Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 181 | RSHO | TEMA ETF TRUST | — | 5,757.0 | $255K | 0.13% | NEW | — | $44.34 | +39.4% |
| 182 | ISHG | ISHARES TR | — | 3,391.0 | $255K | 0.13% | NEW | — | $75.23 | +1.1% |
| 183 | COWZ | PACER FDS TR | — | 4,209.0 | $253K | 0.13% | NEW | — | $60.17 | +18.5% |
| 184 | ABT | ABBOTT LABS | Healthcare | 1,995.0 | $250K | 0.12% | NEW | — | $125.29 | -13.5% |
| 185 | MGC | VANGUARD WORLD FD | — | 994.0 | $250K | 0.12% | NEW | — | $251.30 | +12.5% |
| 186 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,523.0 | $244K | 0.12% | NEW | — | $160.40 | +13.8% |
| 187 | CPA | COPA HOLDINGS SA | Industrials | 2,000.0 | $241K | 0.12% | NEW | — | $120.61 | +9.7% |
| 188 | WY | WEYERHAEUSER CO MTN BE | Real Estate | 10,076.0 | $239K | 0.12% | NEW | — | $23.69 | -2.8% |
| 189 | MTUM | ISHARES TR | — | 943.0 | $236K | 0.12% | NEW | — | $250.31 | +21.8% |
| 190 | BMY | BRISTOL-MYERS SQUIBB CO | Healthcare | 4,357.0 | $235K | 0.12% | NEW | — | $53.95 | +23.9% |
| 191 | WMB | WILLIAMS COS INC | Energy | 3,910.0 | $235K | 0.12% | NEW | — | $60.11 | +23.4% |
| 192 | DIS | DISNEY WALT CO | Communication Services | 2,061.0 | $234K | 0.12% | NEW | — | $113.77 | -7.5% |
| 193 | PEP | PEPSICO INC | Consumer Defensive | 1,632.0 | $234K | 0.12% | NEW | — | $143.52 | -4.1% |
| 194 | ARLP | ALLIANCE RESOURCE PARTNERS L | Energy | 10,000.0 | $232K | 0.12% | NEW | — | $23.23 | +14.0% |
| 195 | XBI | SPDR SERIES TRUST | — | 1,902.0 | $232K | 0.12% | NEW | — | $121.94 | +34.3% |
| 196 | IWB | ISHARES TR | — | 612.0 | $229K | 0.12% | NEW | — | $373.44 | +12.9% |
| 197 | LSGR | NATIXIS ETF TRUST II | — | 5,025.0 | $225K | 0.11% | NEW | — | $44.76 | +1.7% |
| 198 | CRM | SALESFORCE INC | Technology | 845.0 | $224K | 0.11% | NEW | — | $264.91 | -2.1% |
| 199 | SPYH | NEOS ETF TRUST | — | 4,046.0 | $223K | 0.11% | NEW | — | $55.10 | +3.1% |
| 200 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 474.0 | $222K | 0.11% | NEW | — | $117.19 | +81.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.1%
Financial Services
21.4%
Energy
10.2%
Healthcare
9.2%
Communication Services
7.7%
Consumer Cyclical
7.1%
Industrials
6.3%
Consumer Defensive
5.7%
Utilities
1.9%
Real Estate
1.3%