Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | DYNF | BLACKROCK ETF TRUST | — | 29,711.0 | $1.8M | 0.91% | NEW | — | $60.81 | +8.7% |
| 22 | CVX | CHEVRON CORP NEW | Energy | 11,715.0 | $1.8M | 0.90% | NEW | — | $152.41 | +25.4% |
| 23 | AVGO | BROADCOM INC | Technology | 5,032.0 | $1.7M | 0.87% | NEW | — | $346.11 | +21.6% |
| 24 | DLN | WISDOMTREE TR | — | 19,698.0 | $1.7M | 0.87% | NEW | — | $88.08 | +8.0% |
| 25 | IVE | ISHARES TR | — | 8,137.0 | $1.7M | 0.86% | NEW | — | $212.07 | +6.1% |
| 26 | ETN | EATON CORP PLC | Industrials | 5,398.0 | $1.7M | 0.86% | NEW | — | $318.51 | +25.4% |
| 27 | IVW | ISHARES TR | — | 13,547.0 | $1.7M | 0.84% | NEW | — | $123.26 | +10.2% |
| 28 | IUSB | ISHARES TR | — | 34,969.0 | $1.6M | 0.82% | NEW | — | $46.54 | -1.8% |
| 29 | PWR | QUANTA SVCS INC | Industrials | 3,833.0 | $1.6M | 0.81% | NEW | — | $422.06 | +82.4% |
| 30 | HD | HOME DEPOT INC | Consumer Cyclical | 4,572.0 | $1.6M | 0.79% | NEW | — | $344.12 | -13.5% |
| 31 | IJR | ISHARES TR | — | 12,309.0 | $1.5M | 0.74% | NEW | — | $120.18 | +11.8% |
| 32 | DON | WISDOMTREE TR | — | 28,187.0 | $1.5M | 0.73% | NEW | — | $51.60 | +5.5% |
| 33 | META | META PLATFORMS INC | Communication Services | 2,042.0 | $1.3M | 0.68% | NEW | — | $660.16 | -7.0% |
| 34 | SHYG | ISHARES TR | — | 31,237.0 | $1.3M | 0.67% | NEW | — | $42.87 | -1.4% |
| 35 | V | VISA INC | Financial Services | 3,641.0 | $1.3M | 0.64% | NEW | — | $350.70 | -7.1% |
| 36 | TSLA | TESLA INC | Consumer Cyclical | 2,838.0 | $1.3M | 0.64% | NEW | — | $449.72 | -6.1% |
| 37 | NEE | NEXTERA ENERGY INC | Utilities | 15,579.0 | $1.3M | 0.63% | NEW | — | $80.28 | +16.3% |
| 38 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 25,130.0 | $1.2M | 0.63% | NEW | — | $49.65 | -12.3% |
| 39 | DHR | DANAHER CORPORATION | Healthcare | 5,331.0 | $1.2M | 0.61% | NEW | — | $228.92 | -29.3% |
| 40 | SPYM | SPDR SERIES TRUST | — | 14,809.0 | $1.2M | 0.60% | NEW | — | $80.22 | +8.2% |
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
27.9%
Financial Services
21.6%
Energy
10.1%
Healthcare
9.1%
Communication Services
8.0%
Consumer Cyclical
7.1%
Industrials
6.2%
Consumer Defensive
5.6%
Utilities
1.9%
Real Estate
1.3%