Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | PYLD | PIMCO ETF TR | — | 41,046.0 | $1.1M | 0.39% | +584.0 | +1.4% | $26.20 | +0.0% |
| 62 | XLE | SELECT SECTOR SPDR TR | — | 17,209.0 | $1.1M | 0.38% | +5K | +36.7% | $61.26 | -1.2% |
| 63 | APH | AMPHENOL CORP | Technology | 8,276.0 | $1.0M | 0.38% | NEW | — | $126.35 | -3.7% |
| 64 | CSCO | CISCO SYS INC | Technology | 13,444.0 | $1.0M | 0.38% | +3K | +35.0% | $77.59 | +52.4% |
| 65 | COWZ | PACER FDS TR | — | 16,106.0 | $1.0M | 0.36% | +12K | +282.7% | $62.56 | +1.6% |
| 66 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 19,595.0 | $984K | 0.35% | +663.0 | +3.5% | $50.20 | -7.6% |
| 67 | O | REALTY INCOME CORP | Real Estate | 14,962.0 | $915K | 0.33% | +603.0 | +4.2% | $61.18 | -0.1% |
| 68 | VTI | VANGUARD INDEX FDS | — | 2,852.0 | $915K | 0.33% | -155.0 | -5.2% | $320.85 | +12.9% |
| 69 | TSLA | TESLA INC | Consumer Cyclical | 2,431.0 | $904K | 0.33% | -407.0 | -14.3% | $371.75 | +13.6% |
| 70 | TJX | TJX COS INC NEW | Consumer Cyclical | 5,625.0 | $898K | 0.32% | — | — | $159.70 | -7.7% |
| 71 | SPDW | SPDR INDEX SHS FDS | — | 19,606.0 | $895K | 0.32% | -711.0 | -3.5% | $45.65 | +8.5% |
| 72 | DHR | DANAHER CORP DEL | Healthcare | 4,718.0 | $895K | 0.32% | -613.0 | -11.5% | $189.60 | -14.6% |
| 73 | CB | CHUBB LTD SWITZ | Financial Services | 2,733.0 | $891K | 0.32% | +605.0 | +28.4% | $325.93 | +1.3% |
| 74 | MS | MORGAN STANLEY | Financial Services | 5,322.0 | $876K | 0.32% | -796.0 | -13.0% | $164.57 | +17.0% |
| 75 | UBER | UBER TECHNOLOGIES INC | Technology | 12,070.0 | $868K | 0.31% | NEW | — | $71.93 | +4.4% |
| 76 | CME | CME GROUP INC | Financial Services | 2,936.0 | $867K | 0.31% | +16.0 | +0.6% | $295.35 | +3.3% |
| 77 | XBI | SPDR SERIES TRUST | — | 6,755.0 | $863K | 0.31% | +5K | +255.2% | $127.73 | -0.0% |
| 78 | ABBV | ABBVIE INC | Healthcare | 3,946.0 | $858K | 0.31% | +1K | +43.3% | $217.49 | -3.7% |
| 79 | MBB | ISHARES TR | — | 8,955.0 | $850K | 0.31% | -197.0 | -2.1% | $94.95 | -1.5% |
| 80 | SDIV | GLOBAL X FDS | — | 32,879.0 | $831K | 0.30% | +1K | +3.3% | $25.26 | +0.6% |
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
28.2%
Financial Services
17.8%
Healthcare
13.1%
Communication Services
10.1%
Energy
9.5%
Industrials
8.6%
Consumer Defensive
4.5%
Consumer Cyclical
4.3%
Utilities
2.0%
Real Estate
1.2%