Portfolio (Quarterly)
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Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | GRID | FIRST TR EXCHANGE TRADED FD | — | 3,776.0 | $578K | 0.29% | NEW | — | $153.02 | +23.7% |
| 102 | DE | DEERE & CO | Industrials | 1,232.0 | $574K | 0.29% | NEW | — | $465.57 | +20.7% |
| 103 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | — | 8,953.0 | $569K | 0.28% | NEW | — | $63.50 | +7.7% |
| 104 | XLE | SELECT SECTOR SPDR TR | — | 12,588.0 | $563K | 0.28% | NEW | — | $44.71 | +35.4% |
| 105 | IGIB | ISHARES TR | — | 10,296.0 | $555K | 0.28% | NEW | — | $53.88 | -2.3% |
| 106 | WTRG | ESSENTIAL UTILS INC | Utilities | 14,413.0 | $553K | 0.28% | NEW | — | $38.36 | -3.5% |
| 107 | SPEM | SPDR INDEX SHS FDS | — | 11,763.0 | $551K | 0.28% | NEW | — | $46.81 | +8.8% |
| 108 | BDVL | BLACKROCK ETF TRUST | — | 21,856.0 | $542K | 0.27% | NEW | — | $24.81 | +4.5% |
| 109 | ISRG | INTUITIVE SURGICAL INC | Healthcare | 956.0 | $541K | 0.27% | NEW | — | $566.36 | -25.6% |
| 110 | MINT | PIMCO ETF TR | — | 5,209.0 | $523K | 0.26% | NEW | — | $100.34 | +0.2% |
| 111 | VRTX | VERTEX PHARMACEUTICALS INC | Healthcare | 1,149.0 | $521K | 0.26% | NEW | — | $453.36 | -3.6% |
| 112 | TXN | TEXAS INSTRS INC | Technology | 2,996.0 | $520K | 0.26% | NEW | — | $173.49 | +74.5% |
| 113 | AGG | ISHARES TR | — | 5,082.0 | $508K | 0.26% | NEW | — | $99.88 | -1.9% |
| 114 | T | AT&T INC | Communication Services | 20,395.0 | $507K | 0.25% | NEW | — | $24.84 | -3.3% |
| 115 | BDYN | BLACKROCK ETF TRUST | — | 19,746.0 | $506K | 0.25% | NEW | — | $25.61 | +5.8% |
| 116 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,700.0 | $504K | 0.25% | NEW | — | $296.18 | -26.0% |
| 117 | HIW | HIGHWOODS PPTYS INC | Real Estate | 19,337.0 | $499K | 0.25% | NEW | — | $25.82 | -1.4% |
| 118 | KKR | KKR & CO INC | Financial Services | 3,908.0 | $498K | 0.25% | NEW | — | $127.48 | -23.9% |
| 119 | RSG | REPUBLIC SVCS INC | Industrials | 2,316.0 | $491K | 0.25% | NEW | — | $211.93 | -1.7% |
| 120 | UNP | UNION PAC CORP | Industrials | 2,097.0 | $485K | 0.24% | NEW | — | $231.32 | +17.0% |
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%