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 | SCHG | SCHWAB STRATEGIC TR | — | 23,574.0 | $687K | 0.25% | -5K | -16.3% | $29.13 | +17.4% |
| 102 | MRK | MERCK & CO INC | Healthcare | 5,453.0 | $656K | 0.24% | +2K | +47.2% | $120.29 | -7.4% |
| 103 | MDT | MEDTRONIC PLC | Healthcare | 7,536.0 | $653K | 0.24% | +3K | +61.5% | $86.65 | -12.1% |
| 104 | FXU | FIRST TR EXCHANGE-TRADED FD | — | 13,062.0 | $648K | 0.23% | +3K | +28.2% | $49.59 | -3.8% |
| 105 | ITOT | ISHARES TR | — | 4,493.0 | $640K | 0.23% | — | — | $142.43 | +13.0% |
| 106 | NUKZ | EXCHANGE TRADED CONCEPTS TRU | — | 9,684.0 | $637K | 0.23% | +731.0 | +8.2% | $65.77 | +4.0% |
| 107 | TXN | TEXAS INSTRS INC | Technology | 3,253.0 | $632K | 0.23% | +257.0 | +8.6% | $194.14 | +55.9% |
| 108 | — | BANK AMERICA CORP | — | 528.0 | $629K | 0.23% | — | — | $1190.99 | — |
| 109 | BAI | BLACKROCK ETF TRUST | — | 18,570.0 | $612K | 0.22% | -147.0 | -0.8% | $32.95 | +38.1% |
| 110 | XTEN | BONDBLOXX ETF TRUST | — | 13,296.0 | $610K | 0.22% | — | — | $45.86 | -2.6% |
| 111 | GRID | FIRST TR EXCHANGE-TRADED FD | — | 3,689.0 | $603K | 0.22% | -87.0 | -2.3% | $163.58 | +15.7% |
| 112 | PEP | PEPSICO INC | Consumer Defensive | 3,884.0 | $603K | 0.22% | +2K | +138.0% | $155.29 | -4.0% |
| 113 | VOT | VANGUARD INDEX FDS | — | 2,334.0 | $601K | 0.22% | +64.0 | +2.8% | $257.35 | +10.4% |
| 114 | T | AT&T INC | Communication Services | 20,412.0 | $592K | 0.21% | — | — | $28.99 | -17.1% |
| 115 | BINC | BLACKROCK ETF TRUST II | — | 11,287.0 | $586K | 0.21% | -1K | -8.2% | $51.93 | +0.1% |
| 116 | IEMG | ISHARES INC | — | 8,382.0 | $585K | 0.21% | -8K | -48.8% | $69.75 | +13.8% |
| 117 | IHI | ISHARES TR | — | 10,931.0 | $583K | 0.21% | +2K | +17.2% | $53.35 | -6.7% |
| 118 | MOAT | VANECK ETF TRUST | — | 6,030.0 | $583K | 0.21% | — | — | $96.71 | +3.8% |
| 119 | WTRG | ESSENTIAL UTILS INC | Utilities | 14,413.0 | $580K | 0.21% | — | — | $40.27 | -8.1% |
| 120 | THRO | BLACKROCK ETF TRUST | — | 15,963.0 | $578K | 0.21% | +944.0 | +6.3% | $36.22 | +16.5% |
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%