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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | SCHY | SCHWAB STRATEGIC TR | — | 15,952.0 | $476K | 0.24% | NEW | — | $29.82 | +9.0% |
| 122 | ORCL | ORACLE CORP | Technology | 2,440.0 | $476K | 0.24% | NEW | — | $194.91 | -1.0% |
| 123 | IAGG | ISHARES TR | — | 9,406.0 | $470K | 0.24% | NEW | — | $50.01 | -0.4% |
| 124 | PREF | PRINCIPAL EXCHANGE TRADED FD | — | 24,319.0 | $464K | 0.23% | NEW | — | $19.07 | -0.7% |
| 125 | AMD | ADVANCED MICRO DEVICES INC | Technology | 2,146.0 | $460K | 0.23% | NEW | — | $214.16 | +96.6% |
| 126 | FXU | FIRST TR EXCHANGE TRADED FD | — | 10,186.0 | $458K | 0.23% | NEW | — | $45.01 | +6.0% |
| 127 | SCHM | SCHWAB STRATEGIC TR | — | 15,154.0 | $456K | 0.23% | NEW | — | $30.07 | +12.4% |
| 128 | IWR | ISHARES TR | — | 4,675.0 | $450K | 0.23% | NEW | — | $96.27 | +7.7% |
| 129 | MDT | MEDTRONIC PLC | Healthcare | 4,666.0 | $448K | 0.23% | NEW | — | $96.06 | -20.7% |
| 130 | TOLL | TEMA ETF TRUST | — | 12,599.0 | $444K | 0.22% | NEW | — | $35.22 | +7.7% |
| 131 | SMH | VANECK ETF TRUST | — | 1,222.0 | $440K | 0.22% | NEW | — | $359.99 | +51.7% |
| 132 | TLH | ISHARES TR | — | 4,325.0 | $440K | 0.22% | NEW | — | $101.67 | -3.9% |
| 133 | INTC | INTEL CORP | Technology | 11,855.0 | $437K | 0.22% | NEW | — | $36.90 | +194.8% |
| 134 | QQQM | INVESCO EXCH TRADED FD TR II | — | 1,722.0 | $436K | 0.22% | NEW | — | $252.92 | +14.9% |
| 135 | EMXC | ISHARES INC | — | 5,991.0 | $435K | 0.22% | NEW | — | $72.68 | +28.7% |
| 136 | CTAS | CINTAS CORP | Industrials | 2,215.0 | $417K | 0.21% | NEW | — | $188.07 | -10.5% |
| 137 | SPMO | INVESCO EXCH TRADED FD TR II | — | 3,473.0 | $414K | 0.21% | NEW | — | $119.32 | +18.5% |
| 138 | XLF | SELECT SECTOR SPDR TR | — | 7,334.0 | $402K | 0.20% | NEW | — | $54.77 | -5.5% |
| 139 | TMUS | T-MOBILE US INC | Communication Services | 1,977.0 | $401K | 0.20% | NEW | — | $203.04 | -8.8% |
| 140 | GOOG | ALPHABET INC | Communication Services | 1,278.0 | $401K | 0.20% | NEW | — | $313.80 | +25.3% |
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%