Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | Technology | 20,265.0 | $9.8M | 4.91% | NEW | — | $483.61 | -13.1% |
| 2 | AAPL | APPLE INC | Technology | 33,293.0 | $9.1M | 4.54% | NEW | — | $271.86 | +8.8% |
| 3 | — | BERKSHIRE HATHAWAY INC DEL | — | 11,523.0 | $5.8M | 2.90% | NEW | — | $502.65 | — |
| 4 | NVDA | NVIDIA CORPORATION | Technology | 30,616.0 | $5.7M | 2.86% | NEW | — | $186.50 | +19.1% |
| 5 | JPM | JPMORGAN CHASE & CO. | Financial Services | 16,769.0 | $5.4M | 2.71% | NEW | — | $322.23 | -7.0% |
| 6 | GOOGL | ALPHABET INC | Communication Services | 17,057.0 | $5.3M | 2.68% | NEW | — | $313.01 | +28.3% |
| 7 | VIG | VANGUARD SPECIALIZED FUNDS | — | 21,570.0 | $4.7M | 2.38% | NEW | — | $219.78 | +4.4% |
| 8 | AMZN | AMAZON COM INC | Consumer Cyclical | 16,301.0 | $3.8M | 1.89% | NEW | — | $230.82 | +14.6% |
| 9 | IWD | ISHARES TR | — | 17,112.0 | $3.6M | 1.80% | NEW | — | $210.34 | +10.3% |
| 10 | SPY | SPDR S&P 500 ETF TR | Financial Services | 5,271.0 | $3.6M | 1.80% | NEW | — | $681.87 | +8.0% |
| 11 | WMT | WALMART INC | Consumer Defensive | 27,079.0 | $3.0M | 1.51% | NEW | — | $111.41 | +18.7% |
| 12 | FXE | INVESCO CURRENCYSHARES EURO | Financial Services | 23,464.0 | $2.5M | 1.28% | NEW | — | $108.45 | -0.9% |
| 13 | JNJ | JOHNSON & JOHNSON | Healthcare | 12,239.0 | $2.5M | 1.27% | NEW | — | $206.95 | +10.0% |
| 14 | XOM | EXXON MOBIL CORP | Energy | 20,950.0 | $2.5M | 1.26% | NEW | — | $120.34 | +33.5% |
| 15 | IVV | ISHARES TR | — | 3,638.0 | $2.5M | 1.25% | NEW | — | $685.01 | +8.0% |
| 16 | TPL | TEXAS PACIFIC LAND CORPORATI | Energy | 8,070.0 | $2.3M | 1.16% | NEW | — | $287.22 | +33.5% |
| 17 | COP | CONOCOPHILLIPS | Energy | 22,646.0 | $2.1M | 1.06% | NEW | — | $93.61 | +32.7% |
| 18 | JEPQ | J P MORGAN EXCHANGE TRADED F | — | 34,635.0 | $2.0M | 1.01% | NEW | — | $58.12 | +2.6% |
| 19 | SPHQ | INVESCO EXCHANGE TRADED FD T | — | 26,655.0 | $2.0M | 1.00% | NEW | — | $75.05 | +9.5% |
| 20 | USFR | WISDOMTREE TR | — | 36,571.0 | $1.8M | 0.92% | NEW | — | $50.32 | +0.2% |
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%