Resurgent Financial Advisors LLC Portfolio Holdings

Resurgent Financial Advisors LLC

  • $168 Million
  • Q4 2024

Resurgent Financial Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Million distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.65M, Microsoft Corp with a value of $9.2M, Berkshire Hathaway Inc Class B with a value of $5.22M, Jpmorgan Chase & CO with a value of $4.77M, and Nvidia Corp with a value of $4.58M.

Examining the 13F form we can see an decrease of $1.81M in the current position value, from $170M to 168M.

Resurgent Financial Advisors LLC is based out at Atlanta, GA

Below you can find more details about Resurgent Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $168 Million
ETFs: $63 Million
Technology: $29.5 Million
Financial Services: $19.2 Million
Energy: $11.6 Million
Healthcare: $10 Million
Consumer Cyclical: $7.81 Million
Industrials: $7.54 Million
Consumer Defensive: $7.38 Million
Other: $11.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$9.65 Million 5.76% of portfolio
38,551
Q4 2024 Reduced 2.72%
$3.01T
$9.2 Million 5.48% of portfolio
21,820
Q4 2024 Reduced 2.75%
$623B
$5.22 Million 3.11% of portfolio
11,521
Q4 2024 Added 19.87%
$767B
$4.77 Million 2.85% of portfolio
19,918
Q4 2024 Reduced 3.0%
$325B
$4.58 Million 2.73% of portfolio
34,112
Q4 2024 Reduced 3.93%
$0
$3.99 Million 2.38% of portfolio
21,535
Q4 2024 Reduced 1.28%
$0
$3.92 Million 2.33% of portfolio
6,680
Q4 2024 Added 11.37%
$0
$3.79 Million 2.26% of portfolio
20,780
Q4 2024 Added 2.15%
$2.17T
$3.33 Million 1.99% of portfolio
15,186
Q4 2024 Reduced 4.12%
$1.05T
$3.31 Million 1.97% of portfolio
17,475
Q4 2024 Added 1.2%
$0
$3.18 Million 1.89% of portfolio
5,394
Q4 2024 Reduced 2.95%
$9.98B
$3.02 Million 1.8% of portfolio
2,733
Q1 2024 Added 200.0%
$391B
$2.86 Million 1.7% of portfolio
7,349
Q4 2024 Reduced 1.73%
$115B
$2.25 Million 1.34% of portfolio
6,785
Q4 2024 Reduced 2.67%
$254B
$2.17 Million 1.29% of portfolio
23,991
Q4 2024 Reduced 5.9%
$126B
$2.15 Million 1.28% of portfolio
21,633
Q4 2024 Added 1.73%
$428B
$1.91 Million 1.14% of portfolio
13,182
Q4 2024 Reduced 0.86%
$464B
$1.84 Million 1.09% of portfolio
17,071
Q4 2024 Reduced 20.97%
$0
$1.75 Million 1.05% of portfolio
25,433
Q4 2024 Added 34.46%
$0
$1.73 Million 1.03% of portfolio
22,225
Q4 2024 Reduced 3.77%
$0
$1.7 Million 1.02% of portfolio
25,407
Q4 2024 Reduced 0.2%
$0
$1.6 Million 0.95% of portfolio
28,335
Q4 2024 Added 21.36%
$0
$1.56 Million 0.93% of portfolio
8,768
Q4 2024 Added 14.05%
$0
$1.52 Million 0.91% of portfolio
15,017
Q4 2024 Reduced 8.95%
$0
$1.49 Million 0.89% of portfolio
29,293
Q4 2024 Added 2.31%
$309B
$1.47 Million 0.88% of portfolio
10,169
Q4 2024 Reduced 2.46%
$37.1B
$1.44 Million 0.86% of portfolio
4,569
Q4 2024 Reduced 4.27%
$0
$1.43 Million 0.85% of portfolio
12,432
Q4 2024 Reduced 8.84%
$572B
$1.42 Million 0.85% of portfolio
4,504
Q4 2024 Reduced 3.29%
$154B
$1.26 Million 0.75% of portfolio
5,482
Q4 2024 Reduced 11.67%
$458B
$1.22 Million 0.73% of portfolio
1,334
Q4 2024 Added 2.54%
$76.1B
$1.22 Million 0.73% of portfolio
8,762
Q4 2024 Reduced 3.72%
$84.2B
$1.16 Million 0.69% of portfolio
4,985
Q4 2024 Reduced 2.08%
$139B
$1.12 Million 0.67% of portfolio
15,677
Q4 2024 Reduced 0.52%
$0
$1.1 Million 0.66% of portfolio
11,989
Q4 2024 Added 21.72%
$89.6B
$1.09 Million 0.65% of portfolio
18,268
Q4 2024 Reduced 12.98%
$209B
$1.07 Million 0.64% of portfolio
2,053
Q4 2024 Added 33.66%
$0
$1.08 Million 0.64% of portfolio
21,044
Q4 2024 Added 16.23%
$70.2B
$1.06 Million 0.63% of portfolio
2,290
Q4 2024 Added 1.69%
$0
$1.05 Million 0.63% of portfolio
17,449
Q4 2024 Added 10.83%
$0
$987,000 0.59% of portfolio
4,983
Q4 2024 Added 4.53%
$231B
$973,000 0.58% of portfolio
9,787
Q4 2024 Reduced 11.74%
$0
$953,000 0.57% of portfolio
18,176
Q4 2024 Added 27.74%
$166B
$950,000 0.57% of portfolio
3,648
Q4 2024 Reduced 4.25%
$0
$949,000 0.57% of portfolio
11,874
Q4 2024 Added 13.11%
$0
$952,000 0.57% of portfolio
22,348
Q4 2024 Added 26.82%
$0
$949,000 0.57% of portfolio
9,810
Q4 2024 Added 41.95%
$220B
$962,000 0.57% of portfolio
7,654
Q4 2024 Reduced 2.38%
$53B
$943,000 0.56% of portfolio
24,785
Q4 2024 Added 0.84%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $168 Million
  • Prior Value $170 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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