Resurgent Financial Advisors LLC Reduced Holdings in Q3 2024

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CVX
Chevron Corp

Energy
-5.03K
- 32.54%
$137.88 - $161.97 $693K - $814K
10.4K $1.54M
DIS
Walt Disney CO

Communication Services
-7.6K
- 59.37%
$85.6 - $98.61 $650K - $749K
5.2K $500K
XLU
Utilities Sector Spdr

ETFs
-6.38K
- 57.98%
$67.67 - $80.78 $432K - $515K
4.62K $373K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.93K
- 43.61%
$178.94 - $207.0 $345K - $399K
2.49K $500K
GOOGL
Alphabet Inc.

Communication Services
-147
- 0.84%
$148.65 - $191.18 $21.9K - $28.1K
17.3K $2.86M
MRK
Merck & Co., Inc.

Healthcare
-1.3K
- 10.49%
$111.15 - $128.97 $144K - $168K
11.1K $1.26M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-4.66K
- 19.76%
$60.84 - $67.51 $283K - $314K
18.9K $1.28M
DUK
Duke Energy Corp

Utilities
-2.83K
- 38.83%
$99.35 - $117.71 $281K - $333K
4.46K $514K
NVDA
Nvidia Corp

Technology
-928
- 2.55%
$98.91 - $134.91 $91.8K - $125K
35.5K $4.31M
MPC
Marathon Petroleum Corp

Energy
-534
- 5.54%
$158.61 - $180.75 $84.7K - $96.5K
9.1K $1.48M
IEMG
Ishares Inc

ETFs
-2.41K
- 24.65%
$53.64 - $53.64 $129K - $129K
7.38K $395K
TSLA
Tesla, Inc.

Consumer Cyclical
-1.26K
- 39.49%
$191.76 - $263.26 $242K - $333K
1.94K $506K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-8.17K
- 32.74%
$17.02 - $18.39 $139K - $150K
16.8K $306K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.79K
- 35.62%
$31.18 - $33.5 $118K - $127K
6.84K $227K
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-1.7K
- 6.78%
$49.7 - $56.11 $84.4K - $95.3K
23.3K $1.28M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.34K
- 7.49%
$84.77 - $97.13 $113K - $130K
16.5K $1.58M
CMCSA
Comcast Corp

Communication Services
-1.78K
- 20.6%
$37.33 - $41.78 $66.4K - $74.3K
6.85K $286K
SNSR
Global X Fds Internet Of Thing

ETFs
-1.05K
- 13.8%
$31.61 - $38.49 $33.2K - $40.4K
6.56K $227K
EOG
Eog Resources Inc

Energy
-317
- 14.08%
$117.9 - $132.65 $37.4K - $42.1K
1.93K $237K
EFG
Msci Eafe Growth ETF

ETFs
-785
- 10.2%
$96.84 - $108.77 $76K - $85.4K
6.91K $743K
PEP
Pepsico Inc

Consumer Defensive
-420
- 7.07%
$161.9 - $179.3 $68K - $75.3K
5.52K $938K
NXPI
Nxp Semiconductors N.V.

Technology
-57
- 6.23%
$225.14 - $290.78 $12.8K - $16.6K
858 $206K
MKL
Markel Corp

Financial Services
-24
- 7.92%
$1494.55 - $1645.69 $35.9K - $39.5K
279 $437K
BOTZ
Global X Fds

ETFs
-1.96K
- 11.09%
$27.68 - $32.27 $54.1K - $63.1K
15.7K $504K
ADBE
Adobe Inc.

Technology
-14
- 1.82%
$508.13 - $586.55 $7.11K - $8.21K
757 $391K
CSCO
Cisco Systems, Inc.

Technology
-1.32K
- 20.38%
$44.74 - $53.22 $58.8K - $70K
5.14K $273K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-700
- 6.27%
$50.25 - $50.74 $35.2K - $35.5K
10.5K $531K
WMB
Williams Companies, Inc.

Energy
-1.12K
- 16.44%
$41.24 - $46.22 $46.1K - $51.7K
5.69K $259K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.66K
- 11.51%
$33.74 - $37.96 $56.1K - $63.1K
12.8K $479K
BMY
Bristol Myers Squibb CO

Healthcare
-1.69K
- 27.77%
$39.66 - $51.75 $66.8K - $87.2K
4.38K $226K
MDT
Medtronic PLC

Healthcare
-1.03K
- 16.61%
$76.84 - $91.03 $79.4K - $94K
5.19K $466K
COST
Costco Wholesale Corp

Consumer Defensive
-82
- 5.93%
$801.83 - $917.05 $65.8K - $75.2K
1.3K $1.15M
DE
Deere & CO

Industrials
-201
- 13.8%
$344.84 - $418.0 $69.3K - $84K
1.26K $524K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-19
- 2.11%
$460.0 - $505.78 $8.74K - $9.61K
880 $409K
IEFA
Ishares Tr

ETFs
-1.05K
- 7.85%
$70.09 - $78.74 $73.6K - $82.7K
12.3K $962K
PANW
Palo Alto Networks Inc

Technology
-13
- 2.15%
$294.18 - $368.01 $3.82K - $4.78K
592 $202K
TXN
Texas Instruments Inc

Technology
-13
- 0.44%
$194.6 - $194.6 $2.53K - $2.53K
2.93K $570K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-343
- 6.52%
$90.87 - $102.43 $31.2K - $35.1K
4.92K $485K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-10
- 1.81%
$434.77 - $502.96 $4.35K - $5.03K
542 $264K
Bank America Corp
-46
- 8.03%
N/A
527 $0
QTUM
ETF Ser Solutions Defiance Qua
-610
- 14.53%
N/A
3.59K $0
Linde PLC
-1
- 0.11%
N/A
872 $0
UNP
Union Pacific Corp

Industrials
-231
- 7.96%
$221.78 - $256.09 $51.2K - $59.2K
2.67K $657K
IYW
Ishares Dj Us Tech ETF

ETFs
-13
- 0.46%
$133.16 - $158.73 $1.73K - $2.06K
2.81K $426K
PG
Procter & Gamble CO

Consumer Defensive
-217
- 4.45%
$160.76 - $177.82 $34.9K - $38.6K
4.66K $806K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-414
- 3.66%
$96.25 - $101.98 $39.8K - $42.2K
10.9K $1.1M
TGT
Target Corp

Consumer Defensive
-43
- 2.41%
$133.47 - $159.25 $5.74K - $6.85K
1.74K $271K
PFE
Pfizer Inc

Healthcare
-603
- 2.28%
$27.7 - $31.39 $16.7K - $18.9K
25.8K $747K
VZ
Verizon Communications Inc

Communication Services
-697
- 5.81%
$38.89 - $45.0 $27.1K - $31.4K
11.3K $507K
Activity Summary
Buys All Purchases 86 New Holdings 17 Increased Positions 69 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 3
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