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 Market Cap. of $10 Billions to $200 Billions
