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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track Resurgent Financial Advisors LLC Portfolio

Follow Resurgent Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email