Resurgent Financial Advisors LLC Portfolio Holdings

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 2024

Resurgent Financial Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $170 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.65M, Apple Inc. with a value of $9.23M, Berkshire Hathaway Inc Class B with a value of $4.42M, Jpmorgan Chase & CO with a value of $4.33M, and Nvidia Corp with a value of $4.31M.

Examining the 13F form we can see an increase of $6.44M in the current position value, from $163M to 170M.

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 $170 Million
ETFs: $62.6 Million
Technology: $28.7 Million
Financial Services: $18.5 Million
Energy: $11.8 Million
Healthcare: $11.7 Million
Consumer Cyclical: $8.21 Million
Industrials: $7.83 Million
Consumer Defensive: $7.74 Million
Other: $12.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$521M
$237,000 0.14% of portfolio
20,000
Q2 2024 Reduced 58.33%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $170 Million
  • Prior Value $163 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 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