Resurgent Financial Advisors LLC Portfolio Holdings by Sector
Resurgent Financial Advisors LLC
- $161 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPY VIG IWD IVV IUSB DLN SPHQ QUAL 73 stocks |
$59,450
36.91% of portfolio
|
39
|
31
|
6
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT HOOD SNPS ADBE ORCL 5 stocks |
$9,620
5.97% of portfolio
|
3
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$8,430
5.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ AMGN MRK PFE ABBV LLY BMY 7 stocks |
$6,256
3.88% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL COP EOG 3 stocks |
$6,180
3.84% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$6,169
3.83% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$5,005
3.11% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TXN 3 stocks |
$4,895
3.04% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$4,055
2.52% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX PBR 3 stocks |
$3,897
2.42% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$3,329
2.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3,021
1.88% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA COF 3 stocks |
$2,759
1.71% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$2,681
1.66% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
TMUS T VZ CMCSA 4 stocks |
$1,986
1.23% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN PH 2 stocks |
$1,909
1.19% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
CME MCO 2 stocks |
$1,880
1.17% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CB MKL ALL 3 stocks |
$1,723
1.07% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
NEE DUK 2 stocks |
$1,613
1.0% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO 2 stocks |
$1,435
0.89% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,416
0.88% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
KMI WMB TRGP PBT 4 stocks |
$1,392
0.86% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$1,388
0.86% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$1,327
0.82% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$1,198
0.74% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$1,166
0.72% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$1,109
0.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$1,104
0.69% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
MPC 1 stocks |
$956
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG WM 2 stocks |
$941
0.58% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MTB SYBT 2 stocks |
$921
0.57% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
KKR CEF PFG 3 stocks |
$893
0.55% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$840
0.52% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT NOC 2 stocks |
$782
0.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
MDT ABT 2 stocks |
$763
0.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$704
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$660
0.41% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$591
0.37% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Utilities—Regulated Water | Utilities
WTRG 1 stocks |
$569
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
UNP 1 stocks |
$537
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT 1 stocks |
$533
0.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$500
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Office | Real Estate
HIW 1 stocks |
$458
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$455
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$453
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$424
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP 1 stocks |
$412
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$390
0.24% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$351
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$343
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
CRM 1 stocks |
$332
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$310
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX 1 stocks |
$291
0.18% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Thermal Coal | Energy
ARLP 1 stocks |
$272
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|