Resurgent Financial Advisors LLC Portfolio Holdings by Sector
Resurgent Financial Advisors LLC
- $194 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
QQQ IWD VIG IVV DLN SPY SPY DON 76 stocks |
$84,336
43.47% of portfolio
|
  60  
|
  15  
|
  2  
|
- |
0
Calls
2
Puts
|
Software—Infrastructure | Technology
MSFT CRWD SNPS ADBE ORCL BAND 6 stocks |
$11,742
6.05% of portfolio
|
  6  
|
- | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6,967
3.59% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ MRK AMGN PFE LLY ABBV 6 stocks |
$6,850
3.53% of portfolio
|
  2  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
CVX XOM SHEL PBR BP 5 stocks |
$6,141
3.17% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA AVGO TXN INTC MCHP AMD NXPI TSM 8 stocks |
$5,925
3.05% of portfolio
|
  6  
|
  2  
|
  1  
|
- |
0
Calls
1
Puts
|
Oil & Gas E&P | Energy
COP TPL HES DVN EOG 5 stocks |
$5,036
2.6% of portfolio
|
  4  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM C 2 stocks |
$4,441
2.29% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,377
2.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOGL GOOG META 3 stocks |
$3,416
1.76% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$3,111
1.6% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT COST TGT 3 stocks |
$3,031
1.56% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,825
1.46% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ETN SMR 2 stocks |
$2,491
1.28% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
V MA 2 stocks |
$2,432
1.25% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Refining & Marketing | Energy
MPC PSX 2 stocks |
$2,313
1.19% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
DUK NEE 2 stocks |
$1,955
1.01% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
SYBT MTB TFC 3 stocks |
$1,936
1.0% of portfolio
|
  2  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
MDLZ 1 stocks |
$1,826
0.94% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
CME ICE MCO 3 stocks |
$1,805
0.93% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR IQV TMO 3 stocks |
$1,718
0.89% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
DIS 1 stocks |
$1,671
0.86% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP CELH 2 stocks |
$1,670
0.86% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
CCI AMT 2 stocks |
$1,418
0.73% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Telecom Services | Communication Services
VZ TMUS CMCSA 3 stocks |
$1,409
0.73% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
MDT EW 2 stocks |
$1,356
0.7% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$1,256
0.65% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Engineering & Construction | Industrials
PWR 1 stocks |
$1,245
0.64% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Property & Casualty | Financial Services
CB MKL 2 stocks |
$1,183
0.61% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Office | Real Estate
HIW 1 stocks |
$1,161
0.6% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Copper | Basic Materials
FCX 1 stocks |
$1,063
0.55% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
KKR CEF PFG JPC 4 stocks |
$1,059
0.55% of portfolio
|
  3  
|
- | - | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$1,047
0.54% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CVS 2 stocks |
$1,021
0.53% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
PBT WMB 2 stocks |
$938
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$925
0.48% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Capital Markets | Financial Services
MS GS 2 stocks |
$890
0.46% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
$829
0.43% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$829
0.43% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$822
0.42% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Water | Utilities
WTRG AWK 2 stocks |
$743
0.38% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$741
0.38% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
RSG 1 stocks |
$660
0.34% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
VRTX NVO 2 stocks |
$620
0.32% of portfolio
|
  2  
|
- | - | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$598
0.31% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$555
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$534
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
FERG 1 stocks |
$488
0.25% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
TT 1 stocks |
$472
0.24% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS 1 stocks |
$451
0.23% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Specialty Chemicals | Basic Materials
APD 1 stocks |
$414
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$372
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
CRM 1 stocks |
$368
0.19% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Other Industrial Metals & Mining | Basic Materials
RIO 1 stocks |
$245
0.13% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Thermal Coal | Energy
ARLP 1 stocks |
$200
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Gold | Basic Materials
HL IAG 2 stocks |
$81
0.04% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|