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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$130B
$491,000 0.29% of portfolio
3,764
Q3 2024 Added 0.11%
$23.5B
$491,000 0.29% of portfolio
3,364
Q3 2024 Added 21.18%
$0
$500,000 0.29% of portfolio
9,965
Q3 2024 New
$33.9B
$473,000 0.28% of portfolio
2,656
Q3 2024 Added 16.39%
$0
$479,000 0.28% of portfolio
12,777
Q3 2024 Reduced 11.51%
$67.6B
$480,000 0.28% of portfolio
1,613
Q3 2024 Reduced 6.44%
$0
$475,000 0.28% of portfolio
8,032
Q3 2024 Added 3.48%
$0
$459,000 0.27% of portfolio
1,873
Q3 2024 Added 1.63%
$108B
$466,000 0.27% of portfolio
5,186
Q3 2024 Reduced 16.61%
$21.2B
$442,000 0.26% of portfolio
2,152
Q3 2024 Added 232.61%
$23.1B
$437,000 0.26% of portfolio
279
Q3 2024 Reduced 7.92%
$0
$441,000 0.26% of portfolio
5,498
Q3 2024 Added 0.42%
$292B
$434,000 0.26% of portfolio
521
Q3 2024 Added 0.77%
$0
$426,000 0.25% of portfolio
2,812
Q3 2024 Reduced 0.46%
$0
$426,000 0.25% of portfolio
8,969
Q3 2024 Added 80.94%
$0
$421,000 0.25% of portfolio
4,298
Q3 2024 Added 27.27%
$78.3B
$409,000 0.24% of portfolio
809
Q3 2024 Added 2.8%
$0
$400,000 0.24% of portfolio
4,826
Q3 2024 Added 3.72%
$0
$408,000 0.24% of portfolio
3,187
Q3 2024 Reduced 0.93%
$120B
$409,000 0.24% of portfolio
880
Q3 2024 Reduced 2.11%
$458B
$415,000 0.24% of portfolio
2,441
Q3 2024 Reduced 8.75%
$212B
$391,000 0.23% of portfolio
757
Q3 2024 Reduced 1.82%
$59.8B
$387,000 0.23% of portfolio
17,522
Q3 2024 New
$0
$395,000 0.23% of portfolio
7,377
Q3 2024 Reduced 24.65%
$0
$385,000 0.23% of portfolio
3,416
Q3 2024 Added 18.24%
$90B
$365,000 0.22% of portfolio
1,570
Q3 2024 Added 1.95%
$218B
$381,000 0.22% of portfolio
1,253
Q3 2024 Reduced 3.76%
$0
$373,000 0.22% of portfolio
4,623
Q3 2024 Reduced 57.98%
$0
$356,000 0.21% of portfolio
7,287
Q3 2024 Added 0.94%
$351B
$355,000 0.21% of portfolio
1,298
Q3 2024 Added 0.08%
$0
$342,000 0.2% of portfolio
3,398
Q3 2024 New
$207B
$319,000 0.19% of portfolio
516
Q3 2024 Reduced 0.77%
$0
$303,000 0.18% of portfolio
576
Q3 2024 Reduced 0.52%
$0
$306,000 0.18% of portfolio
16,779
Q3 2024 Reduced 32.74%
$0
$310,000 0.18% of portfolio
4,987
Q3 2024 Added 0.34%
$171B
$286,000 0.17% of portfolio
6,852
Q3 2024 Reduced 20.6%
$32.2B
$296,000 0.17% of portfolio
3,688
Q3 2024 Added 0.93%
$84.2B
$291,000 0.17% of portfolio
1,199
Q3 2024 Added 15.4%
$0
$264,000 0.16% of portfolio
542
Q3 2024 Reduced 1.81%
$60.6B
$271,000 0.16% of portfolio
1,740
Q3 2024 Reduced 2.41%
$240B
$273,000 0.16% of portfolio
5,136
Q3 2024 Reduced 20.38%
$0
$279,000 0.16% of portfolio
1,666
Q3 2024 Added 1.28%
$65.4B
$259,000 0.15% of portfolio
5,687
Q3 2024 Reduced 16.44%
$3.3B
$250,000 0.15% of portfolio
10,000
Q3 2023 Reduced 0.92%
$195B
$255,000 0.15% of portfolio
2,107
Q3 2024 Reduced 3.75%
$1.2T
$253,000 0.15% of portfolio
1,516
Q2 2024 Reduced 1.17%
$0
$260,000 0.15% of portfolio
8,967
Q3 2024 New
$573M
$237,000 0.14% of portfolio
20,000
Q2 2024 Reduced 58.33%
$69.5B
$232,000 0.14% of portfolio
1,556
Q3 2024 New

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
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