Resurgent Financial Advisors LLC Purchases in Q4 2024

Resurgent Financial Advisors LLC

  • $168 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.91K
+ 19.87%
$442.29 - $483.08 $845K - $923K
11.5K $5.22M
VB
Vanguard Small Cap ETF

ETFs
2.66K
New
$233.76 - $261.58 $622K - $696K
2.66K $639K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.52K
+ 34.46%
$66.77 - $71.52 $435K - $466K
25.4K $1.75M
SPY
Spdr S&P 500 ETF Trust

ETFs
682
+ 11.37%
$567.81 - $607.81 $387K - $415K
6.68K $3.92M
ORCL
Oracle Corp

Technology
2.88K
+ 117.86%
$165.41 - $192.43 $476K - $554K
5.32K $886K
CL
Colgate Palmolive CO

Consumer Defensive
4.99K
New
$90.22 - $102.31 $450K - $511K
4.99K $453K
GOOGL
Alphabet Inc.

Communication Services
207
+ 1.2%
$161.86 - $196.66 $33.5K - $40.7K
17.5K $3.31M
SPG
Simon Property Group Inc

Real Estate
2.38K
New
$167.23 - $183.84 $398K - $437K
2.38K $409K
KMI
Kinder Morgan, Inc.

Energy
8.46K
+ 48.28%
$22.59 - $28.54 $191K - $241K
26K $711K
ISRG
Intuitive Surgical Inc

Healthcare
517
+ 33.66%
$471.27 - $550.62 $244K - $285K
2.05K $1.07M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
23.1K
+ 257.75%
$22.63 - $47.53 $523K - $1.1M
32.1K $728K
CRWD
Crowd Strike Holdings, Inc.

Technology
688
New
$275.15 - $388.2 $189K - $267K
688 $235K
T
At&T Inc.

Communication Services
9.66K
New
$21.22 - $23.88 $205K - $231K
9.66K $220K
PAUG
Innovator U.S. Equity Power Bu

ETFs
5.64K
New
$37.61 - $38.92 $212K - $219K
5.64K $217K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
2.28K
New
$89.97 - $98.59 $205K - $224K
2.28K $216K
EFG
Msci Eafe Growth ETF

ETFs
2.9K
+ 41.95%
$96.83 - $106.88 $281K - $310K
9.81K $949K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
3.97K
New
$51.54 - $52.55 $204K - $208K
3.97K $205K
MKL
Markel Corp

Financial Services
92
+ 32.97%
$1542.01 - $1785.11 $142K - $164K
371 $640K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.71K
+ 10.83%
$54.89 - $64.32 $93.6K - $110K
17.4K $1.05M
MCO
Moodys Corp

Financial Services
404
+ 29.32%
$454.04 - $500.88 $183K - $202K
1.78K $843K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
4.73K
+ 26.82%
$42.33 - $43.3 $200K - $205K
22.3K $952K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.94K
+ 16.23%
$49.03 - $53.35 $144K - $157K
21K $1.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.08K
+ 14.05%
$176.42 - $186.91 $191K - $202K
8.77K $1.56M
USFR
Wisdomtree Floating Rate Treas

ETFs
3.19K
+ 32.05%
$50.23 - $50.46 $160K - $161K
13.2K $662K
MBB
Ishares Tr

ETFs
2.14K
+ 21.72%
$91.26 - $95.82 $195K - $205K
12K $1.1M
EFV
Msci Eafe Value ETF

ETFs
3.95K
+ 27.74%
$51.78 - $57.15 $204K - $226K
18.2K $953K
META
Meta Platforms, Inc.

Communication Services
170
+ 13.95%
$554.08 - $632.68 $94.2K - $108K
1.39K $819K
VRIG
Invesco Actively Managed ETF F

ETFs
4.09K
+ 19.3%
$25.06 - $25.2 $103K - $103K
25.3K $635K
XLF
Financial Sector Spdr

ETFs
1.79K
+ 35.58%
$44.89 - $51.34 $80.3K - $91.8K
6.82K $329K
GLD
Spdr Gold Trust

ETFs
400
+ 33.36%
$236.59 - $257.5 $94.6K - $103K
1.6K $387K
DIS
Walt Disney CO

Communication Services
122
+ 2.35%
$92.39 - $117.6 $11.3K - $14.3K
5.32K $592K
CME
Cme Group Inc.

Financial Services
199
+ 5.26%
$221.17 - $246.02 $44K - $49K
3.98K $924K
MA
Mastercard Inc

Financial Services
64
+ 4.13%
$491.3 - $536.15 $31.4K - $34.3K
1.62K $850K
SCHO
Schwab Short Term Us Treasury

ETFs
11K
+ 150.34%
$24.06 - $48.88 $264K - $535K
18.2K $438K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.7K
+ 16.2%
$50.37 - $50.6 $85.4K - $85.8K
12.2K $612K
VIG
Vanguard Dividend Appreciation

ETFs
438
+ 2.15%
N/A
20.8K $3.79M
BMY
Bristol Myers Squibb CO

Healthcare
931
+ 21.24%
$51.92 - $59.94 $48.3K - $55.8K
5.31K $300K
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 2.54%
$873.59 - $994.69 $28.8K - $32.8K
1.33K $1.22M
KKR
Kkr & Co. Inc.

Financial Services
9
+ 0.24%
$129.87 - $162.87 $1.17K - $1.47K
3.77K $558K
MTB
M&T Bank Corp

Financial Services
211
+ 7.94%
$172.48 - $221.95 $36.4K - $46.8K
2.87K $539K
TXN
Texas Instruments Inc

Technology
337
+ 11.49%
N/A
3.27K $636K
COF
Capital One Financial Corp

Financial Services
4
+ 0.26%
$145.19 - $192.01 $581 - $768
1.56K $278K
MSI
Motorola Solutions, Inc.

Technology
38
+ 1.69%
$449.08 - $504.6 $17.1K - $19.2K
2.29K $1.06M
VBR
Vanguard Small Cap Value ETF

ETFs
216
+ 4.53%
$197.36 - $217.3 $42.6K - $46.9K
4.98K $987K
VOT
Vanguard Mid Cap Growth Index

ETFs
15
+ 0.61%
$241.48 - $274.89 $3.62K - $4.12K
2.46K $623K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
660
+ 2.31%
$50.53 - $55.55 $33.3K - $36.7K
29.3K $1.49M
TJX
Tjx Companies Inc

Consumer Cyclical
79
+ 1.47%
$112.15 - $127.2 $8.86K - $10K
5.47K $660K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.55K
+ 14.89%
$55.45 - $61.08 $85.8K - $94.6K
11.9K $662K
BAC
Bank Of America Corp

Financial Services
67
+ 1.25%
$39.22 - $47.77 $2.63K - $3.2K
5.43K $238K
Activity Summary
Buys All Purchases 82 New Holdings 10 Increased Positions 72 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 1
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