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
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
1.38K
+ 13.11%
$79.93 - $88.06 $110K - $121K
11.9K $949K
SCHG
Schwab Strategic Tr Us Large C

ETFs
20.2K
+ 284.44%
$25.93 - $105.3 $523K - $2.12M
27.2K $759K
MO
Altria Group, Inc.

Consumer Defensive
14
+ 0.1%
$49.06 - $57.74 $687 - $808
14K $731K
QQQ
Invesco Qqq Trust, Series 1

ETFs
1
+ 0.18%
$481.22 - $538.17 $481 - $538
543 $277K
SCHX
Schwab Strategic Tr Us Large C

ETFs
15.9K
+ 200.0%
$22.4 - $68.28 $355K - $1.08M
23.8K $551K
PG
Procter & Gamble CO

Consumer Defensive
219
+ 4.7%
$161.05 - $179.7 $35.3K - $39.4K
4.88K $818K
DE
Deere & CO

Industrials
6
+ 0.48%
$389.45 - $466.0 $2.34K - $2.8K
1.26K $534K
PANW
Palo Alto Networks Inc

Technology
577
+ 97.47%
$181.96 - $405.9 $105K - $234K
1.17K $212K
LLY
Eli Lilly & CO

Healthcare
96
+ 15.95%
$727.2 - $932.06 $69.8K - $89.5K
698 $538K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
55
+ 1.1%
$61.68 - $67.87 $3.39K - $3.73K
5.04K $314K
Bank America Corp
2
+ 0.38%
N/A
529 $0
Pimco ETF Tr
11.8K
New
N/A
11.8K $0
Blackrock ETF Trust Ii
3.27K
+ 51.18%
N/A
9.65K $0
PM
Philip Morris International Inc.

Consumer Defensive
5
+ 0.24%
$118.38 - $133.06 $592 - $665
2.11K $254K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
9.53K
+ 197.41%
$27.54 - $83.04 $262K - $791K
14.4K $397K
VOE
Vanguard Mid Cap Value Index F

ETFs
33
+ 1.98%
$160.89 - $176.18 $5.31K - $5.81K
1.7K $274K
ADBE
Adobe Inc.

Technology
103
+ 13.61%
$437.39 - $552.96 $45.1K - $57K
860 $382K
NOC
Northrop Grumman Corp

Industrials
29
+ 6.87%
$466.52 - $543.88 $13.5K - $15.8K
451 $211K
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.9K
+ 198.13%
$25.79 - $80.4 $281K - $876K
16.4K $427K
SNPS
Synopsys Inc

Technology
1
+ 0.12%
$485.36 - $588.0 $485 - $588
810 $393K
MCD
Mcdonalds Corp

Consumer Cyclical
4
+ 0.32%
$288.47 - $316.54 $1.15K - $1.27K
1.26K $364K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
228
+ 1.9%
$38.37 - $42.82 $8.75K - $9.76K
12.2K $468K
TT
Trane Technologies PLC

Industrials
3
+ 0.19%
$369.35 - $419.14 $1.11K - $1.26K
1.62K $597K
AWK
American Water Works Company, Inc.

Utilities
295
+ 8.77%
$123.83 - $146.07 $36.5K - $43.1K
3.66K $455K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
26
+ 0.2%
$34.13 - $37.35 $887 - $971
12.8K $436K
CTAS
Cintas Corp

Industrials
3
+ 0.14%
$182.7 - $226.47 $548 - $679
2.16K $393K
ABBV
Abb Vie Inc.

Healthcare
42
+ 1.31%
$164.99 - $203.87 $6.93K - $8.56K
3.25K $577K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
7.73K
+ 162.86%
$26.93 - $84.95 $208K - $657K
12.5K $340K
COP
Conocophillips

Energy
367
+ 1.73%
$95.12 - $114.72 $34.9K - $42.1K
21.6K $2.15M
LMT
Lockheed Martin Corp

Industrials
66
+ 5.08%
$479.66 - $614.62 $31.7K - $40.6K
1.37K $663K
FCX
Freeport Mcmoran Inc

Basic Materials
207
+ 0.84%
$38.08 - $50.82 $7.88K - $10.5K
24.8K $943K
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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