Resurgent Financial Advisors LLC Incresed Positions in Q3 2024

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWD
Ishares Russell 1000 Val ETF

ETFs
3.31K
+ 17.86%
$173.36 - $189.8 $573K - $627K
21.8K $4.14M
SPY
Spdr S&P 500 ETF Trust

ETFs
816
+ 15.75%
$517.38 - $573.86 $422K - $468K
6K $3.44M
XOM
Exxon Mobil Corp

Energy
4.81K
+ 28.61%
$109.72 - $119.0 $527K - $572K
21.6K $2.53M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
202
+ 2.15%
$405.19 - $478.57 $81.8K - $96.7K
9.61K $4.42M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
10.2K
+ 26.44%
$44.83 - $47.42 $456K - $482K
48.6K $2.29M
EFV
Msci Eafe Value ETF

ETFs
8.32K
+ 140.64%
$51.72 - $57.96 $430K - $482K
14.2K $818K
DHR
Danaher Corp

Healthcare
886
+ 16.65%
$239.25 - $280.76 $212K - $249K
6.21K $1.73M
JNJ
Johnson & Johnson

Healthcare
1.22K
+ 10.07%
$145.48 - $167.38 $177K - $204K
13.3K $2.15M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
8.58K
+ 94.98%
$41.95 - $43.42 $360K - $373K
17.6K $765K
MBB
Ishares Tr

ETFs
2.28K
+ 30.15%
$90.85 - $96.66 $207K - $221K
9.85K $943K
JPM
Jpmorgan Chase & CO

Financial Services
210
+ 1.03%
$194.9 - $224.8 $40.9K - $47.2K
20.5K $4.33M
PWR
Quanta Services, Inc.

Industrials
33
+ 0.7%
$239.58 - $298.23 $7.91K - $9.84K
4.77K $1.42M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
4.01K
+ 80.94%
$45.2 - $47.87 $181K - $192K
8.97K $426K
IVV
Ishares Core S&P 500 ETF

ETFs
57
+ 1.04%
$520.18 - $576.82 $29.7K - $32.9K
5.56K $3.21M
ABBV
Abb Vie Inc.

Healthcare
598
+ 22.9%
$163.84 - $199.33 $98K - $119K
3.21K $633K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
329
+ 2.47%
$105.53 - $118.34 $34.7K - $38.9K
13.6K $1.59M
LMT
Lockheed Martin Corp

Industrials
45
+ 3.59%
$460.3 - $584.56 $20.7K - $26.3K
1.3K $759K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
629
+ 2.25%
$46.17 - $51.13 $29K - $32.2K
28.6K $1.46M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
923
+ 3.76%
$61.47 - $67.36 $56.7K - $62.2K
25.5K $1.71M
META
Meta Platforms, Inc.

Communication Services
132
+ 12.14%
$453.41 - $572.44 $59.9K - $75.6K
1.22K $697K
FCX
Freeport Mcmoran Inc

Basic Materials
2.39K
+ 10.76%
$39.52 - $51.92 $94.4K - $124K
24.6K $1.23M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
897
+ 9.34%
$80.13 - $88.89 $71.9K - $79.7K
10.5K $926K
MS
Morgan Stanley

Financial Services
935
+ 13.54%
$92.07 - $106.96 $86.1K - $100K
7.84K $817K
VBR
Vanguard Small Cap Value ETF

ETFs
310
+ 6.96%
$179.99 - $201.6 $55.8K - $62.5K
4.77K $957K
AWK
American Water Works Company, Inc.

Utilities
588
+ 21.18%
$127.76 - $149.9 $75.1K - $88.1K
3.36K $491K
MTB
M&T Bank Corp

Financial Services
374
+ 16.39%
$146.49 - $179.85 $54.8K - $67.3K
2.66K $473K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.26K
+ 8.13%
$53.41 - $57.9 $67.4K - $73K
16.8K $970K
TLT
Ishares Barclays 20+ Year Trea

ETFs
921
+ 27.27%
$89.91 - $101.33 $82.8K - $93.3K
4.3K $421K
ICE
Intercontinental Exchange, Inc.

Financial Services
91
+ 2.27%
$136.93 - $162.81 $12.5K - $14.8K
4.11K $659K
TT
Trane Technologies PLC

Industrials
39
+ 2.48%
$314.21 - $388.71 $12.3K - $15.2K
1.61K $627K
KKR
Kkr & Co. Inc.

Financial Services
4
+ 0.11%
$104.51 - $133.23 $418 - $533
3.76K $491K
IVE
Ishares S&P 500 Value ETF

ETFs
128
+ 2.74%
$181.06 - $197.17 $23.2K - $25.2K
4.81K $947K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
1.23K
+ 13.45%
$56.04 - $62.99 $69K - $77.6K
10.4K $635K
AMGN
Amgen Inc

Healthcare
148
+ 4.04%
$309.38 - $337.38 $45.8K - $49.9K
3.81K $1.23M
SCHG
Schwab Strategic Tr Us Large C

ETFs
579
+ 8.9%
$92.63 - $105.69 $53.6K - $61.2K
7.09K $738K
LQD
Ishares Iboxx $ Investment Gra

ETFs
527
+ 18.24%
$106.11 - $113.72 $55.9K - $59.9K
3.42K $385K
VOT
Vanguard Mid Cap Growth Index

ETFs
165
+ 7.25%
$218.05 - $243.47 $36K - $40.2K
2.44K $594K
GLD
Spdr Gold Trust

ETFs
160
+ 15.4%
$215.56 - $246.98 $34.5K - $39.5K
1.2K $291K
AMT
American Tower Corp

Real Estate
30
+ 1.95%
$192.27 - $242.73 $5.77K - $7.28K
1.57K $365K
MLPX
Global X Mlp & Energy Infrastr

ETFs
168
+ 1.08%
$50.37 - $55.21 $8.46K - $9.28K
15.7K $856K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
448
+ 3.88%
$36.02 - $41.68 $16.1K - $18.7K
12K $494K
TJX
Tjx Companies Inc

Consumer Cyclical
123
+ 2.34%
$107.93 - $120.23 $13.3K - $14.8K
5.39K $633K
RSG
Republic Services, Inc.

Industrials
130
+ 4.3%
$189.34 - $208.21 $24.6K - $27.1K
3.16K $633K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
270
+ 3.48%
$52.1 - $59.66 $14.1K - $16.1K
8.03K $475K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
173
+ 3.72%
$75.47 - $83.18 $13.1K - $14.4K
4.83K $400K
SCHV
Schwab Strategic Tr Us Large C

ETFs
23
+ 0.42%
$73.43 - $80.37 $1.69K - $1.85K
5.5K $441K
MGK
Vanguard Mega Cap Growth ETF

ETFs
92
+ 14.35%
$285.48 - $330.24 $26.3K - $30.4K
733 $235K
VOE
Vanguard Mid Cap Value Index F

ETFs
21
+ 1.28%
$149.02 - $167.67 $3.13K - $3.52K
1.67K $279K
VCIT
Vanguard Intermediate Term Cor

ETFs
188
+ 7.19%
$79.29 - $84.02 $14.9K - $15.8K
2.8K $234K
Activity Summary
Buys All Purchases 86 New Holdings 17 Increased Positions 69 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 0 Puts 3
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