Resurgent Financial Advisors LLC Sells in Q4 2024

Resurgent Financial Advisors LLC

  • $168 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SYBT
Stock Yards Bancorp, Inc.

Financial Services
-21.4K
- 78.24%
$58.22 - $78.62 $1.24M - $1.68M
5.95K $425K
XOM
Exxon Mobil Corp

Energy
-4.53K
- 20.97%
$105.51 - $125.37 $478K - $568K
17.1K $1.84M
IEFA
Ishares Tr

ETFs
-8.08K
- 65.57%
$70.06 - $77.43 $566K - $626K
4.25K $298K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-5.49K
- 50.32%
$96.64 - $101.23 $530K - $555K
5.42K $524K
PEP
Pepsico Inc

Consumer Defensive
-2.81K
- 50.95%
$151.29 - $176.1 $426K - $495K
2.71K $411K
DHR
Danaher Corp

Healthcare
-724
- 11.67%
$226.16 - $274.52 $164K - $199K
5.48K $1.26M
MSFT
Microsoft Corp

Technology
-618
- 2.75%
$406.35 - $454.46 $251K - $281K
21.8K $9.2M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-2.72K
- 12.98%
$59.25 - $72.99 $161K - $199K
18.3K $1.09M
MRK
Merck & Co., Inc.

Healthcare
-1.3K
- 11.74%
$96.31 - $114.76 $125K - $149K
9.79K $973K
AMGN
Amgen Inc

Healthcare
-162
- 4.25%
$258.78 - $328.31 $41.9K - $53.2K
3.65K $950K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-2.32K
- 47.22%
$89.81 - $104.0 $209K - $241K
2.6K $233K
JNJ
Johnson & Johnson

Healthcare
-115
- 0.86%
$143.34 - $165.86 $16.5K - $19.1K
13.2K $1.91M
NEE
Nextera Energy Inc

Utilities
-82
- 0.52%
$69.77 - $85.43 $5.72K - $7.01K
15.7K $1.12M
IVE
Ishares S&P 500 Value ETF

ETFs
-913
- 18.99%
$189.5 - $206.17 $173K - $188K
3.9K $743K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-294
- 33.41%
$396.64 - $516.74 $117K - $152K
586 $235K
HD
Home Depot, Inc.

Consumer Cyclical
-129
- 1.73%
$385.02 - $431.37 $49.7K - $55.6K
7.35K $2.86M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.21K
- 8.84%
$113.92 - $127.38 $137K - $153K
12.4K $1.43M
IWD
Ishares Russell 1000 Val ETF

ETFs
-280
- 1.28%
$183.23 - $199.79 $51.3K - $55.9K
21.5K $3.99M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-1.3K
- 2.67%
$45.07 - $47.1 $58.5K - $61.1K
47.3K $2.14M
UNH
Unitedhealth Group Inc

Healthcare
-67
- 4.89%
$485.52 - $625.25 $32.5K - $41.9K
1.3K $659K
DUK
Duke Energy Corp

Utilities
-934
- 20.94%
$105.76 - $120.76 $98.8K - $113K
3.53K $379K
VZ
Verizon Communications Inc

Communication Services
-1.48K
- 13.06%
$39.6 - $45.21 $58.5K - $66.8K
9.83K $393K
ASML
Asml Holding Nv

Technology
-53
- 10.17%
$658.43 - $872.27 $34.9K - $46.2K
468 $324K
XLU
Utilities Sector Spdr

ETFs
-839
- 18.15%
$74.89 - $82.93 $62.8K - $69.6K
3.78K $286K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-871
- 3.77%
$77.23 - $82.11 $67.3K - $71.5K
22.2K $1.73M
PFE
Pfizer Inc

Healthcare
-692
- 2.68%
$24.8 - $30.19 $17.2K - $20.9K
25.1K $666K
AMT
American Tower Corp

Real Estate
-16
- 1.02%
$179.4 - $232.01 $2.87K - $3.71K
1.55K $285K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-359
- 8.35%
$87.1 - $98.49 $31.3K - $35.4K
3.94K $343K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-874
- 9.31%
N/A
8.52K $730K
ICE
Intercontinental Exchange, Inc.

Financial Services
-179
- 4.36%
$148.29 - $166.93 $26.5K - $29.9K
3.93K $585K
HIW
Highwoods Properties, Inc.

Real Estate
-800
- 4.92%
$29.37 - $36.37 $23.5K - $29.1K
15.5K $472K
UNP
Union Pacific Corp

Industrials
-102
- 3.82%
$223.15 - $249.32 $22.8K - $25.4K
2.57K $585K
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
-3.12K
- 18.58%
$17.21 - $18.41 $53.6K - $57.4K
13.7K $235K
CVX
Chevron Corp

Energy
-257
- 2.46%
$141.15 - $162.53 $36.3K - $41.8K
10.2K $1.47M
ETN
Eaton Corp PLC

Industrials
-186
- 2.67%
$326.96 - $377.52 $60.8K - $70.2K
6.79K $2.25M
MDT
Medtronic PLC

Healthcare
-73
- 1.41%
$79.61 - $92.24 $5.81K - $6.73K
5.11K $408K
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.48K
- 8.95%
$94.43 - $105.47 $139K - $156K
15K $1.52M
XLE
Energy Sector Spdr

ETFs
-478
- 7.44%
$83.32 - $97.27 $39.8K - $46.5K
5.95K $509K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-3
- 0.58%
$501.29 - $612.85 $1.5K - $1.84K
513 $266K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-518
- 3.09%
$56.06 - $61.35 $29K - $31.8K
16.3K $918K
CB
Chubb LTD

Financial Services
-45
- 1.72%
$271.57 - $301.89 $12.2K - $13.6K
2.57K $710K
TGT
Target Corp

Consumer Defensive
-46
- 2.64%
$121.59 - $160.69 $5.59K - $7.39K
1.69K $228K
IEMG
Ishares Inc

ETFs
-770
- 10.44%
N/A
6.61K $354K
APD
Air Products & Chemicals, Inc.

Basic Materials
-79
- 4.9%
$285.5 - $335.62 $22.6K - $26.5K
1.53K $444K
CMCSA
Comcast Corp

Communication Services
-184
- 2.69%
$37.39 - $45.14 $6.88K - $8.31K
6.67K $250K
IVV
Ishares Core S&P 500 ETF

ETFs
-164
- 2.95%
$570.51 - $610.59 $93.6K - $100K
5.39K $3.18M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-175
- 5.49%
$126.68 - $134.74 $22.2K - $23.6K
3.01K $384K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1
- 0.03%
$106.56 - $113.11 $107 - $113
3.42K $364K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-49
- 2.62%
$238.25 - $261.28 $11.7K - $12.8K
1.82K $441K
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
Track This Portfolio

Track Resurgent Financial Advisors LLC Portfolio

Follow Resurgent Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email