Resurgent Financial Advisors LLC Sells in Q3 2024

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-3
- 0.52%
$475.2 - $527.7 $1.43K - $1.58K
576 $303K
CB
Chubb LTD

Financial Services
-264
- 9.16%
$252.51 - $292.2 $66.7K - $77.1K
2.62K $754K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-269
- 3.38%
$162.64 - $179.3 $43.8K - $48.2K
7.69K $1.38M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-495
- 2.66%
$44.24 - $49.47 $21.9K - $24.5K
18.1K $895K
IWB
Ishares Tr Russell 1000 ETF

ETFs
-68
- 2.6%
$283.28 - $314.39 $19.3K - $21.4K
2.55K $801K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-66
- 0.83%
$61.11 - $67.85 $4.03K - $4.48K
7.93K $538K
MCO
Moodys Corp

Financial Services
-114
- 7.64%
$421.49 - $494.67 $48K - $56.4K
1.38K $653K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-30
- 0.93%
$117.9 - $128.2 $3.54K - $3.85K
3.19K $408K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-4
- 0.77%
$531.86 - $624.21 $2.13K - $2.5K
516 $319K
PM
Philip Morris International Inc.

Consumer Defensive
-82
- 3.75%
$101.25 - $127.45 $8.3K - $10.5K
2.11K $255K
ORCL
Oracle Corp

Technology
-234
- 8.75%
$125.9 - $170.35 $29.5K - $39.9K
2.44K $415K
HIW
Highwoods Properties, Inc.

Real Estate
-2.85K
- 14.91%
$25.97 - $33.6 $74K - $95.8K
16.3K $544K
V
Visa Inc.

Financial Services
-62
- 1.31%
$253.74 - $291.56 $15.7K - $18.1K
4.66K $1.28M
MCD
Mcdonalds Corp

Consumer Cyclical
-49
- 3.76%
$245.82 - $304.51 $12K - $14.9K
1.25K $381K
ETN
Eaton Corp PLC

Industrials
-235
- 3.26%
$272.52 - $333.02 $64K - $78.3K
6.97K $2.31M
MA
Mastercard Inc

Financial Services
-45
- 2.82%
$429.6 - $500.99 $19.3K - $22.5K
1.55K $765K
CME
Cme Group Inc.

Financial Services
-117
- 3.0%
$193.43 - $220.62 $22.6K - $25.8K
3.78K $834K
MO
Altria Group, Inc.

Consumer Defensive
-169
- 1.19%
$45.95 - $54.71 $7.77K - $9.25K
14K $713K
SGOL
Abrdn Gold ETF Trust

ETFs
-780
- 2.37%
$22.26 - $25.51 $17.4K - $19.9K
32.2K $807K
TMUS
T Mobile Us, Inc.

Communication Services
-2
- 0.08%
$175.14 - $206.36 $350 - $413
2.59K $534K
UNH
Unitedhealth Group Inc

Healthcare
-33
- 2.35%
$488.01 - $604.18 $16.1K - $19.9K
1.37K $801K
MSI
Motorola Solutions, Inc.

Technology
-138
- 5.77%
$385.65 - $450.49 $53.2K - $62.2K
2.25K $1.01M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-127
- 0.55%
$71.86 - $78.56 $9.13K - $9.98K
23.1K $1.81M
MDLZ
Mondelez International, Inc.

Consumer Defensive
-429
- 2.0%
$64.35 - $75.71 $27.6K - $32.5K
21K $1.55M
CCI
Crown Castle International Corp

Real Estate
-58
- 0.63%
$95.29 - $120.24 $5.53K - $6.97K
9.1K $1.08M
WMT
Walmart Inc.

Consumer Defensive
-658
- 2.52%
$66.91 - $81.4 $44K - $53.6K
25.5K $2.06M
HD
Home Depot, Inc.

Consumer Cyclical
-182
- 2.38%
$333.64 - $405.2 $60.7K - $73.7K
7.48K $3.03M
AAPL
Apple Inc.

Technology
-3
- 0.01%
$207.23 - $234.82 $622 - $704
39.6K $9.23M
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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