Resurgent Financial Advisors LLC Portfolio Holdings

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 2024

Resurgent Financial Advisors LLC has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $170 Million distributed in 181 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.65M, Apple Inc. with a value of $9.23M, Berkshire Hathaway Inc Class B with a value of $4.42M, Jpmorgan Chase & CO with a value of $4.33M, and Nvidia Corp with a value of $4.31M.

Examining the 13F form we can see an increase of $6.44M in the current position value, from $163M to 170M.

Resurgent Financial Advisors LLC is based out at Atlanta, GA

Below you can find more details about Resurgent Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $170 Million
ETFs: $62.6 Million
Technology: $28.7 Million
Financial Services: $18.5 Million
Energy: $11.8 Million
Healthcare: $11.7 Million
Consumer Cyclical: $8.21 Million
Industrials: $7.83 Million
Consumer Defensive: $7.74 Million
Other: $12.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.31T
$9.65 Million 5.69% of portfolio
22,438
Q3 2024 Added 1.15%
$3.58T
$9.23 Million 5.44% of portfolio
39,627
Q3 2024 Reduced 0.01%
$603B
$4.42 Million 2.61% of portfolio
9,611
Q3 2024 Added 2.15%
$777B
$4.33 Million 2.55% of portfolio
20,535
Q3 2024 Added 1.03%
$355B
$4.31 Million 2.54% of portfolio
35,507
Q3 2024 Reduced 2.55%
$424B
$3.03 Million 1.79% of portfolio
7,478
Q3 2024 Reduced 2.38%
$2.39T
$2.95 Million 1.74% of portfolio
15,838
Q3 2024 Reduced 0.91%
$1.2T
$2.86 Million 1.69% of portfolio
17,268
Q3 2024 Reduced 0.84%
$453B
$2.53 Million 1.49% of portfolio
21,602
Q3 2024 Added 28.61%
$10.5B
$2.42 Million 1.42% of portfolio
2,733
Q1 2024 Added 200.0%
$147B
$2.31 Million 1.36% of portfolio
6,971
Q3 2024 Reduced 3.26%
$130B
$2.24 Million 1.32% of portfolio
21,266
Q3 2024 Added 3.93%
$384B
$2.15 Million 1.27% of portfolio
13,297
Q3 2024 Added 10.07%
$257B
$2.06 Million 1.21% of portfolio
25,495
Q3 2024 Reduced 2.52%
$179B
$1.73 Million 1.02% of portfolio
6,206
Q3 2024 Added 16.65%
$2.19B
$1.7 Million 1.0% of portfolio
27,328
Q4 2021 New
$78.7B
$1.55 Million 0.91% of portfolio
20,992
Q3 2024 Reduced 2.0%
$75.6B
$1.48 Million 0.87% of portfolio
9,101
Q3 2024 Reduced 5.54%
$51.2B
$1.42 Million 0.84% of portfolio
4,773
Q3 2024 Added 0.7%
$143B
$1.33 Million 0.79% of portfolio
15,759
Q3 2024 Added 1.29%
$540B
$1.28 Million 0.76% of portfolio
4,657
Q3 2024 Reduced 1.31%
$242B
$1.26 Million 0.74% of portfolio
11,089
Q3 2024 Reduced 10.49%
$54B
$1.23 Million 0.72% of portfolio
24,578
Q3 2024 Added 10.76%
$147B
$1.23 Million 0.72% of portfolio
3,810
Q3 2024 Added 4.04%
$416B
$1.15 Million 0.68% of portfolio
1,301
Q3 2024 Reduced 5.93%
$38.3B
$1.08 Million 0.64% of portfolio
9,102
Q3 2024 Reduced 0.63%
$80B
$1.01 Million 0.6% of portfolio
2,252
Q3 2024 Reduced 5.77%
$205B
$938,000 0.55% of portfolio
5,521
Q3 2024 Reduced 7.07%
$99.1B
$878,000 0.52% of portfolio
5,091
Q3 2024 Added 844.53%
$84.4B
$834,000 0.49% of portfolio
3,782
Q3 2024 Reduced 3.0%
$389B
$806,000 0.48% of portfolio
4,661
Q3 2024 Reduced 4.45%
$233B
$817,000 0.48% of portfolio
7,841
Q3 2024 Added 13.54%
$498B
$801,000 0.47% of portfolio
1,371
Q3 2024 Reduced 2.35%
$509B
$765,000 0.45% of portfolio
1,551
Q3 2024 Reduced 2.82%
$130B
$759,000 0.45% of portfolio
1,299
Q3 2024 Added 3.59%
$111B
$754,000 0.44% of portfolio
2,618
Q3 2024 Reduced 9.16%
$206B
$754,000 0.44% of portfolio
1,536
Q3 2024 New
$146B
$747,000 0.44% of portfolio
25,831
Q3 2024 Reduced 2.28%
$93.3B
$713,000 0.42% of portfolio
13,978
Q3 2024 Reduced 1.19%
$92.8B
$709,000 0.42% of portfolio
346
Q3 2024 New
$1.46T
$697,000 0.41% of portfolio
1,219
Q3 2024 Added 12.14%
$89.7B
$653,000 0.39% of portfolio
1,378
Q3 2024 Reduced 7.64%
$87.9B
$659,000 0.39% of portfolio
4,107
Q3 2024 Added 2.27%
$153B
$657,000 0.39% of portfolio
2,671
Q3 2024 Reduced 7.96%
$66.9B
$633,000 0.37% of portfolio
3,155
Q3 2024 Added 4.3%
$301B
$633,000 0.37% of portfolio
3,209
Q3 2024 Added 22.9%
$92.9B
$627,000 0.37% of portfolio
1,614
Q3 2024 Added 2.48%
$142B
$633,000 0.37% of portfolio
5,388
Q3 2024 Added 2.34%
$177B
$570,000 0.34% of portfolio
2,934
Q3 2024 Reduced 0.44%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $170 Million
  • Prior Value $163 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 17 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 79 stocks
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