Resurgent Financial Advisors LLC Portfolio Holdings

Resurgent Financial Advisors LLC

  • $168 Million
  • Q4 2024

Resurgent Financial Advisors LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $168 Million distributed in 179 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $9.65M, Microsoft Corp with a value of $9.2M, Berkshire Hathaway Inc Class B with a value of $5.22M, Jpmorgan Chase & CO with a value of $4.77M, and Nvidia Corp with a value of $4.58M.

Examining the 13F form we can see an decrease of $1.81M in the current position value, from $170M to 168M.

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 $168 Million
ETFs: $63 Million
Technology: $29.5 Million
Financial Services: $19.2 Million
Energy: $11.6 Million
Healthcare: $10 Million
Consumer Cyclical: $7.81 Million
Industrials: $7.54 Million
Consumer Defensive: $7.38 Million
Other: $11.7 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$9.65 Million 5.76% of portfolio
38,551
Q4 2024 Reduced 2.72%
$2.8T
$9.2 Million 5.48% of portfolio
21,820
Q4 2024 Reduced 2.75%
$683B
$5.22 Million 3.11% of portfolio
11,521
Q4 2024 Added 19.87%
$720B
$4.77 Million 2.85% of portfolio
19,918
Q4 2024 Reduced 3.0%
$270B
$4.58 Million 2.73% of portfolio
34,112
Q4 2024 Reduced 3.93%
$1.94T
$3.33 Million 1.99% of portfolio
15,186
Q4 2024 Reduced 4.12%
$922B
$3.31 Million 1.97% of portfolio
17,475
Q4 2024 Added 1.2%
$10.2B
$3.02 Million 1.8% of portfolio
2,733
Q1 2024 Added 200.0%
$375B
$2.86 Million 1.7% of portfolio
7,349
Q4 2024 Reduced 1.73%
$108B
$2.25 Million 1.34% of portfolio
6,785
Q4 2024 Reduced 2.67%
$238B
$2.17 Million 1.29% of portfolio
23,991
Q4 2024 Reduced 5.9%
$134B
$2.15 Million 1.28% of portfolio
21,633
Q4 2024 Added 1.73%
$434B
$1.91 Million 1.14% of portfolio
13,182
Q4 2024 Reduced 0.86%
$496B
$1.84 Million 1.09% of portfolio
17,071
Q4 2024 Reduced 20.97%
$327B
$1.47 Million 0.88% of portfolio
10,169
Q4 2024 Reduced 2.46%
$36.4B
$1.44 Million 0.86% of portfolio
4,569
Q4 2024 Reduced 4.27%
$149B
$1.26 Million 0.75% of portfolio
5,482
Q4 2024 Reduced 11.67%
$419B
$1.22 Million 0.73% of portfolio
1,334
Q4 2024 Added 2.54%
$72.6B
$1.22 Million 0.73% of portfolio
8,762
Q4 2024 Reduced 3.72%
$67.8B
$1.16 Million 0.69% of portfolio
4,985
Q4 2024 Reduced 2.08%
$139B
$1.12 Million 0.67% of portfolio
15,677
Q4 2024 Reduced 0.52%
$93B
$1.09 Million 0.65% of portfolio
18,268
Q4 2024 Reduced 12.98%
$175B
$1.07 Million 0.64% of portfolio
2,053
Q4 2024 Added 33.66%
$73.1B
$1.06 Million 0.63% of portfolio
2,290
Q4 2024 Added 1.69%
$227B
$973,000 0.58% of portfolio
9,787
Q4 2024 Reduced 11.74%
$167B
$950,000 0.57% of portfolio
3,648
Q4 2024 Reduced 4.25%
$198B
$962,000 0.57% of portfolio
7,654
Q4 2024 Reduced 2.38%
$54.1B
$943,000 0.56% of portfolio
24,785
Q4 2024 Added 0.84%
$95.4B
$924,000 0.55% of portfolio
3,981
Q4 2024 Added 5.26%
$377B
$886,000 0.53% of portfolio
5,318
Q4 2024 Added 117.86%
$523B
$850,000 0.51% of portfolio
1,615
Q4 2024 Added 4.13%
$85.3B
$843,000 0.5% of portfolio
1,782
Q4 2024 Added 29.32%
$404B
$818,000 0.49% of portfolio
4,880
Q4 2024 Added 4.7%
$1.3T
$819,000 0.49% of portfolio
1,389
Q4 2024 Added 13.95%
$108B
$731,000 0.44% of portfolio
13,992
Q4 2024 Added 0.1%
$125B
$710,000 0.42% of portfolio
2,573
Q4 2024 Reduced 1.72%
$64.1B
$711,000 0.42% of portfolio
25,982
Q4 2024 Added 48.28%
$142B
$666,000 0.4% of portfolio
25,139
Q4 2024 Reduced 2.68%
$117B
$663,000 0.4% of portfolio
1,365
Q4 2024 Added 5.08%
$141B
$660,000 0.39% of portfolio
5,467
Q4 2024 Added 1.47%
$490B
$659,000 0.39% of portfolio
1,304
Q4 2024 Reduced 4.89%
$177B
$636,000 0.38% of portfolio
3,271
Q4 2024 Added 11.49%
$25.3B
$640,000 0.38% of portfolio
371
Q4 2024 Added 32.97%
$76.5B
$619,000 0.37% of portfolio
3,079
Q4 2024 Reduced 2.41%
$818B
$601,000 0.36% of portfolio
1,489
Q4 2024 Reduced 23.13%
$78.1B
$597,000 0.36% of portfolio
1,617
Q4 2024 Added 0.19%
$145B
$585,000 0.35% of portfolio
2,569
Q4 2024 Reduced 3.82%
$180B
$592,000 0.35% of portfolio
5,321
Q4 2024 Added 2.35%
$96.3B
$585,000 0.35% of portfolio
3,928
Q4 2024 Reduced 4.36%

Summary

  • Portfolio
  • No. of Stocks 179
  • Current Value $168 Million
  • Prior Value $170 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 81 stocks
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