Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | ALPHABET INC | Communication Services | 44,171.0 | $12.7M | 4.59% | +27K | +159.0% | $287.56 | +38.0% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 69,829.0 | $12.2M | 4.40% | +39K | +128.1% | $174.40 | +29.2% |
| 3 | MSFT | MICROSOFT CORP | Technology | 32,877.0 | $12.2M | 4.39% | +13K | +62.2% | $370.17 | +14.0% |
| 4 | AAPL | APPLE INC | Technology | 43,983.0 | $11.2M | 4.03% | +11K | +32.1% | $253.79 | +17.4% |
| 5 | — | BERKSHIRE HATHAWAY INC DEL | — | 15,127.0 | $7.2M | 2.62% | +4K | +31.3% | $479.20 | — |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | Financial Services | 7,846.0 | $5.1M | 1.84% | +3K | +48.9% | $650.32 | +13.6% |
| 7 | JNJ | JOHNSON & JOHNSON | Healthcare | 19,700.0 | $4.8M | 1.74% | +7K | +61.0% | $244.44 | -7.3% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | — | 22,336.0 | $4.8M | 1.74% | +766.0 | +3.5% | $215.06 | +7.2% |
| 9 | V | VISA INC | Financial Services | 15,002.0 | $4.5M | 1.64% | +11K | +312.0% | $302.25 | +7.8% |
| 10 | LLY | ELI LILLY & CO | Healthcare | 4,745.0 | $4.4M | 1.58% | +4K | +391.7% | $919.71 | +9.5% |
| 11 | AVGO | BROADCOM INC | Technology | 12,640.0 | $3.9M | 1.41% | +8K | +151.2% | $309.52 | +35.9% |
| 12 | XOM | EXXON MOBIL CORP | Energy | 22,929.0 | $3.9M | 1.41% | +2K | +9.4% | $169.66 | -6.9% |
| 13 | AMZN | AMAZON COM INC | Consumer Cyclical | 17,227.0 | $3.6M | 1.30% | +926.0 | +5.7% | $208.27 | +27.2% |
| 14 | WMT | WALMART INC | Consumer Defensive | 28,017.0 | $3.5M | 1.26% | +938.0 | +3.5% | $124.28 | +5.8% |
| 15 | ETN | EATON CORP PLC | Industrials | 9,149.0 | $3.3M | 1.18% | +4K | +69.5% | $357.67 | +11.7% |
| 16 | META | META PLATFORMS INC | Communication Services | 5,587.0 | $3.2M | 1.15% | +4K | +173.6% | $572.16 | +7.4% |
| 17 | MA | MASTERCARD INCORPORATED | Financial Services | 6,267.0 | $3.1M | 1.13% | +5K | +292.7% | $499.69 | -1.1% |
| 18 | CVX | CHEVRON CORPORATION | Energy | 12,852.0 | $2.7M | 0.96% | +1K | +9.7% | $206.89 | -7.6% |
| 19 | FXE | INVESCO CURRENCYSHARES EURO | Financial Services | 23,857.0 | $2.5M | 0.92% | +393.0 | +1.7% | $106.69 | +0.8% |
| 20 | IVV | ISHARES TR | — | 3,875.0 | $2.5M | 0.91% | +237.0 | +6.5% | $653.19 | +13.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
28.2%
Financial Services
17.8%
Healthcare
13.1%
Communication Services
10.1%
Energy
9.5%
Industrials
8.6%
Consumer Defensive
4.5%
Consumer Cyclical
4.3%
Utilities
2.0%
Real Estate
1.2%