Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | PANW | PALO ALTO NETWORKS INC | Technology | 2,538.0 | $407K | 0.15% | +1K | +79.2% | $160.32 | +51.5% |
| 82 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,730.0 | $399K | 0.14% | +1K | +77.7% | $146.28 | -8.4% |
| 83 | VTIP | VANGUARD MALVERN FDS | — | 7,644.0 | $382K | 0.14% | +125.0 | +1.7% | $49.95 | +0.8% |
| 84 | CTAS | CINTAS CORP | Industrials | 2,227.0 | $377K | 0.14% | +12.0 | +0.5% | $169.14 | -0.5% |
| 85 | ORCL | ORACLE CORP | Technology | 2,459.0 | $362K | 0.13% | +19.0 | +0.8% | $147.11 | +31.2% |
| 86 | LQD | ISHARES TR | — | 3,195.0 | $348K | 0.13% | +374.0 | +13.3% | $108.99 | -1.3% |
| 87 | LSGR | NATIXIS ETF TRUST II | — | 8,754.0 | $345K | 0.12% | +4K | +74.2% | $39.39 | +15.2% |
| 88 | IJH | ISHARES TR | — | 4,759.0 | $321K | 0.12% | +75.0 | +1.6% | $67.53 | +6.8% |
| 89 | NFLX | NETFLIX INC. | Communication Services | 3,313.0 | $319K | 0.12% | +39.0 | +1.2% | $96.15 | -9.5% |
| 90 | QTUM | ETF SER SOLUTIONS | — | 2,958.0 | $317K | 0.12% | +76.0 | +2.6% | $107.30 | +32.3% |
| 91 | ISHG | ISHARES TR | — | 4,191.0 | $311K | 0.11% | +800.0 | +23.6% | $74.18 | +1.7% |
| 92 | HELO | J P MORGAN EXCHANGE TRADED F | — | 4,861.0 | $311K | 0.11% | +124.0 | +2.6% | $63.91 | +6.1% |
| 93 | WMB | WILLIAMS COS INC | Energy | 4,229.0 | $308K | 0.11% | +319.0 | +8.2% | $72.78 | +6.8% |
| 94 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 734.0 | $287K | 0.10% | +260.0 | +54.9% | $390.41 | +52.2% |
| 95 | WY | WEYERHAEUSER CO | Real Estate | 11,386.0 | $278K | 0.10% | +1K | +13.0% | $24.43 | -7.2% |
| 96 | ABT | ABBOTT LABORATORIES | Healthcare | 2,570.0 | $264K | 0.10% | +575.0 | +28.8% | $102.67 | -14.4% |
| 97 | CVS | CVS HEALTH CORP | Healthcare | 3,548.0 | $255K | 0.09% | +106.0 | +3.1% | $71.83 | +33.5% |
| 98 | PM | PHILIP MORRIS INTL INC | Consumer Defensive | 1,535.0 | $254K | 0.09% | +12.0 | +0.8% | $165.34 | +14.7% |
| 99 | KO | COCA COLA CO | Consumer Defensive | 3,153.0 | $240K | 0.09% | +235.0 | +8.1% | $76.06 | +6.3% |
| 100 | IEUR | ISHARES TR | — | 3,220.0 | $226K | 0.08% | +262.0 | +8.9% | $70.27 | +5.8% |
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%