Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 101 | IWB | ISHARES TR | — | 623.0 | $222K | 0.08% | +11.0 | +1.8% | $356.56 | +12.8% |
| 102 | RXRX | RECURSION PHARMACEUTICALS IN | Healthcare | 44,200.0 | $136K | 0.05% | +24K | +117.7% | $3.07 | -4.6% |
| 103 | — | SEALSQ CORP | — | 15,750.0 | $41K | 0.01% | +4K | +30.2% | $2.62 | — |
| 104 | BZAI | BLAIZE HLDGS INC | Technology | 17,000.0 | $31K | 0.01% | +4K | +28.8% | $1.82 | -30.2% |
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%