Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 12,099 | $864K | 0.43% | SOLD |
| 2 | XLG | INVESCO EXCHANGE TRADED FD T | — | 14,144 | $838K | 0.42% | SOLD |
| 3 | MCO | MOODYS CORP | Financial Services | 1,285 | $656K | 0.33% | SOLD |
| 4 | KKR | KKR & CO INC | Financial Services | 3,908 | $498K | 0.25% | SOLD |
| 5 | OEF | ISHARES TR | — | 1,168 | $401K | 0.20% | SOLD |
| 6 | FXI | ISHARES TR | — | 8,853 | $339K | 0.17% | SOLD |
| 7 | GLDM | WORLD GOLD TR | Financial Services | 3,822 | $326K | 0.16% | SOLD |
| 8 | EMB | ISHARES TR | — | 2,906 | $280K | 0.14% | SOLD |
| 9 | AEM | AGNICO EAGLE MINES LTD | Basic Materials | 1,587 | $269K | 0.14% | SOLD |
| 10 | DIS | DISNEY WALT CO | Communication Services | 2,061 | $234K | 0.12% | SOLD |
| 11 | CRM | SALESFORCE INC | Technology | 845 | $224K | 0.11% | SOLD |
| 12 | GE | GE AEROSPACE | Industrials | 703 | $216K | 0.11% | SOLD |
| 13 | — | BLUEROCK PVT REAL ESTATE FD | — | 10,234 | $154K | 0.08% | SOLD |
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%