Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | CIBR | FIRST TR EXCHANGE TRADED FD | — | 12,099.0 | $864K | 0.43% | NEW | — | $71.45 | +12.5% |
| 62 | TJX | TJX COS INC NEW | Consumer Cyclical | 5,619.0 | $863K | 0.43% | NEW | — | $153.61 | -2.2% |
| 63 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2,802.0 | $852K | 0.43% | NEW | — | $303.89 | +30.3% |
| 64 | MKL | MARKEL GROUP INC | Financial Services | 395.0 | $849K | 0.43% | NEW | — | $2149.65 | -13.2% |
| 65 | SPYI | NEOS ETF TRUST | — | 16,121.0 | $847K | 0.42% | NEW | — | $52.53 | +1.5% |
| 66 | BOTZ | GLOBAL X FDS | — | 23,269.0 | $843K | 0.42% | NEW | — | $36.23 | +7.3% |
| 67 | XLG | INVESCO EXCHANGE TRADED FD T | — | 14,144.0 | $838K | 0.42% | NEW | — | $59.28 | +6.3% |
| 68 | O | REALTY INCOME CORP | Real Estate | 14,359.0 | $809K | 0.41% | NEW | — | $56.37 | +9.5% |
| 69 | IWM | ISHARES TR | — | 3,276.0 | $806K | 0.40% | NEW | — | $246.16 | +10.9% |
| 70 | CLIP | GLOBAL X FDS | — | 8,037.0 | $805K | 0.40% | NEW | — | $100.11 | +0.1% |
| 71 | PFF | ISHARES TR | — | 25,882.0 | $801K | 0.40% | NEW | — | $30.96 | +0.0% |
| 72 | CME | CME GROUP INC | Financial Services | 2,920.0 | $797K | 0.40% | NEW | — | $273.08 | +10.7% |
| 73 | UTES | ETFIS SER TR I | — | 9,869.0 | $779K | 0.39% | NEW | — | $78.95 | -2.4% |
| 74 | VZ | VERIZON COMMUNICATIONS INC | Communication Services | 18,932.0 | $771K | 0.39% | NEW | — | $40.73 | +14.8% |
| 75 | CSCO | CISCO SYS INC | Technology | 9,961.0 | $767K | 0.39% | NEW | — | $77.03 | +54.3% |
| 76 | SDIV | GLOBAL X FDS | — | 31,836.0 | $765K | 0.38% | NEW | — | $24.03 | +4.5% |
| 77 | PDI | PIMCO DYNAMIC INCOME FD | Financial Services | 43,071.0 | $763K | 0.38% | NEW | — | $17.71 | -7.0% |
| 78 | RYLD | GLOBAL X FDS | — | 49,762.0 | $761K | 0.38% | NEW | — | $15.30 | +0.1% |
| 79 | QUAL | ISHARES TR | — | 3,719.0 | $739K | 0.37% | NEW | — | $198.62 | +5.5% |
| 80 | SCHZ | SCHWAB STRATEGIC TR | — | 31,164.0 | $728K | 0.36% | NEW | — | $23.37 | -2.3% |
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
27.9%
Financial Services
21.6%
Energy
10.1%
Healthcare
9.1%
Communication Services
8.0%
Consumer Cyclical
7.1%
Industrials
6.2%
Consumer Defensive
5.6%
Utilities
1.9%
Real Estate
1.3%