Portfolio (Quarterly)
Guide ↗
Resurgent Financial Advisors LLC
· CIK 0001912339| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | AVEM | AMERICAN CENTY ETF TR | — | 5,179.0 | $417K | 0.15% | +883.0 | +20.6% | $80.58 | +18.3% |
| 162 | XLU | SELECT SECTOR SPDR TR | — | 9,080.0 | $417K | 0.15% | NEW | — | $45.89 | -7.6% |
| 163 | DUK | DUKE ENERGY CORP NEW | Utilities | 3,162.0 | $414K | 0.15% | -40.0 | -1.2% | $130.94 | -8.8% |
| 164 | TMUS | T-MOBILE US INC | Communication Services | 1,970.0 | $414K | 0.15% | — | — | $210.03 | -13.2% |
| 165 | GEV | GE VERNOVA INC | Utilities | 473.0 | $412K | 0.15% | NEW | — | $872.02 | +9.8% |
| 166 | SPMO | INVESCO EXCH TRADED FD TR II | — | 3,675.0 | $412K | 0.15% | +202.0 | +5.8% | $112.11 | +32.3% |
| 167 | QQQM | INVESCO EXCH TRADED FD TR II | — | 1,727.0 | $410K | 0.15% | — | — | $237.62 | +23.9% |
| 168 | HIW | HIGHWOODS PPTYS INC | Real Estate | 19,153.0 | $410K | 0.15% | -184.0 | -0.9% | $21.41 | +44.5% |
| 169 | PANW | PALO ALTO NETWORKS INC | Technology | 2,538.0 | $407K | 0.15% | +1K | +79.2% | $160.32 | +106.2% |
| 170 | VYM | VANGUARD WHITEHALL FDS | — | 2,738.0 | $405K | 0.15% | — | — | $148.10 | +10.0% |
| 171 | UTHR | UNITED THERAPEUTICS CORP DEL | Healthcare | 677.0 | $401K | 0.14% | NEW | — | $592.98 | -16.2% |
| 172 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 2,730.0 | $399K | 0.14% | +1K | +77.7% | $146.28 | +14.3% |
| 173 | SCHM | SCHWAB STRATEGIC TR | — | 12,760.0 | $395K | 0.14% | -2K | -15.8% | $30.96 | +13.5% |
| 174 | SYBT | STOCK YDS BANCORP INC | Financial Services | 5,954.0 | $395K | 0.14% | — | — | $66.29 | +20.3% |
| 175 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 1,627.0 | $394K | 0.14% | -73.0 | -4.3% | $242.42 | +0.4% |
| 176 | MCD | MCDONALDS CORP | Consumer Cyclical | 1,242.0 | $386K | 0.14% | -23.0 | -1.8% | $310.81 | -18.8% |
| 177 | FIX | COMFORT SYS USA INC | Industrials | 279.0 | $385K | 0.14% | NEW | — | $1379.00 | +22.6% |
| 178 | VTIP | VANGUARD MALVERN FDS | — | 7,644.0 | $382K | 0.14% | +125.0 | +1.7% | $49.95 | -0.9% |
| 179 | CTAS | CINTAS CORP | Industrials | 2,227.0 | $377K | 0.14% | +12.0 | +0.5% | $169.14 | +19.1% |
| 180 | IJR PUT | ISHARES TR | — | 3,000.0 | $373K | 0.14% | NEW | — | $124.31 | +14.4% |
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
28.3%
Financial Services
17.9%
Healthcare
13.1%
Communication Services
9.9%
Energy
9.6%
Industrials
8.6%
Consumer Defensive
4.5%
Consumer Cyclical
4.3%
Utilities
2.0%
Real Estate
1.2%