Resurgent Financial Advisors LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RF Resurgent Financial Advisors LLC | Institutional Filer | ▲ 38.86% | $276.9M | 256 |
Current Portfolio Holdings
Showing all 256 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc. | Technology | 44K | $12.7M | 4.59% |
| 2 | NVDA | NVIDIA Corporation | Technology | 70K | $12.3M | 4.44% |
| 3 | MSFT | Microsoft Corporation | Technology | 33K | $12.2M | 4.39% |
| 4 | AAPL | Apple Inc. | Technology | 44K | $11.2M | 4.03% |
| 5 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 15K | $7.2M | 2.62% |
| 6 | SPY | SPDR S&P 500 ETF Trust | — | 9K | $5.8M | 2.10% |
| 7 | JNJ | Johnson & Johnson | Healthcare | 20K | $4.8M | 1.74% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | — | 22K | $4.8M | 1.73% |
| 9 | JPM | JPMorgan Chase & Co. | Financial Services | 16K | $4.8M | 1.72% |
| 10 | V | Visa Inc. | Financial Services | 15K | $4.5M | 1.64% |
| 11 | LLY | Eli Lilly and Company | Healthcare | 5K | $4.4M | 1.58% |
| 12 | AVGO | Broadcom Inc. | Technology | 13K | $3.9M | 1.41% |
| 13 | XOM | Exxon Mobil Corporation | Energy | 23K | $3.9M | 1.40% |
| 14 | TPL | Texas Pacific Land Corporation | Energy | 8K | $3.8M | 1.38% |
| 15 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 17K | $3.6M | 1.30% |
Showing 1 to 15 of 256 holdings