$150 Million is the total value of Resurgent Financial Advisors LLC's 204 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MS | New | MORGAN STANLEY | $603,000 | – | 7,629 | +100.0% | 0.40% | – |
| XLI | New | SELECT SECTOR SPDR TRput | $563,000 | – | 26,500 | +100.0% | 0.38% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $460,000 | – | 3,794 | +100.0% | 0.31% | – |
| PNC | New | PNC FINL SVCS GROUP INC | $436,000 | – | 2,915 | +100.0% | 0.29% | – |
| DG | New | DOLLAR GEN CORP NEW | $433,000 | – | 1,803 | +100.0% | 0.29% | – |
| PANW | New | PALO ALTO NETWORKS INC | $377,000 | – | 2,300 | +100.0% | 0.25% | – |
| CELH | New | CELSIUS HLDGS INC | $339,000 | – | 3,741 | +100.0% | 0.23% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $336,000 | – | 4,669 | +100.0% | 0.22% | – |
| TFC | New | TRUIST FINL CORP | $333,000 | – | 7,642 | +100.0% | 0.22% | – |
| DUK | New | DUKE ENERGY CORP NEW | $328,000 | – | 3,529 | +100.0% | 0.22% | – |
| MELI | New | MERCADOLIBRE INC | $258,000 | – | 311 | +100.0% | 0.17% | – |
| C | New | CITIGROUP INC | $251,000 | – | 6,025 | +100.0% | 0.17% | – |
| MET | New | METLIFE INC | $246,000 | – | 4,048 | +100.0% | 0.16% | – |
| LLY | New | LILLY ELI & CO | $239,000 | – | 738 | +100.0% | 0.16% | – |
| MOO | New | VANECK ETF TRUSTagribusiness etf | $237,000 | – | 2,941 | +100.0% | 0.16% | – |
| TTD | New | THE TRADE DESK INC | $230,000 | – | 3,848 | +100.0% | 0.15% | – |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $218,000 | – | 3,640 | +100.0% | 0.15% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $215,000 | – | 3,394 | +100.0% | 0.14% | – |
| PPG | New | PPG INDS INC | $209,000 | – | 1,884 | +100.0% | 0.14% | – |
| ITB | New | ISHARES TRus home cons etf | $208,000 | – | 4,007 | +100.0% | 0.14% | – |
| New | GSK PLCsponsored adr | $206,000 | – | 6,993 | +100.0% | 0.14% | – | |
| PSQ | New | PROSHARES TRshort qqq new | $204,000 | – | 13,700 | +100.0% | 0.14% | – |
| WMB | New | WILLIAMS COS INC | $200,000 | – | 7,006 | +100.0% | 0.13% | – |
| XLK | New | SELECT SECTOR SPDR TRput | $146,000 | – | 5,000 | +100.0% | 0.10% | – |
| V | New | VISA INCput | $29,000 | – | 1,000 | +100.0% | 0.02% | – |
| IJR | New | ISHARES TRput | $26,000 | – | 600 | +100.0% | 0.02% | – |
| SPY | New | SPDR S&P 500 ETF TRcall | $3,000 | – | 1,800 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 11 | Q2 2024 | 7.0% |
| MICROSOFT CORP | 11 | Q2 2024 | 6.2% |
| INVESCO QQQ TR | 11 | Q2 2024 | 10.4% |
| ISHARES TR | 11 | Q2 2024 | 3.0% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 3.8% |
| JPMORGAN CHASE & CO. | 11 | Q2 2024 | 2.6% |
| HOME DEPOT INC | 11 | Q2 2024 | 2.2% |
| BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 2.4% |
| CHEVRON CORP NEW | 11 | Q2 2024 | 2.0% |
| VANGUARD SPECIALIZED FUNDS | 11 | Q2 2024 | 3.2% |
View Resurgent Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-30 |
| 13F-HR | 2024-08-14 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-11-14 |
| D | 2022-08-30 |
View Resurgent Financial Advisors LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.