$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WEAT | Exit | TEUCRIUM COMMODITY TRcall | $0 | – | -10,000 | -100.0% | -0.01% | – |
| CPTK | Exit | CROWN PROPTECH ACQUISITIONS | $0 | – | -11,006 | -100.0% | -0.07% | – |
| SPGSU | Exit | SIMON PROPERTY GRP ACQ HOLDIunit 99/99/9999 | $0 | – | -16,500 | -100.0% | -0.10% | – |
| SHW | Exit | SHERWIN WILLIAMS CO | $0 | – | -917 | -100.0% | -0.13% | – |
| BBY | Exit | BEST BUY INC | $0 | – | -3,220 | -100.0% | -0.14% | – |
| LHX | Exit | L3HARRIS TECHNOLOGIES INC | $0 | – | -918 | -100.0% | -0.14% | – |
| MMM | Exit | 3M CO | $0 | – | -1,747 | -100.0% | -0.14% | – |
| DLR | Exit | DIGITAL RLTY TR INC | $0 | – | -1,794 | -100.0% | -0.15% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -4,200 | -100.0% | -0.19% | – |
| AACU | Exit | ARES ACQUISITION CORPORATIONunit 99/99/9999 | $0 | – | -41,700 | -100.0% | -0.26% | – |
| NTR | Exit | NUTRIEN LTD | $0 | – | -5,163 | -100.0% | -0.26% | – |
| NEM | Exit | NEWMONT CORP | $0 | – | -9,307 | -100.0% | -0.36% | – |
| EOG | Exit | EOG RES INC | $0 | – | -7,766 | -100.0% | -0.55% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -14,204 | -100.0% | -1.54% | – |
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.