$190 Million is the total value of Resurgent Financial Advisors LLC's 627 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 552.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $7,033,670 | +3.5% | 29,329 | +0.6% | 3.71% | -18.3% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,848,279 | +37.8% | 10,016 | +28.7% | 2.03% | +8.7% |
| JPM | Buy | JPMORGAN CHASE & CO | $3,075,942 | +31.0% | 22,938 | +2.1% | 1.62% | +3.3% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $3,059,868 | +66.9% | 20,177 | +49.7% | 1.61% | +31.7% |
| CVX | Buy | CHEVRON CORP NEW | $2,964,278 | +28.7% | 16,515 | +3.0% | 1.56% | +1.5% |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $2,790,294 | +28.6% | 9,033 | +11.1% | 1.47% | +1.4% |
| MRK | Buy | MERCK & CO INC | $2,016,295 | +83.3% | 18,173 | +42.3% | 1.06% | +44.6% |
| AMZN | Buy | AMAZON COM INC | $1,910,328 | -18.7% | 22,742 | +9.4% | 1.01% | -35.9% |
| COP | Buy | CONOCOPHILLIPS | $1,887,410 | +22.6% | 15,995 | +6.3% | 1.00% | -3.4% |
| VIG | Buy | VANGUARD SPECIALIZED FUNDSdiv app etf | $1,874,912 | +12.6% | 12,347 | +0.2% | 0.99% | -11.2% |
| MDLZ | Buy | MONDELEZ INTL INCcl a | $1,731,168 | +27.3% | 25,974 | +4.7% | 0.91% | +0.4% |
| XOM | Buy | EXXON MOBIL CORP | $1,714,393 | +42.5% | 15,543 | +12.9% | 0.90% | +12.4% |
| BAC | Buy | BANK AMERICA CORP | $1,635,437 | +12.1% | 49,379 | +2.2% | 0.86% | -11.6% |
| V | Buy | VISA INC | $1,585,039 | +18.5% | 7,629 | +1.3% | 0.84% | -6.5% |
| NEE | Buy | NEXTERA ENERGY INC | $1,558,889 | +9.5% | 18,647 | +2.7% | 0.82% | -13.7% |
| DLN | Buy | WISDOMTREE TRus largecap divd | $1,493,210 | +13.6% | 24,103 | +1.4% | 0.79% | -10.4% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,404,176 | +2.5% | 24,003 | +1.4% | 0.74% | -19.2% |
| CSCO | Buy | CISCO SYS INC | $1,389,944 | +103.5% | 29,176 | +71.1% | 0.73% | +60.4% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $1,378,998 | +15.1% | 2,601 | +9.7% | 0.73% | -9.2% |
| DHR | Buy | DANAHER CORPORATION | $1,165,194 | +6.9% | 4,390 | +4.0% | 0.61% | -15.8% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $1,108,582 | +10.5% | 10,258 | +4.0% | 0.58% | -13.0% |
| AMGN | Buy | AMGEN INC | $1,046,620 | +45.6% | 3,985 | +25.0% | 0.55% | +14.8% |
| VBR | Buy | VANGUARD INDEX FDSsm cp val etf | $1,024,915 | +99.4% | 6,455 | +80.0% | 0.54% | +57.0% |
| VCSH | Buy | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,018,426 | +33.5% | 13,545 | +31.9% | 0.54% | +5.3% |
| IJS | Buy | ISHARES TRsp smcp600vl etf | $1,016,372 | +17.2% | 11,131 | +5.8% | 0.54% | -7.6% |
| LMT | Buy | LOCKHEED MARTIN CORP | $984,655 | +31.6% | 2,024 | +4.4% | 0.52% | +3.8% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $961,129 | +27.0% | 8,775 | +27.5% | 0.51% | +0.2% |
| DON | Buy | WISDOMTREE TRus midcap divid | $921,265 | +29.0% | 22,393 | +18.2% | 0.49% | +1.9% |
| SCHV | Buy | SCHWAB STRATEGIC TRus lcap va etf | $859,987 | +15.1% | 13,026 | +2.0% | 0.45% | -9.2% |
| VLO | Buy | VALERO ENERGY CORP | $846,537 | +23.2% | 6,673 | +3.8% | 0.45% | -2.8% |
| PWR | Buy | QUANTA SVCS INC | $780,045 | +33.8% | 5,474 | +19.7% | 0.41% | +5.4% |
| COST | Buy | COSTCO WHSL CORP NEW | $721,270 | +1.7% | 1,580 | +5.2% | 0.38% | -19.8% |
| TXN | Buy | TEXAS INSTRS INC | $708,794 | +13.0% | 4,290 | +5.9% | 0.37% | -10.7% |
| XLV | Buy | SELECT SECTOR SPDR TRsbi healthcare | $703,068 | +52.8% | 5,175 | +36.4% | 0.37% | +20.5% |
| RSP | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $699,669 | +53.4% | 4,953 | +38.2% | 0.37% | +21.0% |
| MO | Buy | ALTRIA GROUP INC | $686,427 | +15.0% | 15,017 | +1.6% | 0.36% | -9.3% |
| MS | Buy | MORGAN STANLEY | $673,784 | +11.7% | 7,925 | +3.9% | 0.36% | -11.9% |
| DUK | Buy | DUKE ENERGY CORP NEW | $665,418 | +102.9% | 6,461 | +83.1% | 0.35% | +60.3% |
| PNC | Buy | PNC FINL SVCS GROUP INC | $651,345 | +49.4% | 4,124 | +41.5% | 0.34% | +17.9% |
| VYM | Buy | VANGUARD WHITEHALL FDShigh div yld | $640,603 | +19.1% | 5,920 | +4.4% | 0.34% | -6.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $615,804 | +21.2% | 8,559 | +19.7% | 0.32% | -4.4% |
| MA | Buy | MASTERCARD INCORPORATEDcl a | $597,052 | +27.0% | 1,717 | +3.8% | 0.32% | +0.3% |
| T | Buy | AT&T INC | $596,245 | +110.7% | 32,387 | +75.7% | 0.31% | +66.1% |
| MOAT | Buy | VANECK ETF TRUSTmrngstr wde moat | $595,001 | +172.9% | 9,167 | +151.8% | 0.31% | +115.1% |
| MCD | Buy | MCDONALDS CORP | $591,230 | +27.1% | 2,244 | +11.4% | 0.31% | +0.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $573,851 | +3.4% | 5,917 | +2.8% | 0.30% | -18.3% |
| FCX | New | FREEPORT-MCMORAN INCcl b | $566,048 | – | 14,896 | +100.0% | 0.30% | – |
| CMCSA | Buy | COMCAST CORP NEWcl a | $560,709 | +32.2% | 16,034 | +10.9% | 0.30% | +4.6% |
| TFC | Buy | TRUIST FINL CORP | $513,348 | +54.2% | 11,930 | +56.1% | 0.27% | +21.5% |
| BACPRL | Buy | BK OF AMERICA CORP7.25%cnv pfd l | $508,080 | +23.6% | 438 | +25.1% | 0.27% | -2.5% |
| EQIX | Buy | EQUINIX INC | $503,063 | +29.0% | 768 | +12.0% | 0.26% | +1.5% |
| RSG | Buy | REPUBLIC SVCS INC | $496,612 | -0.9% | 3,850 | +4.6% | 0.26% | -21.8% |
| EW | Buy | EDWARDS LIFESCIENCES CORP | $495,037 | -4.4% | 6,635 | +5.9% | 0.26% | -24.6% |
| SMH | Buy | VANECK ETF TRUSTsemiconductr etf | $474,158 | +38.2% | 2,336 | +25.7% | 0.25% | +9.2% |
| EOG | New | EOG RES INC | $460,314 | – | 3,554 | +100.0% | 0.24% | – |
| IEX | New | IDEX CORP | $419,899 | – | 1,839 | +100.0% | 0.22% | – |
| TSM | Buy | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $419,603 | +20.6% | 5,633 | +11.1% | 0.22% | -5.2% |
| RTX | Buy | RAYTHEON TECHNOLOGIES CORP | $410,543 | +23.7% | 4,068 | +0.2% | 0.22% | -2.7% |
| BDX | Buy | BECTON DICKINSON & CO | $401,031 | +91.0% | 1,577 | +67.6% | 0.21% | +50.7% |
| BX | Buy | BLACKSTONE INC | $400,800 | +44.2% | 5,402 | +62.8% | 0.21% | +13.4% |
| CAT | Buy | CATERPILLAR INC | $397,550 | +47.2% | 1,660 | +0.7% | 0.21% | +16.7% |
| CELH | Buy | CELSIUS HLDGS INC | $393,687 | +16.1% | 3,784 | +1.1% | 0.21% | -8.4% |
| PM | Buy | PHILIP MORRIS INTL INC | $390,772 | +27.3% | 3,861 | +4.3% | 0.21% | +0.5% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $376,046 | +41.4% | 1,775 | +43.0% | 0.20% | +11.2% |
| WMB | Buy | WILLIAMS COS INC | $369,270 | +84.6% | 11,224 | +60.2% | 0.20% | +45.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $367,498 | +69.4% | 2,114 | +57.4% | 0.19% | +33.8% |
| TJX | Buy | TJX COS INC NEW | $363,070 | +53.2% | 4,561 | +19.5% | 0.19% | +20.9% |
| SCHX | Buy | SCHWAB STRATEGIC TRus lrg cap etf | $361,020 | +7.8% | 7,996 | +1.0% | 0.19% | -15.2% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $353,808 | +13.4% | 3,510 | +1.3% | 0.19% | -10.5% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $350,395 | -3.7% | 3,949 | +4.4% | 0.18% | -23.9% |
| KMB | New | KIMBERLY-CLARK CORP | $349,421 | – | 2,574 | +100.0% | 0.18% | – |
| MCHP | Buy | MICROCHIP TECHNOLOGY INC. | $348,089 | +16.0% | 4,955 | +0.8% | 0.18% | -8.5% |
| TSLA | Buy | TESLA INC | $319,406 | -47.6% | 2,593 | +12.9% | 0.17% | -58.8% |
| CI | Buy | CIGNA CORP NEW | $314,442 | +23.3% | 949 | +3.0% | 0.17% | -2.4% |
| C | Buy | CITIGROUP INC | $312,382 | +24.5% | 6,907 | +14.6% | 0.16% | -1.8% |
| ENB | New | ENBRIDGE INC | $313,152 | – | 8,009 | +100.0% | 0.16% | – |
| SGOL | Buy | ABRDN GOLD ETF TRUST | $306,267 | +50.9% | 17,531 | +37.2% | 0.16% | +18.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $294,935 | +26.6% | 4,495 | +16.8% | 0.16% | -0.6% |
| USMV | Buy | ISHARES TRmsci usa min vol | $285,011 | +37.7% | 3,953 | +26.2% | 0.15% | +8.7% |
| EFA | Buy | ISHARES TRmsci eafe etf | $283,577 | +17.7% | 4,320 | +0.1% | 0.15% | -7.5% |
| New | SHELL PLCspon ads | $274,214 | – | 4,815 | +100.0% | 0.14% | – | |
| JBL | New | JABIL INC | $275,869 | – | 4,045 | +100.0% | 0.14% | – |
| LYB | New | LYONDELLBASELL INDUSTRIES N | $273,833 | – | 3,298 | +100.0% | 0.14% | – |
| MLPX | New | GLOBAL X FDSglb x mlp enrg i | $270,524 | – | 6,637 | +100.0% | 0.14% | – |
| SO | New | SOUTHERN CO | $269,073 | – | 3,768 | +100.0% | 0.14% | – |
| DVN | New | DEVON ENERGY CORP NEW | $268,245 | – | 4,361 | +100.0% | 0.14% | – |
| IRT | New | INDEPENDENCE RLTY TR INC | $267,248 | – | 15,851 | +100.0% | 0.14% | – |
| BG | New | BUNGE LIMITED | $265,288 | – | 2,659 | +100.0% | 0.14% | – |
| MBB | New | ISHARES TRmbs etf | $264,523 | – | 2,852 | +100.0% | 0.14% | – |
| ADBE | New | ADOBE SYSTEMS INCORPORATED | $257,445 | – | 765 | +100.0% | 0.14% | – |
| TMUS | Buy | T-MOBILE US INC | $254,380 | +14.6% | 1,817 | +10.1% | 0.13% | -9.5% |
| CAG | New | CONAGRA BRANDS INC | $250,466 | – | 6,472 | +100.0% | 0.13% | – |
| TTE | New | TOTALENERGIES SEsponsored ads | $243,912 | – | 3,929 | +100.0% | 0.13% | – |
| BP | New | BP PLCsponsored adr | $238,397 | – | 6,825 | +100.0% | 0.13% | – |
| KEY | New | KEYCORP | $238,497 | – | 13,691 | +100.0% | 0.13% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $236,878 | – | 1,688 | +100.0% | 0.12% | – |
| PSX | New | PHILLIPS 66 | $233,452 | – | 2,243 | +100.0% | 0.12% | – |
| PXD | New | PIONEER NAT RES CO | $234,100 | – | 1,025 | +100.0% | 0.12% | – |
| ITW | New | ILLINOIS TOOL WKS INC | $232,637 | – | 1,056 | +100.0% | 0.12% | – |
| AEP | New | AMERICAN ELEC PWR CO INC | $229,684 | – | 2,419 | +100.0% | 0.12% | – |
| KFRC | Buy | KFORCE INC | $227,216 | -0.8% | 4,144 | +6.1% | 0.12% | -21.6% |
| SHW | New | SHERWIN WILLIAMS CO | $225,938 | – | 952 | +100.0% | 0.12% | – |
| DGRO | New | ISHARES TRcore div grwth | $223,350 | – | 4,467 | +100.0% | 0.12% | – |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $221,968 | – | 5,289 | +100.0% | 0.12% | – |
| EMXC | New | ISHARES INCmsci emrg chn | $218,932 | – | 4,612 | +100.0% | 0.12% | – |
| TT | New | TRANE TECHNOLOGIES PLC | $217,172 | – | 1,292 | +100.0% | 0.11% | – |
| PBR | Buy | PETROLEO BRASILEIRO SA PETROsponsored adr | $215,173 | +3.0% | 20,204 | +19.5% | 0.11% | -19.3% |
| VTWO | New | VANGUARD SCOTTSDALE FDSvng rus2000idx | $215,262 | – | 3,059 | +100.0% | 0.11% | – |
| LIN | New | LINDE PLC | $212,017 | – | 650 | +100.0% | 0.11% | – |
| ACN | New | ACCENTURE PLC IRELAND | $213,140 | – | 799 | +100.0% | 0.11% | – |
| SPGI | New | S&P GLOBAL INC | $210,677 | – | 629 | +100.0% | 0.11% | – |
| BBY | New | BEST BUY INC | $208,706 | – | 2,602 | +100.0% | 0.11% | – |
| PFG | New | PRINCIPAL FINANCIAL GROUP IN | $208,289 | – | 2,482 | +100.0% | 0.11% | – |
| BCE | New | BCE INC | $206,565 | – | 4,700 | +100.0% | 0.11% | – |
| BCI | New | ABRDN ETFS | $206,702 | – | 9,370 | +100.0% | 0.11% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $203,731 | – | 4,405 | +100.0% | 0.11% | – |
| EFG | New | ISHARES TReafe grwth etf | $200,186 | – | 2,390 | +100.0% | 0.11% | – |
| LHX | New | L3HARRIS TECHNOLOGIES INC | $201,131 | – | 966 | +100.0% | 0.11% | – |
| EL | New | LAUDER ESTEE COS INCcl a | $192,285 | – | 775 | +100.0% | 0.10% | – |
| VSH | New | VISHAY INTERTECHNOLOGY INC | $190,851 | – | 8,848 | +100.0% | 0.10% | – |
| HBAN | New | HUNTINGTON BANCSHARES INC | $189,955 | – | 13,472 | +100.0% | 0.10% | – |
| ICE | New | INTERCONTINENTAL EXCHANGE IN | $190,612 | – | 1,858 | +100.0% | 0.10% | – |
| KO | New | COCA COLA CO | $188,031 | – | 2,956 | +100.0% | 0.10% | – |
| AIG | New | AMERICAN INTL GROUP INC | $183,143 | – | 2,896 | +100.0% | 0.10% | – |
| KKR | New | KKR & CO INC | $184,659 | – | 3,978 | +100.0% | 0.10% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $178,178 | – | 2,480 | +100.0% | 0.09% | – |
| GLD | New | SPDR GOLD TR | $176,256 | – | 1,039 | +100.0% | 0.09% | – |
| F | New | FORD MTR CO DEL | $173,659 | – | 14,932 | +100.0% | 0.09% | – |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $174,582 | – | 4,510 | +100.0% | 0.09% | – |
| SYY | New | SYSCO CORP | $173,771 | – | 2,273 | +100.0% | 0.09% | – |
| CM | New | CANADIAN IMPERIAL BK COMM TO | $170,133 | – | 4,206 | +100.0% | 0.09% | – |
| NSC | New | NORFOLK SOUTHN CORP | $168,551 | – | 684 | +100.0% | 0.09% | – |
| AFL | New | AFLAC INC | $167,967 | – | 2,335 | +100.0% | 0.09% | – |
| AMCR | New | AMCOR PLCord | $168,074 | – | 14,112 | +100.0% | 0.09% | – |
| NGG | New | NATIONAL GRID PLCsponsored adr ne | $165,337 | – | 2,741 | +100.0% | 0.09% | – |
| IUSG | New | ISHARES TRcore s&p us gwt | $163,121 | – | 2,001 | +100.0% | 0.09% | – |
| PPL | New | PPL CORP | $162,025 | – | 5,545 | +100.0% | 0.08% | – |
| ROK | New | ROCKWELL AUTOMATION INC | $161,754 | – | 628 | +100.0% | 0.08% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $159,043 | – | 3,160 | +100.0% | 0.08% | – |
| HAL | New | HALLIBURTON CO | $160,194 | – | 4,071 | +100.0% | 0.08% | – |
| CLX | New | CLOROX CO DEL | $156,749 | – | 1,117 | +100.0% | 0.08% | – |
| SPHQ | New | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $157,696 | – | 3,584 | +100.0% | 0.08% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $154,902 | – | 3,266 | +100.0% | 0.08% | – |
| SYK | New | STRYKER CORPORATION | $156,474 | – | 640 | +100.0% | 0.08% | – |
| VOOV | New | VANGUARD ADMIRAL FDS INC500 val idx fd | $154,066 | – | 1,100 | +100.0% | 0.08% | – |
| EEMV | New | ISHARES INCmsci emerg mrkt | $150,238 | – | 2,832 | +100.0% | 0.08% | – |
| SBUX | New | STARBUCKS CORP | $149,792 | – | 1,510 | +100.0% | 0.08% | – |
| SHYG | New | ISHARES TR0-5yr hi yl cp | $149,453 | – | 3,655 | +100.0% | 0.08% | – |
| WAT | New | WATERS CORP | $148,337 | – | 433 | +100.0% | 0.08% | – |
| NKE | New | NIKE INCcl b | $148,720 | – | 1,271 | +100.0% | 0.08% | – |
| TRP | New | TC ENERGY CORP | $147,761 | – | 3,707 | +100.0% | 0.08% | – |
| IJK | New | ISHARES TRs&p mc 400gr etf | $146,299 | – | 2,142 | +100.0% | 0.08% | – |
| ITA | New | ISHARES TRus aer def etf | $146,537 | – | 1,310 | +100.0% | 0.08% | – |
| RIO | New | RIO TINTO PLCsponsored adr | $144,821 | – | 2,034 | +100.0% | 0.08% | – |
| CP | New | CANADIAN PAC RY LTD | $144,108 | – | 1,932 | +100.0% | 0.08% | – |
| MMM | New | 3M CO | $140,906 | – | 1,175 | +100.0% | 0.07% | – |
| BKNG | New | BOOKING HOLDINGS INC | $141,070 | – | 70 | +100.0% | 0.07% | – |
| CL | New | COLGATE PALMOLIVE CO | $140,010 | – | 1,777 | +100.0% | 0.07% | – |
| NXPI | New | NXP SEMICONDUCTORS N V | $138,592 | – | 877 | +100.0% | 0.07% | – |
| ASML | New | ASML HOLDING N V | $138,239 | – | 253 | +100.0% | 0.07% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $137,227 | – | 2,024 | +100.0% | 0.07% | – |
| MTUM | New | ISHARES TRmsci usa mmentm | $135,423 | – | 928 | +100.0% | 0.07% | – |
| IGIB | New | ISHARES TR | $134,271 | – | 2,712 | +100.0% | 0.07% | – |
| USRT | New | ISHARES TRcre u s reit etf | $131,339 | – | 2,656 | +100.0% | 0.07% | – |
| VOO | New | VANGUARD INDEX FDS | $131,049 | – | 373 | +100.0% | 0.07% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $130,944 | – | 751 | +100.0% | 0.07% | – |
| OVB | New | LISTED FD TRshares core bd | $127,221 | – | 6,273 | +100.0% | 0.07% | – |
| CGW | New | INVESCO EXCH TRADED FD TR IIs&p gbl water | $126,154 | – | 2,706 | +100.0% | 0.07% | – |
| LH | New | LABORATORY CORP AMER HLDGS | $126,217 | – | 536 | +100.0% | 0.07% | – |
| OEF | New | ISHARES TRs&p 100 etf | $124,516 | – | 730 | +100.0% | 0.07% | – |
| IDEV | New | ISHARES TRcore msci intl | $124,444 | – | 2,223 | +100.0% | 0.07% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $122,404 | – | 1,161 | +100.0% | 0.06% | – |
| NVO | New | NOVO-NORDISK A Sadr | $123,159 | – | 910 | +100.0% | 0.06% | – |
| AVB | New | AVALONBAY CMNTYS INC | $121,889 | – | 755 | +100.0% | 0.06% | – |
| BA | New | BOEING CO | $118,866 | – | 624 | +100.0% | 0.06% | – |
| TRV | New | TRAVELERS COMPANIES INC | $115,869 | – | 618 | +100.0% | 0.06% | – |
| CTAS | New | CINTAS CORP | $115,615 | – | 256 | +100.0% | 0.06% | – |
| ZTS | New | ZOETIS INCcl a | $115,628 | – | 789 | +100.0% | 0.06% | – |
| SRE | New | SEMPRA | $115,596 | – | 748 | +100.0% | 0.06% | – |
| AXP | New | AMERICAN EXPRESS CO | $114,950 | – | 778 | +100.0% | 0.06% | – |
| MDY | New | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $113,574 | – | 256 | +100.0% | 0.06% | – |
| PII | New | POLARIS INC | $113,928 | – | 1,128 | +100.0% | 0.06% | – |
| HUM | New | HUMANA INC | $113,351 | – | 221 | +100.0% | 0.06% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $112,941 | – | 207 | +100.0% | 0.06% | – |
| ALL | New | ALLSTATE CORP | $114,718 | – | 846 | +100.0% | 0.06% | – |
| IWS | New | ISHARES TRrus mdcp val etf | $112,082 | – | 1,064 | +100.0% | 0.06% | – |
| BOTZ | New | GLOBAL X FDSrbtcs artfl inte | $110,682 | – | 5,386 | +100.0% | 0.06% | – |
| SHY | New | ISHARES TR1 3 yr treas bd | $107,226 | – | 1,321 | +100.0% | 0.06% | – |
| ORLY | New | OREILLY AUTOMOTIVE INC | $108,036 | – | 128 | +100.0% | 0.06% | – |
| URI | New | UNITED RENTALS INC | $105,915 | – | 298 | +100.0% | 0.06% | – |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $105,673 | – | 1,902 | +100.0% | 0.06% | – |
| HCA | New | HCA HEALTHCARE INC | $104,863 | – | 437 | +100.0% | 0.06% | – |
| GDV | New | GABELLI DIVID & INCOME TR | $103,462 | – | 5,020 | +100.0% | 0.06% | – |
| BHP | New | BHP GROUP LTDsponsored ads | $102,755 | – | 1,656 | +100.0% | 0.05% | – |
| REMX | New | VANECK ETF TRUSTrare earth/strtg | $101,521 | – | 1,333 | +100.0% | 0.05% | – |
| MU | New | MICRON TECHNOLOGY INC | $103,359 | – | 2,068 | +100.0% | 0.05% | – |
| FANG | New | DIAMONDBACK ENERGY INC | $102,311 | – | 748 | +100.0% | 0.05% | – |
| IBB | New | ISHARES TRishares biotech | $102,143 | – | 778 | +100.0% | 0.05% | – |
| AON | New | AON PLC | $102,648 | – | 342 | +100.0% | 0.05% | – |
| VOE | New | VANGUARD INDEX FDSmcap vl idxvip | $103,321 | – | 764 | +100.0% | 0.05% | – |
| KMI | New | KINDER MORGAN INC DEL | $102,857 | – | 5,689 | +100.0% | 0.05% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $100,773 | – | 2,525 | +100.0% | 0.05% | – |
| ARCC | New | ARES CAPITAL CORP | $99,453 | – | 5,385 | +100.0% | 0.05% | – |
| TMFC | New | RBB FD INCmotley fol etf | $94,212 | – | 3,094 | +100.0% | 0.05% | – |
| QDF | New | FLEXSHARES TRqualt divd idx | $95,769 | – | 1,821 | +100.0% | 0.05% | – |
| AR | New | ANTERO RESOURCES CORP | $92,970 | – | 3,000 | +100.0% | 0.05% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $92,395 | – | 1,279 | +100.0% | 0.05% | – |
| IWP | New | ISHARES TRrus md cp gr etf | $90,622 | – | 1,084 | +100.0% | 0.05% | – |
| SWKS | New | SKYWORKS SOLUTIONS INC | $90,492 | – | 993 | +100.0% | 0.05% | – |
| CPTK | New | CROWN PROPTECH ACQUISITIONS | $91,051 | – | 9,006 | +100.0% | 0.05% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $88,244 | – | 7,893 | +100.0% | 0.05% | – |
| DLR | New | DIGITAL RLTY TR INC | $89,140 | – | 889 | +100.0% | 0.05% | – |
| DBX | New | DROPBOX INCcl a | $88,535 | – | 3,956 | +100.0% | 0.05% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $89,012 | – | 2,980 | +100.0% | 0.05% | – |
| GIS | New | GENERAL MLS INC | $90,055 | – | 1,074 | +100.0% | 0.05% | – |
| SCHW | New | SCHWAB CHARLES CORP | $89,255 | – | 1,072 | +100.0% | 0.05% | – |
| SQ | New | BLOCK INCcl a | $89,358 | – | 1,422 | +100.0% | 0.05% | – |
| IYW | New | ISHARES TRu.s. tech etf | $87,898 | – | 1,180 | +100.0% | 0.05% | – |
| USHY | New | ISHARES TRbroad usd high | $86,670 | – | 2,510 | +100.0% | 0.05% | – |
| OMC | New | OMNICOM GROUP INC | $85,159 | – | 1,044 | +100.0% | 0.04% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $84,252 | – | 598 | +100.0% | 0.04% | – |
| GSLC | New | GOLDMAN SACHS ETF TRactivebeta us lg | $82,688 | – | 1,086 | +100.0% | 0.04% | – |
| SNPS | New | SYNOPSYS INC | $82,696 | – | 259 | +100.0% | 0.04% | – |
| UAL | New | UNITED AIRLS HLDGS INC | $82,789 | – | 2,196 | +100.0% | 0.04% | – |
| MMC | New | MARSH & MCLENNAN COS INC | $82,575 | – | 499 | +100.0% | 0.04% | – |
| AEM | New | AGNICO EAGLE MINES LTD | $82,508 | – | 1,587 | +100.0% | 0.04% | – |
| HIG | New | HARTFORD FINL SVCS GROUP INC | $82,503 | – | 1,088 | +100.0% | 0.04% | – |
| KEYS | New | KEYSIGHT TECHNOLOGIES INC | $81,258 | – | 475 | +100.0% | 0.04% | – |
| PLD | New | PROLOGIS INC. | $81,053 | – | 719 | +100.0% | 0.04% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $80,843 | – | 812 | +100.0% | 0.04% | – |
| IAU | New | ISHARES GOLD TRishares new | $79,592 | – | 2,301 | +100.0% | 0.04% | – |
| TLH | New | ISHARES TR10-20 yr trs etf | $79,945 | – | 739 | +100.0% | 0.04% | – |
| INTU | New | INTUIT | $79,012 | – | 203 | +100.0% | 0.04% | – |
| MUB | New | ISHARES TRnational mun etf | $79,253 | – | 751 | +100.0% | 0.04% | – |
| HON | New | HONEYWELL INTL INC | $79,720 | – | 372 | +100.0% | 0.04% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $78,646 | – | 632 | +100.0% | 0.04% | – |
| VMC | New | VULCAN MATLS CO | $78,449 | – | 448 | +100.0% | 0.04% | – |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $78,066 | – | 1,681 | +100.0% | 0.04% | – |
| GM | New | GENERAL MTRS CO | $76,565 | – | 2,276 | +100.0% | 0.04% | – |
| ROP | New | ROPER TECHNOLOGIES INC | $76,480 | – | 177 | +100.0% | 0.04% | – |
| AWK | New | AMERICAN WTR WKS CO INC NEW | $74,991 | – | 492 | +100.0% | 0.04% | – |
| DES | New | WISDOMTREE TRus smallcap divd | $75,504 | – | 2,655 | +100.0% | 0.04% | – |
| ATO | New | ATMOS ENERGY CORP | $75,311 | – | 672 | +100.0% | 0.04% | – |
| MRNA | New | MODERNA INC | $75,261 | – | 419 | +100.0% | 0.04% | – |
| VGK | New | VANGUARD INTL EQUITY INDEX Fftse europe etf | $75,010 | – | 1,353 | +100.0% | 0.04% | – |
| FISV | New | FISERV INC | $73,781 | – | 730 | +100.0% | 0.04% | – |
| DEO | New | DIAGEO PLCspon adr new | $73,236 | – | 411 | +100.0% | 0.04% | – |
| MSCI | New | MSCI INC | $74,427 | – | 160 | +100.0% | 0.04% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $73,375 | – | 1,964 | +100.0% | 0.04% | – |
| SAP | New | SAP SEspon adr | $73,781 | – | 715 | +100.0% | 0.04% | – |
| BUD | New | ANHEUSER BUSCH INBEV SA/NVsponsored adr | $72,949 | – | 1,215 | +100.0% | 0.04% | – |
| FIW | New | FIRST TR EXCHANGE TRADED FDwtr etf | $71,900 | – | 906 | +100.0% | 0.04% | – |
| BUG | New | GLOBAL X FDScybrscurty etf | $72,625 | – | 3,500 | +100.0% | 0.04% | – |
| TRGP | New | TARGA RES CORP | $72,912 | – | 992 | +100.0% | 0.04% | – |
| CDNS | New | CADENCE DESIGN SYSTEM INC | $71,645 | – | 446 | +100.0% | 0.04% | – |
| ISRG | New | INTUITIVE SURGICAL INC | $72,175 | – | 272 | +100.0% | 0.04% | – |
| BAND | New | BANDWIDTH INC | $69,998 | – | 3,050 | +100.0% | 0.04% | – |
| IPAC | New | ISHARES TRcore msci pac | $70,844 | – | 1,320 | +100.0% | 0.04% | – |
| ADI | New | ANALOG DEVICES INC | $71,025 | – | 433 | +100.0% | 0.04% | – |
| YUM | New | YUM BRANDS INC | $69,291 | – | 541 | +100.0% | 0.04% | – |
| DLTR | New | DOLLAR TREE INC | $69,730 | – | 493 | +100.0% | 0.04% | – |
| KHC | New | KRAFT HEINZ CO | $70,673 | – | 1,736 | +100.0% | 0.04% | – |
| VRSK | New | VERISK ANALYTICS INC | $68,451 | – | 388 | +100.0% | 0.04% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $67,139 | – | 734 | +100.0% | 0.04% | – |
| STE | New | STERIS PLC | $65,750 | – | 356 | +100.0% | 0.04% | – |
| ICLN | New | ISHARES TRgl clean ene etf | $67,252 | – | 3,388 | +100.0% | 0.04% | – |
| USB | New | US BANCORP DEL | $66,767 | – | 1,531 | +100.0% | 0.04% | – |
| FITB | New | FIFTH THIRD BANCORP | $66,506 | – | 2,027 | +100.0% | 0.04% | – |
| EIX | New | EDISON INTL | $64,129 | – | 1,008 | +100.0% | 0.03% | – |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $63,828 | – | 1,273 | +100.0% | 0.03% | – |
| HP | New | HELMERICH & PAYNE INC | $64,888 | – | 1,309 | +100.0% | 0.03% | – |
| SNY | New | SANOFIsponsored adr | $64,170 | – | 1,325 | +100.0% | 0.03% | – |
| NUE | New | NUCOR CORP | $64,719 | – | 491 | +100.0% | 0.03% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $64,232 | – | 2,663 | +100.0% | 0.03% | – |
| AMAT | New | APPLIED MATLS INC | $64,271 | – | 660 | +100.0% | 0.03% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $63,385 | – | 311 | +100.0% | 0.03% | – |
| CNC | New | CENTENE CORP DEL | $62,410 | – | 761 | +100.0% | 0.03% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $62,518 | – | 293 | +100.0% | 0.03% | – |
| AZO | New | AUTOZONE INC | $61,655 | – | 25 | +100.0% | 0.03% | – |
| ADM | New | ARCHER DANIELS MIDLAND CO | $61,188 | – | 659 | +100.0% | 0.03% | – |
| ABNB | New | AIRBNB INC | $60,021 | – | 702 | +100.0% | 0.03% | – |
| OIH | New | VANECK ETF TRUSToil services etf | $60,810 | – | 200 | +100.0% | 0.03% | – |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $60,463 | – | 1,493 | +100.0% | 0.03% | – |
| EQT | New | EQT CORP | $60,691 | – | 1,794 | +100.0% | 0.03% | – |
| ICSH | New | ISHARES TRblackrock ultra | $60,048 | – | 1,200 | +100.0% | 0.03% | – |
| DD | New | DUPONT DE NEMOURS INC | $59,571 | – | 868 | +100.0% | 0.03% | – |
| CTVA | New | CORTEVA INC | $58,721 | – | 999 | +100.0% | 0.03% | – |
| FSK | New | FS KKR CAP CORP | $59,547 | – | 3,403 | +100.0% | 0.03% | – |
| IYH | New | ISHARES TRus hlthcare etf | $56,742 | – | 200 | +100.0% | 0.03% | – |
| D | New | DOMINION ENERGY INC | $57,150 | – | 932 | +100.0% | 0.03% | – |
| EQR | New | EQUITY RESIDENTIALsh ben int | $57,348 | – | 972 | +100.0% | 0.03% | – |
| PSA | New | PUBLIC STORAGE | $57,159 | – | 204 | +100.0% | 0.03% | – |
| UL | New | UNILEVER PLCspon adr new | $57,651 | – | 1,145 | +100.0% | 0.03% | – |
| A | New | AGILENT TECHNOLOGIES INC | $57,466 | – | 384 | +100.0% | 0.03% | – |
| MKTX | New | MARKETAXESS HLDGS INC | $55,220 | – | 198 | +100.0% | 0.03% | – |
| VICI | New | VICI PPTYS INC | $55,048 | – | 1,699 | +100.0% | 0.03% | – |
| GEO | New | GEO GROUP INC NEW | $54,750 | – | 5,000 | +100.0% | 0.03% | – |
| BTI | New | BRITISH AMERN TOB PLCsponsored adr | $55,132 | – | 1,379 | +100.0% | 0.03% | – |
| GRMN | New | GARMIN LTD | $54,451 | – | 590 | +100.0% | 0.03% | – |
| XLC | New | SELECT SECTOR SPDR TR | $53,653 | – | 1,118 | +100.0% | 0.03% | – |
| ETR | New | ENTERGY CORP NEW | $52,650 | – | 468 | +100.0% | 0.03% | – |
| SCHK | New | SCHWAB STRATEGIC TR1000 index etf | $53,918 | – | 1,460 | +100.0% | 0.03% | – |
| LVHD | New | LEGG MASON ETF INVTfranklin us low | $53,256 | – | 1,400 | +100.0% | 0.03% | – |
| PAYX | New | PAYCHEX INC | $50,731 | – | 439 | +100.0% | 0.03% | – |
| New | GENERAL ELECTRIC CO | $51,280 | – | 612 | +100.0% | 0.03% | – | |
| FIS | New | FIDELITY NATL INFORMATION SV | $51,702 | – | 762 | +100.0% | 0.03% | – |
| WFC | New | WELLS FARGO CO NEW | $51,489 | – | 1,247 | +100.0% | 0.03% | – |
| DGS | New | WISDOMTREE TRemg mkts smcap | $52,071 | – | 1,184 | +100.0% | 0.03% | – |
| ANTM | New | ELEVANCE HEALTH INC | $50,784 | – | 99 | +100.0% | 0.03% | – |
| VSS | New | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $49,863 | – | 485 | +100.0% | 0.03% | – |
| ARKQ | New | ARK ETF TRautnmus technlgy | $48,823 | – | 1,191 | +100.0% | 0.03% | – |
| PSJ | New | INVESCO EXCHANGE TRADED FD Tdynmc software | $50,229 | – | 552 | +100.0% | 0.03% | – |
| VPL | New | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $49,163 | – | 764 | +100.0% | 0.03% | – |
| WSBC | New | WESBANCO INC | $50,034 | – | 1,353 | +100.0% | 0.03% | – |
| CPRT | New | COPART INC | $49,199 | – | 808 | +100.0% | 0.03% | – |
| YUMC | New | YUM CHINA HLDGS INC | $49,622 | – | 908 | +100.0% | 0.03% | – |
| VTR | New | VENTAS INC | $49,780 | – | 1,105 | +100.0% | 0.03% | – |
| IVLU | New | ISHARES TRmsci intl vlu ft | $46,757 | – | 2,018 | +100.0% | 0.02% | – |
| OKTA | New | OKTA INCcl a | $46,738 | – | 684 | +100.0% | 0.02% | – |
| RWM | New | PROSHARES TRshrt russell2000 | $46,691 | – | 1,898 | +100.0% | 0.02% | – |
| SHOP | New | SHOPIFY INCcl a | $47,414 | – | 1,366 | +100.0% | 0.02% | – |
| SYF | New | SYNCHRONY FINANCIAL | $47,088 | – | 1,433 | +100.0% | 0.02% | – |
| MGC | New | VANGUARD WORLD FDmega cap index | $47,929 | – | 362 | +100.0% | 0.02% | – |
| BNTX | New | BIONTECH SEsponsored ads | $46,869 | – | 312 | +100.0% | 0.02% | – |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $48,339 | – | 642 | +100.0% | 0.02% | – |
| WPC | New | WP CAREY INC | $48,062 | – | 615 | +100.0% | 0.02% | – |
| DTD | New | WISDOMTREE TRus total dividnd | $48,277 | – | 796 | +100.0% | 0.02% | – |
| FERG | New | FERGUSON PLC NEW | $47,360 | – | 373 | +100.0% | 0.02% | – |
| RIG | New | TRANSOCEAN LTD | $45,600 | – | 10,000 | +100.0% | 0.02% | – |
| ACI | New | ALBERTSONS COS INC | $44,902 | – | 2,165 | +100.0% | 0.02% | – |
| CPT | New | CAMDEN PPTY TRsh ben int | $44,752 | – | 400 | +100.0% | 0.02% | – |
| SOXX | New | ISHARES TRishares semicdtr | $46,281 | – | 133 | +100.0% | 0.02% | – |
| AMP | New | AMERIPRISE FINL INC | $46,394 | – | 149 | +100.0% | 0.02% | – |
| DHI | New | D R HORTON INC | $45,640 | – | 512 | +100.0% | 0.02% | – |
| TX | New | TERNIUM SAsponsored ads | $45,840 | – | 1,500 | +100.0% | 0.02% | – |
| ADSK | New | AUTODESK INC | $46,344 | – | 248 | +100.0% | 0.02% | – |
| ABC | New | AMERISOURCEBERGEN CORP | $45,736 | – | 276 | +100.0% | 0.02% | – |
| SIRI | New | SIRIUS XM HOLDINGS INC | $44,676 | – | 7,650 | +100.0% | 0.02% | – |
| IGV | New | ISHARES TRexpanded tech | $46,309 | – | 181 | +100.0% | 0.02% | – |
| CTSH | New | COGNIZANT TECHNOLOGY SOLUTIOcl a | $44,894 | – | 785 | +100.0% | 0.02% | – |
| SJM | New | SMUCKER J M CO | $44,210 | – | 279 | +100.0% | 0.02% | – |
| BRP | New | BRP GROUP INC | $43,618 | – | 1,735 | +100.0% | 0.02% | – |
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $44,269 | – | 951 | +100.0% | 0.02% | – |
| SONY | New | SONY GROUP CORPORATIONsponsored adr | $43,327 | – | 568 | +100.0% | 0.02% | – |
| PGR | New | PROGRESSIVE CORP | $44,361 | – | 342 | +100.0% | 0.02% | – |
| EMB | New | ISHARES TRjpmorgan usd emg | $43,755 | – | 517 | +100.0% | 0.02% | – |
| NEAR | New | ISHARES U S ETF TRblackrock st mat | $42,027 | – | 853 | +100.0% | 0.02% | – |
| NFLX | New | NETFLIX INC | $42,463 | – | 144 | +100.0% | 0.02% | – |
| VV | New | VANGUARD INDEX FDSlarge cap etf | $42,331 | – | 243 | +100.0% | 0.02% | – |
| LKQ | New | LKQ CORP | $41,767 | – | 782 | +100.0% | 0.02% | – |
| BMRN | New | BIOMARIN PHARMACEUTICAL INC | $42,534 | – | 411 | +100.0% | 0.02% | – |
| FDX | New | FEDEX CORP | $41,048 | – | 237 | +100.0% | 0.02% | – |
| ICVT | New | ISHARES TRconv bd etf | $41,126 | – | 592 | +100.0% | 0.02% | – |
| LIT | New | GLOBAL X FDSlithium btry etf | $42,669 | – | 728 | +100.0% | 0.02% | – |
| IHI | New | ISHARES TRu.s. med dvc etf | $41,793 | – | 795 | +100.0% | 0.02% | – |
| NNN | New | NATIONAL RETAIL PROPERTIES I | $40,909 | – | 894 | +100.0% | 0.02% | – |
| CHK | New | CHESAPEAKE ENERGY CORP | $41,428 | – | 439 | +100.0% | 0.02% | – |
| IUSV | New | ISHARES TRcore s&p us vlu | $38,988 | – | 552 | +100.0% | 0.02% | – |
| DOW | New | DOW INC | $38,901 | – | 772 | +100.0% | 0.02% | – |
| HDB | New | HDFC BANK LTDsponsored ads | $40,088 | – | 586 | +100.0% | 0.02% | – |
| DGRW | New | WISDOMTREE TRus qtly div grt | $39,234 | – | 650 | +100.0% | 0.02% | – |
| SDY | New | SPDR SER TRs&p divid etf | $40,411 | – | 323 | +100.0% | 0.02% | – |
| IDV | New | ISHARES TRintl sel div etf | $40,007 | – | 1,473 | +100.0% | 0.02% | – |
| IAI | New | ISHARES TRus br del se etf | $39,606 | – | 412 | +100.0% | 0.02% | – |
| ACLS | New | AXCELIS TECHNOLOGIES INC | $39,680 | – | 500 | +100.0% | 0.02% | – |
| WSO | New | WATSCO INC | $38,906 | – | 156 | +100.0% | 0.02% | – |
| CINF | New | CINCINNATI FINL CORP | $37,168 | – | 363 | +100.0% | 0.02% | – |
| IWB | New | ISHARES TRrus 1000 etf | $37,262 | – | 177 | +100.0% | 0.02% | – |
| GSIE | New | GOLDMAN SACHS ETF TRactivebeta int | $37,034 | – | 1,287 | +100.0% | 0.02% | – |
| CMF | New | ISHARES TRcalif mun bd etf | $38,828 | – | 692 | +100.0% | 0.02% | – |
| ARE | New | ALEXANDRIA REAL ESTATE EQ IN | $37,874 | – | 260 | +100.0% | 0.02% | – |
| VNQ | New | VANGUARD INDEX FDSreal estate etf | $38,023 | – | 461 | +100.0% | 0.02% | – |
| WDAY | New | WORKDAY INCcl a | $37,984 | – | 227 | +100.0% | 0.02% | – |
| IAGG | New | ISHARES TRcore intl aggr | $38,278 | – | 805 | +100.0% | 0.02% | – |
| GOLD | New | BARRICK GOLD CORP | $35,837 | – | 2,086 | +100.0% | 0.02% | – |
| GAB | New | GABELLI EQUITY TR INC | $36,113 | – | 6,590 | +100.0% | 0.02% | – |
| NVS | New | NOVARTIS AGsponsored adr | $35,290 | – | 389 | +100.0% | 0.02% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $35,588 | – | 404 | +100.0% | 0.02% | – |
| KRBN | New | KRANESHARES TRglobal carb stra | $36,470 | – | 1,000 | +100.0% | 0.02% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $36,966 | – | 355 | +100.0% | 0.02% | – |
| BLOK | New | AMPLIFY ETF TRblockchain ldr | $36,001 | – | 2,381 | +100.0% | 0.02% | – |
| IEF | New | ISHARES TR7-10 yr trsy bd | $36,971 | – | 386 | +100.0% | 0.02% | – |
| XLU | New | SELECT SECTOR SPDR TRsbi int-utils | $36,378 | – | 516 | +100.0% | 0.02% | – |
| DOL | New | WISDOMTREE TRintl lrgcap dv | $36,370 | – | 826 | +100.0% | 0.02% | – |
| HWM | New | HOWMET AEROSPACE INC | $36,533 | – | 927 | +100.0% | 0.02% | – |
| RPM | New | RPM INTL INC | $36,349 | – | 373 | +100.0% | 0.02% | – |
| GD | New | GENERAL DYNAMICS CORP | $36,968 | – | 149 | +100.0% | 0.02% | – |
| QRVO | New | QORVO INC | $34,353 | – | 379 | +100.0% | 0.02% | – |
| VEEV | New | VEEVA SYS INC | $33,406 | – | 207 | +100.0% | 0.02% | – |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $33,574 | – | 687 | +100.0% | 0.02% | – |
| FCNCA | New | FIRST CTZNS BANCSHARES INC Ncl a | $34,885 | – | 46 | +100.0% | 0.02% | – |
| SLB | New | SCHLUMBERGER LTD | $34,802 | – | 651 | +100.0% | 0.02% | – |
| KDP | New | KEURIG DR PEPPER INC | $33,556 | – | 941 | +100.0% | 0.02% | – |
| IPG | New | INTERPUBLIC GROUP COS INC | $34,201 | – | 1,027 | +100.0% | 0.02% | – |
| KR | New | KROGER CO | $34,817 | – | 781 | +100.0% | 0.02% | – |
| NOW | New | SERVICENOW INC | $34,944 | – | 90 | +100.0% | 0.02% | – |
| AES | New | AES CORP | $33,966 | – | 1,181 | +100.0% | 0.02% | – |
| OTIS | New | OTIS WORLDWIDE CORP | $33,282 | – | 425 | +100.0% | 0.02% | – |
| OXY | New | OCCIDENTAL PETE CORP | $34,582 | – | 549 | +100.0% | 0.02% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $34,986 | – | 307 | +100.0% | 0.02% | – |
| STZ | New | CONSTELLATION BRANDS INCcl a | $33,836 | – | 146 | +100.0% | 0.02% | – |
| COF | New | CAPITAL ONE FINL CORP | $34,488 | – | 371 | +100.0% | 0.02% | – |
| IYC | New | ISHARES TRus consum discre | $34,461 | – | 605 | +100.0% | 0.02% | – |
| FAST | New | FASTENAL CO | $33,077 | – | 699 | +100.0% | 0.02% | – |
| AA | New | ALCOA CORP | $31,556 | – | 694 | +100.0% | 0.02% | – |
| DFS | New | DISCOVER FINL SVCS | $31,403 | – | 321 | +100.0% | 0.02% | – |
| CNP | New | CENTERPOINT ENERGY INC | $31,969 | – | 1,066 | +100.0% | 0.02% | – |
| EMR | New | EMERSON ELEC CO | $32,372 | – | 337 | +100.0% | 0.02% | – |
| WRB | New | BERKLEY W R CORP | $32,076 | – | 442 | +100.0% | 0.02% | – |
| CSGP | New | COSTAR GROUP INC | $30,371 | – | 393 | +100.0% | 0.02% | – |
| New | RIVIAN AUTOMOTIVE INC | $29,857 | – | 1,620 | +100.0% | 0.02% | – | |
| TDG | New | TRANSDIGM GROUP INC | $29,594 | – | 47 | +100.0% | 0.02% | – |
| IWN | New | ISHARES TRrus 2000 val etf | $30,785 | – | 222 | +100.0% | 0.02% | – |
| IQDG | New | WISDOMTREE TRintl qulty div | $30,610 | – | 1,000 | +100.0% | 0.02% | – |
| EWRE | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql rel | $30,750 | – | 1,000 | +100.0% | 0.02% | – |
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $30,554 | – | 109 | +100.0% | 0.02% | – |
| IDXX | New | IDEXX LABS INC | $31,005 | – | 76 | +100.0% | 0.02% | – |
| FTNT | New | FORTINET INC | $31,143 | – | 637 | +100.0% | 0.02% | – |
| ERX | New | DIREXION SHS ETF TRdly enrgy bull2x | $29,948 | – | 450 | +100.0% | 0.02% | – |
| MRVL | New | MARVELL TECHNOLOGY INC | $27,965 | – | 755 | +100.0% | 0.02% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $27,657 | – | 4,308 | +100.0% | 0.02% | – |
| ROST | New | ROSS STORES INC | $28,553 | – | 246 | +100.0% | 0.02% | – |
| IEFA | New | ISHARES TRcore msci eafe | $28,539 | – | 463 | +100.0% | 0.02% | – |
| PYPL | New | PAYPAL HLDGS INC | $29,271 | – | 411 | +100.0% | 0.02% | – |
| ARCH | New | ARCH RESOURCES INCcl a | $28,558 | – | 200 | +100.0% | 0.02% | – |
| IT | New | GARTNER INC | $28,908 | – | 86 | +100.0% | 0.02% | – |
| DRI | New | DARDEN RESTAURANTS INC | $28,773 | – | 208 | +100.0% | 0.02% | – |
| CHKP | New | CHECK POINT SOFTWARE TECH LTord | $27,755 | – | 220 | +100.0% | 0.02% | – |
| Z | New | ZILLOW GROUP INCcl c cap stk | $28,796 | – | 894 | +100.0% | 0.02% | – |
| PKW | New | INVESCO EXCHANGE TRADED FD Tbuyback achiev | $27,721 | – | 324 | +100.0% | 0.02% | – |
| TECH | New | BIO-TECHNE CORP | $28,511 | – | 344 | +100.0% | 0.02% | – |
| PCQ | New | PIMCO CALIF MUN INCOME FD | $28,437 | – | 1,887 | +100.0% | 0.02% | – |
| OKE | New | ONEOK INC NEW | $29,105 | – | 443 | +100.0% | 0.02% | – |
| New | HALEON PLCspon ads | $29,328 | – | 3,666 | +100.0% | 0.02% | – | |
| ENPH | New | ENPHASE ENERGY INC | $28,616 | – | 108 | +100.0% | 0.02% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $28,394 | – | 155 | +100.0% | 0.02% | – |
| CFG | New | CITIZENS FINL GROUP INC | $27,913 | – | 709 | +100.0% | 0.02% | – |
| AME | New | AMETEK INC | $27,804 | – | 199 | +100.0% | 0.02% | – |
| RELX | New | RELX PLCsponsored adr | $27,055 | – | 976 | +100.0% | 0.01% | – |
| RHI | New | ROBERT HALF INTL INC | $26,800 | – | 363 | +100.0% | 0.01% | – |
| BEN | New | FRANKLIN RESOURCES INC | $27,013 | – | 1,024 | +100.0% | 0.01% | – |
| ES | New | EVERSOURCE ENERGY | $26,996 | – | 322 | +100.0% | 0.01% | – |
| IP | New | INTERNATIONAL PAPER CO | $27,288 | – | 788 | +100.0% | 0.01% | – |
| XLY | New | SELECT SECTOR SPDR TRsbi cons discr | $25,703 | – | 199 | +100.0% | 0.01% | – |
| EA | New | ELECTRONIC ARTS INC | $25,780 | – | 211 | +100.0% | 0.01% | – |
| OHI | New | OMEGA HEALTHCARE INVS INC | $26,776 | – | 958 | +100.0% | 0.01% | – |
| ABB | New | ABB LTDsponsored adr | $27,048 | – | 888 | +100.0% | 0.01% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $27,228 | – | 203 | +100.0% | 0.01% | – |
| BLL | New | BALL CORP | $25,928 | – | 507 | +100.0% | 0.01% | – |
| MNST | New | MONSTER BEVERAGE CORP NEW | $26,296 | – | 259 | +100.0% | 0.01% | – |
| SLV | New | ISHARES SILVER TRishares | $26,050 | – | 1,183 | +100.0% | 0.01% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $26,160 | – | 928 | +100.0% | 0.01% | – |
| AVUV | New | AMERICAN CENTY ETF TRus sml cp valu | $26,824 | – | 360 | +100.0% | 0.01% | – |
| WLTW | New | WILLIS TOWERS WATSON PLC LTD | $27,148 | – | 111 | +100.0% | 0.01% | – |
| KLAC | New | KLA CORP | $25,261 | – | 67 | +100.0% | 0.01% | – |
| ETSY | New | ETSY INC | $23,956 | – | 200 | +100.0% | 0.01% | – |
| VRSN | New | VERISIGN INC | $25,064 | – | 122 | +100.0% | 0.01% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $25,496 | – | 342 | +100.0% | 0.01% | – |
| RBLX | New | ROBLOX CORPcl a | $24,760 | – | 870 | +100.0% | 0.01% | – |
| NAC | New | NUVEEN CA QUALTY MUN INCOME | $25,062 | – | 2,264 | +100.0% | 0.01% | – |
| LVS | New | LAS VEGAS SANDS CORP | $24,083 | – | 501 | +100.0% | 0.01% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $25,014 | – | 168 | +100.0% | 0.01% | – |
| FLT | New | FLEETCOR TECHNOLOGIES INC | $24,429 | – | 133 | +100.0% | 0.01% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $25,529 | – | 350 | +100.0% | 0.01% | – |
| MGK | New | VANGUARD WORLD FDmega grwth ind | $25,122 | – | 146 | +100.0% | 0.01% | – |
| NTAP | New | NETAPP INC | $23,423 | – | 390 | +100.0% | 0.01% | – |
| PDCE | New | PDC ENERGY INC | $22,599 | – | 356 | +100.0% | 0.01% | – |
| VPG | New | VISHAY PRECISION GROUP INC | $23,461 | – | 607 | +100.0% | 0.01% | – |
| PDBC | New | INVESCO ACTVELY MNGD ETC FDoptimum yield | $21,963 | – | 1,486 | +100.0% | 0.01% | – |
| RJF | New | RAYMOND JAMES FINL INC | $23,400 | – | 219 | +100.0% | 0.01% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $21,900 | – | 208 | +100.0% | 0.01% | – |
| DECK | New | DECKERS OUTDOOR CORP | $23,550 | – | 59 | +100.0% | 0.01% | – |
| WELL | New | WELLTOWER INC | $21,959 | – | 335 | +100.0% | 0.01% | – |
| GPC | New | GENUINE PARTS CO | $22,383 | – | 129 | +100.0% | 0.01% | – |
| FDS | New | FACTSET RESH SYS INC | $22,067 | – | 55 | +100.0% | 0.01% | – |
| AGR | New | AVANGRID INC | $21,920 | – | 510 | +100.0% | 0.01% | – |
| RS | New | RELIANCE STEEL & ALUMINUM CO | $22,268 | – | 110 | +100.0% | 0.01% | – |
| AVDV | New | AMERICAN CENTY ETF TRintl smcp vlu | $22,306 | – | 403 | +100.0% | 0.01% | – |
| NDAQ | New | NASDAQ INC | $23,006 | – | 375 | +100.0% | 0.01% | – |
| LUV | New | SOUTHWEST AIRLS CO | $22,357 | – | 664 | +100.0% | 0.01% | – |
| EME | New | EMCOR GROUP INC | $23,105 | – | 156 | +100.0% | 0.01% | – |
| ANET | New | ARISTA NETWORKS INC | $20,751 | – | 171 | +100.0% | 0.01% | – |
| MCO | New | MOODYS CORP | $21,732 | – | 78 | +100.0% | 0.01% | – |
| PFF | New | ISHARES TRpfd and incm sec | $20,883 | – | 684 | +100.0% | 0.01% | – |
| New | WARNER BROS DISCOVERY INC | $20,050 | – | 2,115 | +100.0% | 0.01% | – | |
| LYV | New | LIVE NATION ENTERTAINMENT IN | $21,131 | – | 303 | +100.0% | 0.01% | – |
| WST | New | WEST PHARMACEUTICAL SVSC INC | $20,946 | – | 89 | +100.0% | 0.01% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $20,863 | – | 673 | +100.0% | 0.01% | – |
| LDOS | New | LEIDOS HOLDINGS INC | $21,038 | – | 200 | +100.0% | 0.01% | – |
| CRH | New | CRH PLCadr | $20,731 | – | 521 | +100.0% | 0.01% | – |
| VALE | New | VALE S Asponsored ads | $21,382 | – | 1,260 | +100.0% | 0.01% | – |
| NDSN | New | NORDSON CORP | $20,206 | – | 85 | +100.0% | 0.01% | – |
| IXN | New | ISHARES TRglobal tech etf | $20,846 | – | 465 | +100.0% | 0.01% | – |
| New | PROSHARES TRbitcoin strate | $21,277 | – | 2,040 | +100.0% | 0.01% | – | |
| NUV | New | NUVEEN MUN VALUE FD INC | $21,190 | – | 2,464 | +100.0% | 0.01% | – |
| DOV | New | DOVER CORP | $21,530 | – | 159 | +100.0% | 0.01% | – |
| ACGL | New | ARCH CAP GROUP LTDord | $20,843 | – | 332 | +100.0% | 0.01% | – |
| CPTKU | New | CROWN PROPTECH ACQUISITIONSunit 99/99/9999 | $20,300 | – | 2,000 | +100.0% | 0.01% | – |
| EDIT | New | EDITAS MEDICINE INC | $20,179 | – | 2,275 | +100.0% | 0.01% | – |
| RE | New | EVEREST RE GROUP LTD | $21,533 | – | 65 | +100.0% | 0.01% | – |
| ICLR | New | ICON PLC | $20,008 | – | 103 | +100.0% | 0.01% | – |
| ROBO | New | EXCHANGE TRADED CONCEPTS TRrobo glb etf | $21,451 | – | 463 | +100.0% | 0.01% | – |
| KBH | New | KB HOME | $20,830 | – | 654 | +100.0% | 0.01% | – |
| JKHY | New | HENRY JACK & ASSOC INC | $20,189 | – | 115 | +100.0% | 0.01% | – |
| New | ALPS ETF TRoshares us qualt | $21,077 | – | 509 | +100.0% | 0.01% | – | |
| TROW | New | PRICE T ROWE GROUP INC | $21,158 | – | 194 | +100.0% | 0.01% | – |
| GTY | New | GETTY RLTY CORP NEW | $20,310 | – | 600 | +100.0% | 0.01% | – |
| CAR | New | AVIS BUDGET GROUP | $21,147 | – | 129 | +100.0% | 0.01% | – |
| IUSG | New | ISHARES TRput | $0 | – | 0 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 7.0% |
| MICROSOFT CORP | 8 | Q3 2023 | 5.3% |
| INVESCO QQQ TR | 8 | Q3 2023 | 10.4% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 3.8% |
| ISHARES TR | 8 | Q3 2023 | 2.8% |
| HOME DEPOT INC | 8 | Q3 2023 | 2.2% |
| JPMORGAN CHASE & CO | 8 | Q3 2023 | 2.1% |
| CHEVRON CORP NEW | 8 | Q3 2023 | 2.0% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 2.1% |
| ALPHABET INC | 8 | Q3 2023 | 1.8% |
View Resurgent Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
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.