Resurgent Financial Advisors LLC Portfolio Holdings
Q3 2025•203 long positions•$201.4M portfolio value
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Holding221 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $11.6M 5.74% | -$106.2K Sold | 0.0% 22.3K shares | 22.5K → 22.3K −$106.2K | -0.91% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
Consumer Electronics Technology | $9.5M 4.73% | -$332.5K Sold | 0.0% 37.4K shares | 38.7K → 37.4K −$332.5K | -3.38% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $6.1M 3.04% | +$180.0K Bought | 0.001% 12.2K shares | 11.8K → 12.2K +$180.0K | +3.03% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
Semiconductors Technology | $5.9M 2.94% | -$123.3K Sold | 0.0% 31.7K shares | 32.4K → 31.7K −$123.3K | -2.04% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Banks - Diversified Financial Services | $5.6M 2.77% | -$729.0K Sold | 0.001% 17.7K shares | 20.0K → 17.7K −$729.0K | -11.55% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.8M 2.36% | -$65.3K Sold | — 7.1K shares | 7.2K → 7.1K −$65.3K | -1.35% | — — | Q4 2023 Held for 1y 11m | |
Unknown Unknown | $4.6M 2.3% | -$56.3K Sold | — 21.5K shares | 21.7K → 21.5K −$56.3K | -1.2% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $4.4M 2.2% | -$75.6K Sold | 0.0% 18.2K shares | 18.5K → 18.2K −$75.6K | -1.68% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.7M 1.84% | -$292.8K Sold | — 18.2K shares | 19.6K → 18.2K −$292.8K | -7.32% | — — | Q1 2022 Held for 3y 8m | |
Specialty Retail Consumer Cyclical | $3.7M 1.82% | +$77.7K Bought | 0.0% 16.7K shares | 16.3K → 16.7K +$77.7K | +2.17% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $2.8M 1.41% | +$66.1K Bought | 0.0% 27.5K shares | 26.8K → 27.5K +$66.1K | +2.39% | $821.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Home Improvement Consumer Cyclical | $2.7M 1.33% | -$124.4K Sold | 0.001% 6.6K shares | 6.9K → 6.6K −$124.4K | -4.43% | $403.32B Mega Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Exploration & Production Energy | $2.5M 1.25% | -$18.7K Sold | 0.012% 2.7K shares | 2.7K → 2.7K −$18.7K | -0.74% | $21.5B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.5M 1.24% | -$232.9K Sold | — 3.7K shares | 4.1K → 3.7K −$232.9K | -8.53% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $2.5M 1.24% | +$2.5M New | — 23.0K shares | 0 → 23.0K +$2.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.2M 1.11% | +$104.6K Bought | — 34.3K shares | 32.7K → 34.3K +$104.6K | +4.92% | — — | Q1 2024 Held for 1y 8m | |
Oil & Gas Exploration & Production Energy | $2.2M 1.1% | +$24.0K Bought | 0.002% 23.4K shares | 23.1K → 23.4K +$24.0K | +1.1% | $118.14B Large Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $2.2M 1.08% | -$251.6K Sold | 0.0% 11.7K shares | 13.1K → 11.7K −$251.6K | -10.37% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
Oil & Gas Integrated Energy | $2.1M 1.04% | +$28.3K Bought | 0.0% 18.6K shares | 18.4K → 18.6K +$28.3K | +1.37% | $480.68B Mega Cap | Q4 2021 Held for 3y 11m | |
Industrial - Machinery Industrials | $2.1M 1.03% | -$269.8K Sold | 0.001% 5.5K shares | 6.2K → 5.5K −$269.8K | -11.54% | $145.70B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.0M 1.01% | -$2.2K Sold | — 35.5K shares | 35.5K → 35.5K −$2.2K | -0.11% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.9M 0.939% | +$62.7K Bought | — 25.8K shares | 24.9K → 25.8K +$62.7K | +3.43% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 0.904% | +$611.9K Bought | — 36.2K shares | 24.0K → 36.2K +$611.9K | +50.66% | — — | Q3 2024 Held for 1y 2m | |
Engineering & Construction Industrials | $1.8M 0.884% | -$48.5K Sold | 0.003% 4.3K shares | 4.4K → 4.3K −$48.5K | -2.65% | $61.8B Large Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.7M 0.857% | +$1.7M New | — 22.7K shares | 0 → 22.7K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.7M 0.855% | -$48.6K Sold | — 19.8K shares | 20.3K → 19.8K −$48.6K | -2.74% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 0.842% | +$352.5K Bought | — 28.6K shares | 22.7K → 28.6K +$352.5K | +26.24% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $1.6M 0.816% | -$120.4K Sold | 0.0% 5.0K shares | 5.3K → 5.0K −$120.4K | -6.83% | $1.56T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.6M 0.808% | -$283.9K Sold | — 34.8K shares | 40.9K → 34.8K −$283.9K | -14.86% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.6M 0.792% | -$59.8K Sold | — 13.2K shares | 13.7K → 13.2K −$59.8K | -3.61% | — — | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $1.6M 0.789% | +$368.7K Bought | 0.0% 2.2K shares | 1.7K → 2.2K +$368.7K | +30.24% | $1.84T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $1.5M 0.769% | -$90.9K Sold | 0.001% 10.8K shares | 11.5K → 10.8K −$90.9K | -5.55% | $127.24B Large Cap | Q1 2025 Held for 8 months | |
Oil & Gas Integrated Energy | $1.5M 0.763% | -$19.9K Sold | 0.0% 9.9K shares | 10.0K → 9.9K −$19.9K | -1.28% | $312.88B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.5M 0.755% | -$40.4K Sold | — 29.1K shares | 29.8K → 29.1K −$40.4K | -2.59% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.4M 0.697% | +$45.7K Bought | — 11.8K shares | 11.4K → 11.8K +$45.7K | +3.37% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 0.652% | -$505.1K Sold | — 6.8K shares | 9.3K → 6.8K −$505.1K | -27.78% | — — | Q4 2022 Held for 2y 11m | |
Entertainment Communication Services | $1.3M 0.647% | -$19.2K Sold | 0.0% 1.1K shares | 1.1K → 1.1K −$19.2K | -1.45% | $509.45B Mega Cap | Q2 2024 Held for 1y 5m | |
Financial - Credit Services Financial Services | $1.3M 0.632% | -$145.1K Sold | 0.0% 3.7K shares | 4.2K → 3.7K −$145.1K | -10.23% | $662.60B Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.615% | +$186.4K Bought | — 28.6K shares | 24.3K → 28.6K +$186.4K | +17.7% | — — | Q4 2023 Held for 1y 11m | |
Regulated Electric Utilities | $1.2M 0.607% | -$114.0K Sold | 0.001% 16.2K shares | 17.7K → 16.2K −$114.0K | -8.54% | $155.46B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.601% | +$22.9K Bought | — 5.9K shares | 5.7K → 5.9K +$22.9K | +1.93% | — — | Q4 2023 Held for 1y 11m | |
Oil & Gas Refining & Marketing Energy | $1.2M 0.596% | -$66.3K Sold | 0.002% 6.2K shares | 6.6K → 6.2K −$66.3K | -5.24% | $58.6B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.58% | -$275.3K Sold | — 17.2K shares | 21.3K → 17.2K −$275.3K | -19.07% | — — | Q1 2022 Held for 3y 8m | |
Discount Stores Consumer Defensive | $1.1M 0.566% | -$123.1K Sold | 0.0% 1.2K shares | 1.4K → 1.2K −$123.1K | -9.74% | $410.27B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.549% | +$31.4K Bought | — 12.3K shares | 12.0K → 12.3K +$31.4K | +2.93% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.1M 0.541% | -$26.3K Sold | — 5.2K shares | 5.3K → 5.2K −$26.3K | -2.36% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.1M 0.525% | +$89.2K Bought | — 13.5K shares | 12.4K → 13.5K +$89.2K | +9.21% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.0M 0.514% | -$458.3K Sold | — 4.3K shares | 6.2K → 4.3K −$458.3K | -30.69% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.0M 0.513% | -$51.4K Sold | — 16.5K shares | 17.3K → 16.5K −$51.4K | -4.74% | — — | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.0M 0.509% | +$55.1K Bought | 0.0% 2.3K shares | 2.2K → 2.3K +$55.1K | +5.68% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m |
