Asset Manager
← All Institutions
Resurgent Financial Advisors LLC
Market Value
$357M
+30.6%
Holdings
324
+57
New Purchases
70
Added To
157
Closed
17
Reduced
65
Top 10 Concentration
30.3%
Turnover
26.9%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| AMAT | 0.91% | 0.00% | +0.91% | $3M |
| MU | 0.86% | 0.08% | +0.78% | $3M |
| GOOGL | 5.38% | 4.64% | +0.73% | $19M |
| ASML | 0.49% | 0.00% | +0.49% | $2M |
| AAPL | 4.47% | 4.08% | +0.39% | $16M |
| NVDA | 4.83% | 4.45% | +0.38% | $17M |
| AVGO | 1.81% | 1.43% | +0.38% | $6M |
| HD | 0.88% | 0.50% | +0.37% | $3M |
| GWW | 1.19% | 0.87% | +0.32% | $4M |
| LLY | 1.87% | 1.59% | +0.28% | $7M |
| IALT | 0.28% | 0.00% | +0.28% | $985K |
| AMD | 0.43% | 0.16% | +0.27% | $2M |
| INTC | 0.46% | 0.19% | +0.27% | $2M |
| V | 1.90% | 1.66% | +0.24% | $7M |
| SPMO | 0.38% | 0.15% | +0.23% | $1M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| INTU | 0.00% | 0.86% | -0.86% | $0 |
| SPY | 1.28% | 1.86% | -0.58% | $5M |
| SGOV | 0.15% | 0.63% | -0.48% | $551K |
| ADP | 0.00% | 0.48% | -0.48% | $0 |
| XONA.DE | 0.95% | 1.42% | -0.47% | $3M |
| COP | 0.60% | 1.04% | -0.44% | $2M |
| TPL | 0.97% | 1.39% | -0.42% | $3M |
| FXE | 0.60% | 0.93% | -0.33% | $2M |
| WMT | 0.95% | 1.27% | -0.32% | $3M |
| CVX | 0.66% | 0.97% | -0.31% | $2M |
| MKL | 0.00% | 0.28% | -0.28% | $0 |
| EFV | 0.00% | 0.27% | -0.27% | $0 |
| MSFT | 4.18% | 4.45% | -0.27% | $15M |
| USFR | 0.40% | 0.67% | -0.27% | $1M |
| QUAL | 0.00% | 0.27% | -0.27% | $0 |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 65 | $186M | 52.0% |
| Large Cap | 172 | $132M | 37.0% |
| Mid Cap | 41 | $23M | 6.5% |
| Small Cap | 30 | $12M | 3.4% |
| Micro Cap | 16 | $4M | 1.1% |
Portfolio Analytics
Avg Market Cap
$227.6B
Median Market Cap
$48.8B
Avg P/E
32.5
Median P/E
22.0
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
182
# ETFs / Funds
142
Top Holdings (324 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | 5.38% | 53,756 | $19M | $357.37 | $7M | +9,585 | +21.7% | |
| 2 | NVDA | 4.83% | 86,317 | $17M | $200.09 | $5M | +16,488 | +23.6% | |
| 3 | AAPL | 4.47% | 55,146 | $16M | $289.36 | $5M | +11,163 | +25.4% | |
| 4 | MSFT | 4.18% | 40,008 | $15M | $373.02 | $3M | +7,131 | +21.7% | |
| 5 | BRK-B | 2.64% | 18,866 | $9M | $500.39 | $2M | +3,739 | +24.7% | |
| 6 | V | 1.90% | 19,761 | $7M | $343.09 | $2M | +4,759 | +31.7% | |
| 7 | LLY | 1.87% | 5,580 | $7M | $1,199.38 | $2M | +835 | +17.6% | |
| 8 | AVGO | 1.81% | 17,100 | $6M | $377.74 | $3M | +4,460 | +35.3% | |
| 9 | VIG | 1.60% | 24,228 | $6M | $236.62 | $929K | +1,892 | +8.5% | |
| 10 | JNJ | 1.59% | 22,360 | $6M | $253.97 | $863K | +2,660 | +13.5% | |
| 11 | JPM | 1.53% | 16,655 | $5M | $327.34 | $699K | +499 | +3.1% | |
| 12 | AMZN | 1.37% | 20,557 | $5M | $238.34 | $1M | +3,330 | +19.3% | |
| 13 | META | 1.33% | 8,458 | $5M | $563.31 | $2M | +2,871 | +51.4% | |
| 14 | SPY | 1.28% | 6,137 | $5M | $746.83 | -$519K | -1,709 | -21.8% | |
| 15 | ETN | 1.25% | 10,480 | $4M | $426.12 | $1M | +1,331 | +14.6% | |
| 16 | GWW | 1.19% | 3,132 | $4M | $1,360.25 | $2M | +938 | +42.8% | |
| 17 | MA | 1.06% | 7,377 | $4M | $513.57 | $657K | +1,110 | +17.7% | |
| 18 | MCK | 1.04% | 4,932 | $4M | $755.63 | $366K | +1,048 | +27.0% | |
| 19 | IWD | 1.01% | 14,929 | $4M | $242.43 | $195K | -1,098 | -6.8% | |
| 20 | SYK | 0.99% | 11,183 | $4M | $314.83 | $771K | +2,814 | +33.6% | |
| 21 | TPL | 0.97% | 7,954 | $3M | $437.64 | -$334K | -86 | -1.1% | |
| 22 | IVV | 0.96% | 4,577 | $3M | $748.89 | $897K | +702 | +18.1% | |
| 23 | XONA.DE | 0.95% | 24,901 | $3M | $136.72 | -$486K | +1,972 | +8.6% | |
| 24 | WMT | 0.95% | 30,039 | $3M | $113.26 | -$80K | +2,022 | +7.2% | |
| 25 | SPYM | 0.91% | 37,161 | $3M | $87.88 | $1M | +11,786 | +46.5% | |
| 26 | AMAT | 0.91% | 4,507 | $3M | $723.06 | — | +4,507 | — | NEW |
| 27 | HD | 0.88% | 8,866 | $3M | $352.70 | $2M | +4,700 | +112.8% | |
| 28 | MU | 0.86% | 2,651 | $3M | $1,154.29 | $3M | +2,000 | +307.2% | |
| 29 | IUSB | 0.72% | 55,822 | $3M | $46.15 | $907K | +19,674 | +54.4% | |
| 30 | PWR | 0.71% | 3,534 | $3M | $720.04 | $534K | -129 | -3.5% | |
| 31 | SPHQ | 0.71% | 27,964 | $3M | $90.10 | $510K | +1,235 | +4.6% | |
| 32 | RTX | 0.68% | 12,898 | $2M | $189.73 | $623K | +3,440 | +36.4% | |
| 33 | CVX | 0.66% | 14,275 | $2M | $165.75 | -$293K | +1,423 | +11.1% | |
| 34 | JEPQ | 0.61% | 35,269 | $2M | $61.46 | $262K | +949 | +2.8% | |
| 35 | FXE | 0.60% | 20,347 | $2M | $105.44 | -$400K | -3,510 | -14.7% | |
| 36 | COP | 0.60% | 20,454 | $2M | $103.96 | -$706K | -1,006 | -4.7% | |
| 37 | APH | 0.56% | 11,344 | $2M | $176.32 | $955K | +3,068 | +37.1% | |
| 38 | SPGI | 0.53% | 4,656 | $2M | $407.26 | $265K | +821 | +21.4% | |
| 39 | DLN | 0.53% | 19,569 | $2M | $96.32 | $124K | -144 | -0.7% | |
| 40 | IVW | 0.52% | 13,630 | $2M | $137.53 | $352K | +167 | +1.2% | |
| 41 | CSCO | 0.51% | 15,544 | $2M | $117.46 | $783K | +2,100 | +15.6% | |
| 42 | DYNF | 0.50% | 26,198 | $2M | $68.01 | $288K | +528 | +2.1% | |
| 43 | NEE | 0.49% | 20,048 | $2M | $87.77 | $214K | +3,404 | +20.4% | |
| 44 | ASML | 0.49% | 874 | $2M | $1,989.55 | — | +874 | — | NEW |
| 45 | MLPX | 0.49% | 23,531 | $2M | $73.66 | $105K | +1,504 | +6.8% | |
| 46 | AMGN | 0.47% | 4,679 | $2M | $362.14 | $434K | +1,096 | +30.6% | |
| 47 | TSM | 0.47% | 3,485 | $2M | $477.61 | $524K | +110 | +3.3% | |
| 48 | INTC | 0.46% | 11,770 | $2M | $139.63 | $1M | +74 | +0.6% | |
| 49 | DE | 0.46% | 2,587 | $2M | $634.33 | $949K | +1,358 | +110.5% | |
| 50 | MPC | 0.45% | 6,292 | $2M | $255.67 | $98K | +104 | +1.7% | |
| 51 | IJR | 0.45% | 10,809 | $2M | $148.31 | $178K | -657 | -5.7% | |
| 52 | AMD | 0.43% | 2,665 | $2M | $580.91 | $1M | +525 | +24.5% | |
| 53 | MO | 0.43% | 21,291 | $2M | $71.95 | $125K | -22 | -0.1% | |
| 54 | ABBV | 0.42% | 5,944 | $1M | $251.64 | $638K | +1,998 | +50.6% | |
| 55 | GLW | 0.42% | 5,850 | $1M | $255.43 | $983K | +2,089 | +55.5% | |
| 56 | DON | 0.41% | 25,820 | $1M | $56.52 | $16K | -1,650 | -6.0% | |
| 57 | USFR | 0.40% | 28,306 | $1M | $50.35 | -$400K | -7,961 | -21.9% | |
| 58 | IVE | 0.39% | 6,067 | $1M | $227.06 | -$120K | -1,025 | -14.4% | |
| 59 | SPMO | 0.38% | 8,467 | $1M | $161.54 | $956K | +4,792 | +130.4% | |
| 60 | COST | 0.38% | 1,457 | $1M | $935.74 | -$11K | +78 | +5.7% | |
| 61 | XBI | 0.38% | 8,573 | $1M | $158.25 | $494K | +1,818 | +26.9% | |
| 62 | NOW | 0.36% | 12,981 | $1M | $99.28 | $120K | +1,804 | +16.1% | |
| 63 | PFE | 0.35% | 52,559 | $1M | $24.08 | -$166K | +1,572 | +3.1% | |
| 64 | VIGI | 0.34% | 13,138 | $1M | $93.38 | $71K | +75 | +0.6% | |
| 65 | SHYG | 0.34% | 28,912 | $1M | $42.41 | -$43K | -1,091 | -3.6% | |
| 66 | VBR | 0.33% | 4,901 | $1M | $243.01 | $53K | -338 | -6.5% | |
| 67 | MS | 0.32% | 5,465 | $1M | $209.04 | $267K | +143 | +2.7% | |
| 68 | SCHX | 0.32% | 38,725 | $1M | $29.43 | $447K | +11,698 | +43.3% | |
| 69 | PYLD | 0.32% | 42,818 | $1M | $26.52 | $60K | +1,772 | +4.3% | |
| 70 | CRWD | 0.31% | 1,463 | $1M | $763.14 | $830K | +729 | +99.3% | |
| 71 | CB | 0.31% | 3,220 | $1M | $340.74 | $206K | +487 | +17.8% | |
| 72 | IWM | 0.30% | 3,543 | $1M | $300.45 | $247K | +247 | +7.5% | |
| 73 | GNR | 0.30% | 15,765 | $1M | $67.31 | -$113K | +35 | +0.2% | |
| 74 | SO | 0.29% | 10,991 | $1M | $95.71 | $596K | +6,268 | +132.7% | |
| 75 | VTI | 0.29% | 2,827 | $1M | $369.98 | $131K | -25 | -0.9% | |
| 76 | TSLA | 0.29% | 2,462 | $1M | $420.60 | $132K | +31 | +1.3% | |
| 77 | GEV | 0.29% | 868 | $1M | $1,174.32 | $607K | +395 | +83.5% | |
| 78 | UBER | 0.28% | 14,008 | $1M | $72.16 | $143K | +1,938 | +16.1% | |
| 79 | IALT | 0.28% | 35,119 | $985K | $28.05 | — | +35,119 | — | NEW |
| 80 | SGOL | 0.27% | 25,638 | $980K | $38.23 | -$168K | -103 | -0.4% | |
| 81 | XLE | 0.27% | 18,398 | $977K | $53.11 | -$77K | +1,189 | +6.9% | |
| 82 | PLTR | 0.27% | 8,310 | $970K | $116.67 | $570K | +5,580 | +204.4% | |
| 83 | MGK | 0.27% | 10,973 | $965K | $87.91 | $445K | +9,558 | +675.5% | |
| 84 | SPDW | 0.27% | 18,920 | $953K | $50.39 | $58K | -686 | -3.5% | |
| 85 | O | 0.27% | 15,309 | $949K | $61.96 | $33K | +347 | +2.3% | |
| 86 | MRK | 0.26% | 7,331 | $942K | $128.50 | $286K | +1,878 | +34.4% | |
| 87 | PANW | 0.26% | 2,707 | $923K | $341.02 | $516K | +169 | +6.7% | |
| 88 | SPYI | 0.26% | 17,278 | $917K | $53.09 | $101K | +738 | +4.5% | |
| 89 | TXN | 0.25% | 3,026 | $902K | $298.07 | $270K | -227 | -7.0% | |
| 90 | MBB | 0.25% | 9,471 | $895K | $94.52 | $45K | +516 | +5.8% | |
| 91 | RYLD | 0.25% | 55,176 | $882K | $15.99 | $110K | +3,522 | +6.8% | |
| 92 | TJX | 0.25% | 5,822 | $882K | $151.50 | -$16K | +197 | +3.5% | |
| 93 | KO | 0.25% | 10,799 | $878K | $81.27 | $638K | +7,646 | +242.5% | |
| 94 | VZ | 0.25% | 20,683 | $876K | $42.34 | -$108K | +1,088 | +5.5% | |
| 95 | UTES | 0.24% | 10,707 | $875K | $81.74 | $60K | +509 | +5.0% | |
| 96 | SDIV | 0.24% | 35,336 | $864K | $24.44 | $33K | +2,457 | +7.5% | |
| 97 | PFF | 0.24% | 27,839 | $849K | $30.49 | $43K | +1,252 | +4.7% | |
| 98 | PG | 0.23% | 5,704 | $836K | $146.63 | $99K | +601 | +11.8% | |
| 99 | SCHZ | 0.23% | 35,714 | $826K | $23.13 | $64K | +2,915 | +8.9% | |
| 100 | CORO | 0.23% | 22,274 | $815K | $36.60 | $293K | +6,043 | +37.2% |
Options Breakdown
5 Calls
$176K Call Value
5 Puts
$2M Put Value
9.59 P/C Ratio