Asset Manager
← All Institutions
Resurgent Financial Advisors LLC
Market Value
$274M
+37.7%
Holdings
267
+40
New Purchases
53
Added To
115
Closed
13
Reduced
70
Top 10 Concentration
29.0%
Turnover
24.7%
Top Buys (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| GOOGL | 4.64% | 2.69% | +1.96% | $13M |
| NVDA | 4.45% | 2.87% | +1.58% | $12M |
| MCK | 1.23% | 0.00% | +1.23% | $3M |
| LLY | 1.59% | 0.52% | +1.07% | $4M |
| V | 1.66% | 0.64% | +1.01% | $5M |
| SYK | 1.01% | 0.00% | +1.01% | $3M |
| GWW | 0.87% | 0.00% | +0.87% | $2M |
| INTU | 0.86% | 0.00% | +0.86% | $2M |
| MA | 1.14% | 0.46% | +0.69% | $3M |
| RTX | 0.67% | 0.00% | +0.67% | $2M |
| SPGI | 0.60% | 0.00% | +0.60% | $2M |
| AVGO | 1.43% | 0.88% | +0.55% | $4M |
| SGOV | 0.63% | 0.14% | +0.50% | $2M |
| META | 1.17% | 0.68% | +0.49% | $3M |
| JNJ | 1.76% | 1.27% | +0.49% | $5M |
Top Sells (by % of Portfolio)
| Symbol | Cur % | Prior % | Chg % | Value |
|---|---|---|---|---|
| JPM | 1.74% | 2.72% | -0.98% | $5M |
| VIG | 1.76% | 2.39% | -0.63% | $5M |
| AMZN | 1.31% | 1.89% | -0.58% | $4M |
| IWD | 1.25% | 1.81% | -0.56% | $3M |
| MSFT | 4.45% | 4.93% | -0.48% | $12M |
| AAPL | 4.08% | 4.55% | -0.48% | $11M |
| CIBR | 0.00% | 0.44% | -0.44% | $0 |
| XLG | 0.00% | 0.42% | -0.42% | $0 |
| HOOD | 0.18% | 0.59% | -0.41% | $490K |
| DYNF | 0.55% | 0.91% | -0.36% | $1M |
| IBIT | 0.27% | 0.63% | -0.36% | $726K |
| FXE | 0.93% | 1.28% | -0.35% | $3M |
| IEMG | 0.21% | 0.55% | -0.34% | $585K |
| MCO | 0.00% | 0.33% | -0.33% | $0 |
| IVV | 0.93% | 1.25% | -0.33% | $3M |
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 55 | $128M | 46.8% |
| Large Cap | 143 | $113M | 41.4% |
| Mid Cap | 34 | $19M | 7.1% |
| Small Cap | 23 | $11M | 4.1% |
| Micro Cap | 12 | $2M | 0.7% |
Portfolio Analytics
Avg Market Cap
$257.3B
Median Market Cap
$55.6B
Avg P/E
33.8
Median P/E
22.6
Avg Dividend Yield
0.02%
Avg Beta
0.85
# Stocks
138
# ETFs / Funds
129
Top Holdings (267 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | GOOGL | 4.64% | 44,171 | $13M | $287.56 | $7M | +27,114 | +159.0% | |
| 2 | NVDA | 4.45% | 69,829 | $12M | $174.40 | $6M | +39,213 | +128.1% | |
| 3 | MSFT | 4.45% | 32,877 | $12M | $370.17 | $2M | +12,612 | +62.2% | |
| 4 | AAPL | 4.08% | 43,983 | $11M | $253.79 | $2M | +10,690 | +32.1% | |
| 5 | BRK-B | 2.65% | 15,127 | $7M | $479.20 | $1M | +3,604 | +31.3% | |
| 6 | SPY | 1.86% | 7,846 | $5M | $650.32 | $2M | +2,575 | +48.9% | |
| 7 | JNJ | 1.76% | 19,700 | $5M | $244.44 | $2M | +7,461 | +61.0% | |
| 8 | VIG | 1.76% | 22,336 | $5M | $215.06 | $63K | +766 | +3.5% | |
| 9 | JPM | 1.74% | 16,156 | $5M | $294.16 | -$651K | -613 | -3.7% | |
| 10 | V | 1.66% | 15,002 | $5M | $302.25 | $3M | +11,361 | +312.0% | |
| 11 | LLY | 1.59% | 4,745 | $4M | $919.71 | $3M | +3,780 | +391.7% | |
| 12 | AVGO | 1.43% | 12,640 | $4M | $309.52 | $2M | +7,608 | +151.2% | |
| 13 | XONA.DE | 1.42% | 22,929 | $4M | $169.66 | $1M | +1,979 | +9.4% | |
| 14 | TPL | 1.39% | 8,040 | $4M | $474.56 | $1M | -30 | -0.4% | |
| 15 | AMZN | 1.31% | 17,227 | $4M | $208.27 | -$175K | +926 | +5.7% | |
| 16 | WMT | 1.27% | 28,017 | $3M | $124.28 | $465K | +938 | +3.5% | |
| 17 | IWD | 1.25% | 16,027 | $3M | $213.67 | -$175K | -1,085 | -6.3% | |
| 18 | MCK | 1.23% | 3,884 | $3M | $865.39 | — | +3,884 | — | NEW |
| 19 | ETN | 1.20% | 9,149 | $3M | $357.67 | $2M | +3,751 | +69.5% | |
| 20 | META | 1.17% | 5,587 | $3M | $572.16 | $2M | +3,545 | +173.6% | |
| 21 | MA | 1.14% | 6,267 | $3M | $499.69 | $2M | +4,671 | +292.7% | |
| 22 | COP | 1.04% | 21,460 | $3M | $132.00 | $713K | -1,186 | -5.2% | |
| 23 | SYK | 1.01% | 8,369 | $3M | $328.60 | — | +8,369 | — | NEW |
| 24 | CVX | 0.97% | 12,852 | $3M | $206.89 | $874K | +1,137 | +9.7% | |
| 25 | FXE | 0.93% | 23,857 | $3M | $106.69 | $560 | +393 | +1.7% | |
| 26 | IVV | 0.93% | 3,875 | $3M | $653.19 | $39K | +237 | +6.5% | |
| 27 | GWW | 0.87% | 2,194 | $2M | $1,090.60 | — | +2,194 | — | NEW |
| 28 | INTU | 0.86% | 5,466 | $2M | $432.39 | — | +5,466 | — | NEW |
| 29 | PWR | 0.73% | 3,663 | $2M | $549.02 | $393K | -170 | -4.4% | |
| 30 | SPHQ | 0.73% | 26,729 | $2M | $75.19 | $9K | +74 | +0.3% | |
| 31 | SPYM | 0.71% | 25,375 | $2M | $76.54 | $754K | +10,566 | +71.3% | |
| 32 | JEPQ | 0.70% | 34,320 | $2M | $55.52 | -$108K | -315 | -0.9% | |
| 33 | USFR | 0.67% | 36,267 | $2M | $50.34 | -$15K | -304 | -0.8% | |
| 34 | RTX | 0.67% | 9,458 | $2M | $192.89 | — | +9,458 | — | NEW |
| 35 | DLN | 0.64% | 19,713 | $2M | $89.33 | $26K | +15 | +0.1% | |
| 36 | SGOV | 0.63% | 17,147 | $2M | $100.66 | $1M | +14,462 | +538.6% | |
| 37 | IUSB | 0.61% | 36,148 | $2M | $46.19 | $42K | +1,179 | +3.4% | |
| 38 | SPGI | 0.60% | 3,835 | $2M | $425.34 | — | +3,835 | — | NEW |
| 39 | MLPX | 0.60% | 22,027 | $2M | $73.94 | $605K | +5,108 | +30.2% | |
| 40 | NEE | 0.56% | 16,644 | $2M | $92.88 | $295K | +1,065 | +6.8% | |
| 41 | IVW | 0.56% | 13,463 | $2M | $113.11 | -$147K | -84 | -0.6% | |
| 42 | MPC | 0.55% | 6,188 | $2M | $244.18 | $498K | -38 | -0.6% | |
| 43 | IVE | 0.55% | 7,092 | $1M | $211.15 | -$228K | -1,045 | -12.8% | |
| 44 | DYNF | 0.55% | 25,670 | $1M | $58.18 | -$313K | -4,041 | -13.6% | |
| 45 | DON | 0.53% | 27,470 | $1M | $52.54 | -$11K | -717 | -2.5% | |
| 46 | PFE | 0.52% | 50,987 | $1M | $28.08 | $493K | +13,272 | +35.2% | |
| 47 | IJR | 0.52% | 11,466 | $1M | $124.31 | -$54K | -843 | -6.8% | |
| 48 | MO | 0.51% | 21,313 | $1M | $65.99 | $237K | +1,039 | +5.1% | |
| 49 | COST | 0.50% | 1,379 | $1M | $996.72 | $372K | +217 | +18.7% | |
| 50 | HD | 0.50% | 4,166 | $1M | $328.88 | -$203K | -406 | -8.9% | |
| 51 | ADP | 0.48% | 6,417 | $1M | $203.19 | — | +6,417 | — | NEW |
| 52 | SHYG | 0.46% | 30,003 | $1M | $42.31 | -$70K | -1,234 | -4.0% | |
| 53 | AMGN | 0.46% | 3,583 | $1M | $351.80 | $369K | +859 | +31.5% | |
| 54 | GNR | 0.43% | 15,730 | $1M | $74.67 | — | +15,730 | — | NEW |
| 55 | NOW | 0.43% | 11,177 | $1M | $104.55 | — | +11,177 | — | NEW |
| 56 | VIGI | 0.42% | 13,063 | $1M | $88.46 | $14K | +580 | +4.7% | |
| 57 | SGOL | 0.42% | 25,741 | $1M | $44.62 | $77K | -332 | -1.3% | |
| 58 | TSM | 0.42% | 3,375 | $1M | $337.95 | $289K | +573 | +20.4% | |
| 59 | VBR | 0.42% | 5,239 | $1M | $217.27 | $18K | -52 | -1.0% | |
| 60 | PYLD | 0.39% | 41,046 | $1M | $26.20 | -$4K | +584 | +1.4% | |
| 61 | XLE | 0.39% | 17,209 | $1M | $61.26 | $491K | +4,621 | +36.7% | |
| 62 | APH | 0.38% | 8,276 | $1M | $126.35 | — | +8,276 | — | NEW |
| 63 | CSCO | 0.38% | 13,444 | $1M | $77.59 | $276K | +3,483 | +35.0% | |
| 64 | COWZ | 0.37% | 16,106 | $1M | $62.56 | $754K | +11,897 | +282.7% | |
| 65 | VZ | 0.36% | 19,595 | $984K | $50.20 | $213K | +663 | +3.5% | |
| 66 | O | 0.33% | 14,962 | $915K | $61.18 | $106K | +603 | +4.2% | |
| 67 | VTI | 0.33% | 2,852 | $915K | $320.85 | -$93K | -155 | -5.2% | |
| 68 | TSLA | 0.33% | 2,431 | $904K | $371.75 | -$373K | -407 | -14.3% | |
| 69 | TJX | 0.33% | 5,625 | $898K | $159.70 | $35K | +6 | +0.1% | |
| 70 | SPDW | 0.33% | 19,606 | $895K | $45.65 | -$7K | -711 | -3.5% | |
| 71 | DHR | 0.33% | 4,718 | $895K | $189.60 | -$326K | -613 | -11.5% | |
| 72 | CB | 0.33% | 2,733 | $891K | $325.93 | $227K | +605 | +28.4% | |
| 73 | MS | 0.32% | 5,322 | $876K | $164.57 | -$210K | -796 | -13.0% | |
| 74 | UBER | 0.32% | 12,070 | $868K | $71.93 | — | +12,070 | — | NEW |
| 75 | CME | 0.32% | 2,936 | $867K | $295.35 | $70K | +16 | +0.6% | |
| 76 | XBI | 0.32% | 6,755 | $863K | $127.73 | $631K | +4,853 | +255.2% | |
| 77 | ABBV | 0.31% | 3,946 | $858K | $217.49 | $229K | +1,192 | +43.3% | |
| 78 | MBB | 0.31% | 8,955 | $850K | $94.95 | -$21K | -197 | -2.1% | |
| 79 | SDIV | 0.30% | 32,879 | $831K | $25.26 | $66K | +1,043 | +3.3% | |
| 80 | IWM | 0.30% | 3,296 | $817K | $248.00 | $11K | +20 | +0.6% | |
| 81 | SPYI | 0.30% | 16,540 | $817K | $49.37 | -$30K | +419 | +2.6% | |
| 82 | UTES | 0.30% | 10,198 | $815K | $79.90 | $36K | +329 | +3.3% | |
| 83 | PFF | 0.29% | 26,587 | $806K | $30.32 | $5K | +705 | +2.7% | |
| 84 | RYLD | 0.28% | 51,654 | $772K | $14.95 | $11K | +1,892 | +3.8% | |
| 85 | SCHZ | 0.28% | 32,799 | $762K | $23.22 | $33K | +1,635 | +5.2% | |
| 86 | PDI | 0.28% | 44,409 | $760K | $17.11 | -$3K | +1,338 | +3.1% | |
| 87 | KMI | 0.28% | 22,632 | $759K | $33.53 | $103K | -1,218 | -5.1% | |
| 88 | MKL | 0.28% | 395 | $756K | $1,914.07 | -$93K | — | — | |
| 89 | EFV | 0.27% | 10,107 | $751K | $74.35 | -$286K | -4,425 | -30.4% | |
| 90 | PG | 0.27% | 5,103 | $737K | $144.44 | $26K | +142 | +2.9% | |
| 91 | QUAL | 0.27% | 3,814 | $732K | $191.81 | -$7K | +95 | +2.5% | |
| 92 | IBIT | 0.27% | 18,900 | $726K | $38.42 | -$522K | -6,230 | -24.8% | |
| 93 | MSI | 0.26% | 1,658 | $720K | $433.97 | $84K | +1 | +0.1% | |
| 94 | BOTZ | 0.26% | 21,190 | $704K | $33.22 | -$139K | -2,079 | -8.9% | |
| 95 | JPIE | 0.26% | 15,148 | $698K | $46.07 | $4K | +148 | +1.0% | |
| 96 | GOVT | 0.25% | 30,253 | $693K | $22.91 | — | +30,253 | — | NEW |
| 97 | SCHX | 0.25% | 27,027 | $693K | $25.64 | $53K | +3,237 | +13.6% | |
| 98 | DE | 0.25% | 1,229 | $692K | $563.30 | $119K | -3 | -0.2% | |
| 99 | SCHG | 0.25% | 23,574 | $687K | $29.13 | -$232K | -4,603 | -16.3% | |
| 100 | MRK | 0.24% | 5,453 | $656K | $120.29 | $266K | +1,749 | +47.2% |
Options Breakdown
1 Calls
$105K Call Value
3 Puts
$2M Put Value
23.09 P/C Ratio