RFA
Resurgent Financial Advisors LLC Portfolio
Invests via Resurgent Financial Advisors LLC | Managed by Resurgent Financial Advisors LLC
Invests via Resurgent Financial Advisors LLC
Managed by Resurgent Financial Advisors LLC
Automatically Tracked
Company Profile
Resurgent Financial Advisors LLC operates as a dynamic player in the investment advisory landscape, focusing on providing tailored financial guidance to both individuals and institutions. With a commitment to navigating complex market environments, this firm emphasizes bespoke solutions that align with its clients’ unique objectives. Resurgent is known for fostering long-term relationships through attentive service and strategic insights across various asset classes. As they adapt to evolving economic trends, their role as trusted advisors positions them favorably within the competitive financial sector.
Resurgent Financial Advisors LLC operates as a dynamic player in the investment advisory landscape, focusing on providing tailored financial guidance to both individuals and institutions. With a commitment to navigating complex market environments, this firm emphasizes bespoke solutions that align with its clients’ unique objectives. Resurgent is known for fostering long-term relationships through attentive service and strategic insights across various asset classes. As they adapt to evolving economic trends, their role as trusted advisors positions them favorably within the competitive financial sector.
Investment Philosophy & Strategy
Operating with a focus on transformative investment strategies, Resurgent Financial Advisors LLC leverages its expertise to navigate shifting market dynamics. The firm prioritizes personalized solutions that meet the distinct needs of its diverse clientele, ranging from individuals to institutions. By emphasizing strategic adaptability and innovative approaches, they cultivate robust client relationships built on trust and reliability. This commitment not only positions them as trusted partners but also enhances their competitive edge in the fast-evolving financial landscape.
Operating with a focus on transformative investment strategies, Resurgent Financial Advisors LLC leverages its expertise to navigate shifting market dynamics. The firm prioritizes personalized solutions that meet the distinct needs of its diverse clientele, ranging from individuals to institutions. By emphasizing strategic adaptability and innovative approaches, they cultivate robust client relationships built on trust and reliability. This commitment not only positions them as trusted partners but also enhances their competitive edge in the fast-evolving financial landscape.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
70.52%
Gain -0.45%
Monthly
1.07%
Yearly
13.63%
Drawdown
15%
$368.5M
Equity
Holdings
$368.5M
Investment
$286.01M
$111.83M
Profit -$1.13M
Realized
$29.33M
Unrealized
$82.5M
Dividends
$15.64M
Goals
Avg. 86.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$1.13M
Win %
71%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$1.45M
Win %
71%
This Month
Compared to last month
Gain
0.84%
Profit
$3.06M
Win %
71%
This Year
Compared to last year
Gain
3.65%
Profit
$12.99M
Win %
72%
BAND Bandwidth Inc. Class A Common Stock
+6.62%
+$22,461.08 
PANW Palo Alto Networks, Inc.
+6.59%
+$63,357.33 
CRWD CrowdStrike Holdings, Inc.
+6.15%
+$85,614.76 
GRAL GRAIL, Inc.
+5.86%
+$22,353.6 
CBRS Cerebras Systems Inc. Class A Common Stock
+4.54%
+$6,125.6 
FANG Diamondback Energy Inc.
+4.46%
+$10,750.17 
TRGP Targa Resources Corp.
+4.12%
+$11,929.99 
COP ConocoPhillips
+3.81%
+$113,519.7 
SIDU Sidus Space, Inc. Class A Common Stock
+3.57%
+$480 
MU Micron Technology Inc.
+3.48%
+$79,132.38 
LQDA Liquidia Corporation
+3.38%
+$10,050 
CIBR First Trust Nasdaq Cybersecurity ETF
+2.54%
+$16,208.1 
TPL Texas Pacific Land Corporation
+2.49%
+$66,177.28 
XLE State Street Energy Select Sector SPDR ETF
+2.44%
+$30,356.7 
CVX Chevron Corporation
+2.38%
+$76,942.39 
LMT Lockheed Martin Corporation
+2.29%
+$10,190.9 
HONA Honeywell Aerospace Inc.
+2.28%
+$5,493.46 
XOM ExxonMobil Holdings Corporation
+2.15%
+$95,619.84 
KMI Kinder Morgan Inc.
+2.15%
+$17,773.37 
LITE Lumentum Holdings Inc.
+2.07%
+$4,058.61 
CTA Simplify Managed Futures Strategy ETF
+1.96%
+$6,421.56 
SHEL Shell plc American Depositary Shares (Each representing two Ordinary shares)
+1.95%
+$9,375.06 
MLPX Global X MLP & Energy Infrastructure ETF
+1.85%
+$31,766.85 
ORCL Oracle Corporation
+1.66%
+$7,980.96 
PBT Permian Basin Royalty Trust
+1.65%
+$11,000 
AMD Advanced Micro Devices Inc.
+1.61%
+$21,853.03 
LAES SEALSQ Corp
+1.61%
+$403.75 
APH Amphenol Corp. Class A Common Stock
+1.6%
+$53,089.92 
WMB The Williams Companies, Inc.
+1.53%
+$4,899.96 
TXN Texas Instruments Inc.
+1.52%
+$12,845.37 
ALB Albemarle Corporation
+1.45%
+$2,724.97 
INTC Intel Corporation
+1.44%
+$14,487.69 
CSCO Cisco Systems, Inc.
+1.36%
+$22,227.92 
AMAT Applied Materials Inc.
+1.24%
+$21,002.67 
ANET Arista Networks Inc.
+1.15%
+$4,134.35 
GLW Corning Incorporated
+1.1%
+$7,956 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.06%
+$6,837.21 
ARLP Alliance Resource Partners, L.P.
+1.04%
+$2,700 
FCX Freeport-McMoRan Inc.
+1.02%
+$8,323.92 
SMH VanEck Semiconductor ETF
+0.97%
+$5,743.12 
BAI iShares A.I. Innovation and Tech Active ETF
+0.96%
+$5,887.42 
ASML ASML Holding N.V. NY Registered Shares
+0.96%
+$13,066.27 
SOXX iShares Semiconductor ETF
+0.93%
+$2,171.16 
NUE Nucor Corporation
+0.88%
+$2,273.56 
RXRX Recursion Pharmaceuticals, Inc. Class A Common Stock
+0.84%
+$1,362 
MSFT Microsoft Corporation Common Stock
+0.76%
+$159,231.84 
IXN iShares Global Tech ETF
+0.75%
+$1,924.74 
GNR State Street SPDR S&P Global Natural Resources ETF
+0.71%
+$8,434.27 
PBR Petróleo Brasileiro S.A. - Petrobras
+0.7%
+$2,794.68 
ABT Abbott Laboratories
+0.68%
+$1,926.4 
MTUM iShares MSCI USA Momentum Factor ETF
+0.62%
+$2,082.59 
QTUM Defiance Quantum ETF
+0.61%
+$2,385.98 
SDIV Global X SuperDividend ETF
+0.52%
+$4,417 
AIQ Global X Artificial Intelligence & Technology ETF
+0.47%
+$2,396.27 
AVGO Broadcom Inc.
+0.47%
+$25,735.5 
LAND Gladstone Land Corporation
+0.46%
+$1,179.08 
NOW ServiceNow Inc.
+0.41%
+$8,437.65 
IBIT iShares Bitcoin Trust ETF
+0.37%
+$1,643.04 
IBM International Business Machines Corporation
+0.33%
+$1,600.64 
IHI iShares U.S. Medical Devices ETF
+0.3%
+$1,902.94 
SYK Stryker Corp.
+0.29%
+$9,953.02 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.24%
+$4,867.12 
GEV GE Vernova Inc.
+0.23%
+$1,683.92 
ABBV AbbVie Inc.
+0.23%
+$3,863.6 
PWR Quanta Services, Inc.
+0.23%
+$4,417.5 
BAC-PL Bank of America Corporation
+0.22%
+$1,320.95 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.22%
+$1,536.6 
QQQ Invesco QQQ Trust, Series 1
+0.22%
+$1,301.33 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.18%
+$788.49 
MOO VanEck Agribusiness ETF
+0.14%
+$650.43 
QQQM Invesco NASDAQ 100 ETF
+0.13%
+$655.27 
SPMO Invesco S&P 500 Momentum ETF
+0.13%
+$1,524.06 
SYBT Stock Yards Bancorp Inc.
+0.13%
+$595.4 
CME CME Group Inc. Class A Common Stock
+0.11%
+$519.75 
IEMG iShares Core MSCI Emerging Markets ETF
+0.11%
+$553.35 
IONQ IonQ, Inc.
+0.1%
+$116.25 
SCCO Southern Copper Corporation
+0.07%
+$286.54 
AVEM Avantis Emerging Markets Equity ETF
+0.06%
+$180.01 
TAIL Cambria Tail Risk ETF
+0.05%
+$52.69 
CTAS Cintas Corporation
+0.04%
+$173.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$178.49 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$424.59 
VTIP Vanguard Short-Term Inflation-Protected Securities ETF
+0.01%
+$48.52 
DNN Denison Mines Corp.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TMFC Motley Fool 100 Index ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 DDTS
DDTS
0%
$0 
FIX Comfort Systems USA Inc.
-8.34%
-$36,591.24 
T AT&T Inc.
-6.18%
-$17,955.9 
TMUS T-Mobile US Inc.
-6.05%
-$21,724.78 
ACN Accenture plc
-4.53%
-$45,700.04 
BZAI Blaize Holdings, Inc.
-4.23%
-$154.96 
AXP American Express Company
-3.94%
-$8,563.21 
LGO Largo Inc.
-3.17%
-$528 
IPWR Ideal Power Inc.
-3.16%
-$2,163.6 
CASY Casey's General Stores, Inc.
-3.09%
-$17,213.12 
TSCO Tractor Supply Company
-3.05%
-$7,968.02 
TGT Target Corp.
-2.97%
-$8,572.8 
HD The Home Depot, Inc.
-2.92%
-$84,803.38 
BKNG Booking Holdings Inc.
-2.9%
-$19,042.96 
LOW Lowe's Companies, Inc.
-2.89%
-$5,880.45 
PG The Procter & Gamble Company
-2.89%
-$27,265.12 
CPA Copa Holdings, S.A. Class A Common Stock
-2.85%
-$7,680 
PEP PepsiCo, Inc.
-2.77%
-$21,891.1 
AFL Aflac Incorporated
-2.6%
-$6,998.4 
PFG Principal Financial Group Inc.
-2.57%
-$6,837.28 
KO The Coca-Cola Company
-2.44%
-$25,161.67 
LLY Eli Lilly and Company
-2.44%
-$177,890.07 
CLS Celestica Inc.
-2.44%
-$10,942.1 
CAT Caterpillar Inc.
-2.39%
-$5,062.82 
GE General Electric Company
-2.3%
-$12,675.02 
BMY Bristol-Myers Squibb Company
-2.28%
-$9,752.26 
UBER Uber Technologies Inc.
-2.23%
-$21,572.32 
WY Weyerhaeuser Co.
-2.14%
-$7,123.85 
MCD McDonald's Corporation
-2.07%
-$13,247.59 
MA Mastercard Inc. Class A Common Stock
-2%
-$93,651.16 
RBC RBC Bearings Incorporated
-2%
-$8,593.26 
MO Altria Group, Inc.
-1.99%
-$32,149.41 
CB Chubb Limited
-1.98%
-$23,184 
ADBE Adobe Inc.
-1.97%
-$7,639.71 
UNP Union Pacific Corp.
-1.96%
-$13,466.49 
BX Blackstone Inc.
-1.84%
-$11,885.13 
RTX RTX Corporation
-1.8%
-$45,207.62 
JNJ Johnson & Johnson
-1.79%
-$107,327.78 
COF Capital One Financial Corp.
-1.76%
-$4,603.13 
ARBE Arbe Robotics Ltd.
-1.71%
-$203.25 
KGC Kinross Gold Corporation
-1.7%
-$4,097.56 
PH Parker-Hannifin Corporation
-1.69%
-$3,257.28 
JPM JPMorgan Chase & Co.
-1.68%
-$94,267.47 
MS Morgan Stanley Common Stock
-1.67%
-$16,832.2 
VZ Verizon Communications Inc.
-1.67%
-$15,615.67 
NUV Nuveen Municipal Value Fund, Inc.
-1.61%
-$4,050 
MRK Merck & Co., Inc.
-1.6%
-$17,227.92 
C Citigroup Inc.
-1.55%
-$6,593 
EVEX Eve Holding, Inc.
-1.52%
-$292.5 
PFE Pfizer Inc.
-1.48%
-$23,651.55 
V Visa Inc. Class A
-1.42%
-$116,392.29 
XLF State Street Financial Select Sector SPDR ETF
-1.4%
-$5,493.66 
URI United Rentals Inc.
-1.37%
-$5,749.26 
AMGN Amgen Inc. Common Stock
-1.37%
-$28,588.69 
SLV iShares Silver Trust
-1.35%
-$7,235.86 
COST Costco Wholesale Corp
-1.34%
-$19,946.33 
WMT Walmart Inc.
-1.32%
-$48,062.4 
CVS CVS Health Corporation Common Stock
-1.27%
-$3,711.6 
UTG Reaves Utility Income Fund
-1.25%
-$5,018.85 
AMP Ameriprise Financial Inc.
-1.21%
-$3,213.98 
IBKR Interactive Brokers Group, Inc. Class A Common Stock
-1.2%
-$4,516.38 
ACP abrdn Income Credit Strategies Fund
-1.19%
-$1,078.1 
GS The Goldman Sachs Group, Inc.
-1.15%
-$2,076.56 
TJX The TJX Companies, Inc.
-1.15%
-$9,897.4 
XLI State Street Industrial Select Sector SPDR ETF
-1.15%
-$7,187.33 
DHR Danaher Corp.
-1.15%
-$6,680.2 
XBI State Street SPDR S&P Biotech ETF
-1.14%
-$14,831.29 
SO The Southern Company
-1.14%
-$11,705.42 
HLN Haleon Plc ADR
-1.11%
-$1,221.53 
TE T1 Energy Inc.
-1.08%
-$415 
VIGI Vanguard International Dividend Appreciation ETF
-1.08%
-$13,991.97 
SLDP Solid Power, Inc.
-1.04%
-$224.7 
MELI MercadoLibre Inc.
-1.03%
-$5,695.71 
DVY iShares Select Dividend ETF
-1.03%
-$3,534.25 
MOAT VanEck Morningstar Wide Moat ETF
-1.03%
-$6,645.64 
XLV State Street Health Care Select Sector SPDR ETF
-1.03%
-$5,090.82 
WFC Wells Fargo & Company
-1.02%
-$2,578.35 
IYH iShares U.S. Healthcare ETF
-1.01%
-$2,514.82 
ED Consolidated Edison Inc.
-1.01%
-$3,233.88 
MCK McKesson Corporation
-1%
-$50,158.59 
UTES Virtus Reaves Utilities ETF
-1%
-$8,083.78 
FXU First Trust Utilities AlphaDEX Fund
-0.99%
-$6,479.48 
NFLX Netflix Inc.
-0.99%
-$2,761.76 
XLU State Street Utilities Select Sector SPDR ETF
-0.99%
-$4,076.18 
MMT Aberdeen Multi-Market Income Fund
-0.95%
-$1,228 
RY Royal Bank of Canada
-0.95%
-$2,194.56 
TMO Thermo Fisher Scientific Inc.
-0.94%
-$5,637.94 
BRK-B Berkshire Hathaway Inc.
-0.94%
-$96,499.59 
BAC Bank of America Corporation
-0.91%
-$2,804.89 
MMM 3M Company
-0.91%
-$2,273.7 
PM Philip Morris International Inc.
-0.9%
-$3,052.14 
PAYX Paychex Inc.
-0.88%
-$2,354.7 
VIG Vanguard Dividend Appreciation ETF
-0.88%
-$52,332.48 
ARCO Arcos Dorados Holdings Inc. Class A
-0.87%
-$1,687.84 
RSG Republic Services Inc.
-0.87%
-$4,844.68 
SPGI S&P Global Inc.
-0.84%
-$17,762.69 
DUK Duke Energy Corporation
-0.84%
-$3,153.15 
CEF Sprott Physical Gold and Silver Trust
-0.83%
-$2,460.25 
COWZ Pacer US Cash Cows 100 ETF
-0.82%
-$3,782.49 
SGOL abrdn Physical Gold Shares ETF
-0.81%
-$7,947.78 
NUKZ Range Nuclear Renaissance Index ETF
-0.8%
-$4,474.35 
ATO Atmos Energy Corporation
-0.79%
-$1,694.64 
GLD SPDR Gold Shares
-0.79%
-$2,800.28 
NLR VanEck Uranium and Nuclear ETF
-0.77%
-$2,104.9 
SPHQ Invesco S&P 500 Quality ETF
-0.75%
-$17,617.32 
MDT Medtronic plc
-0.74%
-$5,420.88 
RJF Raymond James Financial, Inc.
-0.73%
-$4,630.72 
EFG iShares MSCI EAFE Growth ETF
-0.72%
-$2,070.81 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.72%
-$4,150.22 
TSLA Tesla, Inc.
-0.71%
-$6,598.14 
VYM Vanguard High Dividend Yield ETF
-0.71%
-$3,176.08 
IWD iShares Russell 1000 Value ETF
-0.7%
-$27,021.31 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.7%
-$13,698.3 
MGV Vanguard Mega Cap Value ETF
-0.69%
-$1,846.72 
SCHV Schwab U.S. Large-Cap Value ETF
-0.68%
-$1,499.77 
PHYS Sprott Physical Gold Trust
-0.68%
-$2,063.32 
IVE iShares S&P 500 Value ETF
-0.67%
-$9,737.53 
IJH iShares Core S&P Mid-Cap ETF
-0.64%
-$3,208.03 
DON WisdomTree U.S. MidCap Dividend Fund
-0.63%
-$9,295.2 
IEFA iShares Core MSCI EAFE ETF
-0.61%
-$1,810.71 
O Realty Income Corp.
-0.6%
-$5,281.62 
MTB M&T Bank Corporation
-0.59%
-$1,896.84 
AAPL Apple Inc.
-0.58%
-$111,946.38 
VBR Vanguard Small-Cap Value ETF
-0.57%
-$6,812.39 
DIS The Walt Disney Company
-0.57%
-$1,612.16 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.56%
-$2,158.83 
APD Air Products and Chemicals Inc.
-0.56%
-$2,557.64 
VOT Vanguard Mid-Cap Growth ETF
-0.55%
-$3,694.02 
SCHM Schwab U.S. Mid-Cap ETF
-0.55%
-$2,342.7 
USMV iShares MSCI USA Min Vol Factor ETF
-0.54%
-$1,248.19 
GOOGL Alphabet Inc
-0.53%
-$92,729.1 
VVR Invesco Senior Income Trust
-0.53%
-$183.36 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.53%
-$9,431.28 
GWW W.W. Grainger Inc.
-0.52%
-$22,143.1 
META Meta Platforms Inc Class A
-0.52%
-$28,334.3 
HDV iShares Core High Dividend ETF
-0.51%
-$1,377.33 
SPDW State Street SPDR Portfolio Developed World ex-US ETF
-0.48%
-$4,446.2 
AIRR First Trust RBA American Industrial Renaissance ETF
-0.46%
-$1,620.24 
HST Host Hotels & Resorts, Inc.
-0.46%
-$1,337.45 
WTRG Essential Utilities Inc.
-0.45%
-$2,810.53 
IWR iShares Russell Mid-Cap ETF
-0.45%
-$2,453.43 
OHI Omega Healthcare Investors Inc.
-0.44%
-$1,628.11 
BLCR iShares Large Cap Core Active ETF
-0.43%
-$2,434.74 
GOOG Alphabet Inc
-0.43%
-$1,951.94 
LIN Linde plc
-0.42%
-$1,870.54 
SPY State Street SPDR S&P 500 ETF Trust
-0.41%
-$19,331.67 
VOO Vanguard S&P 500 ETF
-0.41%
-$3,268.62 
AMZN Amazon.com Inc
-0.41%
-$21,173.71 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.41%
-$13,749.57 
UTHR United Therapeutics Corporation
-0.41%
-$2,289.6 
IVV iShares Core S&P 500 ETF
-0.41%
-$14,256.81 
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$4,647.04 
KLAC KLA Corporation
-0.39%
-$696 
SPYH NEOS S&P 500 Hedged Equity Income ETF
-0.37%
-$846.93 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.37%
-$1,270.88 
PTLC Pacer Trendpilot US Large Cap ETF
-0.37%
-$768.02 
VTI Vanguard Total Stock Market ETF
-0.37%
-$3,915.37 
NEE NextEra Energy Inc.
-0.37%
-$6,014.4 
IWB iShares Russell 1000 ETF
-0.36%
-$899.84 
HOOD Robinhood Markets Inc. Class A Common Stock
-0.36%
-$2,145.21 
VXUS Vanguard Total International Stock ETF
-0.36%
-$917.15 
ACWX iShares MSCI ACWI ex U.S. ETF
-0.35%
-$2,592.46 
USA Liberty All Star Equity Fund
-0.34%
-$278.86 
IJR iShares Core S&P Small-Cap ETF
-0.34%
-$5,026.08 
TLH iShares 10-20 Year Treasury Bond ETF
-0.33%
-$787.52 
IWM iShares Russell 2000 ETF
-0.33%
-$3,259.6 
TOLL Tema Durable Quality ETF
-0.33%
-$1,688.48 
CORO iShares International Country Rotation Active ETF
-0.33%
-$2,561.51 
MGC Vanguard Morningstar Mega Cap ETF
-0.32%
-$860.4 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.31%
-$1,138.21 
BUCK Simplify Treasury Option Income ETF
-0.3%
-$1,343.65 
VOLT Tema Electrification ETF
-0.3%
-$537.54 
SPYI NEOS S&P 500 High Income ETF
-0.29%
-$2,678.09 
XTEN BondBloxx Bloomberg Ten Year Target Duration U.S. Treasury ETF
-0.29%
-$1,014.75 
BDYN iShares Dynamic Equity Active ETF
-0.28%
-$1,471.35 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.26%
-$1,397.92 
HIW Highwoods Properties, Inc.
-0.26%
-$1,621.84 
AVUV Avantis U.S. Small Cap Value ETF
-0.26%
-$697.6 
IUSG iShares Core S&P U.S. Growth ETF
-0.26%
-$569.87 
SCHY Schwab International Dividend Equity ETF
-0.26%
-$1,409.71 
WM Waste Management Inc.
-0.26%
-$1,424.98 
MSI Motorola Solutions, Inc.
-0.25%
-$2,058.21 
DLR Digital Realty Trust Inc.
-0.25%
-$974.4 
VUG Vanguard Morningstar Growth ETF
-0.24%
-$805.14 
THRO iShares U.S. Thematic Rotation Active ETF
-0.23%
-$1,034.5 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.22%
-$1,306.44 
SHLD Global X Defense Tech ETF
-0.22%
-$793.93 
MPC Marathon Petroleum Corp.
-0.2%
-$5,914.48 
FXE Invesco CurrencyShares Euro Trust
-0.2%
-$4,272.87 
IVW iShares S&P 500 Growth ETF
-0.2%
-$3,680.1 
PYLD PIMCO Multisector Bond Active Exchange-Traded Fund
-0.2%
-$2,140.9 
SPEM SPDR Portfolio Emerging Markets ETF
-0.19%
-$975.46 
SNSR Global X Internet of Things ETF
-0.17%
-$353.44 
RYLD Global X Russell 2000 Covered Call ETF
-0.16%
-$1,379.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$765.24 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.16%
-$1,229.03 
PFF iShares Preferred and Income Securities ETF
-0.16%
-$1,252.76 
ISHG iShares 1-3 Year International Treasury Bond ETF
-0.15%
-$452.63 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.15%
-$1,737.61 
NFG National Fuel Gas Company
-0.14%
-$444.7 
PREF Principal Spectrum Preferred Securities Active ETF
-0.14%
-$634.45 
GOVT iShares U.S. Treasury Bond ETF
-0.14%
-$974.34 
TFC Truist Financial Corporation
-0.13%
-$328.64 
IUSB iShares Core Universal USD Bond ETF
-0.13%
-$3,349.32 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.11%
-$892.85 
BINC iShares Flexible Income Active ETF
-0.11%
-$283.01 
GILD Gilead Sciences Inc.
-0.11%
-$299.71 
EVG Eaton Vance Short Duration Diversified Income Fund
-0.1%
-$135.2 
NVDA NVIDIA Corporation
-0.1%
-$18,022.99 
TT Trane Technologies plc
-0.1%
-$322.92 
JPIE JPMorgan Income ETF
-0.07%
-$472.17 
MGK Vanguard Mega Cap Growth ETF
-0.07%
-$658.38 
MBB iShares MBS ETF
-0.06%
-$473.55 
PDBA Invesco Agriculture Commodity Strategy No K-1 ETF
-0.05%
-$241.2 
PDI Pimco Dynamic Income Fund
-0.04%
-$238.73 
IALT iShares Systematic Alternatives Active ETF
-0.03%
-$351.19 
PLTR Palantir Technologies Inc. Class A Common Stock
-0.03%
-$498.6 
JPST JPMorgan Ultra-Short Income ETF
-0.03%
-$64.77 
WELD Tema U.S. Manufacturing & Reshoring ETF
-0.03%
-$88.16 
DE Deere & Company
-0.01%
-$232.83 
ETN Eaton Corporation plc
-0.01%
-$366.7 Events
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Dividends
Dividend Analysis
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| Trades 4699 | Longs Won 3166/4699 67% | Profit Factor 5.02 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $173,195.84 |
| Average Win $42,561.73 | Best Trade (Oct 23) $6.7M | Sharpe Ratio -9.36 |
| Average Loss -$17,502.22 | Worst Trade (Oct 23) -$1.54M | Z-Score -7.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 1w 3d | Expectancy $23,798.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 55,146 | $10.55M | $19.09M | - | $8.54M | 81.02% | -0.583% |
| ABBV AbbVie Inc. | 5,944 | $1.21M | $1.7M | - | $488,405.66 | 40.34% | +0.228% |
| ABT Abbott Laboratories | 2,752 | $303,836.18 | $284,033.92 | - | -$19,802.26 | -6.52% | +0.683% |
| ACN Accenture plc | 3,896 | $484,818.24 | $962,350.96 | - | $477,532.72 | 98.5% | -4.534% |
| ACP abrdn Income Credit Strategies Fund | 21,562 | $110,272 | $89,374.49 | - | -$20,897.51 | -18.95% | -1.192% |
| ACWX iShares MSCI ACWI ex U.S. ETF | 9,971 | $703,052.05 | $731,771.69 | - | $28,719.64 | 4.08% | -0.353% |
| ADBE Adobe Inc. | 1,432 | $293,588.65 | $379,787.88 | - | $86,199.23 | 29.36% | -1.972% |
| AFL Aflac Incorporated | 2,187 | $256,425.75 | $262,593.09 | - | $6,167.34 | 2.41% | -2.596% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,937 | $490,416.71 | $473,779.2 | - | -$16,637.51 | -3.39% | -0.161% |
| AIQ Global X Artificial Intelligence & Technology ETF | 8,263 | $410,126.41 | $515,280.68 | - | $105,154.27 | 25.64% | +0.467% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 3,641 | $485,163.25 | $348,534.72 | - | -$136,628.53 | -28.16% | -0.463% |
| ALB Albemarle Corporation | 2,026 | $286,151.76 | $190,211.01 | - | -$95,940.75 | -33.53% | +1.453% |
| AMAT Applied Materials Inc. | 4,507 | $3.26M | $1.71M | - | -$1.54M | -47.41% | +1.241% |
| AMD Advanced Micro Devices Inc. | 2,665 | $608,723.29 | $1.38M | - | $766,763.16 | 125.96% | +1.614% |
| AMGN Amgen Inc. Common Stock | 4,679 | $1.43M | $2.06M | - | $632,201.18 | 44.15% | -1.366% |
| AMP Ameriprise Financial Inc. | 533 | $244,519.09 | $261,596.4 | - | $17,077.31 | 6.98% | -1.214% |
| AMZN Amazon.com Inc | 20,557 | $2.95M | $5.13M | - | $2.18M | 73.89% | -0.411% |
| ANET Arista Networks Inc. | 2,104 | $357,427.52 | $364,065.64 | - | $6,638.12 | 1.86% | +1.149% |
| APD Air Products and Chemicals Inc. | 1,487 | $429,010.08 | $455,765.5 | - | $26,755.42 | 6.24% | -0.558% |
| APH Amphenol Corp. Class A Common Stock | 45,376 | $1.59M | $3.37M | - | $1.78M | 112.32% | +1.601% |
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FAQ
Which stocks have generated the highest profits for Resurgent Financial Advisors LLC?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR S&P 500 ETF Trust - $1.7M, iShares Core S&P 500 ETF - $1.66M, Apple Inc - $1.31M, NVIDIA Corporation - $1.16M, and JPMorgan Chase & Co - $1.11M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intuit Inc - $888,358.74, Crown Castle Inc - $418,870.98, Meta Platforms Inc Class A - $368,863.94, UnitedHealth Group Inc - $277,592.46, and iShares Russell 2000 ETF - $274,483.91. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Resurgent Financial Advisors LLC's portfolio generate?
The portfolio generates substantial dividend income, with a total of $15.64M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $477,852.97, JPMorgan Chase & Co - $449,377.55, Chevron Corporation - $398,966.9, Microsoft Corporation Common Stock - $350,039.2, and The Home Depot, Inc - $305,275.21. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Resurgent Financial Advisors LLC's monthly returns?
Resurgent Financial Advisors LLC's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Resurgent Financial Advisors LLC's strategy be considered aggressive or moderate?
Resurgent Financial Advisors LLC's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Resurgent Financial Advisors LLC's strategy?
Resurgent Financial Advisors LLC's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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