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:
41.34%
Gain +0.99%
Monthly
0.6%
Yearly
7.41%
Drawdown
13.24%
$214.93M
Equity
Holdings
$214.93M
Investment
$152.64M
$72.37M
Profit +$2.53M
Realized
$10.08M
Unrealized
$62.29M
Dividends
$14.12M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.99%
Profit
$2.53M
Win %
76%
This Week
Compared To Last Week
Gain
-1.35%
Profit
-$2.94M
Win %
76%
This Month
Compared to last month
Gain
-1.7%
Profit
-$3.72M
Win %
76%
This Year
Compared to last year
Gain
7.91%
Profit
$15.75M
Win %
76%
TE-WT T1 Energy Inc. WT
+44.4%
+$3,733.75 
MU Micron Technology, Inc.
+11.69%
+$75,990.96 
SIDU Sidus Space Inc.
+11.42%
+$5,445 
LQDA Liquidia Corporation
+9.75%
+$47,700 
INTC Intel Corporation
+9.28%
+$117,720.14 
CPA Copa Holdings S.A.
+8.32%
+$21,380 
ALB Albemarle Corporation
+8%
+$22,692.56 
AMD Advanced Micro Devices, Inc.
+7.96%
+$77,298.94 
KTOS Kratos Defense & Security Solutions, Inc.
+7.22%
+$16,758.72 
ARBE Arbe Robotics Ltd.
+7.14%
+$1,658.52 
BAI iShares A.I. Innovation and Tech Active ETF
+7.13%
+$60,830.25 
HOOD Robinhood Markets, Inc.
+6.81%
+$60,746.28 
SMH VanEck Semiconductor ETF
+6.78%
+$47,291.4 
CRWD CrowdStrike Holdings, Inc.
+6.76%
+$20,756.46 
HON Honeywell International Inc.
+6.45%
+$25,558.02 
DNN Denison Mines Corp.
+6.18%
+$2,187.5 
PANW Palo Alto Networks, Inc.
+6.15%
+$22,925.04 
QTUM Defiance Quantum ETF
+5.54%
+$24,122.34 
TXN Texas Instruments Inc
+5.35%
+$45,209.64 
EMXC iShares MSCI Emerging Markets ex China ETF
+5.33%
+$30,074.82 
LAES Sealsq Corp
+5.26%
+$1,936 
GLW Corning Incorporated
+5.01%
+$33,155.19 
PWR Quanta Services Inc.
+4.99%
+$124,610.83 
ETN Eaton Corporation plc
+4.88%
+$98,891.41 
SPMO Invesco S&P 500 Momentum ETF
+4.82%
+$24,067.92 
AMGN Amgen Inc.
+4.79%
+$44,115.15 
TSLA Tesla, Inc.
+4.63%
+$50,147.46 
RSHO Tema American Reshoring ETF
+4.62%
+$14,939.42 
MTUM iShares MSCI USA Momentum Factor ETF
+4.61%
+$13,249.14 
LMT Lockheed Martin Corporation
+4.57%
+$18,791.98 
CEF Sprott Physical Gold and Silver Trust
+4.54%
+$13,536 
AVEM Avantis Emerging Markets Equity ETF
+4.47%
+$17,484.72 
GE General Electric Company
+4.42%
+$9,905.26 
IEMG iShares Core MSCI Emerging Markets ETF
+4.39%
+$56,438.55 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+4.34%
+$29,717.12 
AIQ Global X Artificial Intelligence & Technology ETF
+4.22%
+$31,574.69 
NUKZ Range Nuclear Renaissance ETF
+4.14%
+$23,949.28 
SPDW SPDR Portfolio Developed World ex-US ETF
+3.63%
+$36,164.26 
RXRX Recursion Pharmaceuticals, Inc.
+3.62%
+$2,233 
AVGO Broadcom Inc.
+3.47%
+$64,912.75 
AEM Agnico Eagle Mines Limited
+3.46%
+$8,379.36 
QQQM Invesco NASDAQ 100 ETF
+3.2%
+$15,747.67 
IEUR iShares Core MSCI Europe ETF
+3.11%
+$6,803.4 
GLDM SPDR Gold MiniShares Trust
+3.05%
+$9,402.12 
SGOL abrdn Physical Gold Shares ETF
+3.04%
+$30,766.14 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+3.01%
+$34,492.62 
IWM iShares Russell 2000 ETF
+2.99%
+$27,616.72 
XBI SPDR S&P Biotech ETF
+2.99%
+$7,322.68 
SCHM Schwab U.S. Mid-Cap ETF
+2.95%
+$15,457.08 
MS Morgan Stanley
+2.9%
+$36,708 
BOTZ Global X Robotics & Artificial Intelligence ETF
+2.81%
+$23,734.38 
VOT Vanguard Mid-Cap Growth ETF
+2.74%
+$17,864.93 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.67%
+$26,859.78 
SPHQ Invesco S&P 500 Quality ETF
+2.65%
+$59,573.93 
IBIT iShares Bitcoin Trust
+2.62%
+$23,119.55 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.59%
+$51,952.5 
EFV iShares MSCI EAFE Value ETF
+2.58%
+$28,773.36 
CVS CVS Health Corporation
+2.54%
+$8,570.58 
CSCO Cisco Systems, Inc.
+2.53%
+$29,982.61 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$8,688.82 
IJR iShares Core S&P Small-Cap ETF
+2.47%
+$42,219.99 
COF Capital One Financial Corporation
+2.44%
+$7,165.34 
TT Trane Technologies plc
+2.43%
+$9,673.05 
BMY Bristol-Myers Squibb Company
+2.37%
+$5,751.24 
SPEM SPDR Portfolio Emerging Markets ETF
+2.33%
+$13,821.52 
BZAI Blaize Holdings Inc.
+2.33%
+$462 
HD The Home Depot, Inc.
+2.26%
+$32,964.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+2.25%
+$40,099.12 
PFE Pfizer Inc.
+2.25%
+$21,686.12 
IWR iShares Russell Mid-Cap ETF
+2.23%
+$10,986.25 
NVDA NVIDIA Corporation
+2.17%
+$133,485.76 
VRTX Vertex Pharmaceuticals Incorporated
+2.14%
+$10,720.17 
LLY Eli Lilly and Company
+2.13%
+$23,362.65 
SCHV Schwab U.S. Large-Cap Value ETF
+2.11%
+$6,942.14 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+2.08%
+$40,109.85 
BDYN iShares Dynamic Equity Active ETF
+2.06%
+$10,860.3 
VBR VANGUARD SMALL-CAP VALUE ETF
+2.04%
+$25,290.93 
IWD iShares Russell 1000 Value ETF
+1.99%
+$80,255.11 
TMFC Motley Fool 100 Index ETF
+1.89%
+$4,331.6 
MGK Vanguard Mega Cap Growth ETF
+1.88%
+$12,848 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.87%
+$13,332.33 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.83%
+$19,695.82 
SCHY Schwab International Dividend Equity ETF
+1.81%
+$9,252.13 
DIS The Walt Disney Company
+1.77%
+$3,606.75 
MGC Vanguard Mega Cap ETF
+1.75%
+$4,637.01 
IWB iShares Russell 1000 ETF
+1.74%
+$4,228.93 
SPY SPDR S&P 500 ETF Trust
+1.73%
+$66,203.81 
VOO Vanguard S&P 500 ETF
+1.72%
+$6,854.01 
IVV iShares Core S&P 500 ETF
+1.72%
+$45,547.83 
SCHX Schwab U.S. Large-Cap ETF
+1.71%
+$11,657.1 
MTB M&T Bank Corporation
+1.7%
+$6,578.85 
SPYM State Street SPDR Portfolio S&P 500 ETF
+1.7%
+$21,473.05 
QUAL iShares MSCI USA Quality Factor ETF
+1.68%
+$13,239.64 
VIGI Vanguard International Dividend Appreciation Index Fund
+1.67%
+$19,271.26 
SDIV Global X SuperDividend ETF
+1.59%
+$12,416.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.58%
+$14,652.04 
SPYI NEOS S&P 500 High Income ETF
+1.58%
+$13,219.22 
OEF iShares S&P 100 ETF
+1.57%
+$6,564.15 
DON WisdomTree U.S. MidCap Dividend Fund
+1.56%
+$24,381.76 
DE Deere & Company
+1.53%
+$10,570.57 
JPM JPMorgan Chase & Co.
+1.42%
+$73,783.6 
BDVL iShares Disciplined Volatility Equity Active ETF
+1.42%
+$7,940.28 
AMZN Amazon.com Inc
+1.4%
+$54,184.52 
AAPL Apple Inc.
+1.39%
+$134,836.65 
MRK Merck & Co., Inc.
+1.39%
+$6,111.61 
LIN Linde plc
+1.23%
+$5,417.67 
SPYH Neos S&P 500 Hedged Equity Income ETF
+1.2%
+$2,673.19 
VIG Vanguard Dividend Appreciation ETF
+1.19%
+$59,317.28 
VYM Vanguard High Dividend Yield ETF
+1.18%
+$5,090.79 
MOAT VANECK MORNINGSTAR WIDE MOAT FUND
+1.15%
+$6,994.8 
TLH iShares 10-20 Year Treasury Bond ETF
+1.13%
+$4,844 
DLN WisdomTree U.S. LargeCap Dividend Fund
+1.09%
+$20,485.92 
BAC Bank of America Corporation
+1.09%
+$7,323.85 
IVE ISHARES S&P 500 VALUE ETF
+1.07%
+$19,610.25 
UTES Virtus Reaves Utilities ETF
+1.05%
+$7,993.87 
RYLD Global X Russell 2000 Covered Call ETF
+1.02%
+$7,961.92 
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF
+0.96%
+$2,673.52 
XLG Invesco S&P 500 Top 50 ETF
+0.92%
+$7,920.64 
GOOG Alphabet Inc
+0.91%
+$4,127.93 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.91%
+$5,475.55 
IBM International Business Machines Corporation
+0.89%
+$4,105.5 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.85%
+$2,581.22 
MCD McDonald's Corporation
+0.83%
+$2,972.76 
WY Weyerhaeuser Company
+0.83%
+$2,015.2 
CTAS Cintas Corporation
+0.82%
+$3,278.2 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$6,470.5 
COWZ Pacer US Cash Cows 100 ETF
+0.78%
+$2,062.41 
PBR Petrobras S.A. Sponsored ADR
+0.77%
+$2,173.64 
XLF Financial Select Sector SPDR Fund
+0.76%
+$2,896.93 
SYBT Stock Yards Bancorp Inc.
+0.74%
+$3,274.7 
BTHM iShares U.S. Thematic Rotation Active ETF
+0.73%
+$3,622.58 
PLTR Palantir Technologies Inc.
+0.69%
+$1,390.06 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.66%
+$3,603.6 
MBB iShares MBS ETF
+0.65%
+$5,582.72 
BAC-PL Bank of America Corporation
+0.62%
+$3,993.76 
AGG iShares Core U.S. Aggregate Bond ETF
+0.57%
+$2,845.92 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.57%
+$4,051.32 
IUSB iShares Core Universal USD Bond ETF
+0.56%
+$8,917.09 
ABT Abbott Laboratories
+0.56%
+$987.52 
APD Air Products and Chemicals, Inc.
+0.54%
+$2,212.61 
PYLD PIMCO Multisector Bond Active ETF
+0.49%
+$5,260.06 
UNP Union Pacific Corporation
+0.49%
+$2,768.04 
ISHG iShares 3 Year International Treasury Bond ETF
+0.48%
+$1,220.76 
IAGG iShares International Aggregate Bond Fund
+0.47%
+$2,210.41 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.45%
+$5,935.03 
PFG Principal Financial Group, Inc.
+0.44%
+$1,152.96 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.43%
+$1,373.73 
FXI iShares China Large-Cap ETF
+0.43%
+$1,327.95 
MKL Markel Group Inc.
+0.41%
+$2,919.05 
GOOGL Alphabet Inc
+0.39%
+$23,709.23 
TJX The TJX Companies, Inc.
+0.38%
+$3,596.16 
PREF Principal Spectrum Preferred Securities Active ETF
+0.32%
+$1,459.14 
FXE Invesco CurrencyShares Euro Trust
+0.3%
+$7,508.48 
BRK-B Berkshire Hathaway Inc.
+0.29%
+$16,362.66 
BINC iShares Flexible Income Active ETF
+0.29%
+$1,844.7 
KKR KKR & Co. Inc.
+0.28%
+$1,055.16 
PBT Permian Basin Royalty Trust
+0.28%
+$1,598 
JPIE JPMorgan Income ETF
+0.26%
+$1,800 
ISRG Intuitive Surgical, Inc.
+0.21%
+$841.28 
TMUS T-Mobile US, Inc.
+0.16%
+$573.33 
HIW Highwoods Properties, Inc.
+0.13%
+$773.48 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$451.14 
MDT Medtronic plc
+0.11%
+$419.94 
CASY Casey's General Stores Inc.
+0.07%
+$447.44 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.03%
+$130.22 
CLIP Global X 1-3 Month T-Bill ETF
+0.01%
+$80.37 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$26.85 
BPRE
0%
$0 
ORCL Oracle Corporation
-8.58%
-$42,138.78 
COP ConocoPhillips
-3.8%
-$103,265.76 
XOM Exxon Mobil Corporation
-2.68%
-$84,428.5 
CRM Salesforce Inc
-2.6%
-$3,747.57 
MO Altria Group, Inc.
-2.35%
-$34,871.28 
RSG Republic Services, Inc.
-2.17%
-$10,676.76 
CVX Chevron Corporation
-2.11%
-$46,860 
XLE Energy Select Sector SPDR Fund
-1.96%
-$14,350.32 
MCO Moody's Corporation
-1.95%
-$11,295.15 
CTA Simplify Managed Futures Strategy ETF
-1.92%
-$5,974.64 
MSFT Microsoft Corp.
-1.79%
-$143,982.62 
DHR Danaher Corporation
-1.54%
-$15,033.42 
TPL Texas Pacific Land Corporation
-1.53%
-$46,321.8 
KMI Kinder Morgan, Inc.
-1.52%
-$11,567.25 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$4,381.51 
PM Philip Morris International Inc.
-1.27%
-$3,548.59 
TOLL Tema Monopolies and Oligopolies ETF
-1.27%
-$6,236.49 
KO The Coca-Cola Company
-1.26%
-$3,063.9 
V Visa Inc. Class A
-1.19%
-$13,954.5 
WTRG Essential Utilities Inc.
-1.17%
-$6,341.72 
WMB The Williams Companies, Inc.
-0.91%
-$2,561.05 
NFLX Netflix, Inc.
-0.89%
-$2,390.02 
MPC Marathon Petroleum Corporation
-0.89%
-$14,506.58 
T AT&T Inc.
-0.86%
-$4,079 
CB Chubb Limited
-0.82%
-$5,766.86 
COST Costco Wholesale Corporation
-0.82%
-$9,359.91 
MLPX Global X MLP & Energy Infrastructure ETF
-0.67%
-$8,459.5 
DUK Duke Energy Corporation
-0.67%
-$2,673.67 
PDI Pimco Dynamic Income Fund
-0.6%
-$4,307.1 
CME CME Group Inc.
-0.6%
-$4,613.57 
MA Mastercard Incorporated
-0.54%
-$4,213.44 
ARLP Alliance Resource Partners, L.P.
-0.47%
-$1,200 
PG Procter & Gamble Co
-0.45%
-$3,323.88 
META Meta Platforms Inc Class A
-0.45%
-$5,207.1 
PEP PepsiCo, Inc.
-0.44%
-$1,028.18 
NEE NextEra Energy, Inc.
-0.39%
-$5,141.07 
O Realty Income Corporation
-0.31%
-$2,728.21 
MSI Motorola Solutions, Inc.
-0.27%
-$1,822.7 
SHEL Shell plc
-0.26%
-$1,089.88 
FXU First Trust Utilities AlphaDEX Fund
-0.21%
-$1,018.6 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.19%
-$402 
TAIL Cambria Tail Risk ETF
-0.18%
-$347.78 
IHI iShares U.S. Medical Devices ETF
-0.1%
-$466.15 
WMT Walmart Inc.
-0.09%
-$2,978.69 
ABBV AbbVie Inc.
-0.08%
-$523.26 
JNJ Johnson & Johnson
-0.05%
-$1,407.61 
VZ Verizon Communications Inc.
-0.04%
-$378.64 
USFR WisdomTree Floating Rate Treasury Fund
-0.02%
-$365.71 Events
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Dividends
Dividend Analysis
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No Data
| Trades 4159 | Longs Won 2573/4159 61% | Profit Factor 4.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $114,015.27 |
| Average Win $36,467.75 | Best Trade (Jun 11) $2.88M | Sharpe Ratio -9.04 |
| Average Loss -$13,529.6 | Worst Trade (Sep 30) -$1.07M | Z-Score -14.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $17,401.68 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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