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:
61.83%
Gain +1.53%
Monthly
1.1%
Yearly
13.99%
Drawdown
15%
$368.35M
Equity
Holdings
$368.35M
Investment
$286.01M
$111.68M
Profit +$3.5M
Realized
$29.33M
Unrealized
$82.35M
Dividends
$14.98M
Goals
Avg. 86% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.53%
Profit
$3.5M
Win %
72%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$2.49M
Win %
72%
This Month
Compared to last month
Gain
-0.3%
Profit
-$1.11M
Win %
72%
This Year
Compared to last year
Gain
3.61%
Profit
$12.84M
Win %
73%
BAND Bandwidth Inc.
+8.06%
+$34,850.71 
ANET Arista Networks, Inc.
+4.74%
+$18,862.34 
FIX Comfort Systems USA, Inc.
+3.99%
+$21,783.9 
MPC Marathon Petroleum Corporation
+3.97%
+$98,092.22 
INTC Intel Corporation
+3.89%
+$45,961.85 
BZAI Blaize Holdings Inc.
+3.74%
+$290.55 
ETN Eaton Corporation plc
+3.6%
+$154,160.9 
CLS Celestica Inc.
+3.49%
+$18,915.12 
PWR Quanta Services Inc.
+3.41%
+$74,602.81 
GEV GE Vernova Inc.
+3.25%
+$26,105.1 
IBIT iShares Bitcoin Trust
+2.93%
+$12,371.2 
IBKR Interactive Brokers Group Inc.
+2.9%
+$11,815.58 
APH Amphenol Corporation
+2.83%
+$103,003.52 
ARBE Arbe Robotics Ltd.
+2.82%
+$579.94 
TXN Texas Instruments Inc
+2.74%
+$21,476.43 
BX Blackstone Inc.
+2.71%
+$18,424.67 
IPWR Ideal Power Inc.
+2.7%
+$3,125.2 
LQDA Liquidia Corporation
+2.67%
+$13,606.5 
CSCO Cisco Systems, Inc.
+2.56%
+$42,668.28 
IBM International Business Machines Corporation
+2.44%
+$11,126.39 
AMD Advanced Micro Devices, Inc.
+2.43%
+$32,646.22 
TMUS T-Mobile US, Inc.
+2.36%
+$9,459.57 
KGC Kinross Gold Corporation
+2.25%
+$6,917.95 
CAT Caterpillar Inc.
+2.22%
+$5,387.91 
NOW ServiceNow, Inc.
+2.22%
+$37,774.71 
SLV iShares Silver Trust
+2.03%
+$12,676.36 
HOOD Robinhood Markets, Inc.
+1.92%
+$13,555.24 
AAPL Apple Inc.
+1.91%
+$344,661.95 
SNSR Global X Internet of Things ETF
+1.91%
+$3,938.65 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.86%
+$11,947.03 
GOOG Alphabet Inc
+1.82%
+$8,622.9 
GOOGL Alphabet Inc
+1.82%
+$325,760.82 
T AT&T Inc.
+1.8%
+$5,878.8 
ORCL Oracle Corporation
+1.8%
+$10,551.75 
SCCO Southern Copper Corporation
+1.8%
+$7,692.43 
IONQ IonQ, Inc.
+1.78%
+$2,538.12 
SIDU Sidus Space Inc.
+1.75%
+$420 
AMZN Amazon.com Inc
+1.74%
+$89,936.87 
VOLT Tema Electrification Fund
+1.7%
+$3,275.7 
BOTZ Global X Robotics & Artificial Intelligence ETF
+1.7%
+$11,692.62 
META Meta Platforms Inc Class A
+1.7%
+$92,445.94 
LAES Sealsq Corp
+1.68%
+$646 
DE Deere & Company
+1.68%
+$29,414.19 
CEF Sprott Physical Gold and Silver Trust
+1.66%
+$5,507.18 
CBRS Cerebras Systems Inc.
+1.65%
+$3,924.6 
PLTR Palantir Technologies Inc.
+1.65%
+$22,769.4 
ABBV AbbVie Inc.
+1.64%
+$24,905.36 
FCX Freeport-McMoRan Inc.
+1.64%
+$14,756.04 
CTAS Cintas Corporation
+1.63%
+$6,224.21 
PHYS Sprott Physical Gold Trust
+1.61%
+$5,284.12 
NVDA NVIDIA Corporation
+1.56%
+$294,772.55 
SGOL abrdn Physical Gold Shares ETF
+1.53%
+$16,151.94 
GLD SPDR Gold Shares
+1.53%
+$5,801.95 
HST Host Hotels & Resorts Inc.
+1.49%
+$3,837.9 
IXN iShares Global Tech ETF
+1.46%
+$3,889.13 
WELD Tema U.S. Manufacturing & Reshoring ETF
+1.45%
+$4,525.29 
MTUM iShares MSCI USA Momentum Factor ETF
+1.43%
+$5,054.41 
TE T1 Energy Inc.
+1.42%
+$1,079 
CRWD CrowdStrike Holdings, Inc.
+1.41%
+$17,234.08 
QTUM Defiance Quantum ETF
+1.37%
+$5,806 
AIQ Global X Artificial Intelligence & Technology ETF
+1.37%
+$7,147.49 
GS The Goldman Sachs Group, Inc.
+1.35%
+$2,777.5 
SMH VanEck Semiconductor ETF
+1.34%
+$8,535.17 
VZ Verizon Communications Inc.
+1.32%
+$13,650.78 
AXP American Express Company
+1.31%
+$2,813.14 
JPM JPMorgan Chase & Co.
+1.3%
+$76,613 
CORO Ishares International Country Rotational Active ETF
+1.3%
+$10,580.15 
ASML ASML Holding N.V. New York Registry Shares
+1.27%
+$18,694.86 
SPDW SPDR Portfolio Developed World ex-US ETF
+1.25%
+$12,108.8 
VUG Vanguard Growth ETF
+1.24%
+$4,140.72 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.23%
+$9,357.89 
CVX Chevron Corporation
+1.22%
+$37,043.77 
TPL Texas Pacific Land Corporation
+1.21%
+$35,315.84 
SOXX iShares Semiconductor ETF
+1.21%
+$3,061.14 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.21%
+$4,624.07 
MGK Vanguard Mega Cap Growth ETF
+1.21%
+$11,795.98 
BAI iShares A.I. Innovation and Tech Active ETF
+1.2%
+$8,104.76 
EVEX Eve Holding Inc.
+1.19%
+$292.5 
DLR Digital Realty Trust, Inc.
+1.15%
+$4,964.78 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.15%
+$8,938.4 
TMFC Motley Fool 100 Index ETF
+1.14%
+$2,769.44 
AVEM Avantis Emerging Markets Equity ETF
+1.14%
+$3,502.11 
BLCR iShares Large Cap Core ACT ETF
+1.14%
+$6,434.67 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+1.13%
+$20,434.44 
IEMG iShares Core MSCI Emerging Markets ETF
+1.11%
+$5,924.1 
LSGR Natixis Loomis Sayles Focused Growth ETF
+1.11%
+$4,186.44 
BDVL iShares Disciplined Volatility Equity Active ETF
+1.11%
+$6,299.79 
XLE Energy Select Sector SPDR Fund
+1.11%
+$13,246.56 
THRO iShares U.S. Thematic Rotation Active ETF
+1.1%
+$4,965.6 
IEFA iShares Core MSCI EAFE ETF
+1.1%
+$3,329.86 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.1%
+$20,717.74 
TOLL Tema Monopolies and Oligopolies ETF
+1.1%
+$5,675.56 
CIBR First Trust NASDAQ Cybersecurity ETF
+1.09%
+$6,396.3 
PTLC Pacer Trendpilot US Large Cap ETF
+1.09%
+$2,251.7 
COF Capital One Financial Corporation
+1.08%
+$2,876.16 
SCHX Schwab U.S. Large-Cap ETF
+1.07%
+$12,392 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+1.07%
+$2,867.43 
IUSG iShares Core S&P U.S. Growth ETF
+1.06%
+$2,355.87 
TMO Thermo Fisher Scientific Inc.
+1.05%
+$5,589.39 
GWW W.W. Grainger, Inc.
+1.04%
+$41,373.75 
PH Parker-Hannifin Corporation
+1.03%
+$2,089.8 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+1.03%
+$7,890.05 
MGC Vanguard Mega Cap ETF
+1.03%
+$2,748.5 
BDYN iShares Dynamic Equity Active ETF
+1.03%
+$5,597.02 
WFC Wells Fargo & Company
+1.02%
+$2,775.2 
VOO Vanguard S&P 500 ETF
+1.02%
+$8,047.04 
IWB iShares Russell 1000 ETF
+1.02%
+$2,498.24 
SPY SPDR S&P 500 ETF Trust
+1.02%
+$47,377.52 
URI United Rentals, Inc.
+1.01%
+$3,770 
XOM Exxon Mobil Corporation
+1.01%
+$41,584.67 
XLI Industrial Select Sector SPDR Fund
+1.01%
+$6,472.36 
ACN Accenture plc Class A
+1%
+$6,934.88 
IVV iShares Core S&P 500 ETF
+1%
+$34,739.29 
IALT iShares Systematic Alternatives Active ETF
+1%
+$10,184.51 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.99%
+$10,403.39 
TT Trane Technologies plc
+0.96%
+$3,157.95 
QQQ Invesco QQQ Trust, Series 1
+0.96%
+$5,724.87 
IVE ISHARES S&P 500 VALUE ETF
+0.95%
+$13,438.41 
RXRX Recursion Pharmaceuticals, Inc.
+0.95%
+$1,362 
MSFT Microsoft Corp.
+0.95%
+$186,837.36 
EFG iShares MSCI EAFE Growth ETF
+0.94%
+$2,748.97 
COWZ Pacer US Cash Cows 100 ETF
+0.94%
+$4,167.15 
IWD iShares Russell 1000 Value ETF
+0.92%
+$34,784.57 
MSI Motorola Solutions, Inc.
+0.92%
+$7,246.26 
SHEL Shell plc
+0.92%
+$4,004.88 
QQQM Invesco NASDAQ 100 ETF
+0.92%
+$4,552.85 
MS Morgan Stanley
+0.9%
+$10,492.8 
VIGI Vanguard International Dividend Appreciation Index Fund
+0.88%
+$11,167.3 
SPYI NEOS S&P 500 High Income ETF
+0.86%
+$7,947.88 
UTG Reaves Utility Income Fund
+0.85%
+$3,777.7 
XBI SPDR S&P Biotech ETF
+0.84%
+$11,316.36 
VIG Vanguard Dividend Appreciation ETF
+0.83%
+$47,971.44 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.83%
+$16,046.58 
HD The Home Depot, Inc.
+0.82%
+$22,342.32 
VYM Vanguard High Dividend Yield ETF
+0.82%
+$3,614.16 
SLDP Solid Power, Inc.
+0.81%
+$214 
WMB The Williams Companies, Inc.
+0.81%
+$2,676.83 
TSLA Tesla, Inc.
+0.8%
+$7,139.8 
GLW Corning Incorporated
+0.8%
+$7,605 
C Citigroup Inc.
+0.77%
+$3,695.55 
USA Liberty All Star Equity Fund
+0.77%
+$627.43 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.77%
+$25,455.28 
PM Philip Morris International Inc.
+0.77%
+$2,440.03 
HONA Honeywell Aerospace Inc.
+0.76%
+$1,735.74 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.76%
+$15,800.51 
OHI Omega Healthcare Investors Inc.
+0.74%
+$2,779.7 
XLF Financial Select Sector SPDR Fund
+0.74%
+$2,920.68 
GNR SPDR S&P Global Natural Resources ETF
+0.74%
+$9,143.7 
MGV Vanguard Mega Cap Value ETF
+0.73%
+$1,918.36 
IWR iShares Russell Mid-Cap ETF
+0.72%
+$3,955.53 
SCHV Schwab U.S. Large-Cap Value ETF
+0.72%
+$1,563.59 
SPYH Neos S&P 500 Hedged Equity Income ETF
+0.71%
+$1,612.39 
IWM iShares Russell 2000 ETF
+0.69%
+$7,085.96 
VOT Vanguard Mid-Cap Growth ETF
+0.69%
+$4,701.48 
BAC Bank of America Corporation
+0.69%
+$2,593.76 
AMP Ameriprise Financial, Inc.
+0.68%
+$2,014.74 
SPEM SPDR Portfolio Emerging Markets ETF
+0.67%
+$3,593.8 
SPMO Invesco S&P 500 Momentum ETF
+0.66%
+$8,212.99 
RSG Republic Services, Inc.
+0.65%
+$3,322.08 
JNJ Johnson & Johnson
+0.65%
+$38,571 
TRGP Targa Resources Corp.
+0.64%
+$1,865 
DIS The Walt Disney Company
+0.62%
+$1,662.54 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.62%
+$7,351.5 
IJH iShares Core S&P Mid-Cap ETF
+0.62%
+$3,173.54 
RBC RBC Bearings Incorporated
+0.62%
+$2,664.09 
PBT Permian Basin Royalty Trust
+0.62%
+$4,400 
MMM 3M Company
+0.6%
+$1,401.4 
PG Procter & Gamble Co
+0.59%
+$4,791.36 
PFF iShares Preferred and Income Securities ETF
+0.58%
+$4,871.82 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.57%
+$2,064.66 
V Visa Inc. Class A
+0.56%
+$40,609.05 
USMV iShares MSCI USA Min Vol Factor ETF
+0.55%
+$1,214.46 
CME CME Group Inc.
+0.54%
+$2,179.83 
KMI Kinder Morgan, Inc.
+0.53%
+$4,044.97 
DVY iShares Select Dividend ETF
+0.53%
+$1,814.6 
IJR iShares Core S&P Small-Cap ETF
+0.52%
+$7,998.66 
DON WisdomTree U.S. MidCap Dividend Fund
+0.51%
+$7,487.8 
AVGO Broadcom Inc.
+0.5%
+$31,122.17 
SCHM Schwab U.S. Mid-Cap ETF
+0.49%
+$2,096.1 
SCHY Schwab International Dividend Equity ETF
+0.48%
+$2,570.68 
RYLD Global X Russell 2000 Covered Call ETF
+0.47%
+$4,138.2 
LIN Linde plc
+0.47%
+$1,853.3 
RJF Raymond James Financial Inc.
+0.46%
+$3,193.6 
NFLX Netflix, Inc.
+0.46%
+$1,453.54 
MMT MFS Multimarket Income Trust
+0.46%
+$614 
MOO VanEck Agribusiness ETF
+0.46%
+$2,335.64 
HDV iShares Core High Dividend ETF
+0.45%
+$1,155.18 
TLH iShares 10-20 Year Treasury Bond ETF
+0.42%
+$984.4 
SPHQ Invesco S&P 500 Quality ETF
+0.42%
+$9,787.4 
NUKZ Range Nuclear Renaissance ETF
+0.4%
+$2,585.18 
UTHR United Therapeutics Corporation
+0.39%
+$1,877.68 
WMT Walmart Inc.
+0.39%
+$12,315.99 
AVUV Avantis U.S. Small Cap Value ETF
+0.39%
+$1,046.4 
LAND Gladstone Land Corporation
+0.37%
+$1,031.69 
LOW Lowe's Companies Inc.
+0.37%
+$721.37 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.37%
+$1,270.88 
KLAC KLA Corporation
+0.35%
+$744.01 
NEE NextEra Energy, Inc.
+0.33%
+$5,412.96 
PFG Principal Financial Group, Inc.
+0.32%
+$879.18 
MELI MercadoLibre, Inc.
+0.3%
+$1,748.58 
IYH iShares U.S. Healthcare ETF
+0.3%
+$685.86 
BAC-PL Bank of America Corporation
+0.29%
+$1,948.57 
EVG Eaton Vance Short Duration Diversified Income Fund
+0.29%
+$405.6 
PANW Palo Alto Networks, Inc.
+0.28%
+$2,571.68 
TFC Truist Financial Corporation
+0.28%
+$707.84 
MLPX Global X MLP & Energy Infrastructure ETF
+0.27%
+$4,823.85 
GE General Electric Company
+0.27%
+$1,650.02 
SPGI S&P Global Inc.
+0.26%
+$5,028.48 
MTB M&T Bank Corporation
+0.26%
+$898.12 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.25%
+$892.98 
ISHG iShares 3 Year International Treasury Bond ETF
+0.25%
+$796.29 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.23%
+$2,746.64 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,374.96 
SO The Southern Company
+0.22%
+$2,088.29 
DUK Duke Energy Corporation
+0.21%
+$750.75 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
+0.2%
+$1,087.28 
COP ConocoPhillips
+0.2%
+$5,522.58 
HIW Highwoods Properties, Inc.
+0.2%
+$1,216.38 
PYLD PIMCO Multisector Bond Active ETF
+0.19%
+$2,140.9 
BRK-B Berkshire Hathaway Inc.
+0.19%
+$18,488.68 
AFL Aflac Inc.
+0.18%
+$459.27 
MO Altria Group, Inc.
+0.16%
+$2,342.01 
UTES Virtus Reaves Utilities ETF
+0.16%
+$1,284.84 
MBB iShares MBS ETF
+0.15%
+$1,325.94 
XLU Utilities Select Sector SPDR Fund
+0.15%
+$623.41 
AGG iShares Core U.S. Aggregate Bond ETF
+0.15%
+$715.85 
BUCK Simplify Treasury Option Income ETF
+0.15%
+$671.83 
KO The Coca-Cola Company
+0.15%
+$1,403.87 
IUSB iShares Core Universal USD Bond ETF
+0.12%
+$3,070.21 
GOVT iShares U.S. Treasury Bond ETF
+0.11%
+$811.95 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.11%
+$892.85 
ACP abrdn Income Credit Strategies Fund
+0.1%
+$107.81 
SHLD Global X Defense Tech ETF
+0.1%
+$352.86 
RY Royal Bank of Canada
+0.09%
+$205.74 
PREF Principal Spectrum Preferred Securities Active ETF
+0.08%
+$380.67 
WY Weyerhaeuser Company
+0.07%
+$264.84 
XLV Health Care Select Sector SPDR Fund
+0.07%
+$301.07 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.06%
+$262.83 
CVS CVS Health Corporation
+0.05%
+$154.65 
MA Mastercard Incorporated
+0.04%
+$1,770.48 
SYBT Stock Yards Bancorp Inc.
+0.04%
+$178.62 
JPIE JPMorgan Income ETF
+0.03%
+$236.09 
USFR WisdomTree Floating Rate Treasury Fund
+0.03%
+$424.59 
PAYX Paychex Inc.
+0.03%
+$67.29 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$43.18 
BINC iShares Flexible Income Active ETF
+0.02%
+$51.27 
FXE Invesco CurrencyShares Euro Trust
+0.02%
+$406.94 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$54.75 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HONIV Honeywell International Inc.
0%
$0 DDTS
DDTS
0%
$0 
ALB Albemarle Corporation
-3.24%
-$7,982.44 
CTA Simplify Managed Futures Strategy ETF
-2.28%
-$7,727.64 
DNN Denison Mines Corp.
-1.55%
-$625 
LITE Lumentum Holdings Inc.
-1.52%
-$3,692 
CASY Casey's General Stores Inc.
-1.42%
-$6,934.2 
ABT Abbott Laboratories
-1.14%
-$3,247.36 
NLR VanEck Uranium and Nuclear ETF
-1.1%
-$3,909.1 
ARLP Alliance Resource Partners, L.P.
-1.1%
-$2,950 
PBR Petrobras S.A. Sponsored ADR
-1.01%
-$3,338.09 
ARCO Arcos Dorados Holdings Inc.
-0.99%
-$1,928.96 
WTRG Essential Utilities Inc.
-0.96%
-$5,765.2 
BKNG Booking Holdings Inc.
-0.94%
-$6,693.51 
SYK Stryker Corporation
-0.87%
-$26,391.99 
TJX The TJX Companies, Inc.
-0.85%
-$6,287.76 
ADBE Adobe Inc.
-0.8%
-$2,835.36 
LMT Lockheed Martin Corporation
-0.78%
-$3,122.28 
AMGN Amgen Inc.
-0.78%
-$13,920.02 
PDBA Invesco Agriculture Commodity Fund
-0.77%
-$3,618 
FANG Diamondback Energy Inc
-0.65%
-$1,637.6 
CPA Copa Holdings S.A.
-0.59%
-$1,520 
MRK Merck & Co., Inc.
-0.55%
-$5,791.56 
UBER Uber Technologies, Inc.
-0.52%
-$5,323.04 
PFE Pfizer Inc.
-0.51%
-$7,358.26 
WM Waste Management, Inc.
-0.5%
-$2,522.88 
HLN Haleon Plc - ADR
-0.49%
-$477.99 
LLY Eli Lilly and Company
-0.48%
-$29,853 
TAIL Cambria Tail Risk ETF
-0.44%
-$474.17 
NUE Nucor Corporation
-0.4%
-$1,026.13 
IHI iShares U.S. Medical Devices ETF
-0.39%
-$2,306.6 
BMY Bristol-Myers Squibb Company
-0.39%
-$1,699 
O Realty Income Corporation
-0.37%
-$3,367.98 
PDI Pimco Dynamic Income Fund
-0.37%
-$2,597.38 
ATO Atmos Energy Corporation
-0.36%
-$724.52 
MDT Medtronic plc
-0.35%
-$2,409.28 
GILD Gilead Sciences Inc.
-0.31%
-$793.35 
CB Chubb Limited
-0.31%
-$3,381 
LGO Largo Inc.
-0.25%
-$68 
MCD McDonald's Corporation
-0.23%
-$1,494.48 
UNP Union Pacific Corporation
-0.21%
-$1,357 
AMAT Applied Materials, Inc.
-0.2%
-$4,167.62 
VVR Invesco Senior Income Trust
-0.17%
-$61.12 
SDIV Global X SuperDividend ETF
-0.16%
-$1,413.44 
ED Consolidated Edison, Inc.
-0.16%
-$469.88 
TSCO Tractor Supply Company
-0.15%
-$375.85 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.14%
-$679.28 
GRAL Grail, Inc.
-0.1%
-$240 
RTX RTX Corporation
-0.1%
-$2,579.6 
COST Costco Wholesale Corporation
-0.1%
-$1,296.73 
NFG National Fuel Gas Company
-0.08%
-$251.35 
FXU First Trust Utilities AlphaDEX Fund
-0.06%
-$409.23 
DHR Danaher Corporation
-0.06%
-$304.8 
PEP PepsiCo, Inc.
-0.04%
-$341.16 
MU Micron Technology, Inc.
-0.04%
-$1,060.32 
NUV Nuveen Municipal Value Fund, Inc.
-0.04%
-$90 
APD Air Products and Chemicals, Inc.
-0.03%
-$111.53 
MCK McKesson Corporation
-0.01%
-$666.86 
TGT Target Corporation
-0.01%
-$43.23 Events
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Dividends
Dividend Analysis
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| Trades 4699 | Longs Won 3180/4699 67% | Profit Factor 5.39 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $166,686.12 |
| Average Win $41,608.22 | Best Trade (Sep 11) $6.27M | Sharpe Ratio -9.36 |
| Average Loss -$16,158.17 | Worst Trade (Sep 03) -$1.32M | Z-Score -6.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 4w 1d | Expectancy $23,766.84 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 55,146 | $10.55M | $18.35M | - | $7.81M | 74.02% | +1.914% |
| ABBV AbbVie Inc. | 5,944 | $1.21M | $1.54M | - | $329,998.06 | 27.26% | +1.643% |
| ABT Abbott Laboratories | 2,752 | $303,836.18 | $281,199.36 | - | -$22,636.82 | -7.45% | -1.142% |
| ACN Accenture plc Class A | 3,896 | $484,818.24 | $700,072.24 | - | $215,254 | 44.4% | +1.001% |
| ACP abrdn Income Credit Strategies Fund | 21,562 | $110,272 | $104,683.51 | - | -$5,588.49 | -5.07% | +0.103% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 9,971 | $703,052.05 | $771,967.78 | - | $68,915.73 | 9.8% | +1.033% |
| ADBE Adobe Inc. | 1,432 | $293,588.65 | $353,489.2 | - | $59,900.55 | 20.4% | -0.796% |
| AFL Aflac Inc. | 2,187 | $256,425.75 | $250,805.16 | - | -$5,620.59 | -2.19% | +0.183% |
| AGG iShares Core U.S. Aggregate Bond ETF | 4,937 | $490,416.71 | $474,914.71 | - | -$15,502 | -3.16% | +0.151% |
| AIQ Global X Artificial Intelligence & Technology ETF | 8,263 | $410,126.41 | $528,377.53 | - | $118,251.12 | 28.83% | +1.371% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 3,641 | $485,163.25 | $387,511.63 | - | -$97,651.62 | -20.13% | +1.208% |
| ALB Albemarle Corporation | 2,026 | $286,151.76 | $238,642.54 | - | -$47,509.22 | -16.6% | -3.237% |
| AMAT Applied Materials, Inc. | 4,507 | $3.26M | $2.04M | - | -$1.22M | -37.33% | -0.204% |
| AMD Advanced Micro Devices, Inc. | 2,665 | $608,723.29 | $1.37M | - | $766,016.96 | 125.84% | +2.432% |
| AMGN Amgen Inc. | 4,679 | $1.43M | $1.78M | - | $343,623.85 | 24% | -0.778% |
| AMP Ameriprise Financial, Inc. | 533 | $244,519.09 | $297,046.23 | - | $52,527.14 | 21.48% | +0.683% |
| AMZN Amazon.com Inc | 20,557 | $2.95M | $5.27M | - | $2.32M | 78.71% | +1.737% |
| ANET Arista Networks, Inc. | 2,104 | $357,427.52 | $416,497.32 | - | $59,069.8 | 16.53% | +4.744% |
| APD Air Products and Chemicals, Inc. | 1,487 | $429,010.08 | $436,546.02 | - | $7,535.94 | 1.76% | -0.026% |
| APH Amphenol Corporation | 45,376 | $1.59M | $3.74M | - | $2.16M | 136% | +2.829% |
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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: SPDR S&P 500 ETF Trust - $1.69M, iShares Core S&P 500 ETF - $1.65M, Apple Inc - $1.31M, NVIDIA Corporation - $1.14M, and JPMorgan Chase & Co - $1.08M. 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 - $373,304.39, UnitedHealth Group Incorporated - $277,592.46, and iShares Russell 2000 ETF - $277,142.72. 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 $14.98M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $453,780.11, JPMorgan Chase & Co - $421,896.8, Chevron Corporation - $398,966.9, Microsoft Corp - $350,039.2, and Johnson & Johnson - $304,347.88. 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.
