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:
52.23%
Gain -0.92%
Monthly
1.03%
Yearly
13.11%
Drawdown
14.89%
$296.94M
Equity
Holdings
$296.94M
Investment
$225.98M
$99.6M
Profit -$2.02M
Realized
$28.64M
Unrealized
$70.97M
Dividends
$14.32M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.92%
Profit
-$2.02M
Win %
75%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.81M
Win %
75%
This Month
Compared to last month
Gain
0.15%
Profit
$457,156.96
Win %
75%
This Year
Compared to last year
Gain
8.64%
Profit
$23.62M
Win %
75%
INTC Intel Corporation
+2.45%
+$27,250.51 
PLTR Palantir Technologies Inc.
+2.32%
+$8,381.1 
AMD Advanced Micro Devices, Inc.
+2.2%
+$23,325.98 
ISRG Intuitive Surgical, Inc.
+2.07%
+$6,832.98 
AVGO Broadcom Inc.
+1.95%
+$91,513.6 
ACP abrdn Income Credit Strategies Fund
+1.84%
+$1,903.13 
PBR Petrobras S.A. Sponsored ADR
+1.81%
+$5,045.95 
MSFT Microsoft Corp.
+1.74%
+$224,878.68 
GOOG Alphabet Inc
+1.65%
+$7,298.72 
TMUS T-Mobile US, Inc.
+1.62%
+$6,126.68 
FIX Comfort Systems USA, Inc.
+1.56%
+$7,284.7 
GOOGL Alphabet Inc
+1.54%
+$235,431.43 
MPC Marathon Petroleum Corporation
+1.52%
+$29,485.82 
GEV GE Vernova Inc.
+1.47%
+$7,350.42 
WMB The Williams Companies, Inc.
+1.42%
+$4,398.16 
MU Micron Technology, Inc.
+1.39%
+$7,681.8 
PBT Permian Basin Royalty Trust
+1.37%
+$7,800 
NOW ServiceNow, Inc.
+1.34%
+$15,480.15 
COP ConocoPhillips
+1.33%
+$32,833.8 
IBIT iShares Bitcoin Trust
+1.32%
+$9,072 
KMI Kinder Morgan, Inc.
+1.28%
+$9,392.28 
TE T1 Energy Inc.
+1.28%
+$1,087.5 
CVX Chevron Corporation
+1.17%
+$28,146.01 
IBKR Interactive Brokers Group Inc.
+1.15%
+$3,612.96 
ABT Abbott Laboratories
+1.07%
+$2,775.6 
ARBE Arbe Robotics Ltd.
+1.06%
+$208.67 
AMZN Amazon.com Inc
+1%
+$42,722.96 
CTA Simplify Managed Futures Strategy ETF
+0.94%
+$2,515.83 
XOM Exxon Mobil Corporation
+0.86%
+$29,005.19 
XLE Energy Select Sector SPDR Fund
+0.79%
+$7,830.1 
AIQ Global X Artificial Intelligence & Technology ETF
+0.73%
+$4,800.52 
V Visa Inc. Class A
+0.68%
+$36,604.88 
TJX The TJX Companies, Inc.
+0.63%
+$5,456.25 
T AT&T Inc.
+0.62%
+$2,755.62 
INTU Intuit Inc.
+0.61%
+$9,647.54 
NLR VanEck Uranium and Nuclear ETF
+0.58%
+$914.4 
MA Mastercard Incorporated
+0.56%
+$19,051.55 
SLV iShares Silver Trust
+0.47%
+$1,921.92 
MKL Markel Group Inc.
+0.47%
+$3,673.48 
DUK Duke Energy Corporation
+0.47%
+$1,849.77 
TXN Texas Instruments Inc
+0.44%
+$4,098.75 
META Meta Platforms Inc Class A
+0.42%
+$15,196.64 
MDT Medtronic plc
+0.4%
+$2,487.63 
MMT MFS Multimarket Income Trust
+0.34%
+$411.64 
RTX RTX Corporation
+0.33%
+$6,053.12 
MLPX Global X MLP & Energy Infrastructure ETF
+0.33%
+$5,506.75 
BAI iShares A.I. Innovation and Tech Active ETF
+0.3%
+$2,414.1 
SPMO Invesco S&P 500 Momentum ETF
+0.3%
+$1,580.25 
CASY Casey's General Stores Inc.
+0.29%
+$1,859.91 
PWR Quanta Services Inc.
+0.29%
+$6,593.4 
SMH VanEck Semiconductor ETF
+0.26%
+$1,797.24 
MTUM iShares MSCI USA Momentum Factor ETF
+0.24%
+$678.96 
IHI iShares U.S. Medical Devices ETF
+0.23%
+$1,257.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.22%
+$4,038.9 
CME CME Group Inc.
+0.22%
+$1,600.12 
IBM International Business Machines Corporation
+0.22%
+$764.69 
LAES Sealsq Corp
+0.2%
+$78.75 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.19%
+$3,775.2 
IEMG iShares Core MSCI Emerging Markets ETF
+0.18%
+$1,173.48 
DNN Denison Mines Corp.
+0.18%
+$62.5 
QQQ Invesco QQQ Trust, Series 1
+0.15%
+$376.64 
QQQM Invesco NASDAQ 100 ETF
+0.14%
+$673.53 
APD Air Products and Chemicals, Inc.
+0.11%
+$479.81 
VUG Vanguard Growth ETF
+0.07%
+$164.01 
BLCR iShares Large Cap Core ACT ETF
+0.04%
+$207.78 
UTG Reaves Utility Income Fund
+0.04%
+$125.89 
MGK Vanguard Mega Cap Growth ETF
+0.02%
+$141.5 
TMFC Motley Fool 100 Index ETF
+0.02%
+$46.41 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.02%
+$93.18 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$171.47 
USFR WisdomTree Floating Rate Treasury Fund
+0.01%
+$123.31 
TRGP Targa Resources Corp.
0%
+$10 
ETN Eaton Corporation plc
0%
+$91.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
SIDU Sidus Space Inc.
-6.15%
-$1,380 
BZAI Blaize Holdings Inc.
-4.7%
-$850 
GWH Ess Tech Inc.
-4.69%
-$647.65 
ORCL Oracle Corporation
-3.39%
-$10,524.52 
BX Blackstone Inc.
-3.17%
-$8,606.82 
ALB Albemarle Corporation
-3.05%
-$7,113.44 
EOSE Eos Energy Enterprises Inc.
-3.03%
-$1,268.75 
TSLA Tesla, Inc.
-2.93%
-$27,154.27 
WY Weyerhaeuser Company
-2.86%
-$7,970.2 
LQDA Liquidia Corporation
-2.54%
-$15,225 
DE Deere & Company
-2.43%
-$17,814.34 
LOW Lowe's Companies Inc.
-2.38%
-$4,900.48 
MS Morgan Stanley
-2.3%
-$26,343.85 
MRK Merck & Co., Inc.
-2.23%
-$15,486.52 
LLY Eli Lilly and Company
-2.23%
-$124,508.75 
NFLX Netflix, Inc.
-2.16%
-$4,936.37 
PFG Principal Financial Group, Inc.
-2.16%
-$5,938.44 
GWW W.W. Grainger, Inc.
-2.04%
-$62,529.11 
HD The Home Depot, Inc.
-1.92%
-$27,120.66 
UNP Union Pacific Corporation
-1.81%
-$12,295.92 
FSK FS KKR Capital Corp.
-1.78%
-$4,165.59 
PEP PepsiCo, Inc.
-1.74%
-$9,243.92 
RXRX Recursion Pharmaceuticals, Inc.
-1.7%
-$2,210 
AAPL Apple Inc.
-1.65%
-$242,785.72 
WELD Tema U.S. Manufacturing & Reshoring ETF
-1.62%
-$5,354.01 
PLUG Plug Power Inc.
-1.61%
-$437.5 
WMT Walmart Inc.
-1.59%
-$50,990.94 
JNJ Johnson & Johnson
-1.48%
-$73,678.2 
XBI SPDR S&P Biotech ETF
-1.48%
-$15,401.4 
CTAS Cintas Corporation
-1.37%
-$6,257.87 
ED Consolidated Edison, Inc.
-1.36%
-$3,938.22 
OHI Omega Healthcare Investors Inc.
-1.34%
-$4,739.15 
WTRG Essential Utilities Inc.
-1.33%
-$7,638.89 
HIW Highwoods Properties, Inc.
-1.32%
-$8,427.32 
PFE Pfizer Inc.
-1.26%
-$16,091.5 
BAC Bank of America Corporation
-1.26%
-$3,860.78 
PANW Palo Alto Networks, Inc.
-1.25%
-$11,395.62 
SHEL Shell plc
-1.25%
-$5,451.09 
NEE NextEra Energy, Inc.
-1.23%
-$18,195.22 
UTHR United Therapeutics Corporation
-1.18%
-$4,292.18 
MCK McKesson Corporation
-1.18%
-$38,645.8 
TOLL Tema Monopolies and Oligopolies ETF
-1.17%
-$5,972.24 
BMY Bristol-Myers Squibb Company
-1.15%
-$2,865.8 
RYLD Global X Russell 2000 Covered Call ETF
-1.15%
-$9,555.99 
VRTX Vertex Pharmaceuticals Incorporated
-1.14%
-$6,955.2 
IEUR iShares Core MSCI Europe ETF
-1.12%
-$2,720.9 
O Realty Income Corporation
-1.08%
-$10,623.02 
SYBT Stock Yards Bancorp Inc.
-1.06%
-$5,120.44 
TMO Thermo Fisher Scientific Inc.
-1.03%
-$4,718.28 
JPM JPMorgan Chase & Co.
-1.01%
-$55,414.92 
PG Procter & Gamble Co
-1%
-$7,654.5 
XLI Industrial Select Sector SPDR Fund
-1%
-$3,739.33 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$3,276 
EFG iShares MSCI EAFE Growth ETF
-0.89%
-$2,633.27 
RSG Republic Services, Inc.
-0.88%
-$4,510.35 
SCHY Schwab International Dividend Equity ETF
-0.88%
-$4,586.22 
VIGI Vanguard International Dividend Appreciation Index Fund
-0.87%
-$10,842.29 
SLDP Solid Power, Inc.
-0.87%
-$221 
DHR Danaher Corporation
-0.85%
-$8,162.14 
SDIV Global X SuperDividend ETF
-0.84%
-$6,904.59 
SO The Southern Company
-0.84%
-$3,778.4 
UTES Virtus Reaves Utilities ETF
-0.84%
-$6,832.66 
FXU First Trust Utilities AlphaDEX Fund
-0.84%
-$5,420.73 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.83%
-$10,582.78 
CPA Copa Holdings S.A.
-0.82%
-$2,270.02 
IEFA iShares Core MSCI EAFE ETF
-0.79%
-$2,450.24 
IJH iShares Core S&P Mid-Cap ETF
-0.78%
-$2,807.81 
BAC-PL Bank of America Corporation
-0.78%
-$5,279.95 
XLU Utilities Select Sector SPDR Fund
-0.76%
-$3,132.6 
COST Costco Wholesale Corporation
-0.74%
-$9,625.42 
VIG Vanguard Dividend Appreciation ETF
-0.74%
-$39,311.36 
EFV iShares MSCI EAFE Value ETF
-0.74%
-$5,862.06 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.73%
-$7,058.16 
COF Capital One Financial Corporation
-0.73%
-$2,477.89 
MOO VanEck Agribusiness ETF
-0.71%
-$3,171.84 
DON WisdomTree U.S. MidCap Dividend Fund
-0.7%
-$10,988 
GNR SPDR S&P Global Natural Resources ETF
-0.68%
-$7,393.1 
TT Trane Technologies plc
-0.67%
-$2,522.78 
ABBV AbbVie Inc.
-0.66%
-$6,609.55 
CSCO Cisco Systems, Inc.
-0.65%
-$9,814.12 
IVE ISHARES S&P 500 VALUE ETF
-0.65%
-$10,567.08 
HOOD Robinhood Markets, Inc.
-0.63%
-$4,450.95 
AMGN Amgen Inc.
-0.63%
-$8,240.94 
LAND Gladstone Land Corporation
-0.63%
-$1,330.56 
PM Philip Morris International Inc.
-0.62%
-$1,842 
MGV Vanguard Mega Cap Value ETF
-0.61%
-$1,385.04 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.61%
-$4,021.01 
GLW Corning Incorporated
-0.61%
-$3,535.34 
TLH iShares 10-20 Year Treasury Bond ETF
-0.61%
-$2,542.38 
SCHV Schwab U.S. Large-Cap Value ETF
-0.61%
-$2,013.92 
APH Amphenol Corporation
-0.6%
-$7,531.16 
SCHM Schwab U.S. Mid-Cap ETF
-0.6%
-$2,679.6 
MSI Motorola Solutions, Inc.
-0.59%
-$4,012.36 
IJR iShares Core S&P Small-Cap ETF
-0.58%
-$9,746.1 
XLF Financial Select Sector SPDR Fund
-0.58%
-$2,258.1 
UBER Uber Technologies, Inc.
-0.57%
-$4,948.7 
TPL Texas Pacific Land Corporation
-0.56%
-$18,813.6 
BOTZ Global X Robotics & Artificial Intelligence ETF
-0.55%
-$4,026.1 
MTB M&T Bank Corporation
-0.55%
-$2,350.08 
SPGI S&P Global Inc.
-0.55%
-$9,434.1 
CORO Ishares International Country Rotational Active ETF
-0.54%
-$3,083.89 
IWD iShares Russell 1000 Value ETF
-0.54%
-$21,315.91 
MCD McDonald's Corporation
-0.53%
-$1,776.07 
VYM Vanguard High Dividend Yield ETF
-0.53%
-$2,313.61 
IWR iShares Russell Mid-Cap ETF
-0.53%
-$2,715.15 
PDI Pimco Dynamic Income Fund
-0.52%
-$3,774.76 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.51%
-$3,058.08 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.51%
-$1,609.9 
KTOS Kratos Defense & Security Solutions, Inc.
-0.5%
-$958.64 
IWM iShares Russell 2000 ETF
-0.5%
-$4,812.13 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.48%
-$9,265.11 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.47%
-$2,558.15 
QUAL iShares MSCI USA Quality Factor ETF
-0.47%
-$3,890.32 
TGT Target Corporation
-0.44%
-$1,102.27 
CRWD CrowdStrike Holdings, Inc.
-0.43%
-$2,537.58 
TAIL Cambria Tail Risk ETF
-0.42%
-$472.23 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.4%
-$1,389.83 
COWZ Pacer US Cash Cows 100 ETF
-0.37%
-$3,865.44 
SPHQ Invesco S&P 500 Quality ETF
-0.37%
-$8,285.99 
PHYS Sprott Physical Gold Trust
-0.35%
-$1,050 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.33%
-$2,459.93 
GOVT iShares U.S. Treasury Bond ETF
-0.31%
-$2,117.71 
VZ Verizon Communications Inc.
-0.3%
-$2,547.35 
ADP Automatic Data Processing Inc.
-0.29%
-$4,716.49 
LIN Linde plc
-0.29%
-$1,287.6 
ARLP Alliance Resource Partners, L.P.
-0.29%
-$700 
LSGR Natixis Loomis Sayles Focused Growth ETF
-0.28%
-$1,050.48 
GLD SPDR Gold Shares
-0.28%
-$613.88 
SCHX Schwab U.S. Large-Cap ETF
-0.27%
-$2,162.16 
SYK Stryker Corporation
-0.27%
-$7,280.95 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.27%
-$1,596.42 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.27%
-$1,954.45 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.27%
-$1,468.88 
WM Waste Management, Inc.
-0.26%
-$1,258.11 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,235.22 
IUSB iShares Core Universal USD Bond ETF
-0.25%
-$4,157.02 
MBB iShares MBS ETF
-0.25%
-$2,104.43 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$2,623.87 
SGOL abrdn Physical Gold Shares ETF
-0.25%
-$2,445.39 
FXE Invesco CurrencyShares Euro Trust
-0.25%
-$6,202.82 
SPY SPDR S&P 500 ETF Trust
-0.23%
-$13,730.66 
QTUM Defiance Quantum ETF
-0.23%
-$976.14 
VOO Vanguard S&P 500 ETF
-0.23%
-$932.58 
MO Altria Group, Inc.
-0.23%
-$3,623.21 
IWB iShares Russell 1000 ETF
-0.23%
-$573.16 
BDYN iShares Dynamic Equity Active ETF
-0.22%
-$1,195.38 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.22%
-$4,821.25 
NUKZ Range Nuclear Renaissance ETF
-0.22%
-$1,307.34 
IVV iShares Core S&P 500 ETF
-0.21%
-$6,006.25 
MGC Vanguard Mega Cap ETF
-0.21%
-$545.23 
ISHG iShares 3 Year International Treasury Bond ETF
-0.2%
-$613.14 
BDVL iShares Disciplined Volatility Equity Active ETF
-0.19%
-$997.6 
NVDA NVIDIA Corporation
-0.19%
-$27,232.61 
LMT Lockheed Martin Corporation
-0.19%
-$723.62 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.19%
-$3,208.75 
PYLD PIMCO Multisector Bond Active ETF
-0.17%
-$1,847.07 
PFF iShares Preferred and Income Securities ETF
-0.17%
-$1,329.35 
SPYI NEOS S&P 500 High Income ETF
-0.15%
-$1,323.2 
SHLD Global X Defense Tech ETF
-0.15%
-$376.38 
SPYH Neos S&P 500 Hedged Equity Income ETF
-0.15%
-$333.39 
THRO iShares U.S. Thematic Rotation Active ETF
-0.13%
-$877.97 
CEF Sprott Physical Gold and Silver Trust
-0.13%
-$354 
IPWR Ideal Power Inc.
-0.12%
-$100.2 
MOAT VanEck Morningstar Wide Moat Fund
-0.12%
-$783.9 
BINC iShares Flexible Income Active ETF
-0.12%
-$677.22 
SPEM SPDR Portfolio Emerging Markets ETF
-0.11%
-$591.25 
VOT Vanguard Mid-Cap Growth ETF
-0.11%
-$723.54 
BRK-B Berkshire Hathaway Inc.
-0.1%
-$7,034.06 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$456.8 
EVG Eaton Vance Short Duration Diversified Income Fund
-0.07%
-$98.16 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
-0.07%
-$267.54 
CB Chubb Limited
-0.06%
-$614.92 
CVS CVS Health Corporation
-0.06%
-$212.88 
JPIE JPMorgan Income ETF
-0.05%
-$378.7 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.04%
-$145.83 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.04%
-$353.61 
KO The Coca-Cola Company
-0.04%
-$110.36 
AVEM Avantis Emerging Markets Equity ETF
-0.03%
-$155.37 
HON Honeywell International Inc.
-0.03%
-$58.74 
PREF Principal Spectrum Preferred Securities Active ETF
-0.03%
-$122.2 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.01%
-$150.01 
CLIP Global X 1-3 Month T-Bill ETF
-0.01%
-$55.29 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 4406 | Longs Won 2822/4406 64% | Profit Factor 9.34 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $145,622.82 |
| Average Win $39,525.32 | Best Trade (Jul 19) $6.3M | Sharpe Ratio -9.68 |
| Average Loss -$7,537.6 | Worst Trade (Jul 24) -$824,546.1 | Z-Score -2.37 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 4d | Expectancy $22,605.74 |
| 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 | 40,000 | 36,000 | 32,000 | 28,000 | 24,000 | 20,000 | 16,000 | 12,000 | 8,000 | 4,000 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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: iShares Core S&P 500 ETF - $1.77M, Microsoft Corp - $1.54M, Apple Inc - $1.45M, JPMorgan Chase & Co - $1.41M, and SPDR S&P 500 ETF Trust - $1.25M. 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: Crown Castle Inc - $288,843.73, UnitedHealth Group Incorporated - $284,357.58, Rapid7 Inc - $173,837.8, Crispr Therapeutics AG - $105,632.22, and Baxter International Inc - $103,216.04. 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 $14.32M earned over time. The largest contributors to dividend income include JPMorgan Nasdaq Equity Premium Income ETF - $433,413.9, JPMorgan Chase & Co - $396,914.3, Chevron Corporation - $373,557.4, Microsoft Corp - $313,631.92, and ConocoPhillips - $297,167.93. 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.
