Resurgent-Financial-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HOOD",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "PBT",
  "APD",
  null,
  "ALL",
  "GOOGL",
  "ASML",
  "T",
  "BLK",
  "AVGO",
  "LOW",
  "COF",
  "DUK",
  null,
  "WTRG",
  "EOG",
  null,
  null,
  "HD",
  "MCD",
  null,
  "UNP",
  "SYBT",
  "ISRG",
  null,
  null,
  "EMXC",
  null,
  "META",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "KMI",
  "IWS",
  "LIN",
  "MPC",
  "PWR",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  "DLN",
  "IJR",
  "EFG",
  "KKR",
  "IWD",
  "ORCL",
  "NOC",
  null,
  null,
  null,
  "PEP",
  "IEMG",
  "IVV",
  "PBR",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  null,
  "VZ",
  "AMGN",
  null,
  null,
  "IEFA",
  "SCHX",
  null,
  null,
  "SPG",
  "SPDW",
  "GLD",
  null,
  null,
  "AMT",
  "RSG",
  "SPLG",
  "SNPS",
  "TXN",
  "TMO",
  "TJX",
  "VOE",
  null,
  "VIG",
  "TRGP",
  "XLB",
  null,
  null,
  "VYM",
  null,
  "VRTX",
  "TT",
  "WM",
  "SGOL",
  "VIGI",
  "AMZN",
  "MSI",
  null,
  "IVE",
  "PFG",
  null,
  null,
  null,
  "TPL",
  "CEF",
  null,
  "MGK",
  "VBR",
  "VOT",
  "VB",
  "VOO",
  "V",
  "WMT",
  "WMB",
  null,
  null,
  "MTB",
  "SCHD",
  "SCHG",
  null,
  "HIW",
  "MKL",
  "CRM",
  null,
  null,
  null,
  null,
  "ARLP",
  null,
  null,
  "BAC",
  "BRK-B",
  null,
  "BMY",
  "CVX",
  "CB",
  "CTAS",
  "CSCO",
  "CME",
  "CMCSA",
  "CL",
  "COP",
  "COST",
  "GLW",
  "DHR",
  "DE",
  "MCO",
  "NEE",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-05
Total Holdings: 181
Total Value: 166523610
Accession Number: 0001085146-25-002603
Form Type: 13F-HR
CIK: resurgent-financial-advisors
Manager Name: Resurgent-Financial-Advisors

Data Enrichment

74% identified

134 identified47 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

181 positions • $166.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Eaton Corp plc

ETN|G29183103

Shares:6.1K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$166.5M)

CHEVRON CORP

CVX|166764100

Shares:9.9K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$166.5M)

46432F339

QUAL|46432F339

Shares:9.6K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$166.5M)

VISA INC.

V|92826C839

Shares:4.5K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$166.5M)

46438F101

Shares:33.6K

Value:$1.6M

% of Portfolio:0.9% ($1.6M/$166.5M)

78464A854

SPLG|78464A854

Shares:23.1K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$166.5M)

97717W505

Shares:29.6K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$166.5M)

46654Q203

Shares:28.1K

Value:$1.5M

% of Portfolio:0.9% ($1.5M/$166.5M)

464287309

IVW|464287309

Shares:15.3K

Value:$1.4M

% of Portfolio:0.9% ($1.4M/$166.5M)

MORGAN STANLEY

MS|617446448

Shares:11.9K

Value:$1.4M

% of Portfolio:0.8% ($1.4M/$166.5M)

464287804

IJR|464287804

Shares:12.5K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$166.5M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:1.3K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$166.5M)

QUANTA SERVICES, INC.

PWR|74762E102

Shares:4.7K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$166.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:16.9K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$166.5M)

DANAHER CORP /DE/

DHR|235851102

Shares:5.7K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$166.5M)

37954Y293

Shares:17.4K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$166.5M)

AMGEN INC

AMGN|031162100

Shares:3.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$166.5M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:2.2K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$166.5M)

CME GROUP INC.

CME|12572Q105

Shares:4.0K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$166.5M)

09290C103

Shares:21.6K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$166.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Eaton Corp plc(ETNcusipG29183103)	6.1K	QoQ -9.40% (-638) YoY -20.35% (-1.6K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$166.5M)	QoQ -25.79% (-$580.8K) YoY -30.76% (-$742.3K)
CHEVRON CORP(CVXcusip166764100)	9.9K	QoQ -2.73% (-278) YoY -40.28% (-6.7K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$166.5M)	QoQ +12.34% (-$181.8K) YoY -36.67% (-$958.2K)
(QUALcusip46432F339)	9.6K	QoQ +8.95% (+785) YoY +86.21% (+4.4K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$166.5M)	QoQ +4.55% (+$71.1K) YoY +93.62% (+$789.4K)
VISA INC.(Vcusip92826C839)	4.5K	QoQ +0.59% (+27) YoY -23.84% (-1.4K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$166.5M)	QoQ +11.55% (+$164.4K) YoY -4.37% (-$72.7K)
(cusip46438F101)✕	33.6K	QoQ -0.72% (-246) YoY +63.23% (+13.0K)	All Managers (Combined)	$1.6M	0.9% ($1.6M/$166.5M)	QoQ -12.40% (-$222.9K) YoY +88.81% (+$740.6K)
(SPLGcusip78464A854)	23.1K	QoQ -9.02% (-2.3K) YoY -31.96% (-10.9K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$166.5M)	QoQ -13.22% (-$231.9K) YoY -27.28% (-$571.0K)
(cusip97717W505)✕	29.6K	QoQ +0.90% (-266) YoY -43.35% (-22.6K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$166.5M)	QoQ -1.96% (-$29.3K) YoY -42.48% (-$1.1M)
(cusip46654Q203)✕	28.1K	QoQ -0.87% (-248) YoY +30.78% (+6.6K)	All Managers (Combined)	$1.5M	0.9% ($1.5M/$166.5M)	QoQ -8.96% (-$143.2K) YoY +24.85% (+$289.5K)
(IVWcusip464287309)	15.3K	QoQ +2.07% (-312) YoY +116.81% (+8.3K)	All Managers (Combined)	$1.4M	0.9% ($1.4M/$166.5M)	QoQ -6.66% (-$101.7K) YoY +138.36% (+$826.0K)
MORGAN STANLEY(MScusip617446448)	11.9K	QoQ +55.53% (+4.3K) YoY +66.62% (+4.8K)	All Managers (Combined)	$1.4M	0.8% ($1.4M/$166.5M)	QoQ +44.34% (+$426.7K) YoY +106.45% (+$716.2K)
(IJRcusip464287804)	12.5K	QoQ +0.78% (-98) YoY -31.20% (-5.7K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$166.5M)	QoQ -8.52% (-$122.2K) YoY -34.91% (-$702.8K)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	1.3K	QoQ 0.00% (+0) YoY -2.69% (-37)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$166.5M)	QoQ +3.22% (+$39.4K) YoY +25.62% (-$257.4K)
QUANTA SERVICES, INC.(PWRcusip74762E102)	4.7K	QoQ +3.17% (-145) YoY -1.68% (-81)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$166.5M)	QoQ -17.02% (-$245.8K) YoY -3.81% (-$47.5K)
NEXTERA ENERGY INC(NEEcusip65339F101)	16.9K	QoQ +7.66% (+1.2K) YoY +16.51% (+2.4K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$166.5M)	QoQ +6.46% (+$72.7K) YoY +29.24% (+$270.8K)
DANAHER CORP /DE/(DHRcusip235851102)	5.7K	QoQ +4.81% (-264) YoY +36.38% (+1.5K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$166.5M)	QoQ -6.39% (-$80.5K) YoY +11.96% (+$125.9K)
(cusip37954Y293)✕	17.4K	QoQ -0.10% (-18) YoY +48.42% (+5.7K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$166.5M)	QoQ +5.25% (-$55.6K) YoY +93.32% (+$536.9K)
AMGEN INC(AMGNcusip031162100)	3.6K	QoQ -2.30% (-84) YoY -11.12% (-446)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$166.5M)	QoQ +16.80% (-$159.8K) YoY -2.60% (-$29.7K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	2.2K	QoQ +8.62% (+177) YoY NEW(+2.2K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$166.5M)	QoQ +3.06% (+$32.9K) YoY NEW(+$1.1M)
CME GROUP INC.(CMEcusip12572Q105)	4.0K	QoQ +0.35% (+14) YoY -3.05% (-126)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$166.5M)	QoQ +14.63% (+$135.3K) YoY +19.45% (-$172.6K)
(cusip09290C103)✕	21.6K	QoQ +2.49% (-526) YoY +157.98% (+13.2K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$166.5M)	QoQ -2.48% (-$26.8K) YoY +183.31% (+$680.5K)