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

181 positions • $166.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 10

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46434V407

Shares:24.2K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$166.5M)

464287408

Shares:5.4K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$166.5M)

464288588

Shares:10.8K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$166.5M)

922908611

Shares:5.4K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$166.5M)

921946810

Shares:12.1K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$166.5M)

Marathon Petroleum Corp

Shares:6.6K

Value:$956.3K

% of Portfolio:0.6% ($956.3K/$166.5M)

abrdn Gold ETF Trust

Shares:31.7K

Value:$945.0K

% of Portfolio:0.6% ($945.0K/$166.5M)

NETFLIX INC

Shares:1.0K

Value:$941.9K

% of Portfolio:0.6% ($941.9K/$166.5M)

97717Y527

Shares:18.2K

Value:$914.4K

% of Portfolio:0.5% ($914.4K/$166.5M)

Meta Platforms, Inc.

Shares:1.5K

Value:$891.1K

% of Portfolio:0.5% ($891.1K/$166.5M)

Mastercard Inc

Shares:1.6K

Value:$886.9K

% of Portfolio:0.5% ($886.9K/$166.5M)

69374H881

Shares:16.1K

Value:$879.9K

% of Portfolio:0.5% ($879.9K/$166.5M)

Broadcom Inc.

Shares:5.2K

Value:$865.6K

% of Portfolio:0.5% ($865.6K/$166.5M)

922908769

Shares:3.1K

Value:$840.4K

% of Portfolio:0.5% ($840.4K/$166.5M)

PROCTER & GAMBLE Co

Shares:4.9K

Value:$833.2K

% of Portfolio:0.5% ($833.2K/$166.5M)

ALTRIA GROUP, INC.

Shares:13.9K

Value:$832.6K

% of Portfolio:0.5% ($832.6K/$166.5M)

464288877

Shares:14.1K

Value:$830.1K

% of Portfolio:0.5% ($830.1K/$166.5M)

MOODYS CORP /DE/

Shares:1.8K

Value:$821.9K

% of Portfolio:0.5% ($821.9K/$166.5M)

Merck & Co., Inc.

Shares:9.1K

Value:$814.7K

% of Portfolio:0.5% ($814.7K/$166.5M)

Motorola Solutions, Inc.

Shares:1.9K

Value:$814.4K

% of Portfolio:0.5% ($814.4K/$166.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V407)✕	24.2K	QoQ +8.43% (+1.9K) YoY +27.87% (+5.3K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$166.5M)	QoQ +8.20% (+$78.1K) YoY +27.78% (+$224.0K)
(IVEcusip464287408)	5.4K	QoQ +38.74% (+1.5K) YoY +18.82% (+856)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$166.5M)	QoQ +38.52% (+$286.4K) YoY +21.21% (+$180.3K)
(cusip464288588)✕	10.8K	QoQ -10.20% (-1.2K) YoY +56.57% (+3.9K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$166.5M)	QoQ -8.14% (-$89.5K) YoY +58.87% (+$374.2K)
(VBRcusip922908611)	5.4K	QoQ +8.32% (+415) YoY -43.04% (-4.1K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$166.5M)	QoQ +1.83% (+$18.2K) YoY -44.70% (-$812.9K)
(VIGIcusip921946810)	12.1K	QoQ +1.76% (+210) YoY -31.50% (-5.6K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$166.5M)	QoQ +5.51% (+$52.4K) YoY -30.32% (-$436.2K)
Marathon Petroleum Corp(MPCcusip56585A102)	6.6K	QoQ -25.08% (-2.2K) YoY -34.05% (-3.4K)	All Managers (Combined)	$956.3K	0.6% ($956.3K/$166.5M)	QoQ -21.76% (-$266.0K) YoY -52.31% (-$1.0M)
abrdn Gold ETF Trust(SGOLcusip00326A104)	31.7K	QoQ +0.34% (+109) YoY +5.45% (+1.6K)	All Managers (Combined)	$945.0K	0.6% ($945.0K/$166.5M)	QoQ +19.45% (+$153.9K) YoY +48.04% (+$306.7K)
NETFLIX INC(NFLXcusip64110L106)	1.0K	QoQ +234.43% (+708) YoY NEW(+1.0K)	All Managers (Combined)	$941.9K	0.6% ($941.9K/$166.5M)	QoQ +249.89% (+$672.7K) YoY NEW(+$941.9K)
(cusip97717Y527)✕	18.2K	QoQ +38.06% (+5.0K) YoY NEW(+18.2K)	All Managers (Combined)	$914.4K	0.5% ($914.4K/$166.5M)	QoQ +38.09% (+$252.3K) YoY NEW(+$914.4K)
Meta Platforms, Inc.(METAcusip30303M102)	1.5K	QoQ +11.30% (+157) YoY +269.85% (+1.1K)	All Managers (Combined)	$891.1K	0.5% ($891.1K/$166.5M)	QoQ +9.56% (+$77.8K) YoY +339.04% (+$688.2K)
Mastercard Inc(MAcusip57636Q104)	1.6K	QoQ +0.18% (+3) YoY +0.80% (+13)	All Managers (Combined)	$886.9K	0.5% ($886.9K/$166.5M)	QoQ +4.28% (+$36.5K) YoY +14.74% (+$114.0K)
(cusip69374H881)✕	16.1K	QoQ -1.19% (-194) YoY +12.51% (+1.8K)	All Managers (Combined)	$879.9K	0.5% ($879.9K/$166.5M)	QoQ -4.20% (-$38.6K) YoY +6.02% (+$50.0K)
Broadcom Inc.(AVGOcusip11135F101)	5.2K	QoQ +3.71% (-185) YoY +905.83% (+4.7K)	All Managers (Combined)	$865.6K	0.5% ($865.6K/$166.5M)	QoQ -25.10% (-$290.2K) YoY +27.05% (+$184.3K)
(VTIcusip922908769)	3.1K	QoQ +1.02% (-31) YoY -4.13% (-132)	All Managers (Combined)	$840.4K	0.5% ($840.4K/$166.5M)	QoQ -4.19% (-$36.8K) YoY +1.38% (-$11.4K)
PROCTER & GAMBLE Co(PGcusip742718109)	4.9K	QoQ +0.18% (+9) YoY -4.39% (-225)	All Managers (Combined)	$833.2K	0.5% ($833.2K/$166.5M)	QoQ +1.83% (+$15.1K) YoY +0.41% (-$3.4K)
ALTRIA GROUP, INC.(MOcusip02209S103)	13.9K	QoQ -0.85% (-120) YoY -2.05% (-291)	All Managers (Combined)	$832.6K	0.5% ($832.6K/$166.5M)	QoQ +13.79% (-$101.0K) YoY +34.77% (-$214.8K)
(cusip464288877)✕	14.1K	QoQ -22.51% (-4.1K) YoY +5.45% (+729)	All Managers (Combined)	$830.1K	0.5% ($830.1K/$166.5M)	QoQ -12.95% (-$123.6K) YoY +14.25% (+$103.6K)
MOODYS CORP /DE/(MCOcusip615369105)	1.8K	QoQ -0.95% (-17) YoY +53.87% (+618)	All Managers (Combined)	$821.9K	0.5% ($821.9K/$166.5M)	QoQ -2.56% (-$21.6K) YoY +82.32% (+$371.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	9.1K	QoQ -7.26% (-711) YoY -30.04% (-3.9K)	All Managers (Combined)	$814.7K	0.5% ($814.7K/$166.5M)	QoQ -16.32% (-$158.9K) YoY -52.41% (-$897.3K)
Motorola Solutions, Inc.(MSIcusip620076307)	1.9K	QoQ -18.77% (-430) YoY -23.70% (-578)	All Managers (Combined)	$814.4K	0.5% ($814.4K/$166.5M)	QoQ -23.05% (-$244.1K) YoY -5.89% (-$51.0K)