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Home > Institutional Investor > Resurgent Financial Advisors Llc > Profile

Instuitional Investor - Resurgent Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Resurgent Financial Advisors Llc
Portfolio Value $166,523,610
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 37,953 $8,430,525 5.06%
2.
Microsoft Corp
 MSFT 21,955 $8,241,778 4.95%
3.
Berkshire Hathaway Inc
 BRK.A 11,584 $6,169,407 3.7%
4.
Jpmorgan Chase & Co
 JPM 19,522 $4,788,691 2.88%
5.
Spdr S & P 500 Etf Trust
 SPY 7,630 $4,268,210 2.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)