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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 $162,865,944
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 22,895 $8,609,436 5.28%
2.
Apple Inc.
 AAPL 40,685 $7,833,114 4.8%
3.
Ishares Trust
 IEF 8,059 $3,849,363 2.36%
4.
Jpmorgan Chase & Co
 JPM 21,009 $3,573,631 2.19%
5.
Berkshire Hathaway Inc
 BRK.A 8,949 $3,191,751 1.95%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)