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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 $169,946,387
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 38,551 $9,653,968 5.68%
2.
Microsoft Corp
 MSFT 21,820 $9,197,322 5.41%
3.
Berkshire Hathaway Inc
 BRK.A 11,521 $5,222,239 3.07%
4.
Jpmorgan Chase & Co
 JPM 19,918 $4,774,630 2.8%
5.
Nvidia Corp
 NVDA 34,112 $4,580,964 2.69%
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)