Resurgent Financial Advisors LLC

CIK 1912339 · Lihat di SEC EDGAR ↗

Nilai Portofolio
$359.5M
#4.653 dari 9.443 berdasarkan nilai 13F · top 49.3%
Posisi
316
Per tanggal
30 Juni 2026

Nilai portofolio QoQ: +29.8% 13F tidak mengungkapkan kas

Bobot 10 kepemilikan teratas
30,08%
Bobot 25 kepemilikan teratas
46,78%
Posisi di atas 1%
19
Jumlah posisi efektif
68,0

Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)

Perputaran Q2 2026: 6,28% Perkiraan pembelian $79.421.605 · penjualan $19.969.457

Kepemilikan median: 4,0 kuartal Dilacak Q4 2024–Q2 2026 · 82,9% masih dipegang

Posisi baru
76
Meningkat
158
Menurun
67
Tertutup
18

Eksposur put-notional: 0,5% put 13F melaporkan posisi opsi pada nilai notional yang mendasarinya — dapat mencakup lindung nilai, tidak selalu taruhan bearish

Di halaman ini

Rincian sektor

Technology
20,9%
Healthcare
8,2%
Industrials
7,9%
Communication Services
7,0%
Financial Services
4,8%
Retail
4,4%
Energy
4,4%
Financials
2,6%
Utilities
1,3%
Consumer Staples
1,0%
Communications
0,9%
Consumer Discretionary
0,9%
Real Estate
0,9%
Materials
0,8%
Telecommunication
0,6%
Consumer products
0,2%
Lainnya/Tidak terpetakan
33,3%

Portofolio lengkap 316 posisi

Tipe Rentetan Tren 8 kuartal
GOOGL Alphabet Inc. - Class A Common Stock $19.210.820 5,34% 53.756 $6.508.997 Naik ×2
NVDA NVIDIA Corporation - Common Stock $17.271.265 4,80% 86.317 $5.093.089 Naik ×2
AAPL Apple Inc. - Common Stock $15.957.147 4,44% 55.146 $4.794.635 Naik ×2
MSFT Microsoft Corporation - Common Stock $14.923.734 4,15% 40.008 $2.753.601 Naik ×2
BRKB $9.440.358 2,63% 18.866 $2.191.500 Naik ×2
V Visa Inc. $6.779.774 1,89% 19.761 $2.245.456 Naik ×2
LLY Eli Lilly and Company Common Stock $6.692.546 1,86% 5.580 $2.328.541 Naik ×6
AVGO Broadcom Inc. - Common Stock $6.459.420 1,80% 17.100 $2.547.069 Naik ×3
VIG $5.732.913 1,59% 24.228 $929.430 Naik ×3
JNJ Johnson & Johnson Common Stock $5.678.680 1,58% 22.360 $863.148 Naik ×3
JPM JP Morgan Chase & Co. Common Stock $5.451.770 1,52% 16.655 $699.379 Naik ×1
AMZN Amazon.com, Inc. - Common Stock $4.899.555 1,36% 20.557 $1.311.688 Naik ×2
META Meta Platforms, Inc. - Class A Common Stock $4.764.494 1,33% 8.458 $1.567.843 Naik ×2
SPY SPY $4.583.275 1,27% 6.137 $-519.154 Turun ×1
ETN Eaton Corporation, PLC Ordinary Shares $4.465.738 1,24% 10.480 $1.193.415 Naik ×2
GWW W.W. Grainger, Inc. Common Stock $4.260.293 1,18% 3.132 $1.867.506 Naik ×1
MA Mastercard Incorporated Common Stock $3.788.597 1,05% 7.377 $657.063 Naik ×2
MCK McKesson Corporation Common Stock $3.726.781 1,04% 4.932 $365.606 Naik ×1
IWD $3.619.208 1,01% 14.929 $194.641 Turun ×6
SYK Stryker Corporation Common Stock $3.520.715 0,98% 11.183 $770.665 Naik ×1
TPL Texas Pacific Land Corporation Common Stock $3.480.989 0,97% 7.954 $-334.473 Turun ×2
IVV $3.427.666 0,95% 4.577 $896.571 Naik ×2
XOM Exxon Mobil Corporation Common Stock $3.404.404 0,95% 24.901 $-485.707 Naik ×5
WMT Walmart Inc. - Common Stock $3.402.213 0,95% 30.039 $-79.741 Naik ×2
SPYM $3.265.709 0,91% 37.161 $1.323.506 Naik ×4
AMAT Applied Materials, Inc. - Common Stock $3.258.819 0,91% 4.507 Naik ×1
HD Home Depot, Inc. (The) Common Stock $3.127.016 0,87% 8.866 $1.756.884 Naik ×1
MU Micron Technology, Inc. - Common Stock $3.060.025 0,85% 2.651 $2.840.091 Naik ×1
IUSB iShares Core Universal USD Bond ETF $2.576.185 0,72% 55.822 $906.509 Naik ×3
PWR Quanta Services, Inc. Common Stock $2.544.621 0,71% 3.534 $533.561 Turun ×5
SPHQ $2.519.595 0,70% 27.964 $509.838 Naik ×4
RTX RTX Corporation Common Stock $2.447.155 0,68% 12.898 $622.791 Naik ×1
CVX Chevron Corporation Common Stock $2.366.147 0,66% 14.275 $-292.850 Naik ×3
JEPQ JPMorgan Nasdaq Equity Premium Income ETF $2.167.642 0,60% 35.269 $262.177 Naik ×1
FXE $2.145.437 0,60% 20.347 $-399.884 Turun ×1
COP ConocoPhillips Common Stock $2.126.443 0,59% 20.454 $-706.239 Turun ×3
APH Amphenol Corporation Common Stock $2.000.208 0,56% 11.344 $954.535 Naik ×1
SPGI S&P Global Inc. Common Stock $1.896.203 0,53% 4.656 $265.024 Naik ×1
DLN $1.884.915 0,52% 19.569 $123.933 Turun ×1
IVW $1.874.534 0,52% 13.630 $351.734 Naik ×1
CSCO Cisco Systems, Inc. - Common Stock $1.825.798 0,51% 15.544 $782.678 Naik ×2
DYNF $1.781.726 0,50% 26.198 $288.245 Naik ×1
NEE NextEra Energy, Inc. Common Stock $1.759.613 0,49% 20.048 $213.718 Naik ×2
ASML ASML Holding N.V. - New York Registry Shares $1.738.865 0,48% 874
MLPX $1.733.293 0,48% 23.531 $104.617 Naik ×3
AMGN Amgen Inc. - Common Stock $1.694.455 0,47% 4.679 $433.945 Naik ×3
TSM Taiwan Semiconductor Manufacturing Company Ltd. $1.664.464 0,46% 3.485 $523.883 Naik ×2
INTC Intel Corporation - Common Stock $1.643.445 0,46% 11.770 $1.127.301 Naik ×1
DE Deere & Company Common Stock $1.641.012 0,46% 2.587 $948.716 Naik ×1
MPC Marathon Petroleum Corporation Common Stock $1.608.676 0,45% 6.292 $97.690 Naik ×1
IJR $1.603.043 0,45% 10.809 $177.672 Turun ×2
AMD Advanced Micro Devices, Inc. - Common Stock $1.548.125 0,43% 2.665 $1.112.785 Naik ×1
MO Altria Group, Inc. $1.531.900 0,43% 21.291 $125.459 Turun ×1
ABBV AbbVie Inc. Common Stock $1.495.748 0,42% 5.944 $637.532 Naik ×2
GLW Corning Incorporated Common Stock $1.494.266 0,42% 5.850 $982.883 Naik ×1
DON $1.459.337 0,41% 25.820 $16.062 Turun ×4
USFR $1.425.217 0,40% 28.306 $-400.466 Turun ×2
IVE $1.377.573 0,38% 6.067 $-119.903 Turun ×2
SPMO $1.367.796 0,38% 8.467 $955.792 Naik ×3
COST Costco Wholesale Corporation - Common Stock $1.363.368 0,38% 1.457 $-11.115 Naik ×2
XBI XBI $1.356.684 0,38% 8.573 $493.863 Naik ×2
NOW ServiceNow, Inc. Common Stock $1.288.754 0,36% 12.981 $120.199 Naik ×1
PFE Pfizer, Inc. Common Stock $1.265.622 0,35% 52.559 $-166.098 Naik ×4
VIGI Vanguard International Dividend Appreciation ETF $1.226.835 0,34% 13.138 $71.277 Naik ×4
SHYG $1.226.139 0,34% 28.912 $-43.299 Turun ×2
VBR $1.190.997 0,33% 4.901 $52.729 Turun ×2
MS Morgan Stanley Common Stock $1.142.404 0,32% 5.465 $266.562 Naik ×1
SCHX $1.139.683 0,32% 38.725 $446.717 Naik ×2
PYLD $1.135.533 0,32% 42.818 $60.128 Naik ×5
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock $1.116.474 0,31% 1.463 $829.913 Naik ×2
CB Chubb Limited Common Stock $1.097.198 0,31% 3.220 $206.431 Naik ×2
IWM $1.064.494 0,30% 3.543 $247.086 Naik ×2
GNR $1.061.142 0,30% 15.765 $-113.417 Naik ×1
SO Southern Company (The) Common Stock $1.051.950 0,29% 10.991 $596.072 Naik ×1
VTI $1.045.941 0,29% 2.827 $130.870 Turun ×5
TSLA Tesla, Inc. - Common Stock $1.035.517 0,29% 2.462 $131.793 Naik ×1
GEV GE Vernova Inc. Common Stock $1.019.314 0,28% 868 $606.848 Naik ×1
UBER Uber Technologies, Inc. Common Stock $1.010.817 0,28% 14.008 $142.622 Naik ×1
IALT iShares Systematic Alternatives Active ETF $985.088 0,27% 35.119 Naik ×1
SGOL $980.141 0,27% 25.638 $-168.422 Turun ×2
XLE XLE $977.137 0,27% 18.398 $-77.111 Naik ×3
PLTR Palantir Technologies Inc. - Class A Common Stock $969.528 0,27% 8.310 $570.184 Naik ×3
MGK $964.636 0,27% 10.973 $444.708 Naik ×1
QQQ Invesco QQQ Trust, Series 1 $957.320 0,27% 1.300 Opsi jual $-370.194 Turun ×1
SPDW $953.379 0,27% 18.920 $58.365 Turun ×2
O Realty Income Corporation Common Stock $948.546 0,26% 15.309 $33.171 Naik ×3
MRK Merck & Company, Inc. Common Stock (new) $942.035 0,26% 7.331 $286.092 Naik ×2
PANW Palo Alto Networks, Inc. - Common Stock $923.141 0,26% 2.707 $516.249 Naik ×2
SPYI $917.289 0,26% 17.278 $100.709 Naik ×3
TXN Texas Instruments Incorporated - Common Stock $901.960 0,25% 3.026 $270.423 Turun ×1
MBB iShares MBS ETF $895.199 0,25% 9.471 $44.922 Naik ×1
RYLD $882.264 0,25% 55.176 $110.037 Naik ×3
TJX TJX Companies, Inc. (The) Common Stock $882.033 0,25% 5.822 $-16.280 Naik ×2
KO Coca-Cola Company (The) Common Stock $877.642 0,24% 10.799 $637.830 Naik ×2
VZ Verizon Communications Inc. Common Stock $875.737 0,24% 20.683 $-107.924 Naik ×5
UTES $875.190 0,24% 10.707 $60.370 Naik ×3
SDIV $863.612 0,24% 35.336 $33.088 Naik ×3
PFF iShares Preferred and Income Securities ETF $848.811 0,24% 27.839 $42.693 Naik ×3
PG Procter & Gamble Company (The) Common Stock $836.396 0,23% 5.704 $99.319 Naik ×3
SCHZ $826.065 0,23% 35.714 $64.472 Naik ×2

Kepemilikan dengan keyakinan

Posisi meningkat selama 3+ kuartal berturut-turut.

Jumlah saham dilaporkan dalam pengajuan 13F (tidak disesuaikan split)

Sekuritas Nilai % dari portofolio Rentetan
LLY $6.692.546 1,86% naik ×6
AVGO $6.459.420 1,80% naik ×3
VIG $5.732.913 1,59% naik ×3
JNJ $5.678.680 1,58% naik ×3
XOM $3.404.404 0,95% naik ×5
SPYM $3.265.709 0,91% naik ×4
IUSB $2.576.185 0,72% naik ×3
SPHQ $2.519.595 0,70% naik ×4
CVX $2.366.147 0,66% naik ×3
MLPX $1.733.293 0,48% naik ×3
AMGN $1.694.455 0,47% naik ×3
SPMO $1.367.796 0,38% naik ×3
PFE $1.265.622 0,35% naik ×4
VIGI $1.226.835 0,34% naik ×4
PYLD $1.135.533 0,32% naik ×5

Taruhan baru terbesar

Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.

Sekuritas Nilai Saham % dari portofolio
AMAT $3.258.819 4.507 0,91%
ASML $1.738.865 874 0,48%
IALT $985.088 35.119 0,27%
FCX $793.169 12.612 0,22%
BKNG $725.259 4.069 0,20%
GE $700.720 1.875 0,19%
CLS $608.486 1.668 0,17%
RJF $606.904 3.992 0,17%
RBC $577.722 897 0,16%
CIBR $557.965 6.210 0,16%
BAND $530.517 8.381 0,15%
MELI $512.612 302 0,14%
C $485.661 3.470 0,14%
AIRR $485.163 3.641 0,13%
ACN $484.818 3.896 0,13%

Penggerak teratas (QoQ)

Sekuritas Aksi Saham Δ Nilai Δ
GOOGL Beli lebih banyak +10K +$6.5M
NVDA Beli lebih banyak +16K +$5.1M
AAPL Beli lebih banyak +11K +$4.8M
MSFT Beli lebih banyak +7K +$2.8M
AVGO Beli lebih banyak +4K +$2.5M
LLY Beli lebih banyak +835 +$2.3M
V Beli lebih banyak +5K +$2.2M
BRKB Beli lebih banyak +4K +$2.2M
GWW Beli lebih banyak +938 +$1.9M
HD Beli lebih banyak +5K +$1.8M

1 posisi disembunyikan (pemeriksaan kelengkapan data)

Posisi yang keluar

Termasuk peristiwa perusahaan (merger, delisting) — tidak semua keluar adalah penjualan

Posisi tertutup mencerminkan perubahan pelaporan 13F; bagi manajer indeks, ini sering kali mekanis (penghapusan pencatatan, M&A, penyeimbangan ulang indeks), bukan keputusan aktif.

SekuritasKuartal Saham sebelumnya Nilai sebelumnya Harga sejak keluar
INTU 30 Juni 2026 5.466 $2.363.445 38,2%
ADP 30 Juni 2026 6.417 $1.303.848 24,6%
MDLZ 31 Maret 2025 18.268 $1.091.148 -5,5%
FCX 31 Maret 2025 24.785 $943.813 103,7%
CIBR 31 Maret 2026 12.099 $864.449
BAM 31 Des. 2025 15.087 $859.054 -0,6%
XLG 31 Maret 2026 14.144 $838.456 Tidak lagi dilacak
MKL 30 Juni 2026 395 $756.058 -8,2%
EFV 30 Juni 2026 10.107 $751.455 Tidak lagi dilacak
QUAL 30 Juni 2026 3.814 $731.563 Tidak lagi dilacak
XLV 31 Des. 2025 4.978 $692.766 Tidak lagi dilacak
MCO 31 Maret 2026 1.285 $656.442 14,5%
ITOT 30 Juni 2026 4.493 $639.938 Tidak lagi dilacak
JPIB 31 Des. 2025 12.626 $619.076 Tidak lagi dilacak
VB 30 Juni 2025 2.750 $609.706 Tidak lagi dilacak
EFG 30 Sep. 2025 5.326 $596.512 Tidak lagi dilacak
ICE 31 Maret 2025 3.928 $585.311 -6,7%
SGOV 30 Sep. 2025 5.746 $578.565 -0,1%
VRTX 30 Juni 2026 1.260 $562.640 10,1%
CLIP 30 Juni 2026 5.529 $554.890 Tidak lagi dilacak
ALL 30 Sep. 2025 2.751 $553.804 19,4%
VRIG 30 Sep. 2025 21.536 $539.477
CL 30 Sep. 2025 5.752 $522.857 12,9%
MINT 30 Juni 2026 5.120 $514.918 Tidak lagi dilacak
IAGG 30 Juni 2026 10.151 $507.956 Tidak lagi dilacak
KKR 31 Maret 2026 3.908 $498.192 17,4%
AWK 31 Maret 2025 3.659 $455.509 -7,1%
IYW 30 Sep. 2025 2.606 $451.542 Tidak lagi dilacak
HON 30 Juni 2026 1.958 $442.529 -1,9%
ISRG 30 Juni 2026 957 $441.167 -6,1%
WIP 31 Des. 2025 11.200 $439.152 Tidak lagi dilacak
UNH 30 Sep. 2025 1.338 $417.416 12,2%
OEF 31 Maret 2026 1.168 $400.589 Tidak lagi dilacak
SNPS 31 Des. 2025 800 $394.712 -15,2%
BLK 30 Juni 2025 411 $389.003 10,3%
SCHD 30 Juni 2025 13.566 $379.305 Tidak lagi dilacak
TOST 30 Sep. 2025 8.203 $363.311 -2,4%
SPG 30 Juni 2025 2.114 $351.093 36,7%
GLD 30 Juni 2025 1.204 $346.921 Tidak lagi dilacak
TLT 31 Maret 2025 3.939 $343.993
AMT 30 Juni 2025 1.577 $343.155 -20,1%
FXI 31 Maret 2026 8.853 $338.981 Tidak lagi dilacak
GLDM 31 Maret 2026 3.822 $326.284 Tidak lagi dilacak
ADBE 30 Juni 2025 827 $317.179 -29,4%
UBER 31 Des. 2025 3.226 $316.051 -4,3%
NOC 30 Sep. 2025 623 $311.734 -8,2%
ASML 30 Juni 2025 468 $310.111 118,9%
XLU 30 Sep. 2025 3.611 $294.897 Tidak lagi dilacak
KTOS 30 Juni 2026 4.168 $293.886 16,7%
PAUG 30 Sep. 2025 7.246 $293.173 Tidak lagi dilacak
DGRO 30 Sep. 2025 4.528 $289.520 Tidak lagi dilacak
BMY 30 Juni 2025 4.616 $281.515 42,7%
JPST 31 Des. 2025 5.533 $280.691 Tidak lagi dilacak
EMB 31 Maret 2026 2.906 $279.790
PH 30 Sep. 2025 393 $274.499 33,5%
VOE 30 Juni 2025 1.706 $273.881 Tidak lagi dilacak
VRTX 30 Sep. 2025 607 $270.236 39,6%
AEM 31 Maret 2026 1.587 $269.044 6,8%
SNSR 30 Sep. 2025 6.907 $260.808
QQQ 31 Des. 2025 415 $249.154
CRWD 31 Maret 2025 688 $235.406 -46,9%
IEFA 31 Des. 2025 2.686 $234.515 Tidak lagi dilacak
DIS 31 Maret 2026 2.061 $234.480 11,2%
SHY 30 Sep. 2025 2.803 $232.257
EMB 30 Juni 2025 2.551 $231.095
TGT 31 Maret 2025 1.694 $228.995 55,6%
CMCSA 30 Sep. 2025 6.385 $227.881 -15,8%
IEUR 30 Juni 2026 3.220 $226.269 Tidak lagi dilacak
IWS 30 Juni 2025 1.778 $223.975 Tidak lagi dilacak
CRM 31 Maret 2026 845 $223.849 10,1%
GLDM 30 Juni 2025 3.514 $217.481 Tidak lagi dilacak
FSK 30 Juni 2026 21.362 $217.470 13,3%
GE 31 Maret 2026 703 $216.414 22,8%
AVB 31 Des. 2025 1.120 $216.338 Tidak lagi dilacak
PANW 31 Maret 2025 1.169 $212.711 101,6%
LOW 30 Juni 2025 911 $212.473 -1,9%
EOG 31 Des. 2025 1.893 $212.243 45,5%
PFG 30 Juni 2025 2.477 $208.984 41,2%
XLB 30 Juni 2025 2.408 $207.048 Tidak lagi dilacak
PFXF 30 Juni 2025 12.240 $205.135 Tidak lagi dilacak
IGSB 31 Maret 2025 3.966 $205.042
SCHO 31 Des. 2025 8.340 $203.499 Tidak lagi dilacak
TRGP 30 Juni 2025 1.000 $200.470 75,9%
WM 31 Des. 2025 907 $200.293 1,9%
VTV 30 Sep. 2025 1.133 $200.178 Tidak lagi dilacak
BPRE 31 Maret 2026 10.234 $153.510 -26,9%
EOSE 30 Juni 2026 10.150 $50.344 -39,2%
PLUG 30 Juni 2026 12.500 $28.250 -16,3%
GWH 30 Juni 2026 15.606 $18.259 -54,7%