Resurgent Financial Advisors LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 14, 2024
Value $
$171M
Signature - Title
Sarah Sutton - CCO
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by Resurgent Financial Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Resurgent Financial Advisors LLC reported 177 stock holdings with total value $171M as of Q3 2024. Top holdings included MSFT, AAPL, BRKB, JPM, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 177 $171M +$12.9M -$10.9M +$2M MSFT, AAPL, BRKB, JPM, NVDA 13F-HR 11/14/2024, 09:42 AM
Q2 2024 172 $161M +$13.6M -$40.4M -$26.8M MSFT, AAPL, NVDA, JPM, BRKB 13F-HR 8/14/2024, 01:57 PM
Q1 2024 189 $187M +$42.6M -$27.3M +$15.3M MSFT, AAPL, IWD, VIG, IVV 13F-HR 5/10/2024, 03:55 PM
Q4 2023 495 $163M +$15.8M -$11.5M +$4.31M MSFT, AAPL, IVV, JPM, BRKB 13F-HR 2/9/2024, 11:54 AM
Q3 2023 479 $146M +$9.89M -$9.87M +$25.5K AAPL, MSFT, IVV, JPM, BRKB 13F-HR 11/13/2023, 12:08 PM
Q2 2023 497 $151M +$8.05M -$13.3M -$5.29M AAPL, MSFT, IVV, IWD, JPM 13F-HR 8/14/2023, 03:05 PM
Q1 2023 483 $149M +$6.63M -$50.9M -$44.3M MSFT, AAPL, IVV, SPY, QQQ 13F-HR 5/15/2023, 12:56 PM
Q4 2022 623 $187M +$45.6M -$14.6M +$31M MSFT, AAPL, SPY, QQQ, IVV 13F-HR 2/14/2023, 05:39 PM
Q3 2022 194 $145M +$17.5M -$13.5M +$3.94M AAPL, MSFT, QQQ, SPY, HD 13F-HR 11/14/2022, 12:23 PM
Q2 2022 185 $150M +$32.7M -$16.8M +$15.9M AAPL, MSFT, QQQ, SPY, IVV 13F-HR 8/15/2022, 12:13 PM
Q1 2022 187 $157M +$45.8M -$6.02M +$39.7M QQQ, AAPL, MSFT, SPY, IWM 13F-HR 5/16/2022, 09:24 AM
Q4 2021 125 $121M $0 $0 QQQ, AAPL, MSFT, IWM, SCHO 13F-HR 5/16/2022, 10:19 AM