| |
|
|
| Name: |
Resurgent Financial Advisors LLC |
| City: |
ATLANTA |
| State: |
GA |
| Zip: |
30339 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
100 |
|
View All Holdings |
Currently
Viewing:
Closed Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NI |
NiSource Inc |
252 |
Closed |
$28.73 |
$0 |
0 |
0% |
-23,000 |
-865 |
0 |
Multi Utilities |
|
|
SAP |
SAP AG (ADR) |
284 |
Closed |
$188.75 |
$0 |
0 |
0% |
-68,000 |
-439 |
0 |
Application Software |
|
|
VTR |
Ventas Inc |
316 |
Closed |
$49.77 |
$0 |
0 |
0% |
-52,000 |
-1,035 |
0 |
REIT - Healthcare Fac... |
|
|
O |
Realty Income Corp |
348 |
Closed |
$54.03 |
$0 |
0 |
0% |
-25,000 |
-443 |
0 |
REIT - Retail |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
380 |
Closed |
$162.92 |
$0 |
0 |
0% |
-41,000 |
-395 |
0 |
Semiconductor - Integ... |
|
|
KLAC |
KLA-Tencor Corp |
412 |
Closed |
$784.97 |
$0 |
0 |
0% |
-33,000 |
-57 |
0 |
Semiconductor Equipme... |
|
|
BNDX |
Vanguard Total Internationa... |
444 |
Closed |
$48.76 |
$0 |
0 |
0% |
-43,000 |
-863 |
0 |
N/A |
|
|
USFR |
Wisdomtree Bloomberg Floati... |
476 |
Closed |
$50.37 |
$0 |
0 |
0% |
-386,000 |
-7,681 |
0 |
N/A |
|
|
BX |
Blackstone Group LP |
220 |
Closed |
$120.62 |
$0 |
0 |
0% |
-23,000 |
-172 |
0 |
Asset Management |
|
|
BAC |
Bank of America Corp |
271 |
Closed |
$39.96 |
$0 |
0 |
0% |
-145,000 |
-4,292 |
0 |
Domestic Money Center... |
|
|
CSJ |
iShares Barclays 1-3 Year C... |
303 |
Closed |
$51.19 |
$0 |
0 |
0% |
-41,000 |
-791 |
0 |
Closed - End Fund - E... |
|
|
HEDJ |
Wisdomtree International He... |
335 |
Closed |
$47.75 |
$0 |
0 |
0% |
-180,000 |
-4,198 |
0 |
N/A |
|
|
LOW |
Lowes Companies Inc |
367 |
Closed |
$219.47 |
$0 |
0 |
0% |
-173,000 |
-779 |
0 |
Home Improvement Stores |
|
|
IEUR |
iShares Core MSCI Europe |
399 |
Closed |
$60.36 |
$0 |
0 |
0% |
-44,000 |
-795 |
0 |
N/A |
|
|
UNM |
Unum Group |
431 |
Closed |
$51.82 |
$0 |
0 |
0% |
-21,000 |
-467 |
0 |
Life & Health Insurance |
|
|
ACN |
Accenture Plc |
463 |
Closed |
$291.02 |
$0 |
0 |
0% |
-233,000 |
-663 |
0 |
Management Services |
|
|
GSIE |
Goldman Sachs Activebeta In... |
495 |
Closed |
$35.06 |
$0 |
0 |
0% |
-38,000 |
-1,178 |
0 |
N/A |
|
|
IWM |
iShares Tr Russell 2000 Indx |
207 |
Closed |
$205.06 |
$0 |
0 |
0% |
-96,000 |
-480 |
0 |
Closed - End Fund - E... |
|
|
HP |
Helmerich & Payne Inc |
239 |
Closed |
$35.30 |
$0 |
0 |
0% |
-33,000 |
-900 |
0 |
Oil & Gas Drilling & ... |
|
|
SCHW |
Charles Schwab Corp |
258 |
Closed |
$74.39 |
$0 |
0 |
0% |
-62,000 |
-898 |
0 |
Investment Brokerage ... |
|
|
DBA |
Invesco DB Agriculture |
290 |
Closed |
$25.22 |
$0 |
0 |
0% |
-43,000 |
-2,092 |
0 |
Closed - End Fund - Debt |
|
|
VST |
Vistra Energy Corp |
322 |
Closed |
$92.00 |
$0 |
0 |
0% |
-27,000 |
-701 |
0 |
N/A |
|
|
COF |
Capital One Financial Corp |
354 |
Closed |
$135.48 |
$0 |
0 |
0% |
-49,000 |
-372 |
0 |
Credit Services |
|
|
RPM |
RPM International Inc |
386 |
Closed |
$110.60 |
$0 |
0 |
0% |
-44,000 |
-393 |
0 |
General Building Mate... |
|
|
VT |
Vanguard Total World Stock ... |
418 |
Closed |
$112.48 |
$0 |
0 |
0% |
-23,000 |
-227 |
0 |
Closed - End Fund - E... |
|
|
SYF |
Synchrony Financial |
450 |
Closed |
$0.00 |
$0 |
0 |
0% |
-55,000 |
-1,450 |
0 |
N/A |
|
|
CAR |
Avis Budget Group Inc |
482 |
Closed |
$110.98 |
$0 |
0 |
0% |
-21,000 |
-117 |
0 |
Business Services |
|
|
RY |
Royal Bank of Canada (USA) |
194 |
Closed |
$107.11 |
$0 |
0 |
0% |
-129,000 |
-1,271 |
0 |
Foreign Money Center ... |
|
|
JPIE |
Jpmorgan Income Etf |
226 |
Closed |
$0.00 |
$0 |
0 |
0% |
-35,000 |
-770 |
0 |
N/A |
|
|
SLYG |
SPDR Dow Jones Wilshire Sma... |
277 |
Closed |
$87.18 |
$0 |
0 |
0% |
-131,000 |
-1,566 |
0 |
Closed - End Fund - E... |
|
|
WFC |
Wells Fargo & Co |
309 |
Closed |
$58.68 |
$0 |
0 |
0% |
-23,000 |
-467 |
0 |
Domestic Money Center... |
|
|
SSO |
Ultra S&P500 ProShares |
341 |
Closed |
$79.82 |
$0 |
0 |
0% |
-48,000 |
-741 |
0 |
Closed - End Fund - E... |
|
|
D |
Dominion Energy Inc |
373 |
Closed |
$52.52 |
$0 |
0 |
0% |
-61,000 |
-1,294 |
0 |
Electric Utilities |
|
|
FLOT |
Ishares Floating Rate Note ... |
405 |
Closed |
$0.00 |
$0 |
0 |
0% |
-97,000 |
-1,923 |
0 |
N/A |
|
|
VV |
Vanguard Large Cap VIPERS |
437 |
Closed |
$244.99 |
$0 |
0 |
0% |
-30,000 |
-138 |
0 |
Closed - End Fund - E... |
|
|
T |
AT&T Corp |
469 |
Closed |
$18.30 |
$0 |
0 |
0% |
-148,000 |
-8,846 |
0 |
Long Distance Carriers |
|
|
CTVA |
Corteva, Inc. |
213 |
Closed |
$54.06 |
$0 |
0 |
0% |
-28,000 |
-593 |
0 |
N/A |
|
|
IBM |
International Business Mach... |
245 |
Closed |
$167.38 |
$0 |
0 |
0% |
-27,000 |
-164 |
0 |
Diversified Computer ... |
|
|
XLK |
SPDR Technology Sector |
264 |
Closed |
$215.82 |
$0 |
0 |
0% |
-62,000 |
-320 |
0 |
Closed - End Fund - E... |
|
|
MYRG |
Myr Group Inc |
296 |
Closed |
$152.63 |
$0 |
0 |
0% |
-29,000 |
-200 |
0 |
Heavy Construction |
|
|
F |
Ford Motor Co |
328 |
Closed |
$12.50 |
$0 |
0 |
0% |
-80,000 |
-6,556 |
0 |
Auto Manufacturers |
|
|
TRGP |
Targa Resources Corp. |
360 |
Closed |
$118.19 |
$0 |
0 |
0% |
-87,000 |
-1,000 |
0 |
Gas Utilities |
|
|
DES |
WisdomTree SmallCap Dividend |
392 |
Closed |
$31.36 |
$0 |
0 |
0% |
-81,000 |
-2,515 |
0 |
Closed - End Fund - E... |
|
|
VWO |
Vanguard Emerging Markets S... |
424 |
Closed |
$43.38 |
$0 |
0 |
0% |
-98,000 |
-2,395 |
0 |
Closed - End Fund - E... |
|
|
SRE |
Sempra Energy |
456 |
Closed |
$71.98 |
$0 |
0 |
0% |
-151,000 |
-2,021 |
0 |
Electric Utilities |
|
|
PGR |
Progressive Corp |
488 |
Closed |
$212.61 |
$0 |
0 |
0% |
-40,000 |
-250 |
0 |
Property & Casualty I... |
|
|
GE |
General Electric Co |
200 |
Closed |
$162.55 |
$0 |
0 |
0% |
-76,000 |
-597 |
0 |
Conglomerates |
|
|
BUG |
Global X Cybersecurity Etf |
232 |
Closed |
$0.00 |
$0 |
0 |
0% |
-59,000 |
-2,000 |
0 |
N/A |
|
|
FITB |
Fifth Third Bancorp |
251 |
Closed |
$36.38 |
$0 |
0 |
0% |
-37,000 |
-1,087 |
0 |
Domestic Regional Banks |
|
|
SBUX |
Starbucks Corp |
283 |
Closed |
$81.16 |
$0 |
0 |
0% |
-87,000 |
-907 |
0 |
Specialty Eateries |
|
|
AVB |
AvalonBay Communities |
315 |
Closed |
$198.48 |
$0 |
0 |
0% |
-139,000 |
-741 |
0 |
REIT - Housing/Apartm... |
|
|
CIU |
iShares Barclays Intermedia... |
347 |
Closed |
$51.44 |
$0 |
0 |
0% |
-43,000 |
-826 |
0 |
Closed - End Fund - E... |
|
|
WM |
Waste Management Inc |
379 |
Closed |
$203.90 |
$0 |
0 |
0% |
-162,000 |
-907 |
0 |
Waste Management |
|
|
USB |
US Bancorp Delaware |
411 |
Closed |
$39.08 |
$0 |
0 |
0% |
-105,000 |
-2,417 |
0 |
Domestic Regional Banks |
|
|
SCHQ |
Schwab Long-term Us Treasur... |
443 |
Closed |
$0.00 |
$0 |
0 |
0% |
-121,000 |
-3,447 |
0 |
N/A |
|
|
ISTB |
Ishares Core Short Term Us ... |
475 |
Closed |
$47.33 |
$0 |
0 |
0% |
-51,000 |
-1,068 |
0 |
N/A |
|
|
FIS |
Fidelity National Information |
219 |
Closed |
$75.96 |
$0 |
0 |
0% |
-20,000 |
-338 |
0 |
Business Services |
|
|
SH |
ProShares Short S&P500 |
270 |
Closed |
$11.79 |
$0 |
0 |
0% |
-39,000 |
-3,000 |
0 |
Closed - End Fund - E... |
|
|
NKE |
Nike Inc B |
302 |
Closed |
$94.32 |
$0 |
0 |
0% |
-41,000 |
-381 |
0 |
Textile - Apparel Foo... |
|
|
DEO |
Diageo Plc (ADR) |
334 |
Closed |
$136.62 |
$0 |
0 |
0% |
-68,000 |
-469 |
0 |
Beverage - Brewers |
|
|
LUMN |
Lumen Technologies, Inc |
366 |
Closed |
$1.33 |
$0 |
0 |
0% |
-27,000 |
-15,000 |
0 |
Telecom Services - Do... |
|
|
PLD |
ProLogis Inc |
398 |
Closed |
$108.74 |
$0 |
0 |
0% |
-33,000 |
-246 |
0 |
REIT - Industrial |
|
|
NUE |
Nucor Corp |
430 |
Closed |
$161.69 |
$0 |
0 |
0% |
-50,000 |
-286 |
0 |
Steel & Iron |
|
|
IAU |
iShares COMEX Gold Trust |
462 |
Closed |
$44.49 |
$0 |
0 |
0% |
-43,000 |
-1,099 |
0 |
Closed - End Fund - E... |
|
|
VOE |
Vanguard Mid-Cap Value ETF |
494 |
Closed |
$152.41 |
$0 |
0 |
0% |
-126,000 |
-867 |
0 |
Closed - End Fund - E... |
|
|
EIX |
Edison International |
206 |
Closed |
$75.43 |
$0 |
0 |
0% |
-67,000 |
-944 |
0 |
Electric Utilities |
|
|
ETR |
Entergy Corp |
238 |
Closed |
$110.88 |
$0 |
0 |
0% |
-48,000 |
-477 |
0 |
Electric Utilities |
|
|
DTD |
Wisdom Tree Trust Total Div... |
257 |
Closed |
$67.53 |
$0 |
0 |
0% |
-52,000 |
-796 |
0 |
Closed - End Fund - E... |
|
|
WBA |
Walgreens Boots Alliance, Inc. |
289 |
Closed |
$15.94 |
$0 |
0 |
0% |
-34,000 |
-1,290 |
0 |
N/A |
|
|
IT |
Gartner Inc |
321 |
Closed |
$435.95 |
$0 |
0 |
0% |
-21,000 |
-47 |
0 |
Management Services |
|
|
ROBO |
Robo Stox Global Robotics A... |
353 |
Closed |
$56.48 |
$0 |
0 |
0% |
-37,000 |
-654 |
0 |
N/A |
|
|
GSK |
GlaxoSmithKline Plc (ADR) |
385 |
Closed |
$40.41 |
$0 |
0 |
0% |
-72,000 |
-1,934 |
0 |
Drug Manufacturers - ... |
|
|
MELI |
Mercadolibre Inc |
417 |
Closed |
$1,604.90 |
$0 |
0 |
0% |
-52,000 |
-33 |
0 |
Business Services |
|
|
SO |
Southern Co |
449 |
Closed |
$79.42 |
$0 |
0 |
0% |
-50,000 |
-718 |
0 |
Electric Utilities |
|
|
PANW |
Palo Alto Networks Inc |
481 |
Closed |
$295.41 |
$0 |
0 |
0% |
-210,000 |
-712 |
0 |
Networking & Communic... |
|
|
VB |
Vanguard Small Cap VIPERS |
193 |
Closed |
$220.74 |
$0 |
0 |
0% |
-61,000 |
-286 |
0 |
Closed - End Fund - E... |
|
|
ROP |
Roper Industries Inc |
225 |
Closed |
$546.92 |
$0 |
0 |
0% |
-219,000 |
-402 |
0 |
Diversified Machinery |
|
|
ADP |
Automatic Data Processing Inc |
276 |
Closed |
$245.78 |
$0 |
0 |
0% |
-51,000 |
-220 |
0 |
Business Software & S... |
|
|
CCOI |
Cogent Communications Group... |
308 |
Closed |
$55.98 |
$0 |
0 |
0% |
-20,000 |
-268 |
0 |
Internet Service Prov... |
|
|
MRVL |
Marvell Technology, Inc. |
340 |
Closed |
$69.80 |
$0 |
0 |
0% |
-36,000 |
-601 |
0 |
N/A |
|
|
BAX |
Baxter International Inc |
372 |
Closed |
$40.93 |
$0 |
0 |
0% |
-35,000 |
-894 |
0 |
Medical Instruments &... |
|
|
BBY |
Best Buy Co Inc |
404 |
Closed |
$88.94 |
$0 |
0 |
0% |
-126,000 |
-1,615 |
0 |
Electronics Stores |
|
|
AFL |
AFLAC Inc |
436 |
Closed |
$88.38 |
$0 |
0 |
0% |
-86,000 |
-1,043 |
0 |
Life & Health Insurance |
|
|
IP |
International Paper Co |
468 |
Closed |
$44.40 |
$0 |
0 |
0% |
-34,000 |
-946 |
0 |
Paper & Paper Products |
|
|
DTE |
DTE Energy Co |
212 |
Closed |
$114.54 |
$0 |
0 |
0% |
-23,000 |
-208 |
0 |
Electric Utilities |
|
|
ARKK |
Ark Innovation ETF |
244 |
Closed |
$44.15 |
$0 |
0 |
0% |
-20,000 |
-391 |
0 |
N/A |
|
|
DOL |
WisdomTree Trust Internatio... |
263 |
Closed |
$50.63 |
$0 |
0 |
0% |
-42,000 |
-862 |
0 |
Closed - End Fund - E... |
|
|
VEEV |
Veeva Systems Inc |
295 |
Closed |
$181.69 |
$0 |
0 |
0% |
-47,000 |
-244 |
0 |
Healthcare Informatio... |
|
|
ATO |
Atmos Energy Corp |
327 |
Closed |
$115.01 |
$0 |
0 |
0% |
-115,000 |
-993 |
0 |
Gas Utilities |
|
|
KMI |
Kinder Morgan Inc |
359 |
Closed |
$19.79 |
$0 |
0 |
0% |
-23,000 |
-1,323 |
0 |
Gas Utilities |
|
|
LVHD |
Legg Mason Low Volatility H... |
391 |
Closed |
$36.00 |
$0 |
0 |
0% |
-51,000 |
-1,400 |
0 |
N/A |
|
|
PH |
Parker Hannifin Corp |
423 |
Closed |
$523.20 |
$0 |
0 |
0% |
-152,000 |
-331 |
0 |
Industrial Equipment ... |
|
|
SCHZ |
Schwab Us Aggregate Bond |
455 |
Closed |
$45.73 |
$0 |
0 |
0% |
-140,000 |
-3,007 |
0 |
N/A |
|
|
VCSH |
Vanguard Scottsdale Funds |
487 |
Closed |
$77.20 |
$0 |
0 |
0% |
-89,000 |
-1,147 |
0 |
N/A |
|
|
BLOK |
Amplify Transformational Da... |
199 |
Closed |
$35.20 |
$0 |
0 |
0% |
-108,000 |
-3,630 |
0 |
N/A |
|
|
WSBC |
Wesbanco Inc |
231 |
Closed |
$26.77 |
$0 |
0 |
0% |
-46,000 |
-1,453 |
0 |
Domestic Regional Banks |
|
|
PXD |
Pioneer Natural Resources Co |
250 |
Closed |
$275.32 |
$0 |
0 |
0% |
-161,000 |
-718 |
0 |
Independent Oil & Gas |
|
|
EPI |
WisdomTree India Earnings |
282 |
Closed |
$45.55 |
$0 |
0 |
0% |
-128,000 |
-3,118 |
0 |
Closed - End Fund - E... |
|
|
IGV |
iShares S&P GSTI Software I... |
314 |
Closed |
$0.00 |
$0 |
0 |
0% |
-73,000 |
-181 |
0 |
Closed - End Fund - E... |
|
|
TIP |
iShares Lehman TIPS Bond |
346 |
Closed |
$107.02 |
$0 |
0 |
0% |
-169,000 |
-1,572 |
0 |
Closed - End Fund - E... |
|
