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  Name: Resurgent Financial Advisors LLC
  City: ATLANTA
  State: GA
  Zip: 30339
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $187,434,000
  Total Value Change : $24,908,000
  Securities Held Change : -306
   
All Securities Held : 189
  New Positions : 4
  Closed Positions : 310
  Increased Positions : 127
  Unchanged Positions : 8
  Decreased Positions : 50

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Holdings Found : 100     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (RYE)1 Year Chart         RYE Invesco S&P 500 Equal Weigh... 362 Closed $81.78 $0 0 0% -36,000 -483 0    Closed - End Fund - E...
   (DGS)1 Year Chart         DGS Wisdomtree Emerging Mkts Sm... 394 Closed $52.66 $0 0 0% -53,000 -1,070 0    Closed - End Fund - Debt
   (OXY)1 Year Chart         OXY Occidental Petroleum Corp 426 Closed $63.38 $0 0 0% -31,000 -512 0    Independent Oil & Gas
   (DOW)1 Year Chart         DOW DOW Inc 458 Closed $59.06 $0 0 0% -45,000 -823 0    Diversified Chemicals
   (RTX)1 Year Chart         RTX RTX Corp 490 Closed $101.02 $0 0 0% -115,000 -1,364 0    Conglomerates
   (ABNB)1 Year Chart         ABNB Airbnb, Inc. 202 Closed $145.80 $0 0 0% -27,000 -200 0    N/A
   (PNC)1 Year Chart         PNC PNC Financial Services Grou... 234 Closed $161.34 $0 0 0% -66,000 -427 0    Domestic Money Center...
   (APO)1 Year Chart         APO Apollo Global Management LLC 266 Closed $115.32 $0 0 0% -146,000 -1,569 0    Diversified Investments
   (EL)1 Year Chart         EL Estee Lauder Companies Inc 298 Closed $147.36 $0 0 0% -35,000 -241 0    Personal Products
   (IIPR)1 Year Chart         IIPR Innovative Industrial Prope... 330 Closed $113.05 $0 0 0% -20,000 -200 0    N/A
   (HAL)1 Year Chart         HAL Halliburton Co 349 Closed $37.36 $0 0 0% -97,000 -2,695 0    Oil & Gas Equipment &...
   (BCE)1 Year Chart         BCE BCE Inc (USA) 381 Closed $34.57 $0 0 0% -22,000 -561 0    Telecom Services - Do...
   (XLC)1 Year Chart         XLC Communication Services Sele... 413 Closed $82.53 $0 0 0% -35,000 -480 0    N/A
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 445 Closed $77.45 $0 0 0% -58,000 -746 0    Closed - End Fund - E...
   (DY)1 Year Chart         DY Dycom Industries Inc 477 Closed $149.98 $0 0 0% -36,000 -315 0    Heavy Construction
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 221 Closed $0.00 $0 0 0% -22,000 -936 0    N/A
   (FAST)1 Year Chart         FAST Fastenal Co 253 Closed $66.98 $0 0 0% -41,000 -636 0    Home Improvement Stores
   (IAI)1 Year Chart         IAI iShares Dow Jones US Broker... 285 Closed $113.25 $0 0 0% -45,000 -412 0    Closed - End Fund - E...
   (CP)1 Year Chart         CP Canadian Pacific Railway Li... 317 Closed $80.77 $0 0 0% -80,000 -1,007 0    Railroads
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 368 Closed $277.92 $0 0 0% -174,000 -672 0    Closed - End Fund - E...
   (KLIC)1 Year Chart         KLIC Kulicke & Soffa Industries Inc 400 Closed $48.37 $0 0 0% -22,000 -400 0    Semiconductor Equipme...
   (SNOW)1 Year Chart         SNOW Snowflake Inc. 432 Closed $164.37 $0 0 0% -38,000 -193 0    N/A
   (NOW)1 Year Chart         NOW Servicenow, Inc. 464 Closed $760.57 $0 0 0% -89,000 -126 0    Information Technolog...
   (CI)1 Year Chart         CI Cigna Corporation 496 Closed $343.28 $0 0 0% -110,000 -367 0    Health Care Plans
   (SON)1 Year Chart         SON Sonoco Products Co 208 Closed $60.24 $0 0 0% -28,000 -510 0    Paper & Paper Products
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 240 Closed $0.00 $0 0 0% -252,000 -3,232 0    N/A
   (KHC)1 Year Chart         KHC Kraft Heinz Co 272 Closed $35.85 $0 0 0% -57,000 -1,543 0    N/A
   (WY)1 Year Chart         WY Weyerhaeuser Co 304 Closed $31.36 $0 0 0% -23,000 -654 0    Lumber,Wood Production
   (UBER)1 Year Chart         UBER Uber Technologies, Inc 336 Closed $66.62 $0 0 0% -26,000 -425 0    N/A
   (WEC)1 Year Chart         WEC WEC Energy Group Inc 355 Closed $85.03 $0 0 0% -29,000 -348 0    Multi Utilities
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 387 Closed $61.38 $0 0 0% -57,000 -200 0    Closed - End Fund - E...
   (LIT)1 Year Chart         LIT Global X Lithium ETF 419 Closed $44.92 $0 0 0% -31,000 -600 0    Closed - End Fund - E...
   (SCHA)1 Year Chart         SCHA Schwab Strategic Trust 451 Closed $49.04 $0 0 0% -42,000 -895 0    Closed - End Fund - Debt
   (GDV)1 Year Chart         GDV Gabelli Dividend & Income T... 483 Closed $22.87 $0 0 0% -105,000 -4,870 0    Closed - End Fund - Debt
   (ROK)1 Year Chart         ROK Rockwell Automation Inc 195 Closed $275.23 $0 0 0% -82,000 -264 0    Conglomerates
   (LRCX)1 Year Chart         LRCX Lam Research Corp 227 Closed $947.75 $0 0 0% -30,000 -38 0    Semiconductor Equipme...
   (KMB)1 Year Chart         KMB Kimberly Clark Corp 259 Closed $134.11 $0 0 0% -47,000 -387 0    Paper & Paper Products
   (AGNC)1 Year Chart         AGNC AGNC Investment Corp 291 Closed $9.87 $0 0 0% -22,000 -2,211 0    REIT - Housing/Apartm...
   (WIRE)1 Year Chart         WIRE Encore Wire Corp 323 Closed $282.00 $0 0 0% -21,000 -100 0    Industrial Electrical...
   (MBC)1 Year Chart         MBC Masterbrand, Inc. 342 Closed $16.95 $0 0 0% -45,000 -3,000 0    N/A
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 374 Closed $44.55 $0 0 0% -179,000 -3,489 0    Drug Manufacturers - ...
   (SLB)1 Year Chart         SLB Schlumberger Ltd 406 Closed $48.31 $0 0 0% -37,000 -714 0    Oil & Gas Equipment &...
   (NNN)1 Year Chart         NNN National Retail Properties 438 Closed $42.74 $0 0 0% -21,000 -484 0    REIT - Retail
   (UBS)1 Year Chart         UBS UBS AG (USA) 470 Closed $30.66 $0 0 0% -32,000 -1,048 0    Foreign Money Center ...
   (SIRI)1 Year Chart         SIRI Sirius XM Radio Inc 214 Closed $3.04 $0 0 0% -42,000 -7,650 0    Broadcasting - Radio
   (SHW)1 Year Chart         SHW Sherwin Williams Co 246 Closed $316.37 $0 0 0% -134,000 -431 0    General Building Mate...
   (URI)1 Year Chart         URI United Rentals Inc 278 Closed $712.37 $0 0 0% -51,000 -89 0    Rental & Leasing Serv...
   (VLO)1 Year Chart         VLO Valero Energy Corp 310 Closed $157.71 $0 0 0% -21,000 -162 0    Oil & Gas Refining, P...
   (SCHI)1 Year Chart         SCHI Schwab 5-10 Year Corporate ... 361 Closed $44.13 $0 0 0% -55,000 -1,221 0    N/A
   (DGRW)1 Year Chart         DGRW Wisdomtree Us Dividend Grow... 393 Closed $76.74 $0 0 0% -28,000 -404 0    N/A
   (BKNG)1 Year Chart         BKNG Booking Holdings Inc 425 Closed $3,792.53 $0 0 0% -89,000 -25 0    Internet Software & S...
   (ITW)1 Year Chart         ITW Illinois Tool Works Inc 457 Closed $249.09 $0 0 0% -43,000 -165 0    Diversified Machinery
   (SCHK)1 Year Chart         SCHK Schwab 1000 Index ETF 489 Closed $51.22 $0 0 0% -28,000 -600 0    N/A
   (MMM)1 Year Chart         MMM 3M Co 201 Closed $101.24 $0 0 0% -64,000 -583 0    Conglomerates
   (CGW)1 Year Chart         CGW Invesco S&P Global Water ETF 233 Closed $59.58 $0 0 0% -220,000 -4,148 0    Packaging & Containers
   (UL)1 Year Chart         UL Unilever Plc (ADR) 265 Closed $54.48 $0 0 0% -24,000 -498 0    Food - Major Diversified
   (GSLC)1 Year Chart         GSLC Goldman Sachs Activebeta Us... 297 Closed $104.42 $0 0 0% -105,000 -1,120 0    N/A
   (GM)1 Year Chart         GM General Motors Co 329 Closed $42.66 $0 0 0% -37,000 -1,038 0    Auto Manufacturers
   (O)1 Year Chart         O Realty Income Corp 348 Closed $55.11 $0 0 0% -25,000 -443 0    REIT - Retail
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 380 Closed $155.58 $0 0 0% -41,000 -395 0    Semiconductor - Integ...
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 412 Closed $759.72 $0 0 0% -33,000 -57 0    Semiconductor Equipme...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 444 Closed $48.92 $0 0 0% -43,000 -863 0    N/A
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 476 Closed $50.45 $0 0 0% -386,000 -7,681 0    N/A
   (BX)1 Year Chart         BX Blackstone Group LP 220 Closed $120.62 $0 0 0% -23,000 -172 0    Asset Management
   (NI)1 Year Chart         NI NiSource Inc 252 Closed $29.13 $0 0 0% -23,000 -865 0    Multi Utilities
   (SAP)1 Year Chart         SAP SAP AG (ADR) 284 Closed $192.44 $0 0 0% -68,000 -439 0    Application Software
   (VTR)1 Year Chart         VTR Ventas Inc 316 Closed $48.71 $0 0 0% -52,000 -1,035 0    REIT - Healthcare Fac...
   (LOW)1 Year Chart         LOW Lowes Companies Inc 367 Closed $236.08 $0 0 0% -173,000 -779 0    Home Improvement Stores
   (IEUR)1 Year Chart         IEUR iShares Core MSCI Europe 399 Closed $60.33 $0 0 0% -44,000 -795 0    N/A
   (UNM)1 Year Chart         UNM Unum Group 431 Closed $52.48 $0 0 0% -21,000 -467 0    Life & Health Insurance
   (ACN)1 Year Chart         ACN Accenture Plc 463 Closed $308.52 $0 0 0% -233,000 -663 0    Management Services
   (GSIE)1 Year Chart         GSIE Goldman Sachs Activebeta In... 495 Closed $34.98 $0 0 0% -38,000 -1,178 0    N/A
   (IWM)1 Year Chart         IWM iShares Tr Russell 2000 Indx 207 Closed $209.44 $0 0 0% -96,000 -480 0    Closed - End Fund - E...
   (HP)1 Year Chart         HP Helmerich & Payne Inc 239 Closed $38.50 $0 0 0% -33,000 -900 0    Oil & Gas Drilling & ...
   (BAC)1 Year Chart         BAC Bank of America Corp 271 Closed $38.91 $0 0 0% -145,000 -4,292 0    Domestic Money Center...
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 303 Closed $51.18 $0 0 0% -41,000 -791 0    Closed - End Fund - E...
   (HEDJ)1 Year Chart         HEDJ Wisdomtree International He... 335 Closed $48.49 $0 0 0% -180,000 -4,198 0    N/A
   (COF)1 Year Chart         COF Capital One Financial Corp 354 Closed $144.35 $0 0 0% -49,000 -372 0    Credit Services
   (RPM)1 Year Chart         RPM RPM International Inc 386 Closed $113.37 $0 0 0% -44,000 -393 0    General Building Mate...
   (VT)1 Year Chart         VT Vanguard Total World Stock ... 418 Closed $112.53 $0 0 0% -23,000 -227 0    Closed - End Fund - E...
   (SYF)1 Year Chart         SYF Synchrony Financial 450 Closed $0.00 $0 0 0% -55,000 -1,450 0    N/A
   (CAR)1 Year Chart         CAR Avis Budget Group Inc 482 Closed $121.95 $0 0 0% -21,000 -117 0    Business Services
   (RY)1 Year Chart         RY Royal Bank of Canada (USA) 194 Closed $105.49 $0 0 0% -129,000 -1,271 0    Foreign Money Center ...
   (JPIE)1 Year Chart         JPIE Jpmorgan Income Etf 226 Closed $0.00 $0 0 0% -35,000 -770 0    N/A
   (SCHW)1 Year Chart         SCHW Charles Schwab Corp 258 Closed $78.68 $0 0 0% -62,000 -898 0    Investment Brokerage ...
   (DBA)1 Year Chart         DBA Invesco DB Agriculture 290 Closed $23.86 $0 0 0% -43,000 -2,092 0    Closed - End Fund - Debt
   (VST)1 Year Chart         VST Vistra Energy Corp 322 Closed $96.91 $0 0 0% -27,000 -701 0    N/A
   (SSO)1 Year Chart         SSO Ultra S&P500 ProShares 341 Closed $78.67 $0 0 0% -48,000 -741 0    Closed - End Fund - E...
   (D)1 Year Chart         D Dominion Energy Inc 373 Closed $53.22 $0 0 0% -61,000 -1,294 0    Electric Utilities
   (FLOT)1 Year Chart         FLOT Ishares Floating Rate Note ... 405 Closed $0.00 $0 0 0% -97,000 -1,923 0    N/A
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 437 Closed $243.08 $0 0 0% -30,000 -138 0    Closed - End Fund - E...
   (T)1 Year Chart         T AT&T Corp 469 Closed $17.33 $0 0 0% -148,000 -8,846 0    Long Distance Carriers
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 213 Closed $57.13 $0 0 0% -28,000 -593 0    N/A
   (IBM)1 Year Chart         IBM International Business Mach... 245 Closed $168.26 $0 0 0% -27,000 -164 0    Diversified Computer ...
   (SLYG)1 Year Chart         SLYG SPDR Dow Jones Wilshire Sma... 277 Closed $88.21 $0 0 0% -131,000 -1,566 0    Closed - End Fund - E...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 309 Closed $62.34 $0 0 0% -23,000 -467 0    Domestic Money Center...
   (TRGP)1 Year Chart         TRGP Targa Resources Corp. 360 Closed $115.58 $0 0 0% -87,000 -1,000 0    Gas Utilities
   (DES)1 Year Chart         DES WisdomTree SmallCap Dividend 392 Closed $32.53 $0 0 0% -81,000 -2,515 0    Closed - End Fund - E...
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 424 Closed $44.40 $0 0 0% -98,000 -2,395 0    Closed - End Fund - E...
   (SRE)1 Year Chart         SRE Sempra Energy 456 Closed $71.98 $0 0 0% -151,000 -2,021 0    Electric Utilities

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