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| Name: |
Resurgent Financial Advisors LLC |
| City: |
ATLANTA |
| State: |
GA |
| Zip: |
30339 |
| |
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data |
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| Holdings
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100 |
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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 |
|
PATH |
Uipath, Inc. |
396 |
Closed |
$20.74 |
$0 |
0 |
0% |
-25,000 |
-1,006 |
0 |
N/A |
|
|
PSA |
Public Storage Inc |
428 |
Closed |
$286.65 |
$0 |
0 |
0% |
-44,000 |
-144 |
0 |
REIT - Industrial |
|
|
MGC |
Vanguard Mega Cap 300 Index... |
460 |
Closed |
$185.36 |
$0 |
0 |
0% |
-57,000 |
-337 |
0 |
Closed - End Fund - E... |
|
|
AMAT |
Applied Materials Inc |
492 |
Closed |
$217.49 |
$0 |
0 |
0% |
-106,000 |
-657 |
0 |
Semiconductor Equipme... |
|
|
PSQ |
ProShares Short QQQ |
204 |
Closed |
$8.82 |
$0 |
0 |
0% |
-68,000 |
-7,182 |
0 |
Closed - End Fund - Debt |
|
|
ICLN |
iShares S&P Global Clean En... |
236 |
Closed |
$14.29 |
$0 |
0 |
0% |
-94,000 |
-6,042 |
0 |
Closed - End Fund - Debt |
|
|
TSCO |
Tractor Supply Co |
268 |
Closed |
$275.96 |
$0 |
0 |
0% |
-41,000 |
-190 |
0 |
Specialty Retail, Other |
|
|
NSC |
Norfolk Southern Corp |
300 |
Closed |
$249.65 |
$0 |
0 |
0% |
-145,000 |
-613 |
0 |
Railroads |
|
|
CMG |
Chipotle Mexican Grill Inc |
332 |
Closed |
$3,168.30 |
$0 |
0 |
0% |
-21,000 |
-9 |
0 |
Restaurants |
|
|
GNRC |
Generac Holdings Inc. |
364 |
Closed |
$145.10 |
$0 |
0 |
0% |
-27,000 |
-212 |
0 |
Electronic Equipment |
|
|
BDX |
Becton Dickinson & Co |
383 |
Closed |
$237.29 |
$0 |
0 |
0% |
-148,000 |
-606 |
0 |
Medical Instruments &... |
|
|
BINC |
Blackrock Flexible Income Etf |
415 |
Closed |
$0.00 |
$0 |
0 |
0% |
-69,000 |
-1,321 |
0 |
N/A |
|
|
BUD |
Anheuser-Busch InBev SA |
447 |
Closed |
$66.03 |
$0 |
0 |
0% |
-206,000 |
-3,188 |
0 |
Beverage - Brewers |
|
|
OEF |
iShares S&P 100 Index |
479 |
Closed |
$252.61 |
$0 |
0 |
0% |
-252,000 |
-1,129 |
0 |
Closed - End Fund - E... |
|
|
ABX |
Barrick Gold Corp (USA) |
191 |
Closed |
$17.42 |
$0 |
0 |
0% |
-38,000 |
-2,093 |
0 |
Gold |
|
|
GIS |
General Mills Inc |
223 |
Closed |
$69.83 |
$0 |
0 |
0% |
-55,000 |
-844 |
0 |
Food - Major Diversified |
|
|
GAB |
Gabelli Equity Trust Inc |
255 |
Closed |
$5.53 |
$0 |
0 |
0% |
-33,000 |
-6,590 |
0 |
Closed - End Fund - Debt |
|
|
AON |
Aon Plc |
287 |
Closed |
$287.79 |
$0 |
0 |
0% |
-56,000 |
-193 |
0 |
Life & Health Insurance |
|
|
MTUM |
Ishares Msci Usa Momentum F... |
319 |
Closed |
$0.00 |
$0 |
0 |
0% |
-26,000 |
-165 |
0 |
N/A |
|
|
MMC |
Marsh & McLennan Companies Inc |
351 |
Closed |
$206.33 |
$0 |
0 |
0% |
-31,000 |
-162 |
0 |
Insurance Brokers |
|
|
FTNT |
Fortinet Inc |
370 |
Closed |
$60.73 |
$0 |
0 |
0% |
-22,000 |
-375 |
0 |
Computer Peripherals |
|
|
LULU |
Lululemon Athletica Inc |
402 |
Closed |
$346.85 |
$0 |
0 |
0% |
-28,000 |
-55 |
0 |
Textile - Apparel Clo... |
|
|
HUBS |
Hubspot Inc |
434 |
Closed |
$0.00 |
$0 |
0 |
0% |
-37,000 |
-63 |
0 |
N/A |
|
|
XAR |
SPDR S&P Aerospace & Defens... |
466 |
Closed |
$143.16 |
$0 |
0 |
0% |
-38,000 |
-282 |
0 |
N/A |
|
|
ITA |
iShares Dow Jones US Aerosp... |
498 |
Closed |
$0.00 |
$0 |
0 |
0% |
-79,000 |
-620 |
0 |
Closed - End Fund - E... |
|
|
EWJ |
iShares MSCI-Japan |
210 |
Closed |
$68.97 |
$0 |
0 |
0% |
-35,000 |
-544 |
0 |
Closed - End Fund - E... |
|
|
CTSH |
Cognizant Technology Soluti... |
242 |
Closed |
$68.86 |
$0 |
0 |
0% |
-21,000 |
-277 |
0 |
Business Software & S... |
|
|
NDAQ |
Nasdaq OMX Group Inc |
274 |
Closed |
$61.35 |
$0 |
0 |
0% |
-22,000 |
-375 |
0 |
Business Services |
|
|
VO |
Vanguard Mid Cap VIPERS |
306 |
Closed |
$248.98 |
$0 |
0 |
0% |
-21,000 |
-89 |
0 |
Closed - End Fund - E... |
|
|
ABT |
Abbott Laboratories |
338 |
Closed |
$104.59 |
$0 |
0 |
0% |
-151,000 |
-1,372 |
0 |
Drug Manufacturers - ... |
|
|
BKH |
Black Hills Corp |
389 |
Closed |
$56.87 |
$0 |
0 |
0% |
-37,000 |
-692 |
0 |
Electric Utilities |
|
|
TMFC |
Motley Fool 100 Index Etf |
421 |
Closed |
$0.00 |
$0 |
0 |
0% |
-138,000 |
-3,094 |
0 |
N/A |
|
|
AZN |
AstraZeneca Plc (ADR) |
453 |
Closed |
$76.97 |
$0 |
0 |
0% |
-84,000 |
-1,249 |
0 |
Drug Manufacturers - ... |
|
|
BSV |
Vanguard Short-Term Bond |
485 |
Closed |
$76.51 |
$0 |
0 |
0% |
-62,000 |
-808 |
0 |
Closed - End Fund - E... |
|
|
ROBT |
First Trust Nasdaq Artifici... |
197 |
Closed |
$0.00 |
$0 |
0 |
0% |
-103,000 |
-2,261 |
0 |
N/A |
|
|
FISV |
Fiserv Inc |
229 |
Closed |
$155.01 |
$0 |
0 |
0% |
-22,000 |
-162 |
0 |
Business Software & S... |
|
|
OMC |
Omnicom Group Inc |
261 |
Closed |
$97.66 |
$0 |
0 |
0% |
-62,000 |
-713 |
0 |
Advertising Agencies |
|
|
IWW |
iShares Russell 3000 Value |
293 |
Closed |
$90.09 |
$0 |
0 |
0% |
-47,000 |
-552 |
0 |
Closed - End Fund - E... |
|
|
IDXX |
Idexx Laboratories Inc |
325 |
Closed |
$548.53 |
$0 |
0 |
0% |
-26,000 |
-47 |
0 |
Diagnostic Substances |
|
|
FBND |
Fidelity Total Bond Etf |
357 |
Closed |
$0.00 |
$0 |
0 |
0% |
-54,000 |
-1,165 |
0 |
N/A |
|
|
CDNS |
Cadence Design Systems Inc |
376 |
Closed |
$293.10 |
$0 |
0 |
0% |
-84,000 |
-308 |
0 |
Technical & System So... |
|
|
ARCC |
Ares Capital Corp |
408 |
Closed |
$21.17 |
$0 |
0 |
0% |
-28,000 |
-1,390 |
0 |
Closed - End Fund - Debt |
|
|
EMB |
iShares JPMorgan USD Emerg ... |
440 |
Closed |
$89.88 |
$0 |
0 |
0% |
-204,000 |
-2,293 |
0 |
Closed - End Fund - E... |
|
|
MGV |
Vanguard Mega Cap 300 Value... |
472 |
Closed |
$116.05 |
$0 |
0 |
0% |
-62,000 |
-566 |
0 |
Closed - End Fund - E... |
|
|
ACLS |
Axcelis Technologies Inc |
216 |
Closed |
$112.94 |
$0 |
0 |
0% |
-54,000 |
-420 |
0 |
Semiconductor Equipme... |
|
|
PEG |
Public Service Enterprise G... |
248 |
Closed |
$74.45 |
$0 |
0 |
0% |
-32,000 |
-531 |
0 |
Multi Utilities |
|
|
HIG |
Hartford Financial Services... |
280 |
Closed |
$100.61 |
$0 |
0 |
0% |
-32,000 |
-401 |
0 |
Property & Casualty I... |
|
|
CFG |
Citizens Financial Group, Inc. |
312 |
Closed |
$36.84 |
$0 |
0 |
0% |
-42,000 |
-1,262 |
0 |
N/A |
|
|
IPG |
Interpublic Group of Companies |
344 |
Closed |
$31.77 |
$0 |
0 |
0% |
-35,000 |
-1,059 |
0 |
Advertising Agencies |
|
|
WSO |
Watsco Inc |
395 |
Closed |
$482.70 |
$0 |
0 |
0% |
-24,000 |
-57 |
0 |
Building Materials Wh... |
|
|
ICSH |
Ishares Ultra Short Term Bo... |
427 |
Closed |
$0.00 |
$0 |
0 |
0% |
-25,000 |
-500 |
0 |
N/A |
|
|
BLDR |
Builders Firstsource Inc |
459 |
Closed |
$171.94 |
$0 |
0 |
0% |
-38,000 |
-228 |
0 |
Home Improvement Stores |
|
|
EMR |
Emerson Electric Co |
491 |
Closed |
$114.82 |
$0 |
0 |
0% |
-49,000 |
-505 |
0 |
Industrial Electrical... |
|
|
FIW |
First Trust ISE Water |
203 |
Closed |
$107.24 |
$0 |
0 |
0% |
-46,000 |
-489 |
0 |
Closed - End Fund - Debt |
|
|
WAT |
Waters Corp |
235 |
Closed |
$361.79 |
$0 |
0 |
0% |
-141,000 |
-429 |
0 |
Scientific & Technica... |
|
|
VOT |
Van Kampen Municipal Opport... |
267 |
Closed |
$234.37 |
$0 |
0 |
0% |
-21,000 |
-96 |
0 |
Closed - End Fund - Debt |
|
|
VEA |
Vanguard Europe Pacific ETF |
299 |
Closed |
$49.56 |
$0 |
0 |
0% |
-117,000 |
-2,438 |
0 |
Closed - End Fund - F... |
|
|
IHI |
iShares Dow Jones US Medica... |
331 |
Closed |
$56.72 |
$0 |
0 |
0% |
-38,000 |
-704 |
0 |
Closed - End Fund - E... |
|
|
HON |
Honeywell International Inc |
363 |
Closed |
$205.06 |
$0 |
0 |
0% |
-33,000 |
-159 |
0 |
Conglomerates |
|
|
BLV |
Vanguard Long-Term Bond ETF |
382 |
Closed |
$70.80 |
$0 |
0 |
0% |
-116,000 |
-1,562 |
0 |
Closed - End Fund - Debt |
|
|
TER |
Teradyne Inc |
414 |
Closed |
$131.95 |
$0 |
0 |
0% |
-44,000 |
-404 |
0 |
Semiconductor Equipme... |
|
|
OKE |
ONEOK Inc |
446 |
Closed |
$81.61 |
$0 |
0 |
0% |
-23,000 |
-334 |
0 |
Gas Utilities |
|
|
QDF |
Flexshares Quality Dividend... |
478 |
Closed |
$65.96 |
$0 |
0 |
0% |
-71,000 |
-1,150 |
0 |
N/A |
|
|
COIN |
Coinbase Global, Inc. |
190 |
Closed |
$219.91 |
$0 |
0 |
0% |
-36,000 |
-208 |
0 |
N/A |
|
|
RIVN |
Rivian Automotive, Inc. / De |
222 |
Closed |
$0.00 |
$0 |
0 |
0% |
-24,000 |
-1,030 |
0 |
N/A |
|
|
WPC |
WP Carey & Co |
254 |
Closed |
$59.47 |
$0 |
0 |
0% |
-33,000 |
-509 |
0 |
Property Management |
|
|
AES |
AES Corporation |
286 |
Closed |
$21.13 |
$0 |
0 |
0% |
-24,000 |
-1,257 |
0 |
Electric Utilities |
|
|
IAT |
iShares Dow Jones U.S. Regi... |
318 |
Closed |
$40.74 |
$0 |
0 |
0% |
-24,000 |
-580 |
0 |
Closed - End Fund - E... |
|
|
IWZ |
iShares Russell 3000 Growth |
350 |
Closed |
$120.11 |
$0 |
0 |
0% |
-122,000 |
-1,175 |
0 |
Closed - End Fund - E... |
|
|
PPG |
PPG Industries Inc |
369 |
Closed |
$135.04 |
$0 |
0 |
0% |
-73,000 |
-491 |
0 |
Conglomerates |
|
|
DIA |
Diamonds Trust |
401 |
Closed |
$399.28 |
$0 |
0 |
0% |
-21,000 |
-55 |
0 |
Closed - End Fund - E... |
|
|
SHY |
Ishares Barclays 1-3 Treasu... |
433 |
Closed |
$81.53 |
$0 |
0 |
0% |
-74,000 |
-904 |
0 |
Closed - End Fund - E... |
|
|
CL |
Colgate Palmolive Co |
465 |
Closed |
$94.53 |
$0 |
0 |
0% |
-64,000 |
-802 |
0 |
Personal Products |
|
|
DGRO |
iShares Core Dividend Growth |
497 |
Closed |
$58.43 |
$0 |
0 |
0% |
-45,000 |
-828 |
0 |
N/A |
|
|
VTV |
Vanguard Value VIPERS |
209 |
Closed |
$163.36 |
$0 |
0 |
0% |
-182,000 |
-1,216 |
0 |
Closed - End Fund - E... |
|
|
UPS |
United Parcel Service Inc |
241 |
Closed |
$147.94 |
$0 |
0 |
0% |
-144,000 |
-916 |
0 |
AirDelivery & Freight... |
|
|
KR |
Kroger Co |
273 |
Closed |
$54.38 |
$0 |
0 |
0% |
-25,000 |
-538 |
0 |
Grocery Stores |
|
|
VMC |
Vulcan Materials Co |
305 |
Closed |
$270.50 |
$0 |
0 |
0% |
-89,000 |
-391 |
0 |
General Building Mate... |
|
|
NEAR |
Ishares Short Maturity Bond... |
337 |
Closed |
$0.00 |
$0 |
0 |
0% |
-43,000 |
-853 |
0 |
N/A |
|
|
CINF |
Cincinnati Financial Corp |
388 |
Closed |
$117.29 |
$0 |
0 |
0% |
-40,000 |
-388 |
0 |
Property & Casualty I... |
|
|
IYC |
iShares Dow Jones US Consum... |
420 |
Closed |
$79.88 |
$0 |
0 |
0% |
-46,000 |
-605 |
0 |
Closed - End Fund - E... |
|
|
VOO |
Vanguard S&P 500 Etf |
452 |
Closed |
$486.90 |
$0 |
0 |
0% |
-173,000 |
-396 |
0 |
Closed - End Fund - E... |
|
|
IQDG |
Wisdomtree International Qu... |
484 |
Closed |
$0.00 |
$0 |
0 |
0% |
-36,000 |
-1,000 |
0 |
N/A |
|
|
LHX |
L3harris Technologies Inc |
196 |
Closed |
$222.09 |
$0 |
0 |
0% |
-35,000 |
-168 |
0 |
Communication Equipment |
|
|
GILD |
Gilead Sciences Inc |
228 |
Closed |
$67.01 |
$0 |
0 |
0% |
-195,000 |
-2,407 |
0 |
Biotechnology |
|
|
VDC |
Vangaurd Cnsmr Staples VIPER |
260 |
Closed |
$206.43 |
$0 |
0 |
0% |
-97,000 |
-508 |
0 |
Closed - End Fund - E... |
|
|
IWS |
iShares Tr Rssll Midcap Valu |
292 |
Closed |
$125.13 |
$0 |
0 |
0% |
-82,000 |
-703 |
0 |
Closed - End Fund - E... |
|
|
PKW |
Invesco Buyback Achievers ETF |
324 |
Closed |
$105.46 |
$0 |
0 |
0% |
-28,000 |
-282 |
0 |
N/A |
|
|
SPGI |
S&P Global Inc |
356 |
Closed |
$435.70 |
$0 |
0 |
0% |
-140,000 |
-317 |
0 |
Publishing |
|
|
AEP |
American Electric Power Co Inc |
375 |
Closed |
$91.97 |
$0 |
0 |
0% |
-20,000 |
-248 |
0 |
Electric Utilities |
|
|
GLW |
Corning Inc |
407 |
Closed |
$35.11 |
$0 |
0 |
0% |
-123,000 |
-4,028 |
0 |
Communication Equipment |
|
|
AXP |
American Express Co |
439 |
Closed |
$241.70 |
$0 |
0 |
0% |
-27,000 |
-145 |
0 |
Credit Services |
|
|
REMX |
VANECK Vectors Rare Earth/S... |
471 |
Closed |
$54.63 |
$0 |
0 |
0% |
-82,000 |
-1,333 |
0 |
Staffing & Outsourcin... |
|
|
VPL |
Vanguard Pacific Stock Vipers |
215 |
Closed |
$75.35 |
$0 |
0 |
0% |
-56,000 |
-773 |
0 |
Closed - End Fund - E... |
|
|
LYB |
LyondellBasell Industries N.V. |
247 |
Closed |
$100.27 |
$0 |
0 |
0% |
-52,000 |
-545 |
0 |
Specialty Chemicals |
|
|
XLY |
SPDR cnsmr discr sel sect |
279 |
Closed |
$178.95 |
$0 |
0 |
0% |
-58,000 |
-324 |
0 |
Closed - End Fund - E... |
|
|
USHY |
Ishares Broad Usd High Yiel... |
311 |
Closed |
$0.00 |
$0 |
0 |
0% |
-26,000 |
-718 |
0 |
N/A |
|
|
MRO |
Marathon Oil Corp |
343 |
Closed |
$26.44 |
$0 |
0 |
0% |
-170,000 |
-7,024 |
0 |
Oil & Gas Refining, P... |
|
|
DGS |
Wisdomtree Emerging Mkts Sm... |
394 |
Closed |
$52.66 |
$0 |
0 |
0% |
-53,000 |
-1,070 |
0 |
Closed - End Fund - Debt |
|
|
OXY |
Occidental Petroleum Corp |
426 |
Closed |
$63.38 |
$0 |
0 |
0% |
-31,000 |
-512 |
0 |
Independent Oil & Gas |
|
