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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 : 8     View All Holdings Currently Viewing:  Unchanged 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
   (SYBT)1 Year Chart         SYBT Stock Yards Bancorp Inc 37 - $49.07 $1,337,000 27,328 0.71% -70,000 0 0.12    Domestic Regional Banks
   (PBT)1 Year Chart         PBT Permian Basin Royalty Trust 92 - $12.93 $581,000 48,000 0.31% -89,000 0 0.103    Diversified Investments
   (WTRG)1 Year Chart         WTRG Essential Utilities Ord Shs 101 - $51.94 $534,000 14,413 0.28% -4,000 0 0    Water Utilities
   (PBR)1 Year Chart         PBR Petroleo Brasileiro S.A. (ADR) 160 - $15.23 $238,000 15,620 0.13% -11,000 0 0    Oil & Gas Drilling & ...
   (PFG)1 Year Chart         PFG Principal Financial Group Inc 170 - $84.28 $219,000 2,532 0.12% 20,000 0 0.001    Life & Health Insurance
   (ARLP)1 Year Chart         ARLP Alliance Resource Partners LP 185 - $22.74 $201,000 10,000 0.11% -11,000 0 0    Nonmetallic Mineral M...
   (HL)1 Year Chart         HL Hecla Mining Co 188 - $5.49 $48,000 10,000 0.03% 0 0 0.002    Silver
   (IAG)1 Year Chart         IAG IAMGOLD Corporation (USA) 189 - $4.40 $33,000 10,000 0.02% 8,000 0 0.002    Gold

      8 Records Found
  1    
Page 1 of 1
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