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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 : 50     View All Holdings Currently Viewing:  Decreased 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
   (AAPL)1 Year Chart         AAPL Apple Inc 2 - $189.87 $6,967,000 40,631 3.72% -866,000 -54 0    Personal Computers
   (HD)1 Year Chart         HD Home Depot Inc 10 - $344.21 $3,112,000 8,112 1.66% 225,000 -218 0.001    Home Improvement Stores
   (CVX)1 Year Chart         CVX Chevron Corp 14 - $162.67 $2,613,000 16,563 1.39% 61,000 -544 0.001    Integrated Oil & Gas
   (ETN)1 Year Chart         ETN Eaton Corp 16 - $330.24 $2,413,000 7,718 1.29% 243,000 -1,291 0.002    Diversified Machinery
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 22 - $154.64 $2,015,000 12,740 1.08% -23,000 -263 0    Drug Manufacturers - ...
   (MPC)1 Year Chart         MPC Marathon Petroleum Corp 24 - $179.67 $2,006,000 9,953 1.07% 488,000 -276 0.002    Oil & Gas Refining, P...
   (MDLZ)1 Year Chart         MDLZ Mondelez International Inc 25 - $71.23 $1,826,000 26,086 0.97% -105,000 -576 0.002    Food - Major Diversified
   (MRK)1 Year Chart         MRK Merck & Co Inc 27 - $131.20 $1,712,000 12,974 0.91% 177,000 -1,109 0.001    Drug Manufacturers - ...
   (AMGN)1 Year Chart         AMGN Amgen Inc 42 - $312.47 $1,140,000 4,010 0.61% -38,000 -79 0.001    Biotechnology
   (AGG)1 Year Chart         AGG iShares Barclays Agency Bond 43 - $96.77 $1,128,000 11,514 0.6% -223,000 -2,101 0    Closed - End Fund - E...
   (PEP)1 Year Chart         PEP Pepsico Inc 45 - $182.19 $1,096,000 6,265 0.58% -70,000 -599 0    Beverage Soft Drinks...
   (NEE)1 Year Chart         NEE NextEra Energy 58 - $76.09 $926,000 14,486 0.49% 37,000 -142 0    Electric Utilities
   (MSI)1 Year Chart         MSI Motorola Inc 60 - $367.80 $865,000 2,438 0.46% 88,000 -44 0.001    Communication Equipment
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 62 - $0.00 $843,000 5,130 0.45% -81,000 -1,148 0    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 68 - $262.30 $829,000 3,190 0.44% 52,000 -84 0    Closed - End Fund - E...
   (MA)1 Year Chart         MA MasterCard Inc A 71 - $460.27 $773,000 1,605 0.41% 70,000 -43 0    Business Services
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 72 - $274.28 $766,000 2,956 0.41% 84,000 -61 0.001    Property & Casualty I...
   (MS)1 Year Chart         MS Morgan Stanley 82 - $100.22 $673,000 7,145 0.36% -134,000 -1,513 0    Investment Brokerage ...
   (RSG)1 Year Chart         RSG Republic Services Inc 83 - $188.16 $661,000 3,452 0.35% -42,000 -808 0.001    Waste Management
   (IVW)1 Year Chart         IVW ishares tr S&P 500 BARRA GR 90 - $86.29 $597,000 7,070 0.32% -181,000 -3,286 0.001    Closed - End Fund - E...
   (CELH)1 Year Chart         CELH Celsius Holdings Inc 95 - $93.02 $574,000 6,927 0.31% 138,000 -1,072 0    Beverage Soft Drinks...
   (TXN)1 Year Chart         TXN Texas Instruments Inc 94 - $195.02 $574,000 3,294 0.31% -48,000 -357 0.003    Semiconductor- Broad...
   (LMT)1 Year Chart         LMT Lockheed Martin Corp 97 - $466.20 $556,000 1,222 0.3% -96,000 -216 0    Aerospace/Defense - M...
   (GWL)1 Year Chart         GWL St Spdr S&P Wld Xus 98 - $36.53 $537,000 14,971 0.29% -71,000 -2,905 0.002    Closed - End Fund - E...
   (TJX)1 Year Chart         TJX TJX Companies Inc 100 - $100.29 $534,000 5,267 0.28% 13,000 -283 0    Discount, Variety Stores
   (FERG)1 Year Chart         FERG Ferguson plc 107 - $210.70 $489,000 2,237 0.26% -38,000 -491 0.001    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 111 - $166.42 $465,000 2,554 0.25% 54,000 -100 0    Drug Manufacturers - ...
   (HES)1 Year Chart         HES Hess Corporation 112 - $158.11 $462,000 3,027 0.25% 5,000 -144 0.001    Oil & Gas Refining, P...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 118 - $54.95 $433,000 8,395 0.23% -56,000 -1,270 0    N/A
   (APD)1 Year Chart         APD Air Products & Chemicals Inc 122 - $262.70 $415,000 1,711 0.22% -87,000 -121 0.001    Diversified Chemicals
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 123 - $39.27 $411,000 9,491 0.22% -549,000 -12,405 0    CATV Systems
   (CSCO)1 Year Chart         CSCO Cisco Systems Inc 128 - $48.17 $392,000 7,854 0.21% -1,189,000 -23,442 0    Networking & Communic...
   (EMXC)1 Year Chart         EMXC Ishares Msci Emerging Marke... 129 - $0.00 $382,000 6,630 0.2% -27,000 -759 0.001    N/A
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 138 - $91.39 $355,000 3,748 0.19% -95,000 -803 0    Closed - End Fund - E...
   (TGT)1 Year Chart         TGT Target Corp 139 - $160.13 $351,000 1,981 0.19% 60,000 -61 0    Discount, Variety Stores
   (IYW)1 Year Chart         IYW iShares Trust DJ US Sector 143 - $138.02 $337,000 2,495 0.18% 22,000 -69 0.001    Closed - End Fund - E...
   (MCHP)1 Year Chart         MCHP Microchip Technology Inc 146 - $94.33 $328,000 3,654 0.17% -35,000 -368 0.001    Semiconductor - Speci...
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 148 - $107.19 $313,000 2,877 0.17% -163,000 -1,420 0.001    Closed - End Fund - E...
   (AMT)1 Year Chart         AMT American Tower Corp 150 - $194.51 $307,000 1,555 0.16% -32,000 -16 0    Integrated Telecommun...
   (XLV)1 Year Chart         XLV SPDR Select Sector Health 151 - $146.31 $300,000 2,031 0.16% -215,000 -1,743 0    Closed - End Fund - E...
   (TFLO)1 Year Chart         TFLO Ishares Treasury Floating R... 155 - $0.00 $272,000 5,361 0.15% -125,000 -2,508 0.001    N/A
   (GOOG)1 Year Chart         GOOG Alphabet Inc 161 - $177.29 $234,000 1,534 0.12% 17,000 -5 0    Search Engines & Info...
   (C)1 Year Chart         C Citigroup Inc 166 - $64.07 $230,000 3,636 0.12% -35,000 -1,518 0    Domestic Money Center...
   (ESGU)1 Year Chart         ESGU Ishares Msci Usa Esg Optimized 167 - $0.00 $228,000 1,985 0.12% -42,000 -591 0    N/A
   (BP)1 Year Chart         BP BP Plc (ADR) 169 - $37.49 $221,000 5,874 0.12% 13,000 -2 0    Integrated Oil & Gas
   (IFRA)1 Year Chart         IFRA Ishares Us Infrastructure Etf 172 - $0.00 $218,000 5,021 0.12% -151,000 -4,139 0    N/A
   (AWK)1 Year Chart         AWK American Water Works Compan... 174 - $133.76 $210,000 1,716 0.11% -17,000 -4 0.007    Multi Utilities
   (PM)1 Year Chart         PM Philip Morris International... 180 - $99.83 $206,000 2,248 0.11% -6,000 -5 0    Cigarettes & Other To...
   (PSJ)1 Year Chart         PSJ Invesco Dynamic Software ETF 179 - $44.98 $206,000 4,559 0.11% -36,000 -1,713 0.113    Closed - End Fund - Debt
   (SHV)1 Year Chart         SHV iShares Barclays Short Trea... 183 - $110.32 $202,000 1,823 0.11% -28,000 -262 0.001    Closed - End Fund - E...

      50 Records Found
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