Resurgent Financial Advisors LLC
Top Portfolio Positions
145 positions ·
$185,899,907 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
44,171 | $12,701,812 | 6.83% | |
| NVDA |
Nvidia Corp
Technology
|
70,429 | $12,282,817 | 6.61% | |
| MSFT |
Microsoft Corp
Technology
|
32,877 | $12,170,079 | 6.55% | |
| AAPL |
Apple Inc.
Technology
|
43,983 | $11,162,445 | 6.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,946 | $5,817,941 | 3.13% | |
| JNJ |
Johnson & Johnson
Healthcare
|
19,700 | $4,815,468 | 2.59% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,156 | $4,752,448 | 2.56% | |
| V |
Visa Inc.
Financial Services
|
15,002 | $4,534,204 | 2.44% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,745 | $4,364,308 | 2.35% | |
| AVGO |
Broadcom Inc.
Technology
|
12,640 | $3,912,206 | 2.10% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ARBE
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,531 | 27,100 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,978 | 27,100 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $29,535 | 17,900 | Shares | Sole | 2025-11-13 | |
| No 13F history on record for this holder in this stock. | ||||||