Resurgent Financial Advisors LLC
Top Portfolio Positions
146 positions ·
$192,933,845 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
44,171 | $12,701,812 | 6.58% | |
| NVDA |
Nvidia Corp
Technology
|
70,429 | $12,282,817 | 6.37% | |
| MSFT |
Microsoft Corp
Technology
|
32,877 | $12,170,079 | 6.31% | |
| AAPL |
Apple Inc.
Technology
|
43,983 | $11,162,445 | 5.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,127 | $7,248,858 | 3.76% | |
| SPY |
Spdr S&P 500 ETF Trust
|
8,946 | $5,817,941 | 3.02% | |
| JNJ |
Johnson & Johnson
Healthcare
|
19,700 | $4,815,468 | 2.50% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
16,156 | $4,752,448 | 2.46% | |
| V |
Visa Inc.
Financial Services
|
15,002 | $4,534,204 | 2.35% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,745 | $4,364,308 | 2.26% |
Portfolio Trend
18 quarters · across all stocks
Holdings in GWH
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,259 | 15,606 | Shares | Sole | 2026-05-13 | |
| No 13F history on record for this holder in this stock. | ||||||