Long-term investor
Resurgent Financial Advisors LLC @resurgentfinancialadviso
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001912339).
Record
- Tracked since 2025-06-30 (448 days), 275 trades recorded
- Returns: week n/a · month n/a · 90 days +7.6% · 6 months n/a · 1 year +15.1% · all +15.1%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 5.3% · long · since 2025-06-30
- NVDA · 4.8% · long · since 2025-06-30
- AAPL · 4.4% · long · since 2025-06-30
- MSFT · 4.2% · long · since 2025-06-30
- BRK-B · 2.6% · long · since 2025-06-30
- V · 1.9% · long · since 2025-06-30
- LLY · 1.9% · long · since 2025-06-30
- AVGO · 1.8% · long · since 2025-06-30
- 921908844 · 1.6% · long · since 2025-06-30
- JNJ · 1.6% · long · since 2025-06-30
- JPM · 1.5% · long · since 2025-06-30
- AMZN · 1.4% · long · since 2025-06-30