Titelia

Holdings of Resurgent Financial Advisors LLC

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Net assets
-
Positions
229 in 4 countries
Top ten
30.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Blackstone Inc 2,141246.2K $
202Bank of America Corp 5,014244.4K $
203Coca-Cola Co/The 3,153239.8K $
204Lowe's Cos Inc 988233.4K $
205Interactive Brokers Group Inc 3,474233K $
206VANGUARD WORLD FUND 965228K $
207iShares MSCI USA Momentum Factor ETF 943226.3K $
208iShares Core MSCI Europe ETF 3,220226.3K $
209iShares Trust 623222.1K $
210Micron Technology Inc 651219.9K $
211Target Corp 1,807219K $
212Principal Financial Group Inc 2,414217.5K $
213FS KKR Capital Corp 21,362217.5K $
214Vanguard Growth ETF 497217K $
215Invesco QQQ Trust Series 1 352203.4K $
216VanEck Uranium and Nuclear ETF 1,524203K $
217Vanguard World Fund 1,392201.8K $
218Recursion Pharmaceuticals Inc 44,200135.7K $
219Eaton Vance Short Duration Diversified Income Fund 12,149129.9K $
220MFS Multimkt In Tr 27,443126.8K $
221abrdn Income Credit Strategies Fund 20,033102.2K $
222T1 Energy Inc 14,50063.7K $
223IDEAL POWER INC 20,04056.7K $
224Eos Energy Enterprises Inc 10,15050.3K $
225Solid Power Inc 11,05033.2K $
226Blaize Holdings Inc 17,00030.9K $
227Plug Power Inc 12,50028.3K $
228Sidus Space Inc 12,00027.8K $
229ESS TECH INC 15,60618.3K $

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Sector breakdown

  • Technology 19.6 %
  • Financials 9.6 %
  • Health care 8.8 %
  • Communication 7.1 %
  • Funds 6.6 %
  • Industrials 4.7 %
  • Energy 4.0 %
  • Consumer discretionary 3.1 %
  • Consumer staples 3.1 %
  • Utilities 1.0 %
  • Materials 0.4 %
  • Real estate 0.4 %
  • Unattributed 31.5 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 99.3 %
  • Taiwan 0.4 %
  • United Kingdom 0.2 %
  • Brazil 0.1 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States226258.1M $99.26 %
2Taiwan11.1M $0.44 %
3United Kingdom1465.1K $0.18 %
4Brazil1322.2K $0.12 %
Cite this page

Titelia. "Holdings of Resurgent Financial Advisors LLC". https://titelia.com/en/funds/US13F1912339