Titelia

Holdings of Resurgent Financial Advisors LLC

229 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 30.6 % of the equity sleeve

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 classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.3 %
  • TW 0.4 %
  • GB 0.2 %
  • BR 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US226258.1M $99.26 %
2TW11.1M $0.44 %
3GB1465.1K $0.18 %
4BR1322.2K $0.12 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 44,17112.7M $
2NVIDIA Corp 69,82912.2M $
3Microsoft Corp 32,87712.2M $
4Apple Inc 43,98311.2M $
5Berkshire Hathaway Inc 15,1277.2M $
6State Street SPDR S&P 500 ETF Trust 7,8465.1M $
7Johnson & Johnson 19,7004.8M $
8VANGUARD DIVIDEND APPRECIATION VANGUARD DIVIDEND APPREC ETF 22,3364.8M $
9JPMorgan Chase & Co 16,1564.8M $
10Visa Inc 15,0024.5M $
11Eli Lilly & Co 4,7454.4M $
12Broadcom Inc 12,6403.9M $
13Exxon Mobil Corp 22,9293.9M $
14Texas Pacific Land Corp 8,0403.8M $
15Amazon.com Inc 17,2273.6M $
16Walmart Inc 28,0173.5M $
17iShares Trust 16,0273.4M $
18McKesson Corp 3,8843.4M $
19Meta Platforms Inc 5,5873.2M $
20Mastercard Inc 6,2673.1M $
21ConocoPhillips 21,4602.8M $
22Stryker Corp 8,3692.8M $
23Chevron Corp 12,8522.7M $
24Invesco CurrencyShares Euro Cu 23,8572.5M $
25iShares Core S&P 500 ETF 3,8752.5M $
26WW Grainger Inc 2,1942.4M $
27Intuit Inc 5,4662.4M $
28Quanta Services Inc 3,6632M $
29Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 26,7292M $
30SPDR Series Trust 25,3751.9M $
31J P Morgan Exchange Traded Fund Trust 34,3201.9M $
32WisdomTree Trust 36,2671.8M $
33RTX Corp 9,4581.8M $
34Wisdomtree Trust 19,7131.8M $
35iShares Trust 17,1471.7M $
36iShares Trust 36,1481.7M $
37S&P Global Inc 3,8351.6M $
38Global X Funds 22,0271.6M $
39NextEra Energy Inc 16,6441.5M $
40iShares Trust 13,4631.5M $
41Marathon Petroleum Corp 6,1881.5M $
42iShares Trust 7,0921.5M $
43BlackRock ETF Trust 25,6701.5M $
44WisdomTree Trust 27,4701.4M $
45Pfizer Inc 50,9871.4M $
46iShares Core S&P Small-Cap ETF 11,4661.4M $
47Altria Group, Inc. 21,3131.4M $
48Costco Wholesale Corp 1,3791.4M $
49Home Depot Inc/The 4,1661.4M $
50Automatic Data Processing Inc 6,4171.3M $
51iShares 0-5 Year High Yield Corporate Bond ETF 30,0031.3M $
52Amgen Inc 3,5831.3M $
53State Street SPDR S&P Global Natural Resources ETF 15,7301.2M $
54ServiceNow Inc 11,1771.2M $
55Vanguard International Dividend Appreciation ETF 13,0631.2M $
56abrdn Physical Gold Shares ETF 25,7411.1M $
57Taiwan Semiconductor Manufacturing Co Ltd 3,3751.1M $
58Vanguard Index Funds 5,2391.1M $
59PIMCO Multisector Bond Active 41,0461.1M $
60Select Sector Spdr Trust 17,2091.1M $
61Amphenol Corp 8,2761M $
62Cisco Systems, Inc. 13,4441M $
63Pacer Funds Trust 16,1061M $
64Verizon Communications Inc 19,595983.7K $
65Realty Income Corp 14,962915.4K $
66Vanguard Total Stock Market ETF 2,852915.1K $
67Tesla Inc 2,431903.7K $
68TJX Cos Inc/The 5,625898.3K $
69State Street SPDR Portfolio Developed World ex-US ETF 19,606895K $
70Danaher Corp 4,718894.5K $
71Morgan Stanley 5,322875.8K $
72Uber Technologies Inc 12,070868.2K $
73CME Group Inc 2,936867.1K $
74SPDR Series Trust 6,755862.8K $
75AbbVie Inc 3,946858.2K $
76iShares MBS ETF 8,955850.3K $
77Global X SuperDividend ETF 32,879830.5K $
78iShares Russell 2000 ETF 3,296817.4K $
79iShares Preferred and Income S 26,587806.1K $
80Schwab U.S. Aggregate Bond ETF 32,799761.6K $
81Pimco Dynamic Income Fd 44,409759.8K $
82Kinder Morgan, Inc. 22,632758.9K $
83Markel Group Inc 395756.1K $
84iShares Trust 10,107751.5K $
85Procter & Gamble Co/The 5,103737.1K $
86iShares Trust 3,814731.6K $
87iShares Bitcoin Trust ETF 18,900726.1K $
88Motorola Solutions Inc 1,658719.5K $
89Global X Funds 21,190703.9K $
90JPMorgan Income ETF 15,148697.9K $
91iShares Trust 30,253693.1K $
92Schwab U.S. Large-Cap ETF 27,027693K $
93Deere & Co 1,229692.3K $
94Schwab Strategic Trust 23,574686.7K $
95Merck & Co Inc 5,453655.9K $
96First Trust Exchange-Traded Fund II 13,062647.7K $
97iShares Core S&P Total U.S. Stock Market ETF 4,493639.9K $
98Exchange Traded Concepts Trust 9,684636.9K $
99Texas Instruments Inc 3,253631.5K $
100First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund 3,689603.4K $