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
101PepsiCo Inc 3,884603.1K $
102Vanguard Mid-Cap Growth ETF 2,334600.7K $
103AT&T Inc 20,412591.7K $
104BlackRock ETF Trust II 11,287586.1K $
105iShares Core MSCI Emerging Markets ETF 8,382584.7K $
106iShares Trust 10,931583.1K $
107VanEck Morningstar Wide Moat ETF 6,030583.1K $
108Essential Utilities Inc 14,413580.4K $
109BlackRock ETF Trust 15,963578.2K $
110Vertex Pharmaceuticals Inc 1,260562.6K $
111iShares 5-10 Year Investment Grade Corporate Bond ETF 10,492558.4K $
112Global X 1-3 Month T-Bill ETF 5,529554.9K $
113Union Pacific Corp 2,252546.4K $
114iShares Silver Trust 8,008545.7K $
115Casey's General Stores Inc 741539.3K $
116Global X Artificial Intelligence & Technology ETF 11,164521K $
117Vanguard Mega Cap Growth ETF 1,415519.9K $
118Intel Corp 11,696516.1K $
119PIMCO Enhanced Short Maturity 5,120514.9K $
120Ishares Inc 6,516512.5K $
121Corning Inc 3,761511.4K $
122Schwab International Dividend Equity ETF 16,092509.5K $
123iShares Trust 10,151508K $
124Republic Services Inc 2,313506.6K $
125State Street SPDR Portfolio Emerging Markets ETF 10,750504.3K $
126iShares Trust 7,309500.4K $
127Robinhood Markets Inc 7,065489.6K $
128iShares Core U.S. Aggregate Bond ETF 4,844480.9K $
129VanEck Semiconductor ETF 1,231471.8K $
130Shell PLC 5,001465.1K $
131Principal Exchange-Traded Funds 24,441460K $
132iShares Trust 4,722459.1K $
133Waste Management Inc 1,997458.9K $
134Southern Co/The 4,723455.9K $
135VanEck Agribusiness ETF 5,376454.3K $
136Lockheed Martin Corp 746450.8K $
137Honeywell International Inc 1,958442.5K $
138Intuitive Surgical Inc 957441.2K $
139Advanced Micro Devices Inc 2,140435.3K $
140Permian Basin Royalty Trust 20,000430.4K $
141iShares Trust 4,238426.9K $
142BlackRock ETF Trust 10,389426.6K $
143Thermo Fisher Scientific Inc 861423.2K $
144Air Products and Chemicals Inc 1,454422.4K $
145Avantis Emerging Markets Equity ETF 5,179417.3K $
146State Street Utilities Select Sector SPDR ETF 9,080416.7K $
147Duke Energy Corp 3,162414K $
148T-Mobile US Inc 1,970413.8K $
149GE Vernova Inc 473412.5K $
150Invesco S&P 500 Momentum ETF 3,675412K $
151INVESCO EXCHANGE-TRADED FUND TRUST II 1,727410.4K $
152Highwoods Properties Inc 19,153410.1K $
153Palo Alto Networks Inc 2,538406.9K $
154Vanguard High Dividend Yield E 2,738405.5K $
155United Therapeutics Corp 677401.4K $
156Palantir Technologies Inc 2,730399.3K $
157Stock Yards Bancorp Inc 5,954394.7K $
158International Business Machines Corp. 1,627394.4K $
159McDonald's Corp. 1,242386K $
160Comfort Systems USA Inc 279384.7K $
161Vanguard Malvern Funds 7,644381.8K $
162Cintas Corp 2,227376.7K $
163Alphabet Inc 1,276366K $
164Oracle Corp 2,459361.7K $
165M&T Bank Corp 1,728357.2K $
166Vanguard S&P 500 ETF 594355K $
167iShares iBoxx USD Investment Grade Corporate Bond ETF 3,195348.2K $
168Albemarle Corp 1,933347K $
169Natixis Loomis Sayles Focused Growth ETF 8,754344.8K $
170Select Sector Spdr Trust 6,948343K $
171Select Sector Spdr Trust 2,089337.9K $
172Reaves Utility Income Fund 8,393329.7K $
173Petroleo Brasileiro SA - Petrobras 15,526322.2K $
174iShares Core S&P Mid-Cap ETF 4,759321.4K $
175Netflix Inc 3,313318.5K $
176iShares Trust 4,191310.9K $
177J P Morgan Exchange Traded Fund Trust 4,861310.7K $
178State Street Health Care Select Sector SPDR ETF 2,100307.9K $
179Williams Cos Inc/The 4,229307.8K $
180Omega Healthcare Investors Inc 7,022307.7K $
181Schwab Strategic Trust 9,824299.6K $
182Capital One Financial Corp 1,641299.4K $
183Simplify Exchange Traded Funds 9,866298.2K $
184Global X Funds 4,182296.3K $
185Kratos Defense & Security Solutions, Inc. 4,168293.9K $
186Vanguard Total International S 3,788292.1K $
187iShares Core MSCI EAFE ETF 3,224291.9K $
188Consolidated Edison Inc 2,574291.3K $
189Crowdstrike Holdings Inc 734286.6K $
190Liquidia Corp 7,500283.1K $
191Weyerhaeuser Co 11,386278.2K $
192Alliance Resource Partners LP 10,000276.5K $
193iShares MSCI EAFE Growth ETF 2,461274.1K $
194Abbott Laboratories 2,570263.9K $
195SPDR Gold Shares 596256.5K $
196CVS Health Corp 3,548254.8K $
197Philip Morris International Inc. 1,535253.8K $
198Targa Resources Corp 1,000250.7K $
199Bristol-Myers Squibb Co 4,094248.3K $
200Gladstone Land Corp 24,192246.8K $