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
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 $