Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESURGENT FINANCIAL ADVISORS LLC | 02-09-2024 | 12-31-2023 | 499 | 162,865,944 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $8,609,436 | 22,895 | 0.01 | 0.00 | 47 | 0.21 | 12-31-2023 |
| APPLE INC | COM | 2 | $7,833,114 | 40,685 | 0.00 | 0.01 | -2,210 | -5.15 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 3 | $3,849,363 | 8,059 | 0.00 | 0.00 | -1,367 | -14.50 | 12-31-2023 |
| JPMORGAN CHASE & CO | COM | 4 | $3,573,631 | 21,009 | 0.00 | 0.00 | -69 | -0.33 | 12-31-2023 |
