Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESURGENT FINANCIAL ADVISORS LLC | 05-10-2024 | 03-31-2024 | 193 | 187,646,707 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $9,914,118 | 23,564 | 0.01 | 0.01 | 669 | 2.92 | 03-31-2024 |
| APPLE INC | COM | 2 | $6,967,433 | 40,631 | 0.00 | 0.00 | -54 | -0.13 | 03-31-2024 |
| ISHARES TR | RUS 1000 VAL ETF | 3 | $6,121,012 | 34,174 | 0.00 | 0.00 | 17,042 | 99.47 | 03-31-2024 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 4 | $6,019,274 | 32,962 | 0.00 | 0.00 | 17,424 | 112.14 | 03-31-2024 |
