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 |
|---|---|---|---|---|---|---|---|---|---|
| VERIZON COMMUNICATIONS INC | COM | 101 | $570,865 | 13,605 | 0.00 | 0.00 | 672 | 5.20 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 102 | $555,851 | 1,222 | 0.00 | 0.00 | -216 | -15.02 | 03-31-2024 |
| INVESCO QQQ TR | UNIT SER 1 | 103 | $540,333 | 14,700 | 0.00 | 0.00 | 7,563 | 105.97 | 03-31-2024 |
| SPDR INDEX SHS FDS | PORTFOLIO DEVLPD | 104 | $536,561 | 14,971 | 0.00 | 0.00 | -2,905 | -16.25 | 03-31-2024 |
