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 |
|---|---|---|---|---|---|---|---|---|---|
| TARGET CORP | COM | 151 | $290,822 | 2,042 | 0.00 | 0.00 | -99 | -4.62 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US MID-CAP ETF | 152 | $282,485 | 3,750 | 0.00 | 0.00 | -178 | -4.53 | 12-31-2023 |
| SPDR SER TR | S&P BIOTECH | 153 | $281,132 | 3,149 | 0.00 | 0.00 | -3,037 | -49.09 | 12-31-2023 |
| ORACLE CORP | COM | 154 | $278,862 | 2,645 | 0.00 | 0.00 | 90 | 3.52 | 12-31-2023 |
