Sign In
test

SARAH J SUTTON

Resurgent Financial Advisors Llc

Assets Managed
$276.923M
Holdings
256
Last Quarter
2026 - Q1
Filed Date
1mo 18d ago
Growth Rate
38.86%(2Q avg: 18.37%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Resurgent Financial Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 256 positions.

Assets under management

The assets under management (AUM) of Resurgent Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 276.923M in assets, with a quarterly growth rate of 38.86% and a 2-quarter average growth rate of 18.37%. The portfolio is managed by SARAH J SUTTON, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 158.97%
4.59%
$12.702M
44,171 shares@ $287.57 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 130.04%
4.44%
$12.283M
70,429 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 62.24%
4.4%
$12.17M
32,877 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Increased 32.11%
4.04%
$11.163M
43,983 shares@ $253.8 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 31.28%
2.62%
$7.249M
15,127 shares@ $479.2 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Increased 69.73%
2.11%
$5.818M
8,946 shares@ $650.33 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 60.97%
1.74%
$4.816M
19,700 shares@ $244.45 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Increased 3.56%
1.74%
$4.803M
22,336 shares@ $215.06 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -3.65%
1.72%
$4.752M
16,156 shares@ $294.16 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 312.03%
1.64%
$4.534M
15,002 shares@ $302.25 avg price

1-10 of 256