Resurgent Financial Advisors »

SPDR DJ Wilshire Large Cap shares owned by Resurgent Financial Advisors

Quarter-by-quarter ownership of SPDR DJ Wilshire Large Cap (SPLG) shares owned by Resurgent Financial Advisors from 13F filings

Historical chart of Resurgent Financial Advisors investment in SPDR DJ Wilshire Large Cap

Tip: Access up to 7 years of quarterly data

All positions including SPDR DJ Wilshire Large Cap held by Resurgent Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR DJ Wilshire Large Cap by Resurgent Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.8M 31k 55.90
2023-09-30 $648k 13k 50.26
2023-06-30 $45k 863 52.11

More positions owned by Resurgent Financial Advisors

Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
JPMorgan Chase & Co. (JPM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Home Depot (HD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Specialized Funds Div App Etf (VIG)
Chevron Corporation (CVX)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Eaton Corp SHS (ETN)
ConocoPhillips (COP)
Johnson & Johnson (JNJ)

View all positions for Resurgent Financial Advisors

Top funds holding SPDR DJ Wilshire Large Cap

Creative Planning
Advance Capital Management
Jpmorgan Chase & Co
Bank of America Corporation
AE Wealth Management
Advisor Group Holdings
CWM
Advocacy Wealth Management Services
Assetmark
Gradient Investments
Private Advisor
Monticello Wealth Management
Wealthcare Advisory Partners
GM Advisory
Capital Analysts

View all funds holding SPDR DJ Wilshire Large Cap