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Resolute Wealth Strategies, LLC13F | |
| Resolute Wealth Strategies, LLC | |
| Last update 2025-05-07 | 100 Stocks (12 new) |
| Value $179.00 Mil | Turnover 8 % |
Resolute Wealth Strategies, LL... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 131,030 | 29,105.6 | -0.94% | 16.250 | -0.16% | 0.000 | +21.96% | -15.93% | 3,136,672.8 | Hardware | |
JAVA | JPMorgan Active Value ETF | 166,610 | 10,586.4 | +167.15% | 5.910 | +3.70% | 0.310 | +16.95% | +5.29% | 3,716.6 | ||
FBND | Fidelity Total Bond ETF | 226,688 | 10,348.3 | -2.76% | 5.780 | -0.15% | 0.060 | +2.09% | +3.53% | 18,462.1 | ||
AMZN | Amazon.com Inc | 44,707 | 8,506.0 | +0.53% | 4.750 | +0.02% | 0.000 | +28.54% | -0.01% | 2,328,803.1 | Retail - Cyclical | |
MINT |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
| 80,818 | 8,131.9 | -4.01% | 4.540 | -0.17% | 0.060 | +1.29% | +2.34% | 13,295.5 | ||
BXSL | Blackstone Secured Lending Fund | 232,023 | 7,508.3 | +7.56% | 4.190 | +0.29% | 0.100 | +18.38% | +0.85% | 7,129.3 | Asset Management | |
BRK.B | Berkshire Hathaway Inc | 11,349 | 6,044.3 | -2.00% | 3.370 | -0.05% | 0.000 | -3.08% | +5.34% | 1,029,721.1 | Insurance | |
NVDA | NVIDIA Corp | 44,699 | 4,844.4 | -38.26% | 2.700 | -1.91% | 0.000 | +66.17% | +19.17% | 3,902,204.2 | Semiconductors | |
CAT | Caterpillar Inc | 13,536 | 4,464.2 | +0.16% | 2.490 | 0% | 0.000 | +44.63% | +9.62% | 185,440.5 | Farm & Heavy Construction Machinery | |
IVE | iShares S&P 500 Value ETF | 23,342 | 4,448.5 | -1.04% | 2.480 | -0.02% | 0.010 | +17.71% | +4.22% | 39,472.8 |
Resolute Wealth Strategies, LLC's Historical Top Holdings Breakdowns
Resolute Wealth Strategies, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JAVA | JPMorgan Active Value ETF | 2025-03-31 | Add Add | +3.70% | 61.9 ($64.92) 66.89 | $66.22 | 2.00% | Add 167.15% | 166,610 | 104,245 | |
GEV | GE Vernova Inc | 2025-03-31 | Sold Out Sold Out | -2.07% | 270.13 ($348.71) 437.71 | $530.00 | 51.99% | Sold Out | 0 | -12,214 | |
IVW | iShares S&P 500 Growth ETF | 2025-03-31 | Reduce Reduce | -2.05% | 92.45 ($100.81) 106.69 | $109.90 | 9.02% | Reduce -46.35% | 45,407 | -39,228 | |
TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Taiwan Semiconductor Manufacturing Co Ltd
| 2025-03-31 | Sold Out Sold Out | -2.05% | 165.25 ($194.34) 224.62 | $227.86 | 17.25% | Sold Out | 0 | -20,180 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.91% | 106.98 ($126.74) 149.43 | $160.00 | 26.24% | Reduce -38.26% | 44,699 | -27,700 | |
JGRO | JPMorgan Active Growth ETF | 2025-03-31 | Reduce Reduce | -0.90% | 73.37 ($80.4) 85.29 | $85.68 | 6.57% | Reduce -36.63% | 37,513 | -21,683 | |
DVY | iShares Select Dividend ETF | 2025-03-31 | Sold Out Sold Out | -0.41% | 128.58 ($134.09) 138.1 | $135.96 | 1.39% | Sold Out | 0 | -6,124 | |
FANG | Diamondback Energy Inc | 2025-03-31 | New Buy New Buy | +0.34% | 139.9 ($161.26) 180.18 | $143.76 | -10.85% | New holding | 3,770 | 3,770 | |
BXSL | Blackstone Secured Lending Fund | 2025-03-31 | Add Add | +0.29% | 31.3 ($32.97) 34.5 | $31.04 | -5.85% | Add 7.56% | 232,023 | 16,309 | |
RDDT | Reddit Inc | 2025-03-31 | Reduce Reduce | -0.28% | 104.9 ($165.28) 225.23 | $145.96 | -11.69% | Reduce -21.03% | 12,470 | -3,320 |
Resolute Wealth Strategies, LLC Total Holding History ($B)
Resolute Wealth Strategies, LLC's Asset Allocation
Resolute Wealth Strategies, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Resolute Wealth Strategies, LLC's Hypothetical Growth since 2025-03-31
Resolute Wealth Strategies, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Resolute Wealth Strategies, LLC's Holdings Heat Map
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Resolute Wealth Strategies, LLC's Holdings Bubble Chart
Resolute Wealth Strategies, LLC News
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