Latest Resolute Wealth Strategies, LLC Stock Portfolio

Resolute Wealth Strategies, LLC Performance:

2025 Q1: -4.34%YTD: -4.34%2024: 17.92%

Performance for 2025 Q1 is -4.34%, and YTD is -4.34%, and 2024 is 17.92%.

About Resolute Wealth Strategies, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Resolute Wealth Strategies, LLC reported an equity portfolio of $179.1 Millions as of 31 Mar, 2025.

The top stock holdings of Resolute Wealth Strategies, LLC are AAPL, BBAX, FBND. The fund has invested 16.2% of it's portfolio in APPLE INC COM and 5.9% of portfolio in JPMORGAN ACTIVE VALUE ETF.

The fund managers got completely rid off GE VERNOVA INC COM, TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS (TSM) and ISHARES SELECT DIVIDEND ETF (IJR) stocks. They significantly reduced their stock positions in ISHARES S&P 500 GROWTH ETF (IJR), NVIDIA CORPORATION COM (NVDA) and JPMORGAN ACTIVE GROWTH ETF. Resolute Wealth Strategies, LLC opened new stock positions in DIAMONDBACK ENERGY INC COM (FANG), GOLD FIELDS LTD SPONSORED ADR and PALANTIR TECHNOLOGIES INC CL A (PLTR). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN ACTIVE VALUE ETF (BBAX), SOUTHERN CO COM (SO) and META PLATFORMS INC CL A (META).

Resolute Wealth Strategies, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Resolute Wealth Strategies, LLC made a return of -4.34% in the last quarter. In trailing 12 months, it's portfolio return was 8.14%.

New Buys

Ticker	$ Bought
diamondback energy inc com	602,697
gold fields ltd sponsored adr	490,483
agnico eagle mines ltd com	427,804
palantir technologies inc cl a	395,498
wisdomtree emerging markets multifactor fund	333,067
vanguard s&p 500 etf	251,890
jpmorgan u.s. tech leaders etf	237,785
abbott labs com	236,959

New stocks bought by Resolute Wealth Strategies, LLC

Additions

Ticker	% Inc.
jpmorgan active value etf	167
southern co com	84.3
meta platforms inc cl a	83.88
johnson & johnson com	50.84
jpmorgan income etf	48.07
tesla inc com	44.39
ft vest s&p 500 dividend aristocrats target income etf	34.12
ft vest rising dividend achievers target income etf	33.9

Additions to existing portfolio by Resolute Wealth Strategies, LLC

Reductions

Ticker	% Reduced
ishares s&p 500 growth etf	-46.35
nvidia corporation com	-38.26
jpmorgan active growth etf	-36.63
health care select sector spdr fund	-25.53
spdr s&p dividend etf	-22.2
reddit inc cl a	-21.03
energy select sector spdr fund	-10.11
waste mgmt inc del com	-9.44

Resolute Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
taiwan semiconductor mfg ltd sponsored ads	-3,985,370
ge vernova inc com	-4,017,550
csx corp com	-206,683
ishares select dividend etf	-804,009
chevron corp new com	-424,317
vanguard s&p 500 growth etf	-200,480

Resolute Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Resolute Wealth Strategies, LLC has about 45.5% of it's holdings in Others sector.

Sector	%
Others	45.5
Technology	22
Financial Services	7.8
Consumer Cyclical	6.3
Communication Services	5.6
Healthcare	4.8
Industrials	3.3
Energy	2.6
Consumer Defensive	1.5

Market Cap. Distribution

Resolute Wealth Strategies, LLC has about 51.7% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	45.5
MEGA-CAP	37.7
LARGE-CAP	14
SMALL-CAP	1.6
MID-CAP	1.1

Stocks belong to which Index?

About 53.3% of the stocks held by Resolute Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	50.8
Others	46.7
RUSSELL 2000	2.5

Top 5 Winners (%)		%
T	at&t inc com	24.1 %
AMGN	amgen inc com	19.5 %
GLD	spdr gold shares	18.8 %
SLV	ishares silver trust	17.7 %
HCA	hca healthcare inc com	15.1 %

Top 5 Winners ($)		$
T	at&t inc com	0.7 M
GLD	spdr gold shares	0.5 M
AMGN	amgen inc com	0.5 M
XOM	exxon mobil corp com	0.2 M
SLV	ishares silver trust	0.1 M

Top 5 Losers (%)		%
TSLA	tesla inc com	-32.4 %
AVGO	broadcom inc com	-23.4 %
BX	blackstone inc com	-18.9 %
GOOG	alphabet inc cap stk cl a	-17.8 %
GOOG	alphabet inc cap stk cl c	-17.6 %

Top 5 Losers ($)		$
AAPL	apple inc com	-3.7 M
NVDA	nvidia corporation com	-1.4 M
AMZN	amazon com inc com	-1.3 M
BX	blackstone inc com	-0.9 M
GOOG	alphabet inc cap stk cl c	-0.8 M

Resolute Wealth Strategies, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Resolute Wealth Strategies, LLC

Resolute Wealth Strategies, LLC has 100 stocks in it's portfolio. About 52.5% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. T was the most profitable stock for Resolute Wealth Strategies, LLC last quarter.

Last Reported on: 07 May, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	16.25	131,030	29,105,600	reduced	-0.94

AAXJ	ishares u.s. broker-dealers & securities exchanges etf	0.18	2,301	322,406	added	0.26

ABBV	abbvie inc com	0.58	4,948	1,036,630	added	31.67

ABT	abbott labs com	0.13	1,786	236,959	new

ACIO	defiance connective technologies etf	0.12	4,843	205,832	added	0.06

AMD	advanced micro devices inc com	0.17	2,934	301,439	added	20.00

AMGN	amgen inc com	1.79	10,295	3,207,460	unchanged	0.00

AMZN	amazon com inc com	4.75	44,707	8,506,030	added	0.53

AVGO	broadcom inc com	0.12	1,240	207,613	new

AXP	american express co com	0.65	4,321	1,162,540	added	22.17

BAC	bank america corp com	0.24	10,160	423,996	added	10.22

BBAX	jpmorgan active value etf	5.91	166,610	10,586,400	added	167

BBAX	jpmorgan equity premium income etf	0.54	16,781	958,872	reduced	-3.49

BBAX	jpmorgan income etf	0.46	17,836	821,686	added	48.07

BGLD	first trust dow jones internet index fund	0.94	7,584	1,684,790	reduced	-0.35

BGLD	first trust nyse arca biotechnology index fund	0.13	1,327	225,790	unchanged	0.00

BIL	spdr s&p dividend etf	0.23	3,031	411,201	reduced	-22.2

BNDW	vanguard russell 1000 growth etf	0.40	7,618	706,850	added	0.11

BNDW	vanguard russell 1000 value etf	0.28	6,011	496,183	added	0.35

BOND	pimco enhanced short maturity active exchange-traded fund	4.54	80,818	8,131,930	reduced	-4.01