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Latest Resolute Wealth Strategies, LLC Stock Portfolio

$231Million | No. of Holdings #114

Resolute Wealth Strategies, LLC Performance

2026 Q1-3.96%
YTD-3.96%
2025+15.40%

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

On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Resolute Wealth Strategies, LLC reported an equity portfolio of $231.8 Millions as of 31 Mar, 2026. <br><br> The top stock holdings of Resolute Wealth Strategies, LLC are AAPL, , FBND. The fund has invested 14.1% of it's portfolio in APPLE INC COM and 5.9% of portfolio in JPMORGAN ACTIVE GROWTH ETF. <br><br> The fund managers got completely rid off JPMORGAN U.S. TECH LEADERS ETF, STATE STREET FINANCIAL SELECT SECTOR SPDR ETF (XLB) and INTUITIVE SURGICAL INC COM NEW (ISRG) stocks. They significantly reduced their stock positions in STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF (XLB), ISHARES SILVER TRUST (SLV) and GOLD FIELDS LTD SPONSORED ADR (GFI). Resolute Wealth Strategies, LLC opened new stock positions in STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF (XLB), ISHARES U.S. AEROSPACE & DEFENSE ETF (AAXJ) and GE VERNOVA INC COM. The fund showed a lot of confidence in some stocks as they added substantially to WARNER BROS DISCOVERY INC COM SER A (WBD), MICROSOFT CORP COM (MSFT) and FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF (FCVT).
Resolute Wealth Strategies, LLC Equity Portfolio Value
Last Reported on: 07 May, 2026
$231Million
  as of May 07, 2026

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

Our best estimate is that Resolute Wealth Strategies, LLC made a return of -3.96% in the last quarter. In trailing 12 months, it's portfolio return was 16.04%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
state street industrial select sector spdr etf5,067,010
ishares u.s. aerospace & defense etf2,432,560
state street materials select sector spdr etf774,822
ge vernova inc com337,014
phillips 66 com234,466
ishares core s&p small cap etf230,267
western digital corp com229,105
pfizer inc com219,204
New stocks bought by Resolute Wealth Strategies, LLC

Additions

Ticker% Inc.
warner bros discovery inc com ser a87.61
microsoft corp com86.86
ft vest s&p 500 dividend aristocrats target income etf63.63
kraneshares artificial intelligence & technology etf57.82
ft vest rising dividend achievers target income etf37.97
nextera energy inc com32.39
mcdonalds corp com31.97
broadcom inc com30.61
Additions to existing portfolio by Resolute Wealth Strategies, LLC

Reductions

Ticker% Reduced
state street technology select sector spdr etf-64.33
ishares silver trust-40.7
gold fields ltd sponsored adr-37.8
agnico eagle mines ltd com-37.2
vanguard health care etf-17.68
unitedhealth group inc com-13.38
defiance connective technologies etf-12.57
first trust dow jones internet index fund-10.44
Resolute Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker$ Sold
jpmorgan u.s. tech leaders etf-3,074,450
b2gold corp com-102,269
state street financial select sector spdr etf-674,570
sibanye stillwater ltd sponsored adr-159,600
chipotle mexican grill inc com-223,628
global x artificial intelligence & technology etf-206,104
dollar gen corp new com-200,679
state street health care select sector spdr etf-200,571
Resolute Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Resolute Wealth Strategies, LLC has about 45% of it's holdings in Others sector.

  • Others
  • Technology
  • Communication Services
  • Financial Services
  • Consumer Cyclical
  • Industrials
  • Healthcare
  • Energy
  • Consumer Defensive
Sector%
Others45
Technology23.5
Communication Services6.5
Financial Services6.1
Consumer Cyclical5.2
Industrials4.9
Healthcare4
Energy2.7
Consumer Defensive1.5

Market Cap. Distribution

Resolute Wealth Strategies, LLC has about 52.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • MEGA-CAP
  • UNALLOCATED
  • LARGE-CAP
  • MID-CAP
Category%
MEGA-CAP46.1
UNALLOCATED45
LARGE-CAP6.7
MID-CAP2.2

Stocks belong to which Index?

About 53.7% of the stocks held by Resolute Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50051.8
Others46.3
RUSSELL 20001.9
Top 5 Winners (%)%
MPC
marathon pete corp com
50.1 %
XOM
exxon mobil corp com
40.9 %
XLB
state street energy select sector spdr etf
36.9 %
BKR
baker hughes company cl a
33.5 %
MUR
murphy oil corp com
32.0 %
Top 5 Winners ($)$
CAT
caterpillar inc com
1.7 M
XOM
exxon mobil corp com
1.0 M
GLD
spdr gold shares
0.6 M
T
at&t inc com
0.6 M
MUR
murphy oil corp com
0.3 M
Top 5 Losers (%)%
reddit inc cl a
-41.4 %
HOOD
robinhood mkts inc com cl a
-38.5 %
SHOP
shopify inc cl a sub vtg shs
-26.1 %
BX
blackstone inc com
-25.4 %
MSFT
microsoft corp com
-19.0 %
Top 5 Losers ($)$
AAPL
apple inc com
-2.3 M
MSFT
microsoft corp com
-1.8 M
SHOP
shopify inc cl a sub vtg shs
-1.3 M
jpmorgan active growth etf
-1.3 M
BX
blackstone inc com
-1.1 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 114 stocks in it's portfolio. About 50.8% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. CAT was the most profitable stock for Resolute Wealth Strategies, LLC last quarter.

$231.76MTotal Value
123Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of Resolute Wealth Strategies, LLC, last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares U.S. Aerospace & Defense Etf

Ishares U.S. Aerospace & Defense Etf

AAXJ
Resolute Wealth Strategies, LLC's holding in Ishares U.S. Aerospace & Defense Etf over time
1.05%11,120
$2.43M
1.05%
new position
AAXJ
Ishares U.S. Broker-Dealers & Securities Exchanges Etf

Ishares U.S. Broker-Dealers & Securities Exchanges Etf

AAXJ
Resolute Wealth Strategies, LLC's holding in Ishares U.S. Broker-Dealers & Securities Exchanges Etf over time
0.13%1,849
$303.6K
0.13%
increased 0.43 percentadded
ACIO
Defiance Connective Technologies Etf

Defiance Connective Technologies Etf

ACIO
Resolute Wealth Strategies, LLC's holding in Defiance Connective Technologies Etf over time
0.11%3,736
$254.7K
0.11%
decreased 12.57 percentreduced
AEM
Agnico Eagle Mines Ltd Com

Agnico Eagle Mines Ltd Com

AEM
Resolute Wealth Strategies, LLC's holding in Agnico Eagle Mines Ltd Com over time
0.2%2,237
$454.0K
0.2%
decreased 37.2 percentreduced
AFK
Vaneck Semiconductor Etf

Vaneck Semiconductor Etf

AFK
Resolute Wealth Strategies, LLC's holding in Vaneck Semiconductor Etf over time
0.1%579
$221.9K
0.1%
unchanged 0 percentunchanged
AGNG
Global X Artificial Intelligence & Technology Etf

Global X Artificial Intelligence & Technology Etf

AGNG
Resolute Wealth Strategies, LLC's holding in Global X Artificial Intelligence & Technology Etf over time
0%0.00
$0.00
0%
decreased 100 percentsold off
BBAX
Jpmorgan Active Value Etf

Jpmorgan Active Value Etf

BBAX
Resolute Wealth Strategies, LLC's holding in Jpmorgan Active Value Etf over time
3.47%112,106
$8.04M
3.47%
increased 5.4 percentadded
BBAX
Jpmorgan Equity Premium Income Etf

Jpmorgan Equity Premium Income Etf

BBAX
Resolute Wealth Strategies, LLC's holding in Jpmorgan Equity Premium Income Etf over time
0.35%14,190
$804.3K
0.35%
increased 1.88 percentadded
BBAX
Jpmorgan Income Etf

Jpmorgan Income Etf

BBAX
Resolute Wealth Strategies, LLC's holding in Jpmorgan Income Etf over time
0.16%7,879
$363.0K
0.16%
decreased 4.91 percentreduced
BGLD
First Trust Dow Jones Internet Index Fund

First Trust Dow Jones Internet Index Fund

BGLD
Resolute Wealth Strategies, LLC's holding in First Trust Dow Jones Internet Index Fund over time
0.64%6,304
$1.48M
0.64%
decreased 10.44 percentreduced