Latest Resolute Wealth Strategies, LLC Stock Portfolio

Resolute Wealth Strategies, LLC Performance:

2025 Q3: 8.63%YTD: 7.49%2024: 18.42%

Performance for 2025 Q3 is 8.63%, and YTD is 7.49%, and 2024 is 18.42%.

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 $218.5 Millions as of 30 Sep, 2025.

The top stock holdings of Resolute Wealth Strategies, LLC are AAPL, , FBND. The fund has invested 15% of it's portfolio in APPLE INC COM and 6.2% of portfolio in JPMORGAN ACTIVE GROWTH ETF.

The fund managers got completely rid off UTILITIES SELECT SECTOR SPDR FUND (XLB) and WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND (DWMF) stocks. They significantly reduced their stock positions in HEALTH CARE SELECT SECTOR SPDR FUND (XLB), JPMORGAN ACTIVE VALUE ETF (BBAX) and MCDONALDS CORP COM (MCD). Resolute Wealth Strategies, LLC opened new stock positions in TECHNOLOGY SELECT SECTOR SPDR FUND (XLB), BAKER HUGHES COMPANY CL A (BKR) and ARISTA NETWORKS INC COM SHS (ANET). The fund showed a lot of confidence in some stocks as they added substantially to JPMORGAN U.S. TECH LEADERS ETF, ENERGY SELECT SECTOR SPDR FUND (XLB) and PALANTIR TECHNOLOGIES INC CL A (PLTR).

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

Our best estimate is that Resolute Wealth Strategies, LLC made a return of 8.63% in the last quarter. In trailing 12 months, it's portfolio return was 10.34%.

New Buys

Ticker	$ Bought
technology select sector spdr fund	1,273,990
baker hughes company cl a	282,089
arista networks inc com shs	244,793
citigroup inc com new	230,274
nextera energy inc com	205,431
global x artificial intelligence & technology etf	200,147
sibanye stillwater ltd sponsored adr	125,888

New stocks bought by Resolute Wealth Strategies, LLC

Additions

Ticker	% Inc.
jpmorgan u.s. tech leaders etf	923
jpmorgan active growth etf	258
energy select sector spdr fund	187
palantir technologies inc cl a	103
ft vest s&p 500 dividend aristocrats target income etf	41.31
jpmorgan active bond etf	31.88
microsoft corp com	14.25
spdr gold shares	13.82

Additions to existing portfolio by Resolute Wealth Strategies, LLC

Reductions

Ticker	% Reduced
health care select sector spdr fund	-69.09
jpmorgan active value etf	-41.67
mcdonalds corp com	-22.98
merck & co inc com	-19.38
jpmorgan equity premium income etf	-17.1
state street spdr s&p dividend etf	-13.31
pimco enhanced short maturity active exchange-traded fund	-12.7
jpmorgan income etf	-12.02

Resolute Wealth Strategies, LLC reduced stake in above stock

Sold off

Ticker	$ Sold
wisdomtree emerging markets multifactor fund	-430,833
utilities select sector spdr fund	-634,825
consumer staples select sector spdr fund	-562,419

Resolute Wealth Strategies, LLC got rid off the above stocks

Sector Distribution

Resolute Wealth Strategies, LLC has about 45.7% of it's holdings in Others sector.

Sector	%
Others	45.7
Technology	24.1
Financial Services	7.4
Communication Services	5.9
Consumer Cyclical	5.8
Industrials	3.7
Healthcare	3.7
Energy	1.8
Consumer Defensive	1.3

Market Cap. Distribution

Resolute Wealth Strategies, LLC has about 51.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
UNALLOCATED	45.7
MEGA-CAP	38.3
LARGE-CAP	13.6
SMALL-CAP	1.5

Stocks belong to which Index?

About 52.6% of the stocks held by Resolute Wealth Strategies, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	50.4
Others	47.4
RUSSELL 2000	2.2

Top 5 Winners (%)		%
HOOD	robinhood mkts inc com cl a	51.9 %
GOOG	alphabet inc cap stk cl a	37.9 %
TSLA	tesla inc com	37.6 %
GOOG	alphabet inc cap stk cl c	37.3 %
SLV	ishares silver trust	29.1 %

Top 5 Winners ($)		$
AAPL	apple inc com	6.4 M
GOOG	alphabet inc cap stk cl c	1.5 M
NVDA	nvidia corporation com	1.3 M
CAT	caterpillar inc com	1.2 M
GOOG	alphabet inc cap stk cl a	0.8 M

Top 5 Losers (%)		%
CMG	chipotle mexican grill inc com	-30.2 %
KO	coca cola co com	-6.3 %
MCO	moodys corp com	-5.0 %
MUSA	murphy usa inc com	-4.5 %
IBM	international business machs com	-4.3 %

Top 5 Losers ($)		$
CMG	chipotle mexican grill inc com	-0.2 M
T	at&t inc com	-0.1 M
V	visa inc com cl a	0.0 M
KO	coca cola co com	0.0 M
LLY	eli lilly & co com	0.0 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 105 stocks in it's portfolio. About 50.5% of the portfolio is in top 10 stocks. CMG proved to be the most loss making stock for the portfolio. AAPL was the most profitable stock for Resolute Wealth Strategies, LLC last quarter.

Last Reported on: 12 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	apple inc com	14.98	128,576	32,739,400	reduced	-0.98

AAXJ	ishares u.s. broker-dealers & securities exchanges etf	0.15	1,897	335,523	added	0.26

ABBV	abbvie inc com	0.52	4,951	1,146,440	added	0.02

ABT	abbott labs com	0.11	1,762	235,960	added	0.06

ACIO	defiance connective technologies etf	0.13	4,621	285,014	added	0.04

AGNG	global x artificial intelligence & technology etf	0.09	4,052	200,147	new

AMD	advanced micro devices inc com	0.19	2,614	422,919	added	8.29

AMGN	amgen inc com	1.33	10,296	2,905,470	added	0.01

AMZN	amazon com inc com	4.56	45,362	9,960,220	added	0.09

ANET	arista networks inc com shs	0.11	1,680	244,793	new

AVGO	broadcom inc com	0.22	1,425	470,154	added	0.71

AXP	american express co com	0.46	3,010	999,950	added	0.07

BAC	bank america corp com	0.23	9,802	505,660	reduced	-1.56

BBAX	jpmorgan active value etf	3.16	100,116	6,904,020	reduced	-41.67

BBAX	jpmorgan equity premium income etf	0.37	14,187	810,102	reduced	-17.1

BBAX	jpmorgan income etf	0.18	8,461	392,657	reduced	-12.02

BGLD	first trust dow jones internet index fund	0.90	7,059	1,975,390	reduced	-2.69

BIL	state street spdr s&p dividend etf	0.17	2,637	369,246	reduced	-13.31

BKR	baker hughes company cl a	0.13	5,790	282,089	new

BNDW	vanguard russell 1000 growth etf	0.42	7,632	919,603	added	0.09