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 descending	% Portfolio	Shares Held	$ Value	Type	% Change
	AAPL	apple inc com	16.25	131,030	29,105,600	reduced	-0.94
Historical Trend of APPLE INC COM Position Held By Resolute Wealth Strategies, LLC What % of Portfolio is AAPL?: Number of AAPL shares held: Change in No. of Shares Held:
	BBAX	jpmorgan active value etf	5.91	166,610	10,586,400	added	167

	FBND	fidelity total bond etf	5.78	226,688	10,348,300	reduced	-2.76

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

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

		blackstone secd lending fd common stock	4.19	232,023	7,508,280	added	7.56

		berkshire hathaway inc del cl b new	3.37	11,349	6,044,340	reduced	-2.00

	NVDA	nvidia corporation com	2.70	44,699	4,844,440	reduced	-38.26

	CAT	caterpillar inc com	2.49	13,536	4,464,220	added	0.16

	IJR	ishares s&p 500 value etf	2.48	23,342	4,448,530	reduced	-1.04

	IJR	ishares s&p 500 growth etf	2.35	45,407	4,215,140	reduced	-46.35

	SPY	spdr s&p 500 etf trust	2.23	7,134	3,990,680	reduced	-2.95

	BX	blackstone inc com	2.11	27,094	3,787,220	reduced	-0.01

	T	at&t inc com	2.08	131,846	3,728,620	added	0.5

	GOOG	alphabet inc cap stk cl c	1.96	22,425	3,503,480	reduced	-2.51

	GLD	spdr gold shares	1.93	12,000	3,457,680	added	1.86

	JPM	jpmorgan chase & co. com	1.84	13,458	3,301,160	added	3.67

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

		shopify inc cl a sub vtg shs	1.77	33,215	3,171,370	added	0.27

	MSFT	microsoft corp com	1.70	8,125	3,050,210	added	11.65