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Resolute Wealth Strategies, LLC13F | |
| Resolute Wealth Strategies, LLC | |
| Last update 2024-08-13 | 95 Stocks (4 new) |
| Value $174.00 Mil | Turnover 2 % |
| Portfolio Report | |
Resolute Wealth Strategies, LL... Top Holdings of 2024-06-30
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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 | 136,665 | 28784.370 | -1.74% | 16.590 | -0.25% | 0.000 | +3.37% | +17.23% | 3389420.990 | Hardware | |
FBND | Fidelity Total Bond ETF | 266,424 | 11970.440 | +1.19% | 6.900 | +0.08% | - | -1.76% | -1.47% | 14941.150 | ||
NVDA | NVIDIA Corp | 76,236 | 9418.180 | +1.93% | 5.430 | +0.10% | 0.000 | +35.79% | +198.98% | 3638044.300 | Semiconductors | |
AMZN | Amazon.com Inc | 44,894 | 8675.840 | +0.65% | 5.000 | +0.03% | 0.000 | +25.04% | +37.27% | 2197111.550 | Retail - Cyclical | |
IVW | iShares S&P 500 Growth ETF | 87,351 | 8083.420 | -0.98% | 4.660 | -0.04% | - | +14.31% | +34.54% | 56202.004 | ||
TSM | Taiwan Semiconductor Manufacturing Co Ltd | 37,992 | 6603.430 | +1.16% | 3.810 | +0.04% | 0.000 | +14.62% | +86.06% | 994534.562 | Semiconductors | |
BXSL | Blackstone Secured Lending Fund | 208,486 | 6383.850 | -6.06% | 3.680 | -0.25% | 0.100 | +5.84% | +20.36% | 6372.000 | Asset Management | |
CAT | Caterpillar Inc | 14,897 | 4962.040 | -3.11% | 2.860 | -0.11% | 0.000 | +17.44% | +35.13% | 189746.208 | Farm & Heavy Construction Machinery | |
GLD | SPDR Gold Shares ETF | 22,243 | 4782.470 | +3.37% | 2.760 | +0.09% | - | +5.10% | +25.57% | 73253.994 | ||
BRK.B | Berkshire Hathaway Inc | 11,755 | 4782.000 | 0% | 2.760 | 0% | 0.000 | +8.41% | +30.82% | 1005063.987 | Insurance |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BXMT | Blackstone Mortgage Trust Inc | 2024-06-30 | Sold Out | -1.79% | 16.71 ($18.05) 19.67 | $18.26 | 1.16% | Sold Out | 0 | -147,991 | |
JGRO | JPMorgan Active Growth ETF | 2024-06-30 | Add | +0.33% | 65.6 ($70.79) 75.87 | $81.72 | 15.44% | Add 17.87% | 50,108 | 7,598 | |
BXSL | Blackstone Secured Lending Fund | 2024-06-30 | Reduce | -0.25% | 30.45 ($31.29) 32.5 | $30.87 | -1.34% | Reduce -6.06% | 208,486 | -13,446 | |
AAPL | Apple Inc | 2024-06-30 | Reduce | -0.25% | 165 ($186.49) 216.67 | $224.23 | 20.24% | Reduce -1.74% | 136,665 | -2,414 | |
JAVA | JPMorgan Active Value ETF | 2024-06-30 | Add | +0.20% | 56.88 ($58.99) 60.48 | $66.85 | 13.32% | Add 11.29% | 58,498 | 5,934 | |
RTX | RTX Corp | 2024-06-30 | New Buy | +0.15% | 97.55 ($103.4) 108.44 | $123.37 | 19.31% | New holding | 2,674 | 2,674 | |
CVS | CVS Health Corp | 2024-06-30 | Sold Out | -0.15% | 53.63 ($62.55) 79.56 | $54.03 | -13.62% | Sold Out | 0 | -3,189 | |
NVO | Novo Nordisk A/S | 2024-06-30 | New Buy | +0.14% | 122.71 ($132.51) 146.91 | $107.06 | -19.21% | New holding | 1,701 | 1,701 | |
SMH | VanEck Vectors Semiconductor ETF | 2024-06-30 | New Buy | +0.12% | 199.21 ($234.5) 276.76 | $251.86 | 7.40% | New holding | 818 | 818 | |
JBND | JPMorgan Active Bond ETF | 2024-06-30 | New Buy | +0.12% | 51.05 ($51.8) 52.62 | $52.67 | 1.68% | New holding | 3,856 | 3,856 |
Resolute Wealth Strategies, LLC Total Holding History ($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 2024-06-30
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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