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Home > Institutional Investor > Resolute Wealth Strategies, Llc > Profile

Instuitional Investor - Resolute Wealth Strategies, Llc

Fund Profile
Filing Period:
Fund Name: Resolute Wealth Strategies, Llc
Portfolio Value $179,119,275
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 131,030 $29,105,637 16.25%
2.
Jpmorgan Active Value Etf - ETF
 166,610 $10,586,371 5.91%
3.
Fidelity Total Bond Etf - ETF
 226,688 $10,348,326 5.78%
4.
Amazon Com Inc
 AMZN 44,707 $8,506,026 4.75%
5.
Pimco Etf Trust
 80,818 $8,131,927 4.54%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)