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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 $258,259,966
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 127,167 $36,797,023 14.26%
2.
Jpmorgan Active Growth Etf - ETF
 166,483 $16,413,587 6.36%
3.
Caterpillar Inc
 CAT 12,273 $13,069,319 5.06%
4.
Fidelity Total Bond Etf - ETF
 260,923 $11,869,375 4.6%
5.
Amazon Com Inc
 AMZN 46,411 $11,061,688 4.29%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.