Resolute Wealth Strategies, LLC
CIK 1973981 · Holdings on Sep 30, 2023 · First reported Nov 13, 2023
Top ten holdings
Q3 2023- AAPL18.22%
- FBND7.07%
- IVW6.44%
- BXSL4.72%
- IVE4.54%
- AMZN4.43%
- CAT3.38%
- BRK.B3.05%
- GLD2.76%
- BXMT2.59%
Share classes counted separately57.20%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INCStock View history and evidence | $24.36M | 18.22% | 142.31K shares | — | ↗▾ | |
| 02 | FBNDFIDELITY TOTAL BOND ETFETF View history and evidence | $9.46M | 7.07% | 217.20K shares | — | ↗▾ | |
| 03 | IVWISHARES S&P 500 GROWTH ETFETF View history and evidence | $8.61M | 6.44% | 125.81K shares | — | ↗▾ | |
| 04 | BXSLBLACKSTONE SECURED LENDING FCEF View history and evidence | $6.32M | 4.72% | 230.82K shares | — | ↗▾ | |
| 05 | IVEISHARES S&P 500 VALUE ETFETF View history and evidence | $6.07M | 4.54% | 39.48K shares | — | ↗▾ | |
| 06 | AMZNAMAZON.COM INCStock View history and evidence | $5.93M | 4.43% | 46.63K shares | — | ↗▾ | |
| 07 | CATCATERPILLAR INCStock View history and evidence | $4.52M | 3.38% | 16.55K shares | — | ↗▾ | |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BStock View history and evidence | $4.08M | 3.05% | 11.63K shares | — | ↗▾ | |
| 09 | GLDSPDR GOLD SHARESETF View history and evidence | $3.69M | 2.76% | 21.53K shares | — | ↗▾ | |
| 10 | BXMTBLACKSTONE MORTGAGE TRU-CL AREIT View history and evidence | $3.47M | 2.59% | 159.57K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 4
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NOBL PROSHARES S&P 500 DIVIDEND A | Non-derivative | — | — | SEC filing ↗ | |
| TRMK TRUSTMARK CORP | Non-derivative | — | — | SEC filing ↗ | |
| MCO MOODY'S CORP | Non-derivative | — | — | SEC filing ↗ |
3 / 4 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1973981 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 133753156
}Research all 88 reported holdings.
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