Resolute-Wealth-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABT",
  "ABBV",
  "VONG",
  null,
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "EHC",
  "SFBS",
  "HD",
  null,
  "MCD",
  "UNP",
  "META",
  null,
  "IVW",
  "MPC",
  "MSFT",
  null,
  null,
  null,
  "BX",
  null,
  "VHT",
  "DNP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "LDOS",
  "PLTR",
  "PG",
  "MRK",
  "AMGN",
  "SHW",
  "SHOP",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "BTG",
  null,
  null,
  "TRMK",
  "VIG",
  "RNST",
  null,
  "GFI",
  null,
  "MUR",
  "MUSA",
  "HAL",
  "AMD",
  "SDY",
  "WM",
  null,
  "AMZN",
  "IVE",
  "HCA",
  "PFG",
  null,
  "UCB",
  "EGP",
  null,
  null,
  "VGT",
  "VUG",
  "VOO",
  "V",
  "WMT",
  "WDAY",
  "AEM",
  null,
  "SO",
  "SBSW",
  "RDDT",
  "BAC",
  "BRK-B",
  "CMG",
  "KO",
  "FANG",
  "MCO",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 100
Total Value: 179119275
Accession Number: 0001765380-25-000179
Form Type: 13F-HR
CIK: resolute-wealth-strategies
Manager Name: Resolute-Wealth-Strategies

Data Enrichment

78% identified

78 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

100 positions • $179.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Apple Inc.

AAPL|037833100

Shares:131.0K

Value:$29.1M

% of Portfolio:16.2% ($29.1M/$179.1M)

46641Q167

Shares:166.6K

Value:$10.6M

% of Portfolio:5.9% ($10.6M/$179.1M)

316188309

Shares:226.7K

Value:$10.3M

% of Portfolio:5.8% ($10.3M/$179.1M)

AMAZON COM INC

AMZN|023135106

Shares:44.7K

Value:$8.5M

% of Portfolio:4.7% ($8.5M/$179.1M)

72201R833

Shares:80.8K

Value:$8.1M

% of Portfolio:4.5% ($8.1M/$179.1M)

Blackstone Secured Lending Fund

BXSL|09261X102

Shares:232.0K

Value:$7.5M

% of Portfolio:4.2% ($7.5M/$179.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:11.3K

Value:$6.0M

% of Portfolio:3.4% ($6.0M/$179.1M)

NVIDIA CORP

NVDA|67066G104

Shares:44.7K

Value:$4.8M

% of Portfolio:2.7% ($4.8M/$179.1M)

CATERPILLAR INC

CAT|149123101

Shares:13.5K

Value:$4.5M

% of Portfolio:2.5% ($4.5M/$179.1M)

464287408

IVE|464287408

Shares:23.3K

Value:$4.4M

% of Portfolio:2.5% ($4.4M/$179.1M)

464287309

IVW|464287309

Shares:45.4K

Value:$4.2M

% of Portfolio:2.4% ($4.2M/$179.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:7.1K

Value:$4.0M

% of Portfolio:2.2% ($4.0M/$179.1M)

Blackstone Inc.

BX|09260D107

Shares:27.1K

Value:$3.8M

% of Portfolio:2.1% ($3.8M/$179.1M)

AT&T INC.

T|00206R102

Shares:131.8K

Value:$3.7M

% of Portfolio:2.1% ($3.7M/$179.1M)

Alphabet Inc.

GOOG|02079K107

Shares:22.4K

Value:$3.5M

% of Portfolio:2.0% ($3.5M/$179.1M)

SPDR GOLD TRUST

GLD|78463V107

Shares:12.0K

Value:$3.5M

% of Portfolio:1.9% ($3.5M/$179.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:13.5K

Value:$3.3M

% of Portfolio:1.8% ($3.3M/$179.1M)

AMGEN INC

AMGN|031162100

Shares:10.3K

Value:$3.2M

% of Portfolio:1.8% ($3.2M/$179.1M)

SHOPIFY INC.

SHOP|82509L107

Shares:33.2K

Value:$3.2M

% of Portfolio:1.8% ($3.2M/$179.1M)

MICROSOFT CORP

MSFT|594918104

Shares:8.1K

Value:$3.1M

% of Portfolio:1.7% ($3.1M/$179.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	131.0K	QoQ -0.93% (-1.2K) YoY -5.78% (-8.0K)	All Managers (Combined)	$29.1M	16.2% ($29.1M/$179.1M)	QoQ -12.13% (-$4.0M) YoY +22.03% (-$5.3M)
(cusip46641Q167)✕	166.6K	QoQ +167.15% (+104.2K) YoY +216.96% (+114.0K)	All Managers (Combined)	$10.6M	5.9% ($10.6M/$179.1M)	QoQ +168.16% (+$6.6M) YoY +236.28% (+$7.4M)
(cusip316188309)✕	226.7K	QoQ -2.76% (-6.4K) YoY -13.90% (-36.6K)	All Managers (Combined)	$10.3M	5.8% ($10.3M/$179.1M)	QoQ -1.07% (-$112.4K) YoY -13.25% (-$1.6M)
AMAZON COM INC(AMZNcusip023135106)	44.7K	QoQ +0.52% (-234) YoY +0.22% (+102)	All Managers (Combined)	$8.5M	4.7% ($8.5M/$179.1M)	QoQ -12.82% (-$1.3M) YoY +5.71% (+$460.1K)
(cusip72201R833)✕	80.8K	QoQ -4.00% (-3.4K) YoY NEW(+80.8K)	All Managers (Combined)	$8.1M	4.5% ($8.1M/$179.1M)	QoQ -3.73% (-$315.8K) YoY NEW(+$8.1M)
Blackstone Secured Lending Fund(BXSLcusip09261X102)	232.0K	QoQ +7.56% (+16.3K) YoY +4.54% (+10.1K)	All Managers (Combined)	$7.5M	4.2% ($7.5M/$179.1M)	QoQ +7.72% (+$538.6K) YoY +8.60% (+$595.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	11.3K	QoQ -2.00% (-232) YoY -3.45% (-406)	All Managers (Combined)	$6.0M	3.4% ($6.0M/$179.1M)	QoQ +15.14% (-$794.8K) YoY +22.27% (-$1.1M)
NVIDIA CORP(NVDAcusip67066G104)	44.7K	QoQ -38.26% (-27.7K) YoY +497.66% (-37.2K)	All Managers (Combined)	$4.8M	2.7% ($4.8M/$179.1M)	QoQ -50.17% (-$4.9M) YoY -28.31% (-$1.9M)
CATERPILLAR INC(CATcusip149123101)	13.5K	QoQ +0.16% (-22) YoY -11.96% (-1.8K)	All Managers (Combined)	$4.5M	2.5% ($4.5M/$179.1M)	QoQ -8.93% (-$438.1K) YoY -20.75% (-$1.2M)
(IVEcusip464287408)	23.3K	QoQ -1.03% (-245) YoY -6.18% (-1.5K)	All Managers (Combined)	$4.4M	2.5% ($4.4M/$179.1M)	QoQ -1.19% (-$53.7K) YoY -4.29% (-$199.5K)
(IVWcusip464287309)	45.4K	QoQ -46.34% (-39.2K) YoY -48.52% (-42.8K)	All Managers (Combined)	$4.2M	2.4% ($4.2M/$179.1M)	QoQ -50.94% (-$4.4M) YoY -43.41% (-$3.2M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	7.1K	QoQ -2.95% (-217) YoY -2.64% (-194)	All Managers (Combined)	$4.0M	2.2% ($4.0M/$179.1M)	QoQ -7.36% (-$317.4K) YoY +4.10% (-$157.5K)
Blackstone Inc.(BXcusip09260D107)	27.1K	QoQ 0.00% (-2) YoY +0.11% (+30)	All Managers (Combined)	$3.8M	2.1% ($3.8M/$179.1M)	QoQ -18.93% (-$884.7K) YoY +6.52% (+$231.9K)
AT&T INC.(Tcusip00206R102)	131.8K	QoQ +0.49% (+651) YoY +0.26% (+352)	All Managers (Combined)	$3.7M	2.1% ($3.7M/$179.1M)	QoQ +24.81% (+$741.3K) YoY +61.11% (+$1.4M)
Alphabet Inc.(GOOGcusip02079K107)	22.4K	QoQ -2.51% (-578) YoY -8.05% (-2.0K)	All Managers (Combined)	$3.5M	2.0% ($3.5M/$179.1M)	QoQ -20.02% (-$877.1K) YoY -5.65% (-$210.1K)
SPDR GOLD TRUST(GLDcusip78463V107)	12.0K	QoQ +1.85% (+219) YoY -44.23% (-9.5K)	All Managers (Combined)	$3.5M	1.9% ($3.5M/$179.1M)	QoQ +21.21% (+$605.1K) YoY -21.89% (-$969.0K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	13.5K	QoQ +3.66% (+476) YoY -5.23% (-743)	All Managers (Combined)	$3.3M	1.8% ($3.3M/$179.1M)	QoQ +6.08% (+$189.3K) YoY +16.05% (-$456.7K)
AMGEN INC(AMGNcusip031162100)	10.3K	QoQ 0.00% (+0) YoY 0.00% (+1)	All Managers (Combined)	$3.2M	1.8% ($3.2M/$179.1M)	QoQ +19.53% (+$524.2K) YoY +9.58% (+$280.6K)
SHOPIFY INC.(SHOPcusip82509L107)	33.2K	QoQ +0.27% (-90) YoY +3.94% (+1.3K)	All Managers (Combined)	$3.2M	1.8% ($3.2M/$179.1M)	QoQ -9.96% (-$350.8K) YoY +28.60% (+$705.4K)
MICROSOFT CORP(MSFTcusip594918104)	8.1K	QoQ +11.65% (-848) YoY +12.05% (-874)	All Managers (Combined)	$3.1M	1.7% ($3.1M/$179.1M)	QoQ -0.56% (-$17.2K) YoY -0.01% (-$479)