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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464287523

Shares:3.7K

Value:$694.8K

% of Portfolio:0.4% ($694.8K/$179.1M)

Leidos Holdings, Inc.

LDOS|525327102

Shares:5.1K

Value:$692.7K

% of Portfolio:0.4% ($692.7K/$179.1M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:1.4K

Value:$651.4K

% of Portfolio:0.4% ($651.4K/$179.1M)

33739Q705

Shares:12.5K

Value:$630.3K

% of Portfolio:0.4% ($630.3K/$179.1M)

UNION PACIFIC CORP

UNP|907818108

Shares:2.6K

Value:$609.9K

% of Portfolio:0.3% ($609.9K/$179.1M)

Diamondback Energy, Inc.

FANG|25278X109

Shares:3.8K

Value:$602.7K

% of Portfolio:0.3% ($602.7K/$179.1M)

464287200

IVV|464287200

Shares:1.0K

Value:$579.8K

% of Portfolio:0.3% ($579.8K/$179.1M)

LOWES COMPANIES INC

LOW|548661107

Shares:2.4K

Value:$562.1K

% of Portfolio:0.3% ($562.1K/$179.1M)

Murphy USA Inc.

MUSA|626755102

Shares:1.2K

Value:$556.0K

% of Portfolio:0.3% ($556.0K/$179.1M)

81369Y506

Shares:5.9K

Value:$549.8K

% of Portfolio:0.3% ($549.8K/$179.1M)

92204A504

VHT|92204A504

Shares:2.1K

Value:$545.7K

% of Portfolio:0.3% ($545.7K/$179.1M)

HOME DEPOT, INC.

HD|437076102

Shares:1.5K

Value:$542.1K

% of Portfolio:0.3% ($542.1K/$179.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:3.1K

Value:$526.1K

% of Portfolio:0.3% ($526.1K/$179.1M)

92206C714

Shares:6.0K

Value:$496.2K

% of Portfolio:0.3% ($496.2K/$179.1M)

GOLD FIELDS LTD

GFI|38059T106

Shares:22.2K

Value:$490.5K

% of Portfolio:0.3% ($490.5K/$179.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:2.9K

Value:$478.2K

% of Portfolio:0.3% ($478.2K/$179.1M)

DNP SELECT INCOME FUND INC

DNP|23325P104

Shares:47.6K

Value:$470.4K

% of Portfolio:0.3% ($470.4K/$179.1M)

CHIPOTLE MEXICAN GRILL INC

CMG|169656105

Shares:9.3K

Value:$469.5K

% of Portfolio:0.3% ($469.5K/$179.1M)

Workday, Inc.

WDAY|98138H101

Shares:1.9K

Value:$441.1K

% of Portfolio:0.2% ($441.1K/$179.1M)

COCA COLA CO

KO|191216100

Shares:6.1K

Value:$437.5K

% of Portfolio:0.2% ($437.5K/$179.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464287523)✕	3.7K	QoQ -1.04% (-39) YoY -1.96% (-74)	All Managers (Combined)	$694.8K	0.4% ($694.8K/$179.1M)	QoQ -13.58% (-$109.2K) YoY -18.34% (-$156.1K)
Leidos Holdings, Inc.(LDOScusip525327102)	5.1K	QoQ +1.92% (-97) YoY +0.84% (+43)	All Managers (Combined)	$692.7K	0.4% ($692.7K/$179.1M)	QoQ -4.52% (-$32.8K) YoY +3.81% (+$25.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	1.4K	QoQ -5.25% (-77) YoY +11.65% (+145)	All Managers (Combined)	$651.4K	0.4% ($651.4K/$179.1M)	QoQ -13.09% (-$98.2K) YoY +17.89% (+$98.9K)
(cusip33739Q705)✕	12.5K	QoQ +34.12% (+3.2K) YoY NEW(+12.5K)	All Managers (Combined)	$630.3K	0.4% ($630.3K/$179.1M)	QoQ +34.95% (+$163.2K) YoY NEW(+$630.3K)
UNION PACIFIC CORP(UNPcusip907818108)	2.6K	QoQ +0.58% (+15) YoY +3.44% (-86)	All Managers (Combined)	$609.9K	0.3% ($609.9K/$179.1M)	QoQ +4.18% (+$24.5K) YoY -0.62% (-$3.9K)
Diamondback Energy, Inc.(FANGcusip25278X109)	3.8K	QoQ NEW(+3.8K) YoY NEW(+3.8K)	All Managers (Combined)	$602.7K	0.3% ($602.7K/$179.1M)	QoQ NEW(+$602.7K) YoY NEW(+$602.7K)
(IVVcusip464287200)	1.0K	QoQ -6.94% (-77) YoY +0.68% (+7)	All Managers (Combined)	$579.8K	0.3% ($579.8K/$179.1M)	QoQ -11.19% (-$73.1K) YoY +7.56% (+$40.8K)
LOWES COMPANIES INC(LOWcusip548661107)	2.4K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$562.1K	0.3% ($562.1K/$179.1M)	QoQ -5.49% (-$32.7K) YoY -8.44% (-$51.8K)
Murphy USA Inc.(MUSAcusip626755102)	1.2K	QoQ +0.08% (-1) YoY +0.33% (+4)	All Managers (Combined)	$556.0K	0.3% ($556.0K/$179.1M)	QoQ -6.26% (-$37.2K) YoY +12.50% (+$61.8K)
(cusip81369Y506)✕	5.9K	QoQ -10.11% (-662) YoY +26.67% (+1.2K)	All Managers (Combined)	$549.8K	0.3% ($549.8K/$179.1M)	QoQ -1.93% (-$10.9K) YoY +25.39% (+$111.3K)
(VHTcusip92204A504)	2.1K	QoQ -4.40% (-95) YoY -10.35% (-238)	All Managers (Combined)	$545.7K	0.3% ($545.7K/$179.1M)	QoQ -0.24% (-$1.3K) YoY -12.25% (-$76.2K)
HOME DEPOT, INC.(HDcusip437076102)	1.5K	QoQ +0.40% (-6) YoY +2.28% (-33)	All Managers (Combined)	$542.1K	0.3% ($542.1K/$179.1M)	QoQ -5.41% (-$31.1K) YoY -2.30% (-$12.8K)
PROCTER & GAMBLE Co(PGcusip742718109)	3.1K	QoQ +0.09% (+3) YoY -16.04% (-590)	All Managers (Combined)	$526.1K	0.3% ($526.1K/$179.1M)	QoQ +1.74% (+$9.0K) YoY -11.81% (-$70.5K)
(cusip92206C714)✕	6.0K	QoQ +0.35% (+21) YoY +1.53% (+91)	All Managers (Combined)	$496.2K	0.3% ($496.2K/$179.1M)	QoQ +1.94% (+$9.5K) YoY +6.57% (+$30.6K)
GOLD FIELDS LTD(GFIcusip38059T106)	22.2K	QoQ NEW(+22.2K) YoY NEW(+22.2K)	All Managers (Combined)	$490.5K	0.3% ($490.5K/$179.1M)	QoQ NEW(+$490.5K) YoY NEW(+$490.5K)
JOHNSON & JOHNSON(JNJcusip478160104)	2.9K	QoQ +50.83% (+972) YoY +32.17% (+702)	All Managers (Combined)	$478.2K	0.3% ($478.2K/$179.1M)	QoQ +72.94% (+$201.7K) YoY +38.57% (+$133.1K)
DNP SELECT INCOME FUND INC(DNPcusip23325P104)	47.6K	QoQ +2.16% (+1.0K) YoY +26.58% (+10.0K)	All Managers (Combined)	$470.4K	0.3% ($470.4K/$179.1M)	QoQ +14.55% (+$59.8K) YoY +38.02% (+$129.6K)
CHIPOTLE MEXICAN GRILL INC(CMGcusip169656105)	9.3K	QoQ 0.00% (-0) YoY +2328.57% (-9.0K)	All Managers (Combined)	$469.5K	0.3% ($469.5K/$179.1M)	QoQ -16.73% (-$94.3K) YoY -58.05% (-$649.6K)
Workday, Inc.(WDAYcusip98138H101)	1.9K	QoQ +18.87% (+300) YoY -31.03% (-850)	All Managers (Combined)	$441.1K	0.2% ($441.1K/$179.1M)	QoQ +7.59% (+$31.1K) YoY -40.95% (-$305.9K)
COCA COLA CO(KOcusip191216100)	6.1K	QoQ -0.97% (-60) YoY -14.11% (-1.0K)	All Managers (Combined)	$437.5K	0.2% ($437.5K/$179.1M)	QoQ +13.91% (-$53.4K) YoY +0.53% (-$2.3K)