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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81369Y407

Shares:1.5K

Value:$291.4K

% of Portfolio:0.2% ($291.4K/$179.1M)

UNITED COMMUNITY BANKS INC

UCB|90984P303

Shares:10.2K

Value:$287.9K

% of Portfolio:0.2% ($287.9K/$179.1M)

MCDONALDS CORP

MCD|580135101

Shares:909

Value:$284.0K

% of Portfolio:0.2% ($284.0K/$179.1M)

HALLIBURTON CO

HAL|406216101

Shares:11.1K

Value:$281.7K

% of Portfolio:0.2% ($281.7K/$179.1M)

MOODYS CORP /DE/

MCO|615369105

Shares:600

Value:$279.4K

% of Portfolio:0.2% ($279.4K/$179.1M)

81369Y209

Shares:1.9K

Value:$274.4K

% of Portfolio:0.2% ($274.4K/$179.1M)

PRINCIPAL FINANCIAL GROUP INC

PFG|74251V102

Shares:3.0K

Value:$256.7K

% of Portfolio:0.1% ($256.7K/$179.1M)

922908363

VOO|922908363

Shares:490

Value:$251.9K

% of Portfolio:0.1% ($251.9K/$179.1M)

92204A702

VGT|92204A702

Shares:452

Value:$245.1K

% of Portfolio:0.1% ($245.1K/$179.1M)

46654Q732

Shares:3.5K

Value:$237.8K

% of Portfolio:0.1% ($237.8K/$179.1M)

ABBOTT LABORATORIES

ABT|002824100

Shares:1.8K

Value:$237.0K

% of Portfolio:0.1% ($237.0K/$179.1M)

ENTERPRISE PRODUCTS PARTNERS L.P.

EPD|293792107

Shares:6.9K

Value:$235.1K

% of Portfolio:0.1% ($235.1K/$179.1M)

921908844

VIG|921908844

Shares:1.2K

Value:$233.3K

% of Portfolio:0.1% ($233.3K/$179.1M)

33733E203

Shares:1.3K

Value:$225.8K

% of Portfolio:0.1% ($225.8K/$179.1M)

Broadcom Inc.

AVGO|11135F101

Shares:1.2K

Value:$207.6K

% of Portfolio:0.1% ($207.6K/$179.1M)

46654Q716

Shares:3.9K

Value:$206.4K

% of Portfolio:0.1% ($206.4K/$179.1M)

26922A289

Shares:4.8K

Value:$205.8K

% of Portfolio:0.1% ($205.8K/$179.1M)

Encompass Health Corp

EHC|29261A100

Shares:2.0K

Value:$205.6K

% of Portfolio:0.1% ($205.6K/$179.1M)

B2GOLD CORP

BTG|11777Q209

Shares:22.7K

Value:$64.6K

% of Portfolio:0.0% ($64.6K/$179.1M)

Sibanye Stillwater Ltd

SBSW|82575P107

Shares:11.2K

Value:$51.3K

% of Portfolio:0.0% ($51.3K/$179.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip81369Y407)✕	1.5K	QoQ +0.27% (-4) YoY +0.81% (+12)	All Managers (Combined)	$291.4K	0.2% ($291.4K/$179.1M)	QoQ -11.77% (-$38.9K) YoY +8.22% (+$22.1K)
UNITED COMMUNITY BANKS INC(UCBcusip90984P303)	10.2K	QoQ +0.76% (-78) YoY +3.49% (+346)	All Managers (Combined)	$287.9K	0.2% ($287.9K/$179.1M)	QoQ -12.27% (-$40.3K) YoY +10.61% (+$27.6K)
MCDONALDS CORP(MCDcusip580135101)	909	QoQ +0.55% (+5) YoY +2.13% (+19)	All Managers (Combined)	$284.0K	0.2% ($284.0K/$179.1M)	QoQ +8.33% (+$21.9K) YoY +13.24% (+$33.2K)
HALLIBURTON CO(HALcusip406216101)	11.1K	QoQ +1.37% (-151) YoY +38.92% (-3.1K)	All Managers (Combined)	$281.7K	0.2% ($281.7K/$179.1M)	QoQ -5.40% (-$16.1K) YoY -10.59% (-$33.4K)
MOODYS CORP /DE/(MCOcusip615369105)	600	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$279.4K	0.2% ($279.4K/$179.1M)	QoQ -1.62% (-$4.6K) YoY +18.48% (+$43.6K)
(cusip81369Y209)✕	1.9K	QoQ -25.52% (-644) YoY -29.78% (-797)	All Managers (Combined)	$274.4K	0.2% ($274.4K/$179.1M)	QoQ -20.94% (-$72.7K) YoY -30.60% (-$121.0K)
PRINCIPAL FINANCIAL GROUP INC(PFGcusip74251V102)	3.0K	QoQ +0.46% (+14) YoY -31.77% (-1.4K)	All Managers (Combined)	$256.7K	0.1% ($256.7K/$179.1M)	QoQ +9.48% (+$22.2K) YoY -33.31% (-$128.2K)
(VOOcusip922908363)	490	QoQ NEW(+490) YoY NEW(+490)	All Managers (Combined)	$251.9K	0.1% ($251.9K/$179.1M)	QoQ NEW(+$251.9K) YoY NEW(+$251.9K)
(VGTcusip92204A702)	452	QoQ -7.18% (-35) YoY -8.87% (-44)	All Managers (Combined)	$245.1K	0.1% ($245.1K/$179.1M)	QoQ -19.13% (-$58.0K) YoY -5.83% (-$15.2K)
(cusip46654Q732)✕	3.5K	QoQ NEW(+3.5K) YoY NEW(+3.5K)	All Managers (Combined)	$237.8K	0.1% ($237.8K/$179.1M)	QoQ NEW(+$237.8K) YoY NEW(+$237.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	1.8K	QoQ NEW(+1.8K) YoY NEW(+1.8K)	All Managers (Combined)	$237.0K	0.1% ($237.0K/$179.1M)	QoQ NEW(+$237.0K) YoY NEW(+$237.0K)
ENTERPRISE PRODUCTS PARTNERS L.P.(EPDcusip293792107)	6.9K	QoQ +0.52% (+36) YoY NEW(+6.9K)	All Managers (Combined)	$235.1K	0.1% ($235.1K/$179.1M)	QoQ +9.44% (+$20.3K) YoY NEW(+$235.1K)
(VIGcusip921908844)	1.2K	QoQ +0.50% (-6) YoY +1.86% (+22)	All Managers (Combined)	$233.3K	0.1% ($233.3K/$179.1M)	QoQ -0.45% (-$1.1K) YoY +8.20% (+$17.7K)
(cusip33733E203)✕	1.3K	QoQ 0.00% (+0) YoY -14.93% (-233)	All Managers (Combined)	$225.8K	0.1% ($225.8K/$179.1M)	QoQ +2.34% (+$5.2K) YoY -5.87% (-$14.1K)
Broadcom Inc.(AVGOcusip11135F101)	1.2K	QoQ NEW(+1.2K) YoY NEW(+1.2K)	All Managers (Combined)	$207.6K	0.1% ($207.6K/$179.1M)	QoQ NEW(+$207.6K) YoY NEW(+$207.6K)
(cusip46654Q716)✕	3.9K	QoQ 0.00% (+0) YoY NEW(+3.9K)	All Managers (Combined)	$206.4K	0.1% ($206.4K/$179.1M)	QoQ +2.43% (+$4.9K) YoY NEW(+$206.4K)
(cusip26922A289)✕	4.8K	QoQ +0.06% (-3) YoY -8.39% (-444)	All Managers (Combined)	$205.8K	0.1% ($205.8K/$179.1M)	QoQ -10.75% (-$24.8K) YoY -0.37% (-$779)
Encompass Health Corp(EHCcusip29261A100)	2.0K	QoQ NEW(+2.0K) YoY NEW(+2.0K)	All Managers (Combined)	$205.6K	0.1% ($205.6K/$179.1M)	QoQ NEW(+$205.6K) YoY NEW(+$205.6K)
B2GOLD CORP(BTGcusip11777Q209)	22.7K	QoQ NEW(+22.7K) YoY NEW(+22.7K)	All Managers (Combined)	$64.6K	0.0% ($64.6K/$179.1M)	QoQ NEW(+$64.6K) YoY NEW(+$64.6K)
Sibanye Stillwater Ltd(SBSWcusip82575P107)	11.2K	QoQ NEW(+11.2K) YoY NEW(+11.2K)	All Managers (Combined)	$51.3K	0.0% ($51.3K/$179.1M)	QoQ NEW(+$51.3K) YoY NEW(+$51.3K)