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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 $147,397,467
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 140,479 $27,046,376 18.34%
2.
Fidelity Total Bond Etf
 242,783 $11,177,726 7.58%
3.
Ishares Trust
 IEF 125,416 $9,418,734 6.39%
4.
Ishares Trust
 IEF 40,485 $7,039,867 4.77%
5.
Amazon Com Inc
 AMZN 44,801 $6,807,118 4.61%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)