Resolute Financial, LLC Portfolio Holdings

Resolute Financial, LLC

  • $118 Million
  • Q4 2022

Resolute Financial, LLC has filed its 13F form on February 13, 2023 for Q4 2022 where it was disclosed a total value porftolio of $118 Million distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $11.2M, Ishares Core S&P Mid Cap ETF with a value of $10.3M, Ishares Trust Ishares 1 5 Year with a value of $8.02M, Ishares Msci Usa Min Vol Facto with a value of $5.82M, and Berkshire Hathaway Inc Class B with a value of $3.86M.

Examining the 13F form we can see an increase of $12.1M in the current position value, from $105M to 118M.

Below you can find more details about Resolute Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $118 Million
ETFs: $97.9 Million
Financial Services: $6.57 Million
Technology: $4.08 Million
Healthcare: $3.28 Million
Consumer Cyclical: $1.83 Million
Energy: $1.61 Million
Consumer Defensive: $778,000
Industrials: $686,000
Other: $800,000

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $118 Million
  • Prior Value $105 Million
  • Filing
  • Period Q4 2022
  • Filing Date February 13, 2023
  • Form Type 13F-HR
  • Activity in Q4 2022
  • New Purchases 16 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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