Top 50 Resolute Financial, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.49% | 29.0K | $11.2M | -0.99%(-291) | โ | 2022-12-31 | |
| IJH | ISHARES TR | 8.73% | 42.4K | $10.3M | +2.71%(+1.12K) | โ | 2022-12-31 | |
| IGSB | ISHARES TR | 6.82% | 161.0K | $8.0M | -1.16%(-1.89K) | โ | 2022-12-31 | |
| USMV | ISHARES TR | 4.95% | 80.7K | $5.8M | -1.08%(-877) | โ | 2022-12-31 | |
| BRKB | BERKSHIRE HATHAWAY INC DEL | 3.29% | 12.5K | $3.9M | +2.76%(+336) | โ | 2022-12-31 | |
| USFR | WISDOMTREE TR | 2.95% | 69.1K | $3.5M | +4.91%(+3.23K) | โ | 2022-12-31 | |
| STIP | ISHARES TR | 2.29% | 27.8K | $2.7M | -9.47%(-2.91K) | โ | 2022-12-31 | |
| ICSH | ISHARES TR | 2.09% | 49.2K | $2.5M | +51.44%(+16.71K) | โ | 2022-12-31 | |
| AAPL | APPLE INC | 2.07% | 18.7K | $2.4M | +2.43%(+445) | โ | 2022-12-31 | |
| TIP | ISHARES TR | 1.95% | 21.6K | $2.3M | -1.12%(-244) | โ | 2022-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | โ | โ | โ | โ |
| Top 20 Holdings Unweighted | โ | โ | โ | โ |
Resolute Financial, Llc reports $117.59M in US-listed equity holdings across 111 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.5%), IJH (8.7%) and IGSB (6.8%). Figures reflect the Q4 2022 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Resolute Financial, Llcโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1908859). View Resolute Financial, Llcโs 13F filings on SEC