Resolute Wealth Strategies Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Active Growth ETF
JGRO
|
+$9.37M |
| 2 |
JPMorgan US Tech Leaders ETF
JTEK
|
+$2.56M |
| 3 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$1.2M |
| 4 |
State Street Energy Select Sector SPDR ETF
XLE
|
+$940K |
| 5 |
Palantir
PLTR
|
+$787K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
JPMorgan Active Value ETF
JAVA
|
+$4.8M |
| 2 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
+$1.24M |
| 3 |
State Street Health Care Select Sector SPDR ETF
XLV
|
+$644K |
| 4 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$635K |
| 5 |
State Street Consumer Staples Select Sector SPDR ETF
XLP
|
+$562K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 26.19% |
| 2 | Financials | 10.29% |
| 3 | Communication Services | 7.35% |
| 4 | Consumer Discretionary | 5.82% |
| 5 | Industrials | 3.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
McDonald's
MCD
$195B
| $214K | 0.1% |
704
-210
| -23% | -$63.9K |
|
102
NextEra Energy
NEE
$177B
| $205K | 0.09% |
+2,721
| New | +$199K |
|
103
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
| $200K | 0.09% |
+4,052
| New | +$184K |
|
104
Sibanye-Stillwater
SBSW
$7.53B
| $126K | 0.06% |
+11,200
| New | +$97.8K |
|
105
B2Gold
BTG
$6.64B
| $112K | 0.05% |
22,673
+2
| +0% | +$8 |
|
106
WisdomTree Emerging Markets Multifactor Fund
EMMF
$176M
| – | – |
-14,924
| Closed | -$431K |
|
|
107
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| – | – |
-6,946
| Closed | -$562K |
|
|
108
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
| – | – |
-15,548
| Closed | -$635K |
|
Similar funds
Resolute Wealth Strategies's Q3 2025 Portfolio in Review
As of Q3 2025, Resolute Wealth Strategies held 108 positions worth $219M, up 17% from $187M the previous quarter. Its ten largest holdings account for 51% of the portfolio.
Resolute Wealth Strategies deployed $9.85M of net new capital in Q3 2025, opening 7 new positions and adding to 56 existing holdings. Its largest new stake was State Street Technology Select Sector SPDR ETF: 9,040 shares worth $1.27M.
By sector, the portfolio is most concentrated in Technology at 26% of assets, up from 24% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was JPMorgan Active Value ETF, an estimated $4.8M trimmed.
- Resolute Wealth Strategies's largest Q3 2025 buy was State Street Technology Select Sector SPDR ETF: 9,040 shares worth $1.27M.
- Resolute Wealth Strategies added most to JPMorgan Active Growth ETF in Q3 2025, an estimated $9.37M increase.
- Resolute Wealth Strategies's biggest Q3 2025 reduction was JPMorgan Active Value ETF, cutting an estimated $4.8M.
- Resolute Wealth Strategies fully exited State Street Utilities Select Sector SPDR ETF in Q3 2025, selling an estimated $635K.
- Resolute Wealth Strategies's ten largest holdings make up 51% of its $219M portfolio in Q3 2025.
- Resolute Wealth Strategies opened 7 new positions and closed 3 in Q3 2025.
- Resolute Wealth Strategies's portfolio value rose 17% quarter-over-quarter to $219M.
Based on Resolute Wealth Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.