Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| RESOLUTE WEALTH STRATEGIES LLC | 05-14-2024 | 03-31-2024 | 94 | 165,052,864 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC COM | Stock | 1 | $23,849,273 | 139,079 | 0.01 | 0.02 | -1,400 | -1.00 | 03-31-2024 |
| FIDELITY TOTAL BOND ETF | ETF | 2 | $11,929,995 | 263,297 | 0.01 | 0.01 | 20,514 | 8.45 | 03-31-2024 |
| AMAZON COM INC COM | Stock | 3 | $8,045,918 | 44,605 | 0.00 | 0.00 | -196 | -0.44 | 03-31-2024 |
| ISHARES S&P 500 GROWTH ETF | ETF | 4 | $7,448,801 | 88,214 | 0.00 | 0.01 | -37,202 | -29.66 | 03-31-2024 |
