$118 Million is the total value of RESOLUTE FINANCIAL, LLC's 111 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TD | TORONTO DOMINION BK ONT | $637,379 | +5.5% | 9,842 | 0.0% | 0.54% | -5.4% | |
| BDX | BECTON DICKINSON & CO | $236,499 | +14.3% | 930 | 0.0% | 0.20% | +2.6% | |
| EFFECTOR THERAPEUTICS INC | $13,256 | -26.4% | 31,000 | 0.0% | 0.01% | -35.3% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 5 | Q4 2022 | 11.4% |
| ISHARES TR | 5 | Q4 2022 | 9.1% |
| ISHARES TR | 5 | Q4 2022 | 8.4% |
| ISHARES TR | 5 | Q4 2022 | 5.1% |
| BERKSHIRE HATHAWAY INC DEL | 5 | Q4 2022 | 3.3% |
| APPLE INC | 5 | Q4 2022 | 2.6% |
| ISHARES TR | 5 | Q4 2022 | 2.9% |
| ISHARES TR | 5 | Q4 2022 | 2.3% |
| ISHARES TR | 5 | Q4 2022 | 2.3% |
| VANECK VECTORS ETF TR | 5 | Q4 2022 | 2.0% |
View RESOLUTE FINANCIAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-04-15 |
| 13F-HR | 2022-02-15 |
View RESOLUTE FINANCIAL, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.