Resolute Financial, LLC Purchases in Q4 2022

Resolute Financial, LLC

  • $118 Million
  • Q4 2022
Stock Shares change Price Range Shares Held Trade History
VTV
Vanguard Value ETF

ETFs
7.99K
+ 151.39%
$124.69 - $146.24 $996K - $1.17M
13.3K $1.86M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.12K
+ 2.71%
$44.74 - $257.0 $50.1K - $288K
42.4K $10.3M
VUG
Vanguard Growth ETF

ETFs
4.79K
+ 249.3%
$208.44 - $233.81 $999K - $1.12M
6.72K $1.43M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
12.3K
New
$61.48 - $72.37 $757K - $891K
12.3K $857K
ICSH
Blackrock Ultra Short Term Bon

ETFs
16.7K
+ 51.44%
$49.86 - $50.09 $833K - $837K
49.2K $2.46M
DFIV
Dimensional ETF Tr

ETFs
21.7K
New
$25.88 - $31.1 $561K - $674K
21.7K $658K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
336
+ 2.76%
$264.0 - $318.6 $88.7K - $107K
12.5K $3.86M
DFSV
Dimensional ETF Tr Dimensional

ETFs
22.5K
+ 119.85%
$22.47 - $26.46 $505K - $595K
41.2K $1.02M
SUB
Ishares Short Term National Mu

ETFs
3.99K
+ 164.53%
$102.5 - $104.49 $408K - $416K
6.41K $668K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
9.87K
+ 71.16%
$35.32 - $40.67 $349K - $401K
23.7K $925K
XOM
Exxon Mobil Corp

Energy
344
+ 2.83%
$91.92 - $114.2 $31.6K - $39.3K
12.5K $1.38M
IAU
Ishares Gold Trust

ETFs
4.57K
+ 8.96%
$30.88 - $34.6 $141K - $158K
55.6K $1.92M
DGRO
Ishares Core Dividend Growth E

ETFs
2.39K
+ 6.86%
$44.53 - $52.33 $107K - $125K
37.3K $1.86M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.66K
New
$165.84 - $193.83 $274K - $321K
1.66K $297K
RPV
Invesco Exchange Traded Fd Tr

ETFs
3.79K
New
$71.49 - $83.11 $271K - $315K
3.79K $295K
BCI
Abrdn Etfs Abrdn Bloomberg All

ETFs
11.9K
New
$21.71 - $27.59 $258K - $328K
11.9K $262K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
2.47K
+ 15.71%
$48.03 - $57.76 $119K - $143K
18.2K $1.03M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.92K
New
$122.51 - $142.75 $235K - $274K
1.92K $259K
PG
Procter & Gamble CO

Consumer Defensive
1.67K
New
$123.76 - $153.95 $206K - $257K
1.67K $252K
RTX
Raytheon Technologies Corp

Industrials
2.46K
New
$82.59 - $101.0 $203K - $248K
2.46K $248K
CVX
Chevron Corp

Energy
1.31K
New
$151.73 - $188.05 $198K - $246K
1.31K $234K
LHX
L3 Harris Technologies, Inc.

Industrials
1.1K
New
$204.65 - $252.8 $225K - $278K
1.1K $228K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.31K
+ 37.77%
$93.63 - $99.69 $216K - $230K
8.41K $815K
EFAV
Ishares Msci Eafe Min Vol Fact

ETFs
3.53K
New
$56.25 - $64.99 $199K - $229K
3.53K $224K
MDLZ
Mondelez International, Inc.

Consumer Defensive
3.3K
New
$55.26 - $68.31 $182K - $225K
3.3K $219K
CSX
Csx Corp

Industrials
6.81K
New
$26.51 - $32.74 $180K - $223K
6.81K $210K
V
Visa Inc.

Financial Services
999
New
$179.14 - $217.69 $179K - $217K
999 $207K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
2.02K
New
$91.16 - $108.26 $184K - $219K
2.02K $207K
IJS
Ishares S&P Smallcap 600 Value

ETFs
432
+ 2.36%
$84.57 - $97.98 $36.5K - $42.3K
18.8K $1.71M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.31K
+ 37.72%
$80.6 - $81.52 $187K - $189K
8.45K $685K
ABBV
Abb Vie Inc.

Healthcare
293
+ 6.68%
$138.31 - $165.87 $40.5K - $48.6K
4.68K $756K
USFR
Wisdomtree Floating Rate Treas

ETFs
3.23K
+ 4.91%
$50.2 - $50.39 $162K - $163K
69.1K $3.47M
VIG
Vanguard Dividend Appreciation

ETFs
139
+ 1.72%
$144.84 - $158.71 $20.1K - $22.1K
8.2K $1.25M
MRK
Merck & Co., Inc.

Healthcare
266
+ 5.4%
$87.44 - $112.11 $23.3K - $29.8K
5.2K $576K
EEMV
Ishares Msci Emerging Markets

ETFs
2K
+ 16.3%
$49.91 - $54.88 $99.7K - $110K
14.3K $756K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.04K
+ 6.87%
$47.77 - $54.73 $49.8K - $57.1K
16.2K $830K
XLE
Energy Sector Spdr

ETFs
721
+ 19.89%
$76.09 - $94.08 $54.9K - $67.8K
4.35K $380K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
210
+ 12.86%
$327.64 - $374.54 $68.8K - $78.7K
1.84K $647K
VO
Vanguard Mid Cap ETF

ETFs
45
+ 0.71%
$186.57 - $217.26 $8.4K - $9.78K
6.35K $1.29M
ABT
Abbott Laboratories

Healthcare
293
+ 5.45%
$95.06 - $111.52 $27.9K - $32.7K
5.67K $622K
IBM
International Business Machines Corp

Technology
162
+ 4.94%
$117.75 - $150.62 $19.1K - $24.4K
3.44K $484K
TJX
Tjx Companies Inc

Consumer Cyclical
1
+ 0.02%
$62.9 - $81.03 $62.9 - $81
5.34K $424K
JPM
Jpmorgan Chase & CO

Financial Services
17
+ 0.57%
$101.96 - $137.84 $1.73K - $2.34K
3.02K $405K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
248
+ 0.72%
$22.49 - $25.81 $5.58K - $6.4K
34.6K $838K
AXP
American Express CO

Financial Services
300
+ 16.06%
$136.81 - $157.67 $41K - $47.3K
2.17K $320K
IXJ
Ishares Global Healthcare ETF

ETFs
15
+ 0.24%
$75.71 - $87.41 $1.14K - $1.31K
6.3K $534K
EFA
Ishares Tr Msci Eafe ETF

ETFs
3
+ 0.05%
$55.71 - $67.79 $167 - $203
5.64K $370K
RMT
Royce Micro Cap Trust, Inc.

Financial Services
1.55K
+ 2.99%
$8.05 - $9.51 $12.5K - $14.8K
53.5K $464K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
32
+ 0.29%
$30.23 - $35.36 $967 - $1.13K
11.1K $369K
Activity Summary
Buys All Purchases 64 New Holdings 16 Increased Positions 48 Sells All Sells 44 Reductions 44 Sold out 0 Options Calls 0 Puts 0
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