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Resolute Wealth Strategies, LLC Top Holdings and 13F Report (2025)

About Resolute Wealth Strategies, LLC

Investment Activity

  • Resolute Wealth Strategies, LLC has $194.40 million in total holdings as of December 31, 2024.
  • Resolute Wealth Strategies, LLC owns shares of 94 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 7.75% of the portfolio was purchased this quarter.
  • About 10.74% of the portfolio was sold this quarter.
  • This quarter, Resolute Wealth Strategies, LLC has purchased 99 new stocks and bought additional shares in 45 stocks.
  • Resolute Wealth Strategies, LLC sold shares of 34 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple
$33,123,644
Amazon.com
$9,757,014
NVIDIA
$9,722,425

Largest New Holdings this Quarter

GE VERNOVA INC COM
$4,017,551 Holding
Tesla
$342,013 Holding

Largest Purchases this Quarter

GE VERNOVA INC COM
12,214 shares (about $4.02M)
REDDIT INC CL A
8,150 shares (about $1.33M)
JPMorgan Active Growth ETF
4,474 shares (about $362.53K)
Tesla
847 shares (about $342.01K)

Largest Sales this Quarter

Fidelity Total Bond ETF
197,474 shares (about $8.86M)
Taiwan Semiconductor Manufacturing
18,512 shares (about $3.66M)
SPDR Gold Shares
11,189 shares (about $2.71M)
NVIDIA
6,202 shares (about $832.86K)
Chipotle Mexican Grill
9,900 shares (about $596.97K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofResolute Wealth Strategies, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$33,123,644$479,556 -1.4%132,27217.0%Computer and Technology
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$10,460,708$8,860,646 -45.9%233,1345.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,757,014$91,925 -0.9%44,4735.0%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$9,722,425$832,863 -7.9%72,3995.0%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$8,592,998$151,483 -1.7%84,6354.4%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$8,447,681$7,404,150 709.5%84,1914.3%ETF
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
$6,969,703$10,630 0.2%215,7143.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,249,511$18,131 -0.3%11,5812.7%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,902,354$17,413 -0.4%13,5142.5%Industrial Products
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$4,796,662$362,529 8.2%59,1962.5%ETF
Blackstone Inc. stock logo
BX
Blackstone
$4,671,940$4,828 0.1%27,0962.4%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,502,192$146,593 -3.2%23,5872.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$4,380,619$9,903 0.2%23,0032.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,308,105$1,172 0.0%7,3512.2%Finance
GE VERNOVA INC COM
$4,017,551$4,017,551 New Holding12,2142.1%Stock
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$3,985,369$3,655,954 -47.8%20,1802.1%Computer and Technology
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$3,947,707$44,437 1.1%62,3652.0%ETF
Shopify Inc. stock logo
SHOP
Shopify
$3,522,1810.0%33,1251.8%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,111,812$323,118 -9.4%12,9821.6%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$3,067,405$101,586 3.4%7,2771.6%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$2,987,318$660 0.0%131,1951.5%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,852,534$2,709,193 -48.7%11,7811.5%Finance
Renasant Co. stock logo
RNST
Renasant
$2,735,8910.0%76,5281.4%Finance
Amgen Inc. stock logo
AMGN
Amgen
$2,683,2670.0%10,2951.4%Medical
REDDIT INC CL A
$2,580,718$1,332,036 106.7%15,7901.3%Stock
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,284,021$222,131 -8.9%21,2331.2%Oils/Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,960,647$17,416 0.9%10,3571.0%Computer and Technology
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$1,850,767$110,886 -5.7%7,6111.0%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,601,091$27,105 1.7%17,7210.8%Retail/Wholesale
American Express stock logo
AXP
American Express
$1,049,839$890 0.1%3,5370.5%Finance
Visa Inc. stock logo
V
Visa
$1,018,234$50,248 -4.7%3,2220.5%Business Services
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,000,290$109,021 -9.8%17,3870.5%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$894,767$22,255 -2.4%1,7690.5%Medical
Murphy Oil Co. stock logo
MUR
Murphy Oil
$869,741$7,081 0.8%28,7420.4%Oils/Energy
iShares Select Dividend ETF stock logo
DVY
iShares Select Dividend ETF
$804,009$1,575 -0.2%6,1240.4%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$803,969$10,128 -1.2%3,7310.4%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$801,795$19,292 -2.3%1,0390.4%Medical
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$795,470$267,686 50.7%32,8160.4%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$786,095$4,442 -0.6%7,6100.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$761,317$3,780 0.5%7,6530.4%Medical
Invesco QQQ stock logo
QQQ
Invesco QQQ
$749,574$94,592 14.4%1,4660.4%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$733,6330.0%27,8630.4%ETF
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$725,574$1,729 0.2%5,0370.4%Aerospace
AbbVie Inc. stock logo
ABBV
AbbVie
$667,761$355 0.1%3,7580.3%Medical
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$652,892$48,275 8.0%1,1090.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$594,7880.0%2,4100.3%Retail/Wholesale
Murphy USA Inc. stock logo
MUSA
Murphy USA
$593,137$502 0.1%1,1820.3%Retail/Wholesale
Union Pacific Co. stock logo
UNP
Union Pacific
$585,404$3,421 0.6%2,5670.3%Transportation
The Home Depot, Inc. stock logo
HD
Home Depot
$573,157$1,556 0.3%1,4730.3%Retail/Wholesale
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$563,805$596,970 -51.4%9,3500.3%Retail/Wholesale
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$560,647$169,436 43.3%6,5450.3%ETF
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$549,530$88,045 19.1%12,0460.3%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$547,046$24,612 -4.3%2,1560.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$537,386$585 0.1%9180.3%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$517,055$503 0.1%3,0840.3%Consumer Staples
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$514,606$2,642 0.5%3,8960.3%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$486,728$1,950 0.4%5,9900.3%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$467,031$183,057 64.5%9,3020.2%ETF
Chevron Co. stock logo
CVX
Chevron
$424,317$43,590 -9.3%2,9300.2%Oils/Energy
Waste Management, Inc. stock logo
WM
Waste Management
$414,728$1,211 0.3%2,0550.2%Business Services
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$411,783$8,501 -2.0%1,2110.2%Basic Materials
DNP Select Income Fund Inc. stock logo
DNP
DNP Select Income Fund
$410,599$7,215 1.8%46,5530.2%Finance
Workday, Inc. stock logo
WDAY
Workday
$410,0100.0%1,5890.2%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$405,122$396 0.1%9,2180.2%Finance
The Coca-Cola Company stock logo
KO
Coca-Cola
$384,078$62 0.0%6,1690.2%Consumer Staples
SERVISFIRST BANCSHARES INC COM
$359,344$185,646 -34.1%4,2410.2%Stock
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$358,635$6,903 -1.9%1,1950.2%Medical
International Business Machines Co. stock logo
IBM
International Business Machines
$356,7840.0%1,6230.2%Computer and Technology
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$347,059$46,495 -11.8%2,5230.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$342,013$342,013 New Holding8470.2%Auto/Tires/Trucks
iShares U.S. Broker-Dealers & Securities Exchanges ETF stock logo
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$330,703$30,981 -8.6%2,2950.2%ETF
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$330,298$449 0.1%1,4720.2%Finance
United Community Banks, Inc. stock logo
UCBI
United Community Banks
$328,153$2,779 0.9%10,1560.2%Finance
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$326,427$411 0.1%7950.2%ETF
Trustmark Co. stock logo
TRMK
Trustmark
$324,507$1,592 0.5%9,1750.2%Finance
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
$320,2790.0%1,9960.2%Finance
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$307,179$23,715 -7.2%2,2020.2%Oils/Energy
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$303,056$6,223 -2.0%4870.2%ETF
Halliburton stock logo
HAL
Halliburton
$297,799$78,820 36.0%10,9530.2%Oils/Energy
RTX Co. stock logo
RTX
RTX
$297,733$1,389 0.5%2,5730.2%Aerospace
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$295,332$4,832 1.7%2,4450.2%Computer and Technology
Moody's Co. stock logo
MCO
Moody's
$284,0220.0%6000.1%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$276,528$27,624 -9.1%1,9120.1%Medical
McDonald's Co. stock logo
MCD
McDonald's
$262,164$1,450 0.6%9040.1%Retail/Wholesale
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$254,3080.0%1,5940.1%Manufacturing
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$234,466$1,161 0.5%3,0290.1%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$234,357$2,154 0.9%1,1970.1%ETF
Defiance Next Gen Connectivity ETF stock logo
FIVG
Defiance Next Gen Connectivity ETF
$230,648$11,771 -4.9%4,8400.1%ETF
First Trust NYSE Arca Biotechnology Index Fund stock logo
FBT
First Trust NYSE Arca Biotechnology Index Fund
$220,607$2,992 -1.3%1,3270.1%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$214,855$214,855 New Holding6,8510.1%Oils/Energy
The Southern Company stock logo
SO
Southern
$211,846$329 0.2%2,5730.1%Utilities
CSX Co. stock logo
CSX
CSX
$206,683$355 0.2%6,4050.1%Transportation
JPMORGAN ACTIVE BOND ETF
$201,4760.0%3,8560.1%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$200,480$200,480 New Holding5480.1%ETF
Fortinet, Inc. stock logo
FTNT
Fortinet
$0$387,750 -100.0%00.0%Computer and Technology
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$0$231,398 -100.0%00.0%Consumer Staples
Genuine Parts stock logo
GPC
Genuine Parts
$0$223,724 -100.0%00.0%Retail/Wholesale
Valvoline Inc. stock logo
VVV
Valvoline
$0$210,673 -100.0%00.0%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$0$208,458 -100.0%00.0%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$0$202,905 -100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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