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Resolute Wealth Strategies

Latest statistics and disclosures from Resolute Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, FBND, IVW, IVE, AMZN, and represent 41.72% of Resolute Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: FBND, TRMK, XLV, MCO, VIG, CVS, IVE, BXSL, MSFT, NVDA.
Started 5 new stock positions in CVS, VIG, XLV, TRMK, MCO.
Reduced shares in these 10 stocks: AAPL, EHC, AMZN, FLO, JPM, CAT, BAC, FHN, , BXMT.
Sold out of its positions in DPG, EHC, FHN, FLO, MKFG.
Resolute Wealth Strategies was a net buyer of stock by $109k.
Resolute Wealth Strategies has $147M in assets under management (AUM), dropping by 10.20%.
Central Index Key (CIK): 0001973981

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Portfolio Holdings for Resolute Wealth Strategies

Resolute Wealth Strategies holds 88 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	18.3	$27M		141k	192.53	View chart
Fidelity Total Bond Etf Etf (FBND)	7.6	$11M	+11%	243k	46.04	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	6.4	$9.4M		125k	75.10	View chart
Ishares S&p 500 Value Etf Etf (IVE)	4.8	$7.0M	+2%	41k	173.89	View chart
Amazon Stock (AMZN)	4.6	$6.8M	-3%	45k	151.94	View chart
Blackstone Secd Lending Cef (BXSL)	4.4	$6.5M		234k	27.64	View chart
Caterpillar Stock (CAT)	3.2	$4.7M	-3%	16k	295.66	View chart
Spdr Gold Shares Etf (GLD)	2.8	$4.1M		22k	191.17	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.8	$4.1M		12k	356.66	View chart
Blackstone Stock (BX)	2.4	$3.5M		27k	130.92	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.4	$3.5M		7.3k	475.33	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.3	$3.4M		25k	140.93	View chart
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)	2.2	$3.3M	-2%	155k	21.27	View chart
Amgen Stock (AMGN)	2.0	$3.0M		10k	288.01	View chart
Renasant Corp Stock (RNST)	1.7	$2.5M		75k	33.68	View chart
Microsoft Corp Stock (MSFT)	1.7	$2.5M		6.6k	376.05	View chart
Shopify Inc Cl A Stock (SHOP)	1.6	$2.4M		31k	77.90	View chart
Jpmorgan Chase & Co Stock (JPM)	1.6	$2.4M	-7%	14k	170.10	View chart
At&t Stock (T)	1.5	$2.2M		131k	16.78	View chart
Exxon Mobil Corp Stock (XOM)	1.4	$2.1M		21k	99.98	View chart
Nvidia Corporation Stock (NVDA)	1.4	$2.1M		4.2k	495.26	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	1.1	$1.6M	-4%	8.7k	186.55	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$1.5M		11k	139.69	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.9	$1.4M		25k	54.98	View chart
Murphy Oil Corp Stock (MUR)	0.9	$1.3M		30k	42.66	View chart
Unitedhealth Group Stock (UNH)	0.6	$953k		1.8k	526.43	View chart
Walmart Stock (WMT)	0.6	$918k		5.8k	157.64	View chart
Chipotle Mexican Grill Stock (CMG)	0.6	$881k	-3%	385.00	2286.96	View chart
Visa Inc Com Cl A Stock (V)	0.6	$846k		3.3k	260.36	View chart
Merck & Co Stock (MRK)	0.6	$840k		7.7k	109.02	View chart
Workday Inc Cl A Stock (WDAY)	0.5	$756k	-6%	2.7k	276.06	View chart
Ishares Select Dividend Etf Etf (DVY)	0.5	$755k	+2%	6.4k	117.21	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.5	$694k		1.2k	576.23	View chart
American Express Stock (AXP)	0.5	$681k		3.6k	187.36	View chart
Ishares Silver Trust Etf (SLV)	0.4	$650k		30k	21.78	View chart
Union Pac Corp Stock (UNP)	0.4	$613k		2.5k	245.59	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.4	$600k		7.7k	78.02	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.4	$585k	-10%	4.7k	124.98	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.4	$582k		10k	57.30	View chart
Abbvie Stock (ABBV)	0.4	$581k	-4%	3.8k	154.98	View chart
Vanguard Health Care Etf Etf (VHT)	0.4	$575k	-2%	2.3k	250.75	View chart
Procter And Gamble Stock (PG)	0.4	$560k	-4%	3.8k	146.54	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.4	$535k	-9%	1.1k	477.42	View chart
Leidos Holdings Stock (LDOS)	0.3	$515k		4.8k	108.23	View chart
Lowes Cos Stock (LOW)	0.3	$514k		2.3k	222.55	View chart
Chevron Corp Stock (CVX)	0.3	$511k	-2%	3.4k	149.14	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$510k		1.4k	353.96	View chart
Home Depot Stock (HD)	0.3	$508k		1.5k	346.61	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$505k		1.2k	409.53	View chart
Coca Cola Stock (KO)	0.3	$460k		7.8k	58.93	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.3	$428k		5.9k	72.54	View chart
Advanced Micro Devices Stock (AMD)	0.3	$427k		2.9k	147.41	View chart
Servisfirst Bancshares Stock (SFBS)	0.3	$425k		6.4k	66.63	View chart
Eli Lilly & Co Stock (LLY)	0.3	$422k	+6%	724.00	583.04	View chart
Murphy Usa Stock (MUSA)	0.3	$420k		1.2k	356.46	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$388k	-5%	4.6k	83.84	View chart
Waste Mgmt Inc Del Stock (WM)	0.3	$385k		2.2k	179.12	View chart
Sherwin Williams Stock (SHW)	0.3	$383k	-5%	1.2k	311.94	View chart
Eastgroup Pptys Reit (EGP)	0.2	$366k		2.0k	183.51	View chart
Principal Financial Group Stock (PFG)	0.2	$350k	-18%	4.4k	78.67	View chart
Bank America Corp Stock (BAC)	0.2	$349k	-30%	10k	33.67	View chart
Marathon Pete Corp Stock (MPC)	0.2	$345k	-9%	2.3k	148.36	View chart
Johnson & Johnson Stock (JNJ)	0.2	$341k		2.2k	156.76	View chart
Hca Healthcare Stock (HCA)	0.2	$335k		1.2k	270.61	View chart
Halliburton Stock (HAL)	0.2	$321k	+2%	8.9k	36.15	View chart
Dnp Select Income Cef (DNP)	0.2	$312k	+2%	37k	8.48	View chart
United Cmnty Bks Blairsvle Ga Stock (UCBI)	0.2	$307k		11k	29.26	View chart
Fortinet Stock (FTNT)	0.2	$293k		5.0k	58.53	View chart
Pfizer Stock (PFE)	0.2	$281k		9.7k	28.79	View chart
Genuine Parts Stock (GPC)	0.2	$274k		2.0k	138.53	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.2	$270k		2.5k	108.53	View chart
Tesla Stock (TSLA)	0.2	$266k		1.1k	248.46	View chart
International Business Machs Stock (IBM)	0.2	$265k		1.6k	163.55	View chart
Mcdonalds Corp Stock (MCD)	0.2	$262k		885.00	296.45	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.2	$261k		1.5k	178.87	View chart
Trustmark Corp Stock (TRMK)	0.2	$257k	NEW	9.2k	27.88	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$253k	NEW	1.9k	136.37	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$253k		522.00	483.71	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.2	$247k	-6%	1.6k	158.06	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$246k		791.00	311.01	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.2	$240k		867.00	277.06	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.2	$236k		3.3k	72.44	View chart
Moodys Corp Stock (MCO)	0.2	$234k	NEW	600.00	390.56	View chart
Csx Corp Stock (CSX)	0.2	$227k		6.5k	34.67	View chart
Abbott Labs Stock (ABT)	0.2	$222k	-3%	2.0k	110.06	View chart
Defiance Next Gen Connectivity Etf Etf (FIVG)	0.1	$220k	-7%	6.1k	35.85	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$217k	NEW	1.3k	170.34	View chart
Cvs Health Corp Stock (CVS)	0.1	$211k	NEW	2.7k	78.97	View chart

Past Filings by Resolute Wealth Strategies

SEC 13F filings are viewable for Resolute Wealth Strategies going back to 2023

Resolute Wealth Strategies 2023 Q4 filed Feb. 6, 2024
Resolute Wealth Strategies 2023 Q3 filed Nov. 13, 2023
Resolute Wealth Strategies 2023 Q2 filed Aug. 8, 2023
Resolute Wealth Strategies 2023 Q1 filed May 4, 2023

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