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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, NVDA, AMZN, IVW, and represent 40.29% of Resolute Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: FBND (+$7.7M), MINT, RDVI, RDDT, JGRO, KNG, XOM, NVDA, SO, TMO.
Started 7 new stock positions in SO, KNG, RDVI, ABT, RDDT, TMO, MINT.
Reduced shares in these 10 stocks: AAPL, ROBO, CAT, META, WDAY, PFE, JEPI, PFG, IVW, GOOG.
Sold out of its positions in ROBO, MKFG, PFE.
Resolute Wealth Strategies was a net buyer of stock by $9.3M.
Resolute Wealth Strategies has $193M in assets under management (AUM), dropping by 10.93%.
Central Index Key (CIK): 0001973981

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Portfolio Holdings for Resolute Wealth Strategies

Resolute Wealth Strategies holds 99 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	16.2	$31M		134k	233.00	View chart
Fidelity Total Bond Etf Etf (FBND)	10.5	$20M	+61%	431k	46.74	View chart
Nvidia Corporation Stock (NVDA)	5.0	$9.5M	+3%	79k	121.44	View chart
Amazon Stock (AMZN)	4.3	$8.4M		45k	186.33	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	4.3	$8.2M		86k	95.75	View chart
Taiwan Semiconductor Mfg Adr (TSM)	3.5	$6.7M		39k	173.67	View chart
Blackstone Secd Lending Cef (BXSL)	3.3	$6.3M	+3%	215k	29.29	View chart
Spdr Gold Shares Etf (GLD)	2.9	$5.6M	+3%	23k	243.06	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.8	$5.3M		12k	460.27	View chart
Caterpillar Stock (CAT)	2.8	$5.3M	-8%	14k	391.12	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.5	$4.8M		24k	197.17	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.2	$4.2M		7.4k	573.78	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	2.2	$4.2M	+9%	55k	76.88	View chart
Blackstone Stock (BX)	2.2	$4.1M		27k	153.13	View chart
Jpmorgan Active Value Etf Etf (JAVA)	2.1	$4.0M	+5%	62k	64.07	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.0	$3.8M	-2%	23k	167.19	View chart
Amgen Stock (AMGN)	1.7	$3.3M		10k	322.20	View chart
Microsoft Corp Stock (MSFT)	1.6	$3.0M		7.0k	430.30	View chart
Jpmorgan Chase & Co Stock (JPM)	1.6	$3.0M		14k	210.86	View chart
At&t Stock (T)	1.5	$2.9M		131k	22.00	View chart
Exxon Mobil Corp Stock (XOM)	1.4	$2.7M	+11%	23k	117.22	View chart
Shopify Inc Cl A Stock (SHOP)	1.4	$2.7M		33k	80.14	View chart
Renasant Corp Stock (RNST)	1.3	$2.5M		77k	32.50	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.9	$1.7M		8.1k	211.83	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.9	$1.7M		10k	165.85	View chart
Walmart Stock (WMT)	0.7	$1.4M		17k	80.75	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.6	$1.1M	-12%	19k	59.51	View chart
Chipotle Mexican Grill Stock (CMG)	0.6	$1.1M		19k	57.62	View chart
Unitedhealth Group Stock (UNH)	0.6	$1.1M		1.8k	584.61	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	0.5	$1.0M	NEW	10k	100.69	View chart
Murphy Oil Corp Stock (MUR)	0.5	$962k		29k	33.74	View chart
American Express Stock (AXP)	0.5	$959k	+3%	3.5k	271.23	View chart
Eli Lilly & Co Stock (LLY)	0.5	$943k		1.1k	886.08	View chart
Visa Inc Com Cl A Stock (V)	0.5	$930k		3.4k	274.93	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.5	$871k		3.8k	230.58	View chart
Merck & Co Stock (MRK)	0.4	$865k		7.6k	113.56	View chart
Ishares Select Dividend Etf Etf (DVY)	0.4	$829k		6.1k	135.07	View chart
Leidos Holdings Stock (LDOS)	0.4	$819k		5.0k	163.01	View chart
Ishares Silver Trust Etf (SLV)	0.4	$792k		28k	28.41	View chart
Abbvie Stock (ABBV)	0.4	$742k		3.8k	197.47	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.4	$739k		7.7k	96.52	View chart
Lowes Cos Stock (LOW)	0.3	$653k		2.4k	270.85	View chart
Vanguard Health Care Etf Etf (VHT)	0.3	$636k	-2%	2.3k	282.23	View chart
Union Pac Corp Stock (UNP)	0.3	$629k		2.6k	246.51	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$625k	+2%	1.3k	487.98	View chart
Home Depot Stock (HD)	0.3	$595k		1.5k	405.12	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$593k		1.0k	576.89	View chart
Murphy Usa Stock (MUSA)	0.3	$582k		1.2k	492.92	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$551k		3.9k	142.04	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.3	$537k	NEW	22k	24.64	View chart
Procter And Gamble Stock (PG)	0.3	$534k	-3%	3.1k	173.22	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$525k	-35%	917.00	572.71	View chart
Servisfirst Bancshares Stock (SFBS)	0.3	$517k		6.4k	80.45	View chart
Reddit Inc Cl A Stock (RDDT)	0.3	$504k	NEW	7.6k	65.92	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.3	$497k		6.0k	83.34	View chart
Hca Healthcare Stock (HCA)	0.3	$495k		1.2k	406.38	View chart
Chevron Corp Stock (CVX)	0.2	$476k		3.2k	147.28	View chart
Sherwin Williams Stock (SHW)	0.2	$472k		1.2k	381.70	View chart
Jpmorgan Income Etf Etf (JPIE)	0.2	$469k	+57%	10k	46.39	View chart
Dnp Select Income Cef (DNP)	0.2	$459k	+19%	46k	10.04	View chart
Coca Cola Stock (KO)	0.2	$443k	-7%	6.2k	71.86	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$441k	-4%	2.9k	154.01	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$425k		2.0k	207.56	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$401k		4.6k	87.80	View chart
Advanced Micro Devices Stock (AMD)	0.2	$395k		2.4k	164.08	View chart
Workday Inc Cl A Stock (WDAY)	0.2	$388k	-38%	1.6k	244.41	View chart
Fortinet Stock (FTNT)	0.2	$388k		5.0k	77.55	View chart
Marathon Pete Corp Stock (MPC)	0.2	$386k		2.4k	162.91	View chart
Eastgroup Pptys Reit (EGP)	0.2	$373k		2.0k	186.79	View chart
Bank America Corp Stock (BAC)	0.2	$365k	-9%	9.2k	39.68	View chart
International Business Machs Stock (IBM)	0.2	$359k		1.6k	221.08	View chart
Johnson & Johnson Stock (JNJ)	0.2	$341k		2.1k	162.07	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.2	$323k		2.5k	128.56	View chart
Rtx Corporation Stock (RTX)	0.2	$310k	-4%	2.6k	121.18	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.2	$308k	NEW	5.7k	54.48	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$305k		794.00	384.08	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.2	$295k		1.5k	200.34	View chart
United Cmnty Bks Blairsvle Ga Stock (UCB)	0.2	$293k		10k	29.08	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$291k		497.00	586.12	View chart
Trustmark Corp Stock (TRMK)	0.2	$291k	-5%	9.1k	31.82	View chart
Moodys Corp Stock (MCO)	0.1	$285k		600.00	474.59	View chart
Mcdonalds Corp Stock (MCD)	0.1	$274k		899.00	304.67	View chart
Principal Financial Group Stock (PFG)	0.1	$259k	-32%	3.0k	85.91	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$242k		1.6k	151.58	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$235k		1.2k	198.13	View chart
Halliburton Stock (HAL)	0.1	$234k		8.1k	29.05	View chart
Southern Stock (SO)	0.1	$232k	NEW	2.6k	90.18	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$231k		3.1k	73.67	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$231k	-5%	1.3k	171.93	View chart
Genuine Parts Stock (GPC)	0.1	$224k		1.6k	139.65	View chart
Csx Corp Stock (CSX)	0.1	$221k	-2%	6.4k	34.53	View chart
Defiance Connective Technologies Etf Etf (SIXG)	0.1	$221k		5.1k	43.38	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.1	$211k		3.9k	54.65	View chart
Valvoline Stock (VVV)	0.1	$211k		5.0k	41.85	View chart
Thermo Fisher Scientific Stock (TMO)	0.1	$209k	NEW	337.00	618.57	View chart
Novo-nordisk A S Adr (NVO)	0.1	$203k		1.7k	119.08	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.1	$201k		818.00	245.60	View chart
Abbott Labs Stock (ABT)	0.1	$200k	NEW	1.8k	114.01	View chart
First Horizon Corporation Stock (FHN)	0.1	$166k		11k	15.53	View chart

Past Filings by Resolute Wealth Strategies

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

Resolute Wealth Strategies 2024 Q3 filed Nov. 12, 2024
Resolute Wealth Strategies 2024 Q2 filed Aug. 13, 2024
Resolute Wealth Strategies 2024 Q1 filed May 14, 2024
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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