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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, JGRO, CAT, FBND, AMZN, and represent 34.56% of Resolute Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: Exxon Mobil Corp, MINT, SNDK, JGRO, SPCX, VUG, FBND, LLY, MU, JTEK.
Started 27 new stock positions in SPCX, ET, KRP, IJH, TXN, MU, KKR, SFBS, BTG, JTEK.
Reduced shares in these 10 stocks: , , ITA, , CAT, AAPL, SPY, , EGP, BXSL.
Sold out of its positions in BXSL, DNP, EGP, XOM, GFI, LMT, PFE, XLI, AZN.
Resolute Wealth Strategies was a net buyer of stock by $2.2M.
Resolute Wealth Strategies has $258M in assets under management (AUM), dropping by 11.38%.
Central Index Key (CIK): 0001973981

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Positions held by Resolute Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Resolute Wealth Strategies

Resolute Wealth Strategies holds 132 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	14.3	$37M		127k	289.36	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	6.4	$16M	+3%	167k	98.59	View chart
Caterpillar Stock (CAT)	5.1	$13M	-3%	12k	1064.88	View chart
Fidelity Total Bond Etf Etf (FBND)	4.6	$12M	+3%	261k	45.49	View chart
Amazon Stock (AMZN)	4.3	$11M	+2%	46k	238.34	View chart
Nvidia Corporation Stock (NVDA)	4.3	$11M		55k	200.09	View chart
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)	4.2	$11M	+16%	107k	100.81	View chart
Jpmorgan Active Value Etf Etf (JAVA)	3.6	$9.3M	+3%	117k	79.41	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	3.3	$8.5M	+2%	24k	353.33	View chart
Microsoft Corp Stock (MSFT)	2.9	$7.4M	-3%	20k	373.01	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	2.4	$6.3M		46k	137.53	View chart
Spdr Gold Shares Etf (GLD)	2.4	$6.2M	+2%	17k	368.38	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	2.2	$5.7M		11k	500.40	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.1	$5.4M	+4%	24k	227.06	View chart
Jpmorgan Chase & Co Stock (JPM)	1.9	$4.9M	+3%	15k	327.34	View chart
State Street Spdr S&p 500 Etf Etf (SPY)	1.9	$4.9M	-8%	6.5k	746.72	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.6	$4.2M		12k	357.36	View chart
Shopify Inc Cl A Sub Vtg Stock (SHOP)	1.5	$3.8M	+5%	33k	114.18	View chart
Amgen Stock (AMGN)	1.3	$3.4M	-3%	9.4k	362.10	View chart
Blackstone Stock (BX)	1.3	$3.2M		28k	117.67	View chart
Renasant Corp Stock (RNST)	1.2	$3.1M		72k	42.54	View chart
At&t Stock (T)	1.1	$2.8M		133k	20.70	View chart
Exxonmobil Holdings Corp Stock	1.1	$2.7M	NEW	20k	136.72	View chart
Eli Lilly & Co Stock (LLY)	0.9	$2.4M	+21%	2.0k	1199.61	View chart
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI)	0.9	$2.3M	+11%	80k	29.40	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.9	$2.3M		3.4k	686.82	View chart
Walmart Stock (WMT)	0.9	$2.2M	-2%	20k	113.26	View chart
Reddit Inc Cl A Stock (RDDT)	0.8	$1.9M	+3%	11k	173.58	View chart
Ishares Tr Ishares Semicdtr Etf (SOXX)	0.8	$1.9M		3.0k	640.66	View chart
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG)	0.7	$1.7M	+11%	34k	50.50	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	0.6	$1.7M		6.3k	264.72	View chart
Advanced Micro Devices Stock (AMD)	0.6	$1.4M	-6%	2.5k	580.91	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.5	$1.3M		10k	127.81	View chart
Visa Inc Com Cl A Stock (V)	0.5	$1.3M	+6%	3.8k	343.06	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.5	$1.2M	+6%	1.6k	736.33	View chart
American Express Stock (AXP)	0.5	$1.2M		3.5k	338.26	View chart
Abbvie Stock (ABBV)	0.5	$1.2M	-7%	4.7k	251.66	View chart
Ishares U.s. Aerospace & Defense Etf Etf (ITA)	0.4	$1.1M	-57%	4.7k	242.43	View chart
Palantir Technologies Inc Cl A Stock (PLTR)	0.4	$1.1M	-6%	9.3k	116.67	View chart
State Street Materials Select Sector Spdr Etf Etf (XLB)	0.4	$990k	+25%	20k	50.83	View chart
Murphy Oil Corp Stock (MUR)	0.4	$990k		30k	32.56	View chart
Broadcom Stock (AVGO)	0.4	$920k	+25%	2.4k	377.68	View chart
Merck & Co Stock (MRK)	0.4	$918k		7.1k	128.49	View chart
Ishares Silver Trust Etf (SLV)	0.3	$833k		16k	53.47	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.3	$757k	-5%	13k	56.48	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$739k		987.00	748.80	View chart
Johnson & Johnson Stock (JNJ)	0.3	$732k	+3%	2.9k	254.01	View chart
Tesla Stock (TSLA)	0.3	$693k	+9%	1.6k	420.58	View chart
Unitedhealth Group Stock (UNH)	0.3	$689k	-18%	1.7k	415.63	View chart
Murphy Usa Stock (MUSA)	0.3	$667k		1.2k	538.75	View chart
State Street Technology Select Sector Spdr Etf Etf (XLK)	0.3	$663k		3.5k	190.52	View chart
Meta Platforms Inc Cl A Stock (META)	0.3	$660k	+7%	1.2k	563.37	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.3	$650k		6.1k	106.30	View chart
Union Pac Corp Stock (UNP)	0.3	$648k	-14%	2.4k	272.04	View chart
Coca Cola Stock (KO)	0.2	$626k		7.7k	81.27	View chart
International Business Machs Stock (IBM)	0.2	$600k	+6%	2.1k	281.24	View chart
Bank Of Amer Corp Stock (BAC)	0.2	$588k	+8%	10k	56.98	View chart
Ge Vernova Stock (GEV)	0.2	$588k	+29%	500.00	1175.36	View chart
Sandisk Corp Stock (SNDK)	0.2	$582k	NEW	256.00	2273.73	View chart
Western Digital Corp Stock (WDC)	0.2	$576k	+6%	902.00	638.72	View chart
Home Depot Stock (HD)	0.2	$564k	+6%	1.6k	352.74	View chart
Lowes Cos Stock (LOW)	0.2	$555k		2.5k	220.49	View chart
Procter & Gamble Stock (PG)	0.2	$554k	+10%	3.8k	146.65	View chart
Marathon Pete Corp Stock (MPC)	0.2	$547k		2.1k	255.67	View chart
Vanguard Morningstar Growth Etf Etf (VUG)	0.2	$539k	+552%	6.3k	86.15	View chart
Rtx Corporation Stock (RTX)	0.2	$524k		2.8k	189.76	View chart
Vanguard Morningstar Small-cap Etf Etf (VB)	0.2	$522k		1.7k	303.12	View chart
Jpmorgan Active Bond Etf Etf (JBND)	0.2	$520k		9.7k	53.50	View chart
Leidos Holdings Stock (LDOS)	0.2	$500k	-8%	4.9k	102.97	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.2	$492k		2.0k	252.20	View chart
Hca Healthcare Stock (HCA)	0.2	$490k	+10%	1.3k	389.91	View chart
Kraneshares Public-private Ai & Technology Etf Etf (AGIX)	0.2	$469k	+2%	10k	46.89	View chart
Space Exploration Techn Corp Class A Com Stk Stock (SPCX)	0.2	$459k	NEW	2.7k	170.86	View chart
Vanguard Health Care Etf Etf (VHT)	0.2	$451k		1.5k	298.94	View chart
Vaneck Semiconductor Etf Etf (SMH)	0.2	$445k	+17%	679.00	655.60	View chart
Southern Stock (SO)	0.2	$430k	-6%	4.5k	95.71	View chart
Trustmark Corp Stock (TRMK)	0.2	$422k		9.2k	46.01	View chart
Micron Technology Stock (MU)	0.2	$421k	NEW	365.00	1154.29	View chart
Sherwin Williams Stock (SHW)	0.2	$418k	-4%	1.2k	344.45	View chart
Waste Mgmt Inc Del Stock (WM)	0.2	$411k		1.8k	222.88	View chart
State Street Spdr S&p Dividend Etf Etf (SDY)	0.2	$388k		2.6k	152.19	View chart
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK)	0.1	$381k	NEW	3.4k	111.55	View chart
Citigroup Stock (C)	0.1	$380k	+4%	2.7k	139.94	View chart
Nextera Energy Stock (NEE)	0.1	$378k	+25%	4.3k	87.77	View chart
Baker Hughes Company Cl A Stock (BKR)	0.1	$374k	+2%	6.7k	55.50	View chart
Eldridge Bbb-b Clo Etf Etf (CLOZ)	0.1	$361k	NEW	14k	26.42	View chart
Warner Bros Discovery Inc Com Ser A Stock (WBD)	0.1	$359k		14k	26.66	View chart
Enterprise Prods Partners Stock (EPD)	0.1	$356k	+41%	9.7k	36.76	View chart
Csx Corp Stock (CSX)	0.1	$353k		7.4k	47.53	View chart
Jpmorgan Income Etf Etf (JPIE)	0.1	$353k	-2%	7.7k	46.05	View chart
Intel Corp Stock (INTC)	0.1	$352k	NEW	2.5k	139.63	View chart
State Street Consumer Discretionary Select Sector Spdr Etf Etf (XLY)	0.1	$349k		3.0k	117.27	View chart
Defiance Space And Connective Tech Etf Etf (UFOX)	0.1	$346k	-2%	3.6k	95.03	View chart
Vanguard Morningstar Value Etf Etf (VTV)	0.1	$328k		1.5k	217.98	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.1	$325k		1.9k	175.33	View chart
Agnico Eagle Mines Stock (AEM)	0.1	$322k	-7%	2.1k	155.12	View chart
Robinhood Mkts Inc Com Cl A Stock (HOOD)	0.1	$322k	+4%	3.2k	100.28	View chart
State Street Energy Select Sector Spdr Etf Etf (XLE)	0.1	$320k	-11%	6.0k	53.11	View chart
Moodys Corp Stock (MCO)	0.1	$319k	+13%	704.00	452.92	View chart
Vanguard Information Technology Etf Etf (VGT)	0.1	$315k	+699%	2.6k	119.54	View chart
Vertiv Holdings Co Com Cl A Stock (VRT)	0.1	$308k	NEW	919.00	334.90	View chart
United Cmnty Bks Blairsvle Ga Stock (UCB)	0.1	$303k		8.6k	35.09	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$290k		1.2k	236.69	View chart
Ishares Core S&p Small Cap Etf Etf (IJR)	0.1	$275k		1.9k	148.29	View chart
Applovin Corp Com Cl A Stock (APP)	0.1	$270k	NEW	524.00	515.23	View chart
Global X Artificial Intelligence & Technology Etf Etf (AIQ)	0.1	$266k	NEW	4.1k	65.62	View chart
Bank Of Ny Mellon Corp Stock (BNY)	0.1	$258k	+2%	1.8k	144.62	View chart
Mcdonalds Corp Stock (MCD)	0.1	$253k		937.00	270.28	View chart
Texas Instrs Stock (TXN)	0.1	$248k	NEW	832.00	297.91	View chart
Phillips 66 Stock (PSX)	0.1	$236k	+8%	1.4k	169.01	View chart
Kkr & Co Stock (KKR)	0.1	$235k	NEW	2.6k	91.78	View chart
Cameco Corp Stock (CCJ)	0.1	$232k	+5%	2.3k	101.87	View chart
Bristol-myers Squibb Stock (BMY)	0.1	$228k	+15%	4.0k	57.63	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$227k	NEW	2.9k	77.10	View chart
Arista Networks Stock (ANET)	0.1	$227k	-29%	1.3k	169.88	View chart
Textron Stock (TXT)	0.1	$223k		2.4k	91.74	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$220k	NEW	889.00	247.83	View chart
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.1	$218k	NEW	1.8k	118.98	View chart
State Street Utilities Select Sector Spdr Etf Etf (XLU)	0.1	$218k	NEW	4.8k	45.34	View chart
Lam Research Corp Stock (LRCX)	0.1	$215k	NEW	496.00	433.33	View chart
Abbott Laboratories Stock (ABT)	0.1	$213k	+9%	2.4k	90.75	View chart
Rocket Lab Corp Stock (RKLB)	0.1	$210k	NEW	2.1k	101.65	View chart
Chevron Corporation Stock (CVX)	0.1	$209k	+23%	1.3k	165.74	View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET)	0.1	$209k	NEW	11k	19.12	View chart
Cisco Sys Stock (CSCO)	0.1	$208k	NEW	1.8k	117.44	View chart
Servisfirst Bancshares Stock (SFBS)	0.1	$207k	NEW	2.4k	86.74	View chart
Pnc Finl Svcs Group Stock (PNC)	0.1	$206k	NEW	838.00	246.19	View chart
Ishares Msci Usa Quality Factor Etf Etf (QUAL)	0.1	$206k	NEW	939.00	219.53	View chart
State Street Health Care Select Sector Spdr Etf Etf (XLV)	0.1	$204k	NEW	1.3k	158.71	View chart
Madison Square Grdn Sprt Corp Cl A Stock (MSGS)	0.1	$201k	NEW	500.00	401.84	View chart
Kimbell Rty Partners Lp Unit Stock (KRP)	0.1	$172k	NEW	12k	14.53	View chart
B2gold Corp Stock (BTG)	0.0	$52k	NEW	14k	3.74	View chart

Past Filings by Resolute Wealth Strategies

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

Resolute Wealth Strategies 2026 Q2 filed Aug. 12, 2026
Resolute Wealth Strategies 2026 Q1 filed May 7, 2026
Resolute Wealth Strategies 2025 Q4 filed Feb. 6, 2026
Resolute Wealth Strategies 2025 Q3 filed Nov. 12, 2025
Resolute Wealth Strategies 2025 Q2 filed Aug. 12, 2025
Resolute Wealth Strategies 2025 Q1 filed May 7, 2025
Resolute Wealth Strategies 2024 Q4 filed Feb. 6, 2025
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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