Resolute Wealth Strategies

Resolute Wealth Strategies as of Dec. 31, 2023

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