Resolute Wealth Strategies

Resolute Wealth Strategies as of June 30, 2025

Portfolio Holdings for Resolute Wealth Strategies

Resolute Wealth Strategies holds 101 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple Stock (AAPL) 14.3 $27M 130k 205.17
Jpmorgan Active Value Etf Etf (JAVA) 6.0 $11M 172k 65.50
Fidelity Total Bond Etf Etf (FBND) 5.8 $11M 235k 45.75
Amazon Stock (AMZN) 5.3 $9.9M 45k 219.39
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT) 5.2 $9.8M 97k 100.53
Nvidia Corporation Stock (NVDA) 3.9 $7.4M 47k 157.99
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 2.9 $5.5M 11k 485.78
Caterpillar Stock (CAT) 2.8 $5.2M 14k 388.20
Ishares S&p 500 Growth Etf Etf (IVW) 2.7 $5.0M 45k 110.10
Ishares S&p 500 Value Etf Etf (IVE) 2.4 $4.6M 23k 195.42
Microsoft Corp Stock (MSFT) 2.4 $4.5M 9.1k 497.43
Spdr S&p 500 Etf Trust Etf (SPY) 2.3 $4.4M 7.0k 617.86
Alphabet Inc Cap Stk Cl C Stock (GOOG) 2.2 $4.1M 23k 177.39
Blackstone Stock (BX) 2.2 $4.1M 27k 149.58
Spdr Gold Shares Etf (GLD) 2.2 $4.1M 13k 304.83
Jpmorgan Chase & Co Stock (JPM) 2.1 $3.8M 13k 289.91
Shopify Inc Cl A Sub Vtg Stock (SHOP) 2.1 $3.8M 33k 115.35
At&t Stock (T) 2.0 $3.8M 132k 28.94
Jpmorgan Active Growth Etf Etf (JGRO) 1.9 $3.5M 41k 86.07
Amgen Stock (AMGN) 1.5 $2.9M 10k 279.22
Renasant Corp Stock (RNST) 1.5 $2.8M 78k 35.93
Exxon Mobil Corp Stock (XOM) 1.2 $2.1M 20k 107.80
Reddit Inc Cl A Stock (RDDT) 1.1 $2.1M 14k 150.57
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 1.1 $2.1M 12k 176.23
First Trust Dow Jones Internet Index Fund Etf (FDN) 1.0 $2.0M 7.3k 269.33
Walmart Stock (WMT) 1.0 $1.9M 19k 97.78
Vanguard S&p 500 Etf Etf (VOO) 0.9 $1.6M 2.9k 568.06
Ft Vest Rising Dividend Achievers Target Income Etf Etf (RDVI) 0.6 $1.2M 49k 24.71
Visa Inc Com Cl A Stock (V) 0.6 $1.1M 3.2k 355.00
Eli Lilly & Co Stock (LLY) 0.6 $1.1M 1.4k 779.48
Jpmorgan Equity Premium Income Etf Etf (JEPI) 0.5 $973k 17k 56.85
American Express Stock (AXP) 0.5 $960k 3.0k 319.01
Health Care Select Sector Spdr Fund Etf (XLV) 0.5 $929k 6.9k 134.80
Abbvie Stock (ABBV) 0.5 $919k 5.0k 185.61
Ishares Silver Trust Etf (SLV) 0.5 $865k 26k 32.81
Vanguard Russell 1000 Growth Etf Etf (VONG) 0.4 $833k 7.6k 109.20
Leidos Holdings Stock (LDOS) 0.4 $778k 4.9k 157.75
Invesco Qqq Trust Series I Etf (QQQ) 0.4 $770k 1.4k 551.62
Meta Platforms Inc Cl A Stock (META) 0.4 $753k 1.0k 737.77
Ishares Semiconductor Etf Etf (SOXX) 0.4 $733k 3.1k 238.74
Unitedhealth Group Stock (UNH) 0.4 $705k 2.3k 311.93
Murphy Oil Corp Stock (MUR) 0.4 $663k 30k 22.50
Ft Vest S&p 500 Dividend Aristocrats Target Income Etf Etf (KNG) 0.4 $657k 13k 49.10
Palantir Technologies Inc Cl A Stock (PLTR) 0.3 $639k 4.7k 136.32
Ishares Core S&p 500 Etf Etf (IVV) 0.3 $635k 1.0k 620.73
Utilities Select Sector Spdr Fund Etf (XLU) 0.3 $635k 7.8k 81.66
Merck & Co Stock (MRK) 0.3 $604k 7.6k 79.16
Union Pac Corp Stock (UNP) 0.3 $597k 2.6k 230.05
Consumer Staples Select Sector Spdr Fund Etf (XLP) 0.3 $562k 6.9k 80.97
Lowes Cos Stock (LOW) 0.3 $535k 2.4k 221.87
Gold Fields Adr (GFI) 0.3 $526k 22k 23.67
Chipotle Mexican Grill Stock (CMG) 0.3 $517k 9.2k 56.15
Vanguard Russell 1000 Value Etf Etf (VONV) 0.3 $514k 6.0k 85.21
Home Depot Stock (HD) 0.3 $505k 1.4k 366.70
Procter And Gamble Stock (PG) 0.3 $492k 3.1k 159.33
Energy Select Sector Spdr Fund Etf (XLE) 0.3 $487k 5.7k 84.81
International Business Machs Stock (IBM) 0.3 $486k 1.6k 294.78
Vanguard Health Care Etf Etf (VHT) 0.3 $485k 2.0k 248.31
Murphy Usa Stock (MUSA) 0.3 $482k 1.2k 406.72
Dnp Select Income Cef (DNP) 0.3 $476k 49k 9.79
Bank America Corp Stock (BAC) 0.3 $471k 10k 47.32
Agnico Eagle Mines Stock (AEM) 0.3 $469k 3.9k 118.94
Hca Healthcare Stock (HCA) 0.2 $459k 1.2k 382.96
Workday Inc Cl A Stock (WDAY) 0.2 $453k 1.9k 240.00
Jpmorgan Income Etf Etf (JPIE) 0.2 $446k 9.6k 46.32
Johnson & Johnson Stock (JNJ) 0.2 $442k 2.9k 152.76
Southern Stock (SO) 0.2 $436k 4.7k 91.82
Coca Cola Stock (KO) 0.2 $432k 6.1k 70.75
Wisdomtree Emerging Markets Multifactor Fund Etf (EMMF) 0.2 $431k 15k 28.87
Waste Mgmt Inc Del Stock (WM) 0.2 $425k 1.9k 228.85
Sherwin Williams Stock (SHW) 0.2 $418k 1.2k 343.30
Spdr S&p Dividend Etf Etf (SDY) 0.2 $413k 3.0k 135.73
Broadcom Stock (AVGO) 0.2 $390k 1.4k 275.66
Tesla Stock (TSLA) 0.2 $389k 1.2k 317.63
Marathon Pete Corp Stock (MPC) 0.2 $382k 2.3k 166.11
Rtx Corporation Stock (RTX) 0.2 $364k 2.5k 146.03
Vanguard Small-cap Etf Etf (VB) 0.2 $350k 1.5k 236.98
Vanguard Growth Etf Etf (VUG) 0.2 $349k 796.00 438.61
Advanced Micro Devices Stock (AMD) 0.2 $343k 2.4k 141.90
Ishares U.s. Technology Etf Etf (IYW) 0.2 $338k 2.0k 173.23
Eastgroup Pptys Reit (EGP) 0.2 $334k 2.0k 167.09
Trustmark Corp Stock (TRMK) 0.2 $333k 9.1k 36.46
Servisfirst Bancshares Stock (SFBS) 0.2 $330k 4.3k 77.52
Consumer Discretionary Select Sector Spdr Fund Etf (XLY) 0.2 $321k 1.5k 217.40
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI) 0.2 $320k 1.9k 169.18
Jpmorgan Active Bond Etf Etf (JBND) 0.2 $314k 5.9k 53.59
United Cmnty Bks Blairsvle Ga Stock (UCB) 0.2 $308k 10k 29.79
Moodys Corp Stock (MCO) 0.2 $301k 600.00 501.59
Blackstone Secd Lending Cef (BXSL) 0.2 $295k 9.6k 30.75
Jpmorgan U.s. Tech Leaders Etf Etf (JTEK) 0.1 $271k 3.2k 84.46
Mcdonalds Corp Stock (MCD) 0.1 $267k 914.00 292.20
Robinhood Mkts Inc Com Cl A Stock (HOOD) 0.1 $262k 2.8k 93.63
Vanguard Information Technology Etf Etf (VGT) 0.1 $260k 392.00 663.35
Encompass Health Corp Stock (EHC) 0.1 $249k 2.0k 122.63
Vanguard Dividend Appreciation Etf Etf (VIG) 0.1 $246k 1.2k 204.60
Defiance Connective Technologies Etf Etf (SIXG) 0.1 $244k 4.6k 52.76
Principal Financial Group Stock (PFG) 0.1 $243k 3.1k 79.43
Abbott Labs Stock (ABT) 0.1 $239k 1.8k 135.97
Enterprise Prods Partners Stock (EPD) 0.1 $215k 6.9k 31.01
Csx Corp Stock (CSX) 0.1 $210k 6.4k 32.63
B2gold Corp Stock (BTG) 0.0 $82k 23k 3.61