Free Trial

Resolute Wealth Strategies, LLC Top Holdings and 13F Report (2025)

About Resolute Wealth Strategies, LLC

Investment Activity

  • Resolute Wealth Strategies, LLC has $179.12 million in total holdings as of March 31, 2025.
  • Resolute Wealth Strategies, LLC owns shares of 100 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 8.11% of the portfolio was purchased this quarter.
  • About 11.27% of the portfolio was sold this quarter.
  • This quarter, Resolute Wealth Strategies, LLC has purchased 94 new stocks and bought additional shares in 53 stocks.
  • Resolute Wealth Strategies, LLC sold shares of 27 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Apple
$29,105,637
Amazon.com
$8,506,026

Largest New Holdings this Quarter

25278X109 - Diamondback Energy
$602,697 Holding
38059T106 - Gold Fields
$490,483 Holding
008474108 - Agnico Eagle Mines
$427,804 Holding
69608A108 - PALANTIR TECHNOLOGIES INC CL A
$395,498 Holding

Largest Purchases this Quarter

JPMorgan Active Value ETF
104,245 shares (about $6.62M)
Diamondback Energy
3,770 shares (about $602.70K)
Blackstone Secured Lending Fund
16,309 shares (about $527.76K)
Gold Fields
22,204 shares (about $490.48K)
Meta Platforms
770 shares (about $443.85K)

Largest Sales this Quarter

iShares S&P 500 Growth ETF
39,228 shares (about $3.64M)
NVIDIA
27,700 shares (about $3.00M)
JPMorgan Active Growth ETF
21,683 shares (about $1.60M)
REDDIT INC CL A
3,320 shares (about $348.27K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofResolute Wealth Strategies, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Apple Inc. stock logo
AAPL
Apple
$29,105,637$275,885 -0.9%131,03016.2%Computer and Technology
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$10,586,371$6,623,710 167.2%166,6105.9%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$10,348,326$294,260 -2.8%226,6885.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$8,506,026$44,521 0.5%44,7074.7%Retail/Wholesale
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$8,131,927$339,392 -4.0%80,8184.5%ETF
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
$7,508,278$527,760 7.6%232,0234.2%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$6,044,339$123,560 -2.0%11,3493.4%Finance
NVIDIA Co. stock logo
NVDA
NVIDIA
$4,844,438$3,002,101 -38.3%44,6992.7%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$4,464,220$7,256 0.2%13,5362.5%Industrials
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,448,529$46,692 -1.0%23,3422.5%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$4,215,145$3,641,547 -46.3%45,4072.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$3,990,677$121,387 -3.0%7,1342.2%Finance
Blackstone Inc. stock logo
BX
Blackstone
$3,787,219$280 0.0%27,0942.1%Finance
AT&T Inc. stock logo
T
AT&T
$3,728,619$18,410 0.5%131,8462.1%Computer and Technology
Alphabet Inc. stock logo
GOOG
Alphabet
$3,503,479$90,301 -2.5%22,4252.0%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$3,457,680$63,103 1.9%12,0001.9%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,301,158$116,760 3.7%13,4581.8%Finance
Amgen Inc. stock logo
AMGN
Amgen
$3,207,4630.0%10,2951.8%Medical
Shopify Inc. stock logo
SHOP
Shopify
$3,171,368$8,593 0.3%33,2151.8%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$3,050,209$318,348 11.7%8,1251.7%Computer and Technology
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$2,768,093$1,599,994 -36.6%37,5131.5%ETF
Renasant Co. stock logo
RNST
Renasant
$2,618,761$22,156 0.9%77,1811.5%Finance
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,363,693$161,504 -6.4%19,8751.3%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,808,094$206,449 12.9%11,6921.0%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1,711,507$155,743 10.0%19,4951.0%Retail/Wholesale
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$1,684,786$5,998 -0.4%7,5840.9%ETF
REDDIT INC CL A
$1,308,103$348,268 -21.0%12,4700.7%Stock
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,188,841$262,383 28.3%2,2700.7%Medical
American Express stock logo
AXP
American Express
$1,162,537$210,930 22.2%4,3210.6%Finance
Visa Inc. stock logo
V
Visa
$1,120,321$8,761 -0.8%3,1970.6%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,111,354$253,481 29.5%1,3460.6%Medical
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$1,042,233$263,838 33.9%43,9390.6%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,036,628$249,310 31.7%4,9480.6%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$973,013$443,851 83.9%1,6880.5%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$958,872$34,627 -3.5%16,7810.5%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$863,4740.0%27,8630.5%ETF
Murphy Oil Co. stock logo
MUR
Murphy Oil
$825,254$8,974 1.1%29,0580.5%Energy
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$821,686$266,739 48.1%17,8360.5%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$726,726$39,765 5.8%8,0960.4%Medical
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$706,850$742 0.1%7,6180.4%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$694,755$7,339 -1.0%3,6920.4%ETF
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$692,743$13,088 1.9%5,1340.4%Aerospace
Invesco QQQ stock logo
QQQ
Invesco QQQ
$651,401$36,111 -5.3%1,3890.4%Finance
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$630,264$160,344 34.1%12,4760.4%ETF
Union Pacific Co. stock logo
UNP
Union Pacific
$609,911$3,543 0.6%2,5820.3%Transportation
Diamondback Energy, Inc. stock logo
FANG
Diamondback Energy
$602,697$602,697 New Holding3,7700.3%Energy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$579,822$43,262 -6.9%1,0320.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$562,0840.0%2,4100.3%Retail/Wholesale
Murphy USA Inc. stock logo
MUSA
Murphy USA
$555,968$470 0.1%1,1830.3%Retail/Wholesale
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$549,772$61,865 -10.1%5,8830.3%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$545,728$25,155 -4.4%2,0610.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$542,099$2,199 0.4%1,4790.3%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$526,084$511 0.1%3,0870.3%Consumer Staples
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$496,183$1,733 0.4%6,0110.3%ETF
Gold Fields Limited stock logo
GFI
Gold Fields
$490,483$490,483 New Holding22,2040.3%Basic Materials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$478,241$161,182 50.8%2,8840.3%Medical
DNP Select Income Fund Inc. stock logo
DNP
DNP Select Income Fund
$470,368$9,959 2.2%47,5600.3%Finance
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$469,4640.0%9,3500.3%Retail/Wholesale
Workday, Inc. stock logo
WDAY
Workday
$441,138$70,059 18.9%1,8890.2%Computer and Technology
The Coca-Cola Company stock logo
KO
Coca-Cola
$437,522$4,297 -1.0%6,1090.2%Consumer Staples
The Southern Company stock logo
SO
Southern
$436,016$199,435 84.3%4,7420.2%Utilities
Waste Management, Inc. stock logo
WM
Waste Management
$430,792$44,908 -9.4%1,8610.2%Business Services
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$427,804$427,804 New Holding3,9460.2%Basic Materials
Bank of America Co. stock logo
BAC
Bank of America
$423,996$39,311 10.2%10,1600.2%Finance
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$423,962$1,048 0.2%1,2140.2%Basic Materials
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$413,556$691 0.2%1,1970.2%Medical
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$411,201$117,350 -22.2%3,0310.2%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$408,797$5,222 1.3%1,6440.2%Computer and Technology
PALANTIR TECHNOLOGIES INC CL A
$395,498$395,498 New Holding4,6860.2%Stock
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
$351,5310.0%1,9960.2%Finance
SERVISFIRST BANCSHARES INC COM
$350,913$578 0.2%4,2480.2%Stock
RTX Co. stock logo
RTX
RTX
$342,121$1,325 0.4%2,5830.2%Aerospace
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$335,378$14,569 4.5%2,3020.2%Energy
EMMF
WisdomTree Emerging Markets Multifactor Fund
$333,067$333,067 New Holding12,5540.2%Manufacturing
iShares U.S. Broker-Dealers & Securities Exchanges ETF stock logo
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$322,406$841 0.3%2,3010.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$316,928$97,437 44.4%1,2230.2%Auto/Tires/Trucks
Trustmark Co. stock logo
TRMK
Trustmark
$313,003$3,449 -1.1%9,0750.2%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$301,439$50,240 20.0%2,9340.2%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$295,312$371 0.1%7960.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$294,216$70,359 31.4%2,0950.2%Manufacturing
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$291,401$790 0.3%1,4760.2%Finance
United Community Banks, Inc. stock logo
UCBI
United Community Banks
$287,872$2,194 0.8%10,2340.2%Finance
McDonald's Co. stock logo
MCD
McDonald's
$284,021$1,562 0.6%9090.2%Retail/Wholesale
Halliburton stock logo
HAL
Halliburton
$281,701$3,831 1.4%11,1040.2%Energy
Moody's Co. stock logo
MCO
Moody's
$279,4140.0%6000.2%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$274,351$94,030 -25.5%1,8790.2%ETF
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$256,701$1,181 0.5%3,0430.1%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$251,890$251,890 New Holding4900.1%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$245,054$18,975 -7.2%4520.1%ETF
JPMORGAN U.S. TECH LEADERS ETF
$237,785$237,785 New Holding3,5390.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$236,959$236,959 New Holding1,7860.1%Medical
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$235,139$1,229 0.5%6,8870.1%Energy
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$233,285$1,164 0.5%1,2030.1%ETF
First Trust NYSE Arca Biotechnology Index Fund stock logo
FBT
First Trust NYSE Arca Biotechnology Index Fund
$225,7900.0%1,3270.1%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$207,613$207,613 New Holding1,2400.1%Computer and Technology
JPMORGAN ACTIVE BOND ETF
$206,3730.0%3,8560.1%ETF
Defiance Next Gen Connectivity ETF stock logo
FIVG
Defiance Next Gen Connectivity ETF
$205,832$128 0.1%4,8430.1%ETF
Encompass Health Co. stock logo
EHC
Encompass Health
$205,598$205,598 New Holding2,0300.1%Medical
B2Gold Corp. stock logo
BTG
B2Gold
$64,603$64,603 New Holding22,6680.0%Basic Materials
Sibanye Stillwater Limited stock logo
SBSW
Sibanye Stillwater
$51,296$51,296 New Holding11,2000.0%Basic Materials

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data