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

About Resolute Wealth Strategies, LLC

Investment Activity

  • Resolute Wealth Strategies, LLC has $186.60 million in total holdings as of June 30, 2025.
  • Resolute Wealth Strategies, LLC owns shares of 101 different stocks, but just 27 companies or ETFs make up 80% of its holdings.
  • Approximately 4.79% of the portfolio was purchased this quarter.
  • About 5.59% of the portfolio was sold this quarter.
  • This quarter, Resolute Wealth Strategies, LLC has purchased 100 new stocks and bought additional shares in 49 stocks.
  • Resolute Wealth Strategies, LLC sold shares of 33 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$26,639,743
Amazon.com
$9,943,277

Largest New Holdings this Quarter

81369Y886 - Utilities Select Sector SPDR Fund
$634,825 Holding
81369Y308 - Consumer Staples Select Sector SPDR Fund
$562,419 Holding
922908751 - Vanguard Small-Cap ETF
$349,546 Holding
770700102 - Robinhood Markets
$262,164 Holding
126408103 - CSX
$209,848 Holding

Largest Purchases this Quarter

Vanguard S&P 500 ETF
2,395 shares (about $1.36M)
Health Care Select Sector SPDR Fund
5,009 shares (about $675.19K)
Utilities Select Sector SPDR Fund
7,774 shares (about $634.83K)
Consumer Staples Select Sector SPDR Fund
6,946 shares (about $562.42K)

Largest Sales this Quarter

Blackstone Secured Lending Fund
222,441 shares (about $6.84M)
Meta Platforms
667 shares (about $492.09K)
American Express
1,313 shares (about $418.87K)
JPMorgan Income ETF
8,219 shares (about $380.71K)
Apple
1,188 shares (about $243.74K)

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
$26,639,743$243,743 -0.9%129,84214.3%Computer and Technology
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$11,242,456$329,530 3.0%171,6416.0%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$10,743,873$372,908 3.6%234,8395.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,943,277$134,926 1.4%45,3225.3%Retail/Wholesale
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$9,788,189$1,663,151 20.5%97,3615.2%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,362,190$300,182 4.3%46,5993.9%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,500,455$12,630 -0.2%11,3232.9%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$5,240,321$14,363 -0.3%13,4992.8%Industrials
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$4,990,883$8,478 -0.2%45,3302.7%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,565,999$4,495 0.1%23,3652.4%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,524,582$483,000 12.0%9,0962.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,354,085$53,754 -1.2%7,0472.3%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$4,104,748$126,832 3.2%23,1402.2%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$4,067,376$14,659 0.4%27,1922.2%Finance
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$4,061,860$403,900 11.0%13,3252.2%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$3,843,032$58,562 -1.5%13,2562.1%Finance
Shopify Inc. stock logo
SHOP
Shopify
$3,833,657$2,307 0.1%33,2352.1%Computer and Technology
AT&T Inc. stock logo
T
AT&T
$3,816,353$724 0.0%131,8712.0%Computer and Technology
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$3,489,891$261,137 8.1%40,5471.9%ETF
Amgen Inc. stock logo
AMGN
Amgen
$2,874,5970.0%10,2951.5%Medical
Renasant Co. stock logo
RNST
Renasant
$2,784,527$11,426 0.4%77,4991.5%Finance
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$2,146,315$3,773 0.2%19,9101.2%Energy
REDDIT INC CL A
$2,137,040$259,432 13.8%14,1931.1%Stock
Alphabet Inc. stock logo
GOOGL
Alphabet
$2,105,398$44,938 2.2%11,9471.1%Computer and Technology
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$1,953,720$88,879 -4.4%7,2541.0%ETF
Walmart Inc. stock logo
WMT
Walmart
$1,891,412$14,764 -0.8%19,3441.0%Retail/Wholesale
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,638,848$1,360,499 488.8%2,8850.9%ETF
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$1,211,864$126,121 11.6%49,0430.6%ETF
Visa Inc. stock logo
V
Visa
$1,129,596$5,325 -0.5%3,1820.6%Business Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,063,988$14,810 1.4%1,3650.6%Medical
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$972,957$18,932 2.0%17,1140.5%ETF
American Express Company stock logo
AXP
American Express
$959,596$418,866 -30.4%3,0080.5%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$928,477$675,195 266.6%6,8880.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$918,747$371 0.0%4,9500.5%Medical
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$864,970$49,215 -5.4%26,3630.5%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$832,638$764 0.1%7,6250.4%ETF
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$778,198$31,708 -3.9%4,9330.4%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$769,506$3,310 0.4%1,3950.4%Finance
Meta Platforms, Inc. stock logo
META
Meta Platforms
$753,260$492,091 -39.5%1,0210.4%Computer and Technology
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$732,680$148,732 -16.9%3,0690.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$705,264$2,807 -0.4%2,2610.4%Medical
Murphy Oil Corporation stock logo
MUR
Murphy Oil
$662,823$9,022 1.4%29,4590.4%Energy
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$656,676$44,093 7.2%13,3740.4%ETF
PALANTIR TECHNOLOGIES INC CL A
$638,7960.0%4,6860.3%Stock
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$635,005$5,587 -0.9%1,0230.3%ETF
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$634,825$634,825 New Holding7,7740.3%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$603,649$37,204 -5.8%7,6260.3%Medical
Union Pacific Corporation stock logo
UNP
Union Pacific
$597,439$3,451 0.6%2,5970.3%Transportation
Consumer Staples Select Sector SPDR Fund stock logo
XLP
Consumer Staples Select Sector SPDR Fund
$562,419$562,419 New Holding6,9460.3%ETF
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$534,7070.0%2,4100.3%Retail/Wholesale
Gold Fields Limited stock logo
GFI
Gold Fields
$525,5650.0%22,2040.3%Basic Materials
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$516,580$8,423 -1.6%9,2000.3%Retail/Wholesale
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$514,100$1,875 0.4%6,0330.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$504,951$37,404 -6.9%1,3770.3%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$492,317$478 0.1%3,0900.3%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$486,580$12,383 -2.5%5,7370.3%ETF
International Business Machines Corporation stock logo
IBM
International Business Machines
$486,092$1,474 0.3%1,6490.3%Computer and Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$484,956$26,818 -5.2%1,9530.3%ETF
Murphy USA Inc. stock logo
MUSA
Murphy USA
$481,959$813 0.2%1,1850.3%Retail/Wholesale
DNP Select Income Fund Inc. stock logo
DNP
DNP Select Income Fund
$475,464$9,849 2.1%48,5660.3%Finance
Bank of America Corporation stock logo
BAC
Bank of America
$471,151$9,606 -2.0%9,9570.3%Finance
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$469,3400.0%3,9460.3%Basic Materials
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$459,168$766 0.2%1,1990.2%Medical
Workday, Inc. stock logo
WDAY
Workday
$453,3600.0%1,8890.2%Computer and Technology
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$445,464$380,708 -46.1%9,6170.2%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$441,643$1,069 0.2%2,8910.2%Medical
Southern Company (The) stock logo
SO
Southern
$435,872$459 0.1%4,7470.2%Utilities
CocaCola Company (The) stock logo
KO
CocaCola
$432,2400.0%6,1090.2%Consumer Staples
EMMF
WisdomTree Emerging Markets Multifactor Fund
$430,833$68,418 18.9%14,9240.2%Manufacturing
Waste Management, Inc. stock logo
WM
Waste Management
$424,753$1,144 -0.3%1,8560.2%Business Services
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$417,799$1,030 0.2%1,2170.2%Basic Materials
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$412,888$1,493 0.4%3,0420.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$390,060$48,241 14.1%1,4150.2%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$388,4670.0%1,2230.2%Auto/Tires/Trucks
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$382,3850.0%2,3020.2%Energy
RTX Corporation stock logo
RTX
RTX
$363,903$13,289 -3.5%2,4920.2%Aerospace
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$349,546$349,546 New Holding1,4750.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$349,1310.0%7960.2%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$342,547$73,788 -17.7%2,4140.2%Computer and Technology
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$337,976$24,945 -6.9%1,9510.2%Manufacturing
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
$333,5100.0%1,9960.2%Finance
Trustmark Corporation stock logo
TRMK
Trustmark
$332,721$1,859 0.6%9,1260.2%Finance
SERVISFIRST BANCSHARES INC COM
$329,987$698 0.2%4,2570.2%Stock
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$321,320$435 0.1%1,4780.2%Finance
iShares U.S. Broker-Dealers & Securities Exchanges ETF stock logo
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$320,082$69,193 -17.8%1,8920.2%ETF
JPMORGAN ACTIVE BOND ETF
$313,823$107,180 51.9%5,8560.2%ETF
United Community Banks, Inc. stock logo
UCBI
United Community Banks
$307,695$2,830 0.9%10,3290.2%Finance
Moody's Corporation stock logo
MCO
Moody's
$300,9540.0%6000.2%Finance
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
$294,647$6,840,072 -95.9%9,5820.2%Finance
JPMORGAN U.S. TECH LEADERS ETF
$270,948$27,956 -9.4%3,2080.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$267,069$1,461 0.6%9140.1%Retail/Wholesale
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$262,164$262,164 New Holding2,8000.1%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$260,035$39,801 -13.3%3920.1%ETF
Encompass Health Corporation stock logo
EHC
Encompass Health
$248,9390.0%2,0300.1%Medical
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$246,1290.0%1,2030.1%ETF
Defiance Next Gen Connectivity ETF stock logo
FIVG
Defiance Next Gen Connectivity ETF
$243,693$11,818 -4.6%4,6190.1%ETF
Principal Financial Group, Inc. stock logo
PFG
Principal Financial Group
$242,885$1,191 0.5%3,0580.1%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$239,448$3,399 -1.4%1,7610.1%Medical
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$214,769$1,209 0.6%6,9260.1%Energy
CSX Corporation stock logo
CSX
CSX
$209,848$209,848 New Holding6,4310.1%Transportation

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