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Resolute Wealth Strategies, LLC Top Holdings and 13F Report (2026)

About Resolute Wealth Strategies, LLC

Investment Activity

  • Resolute Wealth Strategies, LLC has $231.76 million in total holdings as of March 31, 2026.
  • Resolute Wealth Strategies, LLC owns shares of 114 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
  • Approximately 9.08% of the portfolio was purchased this quarter.
  • About 3.62% of the portfolio was sold this quarter.
  • This quarter, Resolute Wealth Strategies, LLC has purchased 109 new stocks and bought additional shares in 72 stocks.
  • Resolute Wealth Strategies, LLC sold shares of 26 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple
$32,722,538
NVIDIA
$9,498,931
Amazon.com
$9,404,511

Largest New Holdings this Quarter

81369Y704 - Industrial Select Sector SPDR Fund
$5,067,007 Holding
464288760 - iShares U.S. Aerospace & Defense ETF
$2,432,556 Holding
81369Y100 - Materials Select Sector SPDR Fund
$774,822 Holding
36828A101 - GE VERNOVA INC COM
$337,014 Holding
718546104 - Phillips 66
$234,466 Holding

Largest Purchases this Quarter

Industrial Select Sector SPDR Fund
31,330 shares (about $5.07M)
Microsoft
9,528 shares (about $3.53M)
iShares U.S. Aerospace & Defense ETF
11,120 shares (about $2.43M)
Materials Select Sector SPDR Fund
15,506 shares (about $774.82K)

Largest Sales this Quarter

Technology Select Sector SPDR Fund
6,363 shares (about $845.71K)
iShares Silver Trust
10,698 shares (about $728.96K)
Gold Fields
8,206 shares (about $372.54K)
Agnico Eagle Mines
1,325 shares (about $268.92K)
First Trust Dow Jones Internet Index Fund
735 shares (about $172.01K)

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
$32,722,538$540,829 1.7%128,93514.1%Computer and Technology
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$13,589,907$725,014 5.6%160,7895.9%ETF
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$11,475,441$75,182 0.7%251,5445.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$9,498,931$319,503 3.5%54,4664.1%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,404,511$137,668 -1.4%45,1554.1%Retail/Wholesale
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$9,256,788$921,022 11.0%92,0434.0%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$9,048,252$36,131 -0.4%12,7723.9%Industrials
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$8,043,640$412,277 5.4%112,1063.5%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$7,587,725$3,526,971 86.9%20,4983.3%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$7,015,448$146,729 -2.0%16,3043.0%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$6,715,237$55,365 0.8%23,4092.9%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,326,388$35,461 -0.7%11,1152.3%Finance
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$5,073,840$26,015 -0.5%44,8582.2%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$5,067,007$5,067,007 New Holding31,3302.2%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$4,817,377$74,747 -1.5%22,8152.1%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,642,562$79,338 1.7%7,1392.0%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,297,661$292,982 7.3%14,6101.9%Finance
AT&T Inc. stock logo
T
AT&T
$3,866,956$44,674 1.2%133,3891.7%Computer and Technology
SHOPIFY INC CL A SUB VTG SHS
$3,703,316$75,917 2.1%31,2201.6%Stock
Amgen Inc. stock logo
AMGN
Amgen
$3,446,823$3,519 0.1%9,7961.5%Medical
Alphabet Inc. stock logo
GOOGL
Alphabet
$3,400,316$65,275 2.0%11,8251.5%Computer and Technology
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$3,285,281$9,162 -0.3%19,3641.4%Energy
Blackstone Inc. stock logo
BX
Blackstone
$3,134,258$1,380 0.0%27,2571.4%Finance
RENASANT CORP COM
$2,606,696$22,003 0.9%72,1481.1%Stock
WALMART INC COM
$2,494,935$19,885 0.8%20,0751.1%Stock
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$2,432,556$2,432,556 New Holding11,1201.0%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,999,795$47,202 2.4%3,3470.9%ETF
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$1,817,189$500,115 38.0%71,1230.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$1,505,063$36,799 2.5%1,6360.6%Medical
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$1,478,555$574,977 63.6%30,3540.6%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$1,475,325$172,012 -10.4%6,3040.6%ETF
REDDIT INC CL A
$1,462,299$3,097 -0.2%10,8600.6%Stock
PALANTIR TECHNOLOGIES INC CL A
$1,455,486$67,435 -4.4%9,9500.6%Stock
Murphy Oil Corporation stock logo
MUR
Murphy Oil
$1,242,890$2,269 0.2%30,1310.5%Energy
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,131,886$164,425 17.0%10,3190.5%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,092,798$15,658 1.5%5,0250.5%Medical
Visa Inc. stock logo
V
Visa
$1,078,319$130,559 13.8%3,5680.5%Business Services
American Express Company stock logo
AXP
American Express
$1,075,586$130,667 13.8%3,5560.5%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$1,061,962$728,962 -40.7%15,5850.5%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$998,755$2,629 -0.3%3,0390.4%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$872,036$85,415 10.9%1,5110.4%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$850,921$3,488 0.4%7,0740.4%Medical
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$824,859$23,794 3.0%5,3040.4%Computer and Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$804,290$14,850 1.9%14,1900.3%ETF
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$774,822$774,822 New Holding15,5060.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$679,000$38,863 6.1%2,7780.3%Medical
Union Pacific Corporation stock logo
UNP
Union Pacific
$672,308$37,121 5.8%2,7710.3%Transportation
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$644,180$38,546 -5.6%9860.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$625,169$29,171 4.9%1,0930.3%Computer and Technology
Gold Fields Limited stock logo
GFI
Gold Fields
$612,927$372,541 -37.8%13,5010.3%Basic Materials
Murphy USA Inc. stock logo
MUSA
Murphy USA
$610,660$988 0.2%1,2360.3%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$599,642$140,546 30.6%1,9370.3%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$595,189$25,755 4.5%2,5190.3%Retail/Wholesale
CocaCola Company (The) stock logo
KO
CocaCola
$585,880$105,936 22.1%7,7040.3%Consumer Staples
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$571,704$1,875 0.3%6,0990.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$559,076$14,869 -2.6%1,5040.2%Auto/Tires/Trucks
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$549,855$84,968 -13.4%2,0320.2%Medical
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$540,920$20,343 -3.6%2,6590.2%Computer and Technology
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$539,521$26,503 -4.7%1,1400.2%Medical
RTX Corporation stock logo
RTX
RTX
$536,646$52,469 10.8%2,7820.2%Aerospace
JPMORGAN ACTIVE BOND ETF
$522,806$107,540 25.9%9,7230.2%ETF
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$518,6380.0%2,1240.2%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$495,496$39,456 8.7%1,5070.2%Retail/Wholesale
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$493,759$7,945 -1.6%3,4180.2%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$486,719$88,230 22.1%2,0080.2%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$468,906$845,705 -64.3%3,5280.2%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$465,481$4,193 0.9%9,5480.2%Finance
Southern Company (The) stock logo
SO
Southern
$463,021$3,957 0.9%4,7970.2%Utilities
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$454,017$268,919 -37.2%2,2370.2%Basic Materials
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$451,026$64,694 16.7%1,7220.2%ETF
DNP Select Income Fund Inc. stock logo
DNP
DNP Select Income Fund
$432,260$8,003 1.9%41,9670.2%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$422,139$4,826 1.2%1,8370.2%Business Services
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$418,820$16,596 4.1%9590.2%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$415,731$2,451 -0.6%6,7860.2%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$409,508$87,946 -17.7%1,5040.2%ETF
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$405,921$14,108 3.6%1,2660.2%Basic Materials
Baker Hughes Company stock logo
BKR
Baker Hughes
$402,728$10,500 2.7%6,5970.2%Energy
Trustmark Corporation stock logo
TRMK
Trustmark
$384,547$1,812 0.5%9,1250.2%Finance
EastGroup Properties, Inc. stock logo
EGP
EastGroup Properties
$372,703$3,331 0.9%2,0140.2%Finance
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$371,079$1,021 0.3%2,5430.2%ETF
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$364,586$170,252 87.6%13,2770.2%Consumer Discretionary
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$362,973$18,750 -4.9%7,8790.2%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$354,102$181 0.1%1,9520.2%Manufacturing
GE VERNOVA INC COM
$337,014$337,014 New Holding3860.1%Stock
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$323,910$545 0.2%2,9720.1%Finance
Blackstone Secured Lending Fund stock logo
BXSL
Blackstone Secured Lending Fund
$321,758$8,292 2.6%13,5820.1%Finance
KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
$321,113$117,644 57.8%9,7990.1%ETF
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$317,735$77,739 32.4%3,4210.1%Utilities
CSX Corporation stock logo
CSX
CSX
$304,785$39,817 15.0%7,4250.1%Transportation
iShares U.S. Broker-Dealers & Securities Exchanges ETF stock logo
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$303,623$1,314 0.4%1,8490.1%ETF
Citigroup Inc. stock logo
C
Citigroup
$295,419$340 0.1%2,6050.1%Financial Services
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$294,695$981 0.3%1,5020.1%ETF
McDonald's Corporation stock logo
MCD
McDonald's
$289,906$70,224 32.0%9330.1%Retail/Wholesale
Moody's Corporation stock logo
MCO
Moody's
$271,784$10,034 3.8%6230.1%Finance
UNITED CMNTY BKS BLAIRSVLE GA COM
$269,560$2,141 0.8%8,5600.1%Stock
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$262,838$1,075 0.4%1,2220.1%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$259,165$1,627 0.6%6,8490.1%Energy
Defiance Next Gen Connectivity ETF stock logo
FIVG
Defiance Next Gen Connectivity ETF
$254,675$36,606 -12.6%3,7360.1%ETF
Cameco Corporation stock logo
CCJ
Cameco
$235,500$10,863 -4.4%2,1680.1%Basic Materials
Phillips 66 stock logo
PSX
Phillips 66
$234,466$234,466 New Holding1,2870.1%Energy

Showing largest 100 holdings. View all holdings.
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