Go Pro

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

About Resolute Wealth Strategies, LLC

Investment Activity

  • Resolute Wealth Strategies, LLC has $258.13 million in total holdings as of June 30, 2026.
  • Resolute Wealth Strategies, LLC owns shares of 132 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • Approximately 6.70% of the portfolio was purchased this quarter.
  • About 5.86% of the portfolio was sold this quarter.
  • This quarter, Resolute Wealth Strategies, LLC has purchased 114 new stocks and bought additional shares in 72 stocks.
  • Resolute Wealth Strategies, LLC sold shares of 28 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Apple
$36,797,023
Caterpillar
$13,069,319
Amazon.com
$11,061,688

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP COM SHS
$2,716,381 Holding
80004C200 - SANDISK CORP COM
$582,075 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK
$459,443 Holding
595112103 - Micron Technology
$421,316 Holding
46654Q732 - JPMORGAN U.S. TECH LEADERS ETF
$381,172 Holding

Largest Purchases this Quarter

EXXONMOBIL HOLDINGS CORP COM SHS
19,868 shares (about $2.72M)
SANDISK CORP COM
256 shares (about $582.08K)
JPMorgan Active Growth ETF
5,694 shares (about $561.37K)
SPACE EXPLORATION TECHN CORP CLASS A COM STK
2,689 shares (about $459.44K)

Largest Sales this Quarter

iShares U.S. Aerospace & Defense ETF
6,420 shares (about $1.56M)
Caterpillar
499 shares (about $531.38K)
Apple
1,768 shares (about $511.59K)
SPDR S&P 500 ETF Trust
593 shares (about $442.80K)
Microsoft
714 shares (about $266.33K)

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
$36,797,023$511,588 â–¼-1.4%127,16714.3%Technology
JPMorgan Active Growth ETF stock logo
JGRO
JPMorgan Active Growth ETF
$16,413,587$561,372 â–²3.5%166,4836.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$13,069,319$531,377 â–¼-3.9%12,2735.1%Industrials
Fidelity Total Bond ETF stock logo
FBND
Fidelity Total Bond ETF
$11,869,375$426,650 â–²3.7%260,9234.6%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$11,061,688$299,357 â–²2.8%46,4114.3%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$11,026,913$128,857 â–²1.2%55,1104.3%Technology
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$10,818,609$1,539,769 â–²16.6%107,3174.2%ETF
JPMorgan Active Value ETF stock logo
JAVA
JPMorgan Active Value ETF
$9,256,040$353,693 â–²4.0%116,5603.6%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$8,474,509$203,515 â–²2.5%23,9853.3%Communication Services
Microsoft Corporation stock logo
MSFT
Microsoft
$7,379,682$266,331 â–¼-3.5%19,7842.9%Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$6,274,681$105,348 â–²1.7%45,6242.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$6,160,419$154,351 â–²2.6%16,7232.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$5,670,503$108,586 â–²2.0%11,3322.2%Finance
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$5,397,257$216,844 â–²4.2%23,7702.1%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,948,353$165,960 â–²3.5%15,1171.9%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$4,888,029$442,805 â–¼-8.3%6,5461.9%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$4,240,839$15,009 â–²0.4%11,8671.6%Communication Services
SHOPIFY INC CL A SUB VTG SHS
$3,768,511$203,811 â–²5.7%33,0051.5%Stock
Amgen Inc. stock logo
AMGN
Amgen
$3,413,542$133,616 â–¼-3.8%9,4271.3%Healthcare
Blackstone Inc. stock logo
BX
Blackstone
$3,247,694$40,361 â–²1.3%27,6001.3%Finance
RENASANT CORP COM
$3,080,423$11,231 â–²0.4%72,4121.2%Stock
AT&T Inc. stock logo
T
AT&T
$2,761,719$559 â–²0.0%133,4161.1%Communication Services
EXXONMOBIL HOLDINGS CORP COM SHS
$2,716,381$2,716,381 â–²New Holding19,8681.1%Stock
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$2,384,819$422,262 â–²21.5%1,9880.9%Healthcare
FT Vest Rising Dividend Achievers Target Income ETF stock logo
RDVI
FT Vest Rising Dividend Achievers Target Income ETF
$2,335,872$244,845 â–²11.7%79,4510.9%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$2,304,952$6,181 â–²0.3%3,3560.9%ETF
WALMART INC COM
$2,216,144$57,536 â–¼-2.5%19,5670.9%Stock
REDDIT INC CL A
$1,949,824$64,745 â–²3.4%11,2330.8%Stock
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$1,948,262$1,281 â–²0.1%3,0410.8%ETF
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$1,701,691$168,821 â–²11.0%33,6970.7%ETF
First Trust Dow Jones Internet Index Fund stock logo
FDN
First Trust Dow Jones Internet Index Fund
$1,659,530$9,265 â–¼-0.6%6,2690.6%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$1,447,047$97,593 â–¼-6.3%2,4910.6%Technology
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$1,316,571$2,301 â–¼-0.2%10,3010.5%ETF
Visa Inc. stock logo
V
Visa
$1,298,827$74,787 â–²6.1%3,7860.5%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,186,234$73,633 â–²6.6%1,6110.5%ETF
American Express Company stock logo
AXP
American Express
$1,179,855$23,002 â–¼-1.9%3,4880.5%Finance
AbbVie Inc. stock logo
ABBV
AbbVie
$1,172,249$92,361 â–¼-7.3%4,6580.5%Healthcare
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$1,139,411$1,556,387 â–¼-57.7%4,7000.4%ETF
PALANTIR TECHNOLOGIES INC CL A
$1,080,714$80,152 â–¼-6.9%9,2630.4%Stock
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$989,673$201,493 â–²25.6%19,4700.4%ETF
Murphy Oil Corporation stock logo
MUR
Murphy Oil
$989,645$8,563 â–²0.9%30,3940.4%Energy
Broadcom Inc. stock logo
AVGO
Broadcom
$920,394$188,838 â–²25.8%2,4370.4%Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$917,819$8,866 â–²1.0%7,1430.4%Healthcare
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$832,795$535 â–¼-0.1%15,5750.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$756,537$44,901 â–¼-5.6%13,3950.3%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$739,070$749 â–²0.1%9870.3%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$731,535$25,909 â–²3.7%2,8800.3%Healthcare
Tesla, Inc. stock logo
TSLA
Tesla
$693,108$60,563 â–²9.6%1,6480.3%Consumer Discretionary
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$689,112$155,445 â–¼-18.4%1,6580.3%Healthcare
Murphy USA Inc. stock logo
MUSA
Murphy USA
$666,976$1,078 â–²0.2%1,2380.3%Consumer Discretionary
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$663,205$8,955 â–¼-1.3%3,4810.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$660,264$44,506 â–²7.2%1,1720.3%Communication Services
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$650,265$1,913 â–²0.3%6,1170.3%ETF
Union Pacific Corporation stock logo
UNP
Union Pacific
$647,738$106,097 â–¼-14.1%2,3810.3%Industrials
CocaCola Company (The) stock logo
KO
CocaCola
$626,1320.0%7,7040.2%Consumer Staples
International Business Machines Corporation stock logo
IBM
International Business Machines
$600,174$35,437 â–²6.3%2,1340.2%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$587,712$43,648 â–²8.0%10,3140.2%Finance
GE VERNOVA INC COM
$587,679$133,991 â–²29.5%5000.2%Stock
SANDISK CORP COM
$582,075$582,075 â–²New Holding2560.2%Stock
Western Digital Corporation stock logo
WDC
Western Digital
$576,125$35,130 â–²6.5%9020.2%Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$564,376$32,804 â–²6.2%1,6000.2%Consumer Discretionary
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$555,4140.0%2,5190.2%Consumer Discretionary
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$554,187$52,940 â–²10.6%3,7790.2%Consumer Staples
Marathon Petroleum Corporation stock logo
MPC
Marathon Petroleum
$546,622$3,579 â–²0.7%2,1380.2%Energy
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$539,099$456,485 â–²552.6%6,2580.2%ETF
RTX Corporation stock logo
RTX
RTX
$523,542$4,364 â–¼-0.8%2,7590.2%Industrials
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$521,9730.0%1,7220.2%ETF
JPMORGAN ACTIVE BOND ETF
$520,1810.0%9,7230.2%ETF
Leidos Holdings, Inc. stock logo
LDOS
Leidos
$499,526$46,647 â–¼-8.5%4,8510.2%Industrials
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$492,2970.0%1,9520.2%ETF
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$489,733$45,230 â–²10.2%1,2560.2%Healthcare
KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF
$468,853$9,378 â–²2.0%9,9990.2%ETF
SPACE EXPLORATION TECHN CORP CLASS A COM STK
$459,443$459,443 â–²New Holding2,6890.2%Stock
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$450,805$1,196 â–²0.3%1,5080.2%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$445,154$65,560 â–²17.3%6790.2%ETF
Southern Company (The) stock logo
SO
Southern
$429,627$29,478 â–¼-6.4%4,4890.2%Utilities
Trustmark Corporation stock logo
TRMK
Trustmark
$421,676$1,840 â–²0.4%9,1650.2%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$421,316$421,316 â–²New Holding3650.2%Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$417,817$18,256 â–¼-4.2%1,2130.2%Materials
Waste Management, Inc. stock logo
WM
Waste Management
$411,213$1,783 â–²0.4%1,8450.2%Industrials
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$388,084$1,065 â–²0.3%2,5500.2%ETF
JPMORGAN U.S. TECH LEADERS ETF
$381,172$381,172 â–²New Holding3,4170.1%ETF
Citigroup Inc. stock logo
C
Citigroup
$380,212$15,673 â–²4.3%2,7170.1%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$377,854$77,590 â–²25.8%4,3050.1%Utilities
Baker Hughes Company stock logo
BKR
Baker Hughes
$373,667$7,548 â–²2.1%6,7330.1%Energy
CLOZ
Eldridge BBB-B CLO ETF
$360,924$360,924 â–²New Holding13,6610.1%ETF
Warner Bros. Discovery, Inc. stock logo
WBD
Warner Bros. Discovery
$359,084$5,119 â–²1.4%13,4690.1%Communication Services
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$356,179$104,402 â–²41.5%9,6890.1%Energy
CSX Corporation stock logo
CSX
CSX
$353,339$428 â–²0.1%7,4340.1%Industrials
JPMorgan Income ETF stock logo
JPIE
JPMorgan Income ETF
$352,936$9,901 â–¼-2.7%7,6640.1%ETF
Intel Corporation stock logo
INTC
Intel
$351,868$351,868 â–²New Holding2,5200.1%Technology
Consumer Discretionary Select Sector SPDR Fund stock logo
XLY
Consumer Discretionary Select Sector SPDR Fund
$349,220$704 â–²0.2%2,9780.1%ETF
Defiance Next Gen Connectivity ETF stock logo
FIVG
Defiance Next Gen Connectivity ETF
$345,710$9,313 â–¼-2.6%3,6380.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$328,280$872 â–²0.3%1,5060.1%ETF
iShares U.S. Broker-Dealers & Securities Exchanges ETF stock logo
IAI
iShares U.S. Broker-Dealers & Securities Exchanges ETF
$325,054$877 â–²0.3%1,8540.1%ETF
Agnico Eagle Mines Limited stock logo
AEM
Agnico Eagle Mines
$321,880$25,130 â–¼-7.2%2,0750.1%Materials
Robinhood Markets, Inc. stock logo
HOOD
Robinhood Markets
$321,698$12,836 â–²4.2%3,2080.1%Finance
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$319,598$40,786 â–¼-11.3%6,0180.1%ETF
Moody's Corporation stock logo
MCO
Moody's
$318,856$36,687 â–²13.0%7040.1%Finance
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$315,341$275,893 â–²699.4%2,6380.1%ETF

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