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Resolute Wealth Strategies

Latest statistics and disclosures from Resolute Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, FBND, AMZN, IVW, BXSL, and represent 35.25% of Resolute Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: TSM (+$5.1M), JAVA, JGRO, NVDA, FBND, WMT, SOXX, MSFT, JPIE, LLY.
Started 8 new stock positions in IYW, TSM, JPIE, JAVA, JGRO, MKFG, FHN, VVV.
Reduced shares in these 10 stocks: IVW, IVE, BXSL, , AAPL, ABT, CAT, BXMT, FDN, AMD.
Sold out of its positions in ABT, TSLA.
Resolute Wealth Strategies was a net buyer of stock by $9.9M.
Resolute Wealth Strategies has $165M in assets under management (AUM), dropping by 11.98%.
Central Index Key (CIK): 0001973981

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Portfolio Holdings for Resolute Wealth Strategies

Resolute Wealth Strategies holds 94 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple Stock (AAPL)	14.4	$24M		139k	171.48	View chart
Fidelity Total Bond Etf Etf (FBND)	7.2	$12M	+8%	263k	45.31	View chart
Amazon Stock (AMZN)	4.9	$8.0M		45k	180.38	View chart
Ishares S&p 500 Growth Etf Etf (IVW)	4.5	$7.4M	-29%	88k	84.44	View chart
Blackstone Secd Lending Cef (BXSL)	4.2	$6.9M	-5%	222k	31.15	View chart
Nvidia Corporation Stock (NVDA)	4.1	$6.8M	+78%	7.5k	903.62	View chart
Caterpillar Stock (CAT)	3.4	$5.6M	-3%	15k	366.43	View chart
Taiwan Semiconductor Mfg Adr (TSM)	3.1	$5.1M	NEW	38k	136.05	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	3.0	$4.9M		12k	420.53	View chart
Ishares S&p 500 Value Etf Etf (IVE)	2.8	$4.6M	-38%	25k	186.81	View chart
Spdr Gold Shares Etf (GLD)	2.7	$4.4M		22k	205.72	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	2.3	$3.8M		7.3k	523.09	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	2.2	$3.7M		24k	152.26	View chart
Blackstone Stock (BX)	2.2	$3.6M		27k	131.37	View chart
Jpmorgan Active Value Etf Etf (JAVA)	1.9	$3.1M	NEW	53k	59.89	View chart
Microsoft Corp Stock (MSFT)	1.8	$3.1M	+9%	7.3k	420.73	View chart
Jpmorgan Active Growth Etf Etf (JGRO)	1.8	$3.0M	NEW	43k	70.21	View chart
Blackstone Mtg Tr Inc Com Cl A Reit (BXMT)	1.8	$2.9M	-4%	148k	19.91	View chart
Amgen Stock (AMGN)	1.8	$2.9M		10k	284.32	View chart
Jpmorgan Chase & Co Stock (JPM)	1.7	$2.8M		14k	200.30	View chart
Shopify Inc Cl A Stock (SHOP)	1.5	$2.5M	+2%	32k	77.17	View chart
Exxon Mobil Corp Stock (XOM)	1.5	$2.4M	-2%	21k	116.24	View chart
Renasant Corp Stock (RNST)	1.4	$2.4M		76k	31.32	View chart
At&t Stock (T)	1.4	$2.3M		132k	17.60	View chart
First Trust Dow Jones Internet Index Fund Etf (FDN)	1.0	$1.7M	-5%	8.2k	205.09	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	1.0	$1.7M		11k	150.93	View chart
Jpmorgan Equity Premium Income Etf Etf (JEPI)	0.9	$1.4M	-2%	25k	57.86	View chart
Murphy Oil Corp Stock (MUR)	0.8	$1.3M	-5%	28k	45.70	View chart
Chipotle Mexican Grill Stock (CMG)	0.7	$1.1M		385.00	2906.77	View chart
Walmart Stock (WMT)	0.6	$1.1M	+203%	18k	60.17	View chart
Merck & Co Stock (MRK)	0.6	$1.0M		7.7k	131.95	View chart
Visa Inc Com Cl A Stock (V)	0.6	$933k	+2%	3.3k	279.10	View chart
Unitedhealth Group Stock (UNH)	0.5	$896k		1.8k	494.65	View chart
Ishares Semiconductor Etf Etf (SOXX)	0.5	$851k	+212%	3.8k	225.93	View chart
Eli Lilly & Co Stock (LLY)	0.5	$806k	+43%	1.0k	777.62	View chart
American Express Stock (AXP)	0.5	$779k	-5%	3.4k	227.72	View chart
Ishares Select Dividend Etf Etf (DVY)	0.5	$757k	-4%	6.1k	123.18	View chart
Workday Inc Cl A Stock (WDAY)	0.5	$747k		2.7k	272.75	View chart
Meta Platforms Inc Cl A Stock (META)	0.4	$688k		1.4k	485.44	View chart
Abbvie Stock (ABBV)	0.4	$683k		3.8k	182.11	View chart
Leidos Holdings Stock (LDOS)	0.4	$667k	+6%	5.1k	131.08	View chart
Vanguard Russell 1000 Growth Etf Etf (VONG)	0.4	$662k		7.6k	86.67	View chart
Ishares Silver Trust Etf (SLV)	0.4	$634k	-6%	28k	22.75	View chart
Vanguard Health Care Etf Etf (VHT)	0.4	$622k		2.3k	270.52	View chart
Lowes Cos Stock (LOW)	0.4	$614k	+4%	2.4k	254.73	View chart
Union Pac Corp Stock (UNP)	0.4	$614k		2.5k	245.90	View chart
Procter And Gamble Stock (PG)	0.4	$597k	-3%	3.7k	162.24	View chart
Robo Global Robotics & Automation Index Etf Etf (ROBO)	0.3	$566k	-4%	9.7k	58.64	View chart
Home Depot Stock (HD)	0.3	$555k		1.4k	383.73	View chart
Invesco Qqq Trust Series I Etf (QQQ)	0.3	$553k		1.2k	444.14	View chart
Ishares Core S&p 500 Etf Etf (IVV)	0.3	$539k	-8%	1.0k	525.91	View chart
Spdr S&p Dividend Etf Etf (SDY)	0.3	$532k	-13%	4.1k	131.25	View chart
Chevron Corp Stock (CVX)	0.3	$499k	-7%	3.2k	157.76	View chart
Murphy Usa Stock (MUSA)	0.3	$494k		1.2k	419.16	View chart
Marathon Pete Corp Stock (MPC)	0.3	$469k		2.3k	201.50	View chart
Vanguard Russell 1000 Value Etf Etf (VONV)	0.3	$466k		5.9k	78.64	View chart
Waste Mgmt Inc Del Stock (WM)	0.3	$460k		2.2k	213.13	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.3	$438k		4.6k	94.41	View chart
Coca Cola Stock (KO)	0.3	$435k	-8%	7.1k	61.18	View chart
Advanced Micro Devices Stock (AMD)	0.3	$434k	-16%	2.4k	180.49	View chart
Sherwin Williams Stock (SHW)	0.3	$428k		1.2k	347.26	View chart
Servisfirst Bancshares Stock (SFBS)	0.3	$424k		6.4k	66.36	View chart
Hca Healthcare Stock (HCA)	0.3	$413k		1.2k	333.45	View chart
Health Care Select Sector Spdr Fund Etf (XLV)	0.2	$395k	+44%	2.7k	147.74	View chart
Bank America Corp Stock (BAC)	0.2	$393k		10k	37.92	View chart
Principal Financial Group Stock (PFG)	0.2	$385k		4.5k	86.31	View chart
Eastgroup Pptys Reit (EGP)	0.2	$359k		2.0k	179.74	View chart
Johnson & Johnson Stock (JNJ)	0.2	$345k		2.2k	158.17	View chart
Fortinet Stock (FTNT)	0.2	$342k		5.0k	68.31	View chart
Dnp Select Income Cef (DNP)	0.2	$341k	+2%	38k	9.07	View chart
Halliburton Stock (HAL)	0.2	$315k	-9%	8.0k	39.42	View chart
International Business Machs Stock (IBM)	0.2	$310k		1.6k	190.96	View chart
Ishares U.s. Broker-dealers & Securities Exchanges Etf Etf (IAI)	0.2	$290k		2.5k	115.99	View chart
Trustmark Corp Stock (TRMK)	0.2	$275k	+5%	9.8k	28.11	View chart
Vanguard Growth Etf Etf (VUG)	0.2	$273k		792.00	344.38	View chart
Consumer Discretionary Select Sector Spdr Fund Etf (XLY)	0.2	$269k		1.5k	183.92	View chart
Genuine Parts Stock (GPC)	0.2	$263k	-14%	1.7k	154.90	View chart
United Cmnty Bks Blairsvle Ga Stock (UCBI)	0.2	$260k	-5%	9.9k	26.32	View chart
Vanguard Information Technology Etf Etf (VGT)	0.2	$260k	-4%	496.00	524.67	View chart
Cvs Health Corp Stock (CVS)	0.2	$254k	+19%	3.2k	79.77	View chart
Mcdonalds Corp Stock (MCD)	0.2	$251k		890.00	281.80	View chart
Jpmorgan Income Etf Etf (JPIE)	0.2	$249k	NEW	5.5k	45.56	View chart
Csx Corp Stock (CSX)	0.1	$243k		6.5k	37.07	View chart
First Trust Nyse Arca Biotechnology Index Fund Etf (FBT)	0.1	$240k		1.6k	153.77	View chart
Moodys Corp Stock (MCO)	0.1	$236k		600.00	393.03	View chart
Pfizer Stock (PFE)	0.1	$234k	-13%	8.4k	27.75	View chart
Valvoline Stock (VVV)	0.1	$224k	NEW	5.0k	44.57	View chart
Mondelez Intl Inc Cl A Stock (MDLZ)	0.1	$218k	-4%	3.1k	70.00	View chart
Vanguard Dividend Appreciation Etf Etf (VIG)	0.1	$216k	-7%	1.2k	182.55	View chart
Ishares U.s. Technology Etf Etf (IYW)	0.1	$215k	NEW	1.6k	135.04	View chart
Defiance Next Gen Connectivity Etf Etf (FIVG)	0.1	$207k	-13%	5.3k	39.08	View chart
Ishares Core S&p Mid-cap Etf Etf (IJH)	0.1	$202k	+284%	3.3k	60.75	View chart
First Horizon Corporation Stock (FHN)	0.1	$179k	NEW	12k	15.40	View chart
Markforged Holding Corporation Stock (MKFG)	0.0	$14k	NEW	17k	0.84	View chart

Past Filings by Resolute Wealth Strategies

SEC 13F filings are viewable for Resolute Wealth Strategies going back to 2023

Resolute Wealth Strategies 2024 Q1 filed May 14, 2024
Resolute Wealth Strategies 2023 Q4 filed Feb. 6, 2024
Resolute Wealth Strategies 2023 Q3 filed Nov. 13, 2023
Resolute Wealth Strategies 2023 Q2 filed Aug. 8, 2023
Resolute Wealth Strategies 2023 Q1 filed May 4, 2023

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