Resolute Wealth Strategies, LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Resolute Wealth Strategies, LLC reported 95 stock positions worth $173.5 million. Its top holding was Apple (AAPL) at 16.6% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 6.9%) and Nvidia (NVDA, 5.4%). Compared with Q1 2024, it opened 4 new positions, sold out of 3, added to 40 and reduced 30. The biggest buy was Nvidia (NVDA, shares +2%) and the biggest sale an exit from Blackstone Mortgage Tru Class A (BXMT).

Most Recent 13F
Q2 2026
Location
JACKSON, MS
CIK
0001973981
Portfolio Value
$173.5M (Q2 2024)
SEC Filing
0001765380-24-000331 ↗ filed Aug 13, 2024

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $165.1M Q1 2024 Q2 2024: $173.5M $173.5M Q2 2024 Q3 2024: $192.5M Q3 2024 Q4 2024: $194.4M Q4 2024 Q1 2025: $179.1M Q1 2025 Q2 2025: $186.6M Q2 2025 Q3 2025: $218.5M Q3 2025 Q4 2025: $228.1M Q4 2025 Q1 2026: $231.8M Q1 2026 Q2 2026: $258.1M Q2 2026

Holdings 95 stocks · $173.5M
AAPL Apple Inc. 16.59% 136,665 $28.8M Reduce -1.7%
FBND Fidelity Total Bond ETF 6.90% 266,424 $12.0M Add +1.2%
NVDA Nvidia Corp. 5.43% 76,236 $9.4M Add +1.9%
AMZN Amazon.com Inc. 5.00% 44,894 $8.7M Add +0.7%
IVW iShares S&P 500 Growth ETF 4.66% 87,351 $8.1M Reduce -1.0%
TSM Taiwan Semiconductor-SP ADR 3.81% 37,992 $6.6M Add +1.2%
BXSL Blackstone Secured Lending F 3.68% 208,486 $6.4M Reduce -6.1%
CAT Caterpillar Inc. 2.86% 14,897 $5.0M Reduce -3.1%
GLD SPDR Gold Shares 2.76% 22,243 $4.8M Add +3.4%
BRK.B Berkshire Hathaway Inc. Class B 2.76% 11,755 $4.8M No change
IVE iShares S&P 500 Value ETF 2.60% 24,772 $4.5M Reduce -0.4%
GOOG Alphabet Inc. Class C 2.50% 23,625 $4.3M Reduce -3.1%
SPY SS SPDR S&P 500 ETF Trust-US 2.30% 7,346 $4.0M Add +0.3%
JGRO JPMorgan Active Growth ETF 2.17% 50,108 $3.8M Add +17.9%
JAVA JPMorgan Active Value ETF 2.00% 58,498 $3.5M Add +11.3%
BX Blackstone Inc. 1.97% 27,569 $3.4M Add +1.9%
AMGN Amgen Inc. 1.85% 10,294 $3.2M No change
MSFT Microsoft Corp. 1.84% 7,147 $3.2M Reduce -1.4%
JPM JPMorgan Chase & Co. 1.66% 14,258 $2.9M Add +0.4%
T AT&T Inc. 1.44% 131,132 $2.5M Reduce -0.3%
XOM Exxon Mobil Corp. 1.38% 20,820 $2.4M Reduce -0.0%
RNST Renasant Corp. 1.35% 76,478 $2.3M Add +1.0%
SHOP Shopify Inc. Class A 1.26% 33,025 $2.2M Add +3.4%
GOOGL Alphabet Inc. Class A 1.09% 10,398 $1.9M Reduce -5.3%
FDN First Trust DJ Internet Ind 0.96% 8,132 $1.7M Reduce -0.8%
JEPI JPMorgan Equity Premium Inco 0.72% 22,134 $1.3M Reduce -11.0%
CMG Chipotle Mexican Grill Inc. 0.69% 19,250 $1.2M No change
WMT Walmart Inc. 0.68% 17,416 $1.2M Reduce -1.3%
MUR Murphy Oil Corp. 0.67% 28,303 $1.2M Add +0.6%
LLY Eli Lilly & Co. 0.55% 1,058 $958K Add +2.0%
MRK Merck & Co. Inc. 0.54% 7,629 $944K Reduce -1.1%
SOXX iShares Semiconductor ETF 0.54% 3,770 $930K Add +0.1%
UNH Unitedhealth Group Inc. 0.53% 1,812 $923K Add +0.1%
V Visa Inc. Class A 0.51% 3,344 $878K Add +0.1%
AXP American Express Co. 0.46% 3,426 $793K Add +0.1%
LDOS Leidos Holdings Inc. 0.43% 5,101 $744K Add +0.2%
SLV iShares Silver Trust 0.43% 27,863 $740K No change
DVY iShares Select Dividend ETF 0.42% 6,075 $735K Reduce -1.1%
VONG Vanguard Russell 1000 Growth 0.41% 7,636 $716K No change
META Meta Platforms Inc. Class A 0.41% 1,417 $715K No change
ABBV Abbvie Inc. 0.37% 3,754 $644K Add +0.1%
VHT Vanguard Health Care ETF 0.35% 2,299 $612K No change
QQQ Invesco QQQ Trust Series 1 0.34% 1,246 $597K Add +0.2%
WDAY Workday Inc. Class A 0.33% 2,589 $579K Reduce -5.5%
UNP Union Pacific Corp. 0.33% 2,524 $571K Add +1.1%
IVV iShares Core S&P 500 ETF 0.32% 1,026 $562K Add +0.1%
MUSA Murphy USA Inc. 0.32% 1,180 $554K Add +0.1%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.31% 9,657 $532K No change
LOW Lowe's Cos Inc. 0.31% 2,410 $531K No change
PG The Procter & Gamble Co. 0.30% 3,177 $524K Reduce -13.6%
CVX Chevron Corp. 0.29% 3,202 $501K Add +1.2%
HD Home Depot Inc. 0.29% 1,452 $500K Add +0.4%
SDY SS SPDR S&P Dividend ETF 0.28% 3,862 $491K Reduce -4.8%
VONV Vanguard Russell 1000 Value 0.26% 5,920 $453K No change
XLV SS Health Care Select Sector 0.25% 2,989 $436K Add +11.7%
WM Waste Management Inc. 0.25% 2,041 $435K Reduce -5.5%
KO The Coca-Cola Co. 0.24% 6,666 $424K Reduce -6.3%
XLE SS Energy Select Sector 0.24% 4,604 $420K Reduce -0.9%
SFBS Servisfirst Bancshares Inc. 0.23% 6,412 $405K Add +0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.23% 10,183 $405K Reduce -1.6%
MPC Marathon Petroleum Corp. 0.23% 2,328 $404K No change
HCA HCA Healthcare Inc. 0.23% 1,216 $391K Reduce -1.8%
AMD Advanced Micro Devices 0.22% 2,405 $390K No change
SHW The Sherwin-Williams Co. 0.21% 1,234 $368K Add +0.2%
PFG Principal Financial Group 0.20% 4,474 $351K Add +0.3%
EGP Eastgroup Properties Inc. 0.20% 1,996 $339K No change
DNP DNP Select Income Fund Inc. 0.18% 38,273 $315K Add +1.9%
JNJ Johnson & Johnson 0.18% 2,098 $307K Reduce -3.9%
FTNT Fortinet Inc. 0.17% 5,000 $301K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.17% 792 $296K No change
IAI iShares U.S. Broker-Dealers 0.17% 2,504 $293K Add +0.2%
JPIE JPMorgan Income ETF 0.17% 6,415 $292K Add +17.6%
TRMK Trustmark Corp. 0.17% 9,632 $289K Reduce -1.4%
VGT Vanguard Info Tech ETF 0.16% 496 $286K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.16% 1,623 $281K No change
HAL Halliburton Co. 0.16% 8,021 $271K Add +0.3%
RTX RTX Corp. 0.15% 2,674 $268K New
XLY SS Consumer Disc Select Sect 0.15% 1,467 $268K Add +0.2%
UCB United Community Banks 0.15% 9,979 $254K Add +0.9%
MCO Moody's Corp. 0.15% 600 $253K No change
NVO Novo-Nordisk A/S-Spons ADR 0.14% 1,701 $243K New
IYW iShares Ustechnology ETF 0.14% 1,593 $240K Add +0.1%
PFE Pfizer Inc. 0.13% 8,316 $233K Reduce -1.4%
MCD McDonald's Corp. 0.13% 895 $228K Add +0.6%
GPC Genuine Parts Co. 0.13% 1,594 $220K Reduce -6.0%
CSX CSX Corp. 0.13% 6,557 $219K Add +0.2%
FBT First Trust Nyse Arca Biotec 0.13% 1,420 $219K Reduce -9.0%
VVV Valvoline Inc. 0.13% 5,034 $217K No change
VIG Vanguard Dividend Apprec ETF 0.12% 1,181 $216K No change
SMH Vaneck Semiconductor ETF 0.12% 818 $213K New
UFOX Defiance Space and Connectiv 0.12% 5,083 $212K Reduce -3.9%
MDLZ Mondelez International Inc. Class A 0.12% 3,125 $204K Add +0.5%
JBND JPMorgan Active Bond ETF 0.12% 3,856 $201K New
FHN First Horizon Corp. 0.10% 10,559 $167K Reduce -9.0%
MARKFORGED HOLDING CORPORATI 0.00% 16,750 $7K No change

Portfolio Sells Q1 2024 → Q2 2024
BXMT Blackstone Mortgage Tru Class A Sold out 0.00% −1.79
CAT Caterpillar Inc. Reduce -3.1% 2.86% −0.55
BXSL Blackstone Secured Lending F Reduce -6.1% 3.68% −0.51
IVE iShares S&P 500 Value ETF Reduce -0.4% 2.60% −0.22
CVS CVS Health Corp. Sold out 0.00% −0.15
JEPI JPMorgan Equity Premium Inco Reduce -11.0% 0.72% −0.15
IJH iShares Core S&P Midcap ETF Sold out 0.00% −0.12
WDAY Workday Inc. Class A Reduce -5.5% 0.33% −0.12
XOM Exxon Mobil Corp. Reduce -0.0% 1.38% −0.09
MRK Merck & Co. Inc. Reduce -1.1% 0.54% −0.07
PG The Procter & Gamble Co. Reduce -13.6% 0.30% −0.06
FDN First Trust DJ Internet Ind Reduce -0.8% 0.96% −0.06
SDY SS SPDR S&P Dividend ETF Reduce -4.8% 0.28% −0.04
DVY iShares Select Dividend ETF Reduce -1.1% 0.42% −0.04
JNJ Johnson & Johnson Reduce -3.9% 0.18% −0.03
GPC Genuine Parts Co. Reduce -6.0% 0.13% −0.03
WM Waste Management Inc. Reduce -5.5% 0.25% −0.03
HCA HCA Healthcare Inc. Reduce -1.8% 0.23% −0.02
XLE SS Energy Select Sector Reduce -0.9% 0.24% −0.02
FBT First Trust Nyse Arca Biotec Reduce -9.0% 0.13% −0.02
KO The Coca-Cola Co. Reduce -6.3% 0.24% −0.02
FHN First Horizon Corp. Reduce -9.0% 0.10% −0.01
PFE Pfizer Inc. Reduce -1.4% 0.13% −0.01
MSFT Microsoft Corp. Reduce -1.4% 1.84% −0.01
BAC Bank of America Corp. Reduce -1.6% 0.23% −0.00
UFOX Defiance Space and Connectiv Reduce -3.9% 0.12% −0.00
TRMK Trustmark Corp. Reduce -1.4% 0.17% +0.00
WMT Walmart Inc. Reduce -1.3% 0.68% +0.04
T AT&T Inc. Reduce -0.3% 1.44% +0.04
GOOGL Alphabet Inc. Class A Reduce -5.3% 1.09% +0.09
IVW iShares S&P 500 Growth ETF Reduce -1.0% 4.66% +0.15
GOOG Alphabet Inc. Class C Reduce -3.1% 2.50% +0.25
AAPL Apple Inc. Reduce -1.7% 16.59% +2.14

Portfolio Buys Q1 2024 → Q2 2024
NVDA Nvidia Corp. Add +1.9% 5.43% +1.33
TSM Taiwan Semiconductor-SP ADR Add +1.2% 3.81% +0.71
JGRO JPMorgan Active Growth ETF Add +17.9% 2.17% +0.36
RTX RTX Corp. New 0.15% +0.15
NVO Novo-Nordisk A/S-Spons ADR New 0.14% +0.14
AMZN Amazon.com Inc. Add +0.7% 5.00% +0.13
SMH Vaneck Semiconductor ETF New 0.12% +0.12
JBND JPMorgan Active Bond ETF New 0.12% +0.12
JAVA JPMorgan Active Value ETF Add +11.3% 2.00% +0.09
GLD SPDR Gold Shares Add +3.4% 2.76% +0.07
LLY Eli Lilly & Co. Add +2.0% 0.55% +0.06
LDOS Leidos Holdings Inc. Add +0.2% 0.43% +0.02
SOXX iShares Semiconductor ETF Add +0.1% 0.54% +0.02
MUSA Murphy USA Inc. Add +0.1% 0.32% +0.02
JPIE JPMorgan Income ETF Add +17.6% 0.17% +0.02
XLV SS Health Care Select Sector Add +11.7% 0.25% +0.01
QQQ Invesco QQQ Trust Series 1 Add +0.2% 0.34% +0.01
IYW iShares Ustechnology ETF Add +0.1% 0.14% +0.01
IVV iShares Core S&P 500 ETF Add +0.1% 0.32% −0.00
IAI iShares U.S. Broker-Dealers Add +0.2% 0.17% −0.01
XLY SS Consumer Disc Select Sect Add +0.2% 0.15% −0.01
UNH Unitedhealth Group Inc. Add +0.1% 0.53% −0.01
UCB United Community Banks Add +0.9% 0.15% −0.01
CVX Chevron Corp. Add +1.2% 0.29% −0.01
MDLZ Mondelez International Inc. Class A Add +0.5% 0.12% −0.01
AXP American Express Co. Add +0.1% 0.46% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.3% 2.30% −0.02
MCD McDonald's Corp. Add +0.6% 0.13% −0.02
CSX CSX Corp. Add +0.2% 0.13% −0.02
SFBS Servisfirst Bancshares Inc. Add +0.3% 0.23% −0.02
DNP DNP Select Income Fund Inc. Add +1.9% 0.18% −0.03
PFG Principal Financial Group Add +0.3% 0.20% −0.03
HAL Halliburton Co. Add +0.3% 0.16% −0.03
UNP Union Pacific Corp. Add +1.1% 0.33% −0.04
ABBV Abbvie Inc. Add +0.1% 0.37% −0.04
SHW The Sherwin-Williams Co. Add +0.2% 0.21% −0.05
HD Home Depot Inc. Add +0.4% 0.29% −0.05
V Visa Inc. Class A Add +0.1% 0.51% −0.06
JPM JPMorgan Chase & Co. Add +0.4% 1.66% −0.06
RNST Renasant Corp. Add +1.0% 1.35% −0.09
MUR Murphy Oil Corp. Add +0.6% 0.67% −0.11
BX Blackstone Inc. Add +1.9% 1.97% −0.19
SHOP Shopify Inc. Class A Add +3.4% 1.26% −0.24
FBND Fidelity Total Bond ETF Add +1.2% 6.90% −0.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 132$258.1MAAPL, JGRO, CAT, FBND, AMZN
Q1 2026 114$231.8MAAPL, JGRO, FBND, NVDA, AMZN
Q4 2025 109$228.1MAAPL, JGRO, FBND, AMZN, NVDA
Q3 2025 105$218.5MAAPL, JGRO, FBND, AMZN, NVDA
Q2 2025 101$186.6MAAPL, JAVA, FBND, AMZN, MINT
Q1 2025 100$179.1MAAPL, JAVA, FBND, AMZN, MINT
Q4 2024 94$194.4MAAPL, FBND, AMZN, NVDA, IVW
Q3 2024 99$192.5MAAPL, FBND, NVDA, AMZN, IVW
Q2 2024 95$173.5MAAPL, FBND, NVDA, AMZN, IVW
Q1 2024 94$165.1MAAPL, FBND, AMZN, IVW, BXSL