Resolute Wealth Strategies, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), Resolute Wealth Strategies, LLC reported 94 stock positions worth $194.4 million. Its top holding was Apple (AAPL) at 17.0% of the portfolio, followed by Fidelity Total Bond ETF (FBND, 5.4%) and Amazon.com (AMZN, 5.0%). Compared with Q3 2024, it opened 4 new positions, sold out of 9, added to 45 and reduced 34. The biggest buy was PIMCO Enhanced Short Maturit (MINT, shares +710%) and the biggest sale Fidelity Total Bond ETF (FBND, shares −46%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, MS
- CIK
- 0001973981
- Portfolio Value
- $194.4M (Q4 2024)
- SEC Filing
- 0001765380-25-000051 ↗ filed Feb 6, 2025
Holdings Value
Holdings 94 stocks · $194.4M
| AAPL Apple Inc. | 17.04% | 132,272 | $33.1M | Reduce -1.4% |
| FBND Fidelity Total Bond ETF | 5.38% | 233,134 | $10.5M | Reduce -45.9% |
| AMZN Amazon.com Inc. | 5.02% | 44,473 | $9.8M | Reduce -0.9% |
| NVDA Nvidia Corp. | 5.00% | 72,399 | $9.7M | Reduce -7.9% |
| IVW iShares S&P 500 Growth ETF | 4.42% | 84,635 | $8.6M | Reduce -1.7% |
| MINT PIMCO Enhanced Short Maturit | 4.35% | 84,191 | $8.4M | Add +709.5% |
| BXSL Blackstone Secured Lending F | 3.59% | 215,714 | $7.0M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.70% | 11,581 | $5.2M | Reduce -0.3% |
| CAT Caterpillar Inc. | 2.52% | 13,514 | $4.9M | Reduce -0.3% |
| JGRO JPMorgan Active Growth ETF | 2.47% | 59,196 | $4.8M | Add +8.2% |
| BX Blackstone Inc. | 2.40% | 27,096 | $4.7M | Add +0.1% |
| IVE iShares S&P 500 Value ETF | 2.32% | 23,587 | $4.5M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 2.25% | 23,003 | $4.4M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.22% | 7,351 | $4.3M | Reduce -0.0% |
| GEV GE Vernova Inc. | 2.07% | 12,214 | $4.0M | New |
| TSM Taiwan Semiconductor-SP ADR | 2.05% | 20,180 | $4.0M | Reduce -47.8% |
| JAVA JPMorgan Active Value ETF | 2.03% | 62,365 | $3.9M | Add +1.1% |
| SHOP Shopify Inc. Class A | 1.81% | 33,125 | $3.5M | No change |
| JPM JPMorgan Chase & Co. | 1.60% | 12,982 | $3.1M | Reduce -9.4% |
| MSFT Microsoft Corp. | 1.58% | 7,277 | $3.1M | Add +3.4% |
| T AT&T Inc. | 1.54% | 131,195 | $3.0M | Add +0.0% |
| GLD SPDR Gold Shares | 1.47% | 11,781 | $2.9M | Reduce -48.7% |
| RNST Renasant Corp. | 1.41% | 76,528 | $2.7M | No change |
| AMGN Amgen Inc. | 1.38% | 10,295 | $2.7M | No change |
| RDDT Reddit Inc. Class A | 1.33% | 15,790 | $2.6M | Add +106.7% |
| XOM Exxon Mobil Corp. | 1.17% | 21,233 | $2.3M | Reduce -8.9% |
| GOOGL Alphabet Inc. Class A | 1.01% | 10,357 | $2.0M | Add +0.9% |
| FDN First Trust DJ Internet Ind | 0.95% | 7,611 | $1.9M | Reduce -5.7% |
| WMT Walmart Inc. | 0.82% | 17,721 | $1.6M | Add +1.7% |
| AXP American Express Co. | 0.54% | 3,537 | $1.0M | Add +0.1% |
| V Visa Inc. Class A | 0.52% | 3,222 | $1.0M | Reduce -4.7% |
| JEPI JPMorgan Equity Premium Inco | 0.51% | 17,387 | $1.0M | Reduce -9.8% |
| UNH Unitedhealth Group Inc. | 0.46% | 1,769 | $895K | Reduce -2.4% |
| MUR Murphy Oil Corp. | 0.45% | 28,742 | $870K | Add +0.8% |
| DVY iShares Select Dividend ETF | 0.41% | 6,124 | $804K | Reduce -0.2% |
| SOXX iShares Semiconductor ETF | 0.41% | 3,731 | $804K | Reduce -1.2% |
| LLY Eli Lilly & Co. | 0.41% | 1,039 | $802K | Reduce -2.4% |
| RDVI FT Vest Rising Dividend Achi | 0.41% | 32,816 | $795K | Add +50.7% |
| VONG Vanguard Russell 1000 Growth | 0.40% | 7,610 | $786K | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.39% | 7,653 | $761K | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.39% | 1,466 | $750K | Add +14.4% |
| SLV iShares Silver Trust | 0.38% | 27,863 | $734K | No change |
| LDOS Leidos Holdings Inc. | 0.37% | 5,037 | $726K | Add +0.2% |
| ABBV Abbvie Inc. | 0.34% | 3,758 | $668K | Add +0.1% |
| IVV iShares Core S&P 500 ETF | 0.34% | 1,109 | $653K | Add +8.0% |
| LOW Lowe's Cos Inc. | 0.31% | 2,410 | $595K | No change |
| MUSA Murphy USA Inc. | 0.31% | 1,182 | $593K | Add +0.1% |
| UNP Union Pacific Corp. | 0.30% | 2,567 | $585K | Add +0.6% |
| HD Home Depot Inc. | 0.29% | 1,473 | $573K | Add +0.3% |
| CMG Chipotle Mexican Grill Inc. | 0.29% | 9,350 | $564K | Reduce -51.4% |
| XLE SS Energy Select Sector | 0.29% | 6,545 | $561K | Add +43.3% |
| JPIE JPMorgan Income ETF | 0.28% | 12,046 | $550K | Add +19.1% |
| VHT Vanguard Health Care ETF | 0.28% | 2,156 | $547K | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 0.28% | 918 | $537K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.27% | 3,084 | $517K | Add +0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.26% | 3,896 | $515K | Add +0.5% |
| VONV Vanguard Russell 1000 Value | 0.25% | 5,990 | $487K | Add +0.4% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.24% | 9,302 | $467K | Add +64.5% |
| CVX Chevron Corp. | 0.22% | 2,930 | $424K | Reduce -9.3% |
| WM Waste Management Inc. | 0.21% | 2,055 | $415K | Add +0.3% |
| SHW The Sherwin-Williams Co. | 0.21% | 1,211 | $412K | Reduce -2.0% |
| DNP DNP Select Income Fund Inc. | 0.21% | 46,553 | $411K | Add +1.8% |
| WDAY Workday Inc. Class A | 0.21% | 1,589 | $410K | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.21% | 9,218 | $405K | Add +0.1% |
| KO The Coca-Cola Co. | 0.20% | 6,169 | $384K | Add +0.0% |
| SFBS Servisfirst Bancshares Inc. | 0.18% | 4,241 | $359K | Reduce -34.1% |
| HCA HCA Healthcare Inc. | 0.18% | 1,195 | $359K | Reduce -1.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 1,623 | $357K | No change |
| XLV SS Health Care Select Sector | 0.18% | 2,523 | $347K | Reduce -11.8% |
| TSLA Tesla Inc. | 0.18% | 847 | $342K | New |
| IAI iShares U.S. Broker-Dealers | 0.17% | 2,295 | $331K | Reduce -8.6% |
| XLY SS Consumer Disc Select Sect | 0.17% | 1,472 | $330K | Add +0.1% |
| UCB United Community Banks | 0.17% | 10,156 | $328K | Add +0.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.17% | 795 | $326K | Add +0.1% |
| TRMK Trustmark Corp. | 0.17% | 9,175 | $325K | Add +0.5% |
| EGP Eastgroup Properties Inc. | 0.16% | 1,996 | $320K | No change |
| MPC Marathon Petroleum Corp. | 0.16% | 2,202 | $307K | Reduce -7.2% |
| VGT Vanguard Info Tech ETF | 0.16% | 487 | $303K | Reduce -2.0% |
| HAL Halliburton Co. | 0.15% | 10,953 | $298K | Add +36.0% |
| RTX RTX Corp. | 0.15% | 2,573 | $298K | Add +0.5% |
| AMD Advanced Micro Devices | 0.15% | 2,445 | $295K | Add +1.7% |
| MCO Moody's Corp. | 0.15% | 600 | $284K | No change |
| JNJ Johnson & Johnson | 0.14% | 1,912 | $277K | Reduce -9.1% |
| MCD McDonald's Corp. | 0.13% | 904 | $262K | Add +0.6% |
| IYW iShares Ustechnology ETF | 0.13% | 1,594 | $254K | No change |
| PFG Principal Financial Group | 0.12% | 3,029 | $234K | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.12% | 1,197 | $234K | Add +0.9% |
| UFOX Defiance Space and Connectiv | 0.12% | 4,840 | $231K | Reduce -4.9% |
| FBT First Trust Nyse Arca Biotec | 0.11% | 1,327 | $221K | Reduce -1.3% |
| EPD Enterprise Products Partners | 0.11% | 6,851 | $215K | New |
| SO The Southern Co. | 0.11% | 2,573 | $212K | Add +0.2% |
| CSX CSX Corp. | 0.11% | 6,405 | $207K | Add +0.2% |
| JBND JPMorgan Active Bond ETF | 0.10% | 3,856 | $201K | No change |
| VOOG Vanguard S&P 500 Growth ETF | 0.10% | 548 | $200K | New |
Portfolio Sells Q3 2024 → Q4 2024
| FBND Fidelity Total Bond ETF | Reduce -45.9% | 5.38% | −5.08 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -47.8% | 2.05% | −1.44 |
| GLD SPDR Gold Shares | Reduce -48.7% | 1.47% | −1.43 |
| CMG Chipotle Mexican Grill Inc. | Reduce -51.4% | 0.29% | −0.29 |
| XOM Exxon Mobil Corp. | Reduce -8.9% | 1.17% | −0.24 |
| CAT Caterpillar Inc. | Reduce -0.3% | 2.52% | −0.23 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.20 |
| IVE iShares S&P 500 Value ETF | Reduce -3.1% | 2.32% | −0.18 |
| MDLZ Mondelez International Inc. Class A | Sold out | 0.00% | −0.12 |
| GPC Genuine Parts Co. | Sold out | 0.00% | −0.12 |
| VVV Valvoline Inc. | Sold out | 0.00% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.11 |
| NVO Novo-Nordisk A/S-Spons ADR | Sold out | 0.00% | −0.11 |
| SMH Vaneck Semiconductor ETF | Sold out | 0.00% | −0.10 |
| ABT Abbott Laboratories | Sold out | 0.00% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -2.4% | 0.46% | −0.09 |
| FHN First Horizon Corp. | Sold out | 0.00% | −0.09 |
| SFBS Servisfirst Bancshares Inc. | Reduce -34.1% | 0.18% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -9.8% | 0.51% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 2.70% | −0.08 |
| LLY Eli Lilly & Co. | Reduce -2.4% | 0.41% | −0.08 |
| HCA HCA Healthcare Inc. | Reduce -1.9% | 0.18% | −0.07 |
| XLV SS Health Care Select Sector | Reduce -11.8% | 0.18% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -4.3% | 0.28% | −0.05 |
| MPC Marathon Petroleum Corp. | Reduce -7.2% | 0.16% | −0.04 |
| SOXX iShares Semiconductor ETF | Reduce -1.2% | 0.41% | −0.04 |
| JNJ Johnson & Johnson | Reduce -9.1% | 0.14% | −0.03 |
| SHW The Sherwin-Williams Co. | Reduce -2.0% | 0.21% | −0.03 |
| CVX Chevron Corp. | Reduce -9.3% | 0.22% | −0.03 |
| DVY iShares Select Dividend ETF | Reduce -0.2% | 0.41% | −0.02 |
| FBT First Trust Nyse Arca Biotec | Reduce -1.3% | 0.11% | −0.01 |
| IAI iShares U.S. Broker-Dealers | Reduce -8.6% | 0.17% | +0.00 |
| UFOX Defiance Space and Connectiv | Reduce -4.9% | 0.12% | +0.00 |
| VGT Vanguard Info Tech ETF | Reduce -2.0% | 0.16% | +0.00 |
| VONG Vanguard Russell 1000 Growth | Reduce -0.6% | 0.40% | +0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.0% | 2.22% | +0.02 |
| JPM JPMorgan Chase & Co. | Reduce -9.4% | 1.60% | +0.03 |
| V Visa Inc. Class A | Reduce -4.7% | 0.52% | +0.04 |
| NVDA Nvidia Corp. | Reduce -7.9% | 5.00% | +0.04 |
| FDN First Trust DJ Internet Ind | Reduce -5.7% | 0.95% | +0.06 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.7% | 4.42% | +0.14 |
| AMZN Amazon.com Inc. | Reduce -0.9% | 5.02% | +0.67 |
| AAPL Apple Inc. | Reduce -1.4% | 17.04% | +0.80 |
Portfolio Buys Q3 2024 → Q4 2024
| MINT PIMCO Enhanced Short Maturit | Add +709.5% | 4.35% | +3.80 |
| GEV GE Vernova Inc. | New | 2.07% | +2.07 |
| RDDT Reddit Inc. Class A | Add +106.7% | 1.33% | +1.07 |
| BXSL Blackstone Secured Lending F | Add +0.1% | 3.59% | +0.31 |
| JGRO JPMorgan Active Growth ETF | Add +8.2% | 2.47% | +0.28 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 2.25% | +0.26 |
| BX Blackstone Inc. | Add +0.1% | 2.40% | +0.25 |
| TSLA Tesla Inc. | New | 0.18% | +0.18 |
| RDVI FT Vest Rising Dividend Achi | Add +50.7% | 0.41% | +0.13 |
| GOOGL Alphabet Inc. Class A | Add +0.9% | 1.01% | +0.12 |
| EPD Enterprise Products Partners | New | 0.11% | +0.11 |
| VOOG Vanguard S&P 500 Growth ETF | New | 0.10% | +0.10 |
| WMT Walmart Inc. | Add +1.7% | 0.82% | +0.09 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +64.5% | 0.24% | +0.08 |
| XLE SS Energy Select Sector | Add +43.3% | 0.29% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +14.4% | 0.39% | +0.06 |
| AXP American Express Co. | Add +0.1% | 0.54% | +0.04 |
| JPIE JPMorgan Income ETF | Add +19.1% | 0.28% | +0.04 |
| T AT&T Inc. | Add +0.0% | 1.54% | +0.04 |
| HAL Halliburton Co. | Add +36.0% | 0.15% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +8.0% | 0.34% | +0.03 |
| BAC Bank of America Corp. | Add +0.1% | 0.21% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +0.1% | 0.17% | +0.02 |
| UCB United Community Banks | Add +0.8% | 0.17% | +0.02 |
| TRMK Trustmark Corp. | Add +0.5% | 0.17% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.1% | 0.17% | +0.01 |
| MSFT Microsoft Corp. | Add +3.4% | 1.58% | +0.01 |
| META Meta Platforms Inc. Class A | Add +0.1% | 0.28% | +0.00 |
| MUSA Murphy USA Inc. | Add +0.1% | 0.31% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Add +0.9% | 0.12% | −0.00 |
| MCD McDonald's Corp. | Add +0.6% | 0.13% | −0.01 |
| WM Waste Management Inc. | Add +0.3% | 0.21% | −0.01 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.25% | −0.01 |
| RTX RTX Corp. | Add +0.5% | 0.15% | −0.01 |
| CSX CSX Corp. | Add +0.2% | 0.11% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.27% | −0.01 |
| SO The Southern Co. | Add +0.2% | 0.11% | −0.01 |
| PFG Principal Financial Group | Add +0.5% | 0.12% | −0.01 |
| HD Home Depot Inc. | Add +0.3% | 0.29% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.5% | 0.26% | −0.02 |
| JAVA JPMorgan Active Value ETF | Add +1.1% | 2.03% | −0.02 |
| UNP Union Pacific Corp. | Add +0.6% | 0.30% | −0.03 |
| DNP DNP Select Income Fund Inc. | Add +1.8% | 0.21% | −0.03 |
| KO The Coca-Cola Co. | Add +0.0% | 0.20% | −0.03 |
| ABBV Abbvie Inc. | Add +0.1% | 0.34% | −0.04 |
| LDOS Leidos Holdings Inc. | Add +0.2% | 0.37% | −0.05 |
| MUR Murphy Oil Corp. | Add +0.8% | 0.45% | −0.05 |
| AMD Advanced Micro Devices | Add +1.7% | 0.15% | −0.05 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.39% | −0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 132 | $258.1M | AAPL, JGRO, CAT, FBND, AMZN |
| Q1 2026 | 114 | $231.8M | AAPL, JGRO, FBND, NVDA, AMZN |
| Q4 2025 | 109 | $228.1M | AAPL, JGRO, FBND, AMZN, NVDA |
| Q3 2025 | 105 | $218.5M | AAPL, JGRO, FBND, AMZN, NVDA |
| Q2 2025 | 101 | $186.6M | AAPL, JAVA, FBND, AMZN, MINT |
| Q1 2025 | 100 | $179.1M | AAPL, JAVA, FBND, AMZN, MINT |
| Q4 2024 | 94 | $194.4M | AAPL, FBND, AMZN, NVDA, IVW |
| Q3 2024 | 99 | $192.5M | AAPL, FBND, NVDA, AMZN, IVW |
| Q2 2024 | 95 | $173.5M | AAPL, FBND, NVDA, AMZN, IVW |
| Q1 2024 | 94 | $165.1M | AAPL, FBND, AMZN, IVW, BXSL |