Resolute Wealth Strategies, LLC

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Resolute Wealth Strategies, LLC reported 100 stock positions worth $179.1 million. Its top holding was Apple (AAPL) at 16.2% of the portfolio, followed by JPMorgan Active Value ETF (JAVA, 5.9%) and Fidelity Total Bond ETF (FBND, 5.8%). Compared with Q4 2024, it opened 12 new positions, sold out of 6, added to 53 and reduced 27. The biggest buy was JPMorgan Active Value ETF (JAVA, shares +167%) and the biggest sale Nvidia (NVDA, shares −38%).

Most Recent 13F
Q2 2026
Location
JACKSON, MS
CIK
0001973981
Portfolio Value
$179.1M (Q1 2025)
SEC Filing
0001765380-25-000179 ↗ filed May 7, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $165.1M Q1 2024 Q2 2024: $173.5M Q2 2024 Q3 2024: $192.5M Q3 2024 Q4 2024: $194.4M Q4 2024 Q1 2025: $179.1M $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 100 stocks · $179.1M
AAPL Apple Inc. 16.25% 131,030 $29.1M Reduce -0.9%
JAVA JPMorgan Active Value ETF 5.91% 166,610 $10.6M Add +167.2%
FBND Fidelity Total Bond ETF 5.78% 226,688 $10.3M Reduce -2.8%
AMZN Amazon.com Inc. 4.75% 44,707 $8.5M Add +0.5%
MINT PIMCO Enhanced Short Maturit 4.54% 80,818 $8.1M Reduce -4.0%
BXSL Blackstone Secured Lending F 4.19% 232,023 $7.5M Add +7.6%
BRK.B Berkshire Hathaway Inc. Class B 3.37% 11,349 $6.0M Reduce -2.0%
NVDA Nvidia Corp. 2.70% 44,699 $4.8M Reduce -38.3%
CAT Caterpillar Inc. 2.49% 13,536 $4.5M Add +0.2%
IVE iShares S&P 500 Value ETF 2.48% 23,342 $4.4M Reduce -1.0%
IVW iShares S&P 500 Growth ETF 2.35% 45,407 $4.2M Reduce -46.4%
SPY SS SPDR S&P 500 ETF Trust-US 2.23% 7,134 $4.0M Reduce -3.0%
BX Blackstone Inc. 2.11% 27,094 $3.8M Reduce -0.0%
T AT&T Inc. 2.08% 131,846 $3.7M Add +0.5%
GOOG Alphabet Inc. Class C 1.96% 22,425 $3.5M Reduce -2.5%
GLD SPDR Gold Shares 1.93% 12,000 $3.5M Add +1.9%
JPM JPMorgan Chase & Co. 1.84% 13,458 $3.3M Add +3.7%
AMGN Amgen Inc. 1.79% 10,295 $3.2M No change
SHOP Shopify Inc. Class A 1.77% 33,215 $3.2M Add +0.3%
MSFT Microsoft Corp. 1.70% 8,125 $3.1M Add +11.7%
JGRO JPMorgan Active Growth ETF 1.55% 37,513 $2.8M Reduce -36.6%
RNST Renasant Corp. 1.46% 77,181 $2.6M Add +0.8%
XOM Exxon Mobil Corp. 1.32% 19,875 $2.4M Reduce -6.4%
GOOGL Alphabet Inc. Class A 1.01% 11,692 $1.8M Add +12.9%
WMT Walmart Inc. 0.96% 19,495 $1.7M Add +10.0%
FDN First Trust DJ Internet Ind 0.94% 7,584 $1.7M Reduce -0.3%
RDDT Reddit Inc. Class A 0.73% 12,470 $1.3M Reduce -21.0%
UNH Unitedhealth Group Inc. 0.66% 2,270 $1.2M Add +28.3%
AXP American Express Co. 0.65% 4,321 $1.2M Add +22.2%
V Visa Inc. Class A 0.63% 3,197 $1.1M Reduce -0.8%
LLY Eli Lilly & Co. 0.62% 1,346 $1.1M Add +29.6%
RDVI FT Vest Rising Dividend Achi 0.58% 43,939 $1.0M Add +33.9%
ABBV Abbvie Inc. 0.58% 4,948 $1.0M Add +31.7%
META Meta Platforms Inc. Class A 0.54% 1,688 $973K Add +83.9%
JEPI JPMorgan Equity Premium Inco 0.54% 16,781 $959K Reduce -3.5%
SLV iShares Silver Trust 0.48% 27,863 $863K No change
MUR Murphy Oil Corp. 0.46% 29,058 $825K Add +1.1%
JPIE JPMorgan Income ETF 0.46% 17,836 $822K Add +48.1%
MRK Merck & Co. Inc. 0.41% 8,096 $727K Add +5.8%
VONG Vanguard Russell 1000 Growth 0.39% 7,618 $707K Add +0.1%
SOXX iShares Semiconductor ETF 0.39% 3,692 $695K Reduce -1.1%
LDOS Leidos Holdings Inc. 0.39% 5,134 $693K Add +1.9%
QQQ Invesco QQQ Trust Series 1 0.36% 1,389 $651K Reduce -5.3%
KNG FT Vest S&P 500 DVD Arst TRG 0.35% 12,476 $630K Add +34.1%
UNP Union Pacific Corp. 0.34% 2,582 $610K Add +0.6%
FANG Diamondback Energy Inc. 0.34% 3,770 $603K New
IVV iShares Core S&P 500 ETF 0.32% 1,032 $580K Reduce -6.9%
LOW Lowe's Cos Inc. 0.31% 2,410 $562K No change
MUSA Murphy USA Inc. 0.31% 1,183 $556K Add +0.1%
XLE SS Energy Select Sector 0.31% 5,883 $550K Reduce -10.1%
VHT Vanguard Health Care ETF 0.30% 2,061 $546K Reduce -4.4%
HD Home Depot Inc. 0.30% 1,479 $542K Add +0.4%
PG The Procter & Gamble Co. 0.29% 3,087 $526K Add +0.1%
VONV Vanguard Russell 1000 Value 0.28% 6,011 $496K Add +0.3%
GFI Gold Fields Ltd.-Spons ADR 0.27% 22,204 $490K New
JNJ Johnson & Johnson 0.27% 2,884 $478K Add +50.8%
DNP DNP Select Income Fund Inc. 0.26% 47,560 $470K Add +2.2%
CMG Chipotle Mexican Grill Inc. 0.26% 9,350 $469K No change
WDAY Workday Inc. Class A 0.25% 1,889 $441K Add +18.9%
KO The Coca-Cola Co. 0.24% 6,109 $438K Reduce -1.0%
SO The Southern Co. 0.24% 4,742 $436K Add +84.3%
WM Waste Management Inc. 0.24% 1,861 $431K Reduce -9.4%
AEM Agnico Eagle Mines Ltd. 0.24% 3,946 $428K New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.24% 10,160 $424K Add +10.2%
SHW The Sherwin-Williams Co. 0.24% 1,214 $424K Add +0.3%
HCA HCA Healthcare Inc. 0.23% 1,197 $414K Add +0.2%
SDY SS SPDR S&P Dividend ETF 0.23% 3,031 $411K Reduce -22.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.23% 1,644 $409K Add +1.3%
PLTR Palantir Technologies Inc. Class A 0.22% 4,686 $395K New
EGP Eastgroup Properties Inc. 0.20% 1,996 $352K No change
SFBS Servisfirst Bancshares Inc. 0.20% 4,248 $351K Add +0.2%
RTX RTX Corp. 0.19% 2,583 $342K Add +0.4%
MPC Marathon Petroleum Corp. 0.19% 2,302 $335K Add +4.5%
EMMF Wisdomtree Emerging Markets 0.19% 12,554 $333K New
IAI iShares U.S. Broker-Dealers 0.18% 2,301 $322K Add +0.3%
TSLA Tesla Inc. 0.18% 1,223 $317K Add +44.4%
TRMK Trustmark Corp. 0.17% 9,075 $313K Reduce -1.1%
AMD Advanced Micro Devices 0.17% 2,934 $301K Add +20.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.16% 796 $295K Add +0.1%
IYW iShares Ustechnology ETF 0.16% 2,095 $294K Add +31.4%
XLY SS Consumer Disc Select Sect 0.16% 1,476 $291K Add +0.3%
UCB United Community Banks 0.16% 10,234 $288K Add +0.8%
MCD McDonald's Corp. 0.16% 909 $284K Add +0.6%
HAL Halliburton Co. 0.16% 11,104 $282K Add +1.4%
MCO Moody's Corp. 0.16% 600 $279K No change
XLV SS Health Care Select Sector 0.15% 1,879 $274K Reduce -25.5%
PFG Principal Financial Group 0.14% 3,043 $257K Add +0.5%
VOO Vanguard S&P 500 ETF 0.14% 490 $252K New
VGT Vanguard Info Tech ETF 0.14% 452 $245K Reduce -7.2%
JTEK JPMorgan US Tech Leaders 0.13% 3,539 $238K New
ABT Abbott Laboratories 0.13% 1,786 $237K New
EPD Enterprise Products Partners 0.13% 6,887 $235K Add +0.5%
VIG Vanguard Dividend Apprec ETF 0.13% 1,203 $233K Add +0.5%
FBT First Trust Nyse Arca Biotec 0.13% 1,327 $226K No change
AVGO Broadcom Inc. 0.12% 1,240 $208K New
JBND JPMorgan Active Bond ETF 0.12% 3,856 $206K No change
UFOX Defiance Space and Connectiv 0.11% 4,843 $206K Add +0.1%
EHC Encompass Health Corp. 0.11% 2,030 $206K New
BTG B2GOLD Corp. 0.04% 22,668 $65K New
SBSW Sibanye-Stillwater Ltd.-ADR 0.03% 11,200 $51K New

Portfolio Sells Q4 2024 → Q1 2025
NVDA Nvidia Corp. Reduce -38.3% 2.70% −2.30
IVW iShares S&P 500 Growth ETF Reduce -46.4% 2.35% −2.07
GEV GE Vernova Inc. Sold out 0.00% −2.07
TSM Taiwan Semiconductor-SP ADR Sold out 0.00% −2.05
JGRO JPMorgan Active Growth ETF Reduce -36.6% 1.55% −0.92
AAPL Apple Inc. Reduce -0.9% 16.25% −0.79
RDDT Reddit Inc. Class A Reduce -21.0% 0.73% −0.60
DVY iShares Select Dividend ETF Sold out 0.00% −0.41
GOOG Alphabet Inc. Class C Reduce -2.5% 1.96% −0.30
BX Blackstone Inc. Reduce -0.0% 2.11% −0.29
CVX Chevron Corp. Sold out 0.00% −0.22
CSX CSX Corp. Sold out 0.00% −0.11
VOOG Vanguard S&P 500 Growth ETF Sold out 0.00% −0.10
SDY SS SPDR S&P Dividend ETF Reduce -22.2% 0.23% −0.04
SOXX iShares Semiconductor ETF Reduce -1.1% 0.39% −0.03
XLV SS Health Care Select Sector Reduce -25.5% 0.15% −0.03
QQQ Invesco QQQ Trust Series 1 Reduce -5.3% 0.36% −0.02
VGT Vanguard Info Tech ETF Reduce -7.2% 0.14% −0.02
IVV iShares Core S&P 500 ETF Reduce -6.9% 0.32% −0.01
FDN First Trust DJ Internet Ind Reduce -0.3% 0.94% −0.01
TRMK Trustmark Corp. Reduce -1.1% 0.17% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.0% 2.23% +0.01
XLE SS Energy Select Sector Reduce -10.1% 0.31% +0.02
JEPI JPMorgan Equity Premium Inco Reduce -3.5% 0.54% +0.02
VHT Vanguard Health Care ETF Reduce -4.4% 0.30% +0.02
WM Waste Management Inc. Reduce -9.4% 0.24% +0.03
KO The Coca-Cola Co. Reduce -1.0% 0.24% +0.05
V Visa Inc. Class A Reduce -0.8% 0.63% +0.10
XOM Exxon Mobil Corp. Reduce -6.4% 1.32% +0.14
IVE iShares S&P 500 Value ETF Reduce -1.0% 2.48% +0.17
MINT PIMCO Enhanced Short Maturit Reduce -4.0% 4.54% +0.19
FBND Fidelity Total Bond ETF Reduce -2.8% 5.78% +0.40
BRK.B Berkshire Hathaway Inc. Class B Reduce -2.0% 3.37% +0.67

Portfolio Buys Q4 2024 → Q1 2025
JAVA JPMorgan Active Value ETF Add +167.2% 5.91% +3.88
BXSL Blackstone Secured Lending F Add +7.6% 4.19% +0.61
T AT&T Inc. Add +0.5% 2.08% +0.54
GLD SPDR Gold Shares Add +1.9% 1.93% +0.46
FANG Diamondback Energy Inc. New 0.34% +0.34
GFI Gold Fields Ltd.-Spons ADR New 0.27% +0.27
META Meta Platforms Inc. Class A Add +83.9% 0.54% +0.27
JPM JPMorgan Chase & Co. Add +3.7% 1.84% +0.24
AEM Agnico Eagle Mines Ltd. New 0.24% +0.24
ABBV Abbvie Inc. Add +31.7% 0.58% +0.24
PLTR Palantir Technologies Inc. Class A New 0.22% +0.22
LLY Eli Lilly & Co. Add +29.6% 0.62% +0.21
UNH Unitedhealth Group Inc. Add +28.3% 0.66% +0.20
EMMF Wisdomtree Emerging Markets New 0.19% +0.19
JPIE JPMorgan Income ETF Add +48.1% 0.46% +0.18
RDVI FT Vest Rising Dividend Achi Add +33.9% 0.58% +0.17
VOO Vanguard S&P 500 ETF New 0.14% +0.14
SO The Southern Co. Add +84.3% 0.24% +0.13
JTEK JPMorgan US Tech Leaders New 0.13% +0.13
ABT Abbott Laboratories New 0.13% +0.13
WMT Walmart Inc. Add +10.0% 0.96% +0.13
MSFT Microsoft Corp. Add +11.7% 1.70% +0.13
JNJ Johnson & Johnson Add +50.8% 0.27% +0.12
AVGO Broadcom Inc. New 0.12% +0.12
EHC Encompass Health Corp. New 0.11% +0.11
KNG FT Vest S&P 500 DVD Arst TRG Add +34.1% 0.35% +0.11
AXP American Express Co. Add +22.2% 0.65% +0.11
RNST Renasant Corp. Add +0.8% 1.46% +0.05
DNP DNP Select Income Fund Inc. Add +2.2% 0.26% +0.05
HCA HCA Healthcare Inc. Add +0.2% 0.23% +0.05
IBM Intl Business Machines Corp. Add +1.3% 0.23% +0.04
UNP Union Pacific Corp. Add +0.6% 0.34% +0.04
RTX RTX Corp. Add +0.4% 0.19% +0.04
BTG B2GOLD Corp. New 0.04% +0.04
WDAY Workday Inc. Class A Add +18.9% 0.25% +0.04
IYW iShares Ustechnology ETF Add +31.4% 0.16% +0.03
MPC Marathon Petroleum Corp. Add +4.5% 0.19% +0.03
SBSW Sibanye-Stillwater Ltd.-ADR New 0.03% +0.03
BAC Bank of America Corp. Add +10.2% 0.24% +0.03
PG The Procter & Gamble Co. Add +0.1% 0.29% +0.03
VONV Vanguard Russell 1000 Value Add +0.3% 0.28% +0.03
SHW The Sherwin-Williams Co. Add +0.3% 0.24% +0.02
MCD McDonald's Corp. Add +0.6% 0.16% +0.02
PFG Principal Financial Group Add +0.5% 0.14% +0.02
EPD Enterprise Products Partners Add +0.5% 0.13% +0.02
AMD Advanced Micro Devices Add +20.0% 0.17% +0.02
MRK Merck & Co. Inc. Add +5.8% 0.41% +0.01
LDOS Leidos Holdings Inc. Add +1.9% 0.39% +0.01
MUR Murphy Oil Corp. Add +1.1% 0.46% +0.01
SFBS Servisfirst Bancshares Inc. Add +0.2% 0.20% +0.01

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