Resolute Wealth Strategies, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), Resolute Wealth Strategies, LLC reported 101 stock positions worth $186.6 million. Its top holding was Apple (AAPL) at 14.3% of the portfolio, followed by JPMorgan Active Value ETF (JAVA, 6.0%) and Fidelity Total Bond ETF (FBND, 5.8%). Compared with Q1 2025, it opened 5 new positions, sold out of 4, added to 49 and reduced 33. The biggest buy was Nvidia (NVDA, shares +4%) and the biggest sale Blackstone Secured Lending F (BXSL, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- JACKSON, MS
- CIK
- 0001973981
- Portfolio Value
- $186.6M (Q2 2025)
- SEC Filing
- 0001765380-25-000364 ↗ filed Aug 12, 2025
Holdings Value
Holdings 101 stocks · $186.6M
| AAPL Apple Inc. | 14.28% | 129,842 | $26.6M | Reduce -0.9% |
| JAVA JPMorgan Active Value ETF | 6.02% | 171,641 | $11.2M | Add +3.0% |
| FBND Fidelity Total Bond ETF | 5.76% | 234,839 | $10.7M | Add +3.6% |
| AMZN Amazon.com Inc. | 5.33% | 45,322 | $9.9M | Add +1.4% |
| MINT PIMCO Enhanced Short Maturit | 5.25% | 97,361 | $9.8M | Add +20.5% |
| NVDA Nvidia Corp. | 3.95% | 46,599 | $7.4M | Add +4.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.95% | 11,323 | $5.5M | Reduce -0.2% |
| CAT Caterpillar Inc. | 2.81% | 13,499 | $5.2M | Reduce -0.3% |
| IVW iShares S&P 500 Growth ETF | 2.67% | 45,330 | $5.0M | Reduce -0.2% |
| IVE iShares S&P 500 Value ETF | 2.45% | 23,365 | $4.6M | Add +0.1% |
| MSFT Microsoft Corp. | 2.42% | 9,096 | $4.5M | Add +11.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.33% | 7,047 | $4.4M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 2.20% | 23,140 | $4.1M | Add +3.2% |
| BX Blackstone Inc. | 2.18% | 27,192 | $4.1M | Add +0.4% |
| GLD SPDR Gold Shares | 2.18% | 13,325 | $4.1M | Add +11.0% |
| JPM JPMorgan Chase & Co. | 2.06% | 13,256 | $3.8M | Reduce -1.5% |
| SHOP Shopify Inc. Class A | 2.05% | 33,235 | $3.8M | Add +0.1% |
| T AT&T Inc. | 2.05% | 131,871 | $3.8M | Add +0.0% |
| JGRO JPMorgan Active Growth ETF | 1.87% | 40,547 | $3.5M | Add +8.1% |
| AMGN Amgen Inc. | 1.54% | 10,295 | $2.9M | No change |
| RNST Renasant Corp. | 1.49% | 77,499 | $2.8M | Add +0.4% |
| XOM Exxon Mobil Corp. | 1.15% | 19,910 | $2.1M | Add +0.2% |
| RDDT Reddit Inc. Class A | 1.15% | 14,193 | $2.1M | Add +13.8% |
| GOOGL Alphabet Inc. Class A | 1.13% | 11,947 | $2.1M | Add +2.2% |
| FDN First Trust DJ Internet Ind | 1.05% | 7,254 | $2.0M | Reduce -4.3% |
| WMT Walmart Inc. | 1.01% | 19,344 | $1.9M | Reduce -0.8% |
| VOO Vanguard S&P 500 ETF | 0.88% | 2,885 | $1.6M | Add +488.8% |
| RDVI FT Vest Rising Dividend Achi | 0.65% | 49,043 | $1.2M | Add +11.6% |
| V Visa Inc. Class A | 0.61% | 3,182 | $1.1M | Reduce -0.5% |
| LLY Eli Lilly & Co. | 0.57% | 1,365 | $1.1M | Add +1.4% |
| JEPI JPMorgan Equity Premium Inco | 0.52% | 17,114 | $973K | Add +2.0% |
| AXP American Express Co. | 0.51% | 3,008 | $960K | Reduce -30.4% |
| XLV SS Health Care Select Sector | 0.50% | 6,888 | $928K | Add +266.6% |
| ABBV Abbvie Inc. | 0.49% | 4,950 | $919K | Add +0.0% |
| SLV iShares Silver Trust | 0.46% | 26,363 | $865K | Reduce -5.4% |
| VONG Vanguard Russell 1000 Growth | 0.45% | 7,625 | $833K | Add +0.1% |
| LDOS Leidos Holdings Inc. | 0.42% | 4,933 | $778K | Reduce -3.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.41% | 1,395 | $770K | Add +0.4% |
| META Meta Platforms Inc. Class A | 0.40% | 1,021 | $753K | Reduce -39.5% |
| SOXX iShares Semiconductor ETF | 0.39% | 3,069 | $733K | Reduce -16.9% |
| UNH Unitedhealth Group Inc. | 0.38% | 2,261 | $705K | Reduce -0.4% |
| MUR Murphy Oil Corp. | 0.36% | 29,459 | $663K | Add +1.4% |
| KNG FT Vest S&P 500 DVD Arst TRG | 0.35% | 13,374 | $657K | Add +7.2% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 4,686 | $639K | No change |
| IVV iShares Core S&P 500 ETF | 0.34% | 1,023 | $635K | Reduce -0.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.34% | 7,774 | $635K | New |
| MRK Merck & Co. Inc. | 0.32% | 7,626 | $604K | Reduce -5.8% |
| UNP Union Pacific Corp. | 0.32% | 2,597 | $597K | Add +0.6% |
| XLP SS Consumer Staples Sel Sect | 0.30% | 6,946 | $562K | New |
| LOW Lowe's Cos Inc. | 0.29% | 2,410 | $535K | No change |
| GFI Gold Fields Ltd.-Spons ADR | 0.28% | 22,204 | $526K | No change |
| CMG Chipotle Mexican Grill Inc. | 0.28% | 9,200 | $517K | Reduce -1.6% |
| VONV Vanguard Russell 1000 Value | 0.28% | 6,033 | $514K | Add +0.4% |
| HD Home Depot Inc. | 0.27% | 1,377 | $505K | Reduce -6.9% |
| PG The Procter & Gamble Co. | 0.26% | 3,090 | $492K | Add +0.1% |
| XLE SS Energy Select Sector | 0.26% | 5,737 | $487K | Reduce -2.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 1,649 | $486K | Add +0.3% |
| VHT Vanguard Health Care ETF | 0.26% | 1,953 | $485K | Reduce -5.2% |
| MUSA Murphy USA Inc. | 0.26% | 1,185 | $482K | Add +0.2% |
| DNP DNP Select Income Fund Inc. | 0.25% | 48,566 | $475K | Add +2.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 9,957 | $471K | Reduce -2.0% |
| AEM Agnico Eagle Mines Ltd. | 0.25% | 3,946 | $469K | No change |
| HCA HCA Healthcare Inc. | 0.25% | 1,199 | $459K | Add +0.2% |
| WDAY Workday Inc. Class A | 0.24% | 1,889 | $453K | No change |
| JPIE JPMorgan Income ETF | 0.24% | 9,617 | $445K | Reduce -46.1% |
| JNJ Johnson & Johnson | 0.24% | 2,891 | $442K | Add +0.2% |
| SO The Southern Co. | 0.23% | 4,747 | $436K | Add +0.1% |
| KO The Coca-Cola Co. | 0.23% | 6,109 | $432K | No change |
| EMMF Wisdomtree Emerging Markets | 0.23% | 14,924 | $431K | Add +18.9% |
| WM Waste Management Inc. | 0.23% | 1,856 | $425K | Reduce -0.3% |
| SHW The Sherwin-Williams Co. | 0.22% | 1,217 | $418K | Add +0.3% |
| SDY SS SPDR S&P Dividend ETF | 0.22% | 3,042 | $413K | Add +0.4% |
| AVGO Broadcom Inc. | 0.21% | 1,415 | $390K | Add +14.1% |
| TSLA Tesla Inc. | 0.21% | 1,223 | $388K | No change |
| MPC Marathon Petroleum Corp. | 0.20% | 2,302 | $382K | No change |
| RTX RTX Corp. | 0.20% | 2,492 | $364K | Reduce -3.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 1,475 | $350K | New |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.19% | 796 | $349K | No change |
| AMD Advanced Micro Devices | 0.18% | 2,414 | $343K | Reduce -17.7% |
| IYW iShares Ustechnology ETF | 0.18% | 1,951 | $338K | Reduce -6.9% |
| EGP Eastgroup Properties Inc. | 0.18% | 1,996 | $334K | No change |
| TRMK Trustmark Corp. | 0.18% | 9,126 | $333K | Add +0.6% |
| SFBS Servisfirst Bancshares Inc. | 0.18% | 4,257 | $330K | Add +0.2% |
| XLY SS Consumer Disc Select Sect | 0.17% | 1,478 | $321K | Add +0.1% |
| IAI iShares U.S. Broker-Dealers | 0.17% | 1,892 | $320K | Reduce -17.8% |
| JBND JPMorgan Active Bond ETF | 0.17% | 5,856 | $314K | Add +51.9% |
| UCB United Community Banks | 0.16% | 10,329 | $308K | Add +0.9% |
| MCO Moody's Corp. | 0.16% | 600 | $301K | No change |
| BXSL Blackstone Secured Lending F | 0.16% | 9,582 | $295K | Reduce -95.9% |
| JTEK JPMorgan US Tech Leaders | 0.15% | 3,208 | $271K | Reduce -9.3% |
| MCD McDonald's Corp. | 0.14% | 914 | $267K | Add +0.6% |
| HOOD Robinhood Markets Inc. Class A | 0.14% | 2,800 | $262K | New |
| VGT Vanguard Info Tech ETF | 0.14% | 392 | $260K | Reduce -13.3% |
| EHC Encompass Health Corp. | 0.13% | 2,030 | $249K | No change |
| VIG Vanguard Dividend Apprec ETF | 0.13% | 1,203 | $246K | No change |
| UFOX Defiance Space and Connectiv | 0.13% | 4,619 | $244K | Reduce -4.6% |
| PFG Principal Financial Group | 0.13% | 3,058 | $243K | Add +0.5% |
| ABT Abbott Laboratories | 0.13% | 1,761 | $239K | Reduce -1.4% |
| EPD Enterprise Products Partners | 0.12% | 6,926 | $215K | Add +0.6% |
| CSX CSX Corp. | 0.11% | 6,431 | $210K | New |
Portfolio Sells Q1 2025 → Q2 2025
| BXSL Blackstone Secured Lending F | Reduce -95.9% | 0.16% | −4.03 |
| AAPL Apple Inc. | Reduce -0.9% | 14.28% | −1.97 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.2% | 2.95% | −0.43 |
| FANG Diamondback Energy Inc. | Sold out | 0.00% | −0.34 |
| UNH Unitedhealth Group Inc. | Reduce -0.4% | 0.38% | −0.29 |
| JPIE JPMorgan Income ETF | Reduce -46.1% | 0.24% | −0.22 |
| HAL Halliburton Co. | Sold out | 0.00% | −0.16 |
| META Meta Platforms Inc. Class A | Reduce -39.5% | 0.40% | −0.14 |
| AXP American Express Co. | Reduce -30.4% | 0.51% | −0.13 |
| FBT First Trust Nyse Arca Biotec | Sold out | 0.00% | −0.13 |
| MRK Merck & Co. Inc. | Reduce -5.8% | 0.32% | −0.08 |
| XLE SS Energy Select Sector | Reduce -2.5% | 0.26% | −0.05 |
| VHT Vanguard Health Care ETF | Reduce -5.2% | 0.26% | −0.04 |
| HD Home Depot Inc. | Reduce -6.9% | 0.27% | −0.03 |
| SBSW Sibanye-Stillwater Ltd.-ADR | Sold out | 0.00% | −0.03 |
| V Visa Inc. Class A | Reduce -0.5% | 0.61% | −0.02 |
| SLV iShares Silver Trust | Reduce -5.4% | 0.46% | −0.02 |
| WM Waste Management Inc. | Reduce -0.3% | 0.23% | −0.01 |
| IAI iShares U.S. Broker-Dealers | Reduce -17.8% | 0.17% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.4% | 0.13% | −0.00 |
| VGT Vanguard Info Tech ETF | Reduce -13.3% | 0.14% | +0.00 |
| RTX RTX Corp. | Reduce -3.5% | 0.20% | +0.00 |
| SOXX iShares Semiconductor ETF | Reduce -16.9% | 0.39% | +0.00 |
| JTEK JPMorgan US Tech Leaders | Reduce -9.3% | 0.15% | +0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -1.6% | 0.28% | +0.01 |
| AMD Advanced Micro Devices | Reduce -17.7% | 0.18% | +0.02 |
| UFOX Defiance Space and Connectiv | Reduce -4.6% | 0.13% | +0.02 |
| BAC Bank of America Corp. | Reduce -2.0% | 0.25% | +0.02 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 0.34% | +0.02 |
| IYW iShares Ustechnology ETF | Reduce -6.9% | 0.18% | +0.02 |
| LDOS Leidos Holdings Inc. | Reduce -3.9% | 0.42% | +0.03 |
| WMT Walmart Inc. | Reduce -0.8% | 1.01% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.2% | 2.33% | +0.11 |
| FDN First Trust DJ Internet Ind | Reduce -4.3% | 1.05% | +0.11 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 2.06% | +0.22 |
| CAT Caterpillar Inc. | Reduce -0.3% | 2.81% | +0.32 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.2% | 2.67% | +0.32 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +4.3% | 3.95% | +1.24 |
| VOO Vanguard S&P 500 ETF | Add +488.8% | 0.88% | +0.74 |
| MSFT Microsoft Corp. | Add +11.9% | 2.42% | +0.72 |
| MINT PIMCO Enhanced Short Maturit | Add +20.5% | 5.25% | +0.71 |
| AMZN Amazon.com Inc. | Add +1.4% | 5.33% | +0.58 |
| RDDT Reddit Inc. Class A | Add +13.8% | 1.15% | +0.41 |
| XLV SS Health Care Select Sector | Add +266.6% | 0.50% | +0.34 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | New | 0.34% | +0.34 |
| JGRO JPMorgan Active Growth ETF | Add +8.1% | 1.87% | +0.32 |
| XLP SS Consumer Staples Sel Sect | New | 0.30% | +0.30 |
| SHOP Shopify Inc. Class A | Add +0.1% | 2.05% | +0.28 |
| GLD SPDR Gold Shares | Add +11.0% | 2.18% | +0.25 |
| GOOG Alphabet Inc. Class C | Add +3.2% | 2.20% | +0.24 |
| VB Vanguard Most SM-Cap ETF-Usd | New | 0.19% | +0.19 |
| HOOD Robinhood Markets Inc. Class A | New | 0.14% | +0.14 |
| GOOGL Alphabet Inc. Class A | Add +2.2% | 1.13% | +0.12 |
| JAVA JPMorgan Active Value ETF | Add +3.0% | 6.02% | +0.11 |
| CSX CSX Corp. | New | 0.11% | +0.11 |
| AVGO Broadcom Inc. | Add +14.1% | 0.21% | +0.09 |
| RDVI FT Vest Rising Dividend Achi | Add +11.6% | 0.65% | +0.07 |
| BX Blackstone Inc. | Add +0.4% | 2.18% | +0.07 |
| JBND JPMorgan Active Bond ETF | Add +51.9% | 0.17% | +0.05 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.45% | +0.05 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.4% | 0.41% | +0.05 |
| EMMF Wisdomtree Emerging Markets | Add +18.9% | 0.23% | +0.04 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.26% | +0.03 |
| RNST Renasant Corp. | Add +0.4% | 1.49% | +0.03 |
| HCA HCA Healthcare Inc. | Add +0.2% | 0.25% | +0.02 |
| XLY SS Consumer Disc Select Sect | Add +0.1% | 0.17% | +0.01 |
| BTG B2GOLD Corp. | Add +0.0% | 0.04% | +0.01 |
| UCB United Community Banks | Add +0.9% | 0.16% | +0.00 |
| TRMK Trustmark Corp. | Add +0.6% | 0.18% | +0.00 |
| KNG FT Vest S&P 500 DVD Arst TRG | Add +7.2% | 0.35% | 0.00 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.28% | −0.00 |
| DNP DNP Select Income Fund Inc. | Add +2.1% | 0.25% | −0.01 |
| SDY SS SPDR S&P Dividend ETF | Add +0.4% | 0.22% | −0.01 |
| SO The Southern Co. | Add +0.1% | 0.23% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +0.3% | 0.22% | −0.01 |
| PFG Principal Financial Group | Add +0.5% | 0.13% | −0.01 |
| JEPI JPMorgan Equity Premium Inco | Add +2.0% | 0.52% | −0.01 |
| MCD McDonald's Corp. | Add +0.6% | 0.14% | −0.02 |
| EPD Enterprise Products Partners | Add +0.6% | 0.12% | −0.02 |
| SFBS Servisfirst Bancshares Inc. | Add +0.2% | 0.18% | −0.02 |
| FBND Fidelity Total Bond ETF | Add +3.6% | 5.76% | −0.02 |
| UNP Union Pacific Corp. | Add +0.6% | 0.32% | −0.02 |
| PG The Procter & Gamble Co. | Add +0.1% | 0.26% | −0.03 |
| JNJ Johnson & Johnson | Add +0.2% | 0.24% | −0.03 |
| T AT&T Inc. | Add +0.0% | 2.05% | −0.04 |
| IVE iShares S&P 500 Value ETF | Add +0.1% | 2.45% | −0.04 |
| LLY Eli Lilly & Co. | Add +1.4% | 0.57% | −0.05 |
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 |