Resolute Wealth Strategies, Llc

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$231.8M
Q ending 2026-03-31
Prior quarter
$228.1M
Q ending 2025-12-31
Change
+1.6% QoQ · +29.4% YoY
Positions
114
reported holdings

Largest positions

Top 100 of 114 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Apple Inc ComAAPLShares$32.7M129K
Jpmorgan Active Growth EtfJGROShares$13.6M161K
Fidelity Total Bond EtfFBNDShares$11.5M252K
Nvidia Corporation ComNVDAShares$9.5M54K
Amazon Com Inc ComAMZNShares$9.4M45K
Pimco Enhanced Short Maturity ActiMINTShares$9.3M92K
Caterpillar Inc ComCATShares$9.0M13K
Jpmorgan Active Value EtfJAVAShares$8.0M112K
Microsoft Corp ComMSFTShares$7.6M20K
Spdr Gold SharesGLDShares$7.0M16K
Alphabet Inc Cap Stk Cl CGOOGShares$6.7M23K
Berkshire Hathaway Inc Del Cl B NeBRK/BShares$5.3M11K
Ishares S&P 500 Growth EtfIVWShares$5.1M45K
State Street Industrial Select SecXLIShares$5.1M31K
Ishares S&P 500 Value EtfIVEShares$4.8M23K
State Street Spdr S&P 500 EtfSPYShares$4.6M7K
Jpmorgan Chase & Co ComJPMShares$4.3M15K
At&T Inc ComTShares$3.9M133K
Shopify Inc Cl A Sub Vtg ShsSHOPShares$3.7M31K
Amgen Inc ComAMGNShares$3.4M10K
Alphabet Inc Cap Stk Cl AGOOGLShares$3.4M12K
Exxon Mobil Corp ComXOMShares$3.3M19K
Blackstone Inc ComBXShares$3.1M27K
Renasant Corp ComRNSTShares$2.6M72K
Walmart Inc ComWMTShares$2.5M20K
Ishares U.S. Aerospace & Defense EITAShares$2.4M11K
Vanguard S&P 500 EtfVOOShares$2.0M3K
Ft Vest Rising Dividend Achievers RDVIShares$1.8M71K
Eli Lilly & Co ComLLYShares$1.5M2K
Ft Vest S&P 500 Dividend AristocraKNGShares$1.5M30K
First Trust Dow Jones Internet IndFDNShares$1.5M6K
Reddit Inc Cl ARDDTShares$1.5M11K
Palantir Technologies Inc Cl APLTRShares$1.5M10K
Murphy Oil Corp ComMURShares$1.2M30K
Vanguard Russell 1000 Growth EtfVONGShares$1.1M10K
Abbvie Inc ComABBVShares$1.1M5K
Visa Inc Com Cl AVShares$1.1M4K
American Express Co ComAXPShares$1.1M4K
Ishares Silver TrustSLVShares$1.1M16K
Ishares Semiconductor EtfSOXXShares$999K3K
Invesco Qqq Trust Series IQQQShares$872K2K
Merck & Co Inc ComMRKShares$851K7K
Leidos Holdings Inc ComLDOSShares$825K5K
Jpmorgan Equity Premium Income EtfJEPIShares$804K14K
State Street Materials Select SectXLBShares$775K16K
Johnson & Johnson ComJNJShares$679K3K
Union Pac Corp ComUNPShares$672K3K
Ishares Core S&P 500 EtfIVVShares$644K986
Meta Platforms Inc Cl AMETAShares$625K1K
Gold Fields Ltd Sponsored AdrGFIShares$613K14K
Murphy Usa Inc ComMUSAShares$611K1K
Broadcom Inc ComAVGOShares$600K2K
Lowes Cos Inc ComLOWShares$595K3K
Coca Cola Co ComKOShares$586K8K
Vanguard Russell 1000 Value EtfVONVShares$572K6K
Tesla Inc ComTSLAShares$559K2K
Unitedhealth Group Inc ComUNHShares$550K2K
Advanced Micro Devices Inc ComAMDShares$541K3K
Hca Healthcare Inc ComHCAShares$540K1K
Rtx Corporation ComRTXShares$537K3K
Jpmorgan Active Bond EtfJBNDShares$523K10K
Marathon Pete Corp ComMPCShares$519K2K
Home Depot Inc ComHDShares$495K2K
Procter & Gamble Co ComPGShares$494K3K
International Business Machs ComIBMShares$487K2K
State Street Technology Select SecXLKShares$469K4K
Bank Of Amer Corp ComBACShares$465K10K
Southern Co ComSOShares$463K5K
Agnico Eagle Mines Ltd ComAEMShares$454K2K
Vanguard Small-Cap EtfVBShares$451K2K
Dnp Select Income Fd Inc ComDNPShares$432K42K
Waste Mgmt Inc Del ComWMShares$422K2K
Vanguard Growth EtfVUGShares$419K959
State Street Energy Select Sector XLEShares$416K7K
Vanguard Health Care EtfVHTShares$410K2K
Sherwin Williams Co ComSHWShares$406K1K
Baker Hughes Company Cl ABKRShares$403K7K
Trustmark Corp ComTRMKShares$385K9K
Eastgroup Pptys Inc ComEGPShares$373K2K
State Street Spdr S&P Dividend EtfSDYShares$371K3K
Warner Bros Discovery Inc Com Ser WBDShares$365K13K
Jpmorgan Income EtfJPIEShares$363K8K
Ishares U.S. Technology EtfIYWShares$354K2K
Ge Vernova Inc ComGEVShares$337K386
State Street Consumer DiscretionarXLYShares$324K3K
Blackstone Secd Lending Fd Common BXSLShares$322K14K
Kraneshares Artificial IntelligencAGIXShares$321K10K
Nextera Energy Inc ComNEEShares$318K3K
Csx Corp ComCSXShares$305K7K
Ishares U.S. Broker-Dealers & SecuIAIShares$304K2K
Citigroup Inc Com NewCShares$295K3K
Vanguard Value EtfVTVShares$295K2K
Mcdonalds Corp ComMCDShares$290K933
Moodys Corp ComMCOShares$272K623
United Cmnty Bks Blairsvle Ga ComUCBShares$270K9K
Vanguard Dividend Appreciation EtfVIGShares$263K1K
Enterprise Prods Partners L P ComEPDShares$259K7K
Defiance Connective Technologies EUFOXShares$255K4K
Cameco Corp ComCCJShares$236K2K
Phillips 66 ComPSXShares$234K1K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.