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CIK: 0001973981
Total reported value
$258.1M
$258.1M
95 檔
25.9%
As reported in its official Q2 2024 Form 13F filing, Resolute Wealth Strategies, LLC's tracked investment portfolio stood at $258.1M with 95 total positions.
During Q2 2024, Resolute Wealth Strategies, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 16.59% | +0.14% | -1.74% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.90% | -0.35% | +1.19% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 5.43% | +0.17% | +919.33% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.00% | +0.23% | +0.65% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.66% | +0.24% | -0.98% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.81% | — | +1.16% | |
| 7 | BXSL | Blackstone Secured Lending F | Stock-Financials | 3.68% | -0.14% | EXIT | |
| 8 | CAT | Caterpillar Inc | Stock-Industrials | 2.86% | +1.16% | -3.11% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 2.76% | -0.64% | +3.37% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.76% | -0.10% | — | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.60% | +0.01% | -0.44% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.50% | +0.38% | -3.14% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.30% | -0.11% | +0.25% | |
| 14 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.17% | +0.50% | +17.87% | |
| 15 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 2.00% | +0.12% | +11.29% | |
| 16 | BX | Blackstone Inc | Stock-Financials | 1.97% | -0.09% | +1.87% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.85% | -0.17% | — | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.41% | -1.43% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.66% | +0.07% | +0.40% | |
| 20 | T | At&t Inc | Stock-Comm Services | 1.44% | -0.60% | -0.28% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.38% | -1.42% | EXIT | |
| 22 | RNST | Renasant CORP | Stock-Other | 1.35% | +0.07% | +0.98% | |
| 23 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.26% | -0.14% | +3.35% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.09% | +0.17% | -5.26% | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.96% | — | -0.85% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.72% | -0.06% | -10.99% | |
| 27 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.70% | — | +4900.00% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.68% | -0.22% | -1.34% | |
| 29 | MUR | Murphy Oil CORP | Stock-Energy | 0.67% | -0.16% | +0.63% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.55% | +0.27% | +2.03% | |
| 31 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.01% | -1.08% | |
| 32 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.54% | +0.32% | +0.11% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.03% | +0.06% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.03% | +0.06% | |
| 35 | AXP | American Express Co | Stock-Financials | 0.46% | — | +0.12% | |
| 36 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.43% | -0.17% | +0.20% | |
| 37 | SLV | Ishares Silver Trust | ETF-Commodities | 0.43% | -0.14% | — | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.42% | — | -1.12% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.41% | +0.02% | — | |
| 40 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.41% | -0.01% | — | |
| 41 | ABBV | Abbvie Inc | Stock-Healthcare | 0.37% | -0.02% | +0.05% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-Other | 0.35% | -0.01% | — | |
| 43 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.34% | +0.08% | +0.16% | |
| 44 | WDAY | Workday Inc-class A | Stock-Tech | 0.33% | — | -5.48% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.33% | -0.04% | +1.12% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.32% | +0.01% | +0.10% | |
| 47 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.32% | — | +0.08% | |
| 48 | ROBO | Robo Global Robotics And Aut | ETF-Other | 0.31% | — | — | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.31% | -0.04% | — | |
| 50 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.30% | — | -13.60% |
According to official SEC Form 13F filings, Resolute Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $258.1M across 95 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, FBND, NVDA) accounted for 25.9% of total reported equity market value during Q2 2024.
During Q2 2024, Resolute Wealth Strategies, LLC's top holdings by market value included AAPL (16.6%)、FBND (6.9%)、NVDA (5.4%). The largest single position, AAPL, represented 16.6% of total portfolio value.
In Q2 2024, Resolute Wealth Strategies, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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