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CIK: 0001973981
Total reported value
$258.1M
$258.1M
99 檔
30.0%
At the close of Q3 2024, Resolute Wealth Strategies, LLC disclosed equity holdings valued at approximately $258.1M, spread across 99 reported holdings.
During Q3 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 | 16.24% | +0.14% | -1.81% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 10.46% | -0.35% | +61.63% | |
| 3 | NVDA | Nvidia CORP | Stock-Tech | 4.96% | +0.17% | +3.10% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 4.35% | +0.23% | -0.00% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.28% | +0.24% | -1.40% | |
| 6 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.49% | — | +1.84% | |
| 7 | BXSL | Blackstone Secured Lending F | Stock-Financials | 3.28% | -0.14% | EXIT | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.90% | -0.64% | +3.27% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.78% | -0.10% | -1.14% | |
| 10 | CAT | Caterpillar Inc | Stock-Industrials | 2.76% | +1.16% | -8.96% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.49% | +0.01% | -1.68% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.19% | -0.11% | +0.10% | |
| 13 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.19% | +0.50% | +9.21% | |
| 14 | BX | Blackstone Inc | Stock-Financials | 2.15% | -0.09% | -1.82% | |
| 15 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 2.05% | +0.12% | +5.41% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.99% | +0.38% | -2.85% | |
| 17 | AMGN | Amgen Inc | Stock-Healthcare | 1.72% | -0.17% | +0.01% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.57% | -0.41% | -1.55% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.57% | +0.07% | +0.51% | |
| 20 | T | At&t Inc | Stock-Comm Services | 1.50% | -0.60% | +0.03% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.42% | -1.42% | EXIT | |
| 22 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.38% | -0.14% | +0.30% | |
| 23 | RNST | Renasant CORP | Stock-Other | 1.29% | +0.07% | +0.07% | |
| 24 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.89% | — | -0.80% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.88% | +0.17% | -1.28% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.22% | +0.03% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.60% | -0.06% | -12.89% | |
| 28 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.58% | — | — | |
| 29 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.03% | +0.06% | |
| 30 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 0.54% | +0.20% | — | |
| 31 | MUR | Murphy Oil CORP | Stock-Energy | 0.50% | -0.16% | +0.72% | |
| 32 | AXP | American Express Co | Stock-Financials | 0.50% | — | +3.15% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.49% | +0.27% | +0.57% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.48% | +0.03% | +1.11% | |
| 35 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.45% | +0.32% | +0.21% | |
| 36 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.45% | -0.01% | -0.18% | |
| 37 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.43% | — | +1.00% | |
| 38 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.43% | -0.17% | -1.49% | |
| 39 | SLV | Ishares Silver Trust | ETF-Commodities | 0.41% | -0.14% | — | |
| 40 | ABBV | Abbvie Inc | Stock-Healthcare | 0.39% | -0.02% | +0.05% | |
| 41 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.38% | +0.02% | +0.22% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.34% | -0.04% | — | |
| 43 | VHT | Vanguard Health Care ETF | ETF-Other | 0.33% | -0.01% | -2.00% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.33% | -0.04% | +1.11% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.32% | +0.08% | +2.81% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.31% | +0.01% | +1.17% | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.31% | +0.01% | +0.10% | |
| 48 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.30% | — | +0.08% | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.29% | -0.01% | +0.36% | |
| 50 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.28% | +0.12% | — |
According to official SEC Form 13F filings, Resolute Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $258.1M across 99 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, FBND, NVDA) accounted for 30.0% of total reported equity market value during Q3 2024.
During Q3 2024, Resolute Wealth Strategies, LLC's top holdings by market value included AAPL (16.2%)、FBND (10.5%)、NVDA (5.0%). The largest single position, AAPL, represented 16.2% of total portfolio value.
In Q3 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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