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CIK: 0001973981
Total reported value
$258.1M
$258.1M
94 檔
27.8%
In Q4 2024, Resolute Wealth Strategies, LLC's U.S. equity holdings reached a combined market value of $258.1M, distributed across 94 disclosed stock positions.
During Q4 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 | 17.04% | +0.14% | -1.43% | |
| 2 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.38% | -0.35% | -45.86% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 5.02% | +0.23% | -0.93% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 5.00% | +0.17% | -7.89% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.42% | +0.24% | -1.73% | |
| 6 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 4.35% | +0.20% | +709.53% | |
| 7 | BXSL | Blackstone Secured Lending F | Stock-Financials | 3.59% | -0.14% | EXIT | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.70% | -0.10% | -0.34% | |
| 9 | CAT | Caterpillar Inc | Stock-Industrials | 2.52% | +1.16% | -0.35% | |
| 10 | JGRO | Jpmorgan Active Growth ETF | ETF-Other | 2.47% | +0.50% | +8.18% | |
| 11 | BX | Blackstone Inc | Stock-Financials | 2.40% | -0.09% | +0.10% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 2.32% | +0.01% | -3.15% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.25% | +0.38% | +0.23% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.22% | -0.11% | -0.03% | |
| 15 | GEV | GE Vernova Inc | Stock-Industrials | 2.07% | +0.08% | — | |
| 16 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 2.05% | — | -47.84% | |
| 17 | JAVA | Jpmorgan Active Value ETF | ETF-Other | 2.03% | +0.12% | +1.14% | |
| 18 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.81% | -0.14% | — | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | +0.07% | -9.41% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.58% | -0.41% | +3.43% | |
| 21 | T | At&t Inc | Stock-Comm Services | 1.54% | -0.60% | +0.02% | |
| 22 | GLD | Spdr Gold Shares | ETF-Commodities | 1.47% | -0.64% | -48.71% | |
| 23 | RNST | Renasant CORP | Stock-Other | 1.41% | +0.07% | — | |
| 24 | AMGN | Amgen Inc | Stock-Healthcare | 1.38% | -0.17% | — | |
| 25 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 1.33% | +0.13% | +106.68% | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 1.17% | -1.42% | EXIT | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.01% | +0.17% | +0.90% | |
| 28 | FDN | First Trust Dj Internet Ind | ETF-Other | 0.95% | — | -5.65% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.22% | +1.72% | |
| 30 | AXP | American Express Co | Stock-Financials | 0.54% | — | +0.08% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.03% | -4.70% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.51% | -0.06% | -9.83% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.46% | +0.03% | -2.43% | |
| 34 | MUR | Murphy Oil CORP | Stock-Energy | 0.45% | -0.16% | +0.82% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.41% | — | -0.20% | |
| 36 | SOXX | Ishares Semiconductor ETF | ETF-Other | 0.41% | +0.32% | -1.24% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.27% | -2.35% | |
| 38 | RDVI | Ft Vest Rising Dividend Achi | ETF-Other | 0.41% | +0.12% | +50.72% | |
| 39 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 0.40% | +0.02% | -0.56% | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.39% | -0.01% | +0.50% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +0.08% | +14.44% | |
| 42 | SLV | Ishares Silver Trust | ETF-Commodities | 0.38% | -0.14% | — | |
| 43 | LDOS | Leidos Holdings Inc | Stock-Tech | 0.37% | -0.17% | +0.24% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | -0.02% | +0.05% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | +0.01% | +7.98% | |
| 46 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.31% | -0.04% | — | |
| 47 | MUSA | Murphy USA Inc | Stock-Consumer Disc | 0.31% | — | +0.08% | |
| 48 | UNP | Union Pacific CORP | Stock-Industrials | 0.30% | -0.04% | +0.59% | |
| 49 | HD | Home Depot Inc | Stock-Consumer Disc | 0.29% | +0.01% | +0.27% | |
| 50 | CMG | Chipotle Mexican Grill Inc | Stock-Consumer Disc | 0.29% | — | -51.43% |
According to official SEC Form 13F filings, Resolute Wealth Strategies, LLC reported a total U.S. public equity portfolio value of $258.1M across 94 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, FBND, AMZN) accounted for 27.8% of total reported equity market value during Q4 2024.
During Q4 2024, Resolute Wealth Strategies, LLC's top holdings by market value included AAPL (17.0%)、FBND (5.4%)、AMZN (5.0%). The largest single position, AAPL, represented 17.0% of total portfolio value.
In Q4 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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