The Analysis of Resolute Wealth Strategies, LLC's Holdings & P&L


Currently, Resolute Wealth Strategies, LLC holds 114 types of securities in its portfolio with a total value $231.8M. In the most recent quarter, they have increased their positions in XLI (+31.3K shares, valued at $5.1M), MSFT (+9.5K shares, valued at $3.5M), ITA (+11.1K shares, valued at $2.4M); decreased their positions in XLK (-6.4K shares, valued at $845.7K), SLV (-10.7K shares, valued at $729.0K), GFI (-8.2K shares, valued at $372.5K); initiated new positions in XLI (+31.3K shares, valued at $5.1M), ITA (+11.1K shares, valued at $2.4M), XLB (+15.5K shares, valued at $774.8K).


1M P&L
+8.0M+3.76%
3M P&L
+9.5M+4.50%
HY P&L
+13.8M+6.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A88.5M
42.6%
2Consumer Electronics32.7M
15.7%
3Semiconductors10.0M
4.8%

Top Industries by Stock Count

1N/A38 stocks
37.3%
2Drug Manufacturers - General6 stocks
5.9%
3Banks - Diversified3 stocks
2.9%
Stock Holdings
AAPL
APPLE INC COM
1.68%
Shares128.9K
Event2026-03-31
Filed2026-05-07
JGRO
JPMORGAN ACTIVE GROWTH ETF
5.64%
Shares160.8K
Event2026-03-31
Filed2026-05-07
FBND
FIDELITY TOTAL BOND ETF
0.66%
Shares251.5K
Event2026-03-31
Filed2026-05-07
NVDA
NVIDIA CORPORATION COM
3.48%
Shares54.5K
Event2026-03-31
Filed2026-05-07
AMZN
AMAZON COM INC COM
-1.44%
Shares45.2K
Event2026-03-31
Filed2026-05-07
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
11.05%
Shares92.0K
Event2026-03-31
Filed2026-05-07
CAT
CATERPILLAR INC COM
-0.40%
Shares12.8K
Event2026-03-31
Filed2026-05-07
JAVA
JPMORGAN ACTIVE VALUE ETF
5.40%
Shares112.1K
Event2026-03-31
Filed2026-05-07
MSFT
MICROSOFT CORP COM
86.86%
Shares20.5K
Event2026-03-31
Filed2026-05-07
GLD
SPDR GOLD SHARES
-2.05%
Shares16.3K
Event2026-03-31
Filed2026-05-07
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
0.83%
Shares23.4K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL CL B NEW
BERKSHIRE HATHAWAY INC DEL CL B NEW
-0.66%
Shares11.1K
Event2026-03-31
Filed2026-05-07
IVW
ISHARES S&P 500 GROWTH ETF
-0.51%
Shares44.9K
Event2026-03-31
Filed2026-05-07
XLI
STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
New
Shares31.3K
Event2026-03-31
Filed2026-05-07
IVE
ISHARES S&P 500 VALUE ETF
-1.53%
Shares22.8K
Event2026-03-31
Filed2026-05-07
SPY
STATE STREET SPDR S&P 500 ETF
1.74%
Shares7.1K
Event2026-03-31
Filed2026-05-07
JPM
JPMORGAN CHASE & CO COM
7.32%
Shares14.6K
Event2026-03-31
Filed2026-05-07
T
AT&T INC COM
1.17%
Shares133.4K
Event2026-03-31
Filed2026-05-07
SHOP
SHOPIFY INC CL A SUB VTG SHS
2.09%
Shares31.2K
Event2026-03-31
Filed2026-05-07
AMGN
AMGEN INC COM
0.10%
Shares9.8K
Event2026-03-31
Filed2026-05-07
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
1.96%
Shares11.8K
Event2026-03-31
Filed2026-05-07
XOM
EXXON MOBIL CORP COM
-0.28%
Shares19.4K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC COM
BLACKSTONE INC COM
0.04%
Shares27.3K
Event2026-03-31
Filed2026-05-07
RNST
RENASANT CORP COM
0.85%
Shares72.1K
Event2026-03-31
Filed2026-05-07
WMT
WALMART INC COM
0.80%
Shares20.1K
Event2026-03-31
Filed2026-05-07
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
New
Shares11.1K
Event2026-03-31
Filed2026-05-07
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
2.42%
Shares3.3K
Event2026-03-31
Filed2026-05-07
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
37.97%
Shares71.1K
Event2026-03-31
Filed2026-05-07
LLY
ELI LILLY & CO COM
2.51%
Shares1.6K
Event2026-03-31
Filed2026-05-07
KNG
FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF
63.63%
Shares30.4K
Event2026-03-31
Filed2026-05-07
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-10.44%
Shares6.3K
Event2026-03-31
Filed2026-05-07
RDDT
REDDIT INC CL A
-0.21%
Shares10.9K
Event2026-03-31
Filed2026-05-07
PLTR
PALANTIR TECHNOLOGIES INC CL A
-4.43%
Shares9.9K
Event2026-03-31
Filed2026-05-07
MUR
MURPHY OIL CORP COM
0.18%
Shares30.1K
Event2026-03-31
Filed2026-05-07
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
17.00%
Shares10.3K
Event2026-03-31
Filed2026-05-07
ABBV
ABBVIE INC COM
1.45%
Shares5.0K
Event2026-03-31
Filed2026-05-07
V
VISA INC COM CL A
13.78%
Shares3.6K
Event2026-03-31
Filed2026-05-07
AXP
AMERICAN EXPRESS CO COM
13.83%
Shares3.6K
Event2026-03-31
Filed2026-05-07
SLV
ISHARES SILVER TRUST
-40.70%
Shares15.6K
Event2026-03-31
Filed2026-05-07
SOXX
ISHARES SEMICONDUCTOR ETF
-0.26%
Shares3.0K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TRUST SERIES I
INVESCO QQQ TRUST SERIES I
10.86%
Shares1.5K
Event2026-03-31
Filed2026-05-07
MERCK & CO INC COM
MERCK & CO INC COM
0.41%
Shares7.1K
Event2026-03-31
Filed2026-05-07
LDOS
LEIDOS HOLDINGS INC COM
2.97%
Shares5.3K
Event2026-03-31
Filed2026-05-07
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
1.88%
Shares14.2K
Event2026-03-31
Filed2026-05-07
XLB
STATE STREET MATERIALS SELECT SECTOR SPDR ETF
New
Shares15.5K
Event2026-03-31
Filed2026-05-07
JNJ
JOHNSON & JOHNSON COM
6.07%
Shares2.8K
Event2026-03-31
Filed2026-05-07
UNP
UNION PAC CORP COM
5.84%
Shares2.8K
Event2026-03-31
Filed2026-05-07
IVV
ISHARES CORE S&P 500 ETF
-5.65%
Shares986
Event2026-03-31
Filed2026-05-07
META
META PLATFORMS INC CL A
4.89%
Shares1.1K
Event2026-03-31
Filed2026-05-07
GFI
GOLD FIELDS LTD SPONSORED ADR
-37.80%
Shares13.5K
Event2026-03-31
Filed2026-05-07
MUSA
MURPHY USA INC COM
0.16%
Shares1.2K
Event2026-03-31
Filed2026-05-07
BROADCOM INC COM
BROADCOM INC COM
30.61%
Shares1.9K
Event2026-03-31
Filed2026-05-07
LOW
LOWES COS INC COM
4.52%
Shares2.5K
Event2026-03-31
Filed2026-05-07
KO
COCA COLA CO COM
22.07%
Shares7.7K
Event2026-03-31
Filed2026-05-07
VONV
VANGUARD RUSSELL 1000 VALUE ETF
0.33%
Shares6.1K
Event2026-03-31
Filed2026-05-07
TSLA
TESLA INC COM
-2.59%
Shares1.5K
Event2026-03-31
Filed2026-05-07
UNH
UNITEDHEALTH GROUP INC COM
-13.38%
Shares2.0K
Event2026-03-31
Filed2026-05-07
AMD
ADVANCED MICRO DEVICES INC COM
-3.62%
Shares2.7K
Event2026-03-31
Filed2026-05-07
HCA
HCA HEALTHCARE INC COM
-4.68%
Shares1.1K
Event2026-03-31
Filed2026-05-07
RTX
RTX CORPORATION COM
10.84%
Shares2.8K
Event2026-03-31
Filed2026-05-07
JBND
JPMORGAN ACTIVE BOND ETF
25.90%
Shares9.7K
Event2026-03-31
Filed2026-05-07
MPC
MARATHON PETE CORP COM
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-07
HD
HOME DEPOT INC COM
8.65%
Shares1.5K
Event2026-03-31
Filed2026-05-07
PG
PROCTER & GAMBLE CO COM
-1.58%
Shares3.4K
Event2026-03-31
Filed2026-05-07
IBM
INTERNATIONAL BUSINESS MACHS COM
22.14%
Shares2.0K
Event2026-03-31
Filed2026-05-07
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-64.33%
Shares3.5K
Event2026-03-31
Filed2026-05-07
BAC
BANK OF AMER CORP COM
0.91%
Shares9.5K
Event2026-03-31
Filed2026-05-07
SO
SOUTHERN CO COM
0.86%
Shares4.8K
Event2026-03-31
Filed2026-05-07
AEM
AGNICO EAGLE MINES LTD COM
-37.20%
Shares2.2K
Event2026-03-31
Filed2026-05-07
VB
VANGUARD SMALL-CAP ETF
16.75%
Shares1.7K
Event2026-03-31
Filed2026-05-07
DNP
DNP SELECT INCOME FD INC COM
1.89%
Shares42.0K
Event2026-03-31
Filed2026-05-07
WM
WASTE MGMT INC DEL COM
1.16%
Shares1.8K
Event2026-03-31
Filed2026-05-07
VUG
VANGUARD GROWTH ETF
4.13%
Shares959
Event2026-03-31
Filed2026-05-07
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
-0.59%
Shares6.8K
Event2026-03-31
Filed2026-05-07
VHT
VANGUARD HEALTH CARE ETF
-17.68%
Shares1.5K
Event2026-03-31
Filed2026-05-07
SHW
SHERWIN WILLIAMS CO COM
3.60%
Shares1.3K
Event2026-03-31
Filed2026-05-07
BKR
BAKER HUGHES COMPANY CL A
2.68%
Shares6.6K
Event2026-03-31
Filed2026-05-07
TRMK
TRUSTMARK CORP COM
0.47%
Shares9.1K
Event2026-03-31
Filed2026-05-07
EGP
EASTGROUP PPTYS INC COM
0.90%
Shares2.0K
Event2026-03-31
Filed2026-05-07
SDY
STATE STREET SPDR S&P DIVIDEND ETF
0.28%
Shares2.5K
Event2026-03-31
Filed2026-05-07
WBD
WARNER BROS DISCOVERY INC COM SER A
87.61%
Shares13.3K
Event2026-03-31
Filed2026-05-07
JPIE
JPMORGAN INCOME ETF
-4.91%
Shares7.9K
Event2026-03-31
Filed2026-05-07
IYW
ISHARES U.S. TECHNOLOGY ETF
0.05%
Shares2.0K
Event2026-03-31
Filed2026-05-07
GEV
GE VERNOVA INC COM
New
Shares386
Event2026-03-31
Filed2026-05-07
XLY
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF
0.17%
Shares3.0K
Event2026-03-31
Filed2026-05-07
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
2.65%
Shares13.6K
Event2026-03-31
Filed2026-05-07
KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
KRANESHARES ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF
57.82%
Shares9.8K
Event2026-03-31
Filed2026-05-07
NEE
NEXTERA ENERGY INC COM
32.39%
Shares3.4K
Event2026-03-31
Filed2026-05-07
CSX
CSX CORP COM
15.03%
Shares7.4K
Event2026-03-31
Filed2026-05-07
IAI
ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF
0.43%
Shares1.8K
Event2026-03-31
Filed2026-05-07
CITIGROUP INC COM NEW
CITIGROUP INC COM NEW
0.12%
Shares2.6K
Event2026-03-31
Filed2026-05-07
VTV
VANGUARD VALUE ETF
0.33%
Shares1.5K
Event2026-03-31
Filed2026-05-07
MCD
MCDONALDS CORP COM
31.97%
Shares933
Event2026-03-31
Filed2026-05-07
MCO
MOODYS CORP COM
3.83%
Shares623
Event2026-03-31
Filed2026-05-07
UCB
UNITED CMNTY BKS BLAIRSVLE GA COM
0.80%
Shares8.6K
Event2026-03-31
Filed2026-05-07
VIG
VANGUARD DIVIDEND APPRECIATION ETF
0.41%
Shares1.2K
Event2026-03-31
Filed2026-05-07
EPD
ENTERPRISE PRODS PARTNERS L P COM
0.63%
Shares6.8K
Event2026-03-31
Filed2026-05-07
SIXG
DEFIANCE CONNECTIVE TECHNOLOGIES ETF
-12.57%
Shares3.7K
Event2026-03-31
Filed2026-05-07
CCJ
CAMECO CORP COM
-4.41%
Shares2.2K
Event2026-03-31
Filed2026-05-07
PSX
PHILLIPS 66 COM
New
Shares1.3K
Event2026-03-31
Filed2026-05-07
ARISTA NETWORKS INC COM SHS
ARISTA NETWORKS INC COM SHS
12.26%
Shares1.9K
Event2026-03-31
Filed2026-05-07
IJR
ISHARES CORE S&P SMALL CAP ETF
New
Shares1.9K
Event2026-03-31
Filed2026-05-07
VGT
VANGUARD INFORMATION TECHNOLOGY ETF
0.30%
Shares330
Event2026-03-31
Filed2026-05-07
WDC
WESTERN DIGITAL CORP COM
New
Shares847
Event2026-03-31
Filed2026-05-07
SMH
VANECK SEMICONDUCTOR ETF
0.00%
Shares579
Event2026-03-31
Filed2026-05-07
ABT
ABBOTT LABORATORIES COM
21.67%
Shares2.1K
Event2026-03-31
Filed2026-05-07
PFE
PFIZER INC COM
New
Shares7.8K
Event2026-03-31
Filed2026-05-07
TXT
TEXTRON INC COM
New
Shares2.4K
Event2026-03-31
Filed2026-05-07
HOOD
ROBINHOOD MKTS INC COM CL A
2.33%
Shares3.1K
Event2026-03-31
Filed2026-05-07
CVX
CHEVRON CORPORATION COM
New
Shares1.0K
Event2026-03-31
Filed2026-05-07
BMY
BRISTOL-MYERS SQUIBB CO COM
New
Shares3.4K
Event2026-03-31
Filed2026-05-07
BK
BANK NEW YORK MELLON CORP COM
New
Shares1.7K
Event2026-03-31
Filed2026-05-07
LMT
LOCKHEED MARTIN CORP COM
New
Shares336
Event2026-03-31
Filed2026-05-07
ASTRAZENECA PLC ORD
ASTRAZENECA PLC ORD
New
Shares1.0K
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available