Resolute Wealth Strategies
JACKSON, MSfiles as Resolute Wealth Strategies, LLC
$258m in 132 US stocks at the end of 30 June 2026. The top 10 are 52.8% of the money. It changed about 9.4% of the portfolio this quarter.
Value
$258m
Stocks
132
Top 10 share
52.8%
Turnover
9.4%
What changed this quarter
New
Bought for the first time this quarter.
- ExxonMobil HoldingsXOM1.1% of the fund
- SandiskSNDK0.2% of the fund
- Space Exploration TechnologiesSPCX0.2% of the fund
- Micron TechnologyMU0.2% of the fund
- J P Morgan Exchange Traded FJTEK0.1% of the fund
- Series Portfolios TRCLOZ0.1% of the fund
- IntelINTC0.1% of the fund
- Vertiv HoldingsVRT0.1% of the fund
- AppLovinAPP0.1% of the fund
- Global X FDSAIQ0.1% of the fund
- Texas InstrumentsTXN<0.1% of the fund
- KKRKKR<0.1% of the fund
- Ishares TRIJH<0.1% of the fund
- First TR Exchange-Traded FDFBT<0.1% of the fund
- Spdr Series TrustSPYG<0.1% of the fund
- Select Sector Spdr TRXLU<0.1% of the fund
- Lam ResearchLRCX<0.1% of the fund
- Rocket LabRKLB<0.1% of the fund
- Energy Transfer L PET<0.1% of the fund
- Cisco SystemsCSCO<0.1% of the fund
- ServisFirst BancsharesSFBS<0.1% of the fund
- PNC Financial Services GroupPNC<0.1% of the fund
- Ishares TRQUAL<0.1% of the fund
- Select Sector Spdr TRXLV<0.1% of the fund
- Madison Square Garden SportsMSGS<0.1% of the fund
Added
Bought more of a stock they already held.
- J P Morgan Exchange Traded FJGRO6.4% of the fund+4%
- Fidelity Merrimack STR TRFBND4.6% of the fund+4%
- Amazon.comAMZN4.3% of the fund+3%
- Pimco ETF TRMINT4.2% of the fund+17%
- J P Morgan Exchange Traded FJAVA3.6% of the fund+4%
- AlphabetGOOG3.3% of the fund+2%
- Spdr Gold TRGLD2.4% of the fund+3%
- Ishares TRIVE2.1% of the fund+4%
- JPMorgan ChaseJPM1.9% of the fund+3%
- ShopifySHOP1.5% of the fund+6%
- Eli LillyLLY0.9% of the fund+22%
- First TR Exchange-Traded FDRDVI0.9% of the fund+12%
- RedditRDDT0.8% of the fund+3%
- First TR Exchange-Traded FDKNG0.7% of the fund+11%
- VisaV0.5% of the fund+6%
- Invesco QQQ TRQQQ0.5% of the fund+7%
- Select Sector Spdr TRXLB0.4% of the fund+26%
- BroadcomAVGO0.4% of the fund+26%
- Johnson & JohnsonJNJ0.3% of the fund+4%
- TeslaTSLA0.3% of the fund+10%
- Meta PlatformsMETA0.3% of the fund+7%
- International Business MachinesIBM0.2% of the fund+6%
- Bank of AmericaBAC0.2% of the fund+8%
- GE VernovaGEV0.2% of the fund+30%
- Western DigitalWDC0.2% of the fund+6%
Cut
Sold some of their stake.
- CaterpillarCAT5.1% of the fund-4%
- MicrosoftMSFT2.9% of the fund-3%
- State STR Spdr S&P 500 ETF TSPY1.9% of the fund-8%
- AmgenAMGN1.3% of the fund-4%
- WalmartWMT0.9% of the fund-3%
- Advanced Micro DevicesAMD0.6% of the fund-6%
- AbbVieABBV0.5% of the fund-7%
- Ishares TRITA0.4% of the fund-58%
- Palantir TechnologiesPLTR0.4% of the fund-7%
- J P Morgan Exchange Traded FJEPI0.3% of the fund-6%
- UnitedHealth GroupUNH0.3% of the fund-18%
- Union PacificUNP0.3% of the fund-14%
- Leidos HoldingsLDOS0.2% of the fund-9%
- Southern CompanySO0.2% of the fund-6%
- Sherwin-WilliamsSHW0.2% of the fund-4%
- J P Morgan Exchange Traded FJPIE0.1% of the fund-3%
- ETF SER SolutionsUFOX0.1% of the fund-3%
- Agnico Eagle MinesAEM0.1% of the fund-7%
- Select Sector Spdr TRXLE0.1% of the fund-11%
- Arista NetworksANET<0.1% of the fund-29%
Sold out
Sold their entire stake.
- Select Sector Spdr TRXLI-100%
- ExxonMobil HoldingsXOM-100%
- Gold FieldsGFI-100%
- DNP Select Income FundDNP-100%
- Eastgroup PropertiesEGP-100%
- Blackstone Secured Lending FundBXSL-100%
- PfizerPFE-100%
- Lockheed MartinLMT-100%
- AstrazenecaAZN-100%
Holdings
- J P Morgan Exchange Traded FJGRO
- Share
- 6.4%
- Value
- $16m
- Shares
- 166,483
+4%
- Fidelity Merrimack STR TRFBND
- Share
- 4.6%
- Value
- $12m
- Shares
- 260,923
+4%
- Pimco ETF TRMINT
- Share
- 4.2%
- Value
- $11m
- Shares
- 107,317
+17%
- J P Morgan Exchange Traded FJAVA
- Share
- 3.6%
- Value
- $9m
- Shares
- 116,560
+4%
- Ishares TRIVW
- Share
- 2.4%
- Value
- $6m
- Shares
- 45,624
Held
- Spdr Gold TRGLD
- Share
- 2.4%
- Value
- $6m
- Shares
- 16,723
+3%
- Ishares TRIVE
- Share
- 2.1%
- Value
- $5m
- Shares
- 23,770
+4%
- State STR Spdr S&P 500 ETF TSPY
- Share
- 1.9%
- Value
- $5m
- Shares
- 6,546
-8%
- First TR Exchange-Traded FDRDVI
- Share
- 0.9%
- Value
- $2m
- Shares
- 79,451
+12%
- Vanguard Index FDSVOO
- Share
- 0.9%
- Value
- $2m
- Shares
- 3,356
Held
- Ishares TRSOXX
- Share
- 0.8%
- Value
- $2m
- Shares
- 3,041
Held
- First TR Exchange-Traded FDKNG
- Share
- 0.7%
- Value
- $2m
- Shares
- 33,697
+11%
- First TR Exchange-Traded FDFDN
- Share
- 0.6%
- Value
- $2m
- Shares
- 6,269
Held
- Vanguard Scottsdale FDSVONG
- Share
- 0.5%
- Value
- $1m
- Shares
- 10,301
Held
- Invesco QQQ TRQQQ
- Share
- 0.5%
- Value
- $1m
- Shares
- 1,611
+7%
- Ishares TRITA
- Share
- 0.4%
- Value
- $1m
- Shares
- 4,700
-58%
- Select Sector Spdr TRXLB
- Share
- 0.4%
- Value
- $989,673
- Shares
- 19,470
+26%
- Ishares Silver TRSLV
- Share
- 0.3%
- Value
- $832,795
- Shares
- 15,575
Held
- J P Morgan Exchange Traded FJEPI
- Share
- 0.3%
- Value
- $756,537
- Shares
- 13,395
-6%
- Ishares TRIVV
- Share
- 0.3%
- Value
- $739,070
- Shares
- 987
Held
- Select Sector Spdr TRXLK
- Share
- 0.3%
- Value
- $663,205
- Shares
- 3,481
Held
- Vanguard Scottsdale FDSVONV
- Share
- 0.3%
- Value
- $650,265
- Shares
- 6,117
Held
- Vanguard Index FDSVUG
- Share
- 0.2%
- Value
- $539,099
- Shares
- 6,258
+9%
- Vanguard Index FDSVB
- Share
- 0.2%
- Value
- $521,973
- Shares
- 1,722
Held
- J P Morgan Exchange Traded FJBND
- Share
- 0.2%
- Value
- $520,181
- Shares
- 9,723
Held
- Ishares TRIYW
- Share
- 0.2%
- Value
- $492,297
- Shares
- 1,952
Held
- Kraneshares TrustAGIX
- Share
- 0.2%
- Value
- $468,853
- Shares
- 9,999
+2%
- Space Exploration TechnologiesSPCX
- Share
- 0.2%
- Value
- $459,443
- Shares
- 2,689
New
- Vanguard World FDVHT
- Share
- 0.2%
- Value
- $450,805
- Shares
- 1,508
Held
- Vaneck ETF TrustSMH
- Share
- 0.2%
- Value
- $445,154
- Shares
- 679
+17%
- Spdr Series TrustSDY
- Share
- 0.2%
- Value
- $388,084
- Shares
- 2,550
Held
- J P Morgan Exchange Traded FJTEK
- Share
- 0.1%
- Value
- $381,172
- Shares
- 3,417
New
- Series Portfolios TRCLOZ
- Share
- 0.1%
- Value
- $360,924
- Shares
- 13,661
New
- J P Morgan Exchange Traded FJPIE
- Share
- 0.1%
- Value
- $352,936
- Shares
- 7,664
-3%
- Select Sector Spdr TRXLY
- Share
- 0.1%
- Value
- $349,220
- Shares
- 2,978
Held
- ETF SER SolutionsUFOX
- Share
- 0.1%
- Value
- $345,710
- Shares
- 3,638
-3%
- Vanguard Index FDSVTV
- Share
- 0.1%
- Value
- $328,280
- Shares
- 1,506
Held
- Ishares TRIAI
- Share
- 0.1%
- Value
- $325,054
- Shares
- 1,854
Held
- Agnico Eagle MinesAEM
- Share
- 0.1%
- Value
- $321,880
- Shares
- 2,075
-7%
- Select Sector Spdr TRXLE
- Share
- 0.1%
- Value
- $319,598
- Shares
- 6,018
-11%
- Vanguard World FDVGT
- Share
- 0.1%
- Value
- $315,341
- Shares
- 2,638
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| AppleAAPL | 14.3% | $37m | 127,167 | Held |
| J P Morgan Exchange Traded FJGRO | 6.4% | $16m | 166,483 | +4% |
| CaterpillarCAT | 5.1% | $13m | 12,273 | -4% |
| Fidelity Merrimack STR TRFBND | 4.6% | $12m | 260,923 | +4% |
| Amazon.comAMZN | 4.3% | $11m | 46,411 | +3% |
| NvidiaNVDA | 4.3% | $11m | 55,110 | Held |
| Pimco ETF TRMINT | 4.2% | $11m | 107,317 | +17% |
| J P Morgan Exchange Traded FJAVA | 3.6% | $9m | 116,560 | +4% |
| AlphabetGOOG | 3.3% | $8m | 23,985 | +2% |
| MicrosoftMSFT | 2.9% | $7m | 19,784 | -3% |
| Ishares TRIVW | 2.4% | $6m | 45,624 | Held |
| Spdr Gold TRGLD | 2.4% | $6m | 16,723 | +3% |
| Berkshire HathawayBRK-B | 2.2% | $6m | 11,332 | Held |
| Ishares TRIVE | 2.1% | $5m | 23,770 | +4% |
| JPMorgan ChaseJPM | 1.9% | $5m | 15,117 | +3% |
| State STR Spdr S&P 500 ETF TSPY | 1.9% | $5m | 6,546 | -8% |
| AlphabetGOOGL | 1.6% | $4m | 11,867 | Held |
| ShopifySHOP | 1.5% | $4m | 33,005 | +6% |
| AmgenAMGN | 1.3% | $3m | 9,427 | -4% |
| BlackstoneBX | 1.3% | $3m | 27,600 | Held |
| RenasantRNST | 1.2% | $3m | 72,412 | Held |
| AT&TT | 1.1% | $3m | 133,416 | Held |
| ExxonMobil HoldingsXOM | 1.1% | $3m | 19,868 | New |
| Eli LillyLLY | 0.9% | $2m | 1,988 | +22% |
| First TR Exchange-Traded FDRDVI | 0.9% | $2m | 79,451 | +12% |
| Vanguard Index FDSVOO | 0.9% | $2m | 3,356 | Held |
| WalmartWMT | 0.9% | $2m | 19,567 | -3% |
| RedditRDDT | 0.8% | $2m | 11,233 | +3% |
| Ishares TRSOXX | 0.8% | $2m | 3,041 | Held |
| First TR Exchange-Traded FDKNG | 0.7% | $2m | 33,697 | +11% |
| First TR Exchange-Traded FDFDN | 0.6% | $2m | 6,269 | Held |
| Advanced Micro DevicesAMD | 0.6% | $1m | 2,491 | -6% |
| Vanguard Scottsdale FDSVONG | 0.5% | $1m | 10,301 | Held |
| VisaV | 0.5% | $1m | 3,786 | +6% |
| Invesco QQQ TRQQQ | 0.5% | $1m | 1,611 | +7% |
| American ExpressAXP | 0.5% | $1m | 3,488 | Held |
| AbbVieABBV | 0.5% | $1m | 4,658 | -7% |
| Ishares TRITA | 0.4% | $1m | 4,700 | -58% |
| Palantir TechnologiesPLTR | 0.4% | $1m | 9,263 | -7% |
| Select Sector Spdr TRXLB | 0.4% | $989,673 | 19,470 | +26% |
| Murphy OilMUR | 0.4% | $989,645 | 30,394 | Held |
| BroadcomAVGO | 0.4% | $920,394 | 2,437 | +26% |
| MerckMRK | 0.4% | $917,819 | 7,143 | Held |
| Ishares Silver TRSLV | 0.3% | $832,795 | 15,575 | Held |
| J P Morgan Exchange Traded FJEPI | 0.3% | $756,537 | 13,395 | -6% |
| Ishares TRIVV | 0.3% | $739,070 | 987 | Held |
| Johnson & JohnsonJNJ | 0.3% | $731,535 | 2,880 | +4% |
| TeslaTSLA | 0.3% | $693,108 | 1,648 | +10% |
| UnitedHealth GroupUNH | 0.3% | $689,112 | 1,658 | -18% |
| Murphy USAMUSA | 0.3% | $666,976 | 1,238 | Held |
| Select Sector Spdr TRXLK | 0.3% | $663,205 | 3,481 | Held |
| Meta PlatformsMETA | 0.3% | $660,264 | 1,172 | +7% |
| Vanguard Scottsdale FDSVONV | 0.3% | $650,265 | 6,117 | Held |
| Union PacificUNP | 0.3% | $647,738 | 2,381 | -14% |
| Coca-ColaKO | 0.2% | $626,132 | 7,704 | Held |
| International Business MachinesIBM | 0.2% | $600,174 | 2,134 | +6% |
| Bank of AmericaBAC | 0.2% | $587,712 | 10,314 | +8% |
| GE VernovaGEV | 0.2% | $587,679 | 500 | +30% |
| SandiskSNDK | 0.2% | $582,075 | 256 | New |
| Western DigitalWDC | 0.2% | $576,125 | 902 | +6% |
| Home DepotHD | 0.2% | $564,376 | 1,600 | +6% |
| Lowe's CompaniesLOW | 0.2% | $555,414 | 2,519 | Held |
| Procter & GamblePG | 0.2% | $554,187 | 3,779 | +11% |
| Marathon PetroleumMPC | 0.2% | $546,622 | 2,138 | Held |
| Vanguard Index FDSVUG | 0.2% | $539,099 | 6,258 | +9% |
| RTXRTX | 0.2% | $523,542 | 2,759 | Held |
| Vanguard Index FDSVB | 0.2% | $521,973 | 1,722 | Held |
| J P Morgan Exchange Traded FJBND | 0.2% | $520,181 | 9,723 | Held |
| Leidos HoldingsLDOS | 0.2% | $499,526 | 4,851 | -9% |
| Ishares TRIYW | 0.2% | $492,297 | 1,952 | Held |
| HCA HealthcareHCA | 0.2% | $489,733 | 1,256 | +10% |
| Kraneshares TrustAGIX | 0.2% | $468,853 | 9,999 | +2% |
| Space Exploration TechnologiesSPCX | 0.2% | $459,443 | 2,689 | New |
| Vanguard World FDVHT | 0.2% | $450,805 | 1,508 | Held |
| Vaneck ETF TrustSMH | 0.2% | $445,154 | 679 | +17% |
| Southern CompanySO | 0.2% | $429,627 | 4,489 | -6% |
| TrustmarkTRMK | 0.2% | $421,676 | 9,165 | Held |
| Micron TechnologyMU | 0.2% | $421,316 | 365 | New |
| Sherwin-WilliamsSHW | 0.2% | $417,817 | 1,213 | -4% |
| Waste ManagementWM | 0.2% | $411,213 | 1,845 | Held |
| Spdr Series TrustSDY | 0.2% | $388,084 | 2,550 | Held |
| J P Morgan Exchange Traded FJTEK | 0.1% | $381,172 | 3,417 | New |
| CitigroupC | 0.1% | $380,212 | 2,717 | +4% |
| NextEra EnergyNEE | 0.1% | $377,854 | 4,305 | +26% |
| Baker HughesBKR | 0.1% | $373,667 | 6,733 | +2% |
| Series Portfolios TRCLOZ | 0.1% | $360,924 | 13,661 | New |
| Warner Bros. DiscoveryWBD | 0.1% | $359,084 | 13,469 | Held |
| Enterprise Products Partners L.P.EPD | 0.1% | $356,179 | 9,689 | +41% |
| CSXCSX | 0.1% | $353,339 | 7,434 | Held |
| J P Morgan Exchange Traded FJPIE | 0.1% | $352,936 | 7,664 | -3% |
| IntelINTC | 0.1% | $351,868 | 2,520 | New |
| Select Sector Spdr TRXLY | 0.1% | $349,220 | 2,978 | Held |
| ETF SER SolutionsUFOX | 0.1% | $345,710 | 3,638 | -3% |
| Vanguard Index FDSVTV | 0.1% | $328,280 | 1,506 | Held |
| Ishares TRIAI | 0.1% | $325,054 | 1,854 | Held |
| Agnico Eagle MinesAEM | 0.1% | $321,880 | 2,075 | -7% |
| Robinhood MarketsHOOD | 0.1% | $321,698 | 3,208 | +4% |
| Select Sector Spdr TRXLE | 0.1% | $319,598 | 6,018 | -11% |
| Moody'sMCO | 0.1% | $318,856 | 704 | +13% |
| Vanguard World FDVGT | 0.1% | $315,341 | 2,638 | Held |
Showing the largest 100 of 132.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 38.3% since 30 June 2025.
Where the money is
Technology25.7%
Financial services8.8%
Media & telecom7.3%
Industrials6.5%
Retail & consumer5.4%
Health care4.0%
Energy2.0%
Everyday goods1.3%
Utilities0.5%
Materials0.4%
Other38.2%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.