Resolute Wealth Strategies, LLC
134 holdingsFiling period: 2026-06-30Current AUM: $272.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc.com | 127.2K | $36.8M | $43.2M | 15.84% | -1,768 | 2026-06-30 |
| 2 | JGRO | JPMorgan Active Growth ETF | 166.5K | $16.4M | $15.6M | 5.74% | +5.7K | 2026-06-30 |
| 3 | CAT | Caterpillar Inc.com | 12.3K | $13.1M | $8.9M | 3.27% | -499 | 2026-06-30 |
| 4 | FBND | Fidelity Total Bond ETF | 260.9K | $11.9M | $11.4M | 4.19% | +9.4K | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc.com | 46.4K | $11.1M | $12.2M | 4.47% | +1.3K | 2026-06-30 |
| 6 | NVDA | NVIDIA Corporation.com | 55.1K | $11.0M | $11.9M | 4.38% | +644 | 2026-06-30 |
| 7 | MINT | PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 107.3K | $10.8M | $10.8M | 3.96% | +15.3K | 2026-06-30 |
| 8 | JAVA | JPMorgan Active Value ETF | 116.6K | $9.3M | $9.6M | 3.54% | +4.5K | 2026-06-30 |
| 9 | GOOG | Alphabet Inc Cap Stk CL C | 24.0K | $8.5M | $8.1M | 2.96% | +576 | 2026-06-30 |
| 10 | MSFT | Microsoft Corp.com | 19.8K | $7.4M | $10.5M | 3.86% | -714 | 2026-06-30 |
| 11 | IVW | iShares S&P 500 Growth ETF | 45.6K | $6.3M | $6.4M | 2.34% | +766 | 2026-06-30 |
| 12 | GLD | Spdr Gold Shares | 16.7K | $6.2M | $6.3M | 2.32% | +419 | 2026-06-30 |
| 13 | BRK-B | Berkshire Hathaway Inc Del CL B New | 11.3K | $5.7M | $5.7M | 2.08% | +217 | 2026-06-30 |
| 14 | IVE | iShares S&P 500 Value ETF | 23.8K | $5.4M | $5.6M | 2.07% | +955 | 2026-06-30 |
| 15 | JPM | JPMorgan Chase & Co.com | 15.1K | $4.9M | $5.1M | 1.86% | +507 | 2026-06-30 |
| 16 | SPY | State Street Spdr S&P 500 ETF | 6.5K | $4.9M | $5.0M | 1.85% | -593 | 2026-06-30 |
| 17 | GOOGL | Alphabet Inc Cap Stk CL A | 11.9K | $4.2M | $4.0M | 1.48% | +42 | 2026-06-30 |
| 18 | SHOP | Shopify Inc CL A Sub Vtg Shs | 33.0K | $3.8M | $5.7M | 2.10% | +1.8K | 2026-06-30 |
| 19 | AMGN | Amgen Inc.com | 9.4K | $3.4M | $4.1M | 1.52% | -369 | 2026-06-30 |
| 20 | BX | Blackstone Inc.com | 27.6K | $3.2M | $3.0M | 1.12% | +343 | 2026-06-30 |
| 21 | RNST | Renasant Corp.com | 72.4K | $3.1M | $2.9M | 1.07% | +264 | 2026-06-30 |
| 22 | T | AT&T Inc.com | 133.4K | $2.8M | $3.1M | 1.15% | +27 | 2026-06-30 |
| 23 | XOM | Exxonmobil Holdings Corp.com Shs | 19.9K | $2.7M | $3.5M | 1.30% | -- | 2026-06-30 |
| 24 | XOM | Exxonmobil Holdings Corp.com Shs | 19.9K | $2.7M | $3.5M | 1.30% | -- | 2026-06-30 |
| 25 | LLY | Eli Lilly & Co.com | 2.0K | $2.4M | $2.6M | 0.94% | +352 | 2026-06-30 |
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