Resolute Wealth Strategies, LLC

CIK

1973981

Location

JACKSON, MS

Portfolio Value

Small $147,369,414

Diversification

Diversified

Filing Date

Global Rank

#4,543 / 8,232 ▲ 258

Top Industry

Consumer Electronics 24.5%

3Y Alpha vs SPY

+0.2%

Period ended 2 months ago

Filed May 7, 2026 · 38d

13 quarters · since Mar 2023

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+77.3%

SPY

+76.3%

Annualised alpha

+0.2%

Max drawdown

−22.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

77 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

22.2%

−1.2 pts

Top 5

46.3%

−0.3 pts

Top 10

63.4%

−0.2 pts

HHI

744

Diversified−46

Portfolio Trend

13 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	39.3%	$57,880,534	11
Financial Services	13.8%	$20,380,334	15
Unclassified	9.2%	$13,592,304	4
Consumer Cyclical	8.1%	$11,954,882	6
Industrials	8.0%	$11,738,591	8
Communication Services	6.6%	$9,719,567	5
Healthcare	6.5%	$9,512,220	11
Energy	4.3%	$6,390,131	8
Consumer Defensive	2.4%	$3,574,505	3
Basic Materials	1.0%	$1,472,827	3
Utilities	0.5%	$780,748	2
Real Estate	0.3%	$372,771	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
MSFT	Microsoft Corp	+9,528	20,498	$7,587,744
WBD	Warner Bros. Discovery, Inc.	+6,200	13,277	$364,586
AAPL	Apple Inc.	+2,131	128,935	$32,722,413
NVDA	Nvidia Corp	+1,832	54,466	$9,498,870
T	At&T Inc.	+1,541	133,389	$3,866,947
KO	Coca Cola Co	+1,393	7,704	$585,889
JPM	Jpmorgan Chase & Co	+996	14,610	$4,297,677
CSX	Csx Corp	+970	7,425	$304,796
NEE	Nextera Energy Inc	+837	3,421	$317,742
DNP	Dnp Select Income Fund Inc	+777	41,967	$432,260
SHOP	Shopify Inc.	+640	31,220	$3,703,316
RNST	Renasant Corp	+609	72,148	$2,606,707
AVGO	Broadcom Inc.	+454	1,937	$599,520
V	Visa Inc.	+432	3,568	$1,078,392
AXP	American Express Co	+432	3,556	$1,075,618
ABT	Abbott Laboratories	+382	2,145	$220,227
IBM	International Business Machines Corp	+364	2,008	$486,719
BXSL	Blackstone Secured Lending Fund	+350	13,582	$321,757
RTX	RTX Corp	+272	2,782	$536,647
GOOGL	Alphabet Inc.	+227	11,825	$3,400,397
MCD	Mcdonalds Corp	+226	933	$289,967
ANET	Arista Networks, Inc.	+206	1,886	$231,563
BKR	Baker Hughes Co	+172	6,597	$402,746
WMT	Walmart Inc.	+160	20,075	$2,494,921
JNJ	Johnson & Johnson	+159	2,778	$679,054
No positions match the current search.

Trimmed

Positions the filer reduced

16 positions

Ticker	Company	Δ Shares	Shares	Value
SLV	iShares Silver Trust	−10,698	15,585	$1,061,961
GFI	Gold Fields Ltd	−8,206	13,501	$612,945
AEM	Agnico Eagle Mines Ltd	−1,325	2,237	$454,066
AMZN	Amazon Com Inc	−661	45,155	$9,404,431
PLTR	Palantir Technologies Inc.	−461	9,950	$1,455,486
GLD	Spdr Gold Trust	−341	16,304	$7,015,448
UNH	Unitedhealth Group Inc	−314	2,032	$549,838
CCJ	Cameco Corp	−100	2,168	$235,466
AMD	Advanced Micro Devices Inc	−100	2,659	$540,920
BRK-B	Berkshire Hathaway Inc	−74	11,115	$5,326,308
HCA	HCA Healthcare, Inc.	−56	1,140	$539,493
PG	PROCTER & GAMBLE Co	−55	3,418	$493,695
XOM	Exxon Mobil Corp	−54	19,364	$3,285,296
CAT	Caterpillar Inc	−51	12,772	$9,048,451
TSLA	Tesla, Inc.	−40	1,504	$559,112
RDDT	Reddit, Inc.	−23	10,860	$1,462,299
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
GEV	GE Vernova Inc.	386	$336,939
PSX	Phillips 66	1,287	$234,465
WDC	Western Digital Corp	847	$229,105
PFE	Pfizer Inc	7,806	$219,192
TXT	Textron Inc	2,447	$214,259
CVX	Chevron Corp	1,022	$211,451
BMY	Bristol Myers Squibb Co	3,416	$207,180
BNY	Bank of New York Mellon Corp	1,746	$207,127
LMT	Lockheed Martin Corp	336	$203,075
AZN	Astrazeneca PLC	1,024	$201,953
No positions match the current search.

Sold Out

Positions the filer fully exited

5 positions

Ticker	Company	Shares	Value
ISRG	Intuitive Surgical Inc	461	$261,091
CMG	Chipotle Mexican Grill Inc	6,044	$223,628
DG	Dollar General Corp	1,511	$200,615
SBSW	Sibanye Stillwater Ltd	11,200	$159,600
BTG	B2gold Corp	22,676	$102,268
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 positions · $147,369,414 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	128,935	+2,131	$32,722,413	−5.1%	22.20%
NVDA	Nvidia Corp Technology	Added	54,466	+1,832	$9,498,870	−3.2%	6.45%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	45,155	-661	$9,404,431	−11.1%	6.38%
CAT	Caterpillar Inc Industrials	Reduced	12,772	-51	$9,048,451	+23.2%	6.14%
MSFT	Microsoft Corp Technology	Added	20,498	+9,528	$7,587,744	+43.0%	5.15%
GLD	Spdr Gold Trust	Reduced	16,304	-341	$7,015,448	+6.3%	4.76%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	11,115	-74	$5,326,308	−5.3%	3.61%
SPY	Spdr S&P 500 ETF Trust	Added	7,139	+122	$4,642,777	−3.0%	3.15%
JPM	Jpmorgan Chase & Co Financial Services	Added	14,610	+996	$4,297,677	−2.0%	2.92%
T	At&T Inc. Communication Services	Added	133,389	+1,541	$3,866,947	+18.1%	2.62%
SHOP	Shopify Inc. Technology	Added	31,220	+640	$3,703,316	−24.8%	2.51%
AMGN	Amgen Inc Healthcare	Added	9,796	+10	$3,446,722	+7.6%	2.34%
GOOGL	Alphabet Inc. Communication Services	Added	11,825	+227	$3,400,397	−6.3%	2.31%
XOM	Exxon Mobil Corp Energy	Reduced	19,364	-54	$3,285,296	+40.6%	2.23%
BX	Blackstone Inc. Financial Services	Added	27,257	+12	$3,134,282	−25.4%	2.13%
RNST	Renasant Corp Financial Services	Added	72,148	+609	$2,606,707	+3.5%	1.77%
WMT	Walmart Inc. Consumer Defensive	Added	20,075	+160	$2,494,921	+12.4%	1.69%
LLY	ELI LILLY & Co Healthcare	Added	1,636	+40	$1,504,743	−12.3%	1.02%
RDDT	Reddit, Inc. Communication Services	Reduced	10,860	-23	$1,462,299	−41.5%	0.99%
PLTR	Palantir Technologies Inc. Technology	Reduced	9,950	-461	$1,455,486	−21.3%	0.99%
MUR	Murphy Oil Corp Energy	Added	30,131	+55	$1,242,903	+32.2%	0.84%
ABBV	AbbVie Inc. Healthcare	Added	5,025	+72	$1,092,887	−3.4%	0.74%
V	Visa Inc. Financial Services	Added	3,568	+432	$1,078,392	−1.9%	0.73%
AXP	American Express Co Financial Services	Added	3,556	+432	$1,075,618	−6.9%	0.73%
SLV	iShares Silver Trust	Reduced	15,585	-10,698	$1,061,961	−37.3%	0.72%
QQQ	Invesco Qqq Trust, Series 1	Added	1,511	+148	$872,118	+4.2%	0.59%
MRK	Merck & Co., Inc. Healthcare	Added	7,074	+29	$850,931	+14.7%	0.58%
LDOS	Leidos Holdings, Inc. Technology	Added	5,304	+153	$824,878	−11.2%	0.56%
JNJ	Johnson & Johnson Healthcare	Added	2,778	+159	$679,054	+25.3%	0.46%
UNP	Union Pacific Corp Industrials	Added	2,771	+153	$672,300	+11.0%	0.46%
META	Meta Platforms, Inc. Communication Services	Added	1,093	+51	$625,338	−9.1%	0.42%
GFI	Gold Fields Ltd Basic Materials	Reduced	13,501	-8,206	$612,945	−35.3%	0.42%
MUSA	Murphy USA Inc. Consumer Cyclical	Added	1,236	+2	$610,546	+22.6%	0.41%
AVGO	Broadcom Inc. Technology	Added	1,937	+454	$599,520	+16.8%	0.41%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,519	+109	$595,189	+2.4%	0.40%
KO	Coca Cola Co Consumer Defensive	Added	7,704	+1,393	$585,889	+32.8%	0.40%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,504	-40	$559,112	−19.5%	0.38%
UNH	Unitedhealth Group Inc Healthcare	Reduced	2,032	-314	$549,838	−29.0%	0.37%
AMD	Advanced Micro Devices Inc Technology	Reduced	2,659	-100	$540,920	−8.5%	0.37%
HCA	HCA Healthcare, Inc. Healthcare	Reduced	1,140	-56	$539,493	−3.4%	0.37%
RTX	RTX Corp Industrials	Added	2,782	+272	$536,647	+16.6%	0.36%
MPC	Marathon Petroleum Corp Energy	Held	2,124	0	$518,638	+50.1%	0.35%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,507	+120	$495,637	+3.8%	0.34%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	3,418	-55	$493,695	−0.8%	0.34%
IBM	International Business Machines Corp Technology	Added	2,008	+364	$486,719	−0.1%	0.33%
BAC	Bank Of America Corp /De/ Financial Services	Added	9,548	+86	$465,465	−10.6%	0.32%
SO	Southern Co Utilities	Added	4,797	+41	$463,006	+11.6%	0.31%
AEM	Agnico Eagle Mines Ltd Basic Materials	Reduced	2,237	-1,325	$454,066	−24.8%	0.31%
DNP	Dnp Select Income Fund Inc Financial Services	Added	41,967	+777	$432,260	+5.0%	0.29%
WM	Waste Management Inc Industrials	Added	1,837	+21	$422,124	+5.8%	0.29%