Resolute Wealth Strategies, LLC Reduced Holdings in Q4 2024

Resolute Wealth Strategies, LLC

  • $194 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-197K
- 45.86%
$44.87 - $46.86 $8.86M - $9.25M
233K $10.5B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-18.5K
- 47.84%
$172.07 - $207.36 $3.19M - $3.84M
20.2K $3.99B
GLD
Spdr Gold Trust

ETFs
-11.2K
- 48.71%
$236.59 - $257.5 $2.65M - $2.88M
11.8K $2.85B
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-9.9K
- 51.43%
$55.73 - $66.16 $552K - $655K
9.35K $564M
XOM
Exxon Mobil Corp

Energy
-2.07K
- 8.86%
$105.51 - $125.37 $218K - $259K
21.2K $2.28B
CAT
Caterpillar Inc

Industrials
-48
- 0.35%
$360.37 - $416.88 $17.3K - $20K
13.5K $4.9B
IVE
Ishares S&P 500 Value ETF

ETFs
-768
- 3.15%
$189.5 - $206.17 $146K - $158K
23.6K $4.5B
UNH
Unitedhealth Group Inc

Healthcare
-44
- 2.43%
$485.52 - $625.25 $21.4K - $27.5K
1.77K $895M
SFBS
Servis First Bancshares, Inc.

Financial Services
-2.19K
- 34.06%
$77.34 - $99.0 $169K - $217K
4.24K $359M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-1.9K
- 9.83%
$57.53 - $60.83 $109K - $115K
17.4K $1B
HCA
Hca Healthcare, Inc.

Healthcare
-23
- 1.89%
$297.52 - $415.61 $6.84K - $9.56K
1.2K $359M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-40
- 0.34%
$442.29 - $483.08 $17.7K - $19.3K
11.6K $5.25B
XLV
Select Sector Spdr Fund Health

ETFs
-338
- 11.81%
$136.28 - $154.74 $46.1K - $52.3K
2.52K $347M
VHT
Vanguard Health Care ETF

ETFs
-97
- 4.31%
$250.81 - $283.3 $24.3K - $27.5K
2.16K $547M
MPC
Marathon Petroleum Corp

Energy
-170
- 7.17%
$131.65 - $174.84 $22.4K - $29.7K
2.2K $307M
SOXX
Ishares Semiconductor ETF

ETFs
-47
- 1.24%
$211.27 - $239.8 $9.93K - $11.3K
3.73K $804M
JNJ
Johnson & Johnson

Healthcare
-191
- 9.08%
$143.34 - $165.86 $27.4K - $31.7K
1.91K $277M
SHW
Sherwin Williams CO

Basic Materials
-25
- 2.02%
$338.75 - $399.71 $8.47K - $9.99K
1.21K $412M
CVX
Chevron Corp

Energy
-301
- 9.32%
$141.15 - $162.53 $42.5K - $48.9K
2.93K $424M
DVY
Ishares Tr

ETFs
-12
- 0.2%
$129.55 - $143.41 $1.55K - $1.72K
6.12K $804M
FBT
First Trust Nyse Arca Biotechn

ETFs
-18
- 1.34%
$161.65 - $178.69 $2.91K - $3.22K
1.33K $221M
IAI
Ishares Tr Us Broker Dealers &

ETFs
-215
- 8.57%
$127.59 - $153.41 $27.4K - $33K
2.3K $331M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-247
- 4.86%
N/A
4.84K $231M
VGT
Vanguard Information Technolog

ETFs
-10
- 2.01%
$571.78 - $647.97 $5.72K - $6.48K
487 $303M
VONG
Vanguard Russell 1000 Growth E

ETFs
-43
- 0.56%
$95.27 - $107.82 $4.1K - $4.64K
7.61K $786M
V
Visa Inc.

Financial Services
-159
- 4.7%
$273.87 - $320.91 $43.5K - $51K
3.22K $1.02B
SPY
Spdr S&P 500 ETF Trust

ETFs
-2
- 0.03%
$567.81 - $607.81 $1.14K - $1.22K
7.35K $4.31B
JPM
Jpmorgan Chase & CO

Financial Services
-1.35K
- 9.41%
$205.18 - $250.29 $277K - $337K
13K $3.11B
FDN
First Tr Fd Dow Jones

ETFs
-456
- 5.65%
$210.5 - $257.24 $96K - $117K
7.61K $1.85B
NVDA
Nvidia Corp

Technology
-6.2K
- 7.89%
$117.0 - $148.88 $726K - $923K
72.4K $9.72B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.49K
- 1.73%
$94.43 - $105.47 $141K - $157K
84.6K $8.59B
AMZN
Amazon Com Inc

Consumer Cyclical
-419
- 0.93%
$180.88 - $232.93 $75.8K - $97.6K
44.5K $9.76B
AAPL
Apple Inc.

Technology
-1.92K
- 1.43%
$221.69 - $259.02 $425K - $496K
132K $33.1B
Activity Summary
Buys All Purchases 49 New Holdings 4 Increased Positions 45 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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