Resolute Wealth Strategies, LLC Portfolio Holdings

Resolute Wealth Strategies, LLC

  • $174 Billion
  • Q2 2024

Resolute Wealth Strategies, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $174 Billion distributed in 95 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28.8B, Fidelity Merrimack Str Tr Tota with a value of $12B, Nvidia Corp with a value of $9.42B, Amazon Com Inc with a value of $8.68B, and Ishares S&P 500 Growth ETF with a value of $8.08B.

Examining the 13F form we can see an increase of $8.47B in the current position value, from $165B to 174B.

Resolute Wealth Strategies, LLC is based out at Jackson, MS

Below you can find more details about Resolute Wealth Strategies, LLC portfolio as well as his latest detailed transactions.

Portfolio value $174 Billion
Technology: $52.5 Billion
ETFs: $49.2 Billion
Financial Services: $23.9 Billion
Consumer Cyclical: $11.9 Billion
Communication Services: $9.45 Billion
Healthcare: $7.86 Billion
Industrials: $6.46 Billion
Energy: $4.96 Billion
Other: $3.04 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.91B
$2.34 Billion 1.35% of portfolio
76,478
Q2 2024 Added 0.98%
$1.55B
$1.21 Billion 0.7% of portfolio
19,250
Q2 2024 Added 4,900.0%
$847M
$6.87 Million 0.0% of portfolio
16,750
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 95
  • Current Value $174 Billion
  • Prior Value $165 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 13, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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