Resolute Wealth Strategies, LLC Portfolio Holdings

Resolute Wealth Strategies, LLC

  • $192 Billion
  • Q3 2024

Resolute Wealth Strategies, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $192 Billion distributed in 99 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $31.3B, Fidelity Merrimack Str Tr Tota with a value of $20.1B, Nvidia Corp with a value of $9.55B, Amazon Com Inc with a value of $8.36B, and Ishares S&P 500 Growth ETF with a value of $8.25B.

Examining the 13F form we can see an increase of $19B in the current position value, from $174B to 192B.

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 $192 Billion
ETFs: $60.5 Billion
Technology: $55.6 Billion
Financial Services: $25.8 Billion
Consumer Cyclical: $11.8 Billion
Communication Services: $8.95 Billion
Healthcare: $8.37 Billion
Industrials: $6.89 Billion
Energy: $5 Billion
Other: $3.69 Billion

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.98B
$2.49 Billion 1.29% of portfolio
76,528
Q3 2024 Added 0.07%
$1.72B
$1.11 Billion 0.58% of portfolio
19,250
Q2 2024 Added 4,900.0%

Summary

  • Portfolio
  • No. of Stocks 99
  • Current Value $192 Billion
  • Prior Value $174 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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