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 $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.37B
$6.31 Billion 3.28% of portfolio
215,385
Q3 2024 Added 3.31%
$4.44B
$962 Million 0.5% of portfolio
28,508
Q3 2024 Added 0.72%
$4.67B
$517 Million 0.27% of portfolio
6,432
Q3 2024 Added 0.31%
$7.02B
$373 Million 0.19% of portfolio
1,996
Q4 2023 Added 0.2%
$2.19B
$291 Million 0.15% of portfolio
9,130
Q3 2024 Reduced 5.21%
$3.11B
$293 Million 0.15% of portfolio
10,070
Q3 2024 Added 0.91%
$6.47B
$211 Million 0.11% of portfolio
5,034
Q1 2024 New

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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