Resolute Wealth Strategies, LLC
CIK: 0001973981SEC EDGAR →
Portfolio Value
$228.1M
Holdings
109
As of
Q4 2025
New Positions
7
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC COM | 126,804 | $34.5M | 15.11% |
| 2 | JPMORGAN ACTIVE GROWTH ETF | 152,211 | $14.1M | 6.19% |
| 3 | FIDELITY TOTAL BOND ETF | 249,896 | $11.5M | 5.04% |
| 4 | AMAZON COM INC COM | 45,816 | $10.6M | 4.64% |
| 5 | NVIDIA CORPORATION COM | 52,634 | $9.8M | 4.30% |
| 6 | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 82,885 | $8.3M | 3.65% |
| 7 | JPMORGAN ACTIVE VALUE ETF | 106,360 | $7.6M | 3.34% |
| 8 | CATERPILLAR INC COM | 12,823 | $7.3M | 3.22% |
| 9 | ALPHABET INC CAP STK CL C | 23,216 | $7.3M | 3.19% |
| 10 | SPDR GOLD SHARES | 16,645 | $6.6M | 2.89% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 48 | $90.9M | 39.9% |
| Technology | 12 | $60.9M | 26.7% |
| Communication Services | 7 | $17.8M | 7.8% |
| Unknown | 6 | $17.4M | 7.6% |
| Consumer Cyclical | 7 | $13.3M | 5.8% |
| Healthcare | 9 | $9.1M | 4.0% |
| Industrials | 5 | $9.0M | 4.0% |
| Energy | 5 | $4.1M | 1.8% |
| Consumer Defensive | 4 | $3.4M | 1.5% |
| Basic Materials | 3 | $1.2M | 0.5% |
| Utilities | 2 | $621K | 0.3% |
| Real Estate | 1 | $355K | 0.2% |