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☆Resolute Wealth Strategies, LLC

CIK 0001973981 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.414
AUM ($M)
258
Positions
132
Turnover
0.09
Top-10 wt
53%
Herfindahl
0.043
History (qtrs)
6
Excess Return
—

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Quarter
Activity this period
Security type

Holdings · 141 positions · portfolio value $258M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆AAPL funds › APPLE INC COM TRIM — 14.3% +0.1% 36.8 127,167 -1,768 5 —
☆JGRO funds › JPMORGAN ACTIVE GROWTH ETF ADD — 6.4% +0.5% 16.4 166,483 +5,694 5 —
☆CAT funds › CATERPILLAR INC COM TRIM — 5.1% +1.2% 13.1 12,273 -499 5 —
☆FBND funds › FIDELITY TOTAL BOND ETF ADD — 4.6% -0.4% 11.9 260,923 +9,379 5 —
☆AMZN funds › AMAZON COM INC COM ADD — 4.3% +0.2% 11.1 46,411 +1,256 5 —
☆NVDA funds › NVIDIA CORPORATION COM ADD — 4.3% +0.2% 11.0 55,110 +644 5 —
☆MINT funds › PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND ADD — 4.2% +0.2% 10.8 107,317 +15,274 5 —
☆JAVA funds › JPMORGAN ACTIVE VALUE ETF ADD — 3.6% +0.1% 9.3 116,560 +4,454 5 —
☆GOOG funds › ALPHABET INC CAP STK CL C ADD — 3.3% +0.4% 8.5 23,985 +576 5 —
☆MSFT funds › MICROSOFT CORP COM TRIM — 2.9% -0.4% 7.4 19,784 -714 5 —
☆IVW funds › ISHARES S&P 500 GROWTH ETF ADD — 2.4% +0.2% 6.3 45,624 +766 5 —
☆GLD funds › SPDR GOLD SHARES ADD — 2.4% -0.6% 6.2 16,723 +419 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL CL B NEW ADD — 2.2% -0.1% 5.7 11,332 +217 5 —
☆IVE funds › ISHARES S&P 500 VALUE ETF ADD — 2.1% +0.0% 5.4 23,770 +955 5 —
☆JPM funds › JPMORGAN CHASE & CO COM ADD — 1.9% +0.1% 4.9 15,117 +507 5 —
☆SPY funds › STATE STREET SPDR S&P 500 ETF TRIM — 1.9% -0.1% 4.9 6,546 -593 5 —
☆GOOGL funds › ALPHABET INC CAP STK CL A ADD — 1.6% +0.2% 4.2 11,867 +42 5 —
☆SHOP funds › SHOPIFY INC CL A SUB VTG SHS ADD — 1.5% -0.1% 3.8 33,005 +1,785 5 —
☆AMGN funds › AMGEN INC COM TRIM — 1.3% -0.2% 3.4 9,427 -369 5 —
☆BX funds › BLACKSTONE INC COM ADD — 1.3% -0.1% 3.2 27,600 +343 5 —
☆RNST funds › RENASANT CORP COM ADD — 1.2% +0.1% 3.1 72,412 +264 5 —
☆T funds › AT&T INC COM ADD — 1.1% -0.6% 2.8 133,416 +27 5 —
☆XOM funds › EXXONMOBIL HOLDINGS CORP COM SHS NEW — 1.1% +1.1% 2.7 19,868 +19,868 1 —
☆LLY funds › ELI LILLY & CO COM ADD — 0.9% +0.3% 2.4 1,988 +352 5 —
☆RDVI funds › FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF ADD — 0.9% +0.1% 2.3 79,451 +8,328 5 —
☆VOO funds › VANGUARD S&P 500 ETF ADD — 0.9% +0.0% 2.3 3,356 +9 5 —
☆WMT funds › WALMART INC COM TRIM — 0.9% -0.2% 2.2 19,567 -508 5 —
☆RDDT funds › REDDIT INC CL A ADD — 0.8% +0.1% 1.9 11,233 +373 5 —
☆SOXX funds › ISHARES TR ISHARES SEMICDTR ADD — 0.8% +0.3% 1.9 3,041 +2 5 —
☆KNG funds › FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF ADD — 0.7% +0.0% 1.7 33,697 +3,343 5 —
☆FDN funds › FIRST TRUST DOW JONES INTERNET INDEX FUND TRIM — 0.6% +0.0% 1.7 6,269 -35 5 —
☆AMD funds › ADVANCED MICRO DEVICES INC COM TRIM — 0.6% +0.3% 1.4 2,491 -168 5 —
☆VONG funds › VANGUARD RUSSELL 1000 GROWTH ETF TRIM — 0.5% +0.0% 1.3 10,301 -18 5 —
☆V funds › VISA INC COM CL A ADD — 0.5% +0.0% 1.3 3,786 +218 5 —
☆QQQ funds › INVESCO QQQ TRUST SERIES I ADD — 0.5% +0.1% 1.2 1,611 +100 5 —
☆AXP funds › AMERICAN EXPRESS CO COM TRIM — 0.5% -0.0% 1.2 3,488 -68 5 —
☆ABBV funds › ABBVIE INC COM TRIM — 0.5% -0.0% 1.2 4,658 -367 5 —
☆ITA funds › ISHARES U.S. AEROSPACE & DEFENSE ETF TRIM — 0.4% -0.6% 1.1 4,700 -6,420 2 —
☆PLTR funds › PALANTIR TECHNOLOGIES INC CL A TRIM — 0.4% -0.2% 1.1 9,263 -687 5 —
☆XLB funds › STATE STREET MATERIALS SELECT SECTOR SPDR ETF ADD — 0.4% +0.0% 1.0 19,470 +3,964 2 —
☆MUR funds › MURPHY OIL CORP COM ADD — 0.4% -0.2% 1.0 30,394 +263 5 —
☆AVGO funds › BROADCOM INC COM ADD — 0.4% +0.1% 0.9 2,437 +500 5 —
☆MRK funds › MERCK & CO INC COM ADD — 0.4% -0.0% 0.9 7,143 +69 5 —
☆SLV funds › ISHARES SILVER TRUST TRIM — 0.3% -0.1% 0.8 15,575 -10 5 —
☆JEPI funds › JPMORGAN EQUITY PREMIUM INCOME ETF TRIM — 0.3% -0.1% 0.8 13,395 -795 5 —
☆IVV funds › ISHARES CORE S&P 500 ETF ADD — 0.3% +0.0% 0.7 987 +1 5 —
☆JNJ funds › JOHNSON & JOHNSON COM ADD — 0.3% -0.0% 0.7 2,880 +102 5 —
☆TSLA funds › TESLA INC COM ADD — 0.3% +0.0% 0.7 1,648 +144 5 —
☆UNH funds › UNITEDHEALTH GROUP INC COM TRIM — 0.3% +0.0% 0.7 1,658 -374 5 —
☆MUSA funds › MURPHY USA INC COM ADD — 0.3% -0.0% 0.7 1,238 +2 5 —
☆XLK funds › STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF TRIM — 0.3% +0.1% 0.7 3,481 -47 4 —
☆META funds › META PLATFORMS INC CL A ADD — 0.3% -0.0% 0.7 1,172 +79 5 —
☆VONV funds › VANGUARD RUSSELL 1000 VALUE ETF ADD — 0.3% +0.0% 0.7 6,117 +18 5 —
☆UNP funds › UNION PAC CORP COM TRIM — 0.3% -0.0% 0.6 2,381 -390 5 —
☆KO funds › COCA COLA CO COM HOLD — 0.2% -0.0% 0.6 7,704 +0 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS COM ADD — 0.2% +0.0% 0.6 2,134 +126 5 —
☆BAC funds › BANK OF AMER CORP COM ADD — 0.2% +0.0% 0.6 10,314 +766 5 —
☆GEV funds › GE VERNOVA INC COM ADD — 0.2% +0.1% 0.6 500 +114 2 —
☆SNDK funds › SANDISK CORP COM NEW — 0.2% +0.2% 0.6 256 +256 1 —
☆WDC funds › WESTERN DIGITAL CORP COM ADD — 0.2% +0.1% 0.6 902 +55 2 —
☆HD funds › HOME DEPOT INC COM ADD — 0.2% +0.0% 0.6 1,600 +93 5 —
☆LOW funds › LOWES COS INC COM HOLD — 0.2% -0.0% 0.6 2,519 +0 5 —
☆PG funds › PROCTER & GAMBLE CO COM ADD — 0.2% +0.0% 0.6 3,779 +361 5 —
☆MPC funds › MARATHON PETE CORP COM ADD — 0.2% -0.0% 0.5 2,138 +14 5 —
☆VUG funds › VANGUARD MORNINGSTAR GROWTH ETF ADD — 0.2% +0.0% 0.5 6,258 +5,299 5 —
☆RTX funds › RTX CORPORATION COM TRIM — 0.2% -0.0% 0.5 2,759 -23 5 —
☆VB funds › VANGUARD MORNINGSTAR SMALL-CAP ETF HOLD — 0.2% +0.0% 0.5 1,722 +0 5 —
☆JBND funds › JPMORGAN ACTIVE BOND ETF HOLD — 0.2% -0.0% 0.5 9,723 +0 5 —
☆LDOS funds › LEIDOS HOLDINGS INC COM TRIM — 0.2% -0.2% 0.5 4,851 -453 5 —
☆IYW funds › ISHARES U.S. TECHNOLOGY ETF HOLD — 0.2% +0.0% 0.5 1,952 +0 5 —
☆HCA funds › HCA HEALTHCARE INC COM ADD — 0.2% -0.0% 0.5 1,256 +116 5 —
☆AGIX funds › KRANESHARES PUBLIC-PRIVATE AI & TECHNOLOGY ETF ADD — 0.2% +0.0% 0.5 9,999 +200 3 —
☆SPCX funds › SPACE EXPLORATION TECHN CORP CLASS A COM STK NEW — 0.2% +0.2% 0.5 2,689 +2,689 1 —
☆VHT funds › VANGUARD HEALTH CARE ETF ADD — 0.2% -0.0% 0.5 1,508 +4 5 —
☆SMH funds › VANECK SEMICONDUCTOR ETF ADD — 0.2% +0.1% 0.4 679 +100 3 —
☆SO funds › SOUTHERN CO COM TRIM — 0.2% -0.0% 0.4 4,489 -308 5 —
☆TRMK funds › TRUSTMARK CORP COM ADD — 0.2% -0.0% 0.4 9,165 +40 5 —
☆MU funds › MICRON TECHNOLOGY INC COM NEW — 0.2% +0.2% 0.4 365 +365 1 —
☆SHW funds › SHERWIN WILLIAMS CO COM TRIM — 0.2% -0.0% 0.4 1,213 -53 5 —
☆WM funds › WASTE MGMT INC DEL COM ADD — 0.2% -0.0% 0.4 1,845 +8 5 —
☆SDY funds › STATE STREET SPDR S&P DIVIDEND ETF ADD — 0.2% -0.0% 0.4 2,550 +7 5 —
☆JTEK funds › JPMORGAN U.S. TECH LEADERS ETF NEW — 0.1% +0.1% 0.4 3,417 +3,417 1 —
☆C funds › CITIGROUP INC COM NEW ADD — 0.1% +0.0% 0.4 2,717 +112 4 —
☆NEE funds › NEXTERA ENERGY INC COM ADD — 0.1% +0.0% 0.4 4,305 +884 4 —
☆BKR funds › BAKER HUGHES COMPANY CL A ADD — 0.1% -0.0% 0.4 6,733 +136 4 —
☆CLOZ funds › ELDRIDGE BBB-B CLO ETF NEW — 0.1% +0.1% 0.4 13,661 +13,661 1 —
☆WBD funds › WARNER BROS DISCOVERY INC COM SER A ADD — 0.1% -0.0% 0.4 13,469 +192 3 —
☆EPD funds › ENTERPRISE PRODS PARTNERS L P COM ADD — 0.1% +0.0% 0.4 9,689 +2,840 5 —
☆CSX funds › CSX CORP COM ADD — 0.1% +0.0% 0.4 7,434 +9 5 —
☆JPIE funds › JPMORGAN INCOME ETF TRIM — 0.1% -0.0% 0.4 7,664 -215 5 —
☆INTC funds › INTEL CORP COM NEW — 0.1% +0.1% 0.4 2,520 +2,520 1 —
☆XLY funds › STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF ADD — 0.1% -0.0% 0.3 2,978 +6 5 —
☆UFOX funds › DEFIANCE SPACE AND CONNECTIVE TECH ETF TRIM — 0.1% +0.0% 0.3 3,638 -98 5 —
☆VTV funds › VANGUARD MORNINGSTAR VALUE ETF ADD — 0.1% +0.0% 0.3 1,506 +4 3 —
☆IAI funds › ISHARES U.S. BROKER-DEALERS & SECURITIES EXCHANGES ETF ADD — 0.1% -0.0% 0.3 1,854 +5 5 —
☆AEM funds › AGNICO EAGLE MINES LTD COM TRIM — 0.1% -0.1% 0.3 2,075 -162 5 —
☆HOOD funds › ROBINHOOD MKTS INC COM CL A ADD — 0.1% +0.0% 0.3 3,208 +128 5 —
☆XLE funds › STATE STREET ENERGY SELECT SECTOR SPDR ETF TRIM — 0.1% -0.1% 0.3 6,018 -768 5 —
☆MCO funds › MOODYS CORP COM ADD — 0.1% +0.0% 0.3 704 +81 5 —
☆VGT funds › VANGUARD INFORMATION TECHNOLOGY ETF ADD — 0.1% +0.0% 0.3 2,638 +2,308 5 —
☆VRT funds › VERTIV HOLDINGS CO COM CL A NEW — 0.1% +0.1% 0.3 919 +919 1 —
☆UCB funds › UNITED CMNTY BKS BLAIRSVLE GA COM ADD — 0.1% +0.0% 0.3 8,627 +67 5 —
☆VIG funds › VANGUARD DIVIDEND APPRECIATION ETF ADD — 0.1% -0.0% 0.3 1,227 +5 5 —
☆IJR funds › ISHARES CORE S&P SMALL CAP ETF ADD — 0.1% +0.0% 0.3 1,854 +2 2 —
☆APP funds › APPLOVIN CORP COM CL A NEW — 0.1% +0.1% 0.3 524 +524 1 —
☆AIQ funds › GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF NEW — 0.1% +0.1% 0.3 4,052 +4,052 1 —
☆BNY funds › BANK OF NY MELLON CORP COM ADD — 0.1% +0.0% 0.3 1,787 +41 2 —
☆MCD funds › MCDONALDS CORP COM ADD — 0.1% -0.0% 0.3 937 +4 5 —
☆TXN funds › TEXAS INSTRS INC COM NEW — 0.1% +0.1% 0.2 832 +832 1 —
☆PSX funds › PHILLIPS 66 COM ADD — 0.1% -0.0% 0.2 1,396 +109 2 —
☆KKR funds › KKR & CO INC COM NEW — 0.1% +0.1% 0.2 2,555 +2,555 1 —
☆CCJ funds › CAMECO CORP COM ADD — 0.1% -0.0% 0.2 2,278 +110 3 —
☆BMY funds › BRISTOL-MYERS SQUIBB CO COM ADD — 0.1% -0.0% 0.2 3,952 +536 2 —
☆IJH funds › ISHARES CORE S&P MID-CAP ETF NEW — 0.1% +0.1% 0.2 2,949 +2,949 1 —
☆ANET funds › ARISTA NETWORKS INC COM SHS TRIM — 0.1% -0.0% 0.2 1,334 -552 4 —
☆TXT funds › TEXTRON INC COM TRIM — 0.1% -0.0% 0.2 2,434 -13 2 —
☆FBT funds › FIRST TRUST NYSE ARCA BIOTECHNOLOGY INDEX FUND NEW — 0.1% +0.1% 0.2 889 +889 1 —
☆SPYG funds › STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF NEW — 0.1% +0.1% 0.2 1,834 +1,834 1 —
☆XLU funds › STATE STREET UTILITIES SELECT SECTOR SPDR ETF NEW — 0.1% +0.1% 0.2 4,808 +4,808 1 —
☆LRCX funds › LAM RESEARCH CORP COM NEW NEW — 0.1% +0.1% 0.2 496 +496 1 —
☆ABT funds › ABBOTT LABORATORIES COM ADD — 0.1% -0.0% 0.2 2,352 +207 5 —
☆RKLB funds › ROCKET LAB CORP COM NEW — 0.1% +0.1% 0.2 2,064 +2,064 1 —
☆CVX funds › CHEVRON CORPORATION COM ADD — 0.1% -0.0% 0.2 1,261 +239 2 —
☆ET funds › ENERGY TRANSFER L P COM UT LTD PTN NEW — 0.1% +0.1% 0.2 10,915 +10,915 1 —
☆CSCO funds › CISCO SYS INC COM NEW — 0.1% +0.1% 0.2 1,767 +1,767 1 —
☆SFBS funds › SERVISFIRST BANCSHARES INC COM NEW — 0.1% +0.1% 0.2 2,390 +2,390 1 —
☆PNC funds › PNC FINL SVCS GROUP INC COM NEW — 0.1% +0.1% 0.2 838 +838 1 —
☆QUAL funds › ISHARES MSCI USA QUALITY FACTOR ETF NEW — 0.1% +0.1% 0.2 939 +939 1 —
☆XLV funds › STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF NEW — 0.1% +0.1% 0.2 1,282 +1,282 1 —
☆MSGS funds › MADISON SQUARE GRDN SPRT CORP CL A NEW — 0.1% +0.1% 0.2 500 +500 1 —
☆KRP funds › KIMBELL RTY PARTNERS LP UNIT NEW — 0.1% +0.1% 0.2 11,841 +11,841 1 —
☆BTG funds › B2GOLD CORP COM NEW — 0.0% +0.0% 0.1 13,927 +13,927 1 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP COM EXIT — 0.0% -1.4% 0.0 0 -19,364 0 —
☆AZN funds › ASTRAZENECA PLC ORD EXIT — 0.0% -0.1% 0.0 0 -1,024 0 —
☆LMT funds › LOCKHEED MARTIN CORP COM EXIT — 0.0% -0.1% 0.0 0 -336 0 —
☆DNP funds › DNP SELECT INCOME FD INC COM EXIT — 0.0% -0.2% 0.0 0 -41,967 0 —
☆BXSL funds › BLACKSTONE SECD LENDING FD COMMON STOCK EXIT — 0.0% -0.1% 0.0 0 -13,582 0 —
☆XLI funds › STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF EXIT — 0.0% -2.2% 0.0 0 -31,330 0 —
☆EGP funds › EASTGROUP PPTYS INC COM EXIT — 0.0% -0.2% 0.0 0 -2,014 0 —
☆PFE funds › PFIZER INC COM EXIT — 0.0% -0.1% 0.0 0 -7,806 0 —
☆GFI funds › GOLD FIELDS LTD SPONSORED ADR EXIT — 0.0% -0.3% 0.0 0 -13,501 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 258 132 0.09 53% 0.043 0.413 — in
2026Q1 232 114 0.09 51% 0.041 0.394 — in
2025Q4 228 109 0.04 52% 0.044 0.449 — in
2025Q3 219 105 0.11 51% 0.044 0.312 — in
2025Q2 187 101 0.09 51% 0.043 0.367 — entered
2025Q1 179 100 0.00 52% 0.048 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status