Resolute-Wealth-Strategies

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "ABT",
  "ABBV",
  "VONG",
  null,
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "LOW",
  "EHC",
  "SFBS",
  "HD",
  null,
  "MCD",
  "UNP",
  "META",
  null,
  "IVW",
  "MPC",
  "MSFT",
  null,
  null,
  null,
  "BX",
  null,
  "VHT",
  "DNP",
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "NVDA",
  "LDOS",
  "PLTR",
  "PG",
  "MRK",
  "AMGN",
  "SHW",
  "SHOP",
  "RTX",
  "GLD",
  null,
  null,
  "IBM",
  "BTG",
  null,
  null,
  "TRMK",
  "VIG",
  "RNST",
  null,
  "GFI",
  null,
  "MUR",
  "MUSA",
  "HAL",
  "AMD",
  "SDY",
  "WM",
  null,
  "AMZN",
  "IVE",
  "HCA",
  "PFG",
  null,
  "UCB",
  "EGP",
  null,
  null,
  "VGT",
  "VUG",
  "VOO",
  "V",
  "WMT",
  "WDAY",
  "AEM",
  null,
  "SO",
  "SBSW",
  "RDDT",
  "BAC",
  "BRK-B",
  "CMG",
  "KO",
  "FANG",
  "MCO",
  "QQQ",
  "EPD",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-07
Total Holdings: 100
Total Value: 179119275
Accession Number: 0001765380-25-000179
Form Type: 13F-HR
CIK: resolute-wealth-strategies
Manager Name: Resolute-Wealth-Strategies

Data Enrichment

78% identified

78 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

100 positions • $179.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 5

Sort by:

46654Q609

Shares:37.5K

Value:$2.8M

% of Portfolio:1.5% ($2.8M/$179.1M)

RENASANT CORP

RNST|75970E107

Shares:77.2K

Value:$2.6M

% of Portfolio:1.5% ($2.6M/$179.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:19.9K

Value:$2.4M

% of Portfolio:1.3% ($2.4M/$179.1M)

Alphabet Inc.

GOOGL|02079K305

Shares:11.7K

Value:$1.8M

% of Portfolio:1.0% ($1.8M/$179.1M)

Walmart Inc.

WMT|931142103

Shares:19.5K

Value:$1.7M

% of Portfolio:1.0% ($1.7M/$179.1M)

33733E302

Shares:7.6K

Value:$1.7M

% of Portfolio:0.9% ($1.7M/$179.1M)

Reddit, Inc.

RDDT|75734B100

Shares:12.5K

Value:$1.3M

% of Portfolio:0.7% ($1.3M/$179.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.3K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$179.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:4.3K

Value:$1.2M

% of Portfolio:0.6% ($1.2M/$179.1M)

VISA INC.

V|92826C839

Shares:3.2K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$179.1M)

ELI LILLY & Co

LLY|532457108

Shares:1.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$179.1M)

33738D879

Shares:43.9K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$179.1M)

AbbVie Inc.

ABBV|00287Y109

Shares:4.9K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$179.1M)

Meta Platforms, Inc.

META|30303M102

Shares:1.7K

Value:$973.0K

% of Portfolio:0.5% ($973.0K/$179.1M)

46641Q332

Shares:16.8K

Value:$958.9K

% of Portfolio:0.5% ($958.9K/$179.1M)

46428Q109

Shares:27.9K

Value:$863.5K

% of Portfolio:0.5% ($863.5K/$179.1M)

MURPHY OIL CORP

MUR|626717102

Shares:29.1K

Value:$825.3K

% of Portfolio:0.5% ($825.3K/$179.1M)

46641Q159

Shares:17.8K

Value:$821.7K

% of Portfolio:0.5% ($821.7K/$179.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:8.1K

Value:$726.7K

% of Portfolio:0.4% ($726.7K/$179.1M)

92206C680

VONG|92206C680

Shares:7.6K

Value:$706.9K

% of Portfolio:0.4% ($706.9K/$179.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46654Q609)✕	37.5K	QoQ -36.62% (-21.7K) YoY -11.75% (-5.0K)	All Managers (Combined)	$2.8M	1.5% ($2.8M/$179.1M)	QoQ -42.29% (-$2.0M) YoY -7.25% (-$216.5K)
RENASANT CORP(RNSTcusip75970E107)	77.2K	QoQ +0.85% (-653) YoY +1.90% (+1.4K)	All Managers (Combined)	$2.6M	1.5% ($2.6M/$179.1M)	QoQ -4.28% (-$117.1K) YoY +10.39% (+$246.7K)
EXXON MOBIL CORP(XOMcusip30231G102)	19.9K	QoQ -6.39% (-1.4K) YoY -4.56% (-950)	All Managers (Combined)	$2.4M	1.3% ($2.4M/$179.1M)	QoQ +3.48% (-$79.7K) YoY -2.35% (-$57.1K)
Alphabet Inc.(GOOGLcusip02079K305)	11.7K	QoQ +12.88% (-1.3K) YoY +6.53% (+717)	All Managers (Combined)	$1.8M	1.0% ($1.8M/$179.1M)	QoQ -7.78% (-$152.6K) YoY +9.15% (+$151.6K)
Walmart Inc.(WMTcusip931142103)	19.5K	QoQ +10.01% (+1.8K) YoY +10.43% (+1.8K)	All Managers (Combined)	$1.7M	1.0% ($1.7M/$179.1M)	QoQ +6.89% (+$110.4K) YoY +61.13% (+$649.3K)
(cusip33733E302)✕	7.6K	QoQ -0.35% (-27) YoY -7.53% (-618)	All Managers (Combined)	$1.7M	0.9% ($1.7M/$179.1M)	QoQ -8.96% (-$166.0K) YoY +0.15% (-$2.6K)
Reddit, Inc.(RDDTcusip75734B100)	12.5K	QoQ -21.02% (-3.3K) YoY NEW(+12.5K)	All Managers (Combined)	$1.3M	0.7% ($1.3M/$179.1M)	QoQ -49.31% (-$1.3M) YoY NEW(+$1.3M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.3K	QoQ +28.32% (+501) YoY +25.34% (+459)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$179.1M)	QoQ +32.86% (+$294.1K) YoY +32.71% (+$293.0K)
AMERICAN EXPRESS CO(AXPcusip025816109)	4.3K	QoQ +22.16% (+784) YoY +26.27% (+899)	All Managers (Combined)	$1.2M	0.6% ($1.2M/$179.1M)	QoQ +10.73% (+$112.7K) YoY +49.18% (+$383.3K)
VISA INC.(Vcusip92826C839)	3.2K	QoQ -0.77% (-25) YoY -4.33% (-145)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$179.1M)	QoQ +10.02% (-$102.1K) YoY +20.10% (-$187.6K)
ELI LILLY & Co(LLYcusip532457108)	1.3K	QoQ +29.54% (+307) YoY +29.79% (+309)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$179.1M)	QoQ +38.60% (+$309.6K) YoY +37.81% (+$305.0K)
(cusip33738D879)✕	43.9K	QoQ +33.89% (+11.1K) YoY NEW(+43.9K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$179.1M)	QoQ +31.02% (+$246.8K) YoY NEW(+$1.0M)
AbbVie Inc.(ABBVcusip00287Y109)	4.9K	QoQ +31.66% (+1.2K) YoY +31.87% (+1.2K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$179.1M)	QoQ +55.23% (+$368.9K) YoY +51.71% (+$353.4K)
Meta Platforms, Inc.(METAcusip30303M102)	1.7K	QoQ +83.87% (+770) YoY +19.12% (+271)	All Managers (Combined)	$973.0K	0.5% ($973.0K/$179.1M)	QoQ +81.06% (+$435.6K) YoY +41.45% (+$285.1K)
(cusip46641Q332)✕	16.8K	QoQ -3.48% (-606) YoY -32.51% (-8.1K)	All Managers (Combined)	$958.9K	0.5% ($958.9K/$179.1M)	QoQ -4.14% (-$41.4K) YoY -33.35% (-$479.9K)
(cusip46428Q109)✕	27.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$863.5K	0.5% ($863.5K/$179.1M)	QoQ +17.69% (+$129.8K) YoY +36.21% (+$229.6K)
MURPHY OIL CORP(MURcusip626717102)	29.1K	QoQ +1.09% (-316) YoY +3.31% (-932)	All Managers (Combined)	$825.3K	0.5% ($825.3K/$179.1M)	QoQ -5.11% (-$44.5K) YoY -35.79% (-$460.1K)
(cusip46641Q159)✕	17.8K	QoQ +48.06% (+5.8K) YoY +226.90% (+12.4K)	All Managers (Combined)	$821.7K	0.5% ($821.7K/$179.1M)	QoQ +49.52% (+$272.2K) YoY +230.57% (+$573.1K)
Merck & Co., Inc.(MRKcusip58933Y105)	8.1K	QoQ +5.78% (-443) YoY +4.97% (-384)	All Managers (Combined)	$726.7K	0.4% ($726.7K/$179.1M)	QoQ -4.54% (-$34.6K) YoY -28.58% (-$290.8K)
(VONGcusip92206C680)	7.6K	QoQ +0.10% (-8) YoY -0.23% (-18)	All Managers (Combined)	$706.9K	0.4% ($706.9K/$179.1M)	QoQ -10.08% (-$79.2K) YoY +6.80% (-$45.0K)