Resolute Wealth Strategies, LLC

Q3 2025 13F-HR Holdings

Location
Jackson, MS
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
105
Total value ($000)
$218,517
Net value change ($000)
+31,914 (17.1%)
New positions
7
Sold out positions
3
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2025 Next filing: 2/6/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
JGRO 10,151 290.9%
AAPL 6,099 22.9%
JTEK 2,749 1014.4%
NVDA 2,000 27.2%
GOOGL 1,519 37.0%
GLD 1,329 32.7%
XLK 1,274 NEW
SHOP 1,146 29.9%
CAT 1,126 21.5%
PLTR 1,102 172.5%
Top Reduces (Value $000, Stocks/ETFs)
JAVA -4,338 -38.6%
MINT -1,229 -12.6%
XLU -635 -100.0%
XLV -632 -68.1%
XLP -562 -100.0%
EMMF -431 -100.0%
CMG -174 -33.7%
JEPI -163 -16.8%
T -91 -2.4%
MRK -88 -14.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type