Resolute Wealth Strategies, LLC
Resolute Wealth Strategies, LLC is an SEC Registered Investment Advisory firm headquartered in Jackson, Mississippi. The firm was formed, owned, and operated by three industry veterans to be a resource for wealthy families and private businesses, providing consistent and transparent financial advice and services. With a team size of 11–50 employees, Resolute Wealth Strategies focuses on delivering custom, purpose-driven wealth strategies for its clients.
Investment Strategy
Resolute Wealth Strategies pursues a client-centric, purpose-driven approach, creating customized wealth solutions for wealthy families and private businesses. Their strategy emphasizes transparency, consistency, and tailored planning, while actively managing diversified portfolios (including equities, bonds, and other assets) as evidenced by their 13F filings, to meet clients’ unique financial goals over time.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 14.28% | $26.6M | 129,842 | $164.90 | $205.17 | -$2.5M |
J JAVA | JPMORGAN ACTIVE VALUE ETF | 6.02% | $11.2M | 171,641 | $62.26 | $65.50 | +$656.1K |
F FBND | FIDELITY TOTAL BOND ETF | 5.76% | $10.7M | 234,839 | $45.02 | $45.75 | +$395.5K |
A AMZN | AMAZON COM INC COM | 5.33% | $9.9M | 45,322 | $105.91 | $219.39 | +$1.4M |
M MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 5.25% | $9.8M | 97,361 | $100.41 | $100.54 | +$1.7M |