|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Resolute Wealth Strategies LLC
✚
|
|
|---|---|
| CRD # | 318599 |
| SEC # | 801-125835 |
| CIK # | 0001973981 |
| AUM | $316.1 M (2025-04-22) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 601-952-8850 |
| Address | 4400 Old Canton Rd Jackson, MS 39211 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001973981 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 26.6 | ||
| Amazon Com Inc | 9.9 | ||
| Nvidia Corp | 7.4 | ||
| Caterpillar Inc | 5.2 | ||
| Microsoft Corp | 4.5 | ||
| Alphabet Inc | 4.1 | ||
| Blackstone Group LP | 4.1 | ||
| SPDR Gold Trust | 4.1 | ||
| J P Morgan Chase & Co | 3.8 | ||
| Shopify Inc | 3.8 | ||
| AT&T Inc | 3.8 | ||
| Amgen Inc | 2.9 | ||
| Renasant Corp | 2.8 | ||
| Exxon Mobil Corp | 2.1 | ||
| Reddit Inc | 2.1 | ||
| Alphabet Inc | 2.1 | ||
| Wal Mart Stores Inc | 1.9 | ||
| VISA Inc | 1.1 | ||
| Lilly Eli & Co | 1.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 26.9 |
| (b) Individuals (high net worth individuals) | 143 | 262.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 18.3 |
| (h) Charitable organizations | 2 | 4.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.5 |
| (n) Other | 0 | 0.0 |
| Total | 584 | 316.1 |
| By Discretionary | ||
| Discretionary | 584 | 316.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 584 | 316.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 316.1 | |
| Total | 584 | 316.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001973981] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Panoramic Capital Partners LLC
✚
|
OR | 0.3 |
|
Ergawealth Advisors Inc
✚
|
0.3 | |
|
Crown Wealth Group LLC
✚
|
NC | 0.3 |
|
Discipline Wealth Solutions Inc
✚
|
SC | 0.3 |
|
Optivest Inc
✚
|
CA | 0.3 |
|
Horizon Investment Services LLC
✚
|
IN | 0.3 |
|
Ascendant Financial Solutions Inc
✚
|
AZ | 0.3 |
|
Ostrofe Financial Consultants Inc
✚
|
CA | 0.3 |
|
Entrust Financial LLC
✚
|
PA | 0.3 |
|
Cambridge Financial Group Inc
✚
|
OH | 0.3 |