Resolute Wealth Strategies, LLC

RIA/Wealth

Resolute Wealth Strategies, LLC is a RIA/Wealth based in Jackson, MS led by Phillip Crowell Burnett, reporting $316.1M in AUM as of Q3 2025 with 35% ETF concentration, 51% concentrated in top 10 holdings, and 15% allocation to AAPL.

CEOPhillip Crowell Burnett

Portfolio Value: $217.4M
Positions: 104
Top Holding: AAPL at 15.06%
Last Reported: Q3 2025

Address4400 Old Canton Rd., Suite 210, Jackson, MS, 39211, United States

Top Holdings

Largest long holdings in Resolute Wealth Strategies, LLC's portfolio (50.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$32.7M	15.06%	-$322.4K Sold	0.00% 128.6K shares	Q1 2023 Held for 2y 8m
2 JPMorgan Active Growth JGRO	ETF ETF	$13.6M	6.27%	+$9.8M Bought	— 145.5K shares	Q1 2024 Held for 1y 8m
3 Fidelity Total Bond FBND	ETF ETF	$11.6M	5.33%	+$733.2K Bought	— 250.7K shares	Q3 2023 Held for 2y 2m
4 Amazon AMZN	Specialty Retail Consumer Cyclical	$10.0M	4.58%	+$8.8K Bought	0.00% 45.4K shares	Q1 2023 Held for 2y 8m
5 Nvidia NVDA	Semiconductors Technology	$9.4M	4.31%	+$667.6K Bought	0.00% 50.2K shares	Q1 2023 Held for 2y 8m
6 PIMCO Enhanced Short Maturity Active Exchange-Traded Fund MINT	ETF ETF	$8.6M	3.94%	-$1.2M Sold	— 85.0K shares	Q3 2024 Held for 1y 2m
7 JPMorgan Active Value JAVA	ETF ETF	$6.9M	3.18%	-$4.9M Sold	— 100.1K shares	Q1 2024 Held for 1y 8m
8 Caterpillar CAT	Agricultural - Machinery Industrials	$6.4M	2.93%	-$74.9K Sold	0.00% 13.3K shares	Q1 2023 Held for 2y 8m
9 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$5.7M	2.61%	-$12.6K Sold	0.00% 11.3K shares	Q1 2023 Held for 2y 8m
10 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$5.6M	2.59%	-$11.9K Sold	0.00% 23.1K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Resolute Wealth Strategies, LLC's latest filing

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Market Value

$217.4M

Prior: $186.6M

Q/Q Change

+16.5%

+$30.8M

Net Flows % of MV

+4.87%

Turnover Ratio

7.07%

New Purchases

6 stocks

$2.4M

Added To

56 stocks

+$18.2M

Sold Out Of

3 stocks

$1.6M

Reduced Holdings

32 stocks

-$8.4M

Increased Positions

Position	Shares Δ	Change
1 Technology Select Sector SPDR Fund XLK	New	0 → 4.5K +$1.3M
2 Baker Hughes BKR	New	0 → 5.8K +$282.1K
3 Arista Networks ANET	New	0 → 1.7K +$244.8K
4 Citigroup C	New	0 → 2.3K +$230.3K
5 Nextra Energy NEE	New	0 → 2.7K +$205.4K

Decreased Positions

Position	Shares Δ	Change
1 Utilities Select Sector SPDR Fund XLU	Sold	7.8K → 0 −$634.8K
2 Consumer Staples Select Sector SPDR Fund XLP	Sold	6.9K → 0 −$562.4K
3 WisdomTree Emerging Markets Multifactor Fund EMMF	Sold	14.9K → 0 −$430.8K
4 XLV Health Care Select Sector SPDR Fund XLV	-69.09%	6.9K → 2.1K −$662.4K
5 JPMorgan Active Value JAVA	-41.67%	171.6K → 100.1K −$4.9M

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Analytics

Portfolio insights and performance metrics for Resolute Wealth Strategies, LLC

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Sector Allocation

ETF

35.00%

Technology

26.50%

Financial Services

10.00%

Communication Services

7.40%

Consumer Cyclical

5.80%

Industrials

3.70%

Healthcare

3.70%

Energy

1.90%

Consumer Defensive

1.30%

Basic Materials

0.50%

Utilities

0.30%

Real Estate

0.20%

Market Cap Distribution

Mega Cap (> $200B)

47.62%

Large Cap ($10B - $200B)

11.09%

Mid Cap ($2B - $10B)

2.72%

N/A (ETF or Unknown)

38.57%

Portfolio Concentration

Top 10 Holdings %

50.79%

Top 20 Holdings %

72.14%

Top 50 Holdings %

90.97%

Top 100 Holdings %

99.7%