Redwood Wealth Management Group, LLC Portfolio Holdings

Redwood Wealth Management Group, LLC

  • $94.4 Billion
  • Q1 2024

Redwood Wealth Management Group, LLC has filed its 13F form on May 07, 2024 for Q1 2024 where it was disclosed a total value porftolio of $94.4 Billion distributed in 111 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $4.63B, International Business Machines Corp with a value of $3.81B, Apple Inc. with a value of $3.24B, Spdr Series Tr Spdr S&P Divide with a value of $3.05B, and Ishares Core S&P 500 ETF with a value of $3.04B.

Examining the 13F form we can see an increase of $4.17B in the current position value, from $90.2B to 94.4B.

Redwood Wealth Management Group, LLC is based out at Moorestown, NJ

Below you can find more details about Redwood Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $94.4 Billion
Technology: $25.1 Billion
ETFs: $20.6 Billion
Energy: $11.9 Billion
Healthcare: $9.64 Billion
Communication Services: $8.78 Billion
Consumer Cyclical: $4.1 Billion
Financial Services: $4.04 Billion
Industrials: $3.6 Billion
Other: $6.25 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.48T
$4.63 Billion 4.91% of portfolio
11,004
Q1 2024 Reduced 4.6%
$159B
$3.81 Billion 4.04% of portfolio
19,974
Q1 2024 Reduced 2.49%
$3.74T
$3.24 Billion 3.44% of portfolio
18,910
Q1 2024 Reduced 7.83%
$0
$3.05 Billion 3.23% of portfolio
23,202
Q1 2024 Reduced 4.82%
$0
$3.04 Billion 3.22% of portfolio
5,776
Q1 2024 Added 0.09%
$0
$2.98 Billion 3.16% of portfolio
35,300
Q1 2024 Reduced 0.12%
$466B
$2.74 Billion 2.9% of portfolio
23,565
Q1 2024 Added 0.45%
$1.14T
$2.54 Billion 2.69% of portfolio
16,814
Q1 2024 Reduced 5.65%
$1.17T
$2.41 Billion 2.55% of portfolio
15,798
Q1 2024 Added 0.08%
$336B
$2.33 Billion 2.47% of portfolio
2,577
Q1 2024 Reduced 5.54%
$707B
$2.2 Billion 2.33% of portfolio
1,658
Q1 2024 Reduced 3.04%
$50.3B
$2.1 Billion 2.22% of portfolio
133,291
Q1 2024 Reduced 3.05%
$322B
$1.97 Billion 2.09% of portfolio
14,945
Q1 2024 Reduced 3.67%
$45.2B
$1.96 Billion 2.07% of portfolio
106,648
Q1 2024 Reduced 4.67%
$0
$1.95 Billion 2.06% of portfolio
29,540
Q1 2024 Reduced 5.43%
$0
$1.72 Billion 1.82% of portfolio
28,317
Q1 2024 Added 401.01%
$173B
$1.58 Billion 1.67% of portfolio
37,635
Q1 2024 Reduced 4.79%
$0
$1.56 Billion 1.65% of portfolio
34,597
Q1 2024 New
$0
$1.55 Billion 1.64% of portfolio
30,871
Q1 2024 Reduced 2.1%
$893B
$1.51 Billion 1.6% of portfolio
1,936
Q1 2024 Added 5.68%
$0
$1.36 Billion 1.44% of portfolio
6,464
Q1 2024 Added 303.5%
$395B
$1.34 Billion 1.42% of portfolio
8,272
Q1 2024 Reduced 1.22%
$173B
$981 Million 1.04% of portfolio
2,676
Q1 2024 Reduced 11.36%
$297B
$983 Million 1.04% of portfolio
5,445
Q1 2024 Reduced 24.67%
$61.1B
$968 Million 1.03% of portfolio
2,900
Q4 2022 New
$2.04T
$958 Million 1.01% of portfolio
5,309
Q1 2024 Reduced 3.49%
$184B
$930 Million 0.99% of portfolio
3,300
Q1 2024 Reduced 6.59%
$234B
$905 Million 0.96% of portfolio
5,348
Q1 2024 Reduced 12.84%
$297B
$883 Million 0.94% of portfolio
4,849
Q1 2024 Reduced 3.77%
$69.2B
$805 Million 0.85% of portfolio
21,713
Q1 2023 Reduced 2.25%
$201B
$791 Million 0.84% of portfolio
10,936
Q1 2024 Added 0.11%
$137B
$765 Million 0.81% of portfolio
9,939
Q1 2024 Reduced 8.3%
$148B
$706 Million 0.75% of portfolio
7,241
Q1 2024 Reduced 4.75%
$55.9B
$685 Million 0.73% of portfolio
4,011
Q1 2024 Reduced 3.19%
$87.4B
$691 Million 0.73% of portfolio
12,751
Q1 2024 Added 0.97%
$172B
$675 Million 0.71% of portfolio
2,373
Q1 2024 Reduced 5.46%
$55.8B
$651 Million 0.69% of portfolio
28,285
Q1 2024 Added 0.27%
$159B
$651 Million 0.69% of portfolio
23,460
Q1 2024 Added 10.44%
$89.9B
$632 Million 0.67% of portfolio
5,932
Q1 2024 Added 0.12%
$72.4B
$622 Million 0.66% of portfolio
17,200
Q1 2024 Reduced 2.08%
$391B
$615 Million 0.65% of portfolio
3,885
Q1 2024 Added 0.03%
$715M
$603 Million 0.64% of portfolio
28,445
Q1 2024 Reduced 36.48%
$14.5B
$597 Million 0.63% of portfolio
4,931
Q1 2024 Added 0.41%
$148B
$594 Million 0.63% of portfolio
5,039
Q1 2024 Reduced 1.35%
$7.42B
$584 Million 0.62% of portfolio
5,000
Q4 2023 Reduced 1.96%
$44.3B
$571 Million 0.61% of portfolio
6,535
Q1 2024 Reduced 9.11%
$38.9B
$565 Million 0.6% of portfolio
14,061
Q1 2024 Reduced 2.29%
$1.2T
$546 Million 0.58% of portfolio
1,125
Q1 2024 Added 2.37%
$109B
$540 Million 0.57% of portfolio
8,464
Q1 2024 Added 0.44%

Summary

  • Portfolio
  • No. of Stocks 111
  • Current Value $94.4 Billion
  • Prior Value $90.2 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 07, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 67 stocks
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