Redwood Wealth Management Group, LLC Portfolio Holdings

Redwood Wealth Management Group, LLC

  • $133 Billion
  • Q2 2024

Redwood Wealth Management Group, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 1199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hnhaf with a value of $5.63B, Microsoft Corp with a value of $4.92B, Apple Inc. with a value of $3.95B, International Business Machines Corp with a value of $3.46B, and Ishares S&P 500 Growth ETF with a value of $3.3B.

Examining the 13F form we can see an increase of $38.4B in the current position value, from $94.4B to 133B.

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 $133 Billion
Technology: $31.9 Billion
ETFs: $26.4 Billion
Energy: $13.8 Billion
Healthcare: $11.3 Billion
Communication Services: $10.5 Billion
Financial Services: $6.85 Billion
Industrials: $6.13 Billion
Consumer Cyclical: $5.93 Billion
Other: $11.2 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.17T
$4.92 Billion 3.71% of portfolio
11,014
Q2 2024 Added 0.09%
$3.66T
$3.95 Billion 2.97% of portfolio
18,750
Q2 2024 Reduced 0.85%
$192B
$3.46 Billion 2.6% of portfolio
19,990
Q2 2024 Added 0.08%
$371B
$3.23 Billion 2.43% of portfolio
26,143
Q2 2024 Added 914.47%
$1.08T
$3.06 Billion 2.3% of portfolio
16,781
Q2 2024 Reduced 0.2%
$1.11T
$2.93 Billion 2.2% of portfolio
15,953
Q2 2024 Added 0.98%
$505B
$2.79 Billion 2.1% of portfolio
24,235
Q2 2024 Added 2.84%
$74.4B
$2.69 Billion 2.03% of portfolio
1,677
Q2 2024 Added 1.15%
$59.4B
$2.12 Billion 1.6% of portfolio
106,636
Q2 2024 Reduced 0.01%
$53.7B
$2.04 Billion 1.53% of portfolio
125,596
Q2 2024 Reduced 5.77%
$256B
$1.84 Billion 1.38% of portfolio
14,829
Q2 2024 Reduced 0.78%
$758B
$1.76 Billion 1.33% of portfolio
1,948
Q2 2024 Added 0.62%
$170B
$1.52 Billion 1.15% of portfolio
36,875
Q2 2024 Reduced 2.02%
$387B
$1.34 Billion 1.01% of portfolio
8,128
Q2 2024 Reduced 1.74%
$2.14T
$1.07 Billion 0.81% of portfolio
5,546
Q2 2024 Added 4.46%
$194B
$1.06 Billion 0.8% of portfolio
5,311
Q2 2024 Reduced 0.69%
$215B
$884 Million 0.67% of portfolio
2,653
Q2 2024 Reduced 0.86%
$78.6B
$852 Million 0.64% of portfolio
2,901
Q2 2024 Added 0.03%
$217B
$835 Million 0.63% of portfolio
3,276
Q2 2024 Reduced 0.73%
$355B
$805 Million 0.61% of portfolio
4,695
Q2 2024 Reduced 3.18%
$1.33T
$809 Million 0.61% of portfolio
1,604
Q2 2024 Added 42.58%
$938B
$783 Million 0.59% of portfolio
3,958
Q2 2024 Added 49.13%
$265B
$768 Million 0.58% of portfolio
10,666
Q2 2024 Reduced 2.47%
$172B
$749 Million 0.56% of portfolio
2,398
Q2 2024 Added 1.05%
$110B
$742 Million 0.56% of portfolio
29,310
Q2 2024 Added 3.62%
$74.8B
$727 Million 0.55% of portfolio
21,733
Q2 2024 Added 0.09%
$177B
$707 Million 0.53% of portfolio
7,041
Q2 2024 Reduced 2.76%
$154B
$696 Million 0.52% of portfolio
24,865
Q2 2024 Added 5.99%
$1.01B
$695 Million 0.52% of portfolio
87,477
Q2 2024 New
$123B
$664 Million 0.5% of portfolio
5,045
Q2 2024 Added 0.12%
$145B
$657 Million 0.49% of portfolio
9,034
Q2 2024 Reduced 9.11%
$87.8B
$638 Million 0.48% of portfolio
5,926
Q2 2024 Reduced 0.1%
$52.5B
$637 Million 0.48% of portfolio
4,063
Q2 2024 Added 1.3%
$109B
$610 Million 0.46% of portfolio
9,247
Q2 2024 Added 9.25%
$58.8B
$598 Million 0.45% of portfolio
6,125
Q2 2024 Reduced 6.27%
$85.9B
$583 Million 0.44% of portfolio
16,386
Q2 2024 Reduced 4.73%
$9.83B
$574 Million 0.43% of portfolio
5,000
Q4 2023 Reduced 1.96%
$410B
$570 Million 0.43% of portfolio
3,900
Q2 2024 Added 0.39%
$88.4B
$554 Million 0.42% of portfolio
527
Q2 2024 Reduced 5.22%
$65.8B
$542 Million 0.41% of portfolio
18,693
Q2 2024 Added 1.12%
$116B
$533 Million 0.4% of portfolio
12,824
Q2 2024 Added 0.57%
$50.3B
$530 Million 0.4% of portfolio
13,990
Q2 2024 Reduced 0.5%
$19.4B
$508 Million 0.38% of portfolio
19,045
Q2 2024 Added 0.37%
$144B
$506 Million 0.38% of portfolio
1,615
Q2 2024 Added 6.88%
$238B
$492 Million 0.37% of portfolio
10,359
Q2 2024 Reduced 2.41%
$2.07B
$472 Million 0.36% of portfolio
33,645
Q2 2024 Added 4.47%
$9.73B
$470 Million 0.35% of portfolio
4,716
Q2 2024 Reduced 4.36%
$43.3B
$450 Million 0.34% of portfolio
35,878
Q2 2024 Added 0.32%
$8.71B
$456 Million 0.34% of portfolio
8,543
Q2 2024 Reduced 0.27%

Summary

  • Portfolio
  • No. of Stocks 1,199
  • Current Value $133 Billion
  • Prior Value $94.4 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1,088 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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