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
$64.8B
$467,000 0.0% of portfolio
2
Q2 2024 New
$1.91B
$392,000 0.0% of portfolio
32
Q2 2024 New
$1.5B
$3.12 Million 0.0% of portfolio
162
Q2 2024 New
$4.01B
$516,000 0.0% of portfolio
4
Q2 2024 New
$124B
$770,000 0.0% of portfolio
10
Q2 2024 New
$424M
$504,000 0.0% of portfolio
600
Q2 2024 New
$16.9B
$4.18 Million 0.0% of portfolio
56
Q2 2024 New
$19.3B
$5.42 Million 0.0% of portfolio
91
Q2 2024 New
$0
$216,000 0.0% of portfolio
10
Q2 2024 New
$3.43B
$1.18 Million 0.0% of portfolio
45
Q2 2024 New
$26.3B
$4.19 Million 0.0% of portfolio
224
Q2 2024 New
$8.81B
$6.39 Million 0.0% of portfolio
1,000
Q2 2024 New
$2.84B
$1.47 Million 0.0% of portfolio
18
Q2 2024 New
$10.7B
$3.93 Million 0.0% of portfolio
19
Q2 2024 New
$22.3B
$700,000 0.0% of portfolio
1
Q2 2024 New
$22.8B
$5.59 Million 0.0% of portfolio
155
Q2 2024 New
$42.1B
$340,000 0.0% of portfolio
5
Q2 2024 New
$7.16B
$6.27 Million 0.0% of portfolio
114
Q2 2024 New
$77.2M
$303,000 0.0% of portfolio
100
Q2 2024 New
$13.3B
$271,000 0.0% of portfolio
5
Q2 2024 New
$6.16B
$2.98 Million 0.0% of portfolio
297
Q2 2024 New
$4.78B
$1.62 Million 0.0% of portfolio
70
Q2 2024 New
$6.28B
$1.9 Million 0.0% of portfolio
13
Q2 2024 New
$10.7B
$1.85 Million 0.0% of portfolio
41
Q2 2024 New
$179B
$6 Million 0.0% of portfolio
24
Q2 2024 New
$20.6B
$6.2 Million 0.0% of portfolio
41
Q2 2024 New
$38.7B
$474,000 0.0% of portfolio
10
Q2 2024 New
$152B
$2.37 Million 0.0% of portfolio
94
Q2 2024 New
$26.6B
$227,000 0.0% of portfolio
2
Q2 2024 New
$51.3B
$152,000 0.0% of portfolio
1
Q2 2024 New
$47.8B
$654,000 0.0% of portfolio
5
Q2 2024 New
$15.4B
$3.21 Million 0.0% of portfolio
60
Q2 2024 New
$14.2B
$5.34 Million 0.0% of portfolio
50
Q2 2024 New
$28.3B
$361,000 0.0% of portfolio
2
Q2 2024 New
$430M
$404,000 0.0% of portfolio
75
Q2 2024 New
$70.2B
$476,000 0.0% of portfolio
2
Q2 2024 New
$31.1B
$359,000 0.0% of portfolio
5
Q2 2024 New
$322M
$777,000 0.0% of portfolio
350
Q2 2024 New
$0
$701,000 0.0% of portfolio
21
Q2 2024 New
$0
$3.48 Million 0.0% of portfolio
12
Q2 2024 New
$2.65B
$884,000 0.0% of portfolio
12
Q2 2024 New
$33B
$485,000 0.0% of portfolio
2
Q2 2024 New
$5.13B
$4.04 Million 0.0% of portfolio
39
Q2 2024 New
$7.66B
$288,000 0.0% of portfolio
5
Q2 2024 New
$31.5B
$5.66 Million 0.0% of portfolio
155
Q2 2024 New
$21B
$225,000 0.0% of portfolio
1
Q2 2024 New
$23.6B
$4.97 Million 0.0% of portfolio
130
Q2 2024 New
$21B
$2.33 Million 0.0% of portfolio
60
Q2 2024 New
$10.6B
$335,000 0.0% of portfolio
15
Q2 2024 New

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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