Redwood Wealth Management Group, LLC Portfolio Holdings

Redwood Wealth Management Group, LLC

  • $202 Billion
  • Q3 2024

Redwood Wealth Management Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Value Advantage Money Investor Shares with a value of $31.4B, Schwab Government Money Inv with a value of $14.8B, Hon Hai Precision Ordf with a value of $4.93B, Microsoft Corp with a value of $4.74B, and International Business Machines Corp with a value of $4.3B.

Examining the 13F form we can see an increase of $68.9B in the current position value, from $133B to 202B.

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 $202 Billion
Technology: $28.6 Billion
ETFs: $24.9 Billion
Energy: $12.3 Billion
Communication Services: $9.86 Billion
Healthcare: $9.24 Billion
Consumer Cyclical: $5.65 Billion
Financial Services: $4.43 Billion
Industrials: $3.67 Billion
Other: $6.61 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.35 Billion 1.66% of portfolio
34,939
Q3 2024 Reduced 1.93%
$0
$3.33 Billion 1.65% of portfolio
5,776
Q3 2024 Reduced 2.6%
$0
$3.07 Billion 1.52% of portfolio
13,879
Q3 2024 Added 99.78%
$0
$2.92 Billion 1.45% of portfolio
20,567
Q3 2024 Reduced 9.09%
$0
$2.03 Billion 1.01% of portfolio
43,559
Q3 2024 Reduced 1.33%
$0
$1.89 Billion 0.94% of portfolio
26,324
Q3 2024 Reduced 8.51%
$0
$1.77 Billion 0.88% of portfolio
15,116
Q3 2024 Reduced 1.17%
$0
$1.77 Billion 0.88% of portfolio
28,408
Q3 2024 Reduced 1.34%
$0
$1.61 Billion 0.8% of portfolio
30,565
Q3 2024 Reduced 2.93%
$14.7B
$489 Million 0.24% of portfolio
17,200
Q3 2024 New
$0
$424 Million 0.21% of portfolio
4,825
Q3 2024 Added 364.84%
$0
$420 Million 0.21% of portfolio
862
Q3 2024 Reduced 5.69%
$0
$395 Million 0.2% of portfolio
1,255
Q3 2024 Reduced 6.06%
$0
$382 Million 0.19% of portfolio
20,100
Q3 2024 Added 1.01%
$0
$377 Million 0.19% of portfolio
6,302
Q3 2024 Reduced 1.58%
$0
$335 Million 0.17% of portfolio
4,984
Q3 2024 Reduced 6.96%
$0
$259 Million 0.13% of portfolio
6,500
Q3 2024 Reduced 7.14%
$0
$238 Million 0.12% of portfolio
1,204
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $202 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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