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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.3 Billion 2.48% of portfolio
35,627
Q2 2024 Added 0.93%
$0
$3.25 Billion 2.44% of portfolio
5,930
Q2 2024 Added 2.67%
$0
$2.88 Billion 2.17% of portfolio
22,624
Q2 2024 Reduced 2.49%
$0
$1.97 Billion 1.48% of portfolio
44,145
Q2 2024 Added 27.6%
$0
$1.87 Billion 1.41% of portfolio
28,774
Q2 2024 Reduced 2.59%
$0
$1.68 Billion 1.27% of portfolio
28,793
Q2 2024 Added 1.68%
$0
$1.63 Billion 1.23% of portfolio
15,295
Q2 2024 Added 1.45%
$0
$1.56 Billion 1.17% of portfolio
31,488
Q2 2024 Added 2.0%
$0
$1.41 Billion 1.06% of portfolio
6,947
Q2 2024 Added 7.47%
$0
$438 Million 0.33% of portfolio
914
Q2 2024 Reduced 1.19%
$0
$421 Million 0.32% of portfolio
19,900
Q2 2024 Added 27.56%
$0
$398 Million 0.3% of portfolio
1,336
Q2 2024 Reduced 2.12%
$0
$382 Million 0.29% of portfolio
6,403
Q2 2024 Reduced 4.5%
$0
$340 Million 0.26% of portfolio
5,357
Q2 2024 Reduced 1.29%
$0
$238 Million 0.18% of portfolio
7,000
Q2 2024 New
$0
$220 Million 0.17% of portfolio
1,204
Q2 2024 New
$0
$194 Million 0.15% of portfolio
3,500
Q2 2024 New
$0
$181 Million 0.14% of portfolio
4,146
Q2 2024 New
$0
$158 Million 0.12% of portfolio
1,328
Q2 2024 New
$0
$165 Million 0.12% of portfolio
2,120
Q2 2024 New
$0
$157 Million 0.12% of portfolio
4,224
Q2 2024 New
$0
$160 Million 0.12% of portfolio
3,688
Q2 2024 New
$0
$138 Million 0.1% of portfolio
370
Q2 2024 New
$0
$124 Million 0.09% of portfolio
395
Q2 2024 New
$0
$115 Million 0.09% of portfolio
3,368
Q2 2024 New
$0
$117 Million 0.09% of portfolio
2,014
Q2 2024 New
$0
$111 Million 0.08% of portfolio
1,420
Q2 2024 New
$0
$111 Million 0.08% of portfolio
2,175
Q2 2024 New
$0
$103 Million 0.08% of portfolio
2,141
Q2 2024 New
$0
$90.3 Million 0.07% of portfolio
1,025
Q2 2024 New
$0
$89.5 Million 0.07% of portfolio
558
Q2 2024 New
$0
$90.3 Million 0.07% of portfolio
166
Q2 2024 New
$0
$94.6 Million 0.07% of portfolio
1,038
Q2 2024 New
$0
$95.7 Million 0.07% of portfolio
1,238
Q2 2024 New
$0
$83 Million 0.06% of portfolio
1,355
Q2 2024 New
$0
$80.3 Million 0.06% of portfolio
1,600
Q2 2024 New
$0
$80.7 Million 0.06% of portfolio
1,461
Q2 2024 New
$0
$76.5 Million 0.06% of portfolio
1,350
Q2 2024 New
$0
$80.1 Million 0.06% of portfolio
139
Q2 2024 New
$0
$66 Million 0.05% of portfolio
181
Q2 2024 New
$0
$72 Million 0.05% of portfolio
1,650
Q2 2024 New
$0
$61.9 Million 0.05% of portfolio
2,750
Q2 2024 New
$0
$68.1 Million 0.05% of portfolio
1,500
Q2 2024 New
$0
$54.2 Million 0.04% of portfolio
879
Q2 2024 New
$0
$51.1 Million 0.04% of portfolio
191
Q2 2024 New
$0
$58.5 Million 0.04% of portfolio
297
Q2 2024 New
$0
$56.7 Million 0.04% of portfolio
781
Q2 2024 New
$0
$54.1 Million 0.04% of portfolio
1,112
Q2 2024 New
$0
$42.6 Million 0.03% of portfolio
1,101
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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