Red Crane Wealth Management, LLC Portfolio Holdings

Red Crane Wealth Management, LLC

  • $104 Billion
  • Q1 2025

Red Crane Wealth Management, LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $104 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Aim ETF Prods Tr Allianzim U S with a value of $8.03B, Spdr Portfolio S&P 500 Value E with a value of $6.88B, Blackrock Short Maturity Bond with a value of $5.24B, Innovator Etfs Trust with a value of $5.09B, and Innovator U.S. Equity Power Bu with a value of $4.65B.

Examining the 13F form we can see an decrease of $1.09B in the current position value, from $106B to 104B.

Red Crane Wealth Management, LLC is based out at San Francisco, CA

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

Portfolio value $104 Billion
ETFs: $68.7 Billion
Technology: $4.74 Billion
Communication Services: $1.64 Billion
Healthcare: $859 Million
Consumer Cyclical: $309 Million
Consumer Defensive: $277 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.19T
$309 Million 0.3% of portfolio
1,625
Q1 2025 Added 5.86%
$85.4B
$307 Million 0.29% of portfolio
13,503
Q1 2025 Added 4.17%
$0
$290 Million 0.28% of portfolio
2,611
Q1 2025 Reduced 5.88%
$0
$277 Million 0.27% of portfolio
6,289
Q4 2024 New
$1.11T
$269 Million 0.26% of portfolio
1,622
Q4 2024 New
Innovator Etfs Trust
-
$271 Million 0.26% of portfolio
-
Q1 2025 New
Neos ETF Trust
-
$269 Million 0.26% of portfolio
-
Q1 2025 Added 35.56%
$359B
$260 Million 0.25% of portfolio
2,398
Q1 2025 Added 9.1%
$0
$242 Million 0.23% of portfolio
7,870
Q1 2025 Reduced 13.44%
$0
$226 Million 0.22% of portfolio
1,753
Q1 2025 Reduced 2.29%
$139M
$224 Million 0.21% of portfolio
495,996
Q1 2025 Added 45.78%
$993B
$213 Million 0.2% of portfolio
1,378
Q1 2025 Added 4.63%
$0
$214 Million 0.2% of portfolio
1,650
Q1 2025 New
$0
$213 Million 0.2% of portfolio
5,292
Q1 2025 Reduced 6.96%

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $104 Billion
  • Prior Value $106 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 30 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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