Red Door Wealth Management, LLC Portfolio Holdings
Red Door Wealth Management, LLC
- $645 Million
- Q1 2025
Red Door Wealth Management, LLC has filed its 13F form on April 25, 2025 for Q1 2025 where it was disclosed a total value porftolio of $645 Million distributed in 238 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $43.1M, Apple Inc. with a value of $31.7M, Schwab Strategic Tr Us Large C with a value of $28.3M, Nvidia Corp with a value of $25.4M, and Microsoft Corp with a value of $22.8M.
Examining the 13F form we can see an increase of $26.3M in the current position value, from $619M to 645M.
Below you can find more details about Red Door Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$645 Million
Technology: $128 Million
ETFs: $114 Million
Financial Services: $106 Million
Healthcare: $61.6 Million
Consumer Cyclical: $52.2 Million
Industrials: $52.1 Million
Consumer Defensive: $50.2 Million
Communication Services: $32.7 Million
Other: $48.5 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 238
- Current Value $645 Million
- Prior Value $619 Million
- Filing
- Period Q1 2025
- Filing Date April 25, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 23 stocks
- Additional Purchases 126 stocks
- Sold out of 0 stocks
- Reduced holdings in 49 stocks