Red Door Wealth Management, LLC Purchases in Q1 2025

Red Door Wealth Management, LLC

  • $645 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AER
Aer Cap Holdings N.V.

Industrials
2.16K
New
$94.11 - $105.78 $203K - $228K
2.16K $220K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
3.12K
New
$63.07 - $73.5 $197K - $229K
3.12K $219K
WDAY
Workday, Inc.

Technology
898
New
$233.53 - $277.82 $210K - $249K
898 $209K
BRO
Brown & Brown, Inc.

Financial Services
1.68K
New
$100.54 - $124.4 $169K - $209K
1.68K $209K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
2.23K
+ 42.95%
$165.25 - $224.62 $368K - $501K
7.42K $1.23M
ED
Consolidated Edison Inc

Utilities
1.86K
New
$88.0 - $110.59 $164K - $206K
1.86K $205K
RTX
Raytheon Technologies Corp

Industrials
419
+ 4.98%
$114.1 - $135.66 $47.8K - $56.8K
8.83K $1.17M
SO
Southern CO

Utilities
664
+ 4.74%
$80.96 - $92.96 $53.8K - $61.7K
14.7K $1.35M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
153
+ 3.32%
$208.48 - $244.03 $31.9K - $37.3K
4.77K $1.16M
LLY
Eli Lilly & CO

Healthcare
84
+ 4.09%
$725.72 - $929.72 $61K - $78.1K
2.14K $1.77M
EPD
Enterprise Products Partners L.P.

Energy
696
+ 1.56%
$31.75 - $34.14 $22.1K - $23.8K
45.4K $1.55M
LMT
Lockheed Martin Corp

Industrials
1.24K
+ 11.87%
$423.19 - $506.29 $526K - $630K
11.7K $5.24M
NFLX
Netflix Inc

Communication Services
37
+ 1.38%
$828.4 - $1058.6 $30.7K - $39.2K
2.71K $2.53M
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.73K
+ 45.77%
$23.16 - $27.04 $179K - $209K
24.6K $577K
WFC
Wells Fargo & Company

Financial Services
1.62K
+ 30.07%
$66.78 - $81.42 $108K - $132K
7.02K $503K
PGR
Progressive Corp

Financial Services
66
+ 2.81%
$235.61 - $291.22 $15.6K - $19.2K
2.41K $682K
COP
Conocophillips

Energy
874
+ 18.77%
$88.6 - $105.85 $77.4K - $92.5K
5.53K $580K
SHEL
Shell PLC

Energy
776
+ 16.1%
$62.84 - $73.29 $48.8K - $56.9K
5.6K $410K
MSTR
Microstrategy Inc

Technology
369
+ 30.78%
$239.27 - $396.5 $88.3K - $146K
1.57K $452K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
879
+ 54.26%
$161.27 - $192.3 $142K - $169K
2.5K $403K
MO
Altria Group, Inc.

Consumer Defensive
26
+ 0.22%
$50.81 - $60.02 $1.32K - $1.56K
11.6K $696K
HD
Home Depot, Inc.

Consumer Cyclical
1.78K
+ 7.1%
$347.25 - $424.87 $619K - $757K
26.9K $9.85M
CMCSA
Comcast Corp

Communication Services
2.4K
+ 23.39%
$33.19 - $38.23 $79.5K - $91.6K
12.6K $466K
SPGI
S&P Global Inc.

Financial Services
139
+ 14.34%
$478.26 - $543.77 $66.5K - $75.6K
1.11K $562K
NSC
Norfolk Southern Corp

Industrials
300
+ 20.44%
$227.69 - $259.76 $68.3K - $77.9K
1.77K $418K
CELH
Celsius Holdings, Inc.

Consumer Defensive
1.92K
New
$21.28 - $35.62 $40.9K - $68.5K
1.92K $68K
KMI
Kinder Morgan, Inc.

Energy
1.76K
+ 11.24%
$26.1 - $31.22 $45.9K - $54.9K
17.4K $495K
NAT
Nordic American Tankers LTD

Industrials
16K
New
N/A
16K $63K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
768
+ 3.47%
$42.5 - $46.71 $32.6K - $35.9K
22.9K $1.04M
MA
Mastercard Inc

Financial Services
70
+ 7.88%
$504.67 - $576.31 $35.3K - $40.3K
958 $525K
MRK
Merck & Co., Inc.

Healthcare
8.72K
+ 11.61%
$83.01 - $101.02 $724K - $881K
83.8K $7.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
402
+ 12.47%
$468.34 - $539.52 $188K - $217K
3.63K $1.7M
BX
Blackstone Inc.

Financial Services
4.88K
+ 25.02%
$136.53 - $186.74 $667K - $912K
24.4K $3.41M
AEP
American Electric Power CO Inc

Utilities
18
+ 0.72%
$90.32 - $109.27 $1.63K - $1.97K
2.53K $276K
VTV
Vanguard Value ETF

ETFs
179
+ 5.48%
$167.73 - $179.21 $30K - $32.1K
3.45K $595K
CARR
Carrier Global Corp

Industrials
900
+ 26.65%
$62.07 - $70.55 $55.9K - $63.5K
4.28K $271K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.57K
+ 27.94%
$24.91 - $29.02 $64.1K - $74.7K
11.8K $294K
VO
Vanguard Mid Cap ETF

ETFs
185
+ 9.1%
$251.87 - $277.95 $46.6K - $51.4K
2.22K $573K
ETR
Entergy Corp

Utilities
8
+ 0.27%
$75.26 - $87.89 $602 - $703
3.02K $258K
SYK
Stryker Corp

Healthcare
50
+ 6.86%
$355.18 - $399.9 $17.8K - $20K
779 $289K
ABEV
Ambev S.A.

Consumer Defensive
8.5K
+ 80.95%
$1.77 - $2.37 $15K - $20.1K
19K $44K
GD
General Dynamics Corp

Industrials
1
+ 0.04%
$241.94 - $272.58 $242 - $273
2.59K $705K
SCHV
Schwab Strategic Tr Us Large C

ETFs
259
+ 0.85%
$25.77 - $27.6 $6.67K - $7.15K
30.8K $818K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
56
+ 5.74%
$408.78 - $448.82 $22.9K - $25.1K
1.03K $432K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
105
+ 3.52%
$110.75 - $119.78 $11.6K - $12.6K
3.09K $357K
SCHW
Schwab Charles Corp

Financial Services
30
+ 0.98%
$71.24 - $83.64 $2.14K - $2.51K
3.1K $242K
CYH
Community Health Systems Inc

Healthcare
7K
+ 30.43%
$2.54 - $3.92 $17.8K - $27.4K
30K $81K
GS
Goldman Sachs Group Inc

Financial Services
60
+ 6.99%
$524.81 - $672.19 $31.5K - $40.3K
918 $501K
TXN
Texas Instruments Inc

Technology
53
+ 2.76%
N/A
1.97K $383K
Activity Summary
Buys All Purchases 149 New Holdings 23 Increased Positions 126 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 1 Puts 0
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