Red Door Wealth Management, LLC Incresed Positions in Q3 2024

Red Door Wealth Management, LLC

  • $572 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.35K
+ 1.77%
$405.19 - $478.57 $545K - $644K
77.3K $35.6M
AAPL
Apple Inc.

Technology
7.75K
+ 6.85%
$207.23 - $234.82 $1.61M - $1.82M
121K $28.1M
WMT
Walmart Inc.

Consumer Defensive
7.48K
+ 6.06%
$66.91 - $81.4 $501K - $609K
131K $10.6M
AMZN
Amazon Com Inc

Consumer Cyclical
14.4K
+ 16.3%
$161.02 - $200.0 $2.32M - $2.88M
103K $19.1M
HD
Home Depot, Inc.

Consumer Cyclical
1.76K
+ 7.96%
$333.64 - $405.2 $589K - $715K
23.9K $9.69M
HCA
Hca Healthcare, Inc.

Healthcare
664
+ 3.21%
$315.12 - $406.43 $209K - $270K
21.3K $8.67M
UNH
Unitedhealth Group Inc

Healthcare
680
+ 4.21%
$488.01 - $604.18 $332K - $411K
16.8K $9.84M
SCHX
Schwab Strategic Tr Us Large C

ETFs
906
+ 0.22%
$61.11 - $67.85 $55.4K - $61.5K
410K $27.8M
TDG
Trans Digm Group Inc

Industrials
315
+ 4.44%
$1202.03 - $1427.41 $379K - $450K
7.4K $10.6M
LMT
Lockheed Martin Corp

Industrials
497
+ 5.32%
$460.3 - $584.56 $229K - $291K
9.83K $5.75M
JPM
Jpmorgan Chase & CO

Financial Services
2.82K
+ 4.55%
$194.9 - $224.8 $550K - $635K
64.9K $13.7M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.72K
+ 8.98%
$57.22 - $80.08 $213K - $298K
45.2K $3.53M
CSCO
Cisco Systems, Inc.

Technology
6.4K
+ 4.98%
$44.74 - $53.22 $286K - $341K
135K $7.18M
JNJ
Johnson & Johnson

Healthcare
1.67K
+ 3.38%
$145.48 - $167.38 $243K - $280K
51.1K $8.29M
DAR
Darling Ingredients Inc.

Consumer Defensive
26.2K
+ 28.8%
$33.99 - $41.78 $889K - $1.09M
117K $4.35M
V
Visa Inc.

Financial Services
2.24K
+ 7.19%
$253.74 - $291.56 $568K - $653K
33.4K $9.18M
AMT
American Tower Corp

Real Estate
1.26K
+ 7.73%
$192.27 - $242.73 $243K - $307K
17.6K $4.09M
MSFT
Microsoft Corp

Technology
4.11K
+ 8.05%
$395.15 - $467.56 $1.63M - $1.92M
55.2K $23.8M
COST
Costco Wholesale Corp

Consumer Defensive
486
+ 3.83%
$801.83 - $917.05 $390K - $446K
13.2K $11.7M
DUK
Duke Energy Corp

Utilities
2.8K
+ 7.51%
$99.35 - $117.71 $278K - $329K
40.1K $4.62M
PG
Procter & Gamble CO

Consumer Defensive
2.8K
+ 5.85%
$160.76 - $177.82 $449K - $497K
50.6K $8.76M
AMGN
Amgen Inc

Healthcare
1.56K
+ 5.94%
$309.38 - $337.38 $484K - $528K
27.9K $8.99M
PLD
Prologis, Inc.

Real Estate
2.13K
+ 6.35%
$111.95 - $132.43 $238K - $281K
35.6K $4.49M
CRM
Salesforce, Inc.

Technology
1.58K
+ 8.93%
$238.42 - $276.53 $376K - $436K
19.2K $5.26M
VZ
Verizon Communications Inc

Communication Services
7.97K
+ 8.1%
$38.89 - $45.0 $310K - $359K
106K $4.78M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.18K
+ 49.68%
$475.2 - $527.7 $559K - $621K
3.54K $1.87M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
5.43K
+ 26.73%
$82.38 - $93.84 $447K - $509K
25.7K $2.38M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.04K
+ 2.85%
$77.02 - $85.06 $157K - $174K
73.7K $6.23M
AZO
Autozone Inc

Consumer Cyclical
2
+ 0.06%
$2815.0 - $3212.87 $5.63K - $6.43K
3.47K $10.9M
PEP
Pepsico Inc

Consumer Defensive
2.14K
+ 6.97%
$161.9 - $179.3 $347K - $384K
32.9K $5.59M
SPY
Spdr S&P 500 ETF Trust

ETFs
683
+ 19.54%
$517.38 - $573.86 $353K - $392K
4.18K $2.4M
TSLA
Tesla, Inc.

Consumer Cyclical
1.19K
+ 50.47%
$191.76 - $263.26 $227K - $312K
3.53K $924K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.34K
+ 10.6%
$162.83 - $179.16 $218K - $240K
14K $2.51M
ABBV
Abb Vie Inc.

Healthcare
785
+ 7.73%
$163.84 - $199.33 $129K - $156K
10.9K $2.16M
PM
Philip Morris International Inc.

Consumer Defensive
563
+ 3.27%
$101.25 - $127.45 $57K - $71.8K
17.8K $2.16M
LOW
Lowes Companies Inc

Consumer Cyclical
710
+ 17.58%
$213.3 - $270.78 $151K - $192K
4.75K $1.29M
PFE
Pfizer Inc

Healthcare
8K
+ 5.14%
$27.7 - $31.39 $222K - $251K
164K $4.74M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
323
+ 0.4%
$59.93 - $66.52 $19.4K - $21.5K
81.4K $5.42M
ROP
Roper Technologies Inc

Industrials
620
+ 8.12%
$515.25 - $576.55 $319K - $357K
8.25K $4.59M
IAU
Ishares Gold Trust

ETFs
2.29K
+ 7.56%
$44.06 - $50.5 $101K - $116K
32.6K $1.62M
QQQ
Invesco Qqq Trust, Series 1

ETFs
462
+ 13.84%
$434.77 - $502.96 $201K - $232K
3.8K $1.85M
SPGI
S&P Global Inc.

Financial Services
405
+ 71.81%
$446.32 - $527.38 $181K - $214K
969 $500K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.46K
+ 56.69%
$57.32 - $62.65 $198K - $217K
9.56K $595K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.15K
+ 53.63%
$96.25 - $101.98 $207K - $219K
6.16K $624K
BAC
Bank Of America Corp

Financial Services
6.17K
+ 3.83%
$36.65 - $44.13 $226K - $272K
167K $6.65M
SO
Southern CO

Utilities
533
+ 3.83%
$77.0 - $90.52 $41K - $48.2K
14.5K $1.3M
NFLX
Netflix Inc

Communication Services
151
+ 5.42%
$598.55 - $722.26 $90.4K - $109K
2.94K $2.08M
KO
Coca Cola CO

Consumer Defensive
1.78K
+ 20.04%
$62.69 - $73.01 $112K - $130K
10.7K $766K
OKE
Oneok Inc

Energy
674
+ 4.95%
$78.62 - $95.27 $53K - $64.2K
14.3K $1.3M
Activity Summary
Buys All Purchases 132 New Holdings 26 Increased Positions 106 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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