Red Door Wealth Management, LLC Incresed Positions in Q2 2025

Red Door Wealth Management, LLC

  • $797 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SO
Southern CO

Utilities
4.07K
+ 27.71%
$84.91 - $92.56 $345K - $376K
18.7K $1.72M
IWM
Ishares Russell 2000 ETF

ETFs
1.27K
+ 65.48%
$174.82 - $215.79 $222K - $274K
3.21K $693K
VZ
Verizon Communications Inc

Communication Services
13K
+ 10.14%
$41.67 - $45.62 $542K - $594K
141K $6.12M
DHR
Danaher Corp

Healthcare
1.36K
+ 128.42%
$174.64 - $205.16 $238K - $279K
2.42K $477K
APO
Apollo Global Management, Inc.

Financial Services
1.44K
+ 23.65%
$108.68 - $145.07 $156K - $208K
7.5K $1.06M
PEP
Pepsico Inc

Consumer Defensive
7.05K
+ 18.06%
$128.02 - $151.37 $902K - $1.07M
46K $6.08M
CARR
Carrier Global Corp

Industrials
2.47K
+ 57.66%
$55.55 - $75.83 $137K - $187K
6.74K $493K
MCD
Mcdonalds Corp

Consumer Cyclical
1.15K
+ 20.11%
$285.55 - $321.23 $329K - $370K
6.88K $2.01M
KKR
Kkr & Co. Inc.

Financial Services
980
+ 19.13%
$92.79 - $134.29 $90.9K - $132K
6.1K $811K
PLD
Prologis, Inc.

Real Estate
4.76K
+ 11.09%
$89.76 - $112.34 $427K - $534K
47.6K $5.01M
ABBV
Abb Vie Inc.

Healthcare
6.22K
+ 15.78%
$170.16 - $206.27 $1.06M - $1.28M
45.6K $8.47M
IAU
Ishares Gold Trust

ETFs
879
+ 1.97%
$56.1 - $64.74 $49.3K - $56.9K
45.6K $2.84M
GE
General Electric CO

Industrials
227
+ 8.94%
$166.81 - $257.39 $37.9K - $58.4K
2.77K $711K
LOW
Lowes Companies Inc

Consumer Cyclical
1.16K
+ 23.36%
$210.83 - $235.28 $244K - $272K
6.1K $1.35M
MA
Mastercard Inc

Financial Services
330
+ 34.45%
$479.92 - $590.74 $158K - $195K
1.29K $723K
ACN
Accenture PLC

Technology
711
+ 56.79%
$279.23 - $323.21 $199K - $230K
1.96K $586K
IBM
International Business Machines Corp

Technology
134
+ 4.1%
$221.03 - $294.78 $29.6K - $39.5K
3.4K $1M
ETN
Eaton Corp PLC

Industrials
94
+ 5.23%
$246.52 - $356.99 $23.2K - $33.6K
1.89K $675K
CSCO
Cisco Systems, Inc.

Technology
488
+ 2.52%
$53.19 - $69.38 $26K - $33.9K
19.8K $1.38M
MO
Altria Group, Inc.

Consumer Defensive
3.2K
+ 27.56%
$55.56 - $60.91 $178K - $195K
14.8K $868K
MMM
3 M CO

Industrials
954
+ 31.37%
$126.09 - $154.15 $120K - $147K
4K $608K
PHYS
Sprott Physical Gold Trust

Financial Services
381
+ 0.33%
$22.82 - $26.29 $8.69K - $10K
115K $2.92M
BKNG
Booking Holdings Inc.

Consumer Cyclical
15
+ 25.86%
$4164.15 - $5789.24 $62.5K - $86.8K
73 $422K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
592
+ 3.82%
$55.54 - $69.09 $32.9K - $40.9K
16.1K $1.11M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.07K
+ 4.02%
$71.94 - $86.02 $77.3K - $92.4K
27.8K $2.38M
PGR
Progressive Corp

Financial Services
656
+ 27.19%
$255.27 - $288.74 $167K - $189K
3.07K $818K
LLY
Eli Lilly & CO

Healthcare
298
+ 13.93%
$713.71 - $898.95 $213K - $268K
2.44K $1.9M
EMR
Emerson Electric CO

Industrials
179
+ 4.13%
$94.15 - $133.33 $16.9K - $23.9K
4.52K $602K
BA
Boeing CO

Industrials
219
+ 11.45%
$136.59 - $217.51 $29.9K - $47.6K
2.13K $446K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
259
+ 1.13%
$39.89 - $49.46 $10.3K - $12.8K
23.2K $1.15M
BMY
Bristol Myers Squibb CO

Healthcare
5.55K
+ 52.39%
$44.12 - $59.6 $245K - $331K
16.1K $747K
PAYX
Paychex Inc

Industrials
775
+ 34.64%
$137.01 - $159.78 $106K - $124K
3.01K $438K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
15.5K
+ 1594.64%
$87.84 - $1441.89 $1.36M - $22.3M
16.5K $1.48M
RF
Regions Financial Corp

Financial Services
1.72K
+ 6.05%
$18.34 - $23.52 $31.5K - $40.4K
30.1K $707K
AMAT
Applied Materials Inc

Technology
163
+ 10.55%
$126.95 - $183.52 $20.7K - $29.9K
1.71K $312K
WFC
Wells Fargo & Company

Financial Services
216
+ 3.08%
$60.98 - $80.12 $13.2K - $17.3K
7.24K $579K
USB
Us Bancorp \De\

Financial Services
1.3K
+ 23.38%
$36.4 - $45.76 $47.4K - $59.6K
6.87K $310K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
891
+ 18.7%
$212.1 - $244.27 $189K - $218K
5.66K $1.24M
KO
Coca Cola CO

Consumer Defensive
1.17K
+ 9.98%
$68.37 - $73.9 $80.1K - $86.6K
12.9K $913K
VO
Vanguard Mid Cap ETF

ETFs
50
+ 2.25%
$228.54 - $279.83 $11.4K - $14K
2.27K $634K
GD
General Dynamics Corp

Industrials
2
+ 0.08%
$247.68 - $291.66 $495 - $583
2.59K $755K
ENB
Enbridge Inc

Energy
860
+ 16.64%
$41.09 - $47.16 $35.3K - $40.6K
6.03K $273K
SPGI
S&P Global Inc.

Financial Services
41
+ 3.7%
$438.31 - $527.29 $18K - $21.6K
1.15K $605K
FISV
Fiserv Inc

Technology
277
+ 9.77%
N/A
3.11K $389K
CMI
Cummins Inc

Industrials
73
+ 9.3%
$267.12 - $336.65 $19.5K - $24.6K
858 $280K
VT
Vanguard Total World Stk Index

ETFs
1
+ 0.04%
$103.16 - $128.52 $103 - $129
2.36K $303K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
18
+ 1.75%
$376.48 - $440.65 $6.78K - $7.93K
1.05K $462K
MCK
Mckesson Corp

Healthcare
9
+ 2.56%
$652.83 - $732.78 $5.88K - $6.6K
361 $264K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
1
+ 0.01%
$24.38 - $30.18 $24.4 - $30.2
10.6K $319K
Activity Summary
Buys All Purchases 184 New Holdings 51 Increased Positions 133 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 1 Puts 0
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