Red Door Wealth Management, LLC Incresed Positions in Q4 2024

Red Door Wealth Management, LLC

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LENB
Lennar Corporation Cl B
3.03K
+ 5.53%
N/A
57.8K $0
COP
Conocophillips

Energy
262
+ 5.96%
$95.12 - $114.72 $24.9K - $30.1K
4.66K $461K
HDV
Ishares Core High Dividend ETF

ETFs
550
+ 4.58%
$110.82 - $121.28 $61K - $66.7K
12.6K $1.41M
PFFA
Etfis Ser Tr I

ETFs
242
+ 2.26%
$21.82 - $23.21 $5.28K - $5.62K
11K $240K
KO
Coca Cola CO

Consumer Defensive
1.59K
+ 14.9%
$61.74 - $71.71 $98.1K - $114K
12.3K $762K
NSC
Norfolk Southern Corp

Industrials
53
+ 3.75%
$230.6 - $277.0 $12.2K - $14.7K
1.47K $344K
VTV
Vanguard Value ETF

ETFs
7
+ 0.21%
$168.32 - $181.87 $1.18K - $1.27K
3.27K $553K
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 0.25%
$516.5 - $619.58 $1.03K - $1.24K
814 $420K
FNDB
Schwab Fundamental U S Broad M

ETFs
57.8K
+ 200.0%
$23.07 - $70.32 $1.33M - $4.06M
86.7K $2.02M
RTX
Raytheon Technologies Corp

Industrials
215
+ 2.62%
$114.45 - $127.21 $24.6K - $27.4K
8.42K $973K
SBUX
Starbucks Corp

Consumer Cyclical
118
+ 2.42%
$87.44 - $102.5 $10.3K - $12.1K
4.99K $454K
GE
General Electric CO

Industrials
56
+ 4.03%
$159.95 - $194.23 $8.96K - $10.9K
1.44K $240K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.01K
+ 7.0%
$58.88 - $64.8 $59.7K - $65.7K
15.5K $913K
STWD
Starwood Property Trust, Inc.

Real Estate
3
+ 0.01%
$18.95 - $20.37 $56.8 - $61.1
20.2K $382K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
78
+ 1.72%
$209.89 - $233.24 $16.4K - $18.2K
4.61K $979K
PG
Procter & Gamble CO

Consumer Defensive
1.46K
+ 2.89%
$161.05 - $179.7 $235K - $263K
52.1K $8.73M
CAT
Caterpillar Inc

Industrials
64
+ 3.23%
$360.37 - $416.88 $23.1K - $26.7K
2.04K $741K
MDLZ
Mondelez International, Inc.

Consumer Defensive
638
+ 11.02%
$59.25 - $72.99 $37.8K - $46.6K
6.43K $384K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.01%
$57.29 - $63.1 $57.3 - $63.1
7.57K $434K
IEFA
Ishares Tr

ETFs
15
+ 0.26%
$70.06 - $77.43 $1.05K - $1.16K
5.77K $405K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.42K
+ 78.35%
$25.33 - $51.16 $188K - $380K
16.9K $436K
DHR
Danaher Corp

Healthcare
16
+ 1.41%
$226.16 - $274.52 $3.62K - $4.39K
1.15K $264K
CYH
Community Health Systems Inc

Healthcare
3K
+ 15.0%
$2.99 - $5.99 $8.97K - $18K
23K $68K
UL
Unilever PLC

Consumer Defensive
455
+ 4.67%
$56.7 - $64.64 $25.8K - $29.4K
10.2K $578K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
609
+ 2.83%
$44.04 - $49.49 $26.8K - $30.1K
22.2K $975K
PHM
Pultegroup Inc

Consumer Cyclical
34
+ 1.87%
$108.86 - $149.04 $3.7K - $5.07K
1.85K $201K
GD
General Dynamics Corp

Industrials
1
+ 0.04%
$260.28 - $314.03 $260 - $314
2.59K $682K
LOW
Lowes Companies Inc

Consumer Cyclical
51
+ 1.07%
$244.52 - $284.07 $12.5K - $14.5K
4.8K $1.18M
NUE
Nucor Corp

Basic Materials
150
+ 3.71%
$115.78 - $167.74 $17.4K - $25.2K
4.19K $489K
PEP
Pepsico Inc

Consumer Defensive
2.57K
+ 7.81%
$151.29 - $176.1 $389K - $452K
35.4K $5.39M
LLY
Eli Lilly & CO

Healthcare
10
+ 0.49%
$727.2 - $932.06 $7.27K - $9.32K
2.06K $1.59M
VZ
Verizon Communications Inc

Communication Services
5.48K
+ 5.15%
$39.6 - $45.21 $217K - $248K
112K $4.47M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
143K
+ 194.07%
$26.93 - $84.95 $3.85M - $12.1M
217K $5.92M
QCOM
Qualcomm Inc

Technology
2.5K
+ 5.82%
$150.4 - $178.04 $375K - $444K
45.4K $6.97M
PLD
Prologis, Inc.

Real Estate
2.26K
+ 6.36%
$101.4 - $126.96 $229K - $287K
37.8K $4M
ADBE
Adobe Inc.

Technology
447
+ 4.1%
$437.39 - $552.96 $196K - $247K
11.4K $5.05M
AMT
American Tower Corp

Real Estate
1.19K
+ 6.74%
$179.4 - $232.01 $213K - $275K
18.8K $3.45M
MRK
Merck & Co., Inc.

Healthcare
3.61K
+ 5.06%
$96.31 - $114.76 $348K - $415K
75.1K $7.47M
LMT
Lockheed Martin Corp

Industrials
647
+ 6.58%
$479.66 - $614.62 $310K - $398K
10.5K $5.09M
UNH
Unitedhealth Group Inc

Healthcare
1.15K
+ 6.83%
$485.52 - $625.25 $558K - $718K
18K $9.09M
TDG
Trans Digm Group Inc

Industrials
325
+ 4.39%
$1239.0 - $1442.53 $403K - $469K
7.73K $9.79M
AMGN
Amgen Inc

Healthcare
1.24K
+ 4.45%
$258.78 - $328.31 $321K - $407K
29.2K $7.6M
HCA
Hca Healthcare, Inc.

Healthcare
321
+ 1.5%
$297.52 - $415.61 $95.5K - $133K
21.7K $6.5M
Activity Summary
Buys All Purchases 171 New Holdings 27 Increased Positions 144 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Red Door Wealth Management, LLC Portfolio

Follow Red Door Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Red Door Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Red Door Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email