Red Door Wealth Management, LLC Reduced Holdings in Q3 2025

Red Door Wealth Management, LLC

  • $885 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BAC
Bank Of America Corp

Financial Services
-175K
- 93.64%
$44.92 - $52.42 $7.88M - $9.19M
11.9K $614K
HON
Honeywell International Inc

Industrials
-26.7K
- 87.52%
$207.7 - $240.4 $5.54M - $6.42M
3.81K $801K
DAR
Darling Ingredients Inc.

Consumer Defensive
-6.01K
- 3.91%
$29.74 - $39.45 $179K - $237K
148K $4.56M
COST
Costco Wholesale Corp

Consumer Defensive
-67
- 0.39%
$915.95 - $994.57 $61.4K - $66.6K
17.1K $15.8M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-4.54K
- 80.32%
$196.15 - $217.83 $891K - $990K
1.11K $224K
AMT
American Tower Corp

Real Estate
-863
- 3.36%
$192.32 - $232.35 $166K - $201K
24.9K $4.78M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-2.56K
- 69.08%
$339.37 - $366.46 $870K - $939K
1.15K $419K
PM
Philip Morris International Inc.

Consumer Defensive
-2.4K
- 12.97%
$157.77 - $183.27 $379K - $440K
16.1K $2.62M
ADBE
Adobe Inc.

Technology
-695
- 4.68%
$333.65 - $392.1 $232K - $273K
14.1K $4.99M
CSCO
Cisco Systems, Inc.

Technology
-8.46K
- 42.68%
$66.2 - $71.79 $560K - $607K
11.4K $777K
MAA
Mid America Apartment Communities Inc.

Real Estate
-1
- -0.0%
$138.38 - $153.2 $138 - $153
35.8K $5M
IWM
Ishares Russell 2000 ETF

ETFs
-1.46K
- 45.45%
$214.92 - $244.84 $314K - $357K
1.75K $423K
ACN
Accenture PLC

Technology
-421
- 21.45%
$232.56 - $304.78 $97.9K - $128K
1.54K $380K
FHN
First Horizon Corp

Financial Services
-12.1K
- 24.13%
$21.16 - $23.23 $255K - $280K
37.9K $857K
KRUS
Kura Sushi Usa, Inc.

Consumer Cyclical
-866
- 20.21%
$59.41 - $95.83 $51.4K - $83K
3.42K $203K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-40
- 1.88%
$159.87 - $247.68 $6.39K - $9.91K
2.08K $370K
AMGN
Amgen Inc

Healthcare
-813
- 2.39%
$271.18 - $309.22 $220K - $251K
33.2K $9.36M
PAYX
Paychex Inc

Industrials
-511
- 16.97%
$126.69 - $147.99 $64.7K - $75.6K
2.5K $317K
CARR
Carrier Global Corp

Industrials
-136
- 2.02%
$58.75 - $80.73 $7.99K - $11K
6.61K $394K
PGR
Progressive Corp

Financial Services
-112
- 3.65%
$238.61 - $264.3 $26.7K - $29.6K
2.96K $730K
IWY
Ishares Tr Russell 200 Growth

ETFs
-296
- 26.59%
$243.93 - $275.62 $72.2K - $81.6K
817 $223K
VHT
Vanguard Health Care ETF

ETFs
-236
- 21.89%
$239.12 - $259.95 $56.4K - $61.3K
842 $218K
WFC
Wells Fargo & Company

Financial Services
-874
- 12.08%
$77.05 - $85.16 $67.3K - $74.4K
6.36K $533K
SBUX
Starbucks Corp

Consumer Cyclical
-79
- 1.61%
$81.9 - $96.86 $6.47K - $7.65K
4.82K $408K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-151
- 2.4%
$60.9 - $70.75 $9.2K - $10.7K
6.15K $384K
ABT
Abbott Laboratories

Healthcare
-26
- 0.21%
$120.51 - $136.62 $3.13K - $3.55K
12.5K $1.67M
VUG
Vanguard Growth ETF

ETFs
-183
- 12.45%
$433.97 - $484.08 $79.4K - $88.6K
1.29K $617K
PSA
Public Storage

Real Estate
-64
- 5.48%
$271.94 - $298.09 $17.4K - $19.1K
1.1K $318K
EMR
Emerson Electric CO

Industrials
-69
- 1.53%
$128.6 - $149.63 $8.87K - $10.3K
4.45K $583K
KKR
Kkr & Co. Inc.

Financial Services
-3
- 0.05%
$129.95 - $152.16 $390 - $456
6.1K $792K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-179
- 3.3%
$100.16 - $100.7 $17.9K - $18K
5.25K $528K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-6.81K
- 3.22%
$26.38 - $27.95 $180K - $190K
205K $5.59M
UL
Unilever PLC

Consumer Defensive
-64
- 1.0%
$58.43 - $65.01 $3.74K - $4.16K
6.32K $374K
SHEL
Shell PLC

Energy
-256
- 4.88%
$69.82 - $73.93 $17.9K - $18.9K
4.99K $357K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-124
- 2.4%
$55.61 - $57.37 $6.9K - $7.11K
5.05K $288K
AEP
American Electric Power CO Inc

Utilities
-225
- 9.93%
$103.26 - $115.0 $23.2K - $25.9K
2.04K $229K
Tempus Ai Inc
-103
- 3.32%
N/A
3K $0
Ishares Bitcoin Trust ETF
-20.7K
- 19.22%
N/A
87K $0
DWAC
Digital World Acquisition Corp.

Financial Services
-109
- 0.31%
N/A
35K $0
REKR
Rekor Systems, Inc.

Technology
-3.2K
- 20.0%
$1.05 - $1.89 $3.36K - $6.05K
12.8K $19K
MCK
Mckesson Corp

Healthcare
-16
- 4.43%
$659.01 - $772.54 $10.5K - $12.4K
345 $266K
PFE
Pfizer Inc

Healthcare
-253
- 2.88%
$23.29 - $25.88 $5.89K - $6.55K
8.52K $217K
TRV
Travelers Companies, Inc.

Financial Services
-27
- 2.05%
$250.62 - $279.43 $6.77K - $7.54K
1.29K $360K
SFBS
Servis First Bancshares, Inc.

Financial Services
-375
- 2.7%
$76.69 - $89.24 $28.8K - $33.5K
13.5K $1.09M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-19
- 1.81%
$435.72 - $463.74 $8.28K - $8.81K
1.03K $477K
IYY
Ishares Tr

ETFs
-5
- 0.36%
$150.75 - $162.82 $754 - $814
1.4K $227K
IBB
Ishares Biotechnology ETF

ETFs
-101
- 5.73%
$127.63 - $144.37 $12.9K - $14.6K
1.66K $239K
NEE
Nextera Energy Inc

Utilities
-170
- 3.31%
$69.77 - $77.54 $11.9K - $13.2K
4.96K $374K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.78K
- 4.62%
$28.15 - $30.13 $107K - $114K
78.2K $2.32M
Activity Summary
Buys All Purchases 157 New Holdings 30 Increased Positions 127 Sells All Sells 79 Reductions 79 Sold out 0 Options Calls 1 Puts 0
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