Red Door Wealth Management, LLC Reduced Holdings in Q2 2025

Red Door Wealth Management, LLC

  • $797 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
-12K
- 88.88%
$152.93 - $181.74 $1.83M - $2.18M
1.5K $272K
MAA
Mid America Apartment Communities Inc.

Real Estate
-606
- 1.67%
$145.91 - $168.0 $88.4K - $102K
35.8K $5.3M
PG
Procter & Gamble CO

Consumer Defensive
-497
- 0.93%
$157.66 - $172.39 $78.4K - $85.7K
53.1K $8.45M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.26K
- 0.59%
$24.32 - $27.87 $30.6K - $35.1K
212K $5.61M
OKE
Oneok Inc

Energy
-169
- 1.17%
$78.71 - $100.37 $13.3K - $17K
14.2K $1.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.19K
- 30.43%
$51.16 - $62.02 $163K - $198K
7.3K $452K
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.55K
- 34.79%
$54.19 - $67.22 $138K - $171K
4.78K $321K
HYG
Ishares Tr

ETFs
-1.73K
- 14.87%
$75.75 - $80.65 $131K - $140K
9.9K $798K
T
At&T Inc.

Communication Services
-3.12K
- 9.13%
$26.33 - $28.94 $82.1K - $90.2K
31K $897K
PRU
Prudential Financial Inc

Financial Services
-424
- 10.12%
$95.12 - $112.71 $40.3K - $47.8K
3.77K $404K
AEP
American Electric Power CO Inc

Utilities
-267
- 10.54%
$98.59 - $109.11 $26.3K - $29.1K
2.27K $235K
SHEL
Shell PLC

Energy
-348
- 6.22%
$59.75 - $73.05 $20.8K - $25.4K
5.25K $369K
TXN
Texas Instruments Inc

Technology
-206
- 10.44%
N/A
1.77K $343K
IWD
Ishares Russell 1000 Val ETF

ETFs
-281
- 12.02%
$166.82 - $194.23 $46.9K - $54.6K
2.06K $399K
CAT
Caterpillar Inc

Industrials
-380
- 18.73%
$273.94 - $388.21 $104K - $148K
1.65K $640K
VLO
Valero Energy Corp

Energy
-237
- 6.17%
$104.69 - $141.77 $24.8K - $33.6K
3.6K $484K
KD
Kyndryl Holdings, Inc.

Technology
-2.72K
- 29.34%
$27.77 - $41.96 $75.5K - $114K
6.55K $274K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-505
- 26.47%
$179.95 - $278.88 $90.9K - $141K
1.4K $391K
UL
Unilever PLC

Consumer Defensive
-371
- 5.49%
$57.9 - $65.43 $21.5K - $24.3K
6.39K $390K
NVO
Novo Nordisk A S

Healthcare
-100
- 1.04%
$58.08 - $81.05 $5.81K - $8.11K
9.51K $656K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-21
- 0.15%
$18.94 - $21.67 $398 - $455
14.4K $303K
VIG
Vanguard Dividend Appreciation

ETFs
-33
- 3.09%
N/A
1.03K $188K
SYK
Stryker Corp

Healthcare
-50
- 6.42%
$337.37 - $395.63 $16.9K - $19.8K
729 $288K
Ishares Bitcoin Trust ETF
-23.8K
- 18.09%
N/A
108K $0
Core Scientific Inc New
-14.6K
- 12.12%
N/A
106K $0
Lam Research Corp
-141
- 1.72%
N/A
8.04K $0
Core Scientific Inc New
-12.1K
- 23.9%
N/A
38.7K $0
Ge Vernova Inc
-212
- 24.23%
N/A
663 $0
Grayscale Bitcoin Mini Tr Et
-31
- 0.15%
N/A
20K $0
IEFA
Ishares Tr

ETFs
-245
- 6.84%
$67.83 - $84.09 $16.6K - $20.6K
3.34K $278K
FNDA
Schwab Fundamental U S Small C

ETFs
-35
- 0.3%
$23.85 - $28.69 $835 - $1K
11.5K $328K
NSC
Norfolk Southern Corp

Industrials
-70
- 3.96%
$206.34 - $257.46 $14.4K - $18K
1.7K $434K
AER
Aer Cap Holdings N.V.

Industrials
-106
- 4.91%
$88.97 - $117.24 $9.43K - $12.4K
2.05K $240K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-882
- 3.58%
$20.42 - $25.3 $18K - $22.3K
23.7K $600K
NUE
Nucor Corp

Basic Materials
-100
- 2.41%
$103.22 - $131.43 $10.3K - $13.1K
4.04K $523K
BTI
British American Tobacco P.L.C.

Consumer Defensive
-136
- 2.46%
$39.43 - $49.34 $5.36K - $6.71K
5.39K $254K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-150
- 0.49%
$23.55 - $27.67 $3.53K - $4.15K
30.7K $848K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-195
- 1.66%
$22.27 - $29.21 $4.34K - $5.7K
11.6K $338K
VV
Vanguard Large Cap ETF

ETFs
-155
- 4.83%
$228.25 - $285.3 $35.4K - $44.2K
3.05K $870K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-50
- 1.62%
$104.23 - $134.39 $5.21K - $6.72K
3.04K $408K
IGM
Ishares Expanded Tech Sector E

ETFs
-1
- 0.04%
$79.8 - $112.34 $79.8 - $112
2.67K $300K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-36
- 1.44%
$139.8 - $197.22 $5.03K - $7.1K
2.46K $485K
SPY
Spdr S&P 500 ETF Trust

ETFs
-312
- 6.54%
$496.48 - $617.85 $155K - $193K
4.46K $2.76M
FHN
First Horizon Corp

Financial Services
-57
- 0.11%
$16.21 - $21.2 $924 - $1.21K
50K $1.06M
VUG
Vanguard Growth ETF

ETFs
-14
- 0.94%
$329.49 - $438.4 $4.61K - $6.14K
1.47K $644K
CEG
Constellation Energy Corp

Utilities
-91
- 7.84%
$170.96 - $322.76 $15.6K - $29.4K
1.07K $345K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-613
- 0.98%
$17.76 - $22.1 $10.9K - $13.5K
61.9K $1.37M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-500
- 0.61%
$22.92 - $28.05 $11.5K - $14K
81.9K $2.3M
VTI
Vanguard Total Stock Market Et

ETFs
-503
- 3.76%
$243.75 - $303.93 $123K - $153K
12.9K $3.91M
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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