Red Door Wealth Management, LLC Sells in Q1 2025

Red Door Wealth Management, LLC

  • $645 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
-128K
- 86.92%
$58.74 - $64.87 $7.55M - $8.33M
19.3K $1.19M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.18K
- 19.81%
$551.42 - $612.93 $650K - $723K
4.77K $2.67M
CI
Cigna Corp

Healthcare
-2.06K
- 60.78%
$274.49 - $329.0 $567K - $679K
1.33K $438K
RF
Regions Financial Corp

Financial Services
-13.6K
- 32.45%
$20.84 - $24.77 $284K - $337K
28.4K $616K
IBM
International Business Machines Corp

Technology
-1.87K
- 36.45%
$217.4 - $264.74 $407K - $496K
3.27K $812K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-10.1K
- 52.56%
$26.53 - $29.63 $268K - $299K
9.11K $245K
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
-43
- 0.16%
$82.81 - $96.53 $3.56K - $4.15K
26.7K $2.24M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-373
- 30.25%
$522.96 - $601.18 $195K - $224K
860 $458K
FNDA
Schwab Fundamental U S Small C

ETFs
-6.32K
- 35.45%
$26.87 - $30.99 $170K - $196K
11.5K $315K
KKR
Kkr & Co. Inc.

Financial Services
-119
- 2.27%
$108.17 - $167.07 $12.9K - $19.9K
5.12K $592K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-1.82K
- 2.16%
$25.58 - $29.24 $46.6K - $53.3K
82.4K $2.16M
APO
Apollo Global Management, Inc.

Financial Services
-17
- 0.28%
$126.01 - $172.06 $2.14K - $2.93K
6.07K $830K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.85K
- 14.96%
$57.21 - $65.8 $106K - $121K
10.5K $612K
IEFA
Ishares Tr

ETFs
-2.19K
- 37.89%
$69.57 - $78.65 $152K - $172K
3.58K $271K
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
-6.88K
- 17.21%
$14.22 - $14.83 $97.9K - $102K
33.1K $478K
BDX
Becton Dickinson & CO

Healthcare
-404
- 26.39%
$222.79 - $249.08 $90K - $101K
1.13K $258K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-100
- 4.98%
$211.47 - $267.17 $21.1K - $26.7K
1.91K $403K
CAT
Caterpillar Inc

Industrials
-14
- 0.69%
$326.75 - $407.63 $4.57K - $5.71K
2.03K $669K
VV
Vanguard Large Cap ETF

ETFs
-69
- 2.11%
$253.32 - $282.66 $17.5K - $19.5K
3.21K $824K
PRU
Prudential Financial Inc

Financial Services
-222
- 5.03%
$105.04 - $122.33 $23.3K - $27.2K
4.19K $467K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 9.38%
$4295.4 - $5141.88 $25.8K - $30.9K
58 $267K
DHR
Danaher Corp

Healthcare
-95
- 8.23%
$201.62 - $250.59 $19.2K - $23.8K
1.06K $217K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-464
- 4.02%
$126.11 - $135.06 $58.5K - $62.7K
11.1K $1.43M
AMAT
Applied Materials Inc

Technology
-66
- 4.1%
$145.06 - $195.51 $9.57K - $12.9K
1.55K $224K
KD
Kyndryl Holdings, Inc.

Technology
-24
- 0.26%
$31.32 - $43.45 $752 - $1.04K
9.26K $290K
CMI
Cummins Inc

Industrials
-9
- 1.13%
$312.92 - $386.07 $2.82K - $3.47K
785 $246K
OKE
Oneok Inc

Energy
-72
- 0.5%
$89.57 - $109.85 $6.45K - $7.91K
14.4K $1.43M
DGX
Quest Diagnostics Inc

Healthcare
-150
- 4.73%
N/A
3.02K $414K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1K
- 6.67%
$11.22 - $11.8 $11.2K - $11.8K
14K $157K
FISV
Fiserv Inc

Technology
-106
- 3.61%
N/A
2.83K $354K
IWD
Ishares Russell 1000 Val ETF

ETFs
-93
- 3.83%
$182.82 - $196.21 $17K - $18.2K
2.34K $439K
DWAC
Digital World Acquisition Corp.

Financial Services
-5.57K
- 16.06%
N/A
29.1K $0
MMM
3 M CO

Industrials
-414
- 11.98%
$129.7 - $155.12 $53.7K - $64.2K
3.04K $446K
Grayscale Bitcoin Mini Tr Et
-55
- 0.27%
N/A
20.1K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
-29
- 2.54%
$308.86 - $455.36 $8.96K - $13.2K
1.11K $391K
SBUX
Starbucks Corp

Consumer Cyclical
-274
- 5.5%
$91.75 - $115.81 $25.1K - $31.7K
4.71K $462K
NUE
Nucor Corp

Basic Materials
-50
- 1.19%
$114.48 - $142.52 $5.72K - $7.13K
4.14K $498K
VEU
Vanguard Ftse All World Ex Us

ETFs
-240
- 3.17%
$56.51 - $62.98 $13.6K - $15.1K
7.33K $444K
PSX
Phillips 66

Energy
-83
- 3.64%
$113.93 - $131.55 $9.46K - $10.9K
2.2K $271K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-3.73K
- 1.72%
$27.01 - $28.54 $101K - $106K
213K $5.95M
BMY
Bristol Myers Squibb CO

Healthcare
-196
- 1.82%
$53.9 - $63.11 $10.6K - $12.4K
10.6K $646K
MDLZ
Mondelez International, Inc.

Consumer Defensive
-193
- 3.0%
$56.12 - $68.15 $10.8K - $13.2K
6.24K $423K
KO
Coca Cola CO

Consumer Defensive
-508
- 4.15%
$60.81 - $72.32 $30.9K - $36.7K
11.7K $840K
XOM
Exxon Mobil Corp

Energy
-2.46K
- 6.61%
$105.44 - $118.93 $259K - $292K
34.7K $4.12M
COST
Costco Wholesale Corp

Consumer Defensive
-258
- 1.86%
$890.62 - $1076.86 $230K - $278K
13.6K $12.9M
T
At&T Inc.

Communication Services
-308
- 0.89%
$21.56 - $28.28 $6.64K - $8.71K
34.1K $965K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-14
- 1.42%
$1187.71 - $1432.58 $16.6K - $20.1K
971 $1.39M
PM
Philip Morris International Inc.

Consumer Defensive
-165
- 0.88%
$117.15 - $158.79 $19.3K - $26.2K
18.6K $2.95M
Activity Summary
Buys All Purchases 149 New Holdings 23 Increased Positions 126 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 1 Puts 0
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