Red Door Wealth Management, LLC Portfolio Holdings
Red Door Wealth Management, LLC
- $619 Million
- Q4 2024
Red Door Wealth Management, LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $619 Million distributed in 227 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $36M, Apple Inc. with a value of $34.3M, Nvidia Corp with a value of $30.9M, Schwab Strategic Tr Us Large C with a value of $29.3M, and Microsoft Corp with a value of $25M.
Examining the 13F form we can see an increase of $47M in the current position value, from $572M to 619M.
Below you can find more details about Red Door Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$619 Million
Technology: $139 Million
ETFs: $109 Million
Financial Services: $95.5 Million
Consumer Cyclical: $54.4 Million
Healthcare: $53.5 Million
Consumer Defensive: $47.9 Million
Industrials: $47.5 Million
Communication Services: $32.4 Million
Other: $40.6 Million
Stock Holdings Table ETFs Only
Summary
- Portfolio
- No. of Stocks 227
- Current Value $619 Million
- Prior Value $572 Million
- Filing
- Period Q4 2024
- Filing Date January 17, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 27 stocks
- Additional Purchases 144 stocks
- Sold out of 0 stocks
- Reduced holdings in 30 stocks