Red Door Wealth Management, LLC Portfolio Holdings
Red Door Wealth Management, LLC
- $572 Million
- Q3 2024
Red Door Wealth Management, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $572 Million distributed in 217 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 $35.6M, Apple Inc. with a value of $28.1M, Schwab Strategic Tr Us Large C with a value of $27.8M, Nvidia Corp with a value of $25.9M, and Microsoft Corp with a value of $23.8M.
Examining the 13F form we can see an increase of $28.8M in the current position value, from $543M to 572M.
Below you can find more details about Red Door Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$572 Million
Technology: $118 Million
ETFs: $100 Million
Financial Services: $85.8 Million
Healthcare: $57.7 Million
Consumer Cyclical: $48.8 Million
Industrials: $47.7 Million
Consumer Defensive: $45.6 Million
Communication Services: $27.7 Million
Other: $40 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 217
- Current Value $572 Million
- Prior Value $543 Million
- Filing
- Period Q3 2024
- Filing Date October 16, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 26 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 41 stocks