Rede Wealth, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $238 Million distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $136M, Apple Inc. with a value of $8.66M, Ishares Core S&P Total U.S. St with a value of $8.01M, Johnson & Johnson with a value of $6.02M, and Ishares Core S&P 500 ETF with a value of $4.9M.

Examining the 13F form we can see an increase of $27.7M in the current position value, from $211M to 238M.

Below you can find more details about Rede Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $238 Million
Financial Services: $143 Million
ETFs: $47.5 Million
Technology: $19.4 Million
Healthcare: $8.37 Million
Consumer Cyclical: $6.79 Million
Energy: $4.31 Million
Industrials: $4.17 Million
Communication Services: $2.72 Million
Other: $1.79 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 159
  • Current Value $238 Million
  • Prior Value $211 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 03, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 6 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
Track This Portfolio

Track Rede Wealth, LLC Portfolio

Follow Rede Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rede Wealth, LLC, based on Form 13F filings with the SEC.


Stay updated on Rede Wealth, LLC with notifications on news.