Rede Wealth, LLC Portfolio Holdings

Rede Wealth, LLC

  • $258 Million
  • Q4 2024

Rede Wealth, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $258 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $143M, Apple Inc. with a value of $12.4M, Ishares Core S&P Total U.S. St with a value of $8.65M, Ishares Core S&P 500 ETF with a value of $6.12M, and Amazon Com Inc with a value of $5.66M.

Examining the 13F form we can see an decrease of $1.75M in the current position value, from $260M to 258M.

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

Portfolio value $258 Million
Financial Services: $151 Million
ETFs: $53 Million
Technology: $25 Million
Consumer Cyclical: $7.95 Million
Healthcare: $7.57 Million
Energy: $4.19 Million
Industrials: $4.16 Million
Communication Services: $3.05 Million
Other: $1.85 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$423B
$143 Million 55.4% of portfolio
210
Q4 2024 Reduced 0.47%
$3.85T
$12.4 Million 4.82% of portfolio
49,670
Q4 2024 Reduced 1.46%
$0
$8.65 Million 3.35% of portfolio
67,220
Q4 2024 Reduced 0.98%
$0
$6.12 Million 2.37% of portfolio
10,398
Q4 2024 Reduced 1.65%
$2.42T
$5.66 Million 2.19% of portfolio
25,778
Q4 2024 Reduced 0.31%
$395B
$5.53 Million 2.14% of portfolio
38,258
Q4 2024 Added 0.45%
$611B
$4.36 Million 1.69% of portfolio
9,621
Q4 2024 Added 15.18%
$308B
$4.17 Million 1.62% of portfolio
31,072
Q4 2024 Added 2.48%
$3.3T
$3.63 Million 1.41% of portfolio
8,613
Q4 2024 Reduced 0.15%
$0
$3.08 Million 1.19% of portfolio
5,249
Q4 2024 Reduced 1.56%
$0
$2.51 Million 0.97% of portfolio
104,404
Q4 2024 Added 92.0%
$0
$2.45 Million 0.95% of portfolio
48,853
Q4 2024 Added 3.05%
$453B
$2.24 Million 0.87% of portfolio
20,820
Q4 2024 Added 0.81%
$0
$2.12 Million 0.82% of portfolio
24,108
Q4 2024 Added 8.57%
$41.3B
$1.98 Million 0.77% of portfolio
7,977
Q4 2024 Added 2.02%
$0
$1.81 Million 0.7% of portfolio
37,350
Q4 2024 Reduced 0.29%
$503B
$1.7 Million 0.66% of portfolio
3,366
Q4 2024 Reduced 6.99%
$0
$1.6 Million 0.62% of portfolio
7,579
Q4 2024 Added 2.93%
$0
$1.33 Million 0.51% of portfolio
56,571
Q4 2024 Added 21.23%
$0
$1.29 Million 0.5% of portfolio
13,315
Q4 2024 Reduced 4.67%
$151B
$1.18 Million 0.46% of portfolio
7,265
Q4 2024 Added 1.4%
$435B
$1.17 Million 0.45% of portfolio
1,318
Q4 2024 Reduced 1.27%
$394B
$1.14 Million 0.44% of portfolio
6,804
Q4 2024 Added 1.36%
$0
$1.08 Million 0.42% of portfolio
41,832
Q4 2024 Added 102.54%
$213B
$1.05 Million 0.41% of portfolio
3,634
Q4 2024 Reduced 0.11%
$0
$984,000 0.38% of portfolio
12,925
Q4 2024 Reduced 18.64%
$1.66B
$958,000 0.37% of portfolio
36,610
Q4 2024 Added 1.78%
$0
$896,000 0.35% of portfolio
32,346
Q4 2024 Added 191.51%
$0
$883,000 0.34% of portfolio
8,380
Q4 2024 Added 19.19%
$73.2B
$854,000 0.33% of portfolio
27,256
Q4 2024 Reduced 3.9%
$782B
$853,000 0.33% of portfolio
3,562
Q4 2024 Reduced 3.89%
$0
$861,000 0.33% of portfolio
35,473
Q4 2024 Added 117.68%
$125B
$837,000 0.32% of portfolio
2,861
Q4 2024 Reduced 0.83%
$1.23T
$788,000 0.31% of portfolio
1,952
Q4 2024 Added 0.41%
$0
$796,000 0.31% of portfolio
25,423
Q4 2024 New
$0
$776,000 0.3% of portfolio
4,868
Q4 2020 New
$549B
$744,000 0.29% of portfolio
2,356
Q4 2024 Reduced 1.63%
$0
$736,000 0.29% of portfolio
31,782
Q4 2024 Added 200.0%
$0
$742,000 0.29% of portfolio
6,734
Q4 2024 Reduced 4.41%
$169B
$699,000 0.27% of portfolio
17,502
Q4 2024 Reduced 1.6%
$75.9B
$681,000 0.26% of portfolio
1,898
Q4 2020 New
$0
$653,000 0.25% of portfolio
5,658
Q4 2024 Added 0.95%
$523B
$641,000 0.25% of portfolio
1,219
Q4 2024 Added 1.16%
$0
$633,000 0.25% of portfolio
9,049
Q2 2024 Reduced 34.79%
$0
$657,000 0.25% of portfolio
3,883
Q4 2024 Reduced 40.95%
$0
$599,000 0.23% of portfolio
6,552
Q4 2024 Added 5.51%
$0
$598,000 0.23% of portfolio
6,528
Q4 2024 Added 6.96%
$59.4B
$598,000 0.23% of portfolio
2,550
Q3 2022 Reduced 20.31%
$139B
$564,000 0.22% of portfolio
5,312
Q4 2024 Reduced 1.02%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $258 Million
  • Prior Value $260 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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