Rede Wealth, LLC Portfolio Holdings

Rede Wealth, LLC

  • $281 Million
  • Q1 2025

Rede Wealth, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $281 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $168M, Apple Inc. with a value of $11M, Ishares Core S&P Total U.S. St with a value of $8.47M, Johnson & Johnson with a value of $6.27M, and Ishares Core S&P 500 ETF with a value of $5.85M.

Examining the 13F form we can see an increase of $22.7M in the current position value, from $258M to 281M.

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

Portfolio value $281 Million
Financial Services: $177 Million
ETFs: $53 Million
Technology: $21.6 Million
Healthcare: $8.3 Million
Consumer Cyclical: $6.95 Million
Energy: $4.53 Million
Industrials: $3.82 Million
Communication Services: $3.22 Million
Other: $2.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$463B
$168 Million 59.71% of portfolio
210
Q4 2024 Reduced 0.47%
$3.39T
$11 Million 3.92% of portfolio
49,612
Q1 2025 Reduced 0.12%
$0
$8.47 Million 3.01% of portfolio
69,380
Q1 2025 Added 3.21%
$403B
$6.27 Million 2.23% of portfolio
37,799
Q1 2025 Reduced 1.2%
$0
$5.85 Million 2.08% of portfolio
10,413
Q1 2025 Added 0.14%
$694B
$5.12 Million 1.82% of portfolio
9,612
Q1 2025 Reduced 0.09%
$2.13T
$4.89 Million 1.74% of portfolio
25,722
Q1 2025 Reduced 0.22%
$307B
$3.38 Million 1.2% of portfolio
31,220
Q1 2025 Added 0.48%
$3.35T
$3.25 Million 1.16% of portfolio
8,659
Q1 2025 Added 0.53%
$0
$2.93 Million 1.04% of portfolio
5,229
Q1 2025 Reduced 0.38%
$0
$2.92 Million 1.04% of portfolio
58,775
Q1 2025 Added 20.31%
$455B
$2.41 Million 0.86% of portfolio
20,251
Q1 2025 Reduced 2.73%
$0
$2.39 Million 0.85% of portfolio
98,231
Q1 2025 Reduced 5.91%
$0
$1.94 Million 0.69% of portfolio
24,191
Q1 2025 Added 0.34%
$0
$1.86 Million 0.66% of portfolio
26,709
Q1 2025 Added 0.64%
$0
$1.68 Million 0.6% of portfolio
33,687
Q1 2025 Reduced 9.81%
$0
$1.56 Million 0.56% of portfolio
8,091
Q1 2025 Added 6.76%
$0
$1.44 Million 0.51% of portfolio
61,676
Q1 2025 Added 9.02%
$29.4B
$1.38 Million 0.49% of portfolio
8,027
Q1 2025 Added 0.63%
$0
$1.32 Million 0.47% of portfolio
13,307
Q1 2025 Reduced 0.06%
$494B
$1.23 Million 0.44% of portfolio
1,314
Q1 2025 Reduced 0.3%
$381B
$1.16 Million 0.41% of portfolio
6,796
Q1 2025 Reduced 0.12%
$2B
$1.14 Million 0.41% of portfolio
36,532
Q1 2025 Reduced 0.21%
$229B
$1.14 Million 0.4% of portfolio
3,634
Q4 2024 Reduced 0.11%
$0
$1.1 Million 0.39% of portfolio
44,060
Q1 2025 Added 24.21%
$145B
$1.05 Million 0.38% of portfolio
7,265
Q4 2024 Added 1.4%
$0
$1.03 Million 0.37% of portfolio
43,852
Q1 2025 Added 4.83%
$0
$958,000 0.34% of portfolio
28,089
Q1 2025 Added 10.49%
$68.3B
$933,000 0.33% of portfolio
27,329
Q1 2025 Added 0.27%
$128B
$873,000 0.31% of portfolio
2,859
Q1 2025 Reduced 0.07%
$763B
$860,000 0.31% of portfolio
3,509
Q1 2025 Reduced 1.49%
$0
$862,000 0.31% of portfolio
32,928
Q1 2025 Added 1.8%
$582B
$806,000 0.29% of portfolio
2,300
Q1 2025 Reduced 2.38%
$181B
$789,000 0.28% of portfolio
17,402
Q1 2025 Reduced 0.57%
$0
$751,000 0.27% of portfolio
10,142
Q1 2025 Reduced 21.53%
$73.1B
$757,000 0.27% of portfolio
1,898
Q4 2020 New
$0
$701,000 0.25% of portfolio
31,782
Q4 2024 Added 200.0%
$0
$676,000 0.24% of portfolio
9,049
Q2 2024 Reduced 34.79%
$552B
$668,000 0.24% of portfolio
1,219
Q4 2024 Added 1.16%
$0
$687,000 0.24% of portfolio
3,982
Q1 2025 Added 2.55%
$0
$683,000 0.24% of portfolio
4,868
Q4 2020 New
$192B
$656,000 0.23% of portfolio
23,230
Q1 2025 Added 0.91%
$0
$635,000 0.23% of portfolio
25,212
Q1 2025 Added 21.6%
$0
$622,000 0.22% of portfolio
5,896
Q1 2025 Reduced 29.64%
$0
$622,000 0.22% of portfolio
6,074
Q1 2025 Reduced 9.8%
$55.4B
$585,000 0.21% of portfolio
2,474
Q1 2025 Reduced 2.98%
$0
$602,000 0.21% of portfolio
6,429
Q1 2025 Reduced 1.52%
$0
$588,000 0.21% of portfolio
6,421
Q1 2025 Reduced 2.0%
$0
$585,000 0.21% of portfolio
4,960
Q1 2025 Reduced 12.34%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $281 Million
  • Prior Value $258 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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