Rede Wealth, LLC Portfolio Holdings

Rede Wealth, LLC

  • $260 Million
  • Q3 2024

Rede Wealth, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $260 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 $146M, Apple Inc. with a value of $11.7M, Ishares Core S&P Total U.S. St with a value of $8.53M, Johnson & Johnson with a value of $6.17M, and Ishares Core S&P 500 ETF with a value of $6.1M.

Examining the 13F form we can see an increase of $152M in the current position value, from $107M to 260M.

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

Portfolio value $260 Million
Financial Services: $154 Million
ETFs: $53.3 Million
Technology: $23.2 Million
Healthcare: $8.65 Million
Consumer Cyclical: $6.95 Million
Industrials: $4.54 Million
Energy: $4.32 Million
Communication Services: $2.87 Million
Other: $1.96 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.53 Million 3.28% of portfolio
67,888
Q3 2024 Reduced 7.62%
$0
$6.1 Million 2.35% of portfolio
10,572
Q3 2024 Added 0.65%
$0
$3.06 Million 1.18% of portfolio
5,332
Q3 2024 Reduced 0.15%
$0
$2.66 Million 1.02% of portfolio
54,377
Q3 2024 Added 7.0%
$0
$2.42 Million 0.93% of portfolio
47,409
Q3 2024 Added 2.32%
$0
$1.85 Million 0.71% of portfolio
37,459
Q3 2024 Reduced 24.11%
$0
$1.84 Million 0.71% of portfolio
22,205
Q3 2024 Reduced 1.49%
$0
$1.79 Million 0.69% of portfolio
24,709
Q3 2024 Reduced 0.67%
$0
$1.48 Million 0.57% of portfolio
7,363
Q3 2024 Added 5.34%
$0
$1.41 Million 0.54% of portfolio
13,967
Q3 2024 Reduced 0.41%
$0
$1.21 Million 0.46% of portfolio
15,886
Q3 2024 Reduced 10.72%
$0
$1.15 Million 0.44% of portfolio
6,576
Q3 2024 Added 4.22%
$0
$1.12 Million 0.43% of portfolio
46,663
Q3 2024 Added 190.68%
$0
$1.06 Million 0.41% of portfolio
20,654
Q3 2024 Reduced 1.16%
$1.6B
$944,000 0.36% of portfolio
35,970
Q3 2024 Added 2.47%
$0
$921,000 0.35% of portfolio
11,096
Q3 2024 Added 15.19%
$0
$746,000 0.29% of portfolio
7,031
Q3 2024 Added 2.91%
$0
$766,000 0.29% of portfolio
7,045
Q3 2024 Reduced 8.35%
$0
$728,000 0.28% of portfolio
10,281
Q3 2024 Reduced 53.91%
$0
$738,000 0.28% of portfolio
4,868
Q4 2020 New
$0
$718,000 0.28% of portfolio
10,594
Q2 2024 New
$0
$670,000 0.26% of portfolio
5,605
Q3 2024 Added 0.05%
$0
$649,000 0.25% of portfolio
9,049
Q2 2024 Reduced 34.79%
$0
$573,000 0.22% of portfolio
19,752
Q3 2024 Reduced 12.07%
$0
$584,000 0.22% of portfolio
6,103
Q3 2024 Reduced 1.04%
$0
$566,000 0.22% of portfolio
13,734
Q3 2024 Added 0.92%
$0
$570,000 0.22% of portfolio
6,210
Q3 2024 Added 0.18%
$0
$513,000 0.2% of portfolio
19,533
Q3 2024 Added 24.84%
$0
$489,000 0.19% of portfolio
9,292
Q3 2024 Added 7.78%
$0
$497,000 0.19% of portfolio
6,016
Q3 2024 Reduced 3.39%
$0
$471,000 0.18% of portfolio
1,988
Q3 2024 Added 0.81%
$0
$425,000 0.16% of portfolio
10,163
Q3 2024 New
$0
$377,000 0.15% of portfolio
9,176
Q2 2024 New
$0
$328,000 0.13% of portfolio
6,755
Q3 2024 Reduced 0.44%
$0
$339,000 0.13% of portfolio
14,041
Q3 2024 Reduced 18.51%
$0
$309,000 0.12% of portfolio
7,426
Q3 2024 Reduced 3.86%
$0
$285,000 0.11% of portfolio
1,407
Q3 2024 Reduced 1.81%
$0
$275,000 0.11% of portfolio
3,291
Q2 2024 Reduced 10.23%
$0
$294,000 0.11% of portfolio
2,336
Q1 2024 Reduced 0.6%
$0
$276,000 0.11% of portfolio
3,786
Q4 2023 Reduced 3.81%
$0
$291,000 0.11% of portfolio
2,973
Q3 2024 Reduced 0.34%
$0
$272,000 0.1% of portfolio
2,169
Q4 2023 Reduced 6.06%
$0
$262,000 0.1% of portfolio
3,446
Q3 2024 New
$0
$261,000 0.1% of portfolio
5,295
Q3 2024 Reduced 23.71%
$0
$263,000 0.1% of portfolio
4,899
Q3 2024 Reduced 2.95%
$0
$265,000 0.1% of portfolio
5,461
Q3 2024 Added 3.37%
$0
$270,000 0.1% of portfolio
555
Q3 2024 Reduced 6.41%
$0
$239,000 0.09% of portfolio
2,446
Q3 2024 Reduced 0.53%
$0
$239,000 0.09% of portfolio
2,840
Q3 2024 Reduced 17.25%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $260 Million
  • Prior Value $107 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 18, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 8 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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