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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.47 Million 3.01% of portfolio
69,380
Q1 2025 Added 3.21%
$0
$5.85 Million 2.08% of portfolio
10,413
Q1 2025 Added 0.14%
$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%
$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%
$0
$1.32 Million 0.47% of portfolio
13,307
Q1 2025 Reduced 0.06%
$2.06B
$1.14 Million 0.41% of portfolio
36,532
Q1 2025 Reduced 0.21%
$0
$1.1 Million 0.39% of portfolio
44,060
Q1 2025 Added 24.21%
$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%
$0
$862,000 0.31% of portfolio
32,928
Q1 2025 Added 1.8%
$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%
$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
$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%
$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%
$0
$542,000 0.19% of portfolio
13,768
Q1 2025 Added 3.33%
$0
$498,000 0.18% of portfolio
7,234
Q1 2025 Reduced 4.38%
$0
$474,000 0.17% of portfolio
2,142
Q1 2025 Added 0.71%
$0
$476,000 0.17% of portfolio
9,091
Q1 2025 Reduced 1.94%
$0
$437,000 0.16% of portfolio
5,584
Q1 2025 Reduced 6.96%
$0
$415,000 0.15% of portfolio
11,272
Q1 2025 Added 7.96%
$0
$363,000 0.13% of portfolio
18,354
Q4 2024 Added 100.02%
$0
$353,000 0.13% of portfolio
12,359
Q1 2025 Reduced 5.89%
$0
$362,000 0.13% of portfolio
6,588
Q1 2025 New
$0
$311,000 0.11% of portfolio
6,585
Q1 2025 Reduced 0.54%
$0
$319,000 0.11% of portfolio
3,350
Q1 2025 Reduced 1.93%
$0
$282,000 0.1% of portfolio
5,833
Q1 2025 Reduced 2.56%
$0
$284,000 0.1% of portfolio
7,027
Q1 2025 Reduced 5.72%
$0
$278,000 0.1% of portfolio
12,082
Q4 2024 Reduced 13.95%
$0
$275,000 0.1% of portfolio
2,261
Q4 2024 Reduced 3.21%
$0
$270,000 0.1% of portfolio
3,786
Q4 2023 Reduced 3.81%
$0
$263,000 0.09% of portfolio
1,302
Q1 2025 Reduced 3.13%
$0
$262,000 0.09% of portfolio
2,169
Q4 2023 Reduced 6.06%
$0
$253,000 0.09% of portfolio
5,184
Q1 2025 Reduced 4.79%
$0
$248,000 0.09% of portfolio
3,263
Q1 2025 Added 28.16%
$0
$257,000 0.09% of portfolio
4,910
Q1 2025 Reduced 1.68%
$0
$256,000 0.09% of portfolio
546
Q1 2025 Reduced 0.55%
$0
$253,000 0.09% of portfolio
3,105
Q1 2025 Reduced 5.51%

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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