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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$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%
$0
$2.12 Million 0.82% of portfolio
24,108
Q4 2024 Added 8.57%
$0
$1.81 Million 0.7% of portfolio
37,350
Q4 2024 Reduced 0.29%
$0
$1.76 Million 0.68% of portfolio
26,540
Q4 2024 Added 7.41%
$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%
$0
$1.08 Million 0.42% of portfolio
41,832
Q4 2024 Added 102.54%
$0
$984,000 0.38% of portfolio
12,925
Q4 2024 Reduced 18.64%
$1.74B
$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%
$0
$796,000 0.31% of portfolio
25,423
Q4 2024 New
$0
$776,000 0.3% of portfolio
4,868
Q4 2020 New
$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%
$0
$653,000 0.25% of portfolio
5,658
Q4 2024 Added 0.95%
$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%
$0
$530,000 0.21% of portfolio
20,733
Q4 2024 Added 6.14%
$0
$511,000 0.2% of portfolio
13,324
Q4 2024 Reduced 2.99%
$0
$511,000 0.2% of portfolio
2,127
Q4 2024 Added 6.99%
$0
$515,000 0.2% of portfolio
6,002
Q4 2024 Reduced 0.23%
$0
$487,000 0.19% of portfolio
7,565
Q4 2024 Reduced 26.42%
$0
$479,000 0.19% of portfolio
9,271
Q4 2024 Reduced 0.23%
$0
$395,000 0.15% of portfolio
10,441
Q4 2024 Added 2.74%
$0
$366,000 0.14% of portfolio
13,133
Q4 2024 Reduced 33.51%
$0
$339,000 0.13% of portfolio
18,354
Q4 2024 Added 100.02%
$0
$319,000 0.12% of portfolio
6,621
Q4 2024 Reduced 1.98%
$0
$315,000 0.12% of portfolio
3,416
Q4 2024 Added 14.9%
$0
$291,000 0.11% of portfolio
2,261
Q4 2024 Reduced 3.21%
$0
$285,000 0.11% of portfolio
12,082
Q4 2024 Reduced 13.95%
$0
$293,000 0.11% of portfolio
7,453
Q4 2024 Added 0.36%
$0
$280,000 0.11% of portfolio
549
Q4 2024 Reduced 1.08%
$0
$285,000 0.11% of portfolio
5,986
Q4 2024 Added 9.61%
$0
$278,000 0.11% of portfolio
1,344
Q4 2024 Reduced 4.48%
$0
$285,000 0.11% of portfolio
3,786
Q4 2023 Reduced 3.81%
$0
$271,000 0.1% of portfolio
2,169
Q4 2023 Reduced 6.06%
$0
$250,000 0.1% of portfolio
3,286
Q4 2024 Added 15.7%
$0
$267,000 0.1% of portfolio
5,445
Q4 2024 New
$0
$257,000 0.1% of portfolio
4,994
Q4 2024 Added 1.94%
$0
$245,000 0.09% of portfolio
5,034
Q4 2024 Reduced 4.93%
$0
$215,000 0.08% of portfolio
2,466
Q4 2024 Added 0.82%

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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