Rede Wealth, LLC has filed its 13F form on May 03, 2024 for Q1 2024 where it was disclosed a total value porftolio of $238 Million distributed in 159 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $136M, Apple Inc. with a value of $8.66M, Ishares Core S&P Total U.S. St with a value of $8.01M, Johnson & Johnson with a value of $6.02M, and Ishares Core S&P 500 ETF with a value of $4.9M.
Examining the 13F form we can see an increase of $27.7M in the current position value, from $211M to 238M.
Below you can find more details about Rede Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$238 Million
Financial Services: $143 Million
ETFs: $47.5 Million
Technology: $19.4 Million
Healthcare: $8.37 Million
Consumer Cyclical: $6.79 Million
Energy: $4.31 Million
Industrials: $4.17 Million
Communication Services: $2.72 Million
Other: $1.79 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions