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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$140B
$1.45 Million 0.56% of portfolio
7,165
Q2 2024 Reduced 1.38%
$35.2B
$1.39 Million 0.54% of portfolio
7,819
Q3 2024 Reduced 0.09%
$68.2B
$825,000 0.32% of portfolio
28,361
Q3 2024 Added 0.3%
$169B
$798,000 0.31% of portfolio
17,787
Q3 2024 Reduced 0.56%
$122B
$798,000 0.31% of portfolio
2,885
Q3 2024 Added 0.1%
$155B
$656,000 0.25% of portfolio
691
Q3 2024 Added 0.14%
$74.3B
$656,000 0.25% of portfolio
1,898
Q4 2020 New
$54.3B
$633,000 0.24% of portfolio
2,550
Q3 2022 Reduced 20.31%
$67.8B
$560,000 0.22% of portfolio
16,241
Q3 2024 Added 0.07%
$115B
$537,000 0.21% of portfolio
1,863
Q3 2024 Reduced 0.16%
$105B
$521,000 0.2% of portfolio
5,349
Q3 2024 Added 7.76%
$162B
$506,000 0.19% of portfolio
23,020
Q1 2024 Reduced 0.67%
$170B
$455,000 0.18% of portfolio
3,757
Q2 2024 Added 5.71%
$127B
$430,000 0.17% of portfolio
5,367
Q3 2024 Reduced 7.05%
$140B
$415,000 0.16% of portfolio
1,689
Q4 2023 Reduced 1.8%
$11.9B
$403,000 0.16% of portfolio
23,243
Q3 2024 Added 0.1%
$57.6B
$397,000 0.15% of portfolio
9,308
Q3 2024 Added 0.03%
$44.9B
$364,000 0.14% of portfolio
4,002
Q2 2024 Reduced 1.09%
$132B
$332,000 0.13% of portfolio
1,003
Q2 2023 New
$192B
$339,000 0.13% of portfolio
868
Q3 2024 Reduced 6.67%
$71.4B
$313,000 0.12% of portfolio
2,294
Q3 2024 Reduced 1.5%
$71.4B
$273,000 0.11% of portfolio
1,001
Q3 2024 Reduced 1.38%
$40.2B
$269,000 0.1% of portfolio
5,971
Q2 2024 New
$83.2B
$218,000 0.08% of portfolio
1,363
Q3 2024 New
$57.1B
$209,000 0.08% of portfolio
2,600
Q3 2024 New

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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