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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$429B
$168 Million 59.71% of portfolio
210
Q4 2024 Reduced 0.47%
$3.45T
$11 Million 3.92% of portfolio
49,612
Q1 2025 Reduced 0.12%
$439B
$6.27 Million 2.23% of portfolio
37,799
Q1 2025 Reduced 1.2%
$622B
$5.12 Million 1.82% of portfolio
9,612
Q1 2025 Reduced 0.09%
$2.32T
$4.89 Million 1.74% of portfolio
25,722
Q1 2025 Reduced 0.22%
$416B
$3.38 Million 1.2% of portfolio
31,220
Q1 2025 Added 0.48%
$3.77T
$3.25 Million 1.16% of portfolio
8,659
Q1 2025 Added 0.53%
$452B
$2.41 Million 0.86% of portfolio
20,251
Q1 2025 Reduced 2.73%
$267B
$1.67 Million 0.59% of portfolio
3,184
Q1 2025 Reduced 5.41%
$530B
$1.23 Million 0.44% of portfolio
1,314
Q1 2025 Reduced 0.3%
$375B
$1.16 Million 0.41% of portfolio
6,796
Q1 2025 Reduced 0.12%
$220B
$1.14 Million 0.4% of portfolio
3,634
Q4 2024 Reduced 0.11%
$855B
$860,000 0.31% of portfolio
3,509
Q1 2025 Reduced 1.49%
$575B
$806,000 0.29% of portfolio
2,300
Q1 2025 Reduced 2.38%
$533B
$668,000 0.24% of portfolio
1,219
Q4 2024 Added 1.16%
$1.05T
$436,000 0.16% of portfolio
1,683
Q1 2025 Reduced 13.78%
$301B
$402,000 0.14% of portfolio
5,617
Q1 2025 Reduced 1.58%
$294B
$390,000 0.14% of portfolio
2,334
Q1 2025 Added 0.04%
$331B
$368,000 0.13% of portfolio
1,759
Q1 2025 Reduced 6.88%
$280B
$368,000 0.13% of portfolio
5,973
Q1 2025 Reduced 1.68%
$280B
$333,000 0.12% of portfolio
504
Q1 2025 Added 1.82%
$221B
$291,000 0.1% of portfolio
2,958
Q4 2024 Reduced 5.31%
$220B
$267,000 0.1% of portfolio
810
Q1 2025 Reduced 8.37%
$1.14T
$260,000 0.09% of portfolio
1,685
Q1 2025 Reduced 0.47%
$256B
$224,000 0.08% of portfolio
1,414
Q1 2025 New

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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