Rede Wealth, LLC Portfolio Holdings

Rede Wealth, LLC

  • $274 Million
  • Q2 2025

Rede Wealth, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $274 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 $153M, Apple Inc. with a value of $10.2M, Ishares Core S&P Total U.S. St with a value of $9.63M, Ishares Core S&P 500 ETF with a value of $6.55M, and Johnson & Johnson with a value of $5.7M.

Examining the 13F form we can see an decrease of $6.53M in the current position value, from $281M to 274M.

Below you can find more details about Rede Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $274 Million
Financial Services: $162 Million
ETFs: $58.1 Million
Technology: $25.5 Million
Consumer Cyclical: $7.48 Million
Healthcare: $6.93 Million
Energy: $4.05 Million
Communication Services: $4.04 Million
Industrials: $3.87 Million
Other: $2.14 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$444B
$153 Million 55.8% of portfolio
210
Q4 2024 Reduced 0.47%
$4.21T
$10.2 Million 3.7% of portfolio
49,505
Q2 2025 Reduced 0.22%
$506B
$5.7 Million 2.08% of portfolio
37,314
Q2 2025 Reduced 1.28%
$2.21T
$5.64 Million 2.06% of portfolio
25,712
Q2 2025 Reduced 0.04%
$455B
$4.96 Million 1.81% of portfolio
31,406
Q2 2025 Added 0.6%
$646B
$4.5 Million 1.64% of portfolio
9,261
Q2 2025 Reduced 3.65%
$3.85T
$4.27 Million 1.56% of portfolio
8,587
Q2 2025 Reduced 0.83%
$470B
$2.17 Million 0.79% of portfolio
20,141
Q2 2025 Reduced 0.54%
$551B
$1.76 Million 0.64% of portfolio
1,314
Q1 2025 Reduced 0.3%
$360B
$1.09 Million 0.4% of portfolio
6,811
Q2 2025 Added 0.22%
$226B
$1.06 Million 0.39% of portfolio
3,634
Q4 2024 Reduced 0.11%
$887B
$1.01 Million 0.37% of portfolio
3,491
Q2 2025 Reduced 0.51%
$341B
$902,000 0.33% of portfolio
2,892
Q2 2025 Reduced 9.17%
$563B
$814,000 0.3% of portfolio
2,294
Q2 2025 Reduced 0.26%
$540B
$685,000 0.25% of portfolio
1,219
Q4 2024 Added 1.16%
$236B
$461,000 0.17% of portfolio
3,159
Q2 2025 Reduced 8.94%
$290B
$402,000 0.15% of portfolio
5,802
Q2 2025 Reduced 2.86%
$296B
$397,000 0.14% of portfolio
5,617
Q1 2025 Reduced 1.58%
$204B
$354,000 0.13% of portfolio
2,858
Q2 2025 Reduced 3.38%
$302B
$334,000 0.12% of portfolio
2,335
Q2 2025 Added 0.04%
$1.41T
$338,000 0.12% of portfolio
1,067
Q2 2025 Reduced 36.6%
$410B
$324,000 0.12% of portfolio
1,747
Q2 2025 Reduced 0.68%
$1.5T
$296,000 0.11% of portfolio
1,683
Q2 2025 Reduced 0.12%
$280B
$308,000 0.11% of portfolio
795
Q2 2025 Reduced 1.85%
$245B
$257,000 0.09% of portfolio
1,414
Q1 2025 New
$1.61T
$211,000 0.08% of portfolio
287
Q2 2025 New
$254B
$219,000 0.08% of portfolio
743
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $274 Million
  • Prior Value $281 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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