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 $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$422B
$146 Million 56.06% of portfolio
211
Q3 2024 New
$3.68T
$11.7 Million 4.52% of portfolio
50,407
Q3 2024 Added 1.97%
$400B
$6.17 Million 2.38% of portfolio
38,085
Q2 2024 Added 0.04%
$2.07T
$4.82 Million 1.85% of portfolio
25,857
Q3 2024 Reduced 0.66%
$614B
$3.84 Million 1.48% of portfolio
8,353
Q3 2024 Reduced 0.11%
$3.1T
$3.71 Million 1.43% of portfolio
8,626
Q3 2024 Added 1.48%
$364B
$3.68 Million 1.42% of portfolio
30,319
Q3 2024 Added 0.75%
$501B
$2.42 Million 0.93% of portfolio
20,652
Q3 2024 Reduced 0.36%
$562B
$2.12 Million 0.81% of portfolio
3,619
Q3 2024 Reduced 3.08%
$405B
$1.16 Million 0.45% of portfolio
6,713
Q3 2024 Added 0.09%
$214B
$1.11 Million 0.43% of portfolio
3,638
Q2 2024 Reduced 0.16%
$393B
$946,000 0.36% of portfolio
1,335
Q3 2024 Reduced 0.37%
$706B
$781,000 0.3% of portfolio
3,706
Q3 2024 Added 0.38%
$503B
$658,000 0.25% of portfolio
2,395
Q3 2024 Added 1.87%
$489B
$595,000 0.23% of portfolio
1,205
Q3 2024 Added 0.33%
$1.08T
$508,000 0.2% of portfolio
1,944
Q3 2024 Reduced 10.08%
$297B
$366,000 0.14% of portfolio
1,856
Q3 2024 Reduced 1.12%
$201B
$339,000 0.13% of portfolio
868
Q3 2024 Reduced 6.67%
$316B
$312,000 0.12% of portfolio
2,121
Q3 2024 Added 0.05%
$208B
$300,000 0.12% of portfolio
3,124
Q3 2024 Reduced 0.45%
$1T
$316,000 0.12% of portfolio
1,908
Q2 2024 Reduced 2.25%
$236B
$320,000 0.12% of portfolio
6,026
Q3 2024 Added 0.07%
$262B
$236,000 0.09% of portfolio
284
Q3 2024 Added 2.16%

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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