Rede Wealth, LLC Portfolio Holdings

Rede Wealth, LLC

  • $107 Million
  • Q2 2024

Rede Wealth, LLC has filed its 13F form on August 02, 2024 for Q2 2024 where it was disclosed a total value porftolio of $107 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $10.4M, Ishares Core S&P Total U.S. St with a value of $8.73M, Ishares Core S&P 500 ETF with a value of $5.75M, Johnson & Johnson with a value of $5.57M, and Amazon Com Inc with a value of $5.03M.

Examining the 13F form we can see an decrease of $131M in the current position value, from $238M to 107M.

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

Portfolio value $107 Million
ETFs: $50.4 Million
Technology: $22.5 Million
Healthcare: $7.79 Million
Financial Services: $7.23 Million
Consumer Cyclical: $6.77 Million
Energy: $4.28 Million
Industrials: $3.91 Million
Communication Services: $2.74 Million
Other: $1.8 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.2B
$211,000 0.2% of portfolio
3,393
Q2 2024 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $107 Million
  • Prior Value $238 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 02, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Rede Wealth, LLC Portfolio

Follow Rede Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rede Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rede Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email