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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$424B
$146 Million 56.06% of portfolio
211
Q3 2024 New
$3.67T
$11.7 Million 4.52% of portfolio
50,407
Q3 2024 Added 1.97%
$0
$8.53 Million 3.28% of portfolio
67,888
Q3 2024 Reduced 7.62%
$407B
$6.17 Million 2.38% of portfolio
38,085
Q2 2024 Added 0.04%
$0
$6.1 Million 2.35% of portfolio
10,572
Q3 2024 Added 0.65%
$2.02T
$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%
$3.08T
$3.71 Million 1.43% of portfolio
8,626
Q3 2024 Added 1.48%
$366B
$3.68 Million 1.42% of portfolio
30,319
Q3 2024 Added 0.75%
$0
$3.06 Million 1.18% of portfolio
5,332
Q3 2024 Reduced 0.15%
$0
$2.66 Million 1.02% of portfolio
54,377
Q3 2024 Added 7.0%
$508B
$2.42 Million 0.93% of portfolio
20,652
Q3 2024 Reduced 0.36%
$0
$2.42 Million 0.93% of portfolio
47,409
Q3 2024 Added 2.32%
$559B
$2.12 Million 0.81% of portfolio
3,619
Q3 2024 Reduced 3.08%
$0
$1.85 Million 0.71% of portfolio
37,459
Q3 2024 Reduced 24.11%
$0
$1.84 Million 0.71% of portfolio
22,205
Q3 2024 Reduced 1.49%
$0
$1.48 Million 0.57% of portfolio
7,363
Q3 2024 Added 5.34%
$151B
$1.45 Million 0.56% of portfolio
7,165
Q2 2024 Reduced 1.38%
$0
$1.41 Million 0.54% of portfolio
13,967
Q3 2024 Reduced 0.41%
$41.9B
$1.39 Million 0.54% of portfolio
7,819
Q3 2024 Reduced 0.09%
$0
$1.21 Million 0.46% of portfolio
15,886
Q3 2024 Reduced 10.72%
$409B
$1.16 Million 0.45% of portfolio
6,713
Q3 2024 Added 0.09%
$0
$1.15 Million 0.44% of portfolio
6,576
Q3 2024 Added 4.22%
$0
$1.12 Million 0.43% of portfolio
46,663
Q3 2024 Added 190.68%
$212B
$1.11 Million 0.43% of portfolio
3,638
Q2 2024 Reduced 0.16%
$0
$1.06 Million 0.41% of portfolio
20,654
Q3 2024 Reduced 1.16%
$399B
$946,000 0.36% of portfolio
1,335
Q3 2024 Reduced 0.37%
$1.61B
$944,000 0.36% of portfolio
35,970
Q3 2024 Added 2.47%
$0
$921,000 0.35% of portfolio
11,096
Q3 2024 Added 15.19%
$0
$824,000 0.32% of portfolio
16,296
Q3 2024 New
$70.4B
$825,000 0.32% of portfolio
28,361
Q3 2024 Added 0.3%
$178B
$798,000 0.31% of portfolio
17,787
Q3 2024 Reduced 0.56%
$126B
$798,000 0.31% of portfolio
2,885
Q3 2024 Added 0.1%
$718B
$781,000 0.3% of portfolio
3,706
Q3 2024 Added 0.38%
$0
$746,000 0.29% of portfolio
7,031
Q3 2024 Added 2.91%
$0
$766,000 0.29% of portfolio
7,045
Q3 2024 Reduced 8.35%
$0
$728,000 0.28% of portfolio
10,281
Q3 2024 Reduced 53.91%
$0
$738,000 0.28% of portfolio
4,868
Q4 2020 New
$0
$718,000 0.28% of portfolio
10,594
Q2 2024 New
$0
$670,000 0.26% of portfolio
5,605
Q3 2024 Added 0.05%
$155B
$656,000 0.25% of portfolio
691
Q3 2024 Added 0.14%
$79.1B
$656,000 0.25% of portfolio
1,898
Q4 2020 New
$507B
$658,000 0.25% of portfolio
2,395
Q3 2024 Added 1.87%
$0
$649,000 0.25% of portfolio
9,049
Q2 2024 Reduced 34.79%
$61.2B
$633,000 0.24% of portfolio
2,550
Q3 2022 Reduced 20.31%
$491B
$595,000 0.23% of portfolio
1,205
Q3 2024 Added 0.33%
$0
$573,000 0.22% of portfolio
19,752
Q3 2024 Reduced 12.07%
$0
$584,000 0.22% of portfolio
6,103
Q3 2024 Reduced 1.04%
$74.3B
$560,000 0.22% of portfolio
16,241
Q3 2024 Added 0.07%

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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