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
$0
$566,000 0.22% of portfolio
13,734
Q3 2024 Added 0.92%
$0
$570,000 0.22% of portfolio
6,210
Q3 2024 Added 0.18%
$117B
$537,000 0.21% of portfolio
1,863
Q3 2024 Reduced 0.16%
$1.08T
$508,000 0.2% of portfolio
1,944
Q3 2024 Reduced 10.08%
$0
$513,000 0.2% of portfolio
19,533
Q3 2024 Added 24.84%
$115B
$521,000 0.2% of portfolio
5,349
Q3 2024 Added 7.76%
$163B
$506,000 0.19% of portfolio
23,020
Q1 2024 Reduced 0.67%
$0
$489,000 0.19% of portfolio
9,292
Q3 2024 Added 7.78%
$0
$497,000 0.19% of portfolio
6,016
Q3 2024 Reduced 3.39%
$175B
$455,000 0.18% of portfolio
3,757
Q2 2024 Added 5.71%
$0
$471,000 0.18% of portfolio
1,988
Q3 2024 Added 0.81%
$124B
$430,000 0.17% of portfolio
5,367
Q3 2024 Reduced 7.05%
$144B
$415,000 0.16% of portfolio
1,689
Q4 2023 Reduced 1.8%
$12.3B
$403,000 0.16% of portfolio
23,243
Q3 2024 Added 0.1%
$0
$425,000 0.16% of portfolio
10,163
Q3 2024 New
$88.3B
$411,000 0.16% of portfolio
5,583
Q3 2024 Added 12.65%
$0
$377,000 0.15% of portfolio
9,176
Q2 2024 New
$61.3B
$397,000 0.15% of portfolio
9,308
Q3 2024 Added 0.03%
$297B
$366,000 0.14% of portfolio
1,856
Q3 2024 Reduced 1.12%
$50.6B
$364,000 0.14% of portfolio
4,002
Q2 2024 Reduced 1.09%
$144B
$332,000 0.13% of portfolio
1,003
Q2 2023 New
$201B
$339,000 0.13% of portfolio
868
Q3 2024 Reduced 6.67%
$0
$328,000 0.13% of portfolio
6,755
Q3 2024 Reduced 0.44%
$0
$339,000 0.13% of portfolio
14,041
Q3 2024 Reduced 18.51%
$316B
$312,000 0.12% of portfolio
2,121
Q3 2024 Added 0.05%
$70.7B
$313,000 0.12% of portfolio
2,294
Q3 2024 Reduced 1.5%
$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%
$0
$309,000 0.12% of portfolio
7,426
Q3 2024 Reduced 3.86%
$75B
$273,000 0.11% of portfolio
1,001
Q3 2024 Reduced 1.38%
$0
$285,000 0.11% of portfolio
1,407
Q3 2024 Reduced 1.81%
$0
$275,000 0.11% of portfolio
3,291
Q2 2024 Reduced 10.23%
$0
$294,000 0.11% of portfolio
2,336
Q1 2024 Reduced 0.6%
$0
$276,000 0.11% of portfolio
3,786
Q4 2023 Reduced 3.81%
$0
$291,000 0.11% of portfolio
2,973
Q3 2024 Reduced 0.34%
$0
$272,000 0.1% of portfolio
2,169
Q4 2023 Reduced 6.06%
$40B
$269,000 0.1% of portfolio
5,971
Q2 2024 New
$0
$262,000 0.1% of portfolio
3,446
Q3 2024 New
$0
$261,000 0.1% of portfolio
5,295
Q3 2024 Reduced 23.71%
$0
$263,000 0.1% of portfolio
4,899
Q3 2024 Reduced 2.95%
$0
$265,000 0.1% of portfolio
5,461
Q3 2024 Added 3.37%
$0
$270,000 0.1% of portfolio
555
Q3 2024 Reduced 6.41%
$262B
$236,000 0.09% of portfolio
284
Q3 2024 Added 2.16%
$0
$239,000 0.09% of portfolio
2,446
Q3 2024 Reduced 0.53%
$0
$239,000 0.09% of portfolio
2,840
Q3 2024 Reduced 17.25%
$0
$203,000 0.08% of portfolio
2,450
Q3 2024 Reduced 3.54%
$0
$211,000 0.08% of portfolio
2,074
Q3 2024 New
$87B
$218,000 0.08% of portfolio
1,363
Q3 2024 New

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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