Rede Wealth, LLC Portfolio Holdings

Rede Wealth, LLC

  • $258 Million
  • Q4 2024

Rede Wealth, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $258 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $143M, Apple Inc. with a value of $12.4M, Ishares Core S&P Total U.S. St with a value of $8.65M, Ishares Core S&P 500 ETF with a value of $6.12M, and Amazon Com Inc with a value of $5.66M.

Examining the 13F form we can see an decrease of $1.75M in the current position value, from $260M to 258M.

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

Portfolio value $258 Million
Financial Services: $151 Million
ETFs: $53 Million
Technology: $25 Million
Consumer Cyclical: $7.95 Million
Healthcare: $7.57 Million
Energy: $4.19 Million
Industrials: $4.16 Million
Communication Services: $3.05 Million
Other: $1.85 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$530,000 0.21% of portfolio
20,733
Q4 2024 Added 6.14%
$0
$511,000 0.2% of portfolio
13,324
Q4 2024 Reduced 2.99%
$0
$511,000 0.2% of portfolio
2,127
Q4 2024 Added 6.99%
$0
$515,000 0.2% of portfolio
6,002
Q4 2024 Reduced 0.23%
$123B
$524,000 0.2% of portfolio
1,900
Q4 2024 Added 1.99%
$201B
$524,000 0.2% of portfolio
23,020
Q1 2024 Reduced 0.67%
$0
$487,000 0.19% of portfolio
7,565
Q4 2024 Reduced 26.42%
$0
$479,000 0.19% of portfolio
9,271
Q4 2024 Reduced 0.23%
$61.2B
$456,000 0.18% of portfolio
14,155
Q4 2024 Reduced 12.84%
$112B
$451,000 0.17% of portfolio
4,951
Q4 2024 Reduced 7.44%
$194B
$440,000 0.17% of portfolio
3,806
Q4 2024 Added 1.3%
$44B
$401,000 0.16% of portfolio
4,002
Q2 2024 Reduced 1.09%
$53.7B
$402,000 0.16% of portfolio
9,282
Q4 2024 Reduced 0.28%
$143B
$388,000 0.15% of portfolio
1,703
Q4 2024 Added 0.83%
$0
$395,000 0.15% of portfolio
10,441
Q4 2024 Added 2.74%
$304B
$355,000 0.14% of portfolio
5,707
Q4 2024 Added 5.55%
$250B
$359,000 0.14% of portfolio
6,075
Q4 2024 Added 0.81%
$14.1B
$354,000 0.14% of portfolio
20,768
Q4 2024 Reduced 10.65%
$0
$366,000 0.14% of portfolio
13,133
Q4 2024 Reduced 33.51%
$363B
$335,000 0.13% of portfolio
1,889
Q4 2024 Added 1.78%
$179B
$329,000 0.13% of portfolio
2,958
Q4 2024 Reduced 5.31%
$0
$339,000 0.13% of portfolio
18,354
Q4 2024 Added 100.02%
$325B
$337,000 0.13% of portfolio
2,333
Q4 2024 Added 10.0%
$109B
$330,000 0.13% of portfolio
996
Q4 2024 Reduced 0.7%
$268B
$343,000 0.13% of portfolio
495
Q4 2024 Added 74.3%
$174B
$320,000 0.12% of portfolio
884
Q4 2024 Added 1.84%
$0
$319,000 0.12% of portfolio
6,621
Q4 2024 Reduced 1.98%
$922B
$320,000 0.12% of portfolio
1,693
Q4 2024 Reduced 11.27%
$0
$315,000 0.12% of portfolio
3,416
Q4 2024 Added 14.9%
$80.1B
$297,000 0.12% of portfolio
2,305
Q4 2024 Added 0.48%
$0
$291,000 0.11% of portfolio
2,261
Q4 2024 Reduced 3.21%
$0
$285,000 0.11% of portfolio
12,082
Q4 2024 Reduced 13.95%
$38.8B
$283,000 0.11% of portfolio
5,971
Q2 2024 New
$62.9B
$283,000 0.11% of portfolio
1,006
Q4 2024 Added 0.5%
$0
$293,000 0.11% of portfolio
7,453
Q4 2024 Added 0.36%
$0
$280,000 0.11% of portfolio
549
Q4 2024 Reduced 1.08%
$0
$285,000 0.11% of portfolio
5,986
Q4 2024 Added 9.61%
$0
$278,000 0.11% of portfolio
1,344
Q4 2024 Reduced 4.48%
$0
$285,000 0.11% of portfolio
3,786
Q4 2023 Reduced 3.81%
$0
$271,000 0.1% of portfolio
2,169
Q4 2023 Reduced 6.06%
$0
$250,000 0.1% of portfolio
3,286
Q4 2024 Added 15.7%
$0
$267,000 0.1% of portfolio
5,445
Q4 2024 New
$0
$257,000 0.1% of portfolio
4,994
Q4 2024 Added 1.94%
$0
$245,000 0.09% of portfolio
5,034
Q4 2024 Reduced 4.93%
$97.6B
$209,000 0.08% of portfolio
1,408
Q4 2024 Added 3.3%
$4.74B
$212,000 0.08% of portfolio
3,397
Q4 2024 Added 0.06%
$0
$215,000 0.08% of portfolio
2,466
Q4 2024 Added 0.82%
$0
$193,000 0.07% of portfolio
2,546
Q4 2024 Reduced 26.12%
Franklin Templeton Digital H
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 0.72%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $258 Million
  • Prior Value $260 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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