Rede Wealth, LLC Portfolio Holdings

Rede Wealth, LLC

  • $281 Million
  • Q1 2025

Rede Wealth, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $281 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 $168M, Apple Inc. with a value of $11M, Ishares Core S&P Total U.S. St with a value of $8.47M, Johnson & Johnson with a value of $6.27M, and Ishares Core S&P 500 ETF with a value of $5.85M.

Examining the 13F form we can see an increase of $22.7M in the current position value, from $258M to 281M.

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

Portfolio value $281 Million
Financial Services: $177 Million
ETFs: $53 Million
Technology: $21.6 Million
Healthcare: $8.3 Million
Consumer Cyclical: $6.95 Million
Energy: $4.53 Million
Industrials: $3.82 Million
Communication Services: $3.22 Million
Other: $2.19 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$123B
$572,000 0.2% of portfolio
1,896
Q1 2025 Reduced 0.21%
$0
$542,000 0.19% of portfolio
13,768
Q1 2025 Added 3.33%
$0
$498,000 0.18% of portfolio
7,234
Q1 2025 Reduced 4.38%
$128B
$507,000 0.18% of portfolio
5,312
Q4 2024 Reduced 1.02%
$0
$474,000 0.17% of portfolio
2,142
Q1 2025 Added 0.71%
$0
$476,000 0.17% of portfolio
9,091
Q1 2025 Reduced 1.94%
$98.7B
$485,000 0.17% of portfolio
4,951
Q4 2024 Reduced 7.44%
$1.09T
$436,000 0.16% of portfolio
1,683
Q1 2025 Reduced 13.78%
$201B
$459,000 0.16% of portfolio
3,469
Q1 2025 Reduced 8.85%
$0
$437,000 0.16% of portfolio
5,584
Q1 2025 Reduced 6.96%
$0
$415,000 0.15% of portfolio
11,272
Q1 2025 Added 7.96%
$11.6B
$411,000 0.15% of portfolio
20,593
Q1 2025 Reduced 0.84%
$36.1B
$392,000 0.14% of portfolio
3,952
Q1 2025 Reduced 1.25%
$92.5B
$402,000 0.14% of portfolio
5,933
Q1 2025 Reduced 0.19%
$312B
$402,000 0.14% of portfolio
5,617
Q1 2025 Reduced 1.58%
$136B
$384,000 0.14% of portfolio
1,628
Q1 2025 Reduced 4.4%
$66.4B
$396,000 0.14% of portfolio
13,468
Q1 2025 Reduced 4.85%
$52.4B
$377,000 0.13% of portfolio
9,185
Q1 2025 Reduced 1.05%
$0
$363,000 0.13% of portfolio
18,354
Q4 2024 Added 100.02%
$0
$353,000 0.13% of portfolio
12,359
Q1 2025 Reduced 5.89%
$329B
$368,000 0.13% of portfolio
1,759
Q1 2025 Reduced 6.88%
$259B
$368,000 0.13% of portfolio
5,973
Q1 2025 Reduced 1.68%
$0
$362,000 0.13% of portfolio
6,588
Q1 2025 New
$293B
$333,000 0.12% of portfolio
504
Q1 2025 Added 1.82%
$82B
$338,000 0.12% of portfolio
2,305
Q4 2024 Added 0.48%
$0
$311,000 0.11% of portfolio
6,585
Q1 2025 Reduced 0.54%
$0
$319,000 0.11% of portfolio
3,350
Q1 2025 Reduced 1.93%
$0
$282,000 0.1% of portfolio
5,833
Q1 2025 Reduced 2.56%
$41.9B
$272,000 0.1% of portfolio
5,946
Q1 2025 Reduced 0.42%
$206B
$291,000 0.1% of portfolio
2,958
Q4 2024 Reduced 5.31%
$0
$284,000 0.1% of portfolio
7,027
Q1 2025 Reduced 5.72%
$128B
$272,000 0.1% of portfolio
1,004
Q1 2025 Added 0.8%
$0
$278,000 0.1% of portfolio
12,082
Q4 2024 Reduced 13.95%
$0
$275,000 0.1% of portfolio
2,261
Q4 2024 Reduced 3.21%
$0
$270,000 0.1% of portfolio
3,786
Q4 2023 Reduced 3.81%
$184B
$267,000 0.1% of portfolio
810
Q1 2025 Reduced 8.37%
$0
$263,000 0.09% of portfolio
1,302
Q1 2025 Reduced 3.13%
$56.8B
$246,000 0.09% of portfolio
1,011
Q1 2025 Added 0.5%
$0
$262,000 0.09% of portfolio
2,169
Q4 2023 Reduced 6.06%
$0
$253,000 0.09% of portfolio
5,184
Q1 2025 Reduced 4.79%
$100B
$241,000 0.09% of portfolio
1,398
Q1 2025 Reduced 0.71%
$0
$248,000 0.09% of portfolio
3,263
Q1 2025 Added 28.16%
$1.03T
$260,000 0.09% of portfolio
1,685
Q1 2025 Reduced 0.47%
$0
$257,000 0.09% of portfolio
4,910
Q1 2025 Reduced 1.68%
$0
$256,000 0.09% of portfolio
546
Q1 2025 Reduced 0.55%
$0
$253,000 0.09% of portfolio
3,105
Q1 2025 Reduced 5.51%
$280B
$224,000 0.08% of portfolio
1,414
Q1 2025 New
$0
$223,000 0.08% of portfolio
2,450
Q1 2025 Reduced 0.65%
$0
$200,000 0.07% of portfolio
2,452
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $281 Million
  • Prior Value $258 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 5 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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