Redw Wealth LLC Incresed Positions in Q2 2025

Redw Wealth LLC

  • $249 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
1.3K
+ 0.75%
$81.38 - $100.82 $106K - $131K
175K $17.7M
IVV
Ishares Core S&P 500 ETF

ETFs
142
+ 0.67%
$498.8 - $620.9 $70.8K - $88.2K
21.4K $13.3M
AVDE
American Centy ETF Tr Avantis

ETFs
5.25K
+ 12.76%
$59.32 - $74.36 $311K - $390K
46.4K $3.44M
AVEM
American Centy ETF Tr Avantis

ETFs
2.04K
+ 4.48%
$53.08 - $68.54 $108K - $140K
47.5K $3.26M
VUG
Vanguard Growth ETF

ETFs
141
+ 2.39%
$329.49 - $438.4 $46.5K - $61.8K
6.05K $2.65M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.33K
+ 2.78%
$77.74 - $78.78 $336K - $341K
160K $12.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
151
+ 6.9%
$416.06 - $551.64 $62.8K - $83.3K
2.34K $1.29M
IWM
Ishares Russell 2000 ETF

ETFs
116
+ 0.92%
$174.82 - $215.79 $20.3K - $25K
12.7K $2.73M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
8.03K
+ 33.15%
$25.04 - $25.18 $201K - $202K
32.3K $812K
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.15%
$221.86 - $362.89 $1.11K - $1.81K
3.39K $1.08M
QDEF
Flexshares Quality Div Defensi

ETFs
822
+ 5.35%
$62.5 - $74.05 $51.4K - $60.9K
16.2K $1.2M
META
Meta Platforms, Inc.

Communication Services
4
+ 0.57%
$484.66 - $738.09 $1.94K - $2.95K
709 $523K
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
81
+ 0.73%
$57.14 - $72.68 $4.63K - $5.89K
11.2K $811K
TCHP
T Rowe Price Exchange Traded F

Technology
687
+ 7.31%
$34.07 - $45.35 $23.4K - $31.2K
10.1K $457K
WMT
Walmart Inc.

Consumer Defensive
79
+ 1.11%
$81.79 - $99.98 $6.46K - $7.9K
7.21K $704K
VTV
Vanguard Value ETF

ETFs
166
+ 1.64%
$153.67 - $176.74 $25.5K - $29.3K
10.3K $1.82M
GOOG
Alphabet Inc.

Communication Services
54
+ 2.29%
$146.58 - $180.01 $7.92K - $9.72K
2.41K $427K
GOOGL
Alphabet Inc.

Communication Services
9
+ 0.35%
$144.7 - $178.6 $1.3K - $1.61K
2.6K $457K
DFSV
Dimensional ETF Tr Dimensional

ETFs
582
+ 2.07%
$24.21 - $29.47 $14.1K - $17.2K
28.7K $844K
VB
Vanguard Small Cap ETF

ETFs
46
+ 2.15%
$193.73 - $237.37 $8.91K - $10.9K
2.18K $517K
USTB
Victory Portfolios Ii Victorys

ETFs
792
+ 9.77%
$50.21 - $50.82 $39.8K - $40.2K
8.9K $452K
VGIT
Vanguard Intermediate Term Tre

ETFs
311
+ 0.53%
$58.63 - $59.9 $18.2K - $18.6K
58.6K $3.51M
ICSH
Blackrock Ultra Short Term Bon

ETFs
808
+ 8.31%
$50.48 - $50.71 $40.8K - $41K
10.5K $533K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
4.05K
+ 8.39%
$24.32 - $27.87 $98.5K - $113K
52.3K $1.39M
GLD
Spdr Gold Trust

ETFs
81
+ 11.65%
$273.71 - $316.29 $22.2K - $25.6K
776 $236K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1
+ 0.0%
$45.11 - $52.34 $45.1 - $52.3
24.7K $1.29M
IBDX
Ishares Tr Ibonds Dec 2032 Ter

ETFs
717
+ 1.75%
$24.31 - $25.29 $17.4K - $18.1K
41.7K $1.06M
DE
Deere & CO

Industrials
1
+ 0.17%
$412.99 - $531.48 $413 - $531
603 $306K
USRT
Ishares Core U.S. Reit ETF

ETFs
523
+ 10.48%
$50.37 - $57.97 $26.3K - $30.3K
5.51K $311K
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.34%
$908.13 - $1056.85 $908 - $1.06K
297 $294K
IEMG
Ishares Inc

ETFs
226
+ 0.72%
N/A
31.5K $1.69M
V
Visa Inc.

Financial Services
11
+ 1.6%
$308.27 - $373.31 $3.39K - $4.11K
698 $247K
ADP
Automatic Data Processing Inc

Industrials
10
+ 1.47%
$276.76 - $326.81 $2.77K - $3.27K
692 $213K
SCHO
Schwab Short Term Us Treasury

ETFs
19
+ 0.09%
$24.19 - $24.45 $460 - $465
21K $512K
Oaktree Specialty Lending CO
7K
+ 53.85%
N/A
20K $0
Direxion Shs ETF Tr
500
+ 20.0%
N/A
3K $0
MSI
Motorola Solutions, Inc.

Technology
1
+ 0.15%
$394.72 - $440.39 $395 - $440
663 $278K
ABBV
Abb Vie Inc.

Healthcare
27
+ 2.08%
$170.16 - $206.27 $4.59K - $5.57K
1.33K $246K
XOM
Exxon Mobil Corp

Energy
46
+ 1.45%
$99.93 - $119.04 $4.6K - $5.48K
3.22K $347K
CVX
Chevron Corp

Energy
26
+ 1.8%
$133.73 - $168.51 $3.48K - $4.38K
1.47K $210K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
93
+ 3.3%
$483.48 - $539.8 $45K - $50.2K
2.91K $1.42M
AAPL
Apple Inc.

Technology
172
+ 1.24%
$172.42 - $223.89 $29.7K - $38.5K
14.1K $2.89M
Activity Summary
Buys All Purchases 49 New Holdings 6 Increased Positions 43 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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