Redw Wealth LLC Portfolio Holdings
Redw Wealth LLC
- $287 Million
- Q4 2024
Redw Wealth LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $287 Million distributed in 104 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $45.6M, J P Morgan ETF Tr U S Quality with a value of $25M, Vanguard Ftse Developed Market with a value of $22.6M, American Centy ETF Tr Avantis with a value of $17.7M, and Jp Morgan ETF Tr Ultra Short I with a value of $14.1M.
Examining the 13F form we can see an decrease of $100M in the current position value, from $387M to 287M.
Below you can find more details about Redw Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$287 Million
ETFs: $264 Million
Technology: $9 Million
Consumer Cyclical: $2.96 Million
Communication Services: $1.83 Million
Financial Services: $1.5 Million
Industrials: $1.38 Million
Consumer Defensive: $1.3 Million
Healthcare: $752,000
Other: $530,000
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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