Redw Wealth LLC Portfolio Holdings
Redw Wealth LLC
- $267 Million
- Q1 2025
Redw Wealth LLC has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $267 Million distributed in 103 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 $39.8M, J P Morgan ETF Tr U S Quality with a value of $23M, Vanguard Ftse Developed Market with a value of $22.3M, American Centy ETF Tr Avantis with a value of $16.1M, and Jp Morgan ETF Tr Ultra Short I with a value of $14.1M.
Examining the 13F form we can see an decrease of $19.6M in the current position value, from $287M to 267M.
Below you can find more details about Redw Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$267 Million
ETFs: $249 Million
Technology: $5.19 Million
Consumer Cyclical: $2 Million
Financial Services: $1.74 Million
Consumer Defensive: $1.32 Million
Industrials: $1.29 Million
Communication Services: $1.17 Million
Healthcare: $940,000
Other: $807,000
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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