Redwood Financial Network Corp Portfolio Holdings

Redwood Financial Network Corp

  • $126 Million
  • Q3 2024

Redwood Financial Network Corp has filed its 13F form on November 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $126 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $7.52M, Janus Henderson Short Duration with a value of $3.55M, Technology Sector Spdr with a value of $3.51M, Invesco Exchange Traded Fd Tr with a value of $3.49M, and Spdr Ser Tr Spdr Portfolio Mor with a value of $3.38M.

Examining the 13F form we can see an increase of $8.37M in the current position value, from $118M to 126M.

Below you can find more details about Redwood Financial Network Corp portfolio as well as his latest detailed transactions.

Portfolio value $126 Million
ETFs: $95.9 Million
Technology: $12.6 Million
Communication Services: $4.68 Million
Consumer Cyclical: $3.94 Million
Financial Services: $3.48 Million
Healthcare: $2.03 Million
Industrials: $1.31 Million
Energy: $1.22 Million
Other: $952,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $126 Million
  • Prior Value $118 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 08, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 12 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 72 stocks
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