Redwood Investment Management, LLC Purchases in Q1 2025

Redwood Investment Management, LLC

  • $922 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CCK
Crown Holdings Inc

Consumer Cyclical
14.7K
New
$78.77 - $91.74 $1.16M - $1.35M
14.7K $1.31M
PKI
Perkinelmer Inc

Healthcare
12.4K
New
N/A
12.4K $1.31M
L
Loews Corp

Financial Services
14.2K
New
$81.13 - $91.91 $1.16M - $1.31M
14.2K $1.31M
TSN
Tyson Foods, Inc.

Consumer Defensive
20.5K
New
$54.27 - $63.81 $1.11M - $1.31M
20.5K $1.31M
BROS
Dutch Bros Inc.

Consumer Cyclical
21.2K
New
$55.77 - $85.37 $1.18M - $1.81M
21.2K $1.31M
BHF
Brighthouse Financial, Inc.

Financial Services
22.5K
New
$45.74 - $62.97 $1.03M - $1.42M
22.5K $1.31M
AIZ
Assurant, Inc.

Financial Services
6.23K
New
$198.92 - $218.67 $1.24M - $1.36M
6.23K $1.31M
COLM
Columbia Sportswear CO

Consumer Cyclical
17.3K
New
$75.3 - $92.08 $1.3M - $1.59M
17.3K $1.31M
LNW
Light & Wonder, Inc.

Consumer Cyclical
15.1K
New
$85.08 - $111.48 $1.28M - $1.68M
15.1K $1.3M
Brookfield Renewable Corp
46.7K
New
N/A
46.7K $1.3M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
15.6K
+ 72.69%
$80.73 - $94.96 $1.26M - $1.48M
37.2K $3.08M
UNH
Unitedhealth Group Inc

Healthcare
2.03K
+ 147.6%
$461.52 - $548.18 $937K - $1.11M
3.41K $1.78M
ADT
Adt Inc.

Industrials
121K
+ 305.45%
$6.87 - $8.23 $834K - $999K
161K $1.31M
EXPD
Expeditors International Of Washington Inc

Industrials
8.42K
+ 347.01%
$109.09 - $126.48 $919K - $1.07M
10.8K $1.31M
TMUS
T Mobile Us, Inc.

Communication Services
3.06K
+ 141.59%
$211.3 - $272.83 $646K - $834K
5.22K $1.39M
JPM
Jpmorgan Chase & CO

Financial Services
3.48K
+ 68.36%
$225.19 - $279.95 $784K - $975K
8.57K $2.1M
PG
Procter & Gamble CO

Consumer Defensive
4.92K
+ 106.25%
$158.56 - $176.26 $779K - $866K
9.54K $1.63M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
28.5K
+ 18.02%
$77.33 - $90.16 $2.2M - $2.57M
187K $14.6M
CVS
Cvs Health Corp

Healthcare
3.62K
+ 14.43%
$44.22 - $68.64 $160K - $249K
28.7K $1.95M
BBY
Best Buy CO Inc

Consumer Cyclical
14.6K
+ 65.1%
$70.3 - $91.1 $1.02M - $1.33M
37K $2.72M
JNJ
Johnson & Johnson

Healthcare
3.6K
+ 60.1%
$142.06 - $167.7 $511K - $604K
9.59K $1.59M
META
Meta Platforms, Inc.

Communication Services
1.24K
+ 40.48%
$576.36 - $736.67 $712K - $911K
4.29K $2.47M
COST
Costco Wholesale Corp

Consumer Defensive
625
+ 38.99%
$890.62 - $1076.86 $557K - $673K
2.23K $2.11M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.71K
+ 64.89%
$237.72 - $276.98 $645K - $751K
6.89K $1.69M
KO
Coca Cola CO

Consumer Defensive
7.2K
New
$60.81 - $72.32 $438K - $521K
7.2K $516K
CVX
Chevron Corp

Energy
1.3K
+ 10.28%
$146.71 - $167.97 $190K - $218K
13.9K $2.33M
MCD
Mcdonalds Corp

Consumer Cyclical
1.51K
New
$279.74 - $321.29 $423K - $486K
1.51K $472K
BAC
Bank Of America Corp

Financial Services
11K
New
$39.61 - $47.74 $435K - $525K
11K $459K
WFC
Wells Fargo & Company

Financial Services
6.4K
New
$66.78 - $81.42 $427K - $521K
6.4K $459K
HD
Home Depot, Inc.

Consumer Cyclical
1.39K
+ 56.34%
$347.25 - $424.87 $483K - $591K
3.86K $1.41M
EFV
Msci Eafe Value ETF

ETFs
2.66K
+ 5.9%
$51.88 - $60.73 $138K - $162K
47.7K $2.81M
GOOGL
Alphabet Inc.

Communication Services
6.31K
+ 40.94%
$154.33 - $206.19 $973K - $1.3M
21.7K $3.36M
ABT
Abbott Laboratories

Healthcare
2.97K
New
$111.1 - $140.22 $330K - $417K
2.97K $394K
PEP
Pepsico Inc

Consumer Defensive
2.6K
New
$142.64 - $156.42 $371K - $407K
2.6K $390K
VIG
Vanguard Dividend Appreciation

ETFs
1.93K
New
N/A
1.93K $375K
TMO
Thermo Fisher Scientific Inc.

Healthcare
669
New
$497.6 - $606.74 $333K - $406K
669 $333K
PFE
Pfizer Inc

Healthcare
15.5K
+ 25.95%
$25.01 - $27.13 $387K - $420K
75.1K $1.9M
VZ
Verizon Communications Inc

Communication Services
1.24K
+ 2.64%
$37.81 - $46.49 $46.9K - $57.7K
48.2K $2.19M
MA
Mastercard Inc

Financial Services
513
+ 43.04%
$504.67 - $576.31 $259K - $296K
1.71K $934K
QCOM
Qualcomm Inc

Technology
1.97K
New
$151.94 - $175.86 $300K - $347K
1.97K $303K
GE
General Electric CO

Industrials
1.48K
New
$168.59 - $212.13 $250K - $315K
1.48K $297K
AMD
Advanced Micro Devices Inc

Technology
2.87K
New
$96.63 - $129.55 $277K - $372K
2.87K $295K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
9.6K
+ 7.37%
$22.46 - $23.26 $216K - $223K
140K $3.24M
FMC
Fmc Corp

Basic Materials
11.6K
+ 35.57%
$34.54 - $56.38 $402K - $656K
44.4K $1.87M
CCI
Crown Castle International Corp

Real Estate
354
+ 1.98%
$84.33 - $106.39 $29.9K - $37.7K
18.3K $1.9M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
12.8K
New
$21.23 - $23.75 $273K - $305K
12.8K $277K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12K
+ 133.18%
$22.25 - $23.0 $266K - $275K
20.9K $481K
SBUX
Starbucks Corp

Consumer Cyclical
2.8K
New
$91.75 - $115.81 $257K - $324K
2.8K $274K
UPS
United Parcel Service Inc

Industrials
4.31K
+ 34.18%
$109.66 - $136.26 $472K - $587K
16.9K $1.86M
Activity Summary
Buys All Purchases 173 New Holdings 68 Increased Positions 105 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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