Redwood Wealth Management Group, LLC Portfolio Holdings

Redwood Wealth Management Group, LLC

  • $205 Billion
  • Q4 2024

Redwood Wealth Management Group, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $205 Billion distributed in 159 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Value Advantage Money Investor Shares with a value of $31.1B, Schwab Government Money Inv with a value of $14B, Microsoft Corp with a value of $5.17B, Hon Hai Precision Ordf with a value of $4.7B, and Apple Inc. with a value of $4.5B.

Examining the 13F form we can see an increase of $3.44B in the current position value, from $202B to 205B.

Redwood Wealth Management Group, LLC is based out at Moorestown, NJ

Below you can find more details about Redwood Wealth Management Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $205 Billion
Technology: $31.9 Billion
ETFs: $23.9 Billion
Energy: $12.5 Billion
Communication Services: $10.8 Billion
Healthcare: $7.55 Billion
Consumer Cyclical: $6 Billion
Financial Services: $5.67 Billion
Industrials: $3.83 Billion
Other: $6.41 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Schwab Value Advantage Money Investor Shares
-
$31.1 Billion 15.15% of portfolio
-
Q4 2024 Reduced 1.1%
Schwab Government Money Inv
-
$14 Billion 6.82% of portfolio
-
Q4 2024 Reduced 5.2%
$2.8T
$5.17 Billion 2.52% of portfolio
12,260
Q4 2024 Added 11.24%
Hon Hai Precision Ordf
-
$4.7 Billion 2.29% of portfolio
-
Q4 2024 Reduced 0.2%
$3.57T
$4.5 Billion 2.2% of portfolio
18,002
Q4 2024 Reduced 1.09%
$223B
$4.24 Billion 2.06% of portfolio
19,291
Q4 2024 Reduced 0.87%
Baron Partners Retail
-
$4.21 Billion 2.05% of portfolio
-
Q4 2024 Added 96.56%
Schwab Value Advantage Money Ultra Shares
-
$4.1 Billion 2.0% of portfolio
-
Q4 2024 Reduced 2.78%
$270B
$3.62 Billion 1.76% of portfolio
26,930
Q4 2024 Added 1.64%
$57.4B
$3.57 Billion 1.74% of portfolio
182,504
Q4 2024 Reduced 2.41%
$0
$3.45 Billion 1.68% of portfolio
34,024
Q4 2024 Reduced 2.62%
$0
$3.32 Billion 1.62% of portfolio
5,638
Q4 2024 Reduced 2.39%
Fidelity Advisor Growth Opps I
-
$3.16 Billion 1.54% of portfolio
-
Q4 2024 Reduced 2.89%
$951B
$3.15 Billion 1.54% of portfolio
16,605
Q4 2024 Added 4.61%
$922B
$3.12 Billion 1.52% of portfolio
16,484
Q4 2024 Reduced 0.91%
$0
$3.11 Billion 1.51% of portfolio
14,058
Q4 2024 Added 1.29%
$64.1B
$2.69 Billion 1.31% of portfolio
98,092
Q4 2024 Reduced 4.4%
Mfs Intl Diversification I
-
$2.57 Billion 1.25% of portfolio
-
Q4 2024 Added 1.06%
$496B
$2.5 Billion 1.22% of portfolio
23,234
Q4 2024 Reduced 1.76%
$0
$2.43 Billion 1.19% of portfolio
18,446
Q4 2024 Reduced 10.31%
Lord Abbett Bond Debenture I
-
$2.31 Billion 1.13% of portfolio
-
Q4 2024 Added 0.7%
Vanguard Dividend Growth Fund Inv
-
$2.17 Billion 1.06% of portfolio
-
Q4 2024 Reduced 2.21%
Virtus Kar Mid Cap Growth I
-
$2.16 Billion 1.05% of portfolio
-
Q4 2024 Reduced 4.26%
Columbia Dividend Income Inst2
-
$2.02 Billion 0.98% of portfolio
-
Q4 2024 Added 2.18%
Lord Abbett Cr Opportunities Inst
-
$1.93 Billion 0.94% of portfolio
-
Q4 2024 Reduced 5.95%
$0
$1.87 Billion 0.91% of portfolio
42,324
Q4 2024 Reduced 2.84%
$785B
$1.84 Billion 0.9% of portfolio
2,379
Q4 2024 Added 10.45%
$0
$1.73 Billion 0.84% of portfolio
27,783
Q4 2024 Reduced 2.2%
$0
$1.7 Billion 0.83% of portfolio
14,794
Q4 2024 Reduced 2.13%
Vanguard Small Cap Value Index Admiral
-
$1.66 Billion 0.81% of portfolio
-
Q4 2024 Reduced 2.32%
$0
$1.66 Billion 0.81% of portfolio
23,682
Q4 2024 Reduced 10.04%
Vanguard International Growth Adm
-
$1.66 Billion 0.81% of portfolio
-
Q4 2024 Added 5.28%
$818B
$1.64 Billion 0.8% of portfolio
4,037
Q4 2024 Added 0.55%
$166B
$1.61 Billion 0.79% of portfolio
21,332
Q4 2024 Reduced 28.18%
Fidelity Advisor Intl Small Cap I
-
$1.56 Billion 0.76% of portfolio
-
Q4 2024 Reduced 1.49%
$227B
$1.45 Billion 0.71% of portfolio
14,618
Q4 2024 Reduced 0.98%
$0
$1.42 Billion 0.69% of portfolio
29,759
Q4 2024 Reduced 2.64%
$191B
$1.39 Billion 0.68% of portfolio
34,768
Q4 2024 Reduced 4.42%
$1.3T
$1.31 Billion 0.64% of portfolio
2,248
Q4 2024 Added 16.48%
$404B
$1.3 Billion 0.63% of portfolio
7,750
Q4 2024 Reduced 4.42%
$1.94T
$1.24 Billion 0.61% of portfolio
5,668
Q4 2024 Added 2.59%
Federated Hermes Mdt Mid Cap Growth Is
-
$1.24 Billion 0.61% of portfolio
-
Q4 2024 Added 10.78%
Lord Abbett High Income Muni Bond I
-
$1.23 Billion 0.6% of portfolio
-
Q4 2024 Added 13.58%
Guggenheim Total Return Bond P
-
$1.18 Billion 0.57% of portfolio
-
Q4 2024 Reduced 4.67%
Vanguard Us Growth Investor
-
$1 Billion 0.49% of portfolio
-
Q4 2024 Added 3.53%
Touchstone Sands Cptl Emerg Mkts Gr Y
-
$995 Million 0.48% of portfolio
-
Q4 2024 Reduced 6.84%
$350B
$971 Million 0.47% of portfolio
11,450
Q4 2024 Added 10.99%
Fundstrat Granny Sht Us Lg Cp ETF
-
$933 Million 0.46% of portfolio
-
Q4 2024 New
$82.6B
$939 Million 0.46% of portfolio
2,618
Q4 2024 Reduced 0.49%

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $205 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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