Redwood Wealth Management Group, LLC has filed its 13F form on April 21, 2025 for Q1 2025 where it was disclosed a total value porftolio of $197 Billion distributed in 157 stocks.
Among their holdings, we can observe that their the top five positions include companies like: So Young Intl Inc Funsponsored Adr 0.769230769231 Ord Shs with a value of $26.1B, Sanofi Fsponsored Adr 1 Adr Reps 0.5 Ord Shs with a value of $13.9B, International Business Machines Corp with a value of $4.73B, Microsoft Corp with a value of $4.54B, and Growgeneration Corp with a value of $3.93B.
Examining the 13F form we can see an decrease of $8.5B in the current position value, from $205B to 197B.
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
$197 Billion
Technology: $30.6 Billion
ETFs: $21 Billion
Energy: $13.1 Billion
Communication Services: $9.98 Billion
Healthcare: $8.27 Billion
Consumer Cyclical: $7.77 Billion
Financial Services: $5.69 Billion
Consumer Defensive: $3.5 Billion
Other: $6.05 Billion
Stock Holdings Table
Stock
Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
So Young Intl Inc Funsponsored Adr 0.769230769231 Ord Shs