Redwood Wealth Management Group, LLC Portfolio Holdings

Redwood Wealth Management Group, LLC

  • $202 Billion
  • Q3 2024

Redwood Wealth Management Group, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $202 Billion distributed in 156 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 $31.4B, Schwab Government Money Inv with a value of $14.8B, Hon Hai Precision Ordf with a value of $4.93B, Microsoft Corp with a value of $4.74B, and International Business Machines Corp with a value of $4.3B.

Examining the 13F form we can see an increase of $68.9B in the current position value, from $133B to 202B.

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 $202 Billion
Technology: $28.6 Billion
ETFs: $24.9 Billion
Energy: $12.3 Billion
Communication Services: $9.86 Billion
Healthcare: $9.24 Billion
Consumer Cyclical: $5.65 Billion
Financial Services: $4.43 Billion
Industrials: $3.67 Billion
Other: $6.61 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.25T
$4.74 Billion 2.35% of portfolio
11,021
Q3 2024 Added 0.06%
$200B
$4.3 Billion 2.13% of portfolio
19,460
Q3 2024 Reduced 2.65%
$4.09T
$4.24 Billion 2.1% of portfolio
18,200
Q3 2024 Reduced 2.93%
$336B
$3.22 Billion 1.6% of portfolio
26,495
Q3 2024 Added 1.35%
$58.2B
$3 Billion 1.49% of portfolio
187,020
Q3 2024 Added 48.91%
$89.4B
$2.94 Billion 1.46% of portfolio
17,030
Q3 2024 Added 915.5%
$441B
$2.77 Billion 1.37% of portfolio
23,650
Q3 2024 Reduced 2.41%
$1.14T
$2.76 Billion 1.37% of portfolio
16,636
Q3 2024 Reduced 0.86%
$1.17T
$2.65 Billion 1.32% of portfolio
15,873
Q3 2024 Reduced 0.5%
$60.4B
$2.27 Billion 1.12% of portfolio
102,607
Q3 2024 Reduced 3.78%
$730B
$1.91 Billion 0.95% of portfolio
2,154
Q3 2024 Added 10.57%
$248B
$1.68 Billion 0.83% of portfolio
14,762
Q3 2024 Reduced 0.45%
$168B
$1.63 Billion 0.81% of portfolio
36,375
Q3 2024 Reduced 1.36%
$398B
$1.4 Billion 0.7% of portfolio
8,108
Q3 2024 Reduced 0.25%
$158B
$1.1 Billion 0.55% of portfolio
29,701
Q3 2024 Added 1.33%
$1.32T
$1.1 Billion 0.55% of portfolio
1,930
Q3 2024 Added 20.32%
$1.33T
$1.05 Billion 0.52% of portfolio
4,015
Q3 2024 Added 1.44%
$2.29T
$1.03 Billion 0.51% of portfolio
5,525
Q3 2024 Reduced 0.38%
$193B
$1.03 Billion 0.51% of portfolio
2,640
Q3 2024 Reduced 0.49%
$192B
$964 Million 0.48% of portfolio
5,878
Q3 2024 Added 6.29%
$310B
$931 Million 0.46% of portfolio
4,716
Q3 2024 Added 0.45%
$215B
$899 Million 0.45% of portfolio
2,953
Q3 2024 Reduced 9.86%
$74.2B
$910 Million 0.45% of portfolio
2,631
Q3 2024 Reduced 9.31%
$172B
$862 Million 0.43% of portfolio
5,069
Q3 2024 Reduced 4.56%
$171B
$839 Million 0.42% of portfolio
6,923
Q3 2024 Reduced 1.68%
$67B
$750 Million 0.37% of portfolio
21,713
Q3 2024 Reduced 0.09%
$148B
$726 Million 0.36% of portfolio
25,073
Q3 2024 Added 0.84%
$141B
$719 Million 0.36% of portfolio
2,232
Q3 2024 Reduced 6.92%
$122B
$676 Million 0.34% of portfolio
13,066
Q3 2024 Added 1.89%
$9.05B
$687 Million 0.34% of portfolio
5,000
Q4 2023 Reduced 1.96%
$71.9B
$673 Million 0.33% of portfolio
5,815
Q3 2024 Reduced 1.87%
$83.8B
$657 Million 0.33% of portfolio
16,186
Q3 2024 Reduced 1.22%
$95B
$629 Million 0.31% of portfolio
8,840
Q3 2024 Reduced 4.4%
$378B
$631 Million 0.31% of portfolio
3,896
Q3 2024 Reduced 0.1%
$120B
$633 Million 0.31% of portfolio
8,425
Q3 2024 Reduced 6.74%
$46.3B
$606 Million 0.3% of portfolio
12,751
Q3 2024 Reduced 8.86%
$55.5B
$600 Million 0.3% of portfolio
5,470
Q3 2024 Reduced 10.69%
$98B
$560 Million 0.28% of portfolio
5,399
Q3 2024 Added 7.02%
$240B
$543 Million 0.27% of portfolio
10,212
Q3 2024 Reduced 1.42%
$128B
$533 Million 0.26% of portfolio
912
Q3 2024 Reduced 6.37%
$45.7B
$527 Million 0.26% of portfolio
3,900
Q3 2024 Reduced 4.01%
$67.4B
$521 Million 0.26% of portfolio
17,905
Q3 2024 Reduced 4.22%
$162B
$519 Million 0.26% of portfolio
23,611
Q3 2024 Added 0.96%
$75.2B
$501 Million 0.25% of portfolio
477
Q3 2024 Reduced 9.49%
$2.15B
$503 Million 0.25% of portfolio
32,545
Q3 2024 Reduced 3.27%
$9.71B
$507 Million 0.25% of portfolio
4,488
Q3 2024 Reduced 4.83%
$193B
$512 Million 0.25% of portfolio
1,035
Q3 2024 Added 3.5%
$135B
$513 Million 0.25% of portfolio
1,547
Q3 2024 Reduced 4.21%
$250B
$487 Million 0.24% of portfolio
6,029
Q3 2024 Reduced 2.38%

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $202 Billion
  • Prior Value $133 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 39 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
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