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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.33B
$687 Million 0.34% of portfolio
5,000
Q4 2023 Reduced 1.96%
$2.22B
$503 Million 0.25% of portfolio
32,545
Q3 2024 Reduced 3.27%
$8.61B
$507 Million 0.25% of portfolio
4,488
Q3 2024 Reduced 4.83%
$8.9B
$358 Million 0.18% of portfolio
8,041
Q3 2024 Reduced 5.88%
$7.77B
$345 Million 0.17% of portfolio
51,702
Q3 2024 Reduced 4.88%
$5.61B
$273 Million 0.14% of portfolio
2,197
Q3 2024 Added 0.92%
$3.16B
$221 Million 0.11% of portfolio
5,091
Q3 2024 Reduced 8.58%
$6.59B
$230 Million 0.11% of portfolio
6,224
Q3 2024 Reduced 1.11%

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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