Redwood Wealth Management Group, LLC Portfolio Holdings

Redwood Wealth Management Group, LLC

  • $197 Billion
  • Q1 2025

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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$8.53B
$676 Million 0.34% of portfolio
5,000
Q4 2023 Reduced 1.96%
$2.25B
$633 Million 0.32% of portfolio
46,663
Q1 2025 Added 31.21%
$2.9B
$419 Million 0.21% of portfolio
3,747
Q1 2025 New
$3.44B
$342 Million 0.17% of portfolio
1,185
Q1 2025 New
$2.51B
$325 Million 0.17% of portfolio
9,323
Q1 2025 Added 8.46%
$6.37B
$316 Million 0.16% of portfolio
5,099
Q1 2025 Added 0.63%
$6.73B
$251 Million 0.13% of portfolio
65,991
Q1 2025 Reduced 0.53%
$6.4B
$245 Million 0.12% of portfolio
7,441
Q1 2025 Reduced 2.18%
$5.23B
$209 Million 0.11% of portfolio
2,094
Q1 2025 Reduced 3.81%

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $197 Billion
  • Prior Value $205 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 21, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
Track This Portfolio

Track Redwood Wealth Management Group, LLC Portfolio

Follow Redwood Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Redwood Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redwood Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email