Redwood Wealth Management Group, LLC has filed its 13F form on August 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $133 Billion distributed in 1199 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Hnhaf with a value of $5.63B, Microsoft Corp with a value of $4.92B, Apple Inc. with a value of $3.95B, International Business Machines Corp with a value of $3.46B, and Ishares S&P 500 Growth ETF with a value of $3.3B.

Examining the 13F form we can see an increase of $38.4B in the current position value, from $94.4B to 133B.

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 $133 Billion
Technology: $31.9 Billion
ETFs: $26.4 Billion
Energy: $13.8 Billion
Healthcare: $11.3 Billion
Communication Services: $10.5 Billion
Financial Services: $6.85 Billion
Industrials: $6.13 Billion
Consumer Cyclical: $5.93 Billion
Other: $11.2 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 1,199
  • Current Value $133 Billion
  • Prior Value $94.4 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 09, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1,088 stocks
  • Additional Purchases 61 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 45 stocks
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