Redwood Wealth Management Group, LLC Portfolio Holdings

Redwood Wealth Management Group, LLC

  • $205 Billion
  • Q4 2024

Redwood Wealth Management Group, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $205 Billion distributed in 159 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 $31.1B, Schwab Government Money Inv with a value of $14B, Microsoft Corp with a value of $5.17B, Hon Hai Precision Ordf with a value of $4.7B, and Apple Inc. with a value of $4.5B.

Examining the 13F form we can see an increase of $3.44B in the current position value, from $202B to 205B.

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 $205 Billion
Technology: $31.9 Billion
ETFs: $23.9 Billion
Energy: $12.5 Billion
Communication Services: $10.8 Billion
Healthcare: $7.55 Billion
Consumer Cyclical: $6 Billion
Financial Services: $5.67 Billion
Industrials: $3.83 Billion
Other: $6.41 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.76B
$669 Million 0.33% of portfolio
83,060
Q4 2024 Reduced 4.06%
$1.05B
$548 Million 0.27% of portfolio
14,737
Q4 2024 New
$1.46B
$359 Million 0.18% of portfolio
61,855
Q4 2024 New
$490M
$326 Million 0.16% of portfolio
41,560
Q4 2024 New
$1.56B
$283 Million 0.14% of portfolio
14,620
Q4 2024 Added 8.39%
$492M
$243 Million 0.12% of portfolio
26,345
Q4 2024 Reduced 4.01%
$491M
$215 Million 0.1% of portfolio
53,250
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 159
  • Current Value $205 Billion
  • Prior Value $202 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 27, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 15 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 76 stocks
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