Redwood Wealth Management Group, LLC Portfolio Holdings by Sector
Redwood Wealth Management Group, LLC
- $223 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVW IVV IWM JMBS SDY IJH VEA TLT 20 stocks |
$24.7 Million
20.3% of portfolio
|
8
|
10
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MRVL MU QCOM AMD HIMX AOSL 13 stocks |
$15.5 Million
12.74% of portfolio
|
9
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR OKTA PANW IOT CRWD ADBE ORCL 8 stocks |
$11.6 Million
9.53% of portfolio
|
6
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META OPRA BIDU 5 stocks |
$8.48 Million
6.96% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET KMI ENB EPD TRP DTM 6 stocks |
$8.06 Million
6.62% of portfolio
|
2
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK ABBV BMY AMGN JNJ PFE NVS 8 stocks |
$6.58 Million
5.4% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$5.6 Million
4.6% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA JD 3 stocks |
$4.75 Million
3.9% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER ZETA MSTR RIOT TTD CRNC CLSK 7 stocks |
$3.63 Million
2.98% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$3.36 Million
2.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2.71 Million
2.23% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F VWAGY NIO 4 stocks |
$2.49 Million
2.05% of portfolio
|
2
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.97 Million
1.62% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT BA 3 stocks |
$1.69 Million
1.38% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT CTRA CIVI DVN 4 stocks |
$1.59 Million
1.31% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
BRBR INGR 2 stocks |
$1.53 Million
1.26% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$1.44 Million
1.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
FSK BX BTO 3 stocks |
$1.13 Million
0.93% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO CRDO 2 stocks |
$1.05 Million
0.86% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
LX V PYPL 3 stocks |
$1.05 Million
0.86% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$1.04 Million
0.85% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG DTE DUK 3 stocks |
$974,251
0.8% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN SIEGY 2 stocks |
$836,397
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$830,347
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$815,553
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO BHP 2 stocks |
$800,032
0.66% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$786,284
0.65% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$709,474
0.58% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$682,010
0.56% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$597,887
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$592,007
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$591,255
0.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$587,700
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
DINO VLO 2 stocks |
$521,548
0.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$513,459
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$313,539
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
SDGR 1 stocks |
$271,258
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN 1 stocks |
$265,650
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$263,243
0.22% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$233,033
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
IONQ 1 stocks |
$216,268
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$211,617
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$201,845
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|