Redwood Wealth Management Group, LLC Portfolio Holdings by Sector
Redwood Wealth Management Group, LLC
- $236 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVW IVV IWM TLT IJH JMBS SDY VEA 21 stocks |
$27.2 Million
20.24% of portfolio
|
6
|
11
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO MRVL MU AMD QCOM HIMX AOSL 13 stocks |
$17.9 Million
13.36% of portfolio
|
4
|
9
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR S PANW OKTA IOT CRWD ORCL 10 stocks |
$14.6 Million
10.89% of portfolio
|
6
|
4
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META BIDU OPRA 5 stocks |
$10.7 Million
8.0% of portfolio
|
2
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET KMI ENB EPD TRP DTM 6 stocks |
$7.74 Million
5.76% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK ABBV JNJ AMGN BMY PFE NVS 8 stocks |
$6.66 Million
4.96% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$5.47 Million
4.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA JD 3 stocks |
$5.19 Million
3.86% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.04 Million
3.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ZETA UBER RIOT MSTR CRNC CLSK TTD 7 stocks |
$3.92 Million
2.92% of portfolio
|
2
|
5
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA NIO F VWAGY 4 stocks |
$3.32 Million
2.47% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$2.65 Million
1.97% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT BA 3 stocks |
$1.79 Million
1.34% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.79 Million
1.33% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT CIVI CTRA DVN 4 stocks |
$1.49 Million
1.11% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL 2 stocks |
$1.33 Million
0.99% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
LX V PYPL SOFI 4 stocks |
$1.11 Million
0.82% of portfolio
|
1
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
INGR BRBR 2 stocks |
$1.1 Million
0.82% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX BTO FSK 3 stocks |
$1.04 Million
0.77% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT 2 stocks |
$1.01 Million
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN SIEGY 2 stocks |
$972,124
0.72% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO BHP 2 stocks |
$941,180
0.7% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG DTE DUK 3 stocks |
$932,229
0.69% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$918,991
0.68% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO CRDO 2 stocks |
$845,308
0.63% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$814,429
0.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$750,788
0.56% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$728,003
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM MO 2 stocks |
$719,435
0.54% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$710,495
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$644,474
0.48% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
DINO VLO 2 stocks |
$607,331
0.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$585,053
0.44% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX 2 stocks |
$556,827
0.41% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$512,292
0.38% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM 1 stocks |
$381,394
0.28% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
IONQ 1 stocks |
$343,662
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
DECK 1 stocks |
$325,094
0.24% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN 1 stocks |
$284,509
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
SDGR 1 stocks |
$262,124
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Renewable | Utilities
CEG 1 stocks |
$237,589
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW 1 stocks |
$233,520
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$228,314
0.17% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
RBLX 1 stocks |
$213,321
0.16% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
NRG 1 stocks |
$203,667
0.15% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
MS 1 stocks |
$201,133
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|