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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Victory Rs International Y
-
$948 Million 0.46% of portfolio
-
Q4 2024 Reduced 6.42%
$177B
$951 Million 0.46% of portfolio
2,621
Q4 2024 Reduced 0.72%
$225B
$850 Million 0.41% of portfolio
2,937
Q4 2024 Reduced 0.54%
$371B
$835 Million 0.41% of portfolio
4,699
Q4 2024 Reduced 0.36%
Baron Global Advantage Institutional
-
$817 Million 0.4% of portfolio
-
Q4 2024 Reduced 10.45%
$195B
$795 Million 0.39% of portfolio
6,882
Q4 2024 Reduced 0.59%
Virtus Kar Small Cap Growth I
-
$783 Million 0.38% of portfolio
-
Q4 2024 Added 2.32%
Vanguard 500 Index Admiral
-
$775 Million 0.38% of portfolio
-
Q4 2024 Reduced 0.84%
$176B
$769 Million 0.38% of portfolio
5,011
Q4 2024 Reduced 1.14%
$2.32B
$749 Million 0.37% of portfolio
49,750
Q4 2024 New
Vanguard Wellington Admiral
-
$760 Million 0.37% of portfolio
-
Q4 2024 Added 9.09%
$130B
$749 Million 0.36% of portfolio
13,263
Q4 2024 Added 1.51%
$62.2B
$701 Million 0.34% of portfolio
21,723
Q4 2024 Added 0.05%
$8.54B
$688 Million 0.34% of portfolio
5,000
Q4 2023 Reduced 1.96%
$88.8B
$683 Million 0.33% of portfolio
16,086
Q4 2024 Reduced 0.62%
$1.47B
$669 Million 0.33% of portfolio
83,060
Q4 2024 Reduced 4.06%
$60B
$635 Million 0.31% of portfolio
5,749
Q4 2024 Added 3.4%
$25B
$637 Million 0.31% of portfolio
5,420
Q4 2024 Reduced 0.91%
$2.47B
$638 Million 0.31% of portfolio
35,563
Q4 2024 New
$172B
$640 Million 0.31% of portfolio
5,299
Q4 2024 Reduced 9.85%
Lord Abbett Growth Leaders I
-
$614 Million 0.3% of portfolio
-
Q4 2024 Reduced 3.79%
$248B
$606 Million 0.3% of portfolio
10,228
Q4 2024 Added 0.16%
$0
$592 Million 0.29% of portfolio
26,715
Q4 2024 Added 32.91%
$193B
$592 Million 0.29% of portfolio
1,035
Q3 2024 Added 3.5%
$73.6B
$565 Million 0.28% of portfolio
18,000
Q4 2024 Added 0.53%
Bny Mellon Global Fixed Income Y
-
$570 Million 0.28% of portfolio
-
Q4 2024 Reduced 1.77%
$49B
$575 Million 0.28% of portfolio
12,346
Q4 2024 Reduced 3.18%
Vanguard Us Growth Admiral
-
$575 Million 0.28% of portfolio
-
Q4 2024 Added 4.7%
$169B
$575 Million 0.28% of portfolio
2,206
Q4 2024 Reduced 1.16%
$428B
$580 Million 0.28% of portfolio
4,020
Q4 2024 Added 3.18%
Pimco Income Instl
-
$582 Million 0.28% of portfolio
-
Q4 2024 Reduced 8.33%
$41.3B
$582 Million 0.28% of portfolio
56,250
Q4 2024 New
$720M
$548 Million 0.27% of portfolio
14,737
Q4 2024 New
$0
$552 Million 0.27% of portfolio
6,443
Q4 2024 Added 33.53%
$2.03B
$563 Million 0.27% of portfolio
29,715
Q4 2024 Reduced 8.7%
$19.4B
$524 Million 0.26% of portfolio
11,368
Q4 2024 Added 0.07%
$118B
$534 Million 0.26% of portfolio
1,609
Q4 2024 Added 4.01%
$150B
$540 Million 0.26% of portfolio
8,955
Q4 2024 Added 6.29%
$193B
$541 Million 0.26% of portfolio
23,772
Q4 2024 Added 0.68%
Lord Abbett High Yield I
-
$541 Million 0.26% of portfolio
-
Q3 2024 New
$233B
$543 Million 0.26% of portfolio
6,011
Q4 2024 Reduced 0.3%
$77.6B
$519 Million 0.25% of portfolio
5,708
Q4 2024 Reduced 1.84%
Pgim Short Term Corporate Bond Z
-
$517 Million 0.25% of portfolio
-
Q4 2024 Reduced 0.7%
$100B
$505 Million 0.25% of portfolio
8,579
Q4 2024 Reduced 2.95%
Pimco Mortgage Opportunities And Bdinstl
-
$495 Million 0.24% of portfolio
-
Q4 2024 Reduced 5.25%
$105B
$484 Million 0.24% of portfolio
2,810
Q4 2024 Reduced 3.44%
$180B
$470 Million 0.23% of portfolio
1,056
Q4 2024 Added 25.56%
$709B
$475 Million 0.23% of portfolio
1,981
Q4 2024 Added 0.05%
$115B
$444 Million 0.22% of portfolio
914
Q4 2024 Added 0.22%

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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