Redwood Wealth Management Group, LLC Sells in Q2 2025

Redwood Wealth Management Group, LLC

  • $223 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Schwab
-3.24M
- 12.38%
N/A
22.9M $22.9B
Federated Hermes Treasury Obligations Fund
-739K
- 22.51%
N/A
2.54M $2.54B
AAPL
Apple Inc.

Technology
-990
- 5.71%
$172.42 - $223.89 $171K - $222K
16.4K $3.36B
XOM
Exxon Mobil Corp

Energy
-441
- 1.89%
$99.93 - $119.04 $44.1K - $52.5K
22.9K $2.47B
LLY
Eli Lilly & CO

Healthcare
-88
- 3.52%
$713.71 - $898.95 $62.8K - $79.1K
2.42K $1.88B
MRK
Merck & Co., Inc.

Healthcare
-345
- 2.33%
$73.47 - $87.12 $25.3K - $30.1K
14.5K $1.15B
Super Micro Computer, Inc.
-9.8K
- 46.24%
N/A
11.4K $558M
VZ
Verizon Communications Inc

Communication Services
-2.02K
- 6.51%
$41.67 - $45.62 $84.2K - $92.2K
29K $1.26B
ABBV
Abb Vie Inc.

Healthcare
-34
- 0.73%
$170.16 - $206.27 $5.79K - $7.01K
4.64K $861M
AON
Aon PLC

Financial Services
-31
- 1.34%
$335.85 - $398.81 $10.4K - $12.4K
2.29K $816M
PG
Procter & Gamble CO

Consumer Defensive
-149
- 1.97%
$157.66 - $172.39 $23.5K - $25.7K
7.43K $1.18B
DECK
Deckers Outdoor Corp

Consumer Cyclical
-705
- 18.82%
$100.44 - $129.37 $70.8K - $91.2K
3.04K $314M
JD
Jd.Com, Inc.

Consumer Cyclical
-145
- 1.4%
$31.44 - $41.32 $4.56K - $5.99K
10.2K $334M
MCD
Mcdonalds Corp

Consumer Cyclical
-64
- 2.2%
$285.55 - $321.23 $18.3K - $20.6K
2.84K $830M
AMGN
Amgen Inc

Healthcare
-14
- 0.63%
$262.28 - $309.85 $3.67K - $4.34K
2.2K $615M
JNJ
Johnson & Johnson

Healthcare
-117
- 2.86%
$146.36 - $159.82 $17.1K - $18.7K
3.97K $606M
CTRA
Coterra Energy Inc.

Energy
-411
- 2.57%
$22.6 - $29.07 $9.29K - $11.9K
15.6K $396M
XLE
Energy Sector Spdr

ETFs
-150
- 2.41%
$76.44 - $94.13 $11.5K - $14.1K
6.07K $515M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-471
- 3.4%
$121.58 - $136.74 $57.3K - $64.4K
13.4K $1.82B
PFE
Pfizer Inc

Healthcare
-1.47K
- 5.89%
$21.59 - $24.84 $31.6K - $36.4K
23.4K $567M
Schwab
-46.6K
- 0.33%
N/A
13.9M $13.9B
JMBS
Janus Detroit Str Tr Henderson

ETFs
-561
- 1.34%
$43.89 - $45.45 $24.6K - $25.5K
41.4K $1.86B
Columbia Large Cap Growth Fund (Class R)
-840
- 0.38%
N/A
222K $1.92B
T. Rowe Price Spectrum Growth Fund
-1.34K
- 6.56%
N/A
19.1K $586M
DTE
Dte Energy CO

Utilities
-15
- 0.63%
$127.39 - $139.49 $1.91K - $2.09K
2.35K $312M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-190
- 3.54%
$59.8 - $60.07 $11.4K - $11.4K
5.17K $310M
UMC
United Microelectronics Corp

Technology
-3.7K
- 9.16%
$6.12 - $8.32 $22.6K - $30.8K
36.7K $281M
SDGR
Schrodinger, Inc.

Healthcare
-480
- 3.44%
$17.97 - $26.69 $8.63K - $12.8K
13.5K $271M
Pimco Stocks Plus Fund
-232
- 0.44%
N/A
52.6K $492M
F
Ford Motor CO

Consumer Cyclical
-3.05K
- 7.7%
$8.69 - $10.85 $26.5K - $33.1K
36.6K $397M
CRUS
Cirrus Logic, Inc.

Technology
-80
- 3.82%
$77.43 - $107.58 $6.19K - $8.61K
2.01K $210M
PEG
Public Service Enterprise Group Inc

Utilities
-97
- 1.79%
$77.13 - $84.18 $7.48K - $8.17K
5.33K $449M
V
Visa Inc.

Financial Services
-4
- 0.46%
$308.27 - $373.31 $1.23K - $1.49K
858 $304M
VLO
Valero Energy Corp

Energy
-8
- 0.5%
$104.69 - $141.77 $838 - $1.13K
1.58K $212M
Eaton Vance Global Macro Absolute Return Fund
-3.59K
- 4.63%
N/A
73.9K $253M
TRP
Tc Energy Corp

Energy
-193
- 1.69%
$44.48 - $51.4 $8.58K - $9.92K
11.2K $547M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-175
- 3.78%
$59.24 - $71.39 $10.4K - $12.5K
4.46K $318M
VWAGY
Volkswagen A G (Germany, Fr)

Consumer Cyclical
-50
- 0.18%
$9.36 - $11.88 $468 - $594
27K $290M
NVS
Novartis Ag

Healthcare
-80
- 3.73%
$101.96 - $121.01 $8.16K - $9.68K
2.06K $250M
SLV
I Shares Silver Trust

ETFs
-500
- 3.0%
$27.08 - $33.74 $13.5K - $16.9K
16.2K $530M
ENB
Enbridge Inc

Energy
-40
- 0.24%
$41.09 - $47.16 $1.64K - $1.89K
16.7K $755M
QCOM
Qualcomm Inc

Technology
-33
- 0.68%
$124.66 - $159.48 $4.11K - $5.26K
4.83K $768M
BX
Blackstone Inc.

Financial Services
-10
- 0.41%
$120.07 - $151.11 $1.2K - $1.51K
2.45K $366M
KMI
Kinder Morgan, Inc.

Energy
-2.04K
- 2.14%
$25.21 - $29.4 $51.3K - $59.9K
93K $2.73B
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
-300
- 4.23%
$41.45 - $54.46 $12.4K - $16.3K
6.8K $354M
AMAT
Applied Materials Inc

Technology
-168
- 9.19%
$126.95 - $183.52 $21.3K - $30.8K
1.66K $304M
Columbia Diversified Equity Income Fund (Class R)
-864
- 1.45%
N/A
58.8K $2.09B
Vanguard Dividend Growth Fund
-524
- 0.89%
N/A
58.4K $2.12B
NEM
Newmont Corp

Basic Materials
-100
- 2.17%
$44.18 - $59.46 $4.42K - $5.95K
4.52K $263M
Activity Summary
Buys All Purchases 88 New Holdings 29 Increased Positions 59 Sells All Sells 72 Reductions 72 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Redwood Wealth Management Group, LLC Portfolio

Follow Redwood Wealth Management Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Redwood Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Redwood Wealth Management Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email