Redwood Wealth Management Group, LLC Portfolio Holdings by Sector
Redwood Wealth Management Group, LLC
- $205 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVW IVV IWM SDY JMBS IJH IJR SPLV 18 stocks |
$23.9 Million
22.04% of portfolio
|
4
|
13
|
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO QCOM HIMX AMD MRVL AOSL MU 11 stocks |
$10.9 Million
10.04% of portfolio
|
5
|
6
|
2
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG GOOGL META OPRA BIDU 5 stocks |
$8.49 Million
7.83% of portfolio
|
3
|
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ET KMI ENB TRP EPD 5 stocks |
$8.08 Million
7.45% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ADBE PANW CRWD 5 stocks |
$7.8 Million
7.19% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY MRK ABBV BMY PFE JNJ AMGN NVS 8 stocks |
$6.91 Million
6.37% of portfolio
|
4
|
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$4.5 Million
4.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$4.24 Million
3.9% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA JD 3 stocks |
$2.58 Million
2.37% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F NIO VWAGY 4 stocks |
$2.57 Million
2.37% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$2.5 Million
2.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
ZETA TTD UBER CRNC CLSK 5 stocks |
$2.38 Million
2.2% of portfolio
|
3
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ T 2 stocks |
$1.93 Million
1.78% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG CL CLX 3 stocks |
$1.8 Million
1.66% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EQT CTRA CIVI DVN 4 stocks |
$1.64 Million
1.52% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX FSK BTO APAM 4 stocks |
$1.46 Million
1.34% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
RTX LMT BA 3 stocks |
$1.44 Million
1.33% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
NU JPM 2 stocks |
$1.06 Million
0.97% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
LX PYPL V 3 stocks |
$977,634
0.9% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$950,715
0.88% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON 1 stocks |
$939,155
0.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT INDI 3 stocks |
$871,965
0.8% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$850,173
0.78% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
RIO BHP 2 stocks |
$764,719
0.71% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NFE 1 stocks |
$748,986
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PEG DTE 2 stocks |
$742,447
0.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN CMI 2 stocks |
$739,847
0.68% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Railroads | Industrials
CSX 1 stocks |
$701,001
0.65% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
INGR 1 stocks |
$687,517
0.63% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$605,892
0.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$592,455
0.55% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$542,840
0.5% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
SCCO 1 stocks |
$519,362
0.48% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$433,863
0.4% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$394,797
0.36% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN 1 stocks |
$353,625
0.33% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Solar | Technology
ENPH 1 stocks |
$347,698
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS 1 stocks |
$329,027
0.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
SDGR 1 stocks |
$282,678
0.26% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
DINO 1 stocks |
$266,146
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
IONQ 1 stocks |
$225,602
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Chemicals | Basic Materials
DOW 1 stocks |
$212,734
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$210,639
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|