Red Door Wealth Management, LLC Purchases in Q4 2024

Red Door Wealth Management, LLC

  • $619 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
16K
+ 13.27%
$221.69 - $259.02 $3.56M - $4.15M
137K $34.3M
NVDA
Nvidia Corp

Technology
16.6K
+ 7.8%
$117.0 - $148.88 $1.94M - $2.47M
230K $30.9M
AMZN
Amazon Com Inc

Consumer Cyclical
3.65K
+ 3.56%
$180.88 - $232.93 $661K - $851K
106K $23.3M
ABBV
Abb Vie Inc.

Healthcare
24.7K
+ 225.43%
$164.99 - $203.87 $4.07M - $5.03M
35.6K $6.32M
GOOG
Alphabet Inc.

Communication Services
6.22K
+ 6.9%
$163.08 - $198.16 $1.01M - $1.23M
96.4K $18.4M
JPM
Jpmorgan Chase & CO

Financial Services
4.78K
+ 7.36%
$205.18 - $250.29 $980K - $1.2M
69.7K $16.7M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
1.41K
+ 1.46%
$47.29 - $84.74 $66.7K - $120K
97.8K $7.29M
V
Visa Inc.

Financial Services
2.35K
+ 7.03%
$273.87 - $320.91 $643K - $753K
35.7K $11.3M
WMT
Walmart Inc.

Consumer Defensive
5.78K
+ 4.41%
$79.1 - $95.7 $457K - $553K
137K $12.4M
NOW
Service Now, Inc.

Technology
481
+ 6.48%
$867.18 - $1148.42 $417K - $552K
7.9K $8.38M
CRM
Salesforce, Inc.

Technology
1.45K
+ 7.55%
$270.87 - $367.87 $393K - $534K
20.7K $6.91M
CSCO
Cisco Systems, Inc.

Technology
12.9K
+ 9.56%
$52.45 - $60.02 $676K - $774K
148K $8.75M
SCHX
Schwab Strategic Tr Us Large C

ETFs
855K
+ 208.6%
$22.4 - $68.28 $19.2M - $58.4M
1.26M $29.3M
CUBE
Cube Smart

Real Estate
30K
New
$41.74 - $53.03 $1.25M - $1.59M
30K $1.29M
MSFT
Microsoft Corp

Technology
4.16K
+ 7.52%
$406.35 - $454.46 $1.69M - $1.89M
59.4K $25M
XOM
Exxon Mobil Corp

Energy
13.5K
+ 57.01%
$105.51 - $125.37 $1.42M - $1.69M
37.1K $3.99M
BAC
Bank Of America Corp

Financial Services
10.8K
+ 6.45%
$39.22 - $47.77 $424K - $516K
178K $7.83M
JNJ
Johnson & Johnson

Healthcare
14K
+ 27.31%
$143.34 - $165.86 $2M - $2.32M
65.1K $9.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.77K
+ 42.46%
$567.81 - $607.81 $1.01M - $1.08M
5.95K $3.49M
GOOGL
Alphabet Inc.

Communication Services
3.6K
+ 21.37%
$161.86 - $196.66 $583K - $708K
20.4K $3.87M
COST
Costco Wholesale Corp

Consumer Defensive
678
+ 5.14%
$873.59 - $994.69 $592K - $674K
13.9K $12.7M
HON
Honeywell International Inc

Industrials
2.19K
+ 8.37%
$202.84 - $236.0 $444K - $517K
28.4K $6.4M
MSI
Motorola Solutions, Inc.

Technology
2.03K
New
$449.08 - $504.6 $910K - $1.02M
2.03K $936K
AVGO
Broadcom Inc.

Technology
2.94K
+ 84.59%
$159.67 - $250.0 $470K - $736K
6.42K $1.49M
GLW
Corning Inc

Technology
18.4K
New
$44.11 - $49.76 $811K - $915K
18.4K $873K
BRP
Brp Group, Inc.

Financial Services
21.5K
+ 390.91%
N/A
27K $1.08M
MCD
Mcdonalds Corp

Consumer Cyclical
2.35K
+ 71.92%
$288.47 - $316.54 $678K - $744K
5.62K $1.63M
IVV
Ishares Core S&P 500 ETF

ETFs
709
+ 4.05%
$570.51 - $610.59 $404K - $433K
18.2K $10.7M
LFUS
Littelfuse Inc

Technology
2.5K
New
$233.99 - $262.18 $585K - $655K
2.5K $589K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.87K
+ 6.35%
$77.25 - $91.3 $222K - $262K
48.1K $4.1M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
40K
New
$14.28 - $14.81 $571K - $592K
40K $574K
TSLA
Tesla, Inc.

Consumer Cyclical
164
+ 4.64%
$213.65 - $479.86 $35K - $78.7K
3.7K $1.49M
WM
Waste Management Inc

Industrials
3.46K
+ 11.45%
$201.79 - $228.46 $697K - $789K
33.6K $6.78M
AZO
Autozone Inc

Consumer Cyclical
105
+ 3.02%
$2981.19 - $3370.27 $313K - $354K
3.58K $11.5M
WTRG
Essential Utilities, Inc.

Utilities
13.5K
New
$36.18 - $40.55 $489K - $548K
13.5K $491K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.01K
New
$238.25 - $261.28 $478K - $525K
2.01K $486K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.22K
+ 2.88%
$442.29 - $483.08 $983K - $1.07M
79.5K $36M
DGX
Quest Diagnostics Inc

Healthcare
3.17K
New
N/A
3.17K $434K
BX
Blackstone Inc.

Financial Services
281
+ 1.46%
$148.45 - $199.05 $41.7K - $55.9K
19.5K $3.37M
NVO
Novo Nordisk A S

Healthcare
6.01K
+ 167.26%
$85.0 - $120.04 $511K - $722K
9.61K $826K
GLD
Spdr Gold Trust

ETFs
1.68K
+ 16.35%
$236.59 - $257.5 $397K - $432K
11.9K $2.89M
MSTR
Microstrategy Inc

Technology
1.2K
New
$162.69 - $473.83 $195K - $568K
1.2K $347K
FDX
Fedex Corp

Industrials
303
+ 0.93%
$260.5 - $305.15 $78.9K - $92.5K
32.8K $9.24M
PAYX
Paychex Inc

Industrials
2.24K
New
$135.86 - $148.73 $304K - $333K
2.24K $313K
COIN
Coinbase Global, Inc.

Technology
1.22K
New
$163.17 - $343.62 $200K - $420K
1.22K $303K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
59.7K
+ 243.68%
$27.54 - $83.04 $1.65M - $4.96M
84.3K $2.33M
O
Realty Income Corp

Real Estate
5.42K
New
$51.76 - $64.71 $280K - $351K
5.42K $289K
IAU
Ishares Gold Trust

ETFs
5.86K
+ 17.96%
$48.37 - $52.65 $283K - $308K
38.5K $1.9M
AMAT
Applied Materials Inc

Technology
1.61K
New
$161.44 - $213.89 $260K - $345K
1.61K $261K
Activity Summary
Buys All Purchases 171 New Holdings 27 Increased Positions 144 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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