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
USB
Us Bancorp \De\

Financial Services
5.36K
New
$43.98 - $53.66 $236K - $288K
5.36K $256K
RRC
Range Resources Corp

Energy
7K
New
$29.77 - $36.41 $208K - $255K
7K $251K
FNDX
Schwab Fundamental U S Large C

ETFs
10.3K
New
$23.49 - $71.77 $242K - $739K
10.3K $243K
ETR
Entergy Corp

Utilities
3.02K
New
$73.19 - $156.4 $221K - $472K
3.02K $228K
FCNCA
First Citizens Bancshares Inc

Financial Services
103
New
$1818.92 - $2353.08 $187K - $242K
103 $217K
VXF
Vanguard Extended Market ETF

ETFs
1.15K
New
$179.17 - $207.15 $205K - $237K
1.15K $217K
META
Meta Platforms, Inc.

Communication Services
269
+ 8.07%
$554.08 - $632.68 $149K - $170K
3.6K $2.12M
SPYG
Spdr Portfolio

ETFs
2.46K
New
$81.74 - $91.38 $201K - $225K
2.46K $216K
IP
International Paper CO

Consumer Cyclical
3.99K
New
$46.64 - $59.57 $186K - $238K
3.99K $214K
IWM
Ishares Russell 2000 ETF

ETFs
971
+ 100.1%
$216.13 - $242.4 $210K - $235K
1.94K $428K
BTI
British American Tobacco P.L.C.

Consumer Defensive
5.52K
New
$34.25 - $37.94 $189K - $209K
5.52K $200K
XLK
Technology Sector Spdr

ETFs
714
+ 22.69%
$220.26 - $241.44 $157K - $172K
3.86K $897K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.78K
+ 29.07%
$61.68 - $67.87 $171K - $189K
12.3K $769K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
15K
New
$11.42 - $12.5 $171K - $188K
15K $172K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
198
+ 3.97%
$172.07 - $207.36 $34.1K - $41.1K
5.19K $1.02M
MA
Mastercard Inc

Financial Services
255
+ 40.28%
$491.3 - $536.15 $125K - $137K
888 $467K
OKE
Oneok Inc

Energy
181
+ 1.27%
$92.28 - $117.05 $16.7K - $21.2K
14.5K $1.45M
IBM
International Business Machines Corp

Technology
706
+ 15.92%
$204.9 - $238.04 $145K - $168K
5.14K $1.13M
EPD
Enterprise Products Partners L.P.

Energy
699
+ 1.59%
$28.66 - $34.43 $20K - $24.1K
44.7K $1.4M
AXP
American Express CO

Financial Services
31
+ 0.71%
$267.35 - $305.57 $8.29K - $9.47K
4.37K $1.3M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
162K
+ 199.44%
$22.01 - $66.82 $3.57M - $10.9M
244K $5.53M
VIOV
Vanguard S&P Small Cap 600 Val

ETFs
1.02K
+ 3.97%
$89.88 - $101.38 $91.8K - $104K
26.7K $2.5M
KMI
Kinder Morgan, Inc.

Energy
1.36K
+ 9.53%
$22.59 - $28.54 $30.7K - $38.8K
15.6K $428K
KD
Kyndryl Holdings, Inc.

Technology
63
+ 0.68%
$22.43 - $35.79 $1.41K - $2.25K
9.29K $321K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
62
+ 6.72%
$1146.59 - $1270.6 $71.1K - $78.8K
985 $1.17M
KKR
Kkr & Co. Inc.

Financial Services
97
+ 1.89%
$129.87 - $162.87 $12.6K - $15.8K
5.24K $775K
PM
Philip Morris International Inc.

Consumer Defensive
982
+ 5.53%
$118.38 - $133.06 $116K - $131K
18.7K $2.26M
CRWD
Crowd Strike Holdings, Inc.

Technology
88
+ 8.37%
$275.15 - $388.2 $24.2K - $34.2K
1.14K $390K
FNDA
Schwab Fundamental U S Small C

ETFs
10.3K
+ 137.77%
$29.26 - $59.11 $302K - $611K
17.8K $529K
RF
Regions Financial Corp

Financial Services
3.14K
+ 8.07%
$22.45 - $27.47 $70.4K - $86.1K
42K $987K
VTI
Vanguard Total Stock Market Et

ETFs
25
+ 0.23%
$280.04 - $302.45 $7K - $7.56K
10.8K $3.12M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30.1K
+ 142.49%
$18.41 - $40.87 $555K - $1.23M
51.3K $948K
EMR
Emerson Electric CO

Industrials
140
+ 3.41%
$108.13 - $134.33 $15.1K - $18.8K
4.25K $526K
BMY
Bristol Myers Squibb CO

Healthcare
435
+ 4.2%
$51.92 - $59.94 $22.6K - $26.1K
10.8K $610K
HD
Home Depot, Inc.

Consumer Cyclical
1.19K
+ 4.96%
$385.02 - $431.37 $457K - $512K
25.1K $9.77M
BDX
Becton Dickinson & CO

Healthcare
388
+ 33.95%
$220.02 - $243.75 $85.4K - $94.6K
1.53K $347K
T
At&T Inc.

Communication Services
1.72K
+ 5.25%
$21.22 - $23.88 $36.4K - $41K
34.4K $784K
ROP
Roper Technologies Inc

Industrials
702
+ 8.5%
$519.85 - $575.95 $365K - $404K
8.96K $4.66M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
642
+ 11.61%
$91.29 - $91.8 $58.6K - $58.9K
6.17K $564K
BKNG
Booking Holdings Inc.

Consumer Cyclical
1
+ 1.59%
$4100.99 - $5300.34 $4.1K - $5.3K
64 $317K
VV
Vanguard Large Cap ETF

ETFs
114
+ 3.61%
$260.27 - $280.65 $29.7K - $32K
3.28K $883K
DUK
Duke Energy Corp

Utilities
3.25K
+ 8.11%
$105.76 - $120.76 $344K - $392K
43.3K $4.67M
VUG
Vanguard Growth ETF

ETFs
14
+ 1.03%
$378.79 - $428.11 $5.3K - $5.99K
1.37K $563K
VLO
Valero Energy Corp

Energy
646
+ 20.23%
$118.59 - $144.02 $76.6K - $93K
3.84K $470K
TXN
Texas Instruments Inc

Technology
174
+ 9.97%
N/A
1.92K $373K
AMD
Advanced Micro Devices Inc

Technology
689
+ 53.08%
$118.88 - $172.8 $81.9K - $119K
1.99K $240K
ABT
Abbott Laboratories

Healthcare
287
+ 3.85%
$111.93 - $119.39 $32.1K - $34.3K
7.73K $874K
ACN
Accenture PLC

Technology
72
+ 6.72%
$343.9 - $376.86 $24.8K - $27.1K
1.14K $402K
CMCSA
Comcast Corp

Communication Services
1.62K
+ 18.72%
$37.39 - $45.14 $60.4K - $72.9K
10.2K $384K
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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