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
VGT
Vanguard Information Technolog

ETFs
2
+ 0.31%
$571.78 - $647.97 $1.14K - $1.3K
639 $397K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
38
+ 2.4%
$170.03 - $192.78 $6.46K - $7.33K
1.62K $299K
VO
Vanguard Mid Cap ETF

ETFs
83
+ 4.25%
$261.5 - $284.63 $21.7K - $23.6K
2.03K $537K
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.93K
+ 304.57%
$25.93 - $105.3 $180K - $730K
9.21K $256K
ETN
Eaton Corp PLC

Industrials
46
+ 2.91%
$326.96 - $377.52 $15K - $17.4K
1.63K $539K
MET
Metlife Inc

Financial Services
200
+ 7.23%
$78.15 - $88.25 $15.6K - $17.7K
2.97K $242K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
9.6K
+ 100.02%
$27.45 - $55.56 $263K - $533K
19.2K $543K
TSCO
Tractor Supply CO

Consumer Cyclical
4.13K
+ 474.25%
$52.59 - $303.74 $217K - $1.25M
5K $265K
VT
Vanguard Total World Stk Index

ETFs
149
+ 6.75%
$117.09 - $123.07 $17.4K - $18.3K
2.36K $276K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
11
+ 0.35%
$69.3 - $74.3 $762 - $817
3.15K $225K
MDT
Medtronic PLC

Healthcare
512
+ 13.79%
$79.61 - $92.24 $40.8K - $47.2K
4.23K $337K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
72
+ 0.63%
$126.68 - $134.74 $9.12K - $9.7K
11.5K $1.47M
FISV
Fiserv Inc

Technology
16
+ 0.55%
N/A
2.94K $368K
PSX
Phillips 66

Energy
316
+ 16.1%
$110.35 - $138.93 $34.9K - $43.9K
2.28K $259K
APD
Air Products & Chemicals, Inc.

Basic Materials
29
+ 3.2%
$285.5 - $335.62 $8.28K - $9.73K
934 $270K
RE
Everest Re Group LTD

Financial Services
1
+ 0.15%
N/A
670 $248K
LENB
Lennar Corporation Cl B
3.03K
+ 5.53%
N/A
57.8K $0
Lam Research Corp
8.16K
New
N/A
8.16K $0
Talen Energy Corp
34
+ 1.61%
N/A
2.14K $0
Grayscale Bitcoin Mini Tr Et
20.1K
New
N/A
20.1K $0
DWAC
Digital World Acquisition Corp.

Financial Services
157
+ 0.45%
N/A
34.7K $0
2023 ETF Series Trust
10.7K
+ 2.54%
N/A
433K $0
Ishares Bitcoin Trust ETF
27.1K
+ 28.42%
N/A
122K $0
Core Scientific Inc New
58.6K
+ 94.97%
N/A
120K $0
Core Scientific Inc New
52.9K
+ 124.28%
N/A
95.4K $0
Blackrock Inc
491
New
N/A
491 $0
Linde PLC
36
+ 4.35%
N/A
864 $0
COP
Conocophillips

Energy
262
+ 5.96%
$95.12 - $114.72 $24.9K - $30.1K
4.66K $461K
HDV
Ishares Core High Dividend ETF

ETFs
550
+ 4.58%
$110.82 - $121.28 $61K - $66.7K
12.6K $1.41M
KO
Coca Cola CO

Consumer Defensive
1.59K
+ 14.9%
$61.74 - $71.71 $98.1K - $114K
12.3K $762K
PFFA
Etfis Ser Tr I

ETFs
242
+ 2.26%
$21.82 - $23.21 $5.28K - $5.62K
11K $240K
NSC
Norfolk Southern Corp

Industrials
53
+ 3.75%
$230.6 - $277.0 $12.2K - $14.7K
1.47K $344K
VTV
Vanguard Value ETF

ETFs
7
+ 0.21%
$168.32 - $181.87 $1.18K - $1.27K
3.27K $553K
FNDB
Schwab Fundamental U S Broad M

ETFs
57.8K
+ 200.0%
$23.07 - $70.32 $1.33M - $4.06M
86.7K $2.02M
MLM
Martin Marietta Materials Inc

Basic Materials
2
+ 0.25%
$516.5 - $619.58 $1.03K - $1.24K
814 $420K
RTX
Raytheon Technologies Corp

Industrials
215
+ 2.62%
$114.45 - $127.21 $24.6K - $27.4K
8.42K $973K
SBUX
Starbucks Corp

Consumer Cyclical
118
+ 2.42%
$87.44 - $102.5 $10.3K - $12.1K
4.99K $454K
SCHV
Schwab Strategic Tr Us Large C

ETFs
20.4K
+ 200.55%
$25.79 - $80.4 $526K - $1.64M
30.5K $796K
GE
General Electric CO

Industrials
56
+ 4.03%
$159.95 - $194.23 $8.96K - $10.9K
1.44K $240K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.01K
+ 7.0%
$58.88 - $64.8 $59.7K - $65.7K
15.5K $913K
STWD
Starwood Property Trust, Inc.

Real Estate
3
+ 0.01%
$18.95 - $20.37 $56.8 - $61.1
20.2K $382K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
78
+ 1.72%
$209.89 - $233.24 $16.4K - $18.2K
4.61K $979K
PG
Procter & Gamble CO

Consumer Defensive
1.46K
+ 2.89%
$161.05 - $179.7 $235K - $263K
52.1K $8.73M
CAT
Caterpillar Inc

Industrials
64
+ 3.23%
$360.37 - $416.88 $23.1K - $26.7K
2.04K $741K
MDLZ
Mondelez International, Inc.

Consumer Defensive
638
+ 11.02%
$59.25 - $72.99 $37.8K - $46.6K
6.43K $384K
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.01%
$57.29 - $63.1 $57.3 - $63.1
7.57K $434K
IEFA
Ishares Tr

ETFs
15
+ 0.26%
$70.06 - $77.43 $1.05K - $1.16K
5.77K $405K
SCHA
Schwab Strategic Tr Us Small C

ETFs
7.42K
+ 78.35%
$25.33 - $51.16 $188K - $380K
16.9K $436K
DHR
Danaher Corp

Healthcare
16
+ 1.41%
$226.16 - $274.52 $3.62K - $4.39K
1.15K $264K
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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