Rede Wealth, LLC Portfolio Holdings

Rede Wealth, LLC

  • $258 Million
  • Q4 2024

Rede Wealth, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $258 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $143M, Apple Inc. with a value of $12.4M, Ishares Core S&P Total U.S. St with a value of $8.65M, Ishares Core S&P 500 ETF with a value of $6.12M, and Amazon Com Inc with a value of $5.66M.

Examining the 13F form we can see an decrease of $1.75M in the current position value, from $260M to 258M.

Below you can find more details about Rede Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $258 Million
Financial Services: $151 Million
ETFs: $53 Million
Technology: $25 Million
Consumer Cyclical: $7.95 Million
Healthcare: $7.57 Million
Energy: $4.19 Million
Industrials: $4.16 Million
Communication Services: $3.05 Million
Other: $1.85 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$474B
$143 Million 55.4% of portfolio
210
Q4 2024 Reduced 0.47%
$3.5T
$12.4 Million 4.82% of portfolio
49,670
Q4 2024 Reduced 1.46%
$1.96T
$5.66 Million 2.19% of portfolio
25,778
Q4 2024 Reduced 0.31%
$428B
$5.53 Million 2.14% of portfolio
38,258
Q4 2024 Added 0.45%
$683B
$4.36 Million 1.69% of portfolio
9,621
Q4 2024 Added 15.18%
$273B
$4.17 Million 1.62% of portfolio
31,072
Q4 2024 Added 2.48%
$2.82T
$3.63 Million 1.41% of portfolio
8,613
Q4 2024 Reduced 0.15%
$491B
$2.24 Million 0.87% of portfolio
20,820
Q4 2024 Added 0.81%
$24.7B
$1.98 Million 0.77% of portfolio
7,977
Q4 2024 Added 2.02%
$483B
$1.7 Million 0.66% of portfolio
3,366
Q4 2024 Reduced 6.99%
$125B
$1.18 Million 0.46% of portfolio
7,265
Q4 2024 Added 1.4%
$416B
$1.17 Million 0.45% of portfolio
1,318
Q4 2024 Reduced 1.27%
$398B
$1.14 Million 0.44% of portfolio
6,804
Q4 2024 Added 1.36%
$226B
$1.05 Million 0.41% of portfolio
3,634
Q4 2024 Reduced 0.11%
$74.1B
$854,000 0.33% of portfolio
27,256
Q4 2024 Reduced 3.9%
$712B
$853,000 0.33% of portfolio
3,562
Q4 2024 Reduced 3.89%
$832B
$788,000 0.31% of portfolio
1,952
Q4 2024 Added 0.41%
$561B
$744,000 0.29% of portfolio
2,356
Q4 2024 Reduced 1.63%
$189B
$699,000 0.27% of portfolio
17,502
Q4 2024 Reduced 1.6%
$81.6B
$681,000 0.26% of portfolio
1,898
Q4 2020 New
$516B
$641,000 0.25% of portfolio
1,219
Q4 2024 Added 1.16%
$53.4B
$598,000 0.23% of portfolio
2,550
Q3 2022 Reduced 20.31%
$115B
$564,000 0.22% of portfolio
5,312
Q4 2024 Reduced 1.02%
$123B
$524,000 0.2% of portfolio
1,900
Q4 2024 Added 1.99%
$201B
$524,000 0.2% of portfolio
23,020
Q1 2024 Reduced 0.67%
$61.2B
$456,000 0.18% of portfolio
14,155
Q4 2024 Reduced 12.84%
$112B
$451,000 0.17% of portfolio
4,951
Q4 2024 Reduced 7.44%
$194B
$440,000 0.17% of portfolio
3,806
Q4 2024 Added 1.3%
$44B
$401,000 0.16% of portfolio
4,002
Q2 2024 Reduced 1.09%
$53.7B
$402,000 0.16% of portfolio
9,282
Q4 2024 Reduced 0.28%
$143B
$388,000 0.15% of portfolio
1,703
Q4 2024 Added 0.83%
$304B
$355,000 0.14% of portfolio
5,707
Q4 2024 Added 5.55%
$92.8B
$355,000 0.14% of portfolio
5,944
Q4 2024 Added 6.47%
$250B
$359,000 0.14% of portfolio
6,075
Q4 2024 Added 0.81%
$14.1B
$354,000 0.14% of portfolio
20,768
Q4 2024 Reduced 10.65%
$363B
$335,000 0.13% of portfolio
1,889
Q4 2024 Added 1.78%
$179B
$329,000 0.13% of portfolio
2,958
Q4 2024 Reduced 5.31%
$325B
$337,000 0.13% of portfolio
2,333
Q4 2024 Added 10.0%
$109B
$330,000 0.13% of portfolio
996
Q4 2024 Reduced 0.7%
$268B
$343,000 0.13% of portfolio
495
Q4 2024 Added 74.3%
$174B
$320,000 0.12% of portfolio
884
Q4 2024 Added 1.84%
$922B
$320,000 0.12% of portfolio
1,693
Q4 2024 Reduced 11.27%
$80.1B
$297,000 0.12% of portfolio
2,305
Q4 2024 Added 0.48%
$38.8B
$283,000 0.11% of portfolio
5,971
Q2 2024 New
$62.9B
$283,000 0.11% of portfolio
1,006
Q4 2024 Added 0.5%
$97.6B
$209,000 0.08% of portfolio
1,408
Q4 2024 Added 3.3%
$4.74B
$212,000 0.08% of portfolio
3,397
Q4 2024 Added 0.06%

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $258 Million
  • Prior Value $260 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 4 stocks
  • Additional Purchases 48 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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