Rede Wealth, LLC Portfolio Holdings
Rede Wealth, LLC
- $260 Million
- Q3 2024
Rede Wealth, LLC has filed its 13F form on October 18, 2024 for Q3 2024 where it was disclosed a total value porftolio of $260 Million distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $146M, Apple Inc. with a value of $11.7M, Ishares Core S&P Total U.S. St with a value of $8.53M, Johnson & Johnson with a value of $6.17M, and Ishares Core S&P 500 ETF with a value of $6.1M.
Examining the 13F form we can see an increase of $152M in the current position value, from $107M to 260M.
Below you can find more details about Rede Wealth, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$260 Million
Financial Services: $154 Million
ETFs: $53.3 Million
Technology: $23.2 Million
Healthcare: $8.65 Million
Consumer Cyclical: $6.95 Million
Industrials: $4.54 Million
Energy: $4.32 Million
Communication Services: $2.87 Million
Other: $1.96 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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