Redw Wealth LLC Reduced Holdings in Q4 2024

Redw Wealth LLC

  • $287 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-8.81K
- 16.76%
$25.0 - $25.11 $220K - $221K
43.8K $1.1M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-2.8K
- 39.21%
$72.28 - $78.42 $203K - $220K
4.35K $315K
IWR
Ishares Russell Mid Cap ETF

ETFs
-2.2K
- 35.44%
$87.25 - $95.52 $192K - $210K
4K $353K
DE
Deere & CO

Industrials
-450
- 42.78%
$389.45 - $466.0 $175K - $210K
602 $255K
XLV
Select Sector Spdr Fund Health

ETFs
-921
- 32.08%
$136.28 - $154.74 $126K - $143K
1.95K $268K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
-6.1K
- 29.97%
$21.25 - $22.07 $130K - $135K
14.3K $303K
USRT
Ishares Core U.S. Reit ETF

ETFs
-2K
- 28.1%
$55.97 - $62.75 $112K - $125K
5.11K $293K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-5.08K
- 27.48%
$22.71 - $23.47 $115K - $119K
13.4K $305K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.6K
- 6.07%
$51.09 - $55.27 $81.6K - $88.3K
24.7K $1.26M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-2.31K
- 17.57%
$50.35 - $50.69 $116K - $117K
10.8K $545K
XOM
Exxon Mobil Corp

Energy
-626
- 16.94%
$105.51 - $125.37 $66K - $78.5K
3.07K $330K
ABBV
Abb Vie Inc.

Healthcare
-375
- 23.41%
$164.99 - $203.87 $61.9K - $76.5K
1.23K $218K
DEM
Wisdomtree Tr Emerging Mkts Hi

ETFs
-966
- 12.24%
$40.41 - $45.12 $39K - $43.6K
6.93K $280K
CVX
Chevron Corp

Energy
-424
- 23.45%
$141.15 - $162.53 $59.8K - $68.9K
1.38K $200K
META
Meta Platforms, Inc.

Communication Services
-150
- 11.63%
$554.08 - $632.68 $83.1K - $94.9K
1.14K $672K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-2.25K
- 20.98%
$24.82 - $25.48 $55.9K - $57.4K
8.49K $211K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-987
- 12.12%
$34.13 - $37.35 $33.7K - $36.9K
7.16K $244K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-105
- 13.16%
$563.99 - $620.12 $59.2K - $65.1K
693 $394K
ABT
Abbott Laboratories

Healthcare
-488
- 19.11%
$111.93 - $119.39 $54.6K - $58.3K
2.07K $233K
XLK
Technology Sector Spdr

ETFs
-280
- 16.16%
$220.26 - $241.44 $61.7K - $67.6K
1.45K $337K
USTB
Victory Portfolios Ii Victorys

ETFs
-1K
- 14.72%
$50.06 - $50.85 $50.1K - $50.9K
5.8K $291K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-546
- 23.76%
$172.07 - $207.36 $94K - $113K
1.75K $346K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.34K
- 15.76%
$28.88 - $29.33 $38.7K - $39.3K
7.16K $207K
Ishares Tr
-5.36K
- 38.18%
N/A
8.69K $0
Global X Fds
-4.44K
- 12.05%
N/A
32.4K $0
Tcw ETF Trust
-1.97K
- 33.44%
N/A
3.91K $0
VBK
Vanguard Small Cap Growth ETF

ETFs
-21
- 2.72%
$264.18 - $304.19 $5.55K - $6.39K
752 $210K
DAL
Delta Air Lines, Inc.

Industrials
-723
- 13.5%
$47.46 - $65.77 $34.3K - $47.6K
4.63K $280K
TSLA
Tesla, Inc.

Consumer Cyclical
-686
- 16.36%
$213.65 - $479.86 $147K - $329K
3.51K $1.42M
Activity Summary
Buys All Purchases 18 New Holdings 7 Increased Positions 11 Sells All Sells 80 Reductions 80 Sold out 0 Options Calls 0 Puts 0
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