Redw Wealth LLC Portfolio Holdings
Redw Wealth LLC
- $387 Million
- Q3 2024
Redw Wealth LLC has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $387 Million distributed in 162 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $49.3M, J P Morgan ETF Tr U S Quality with a value of $32.3M, Vanguard Ftse Developed Market with a value of $31.8M, American Centy ETF Tr Avantis with a value of $23M, and Jp Morgan ETF Tr Ultra Short I with a value of $16.4M.
Examining the 13F form we can see an increase of $7.76M in the current position value, from $379M to 387M.
Below you can find more details about Redw Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$387 Million
ETFs: $327 Million
Technology: $23.8 Million
Financial Services: $9.01 Million
Consumer Cyclical: $5.01 Million
Industrials: $4.61 Million
Healthcare: $4.03 Million
Consumer Defensive: $3.1 Million
Communication Services: $2.94 Million
Other: $1.98 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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