Redwood Financial Network Corp has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Million distributed in 158 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $8.51M, Invesco Exchange Traded Fd Tr with a value of $4.88M, Technology Sector Spdr with a value of $3.64M, Rbb Rf Inc Motley Fool 100 Ind with a value of $3.56M, and Janus Henderson Short Duration with a value of $3.31M.

Examining the 13F form we can see an increase of $5.19M in the current position value, from $126M to 131M.

Below you can find more details about Redwood Financial Network Corp portfolio as well as his latest detailed transactions.

Portfolio value $131 Million
ETFs: $98 Million
Technology: $13.7 Million
Communication Services: $5.1 Million
Consumer Cyclical: $4.56 Million
Financial Services: $4.15 Million
Healthcare: $1.69 Million
Industrials: $1.67 Million
Energy: $1.09 Million
Other: $911,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 158
  • Current Value $131 Million
  • Prior Value $126 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 17 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
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