Rede Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW Rede Wealth, LLC | Institutional Filer | ▼ 3.38% | $278.0M | 108 |
Current Portfolio Holdings
Showing all 108 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BRKA | BERKSHIRE HATHAWAY INC DEL | — | 208 | $149.4M | 53.73% |
| 2 | AAPL | Apple Inc. | Technology | 47K | $12.0M | 4.30% |
| 3 | JNJ | Johnson & Johnson | Healthcare | 37K | $9.1M | 3.26% |
| 4 | ITOT | ISHARES TR | — | 60K | $8.6M | 3.10% |
| 5 | IVV | ISHARES TR | — | 12K | $7.7M | 2.77% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 24K | $4.9M | 1.76% |
| 7 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 10K | $4.8M | 1.73% |
| 8 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.4M | 1.21% |
| 9 | VTEB | VANGUARD MUN BD FDS | — | 67K | $3.3M | 1.20% |
| 10 | MSFT | Microsoft Corporation | Technology | 8K | $3.1M | 1.10% |
| 11 | XOM | Exxon Mobil Corporation | Energy | 18K | $3.0M | 1.07% |
| 12 | SPYG | SPDR SERIES TRUST | — | 27K | $2.6M | 0.94% |
| 13 | QQQM | INVESCO EXCH TRADED FD TR II | — | 11K | $2.6M | 0.92% |
| 14 | AMAT | Applied Materials, Inc. | Technology | 7K | $2.5M | 0.90% |
| 15 | NVDA | NVIDIA Corporation | Technology | 14K | $2.5M | 0.89% |
Showing 1 to 15 of 108 holdings