Redwood Wealth Management Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW Redwood Wealth Management Group, LLC | Institutional Filer | ▼ 3.15% | $231.5M | 169 |
Current Portfolio Holdings
Showing all 169 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NaN | SCHWAB PRIME ADVANTAGE MONEY INVESTOR | — | 22.3M | $22.3M | 9.63% |
| 2 | NaN | SCHWAB GOVERNMENT MONEY INV | — | 15.6M | $15.6M | 6.75% |
| 3 | NaN | BARON PARTNERS RETAIL | — | 58K | $13.9M | 6.01% |
| 4 | NVDA | NVIDIA Corporation | Technology | 31K | $5.4M | 2.33% |
| 5 | GOOG | Alphabet Inc. | Technology | 17K | $4.9M | 2.13% |
| 6 | AVGO | Broadcom Inc. | Technology | 16K | $4.9M | 2.10% |
| 7 | GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | — | 198K | $4.7M | 2.04% |
| 8 | IBM | International Business Machines Corporation | Technology | 19K | $4.6M | 1.99% |
| 9 | MSFT | Microsoft Corporation | Technology | 12K | $4.6M | 1.98% |
| 10 | NaN | HON HAI PRECISION ORDF | — | 756K | $4.4M | 1.92% |
| 11 | GOOGL | Alphabet Inc. | Technology | 14K | $4.1M | 1.78% |
| 12 | AAPL | Apple Inc. | Technology | 16K | $4.0M | 1.72% |
| 13 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 19K | $4.0M | 1.72% |
| 14 | IVW | ISHARES S&P 500 GROWTH ETF | — | 34K | $3.8M | 1.64% |
| 15 | NaN | FEDERATED HERMES MDT MID CAP GROWTH IS | — | 58K | $3.6M | 1.55% |
Showing 1 to 15 of 169 holdings