RD

Red Door Wealth Management, LLC

13F
Red Door Wealth Management, LLC
Last update 2025-04-25 238 Stocks (23 new)
Value $676.00 Mil Turnover 8 %
Countries:
Top Holdings: BRK.B(6.37%)AAPL(4.68%)SCHX(4.18%)NVDA(3.75%)MSFT(3.37%)
Summary Stock Picks Current Portfolio
Red Door Wealth Management, LL... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
80,865
43,066.9
+1.72%
6.370
+0.11%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
AAPL
Apple Inc
142,495
31,652.5
+4.10%
4.680
+0.18%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
SCHX
Schwab U.S. Large-Cap ETF
1,282,070
28,308.1
+1.37%
4.180
+0.06%
0.060
+19.93%
+7.89%
56,889.6
 
NVDA
NVIDIA Corp
234,205
25,383.2
+1.95%
3.750
+0.07%
0.000
+69.89%
+28.41%
4,204,658.7
Semiconductors
MSFT
Microsoft Corp
60,763
22,809.8
+2.32%
3.370
+0.08%
0.000
+38.94%
+21.47%
3,790,969.0
Software
AMZN
Amazon.com Inc
112,369
21,379.3
+5.65%
3.160
+0.17%
0.000
+31.01%
+3.07%
2,400,675.8
Retail - Cyclical
JPM
JPMorgan Chase & Co
72,225
17,716.7
+3.67%
2.620
+0.09%
0.000
+26.17%
+23.48%
800,897.6
Banks
GOOG
Alphabet Inc
107,862
16,851.3
+11.91%
2.490
+0.26%
0.000
+21.39%
-2.13%
2,250,461.0
Interactive Media
AZO
AutoZone Inc
3,617
13,791.3
+1.12%
2.040
+0.02%
0.020
+3.07%
+15.99%
62,129.3
Vehicles & Parts
V
Visa Inc
38,682
13,556.6
+8.22%
2.000
+0.15%
0.000
+6.07%
+10.81%
681,869.3
Credit Services

Red Door Wealth Management, LLC's Historical Top Holdings Breakdowns

Red Door Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CSCO
Cisco Systems Inc
2025-03-31
Reduce
Reduce
-1.16%
●
58.74 ($61.57) 64.87
$68.05
10.52%
Reduce -86.92%
19,332
-128,466
DELL
Dell Technologies Inc
2025-03-31
New Buy
New Buy
+1.15%
●
90.34 ($105.78) 124.66
$131.24
24.07%
New holding
84,979
84,979
VOO
Vanguard S&P 500 ETF
2025-03-31
Add
Add
+0.65%
●
507.05 ($540.58) 563.67
$576.92
6.72%
Add 129.94%
15,185
8,581
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.40%
●
167.43 ($211.65) 244.7
$283.34
33.87%
Add 251.48%
22,572
16,150
ARHS
Arhaus Inc
2025-03-31
Sold Out
Sold Out
-0.35%
●
8.57 ($10.7) 12.98
$8.47
-20.84%
Sold Out
0
-245,000
INTC
Intel Corp
2025-03-31
Sold Out
Sold Out
-0.31%
●
19.1 ($21.88) 27.39
$23.10
5.58%
Sold Out
0
-100,926
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.26%
●
156.06 ($183.12) 207.71
$185.94
1.54%
Add 11.91%
107,862
11,477
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
Add
Add
+0.19%
●
91.45 ($91.59) 91.75
$91.64
0.05%
Add 226.97%
20,187
14,013
AAPL
Apple Inc
2025-03-31
Add
Add
+0.18%
●
209.68 ($231.67) 247.1
$211.18
-8.84%
Add 4.1%
142,495
5,606
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+0.17%
●
190.26 ($217) 242.06
$226.13
4.21%
Add 5.65%
112,369
6,011

Red Door Wealth Management, LLC Total Holding History ($B)

To

Red Door Wealth Management, LLC's Asset Allocation

To

Red Door Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Red Door Wealth Management, LLC's Hypothetical Growth since 2025-03-31

Red Door Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Red Door Wealth Management, LLC's Holdings Heat Map

Size field:

Red Door Wealth Management, LLC's Holdings Bubble Chart

Red Door Wealth Management, LLC News

  • 1

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