RW
| |
Rede Wealth, LLC13F | |
| Rede Wealth, LLC | |
| Last update 2025-05-14 | 105 Stocks (5 new) |
| Value $283.00 Mil | Turnover 1 % |
Rede Wealth, LLC 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.A | Berkshire Hathaway Inc | 210 | 167,672.7 | 0% | 59.220 | 0% | 0.010 | -7.56% | +5.68% | 1,033,828.1 | Insurance | |
AAPL | Apple Inc | 49,612 | 11,020.3 | -0.12% | 3.890 | -0.01% | 0.000 | +6.32% | -15.48% | 3,153,550.3 | Hardware | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 69,380 | 8,465.0 | +3.21% | 2.990 | +0.09% | 0.010 | +15.28% | +6.22% | 71,061.1 | ||
JNJ | Johnson & Johnson | 37,799 | 6,268.6 | -1.20% | 2.210 | -0.03% | 0.000 | +4.40% | +9.86% | 376,021.1 | Drug Manufacturers | |
IVV | iShares Core S&P 500 ETF | 10,413 | 5,851.1 | +0.14% | 2.070 | 0% | 0.000 | +14.79% | +6.51% | 622,640.3 | ||
BRK.B | Berkshire Hathaway Inc | 9,612 | 5,119.2 | -0.09% | 1.810 | 0% | 0.000 | -8.15% | +5.65% | 1,033,828.1 | Insurance | |
AMZN | Amazon.com Inc | 25,722 | 4,893.9 | -0.22% | 1.730 | 0% | 0.000 | +16.45% | +1.44% | 2,362,563.1 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 31,220 | 3,383.6 | +0.48% | 1.200 | +0.01% | 0.000 | +42.47% | +21.31% | 3,972,245.3 | Semiconductors | |
MSFT | Microsoft Corp | 8,659 | 3,250.5 | +0.53% | 1.150 | +0.01% | 0.000 | +29.18% | +19.92% | 3,742,360.2 | Software | |
SPY | SPDR S&P 500 ETF Trust | 5,229 | 2,925.3 | -0.38% | 1.030 | 0% | 0.000 | +13.75% | +6.48% | 641,836.6 |
Rede Wealth, LLC's Historical Top Holdings Breakdowns
Rede Wealth, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VTEB | Vanguard Tax-Exempt Bond ETF | 2025-03-31 | Add Add | +0.17% | 49.25 ($50.03) 50.66 | $48.95 | -2.16% | Add 20.31% | 58,775 | 9,922 | |
EZBC |
Franklin Templeton Digital Holdings Trust Beneficial Interest
Franklin Templeton Digital Holdings Trust Beneficial Interest
| 2025-03-31 | Reduce Reduce | -0.16% | 45.76 ($53.97) 61.58 | $64.81 | 20.09% | Reduce -27.04% | 21,602 | -8,005 | |
EMXC |
iShares MSCI Emerging Markets ex China ETF
iShares MSCI Emerging Markets ex China ETF
| 2025-03-31 | New Buy New Buy | +0.13% | 54.25 ($56.1) 57.64 | $63.47 | 13.14% | New holding | 6,588 | 6,588 | |
ETH |
Common units of fractional undivided beneficial interest
Common units of fractional undivided beneficial interest
| 2025-03-31 | Add Add | +0.10% | 17.22 ($24.8) 34.75 | $26.10 | 5.24% | Add 99.94% | 32,349 | 16,170 | |
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 2025-03-31 | Reduce Reduce | -0.10% | 105.3 ($105.71) 106.24 | $106.41 | 0.66% | Reduce -29.64% | 5,896 | -2,484 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +0.09% | 120.29 ($128.89) 134.6 | $136.62 | 6.00% | Add 3.21% | 69,380 | 2,160 | |
LMBS |
First Trust Low Duration Mortgage Opportunities ET
First Trust Low Duration Mortgage Opportunities ET
| 2025-03-31 | Sold Out Sold Out | -0.09% | 48.37 ($48.86) 49.23 | $49.25 | 0.80% | Sold Out | 0 | -5,034 | |
JKG | iShares Morningstar Mid-Cap ETF | 2025-03-31 | Reduce Reduce | -0.08% | 72.01 ($77.07) 79.94 | $251.08 | 225.78% | Reduce -21.53% | 10,142 | -2,783 | |
PM | Philip Morris International Inc | 2025-03-31 | New Buy New Buy | +0.08% | 117.15 ($141.65) 158.79 | $177.98 | 25.65% | New holding | 1,414 | 1,414 | |
SCHR |
Schwab Intermediate-Term U.S. Treasury ETF
Schwab Intermediate-Term U.S. Treasury ETF
| 2025-03-31 | Add Add | +0.08% | 24.05 ($24.48) 24.86 | $24.82 | 1.39% | Add 24.21% | 44,060 | 8,587 |
Rede Wealth, LLC Total Holding History ($B)
Rede Wealth, LLC's Asset Allocation
Rede Wealth, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Rede Wealth, LLC's Hypothetical Growth since 2025-03-31
Rede Wealth, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Rede Wealth, LLC's Holdings Heat Map
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Rede Wealth, LLC's Holdings Bubble Chart
Rede Wealth, LLC News
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