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Rede Wealth, LLC

13F
Rede Wealth, LLC
Last update 2025-05-14 105 Stocks (5 new)
Value $283.00 Mil Turnover 1 %
Countries:
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 View Full List
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)

To

Rede Wealth, LLC's Asset Allocation

To

Rede Wealth, LLC Past Portfolios

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

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