RW

Redwood Wealth Management Group, LLC

13F
Redwood Wealth Management Group, LLC
Last update 2025-04-21 128 Stocks (15 new)
Value $123.00 Mil Turnover 15 %
Countries:
Top Holdings: IBM(3.86%)MSFT(3.70%)GRNY(3.20%)AAPL(3.14%)HNHAF(2.88%)
Summary Stock Picks Current Portfolio
Redwood Wealth Management Grou... 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
IBM
International Business Machines Corp
International Business Machines Corp
19,037
4,733.6
-1.32%
3.860
-0.05%
0.000
+18.69%
+30.82%
263,753.5
Software
MSFT
Microsoft Corp
12,092
4,539.3
-1.37%
3.700
-0.06%
0.000
+30.65%
+19.80%
3,738,718.2
Software
GRNY
Fundstrat Granny Shots US Large Cap ETF
Fundstrat Granny Shots US Large Cap ETF
216,007
3,925.9
+362.05%
3.200
+2.51%
0.460
+27.89%
+14.63%
1,648.5
 
AAPL
Apple Inc
17,346
3,853.0
-3.64%
3.140
-0.14%
0.000
+3.34%
-16.49%
3,115,912.0
Hardware
HNHAF
Hon Hai Precision Industry Co Ltd
804,915
3,534.2
-3.30%
2.880
-0.14%
0.010
+6.49%
+6.49%
76,236.4
Hardware
NVDA
NVIDIA Corp
31,020
3,362.0
+15.19%
2.740
+0.36%
0.000
+46.24%
+22.20%
4,001,266.5
Semiconductors
ET
Energy Transfer LP
179,917
3,344.7
-1.42%
2.730
-0.04%
0.010
+4.19%
-7.53%
60,021.8
Oil & Gas
SNDK
SanDisk Corp
3,282,680
3,282.7
New Holding
2.680
+2.68%
1.620
+12.88%
+0.25%
15,459.6
Hardware
AMZN
Amazon.com Inc
16,856
3,207.0
+197.39%
2.620
+1.74%
0.000
+25.67%
+2.87%
2,396,004.6
Retail - Cyclical
IVW
iShares S&P 500 Growth ETF
33,808
3,138.4
-0.63%
2.560
-0.02%
0.010
+22.25%
+9.68%
61,118.1
 

Redwood Wealth Management Group, LLC's Historical Top Holdings Breakdowns

Redwood Wealth Management Group, 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
GRNY
Fundstrat Granny Shots US Large Cap ETF
Fundstrat Granny Shots US Large Cap ETF
2025-03-31
Add
Add
+2.51%
●
17.87 ($19.83) 21.3
$22.88
15.38%
Add 362.05%
216,007
169,257
AMZN
Amazon.com Inc
2025-03-31
Add
Add
+1.74%
●
190.26 ($217) 242.06
$225.69
4.00%
Add 197.39%
16,856
11,188
SPLV
Invesco S&P 500 Low Volatility ETF
2025-03-31
Sold Out
Sold Out
-1.44%
●
68.32 ($72.22) 75.06
$72.87
0.90%
Sold Out
0
-23,682
NU
Nu Holdings Ltd
2025-03-31
Add
Add
+0.73%
●
10.12 ($11.82) 13.95
$13.07
10.58%
Add 154.84%
143,350
87,100
NFE
New Fortress Energy Inc
2025-03-31
Sold Out
Sold Out
-0.65%
●
8.31 ($12.32) 16.3
$3.89
-68.43%
Sold Out
0
-49,750
SMCI
Super Micro Computer Inc
2025-03-31
New Buy
New Buy
+0.59%
●
26.85 ($37.94) 60.25
$49.73
31.08%
New holding
21,195
21,195
MRVL
Marvell Technology Inc
2025-03-31
Add
Add
+0.54%
●
61.57 ($97.02) 126.06
$72.51
-25.26%
Add 187.84%
16,548
10,799
AVGO
Broadcom Inc
2025-03-31
Add
Add
+0.53%
●
167.43 ($211.65) 244.7
$275.60
30.21%
Add 31.77%
16,077
3,876
SDY
SPDR Dividend ETF
2025-03-31
Reduce
Reduce
-0.53%
●
128.74 ($134.5) 138.67
$138.88
3.26%
Reduce -24.88%
13,856
-4,590
GS
The Goldman Sachs Group Inc
2025-03-31
Sold Out
Sold Out
-0.51%
●
524.81 ($601.74) 672.19
$713.30
18.54%
Sold Out
0
-1,035

Redwood Wealth Management Group, LLC Total Holding History ($B)

To

Redwood Wealth Management Group, LLC's Asset Allocation

To

Redwood Wealth Management Group, LLC Past Portfolios

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

Top Ranked Articles

  • 1

Redwood Wealth Management Group, LLC's Hypothetical Growth since 2025-03-31

Redwood Wealth Management Group, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Redwood Wealth Management Group, LLC's Holdings Heat Map

Size field:

Redwood Wealth Management Group, LLC's Holdings Bubble Chart

Redwood Wealth Management Group, LLC News

  • 1

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