Free Trial

Red Crane Wealth Management, LLC Top Holdings and 13F Report (2025)

About Red Crane Wealth Management, LLC

Investment Activity

  • Red Crane Wealth Management, LLC has $104.48 million in total holdings as of March 31, 2025.
  • Red Crane Wealth Management, LLC owns shares of 64 different stocks, but just 26 companies or ETFs make up 80% of its holdings.
  • Approximately 2.81% of the portfolio was purchased this quarter.
  • About 2.29% of the portfolio was sold this quarter.
  • This quarter, Red Crane Wealth Management, LLC has purchased 64 new stocks and bought additional shares in 30 stocks.
  • Red Crane Wealth Management, LLC sold shares of 23 stocks and completely divested from 3 stocks this quarter.

Largest New Holdings this Quarter

00888H646 - AIM ETF PRODUCTS TRUST
$373,969 Holding
45783Y160 - INNOVATOR ETFS TRUST
$271,128 Holding
92204A306 - Vanguard Energy ETF
$214,022 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 ETF
6,826 shares (about $448.88K)
iShares 0-3 Month Treasury Bond ETF
4,124 shares (about $415.17K)
Meta Platforms
708 shares (about $408.12K)
AIM ETF PRODUCTS TRUST
14,260 shares (about $373.97K)
INNOVATOR ETFS TRUST
10,261 shares (about $271.13K)

Largest Sales this Quarter

iShares Short Duration Bond Active ETF
8,244 shares (about $419.37K)
iShares Gold Trust
2,905 shares (about $171.28K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRed Crane Wealth Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SIXJ
AllianzIM U.S. Large Cap 6 Month Buffer10 Jan/Jul ETF
$8,027,028$26,858 -0.3%268,0857.7%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$6,878,893$39,273 -0.6%134,6956.6%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$5,240,461$419,371 -7.4%103,0175.0%ETF
NAPR
Innovator Growth-100 Power Buffer ETF - April
$5,087,873$157,076 3.2%106,6644.9%ETF
Innovator U.S. Equity Power Buffer ETF - January stock logo
PJAN
Innovator U.S. Equity Power Buffer ETF - January
$4,654,593$59,385 -1.3%112,2404.5%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$4,480,311$171,279 -3.7%75,9894.3%Finance
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$4,039,202$415,165 11.5%40,1233.9%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$3,850,125$2,733 0.1%47,9053.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$3,841,290$13,361 -0.3%7,4753.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$3,669,053$21,983 0.6%14,1873.5%ETF
NJAN
Innovator Growth-100 Power Buffer ETF - January
$3,288,563$9,228 -0.3%70,9173.1%ETF
IJAN
Innovator MSCI EAFE Power Buffer ETF - January
$2,926,685$20,367 0.7%91,5332.8%ETF
Apple Inc. stock logo
AAPL
Apple
$2,684,113$666 0.0%12,0842.6%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$2,597,092$30,033 -1.1%34,3302.5%ETF
NOCT
Innovator Growth-100 Power Buffer ETF - October
$2,567,142$21,278 -0.8%51,6382.5%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$2,523,851$67,272 -2.6%98,8202.4%ETF
Innovator U.S. Equity Power Buffer ETF - October stock logo
POCT
Innovator U.S. Equity Power Buffer ETF - October
$2,355,553$15,423 -0.7%60,6322.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,300,845$22,507 1.0%4,9072.2%Finance
KOCT
Innovator U.S. Small Cap Power Buffer ETF - October
$2,069,233$18,995 -0.9%70,7002.0%ETF
SIXO
AllianzIM U.S. Large Cap 6 Month Buffer10 Apr/Oct ETF
$1,952,149$246,577 -11.2%61,8161.9%ETF
Innovator U.S. Equity Power Buffer ETF - August stock logo
PAUG
Innovator U.S. Equity Power Buffer ETF - August
$1,756,014$9,936 -0.6%46,4801.7%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$1,708,893$79,016 4.8%27,6611.6%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,662,143$448,876 37.0%25,2761.6%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$1,631,859$71,847 4.6%7,3591.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,426,704$408,124 40.1%2,4751.4%Computer and Technology
KJAN
Innovator U.S. Small Cap Power Buffer ETF - January
$1,343,610$44,282 3.4%37,5941.3%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$1,208,380$23,084 1.9%21,1481.2%ETF
Innovator U.S. Equity Power Buffer ETF - September stock logo
PSEP
Innovator U.S. Equity Power Buffer ETF - September
$1,026,008$9,603 -0.9%26,7121.0%ETF
iShares MSCI USA ESG Select ETF stock logo
SUSA
iShares MSCI USA ESG Select ETF
$1,007,897$1,378 0.1%8,7741.0%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$972,222$82,020 9.2%18,7760.9%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$961,603$12,903 1.4%19,2280.9%ETF
NJUL
Innovator Growth-100 Power Buffer ETF - July
$931,554$97,303 -9.5%15,5190.9%ETF
AIM ETF PRODUCTS TRUST
$905,0920.0%31,4050.9%ALLIANZIM US LRG
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$833,780$14,623 1.8%29,8200.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$711,2900.0%9,6840.7%ETF
KAPR
Innovator U.S. Small Cap Power Buffer ETF - April
$694,711$120,222 -14.8%22,5190.7%ETF
ProShares S&P 500 Aristocrats ETF stock logo
NOBL
ProShares S&P 500 Aristocrats ETF
$671,431$13,590 2.1%6,5710.6%ETF
Alerian MLP ETF stock logo
AMLP
Alerian MLP ETF
$661,809$4,311 0.7%12,7420.6%ETF
Amgen Inc. stock logo
AMGN
Amgen
$634,627$19,316 3.1%2,0370.6%Medical
OCTW
AllianzIM U.S. Large Cap Buffer20 Oct ETF
$626,014$52,153 -7.7%17,8250.6%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$622,030$2,252 0.4%3,5910.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$537,986$1,649 0.3%1,9570.5%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$531,1980.0%1,4150.5%Computer and Technology
Innovator U.S. Equity Power Buffer ETF - April stock logo
PAPR
Innovator U.S. Equity Power Buffer ETF - April
$525,0220.0%14,7230.5%ETF
iShares ESG Advanced Total USD Bond Market ETF stock logo
EUSB
iShares ESG Advanced Total USD Bond Market ETF
$493,576$1,256 0.3%11,3940.5%ETF
AIM ETF PRODUCTS TRUST
$373,969$373,969 New Holding14,2600.4%ALLIANZIM U S LA
Oracle Co. stock logo
ORCL
Oracle
$363,788$8,668 2.4%2,6020.3%Computer and Technology
FT Vest S&P 500 Dividend Aristocrats Target Income ETF stock logo
KNG
FT Vest S&P 500 Dividend Aristocrats Target Income ETF
$363,110$3,335 -0.9%7,1870.3%ETF
Innovator U.S. Equity Power Buffer ETF - May stock logo
PMAY
Innovator U.S. Equity Power Buffer ETF - May
$346,7950.0%9,6870.3%ETF
Workday, Inc. stock logo
WDAY
Workday
$326,9420.0%1,4000.3%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$309,173$17,123 5.9%1,6250.3%Retail/Wholesale
Intel Co. stock logo
INTC
Intel
$306,646$12,263 4.2%13,5030.3%Computer and Technology
iShares TIPS Bond ETF stock logo
TIP
iShares TIPS Bond ETF
$290,085$18,109 -5.9%2,6110.3%ETF
BUFF
Innovator Laddered Fund of U.S. Equity Power Buffer ETFs
$277,2820.0%6,2890.3%ETF
INNOVATOR ETFS TRUST
$271,128$271,128 New Holding10,2610.3%NASDAQ-100 10 BU
Taiwan Semiconductor Manufacturing Company Limited stock logo
TSM
Taiwan Semiconductor Manufacturing
$269,3130.0%1,6220.3%Computer and Technology
NEOS ETF TRUST
$269,212$70,623 35.6%5,6760.3%NASDAQ 100 HIGH
NVIDIA Co. stock logo
NVDA
NVIDIA
$259,898$21,676 9.1%2,3980.2%Computer and Technology
iShares Preferred and Income Securities ETF stock logo
PFF
iShares Preferred and Income Securities ETF
$241,840$37,551 -13.4%7,8700.2%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$226,121$5,289 -2.3%1,7530.2%ETF
Lineage Cell Therapeutics, Inc. stock logo
LCTX
Lineage Cell Therapeutics
$223,992$70,341 45.8%495,9960.2%Medical
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$214,022$214,022 New Holding1,6500.2%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$213,235$15,956 -7.0%5,2920.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$213,092$9,433 4.6%1,3780.2%Computer and Technology
SPDR S&P Fossil Fuel Reserves Free ETF stock logo
SPYX
SPDR S&P Fossil Fuel Reserves Free ETF
$0$422,839 -100.0%00.0%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$0$240,596 -100.0%00.0%Computer and Technology
WESCO International, Inc. stock logo
WCC
WESCO International
$0$220,065 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data