Redwood Wealth Management Group, LLC Top Holdings and 13F Report (2024) About Redwood Wealth Management Group, LLCInvestment ActivityRedwood Wealth Management Group, LLC has $0.00 in total holdings as of June 30, 2024.Redwood Wealth Management Group, LLC owns shares of 1 different stock, but just 0 companies or ETFs make up 80% of its holdings.About ∞ of the portfolio was sold this quarter.This quarter, Redwood Wealth Management Group, LLC has purchased 169 new stocks and bought additional shares in 0 stocks.Redwood Wealth Management Group, LLC sold shares of 0 stocks and completely divested from 170 stocks this quarter.Largest Holdings None $0 Largest New Holdings this Quarter 000000000 - None $0 Holding Sector Allocation Over TimeMap of 500 Largest Holdings ofRedwood Wealth Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNone$0New Holding0NaNNoneSCHWAB PRIME ADVANTAGE MONEY INVESTOR$0$22,286,214 â–¼-100.0%0NaNMMNSCHWAB GOVERNMENT MONEY INV$0$15,631,635 â–¼-100.0%0NaNMMNBARON PARTNERS RETAIL$0$13,910,213 â–¼-100.0%0NaNMFANVDANVIDIA$0$5,401,602 â–¼-100.0%0NaNTechnologyGOOGAlphabet$0$4,924,377 â–¼-100.0%0NaNCommunication ServicesAVGOBroadcom$0$4,866,934 â–¼-100.0%0NaNTechnologyFUNDSTRAT GRANNY SHOTS US LARGE CAP ETF$0$4,723,467 â–¼-100.0%0NaNUIEIBMInternational Business Machines$0$4,617,996 â–¼-100.0%0NaNTechnologyMSFTMicrosoft$0$4,577,390 â–¼-100.0%0NaNTechnologyHON HAI PRECISION ORDF$0$4,438,955 â–¼-100.0%0NaNUFOGOOGLAlphabet$0$4,124,705 â–¼-100.0%0NaNCommunication ServicesAAPLApple$0$3,992,515 â–¼-100.0%0NaNTechnologyAMZNAmazon.com$0$3,988,371 â–¼-100.0%0NaNConsumer DiscretionaryIVWiShares S&P 500 Growth ETF$0$3,801,288 â–¼-100.0%0NaNETFFEDERATED HERMES MDT MID CAP GROWTH IS$0$3,583,139 â–¼-100.0%0NaNMFAXOMExxonMobil$0$3,514,861 â–¼-100.0%0NaNEnergyIVViShares Core S&P 500 ETF$0$3,494,674 â–¼-100.0%0NaNETFIWMiShares Russell 2000 ETF$0$3,309,341 â–¼-100.0%0NaNETFPALANTIR TECHNOLOGIES INCLASS CLASS A$0$3,283,255 â–¼-100.0%0NaNCOMETEnergy Transfer$0$3,122,400 â–¼-100.0%0NaNEnergyKMIKinder Morgan$0$2,990,254 â–¼-100.0%0NaNEnergyMFS INTL DIVERSIFICATION I$0$2,987,361 â–¼-100.0%0NaNMFAFIDELITY ADVISOR GROWTH OPPS I$0$2,952,474 â–¼-100.0%0NaNMFCMUMicron Technology$0$2,524,678 â–¼-100.0%0NaNTechnologyLORD ABBETT BOND-DEBENTURE I$0$2,485,326 â–¼-100.0%0NaNMFFSCHWAB PRIME ADVANTAGE MONEY ULTRA$0$2,335,834 â–¼-100.0%0NaNMMNCOLUMBIA DIVIDEND INCOME INST2$0$2,285,875 â–¼-100.0%0NaNMFATLTiShares 20+ Year Treasury Bond ETF$0$2,223,583 â–¼-100.0%0NaNETFLLYEli Lilly and Company$0$2,161,147 â–¼-100.0%0NaNHealthcareMRVLMarvell Technology$0$2,037,454 â–¼-100.0%0NaNTechnologyTSLATesla$0$1,910,795 â–¼-100.0%0NaNConsumer DiscretionaryVEAVanguard FTSE Developed Markets ETF$0$1,851,656 â–¼-100.0%0NaNETFIJHiShares Core S&P Mid-Cap ETF$0$1,834,452 â–¼-100.0%0NaNETFGUGGENHEIM TOTAL RETURN BOND P$0$1,783,311 â–¼-100.0%0NaNMFFIJRiShares Core S&P Small-Cap ETF$0$1,766,321 â–¼-100.0%0NaNETFJMBSJanus Henderson Mortgage-Backed Securities ETF$0$1,713,677 â–¼-100.0%0NaNETFVANGUARD SMALL CAP VALUE INDEX ADMIRAL$0$1,706,412 â–¼-100.0%0NaNMFCLORD ABBETT CR OPPORTUNITIES INST$0$1,679,141 â–¼-100.0%0NaNMFFVANGUARD INTERNATIONAL GROWTH ADM$0$1,675,305 â–¼-100.0%0NaNMFCSDYSPDR S&P Dividend ETF$0$1,673,264 â–¼-100.0%0NaNETFFIDELITY ADVISOR INTL SMALL CAP I$0$1,654,888 â–¼-100.0%0NaNMFCVANGUARD DIVIDEND GROWTH FUND INV$0$1,631,506 â–¼-100.0%0NaNMFCMRKMerck & Co., Inc.$0$1,548,319 â–¼-100.0%0NaNHealthcareCATCaterpillar$0$1,381,698 â–¼-100.0%0NaNIndustrialsMETAMeta Platforms$0$1,351,371 â–¼-100.0%0NaNCommunication ServicesLORD ABBETT HIGH INCOME MUNI BOND I$0$1,270,637 â–¼-100.0%0NaNMFFRTXRTX$0$1,139,134 â–¼-100.0%0NaNIndustrialsVICTORY RS INTERNATIONAL Y$0$1,062,419 â–¼-100.0%0NaNMFCPGProcter & Gamble$0$1,061,434 â–¼-100.0%0NaNConsumer StaplesAMDAdvanced Micro Devices$0$1,026,304 â–¼-100.0%0NaNTechnologySCCOSouthern Copper$0$1,023,008 â–¼-100.0%0NaNMaterialsZETA GLOBAL HLDGS CORP CLASS CLASS A$0$1,018,084 â–¼-100.0%0NaNCOMSSentinelOne$0$982,461 â–¼-100.0%0NaNTechnologyABBVAbbVie$0$962,823 â–¼-100.0%0NaNHealthcareASMLASML$0$928,543 â–¼-100.0%0NaNTechnologyIOTSamsara$0$928,517 â–¼-100.0%0NaNTechnologyENBEnbridge$0$895,367 â–¼-100.0%0NaNEnergyBMYBristol Myers Squibb$0$876,735 â–¼-100.0%0NaNHealthcareRIORio Tinto$0$870,017 â–¼-100.0%0NaNMaterialsCSXCSX$0$866,689 â–¼-100.0%0NaNIndustrialsJNJJohnson & Johnson$0$847,474 â–¼-100.0%0NaNHealthcareVZVerizon Communications$0$825,854 â–¼-100.0%0NaNCommunication ServicesLORD ABBETT INCOME I$0$801,558 â–¼-100.0%0NaNMFFBABAAlibaba Group$0$776,597 â–¼-100.0%0NaNConsumer DiscretionaryVANGUARD US GROWTH INVESTOR$0$759,224 â–¼-100.0%0NaNMFCXLEEnergy Select Sector SPDR Fund$0$754,785 â–¼-100.0%0NaNETFAMGNAmgen$0$753,035 â–¼-100.0%0NaNHealthcareMCDMcDonald's$0$710,155 â–¼-100.0%0NaNConsumer DiscretionaryBARON GLOBAL OPPORTUNITY INSTITUTIONAL$0$701,392 â–¼-100.0%0NaNMFCCSCOCisco Systems$0$692,942 â–¼-100.0%0NaNTechnologyETNEaton$0$692,449 â–¼-100.0%0NaNIndustrialsWALMART INC$0$661,799 â–¼-100.0%0NaNCOMEPDEnterprise Products Partners$0$648,197 â–¼-100.0%0NaNEnergySMSM Energy$0$642,595 â–¼-100.0%0NaNEnergyTAT&T$0$639,621 â–¼-100.0%0NaNCommunication ServicesTRPTC Energy$0$634,639 â–¼-100.0%0NaNEnergyHYPERION DEFI INC$0$632,292 â–¼-100.0%0NaNCOMLMTLockheed Martin$0$627,086 â–¼-100.0%0NaNIndustrialsAONAON$0$613,282 â–¼-100.0%0NaNFinanceURNMSprott Uranium Miners ETF$0$594,481 â–¼-100.0%0NaNETFJPMJPMorgan Chase & Co.$0$593,758 â–¼-100.0%0NaNFinanceOKTAOkta$0$577,810 â–¼-100.0%0NaNTechnologyUBERUber Technologies$0$576,159 â–¼-100.0%0NaNIndustrialsREGNRegeneron Pharmaceuticals$0$575,617 â–¼-100.0%0NaNHealthcareSLViShares Silver Trust$0$572,376 â–¼-100.0%0NaNETFBITMINE IMMERSION TECNOL$0$570,653 â–¼-100.0%0NaNCOMQCOMQualcomm$0$569,672 â–¼-100.0%0NaNTechnologyINGRIngredion$0$563,300 â–¼-100.0%0NaNConsumer StaplesEQTEQT$0$538,424 â–¼-100.0%0NaNEnergyPIMCO INCOME INSTL$0$532,966 â–¼-100.0%0NaNMFBLORD ABBETT HIGH YIELD I$0$513,135 â–¼-100.0%0NaNMFFPMPhilip Morris International$0$500,857 â–¼-100.0%0NaNConsumer StaplesPFEPfizer$0$484,717 â–¼-100.0%0NaNHealthcareVANGUARD 500 INDEX ADMIRAL$0$476,508 â–¼-100.0%0NaNMFCGLWCorning$0$473,002 â–¼-100.0%0NaNTechnologyPGIM SHORT-TERM CORPORATE BOND Z$0$470,363 â–¼-100.0%0NaNMFFBIDUBaidu$0$454,816 â–¼-100.0%0NaNCommunication ServicesTSMTaiwan Semiconductor Manufacturing$0$454,543 â–¼-100.0%0NaNTechnologyPIMCO MORTGAGE OPPORTUNITIES AND BDINSTL$0$433,581 â–¼-100.0%0NaNMFBShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
