Go Pro

Redwood Wealth Management Group, LLC Top Holdings and 13F Report (2024)

About Redwood Wealth Management Group, LLC

Investment Activity

  • Redwood 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 Time

Map of 500 Largest Holdings ofRedwood Wealth Management Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
None
$0New Holding0NaNNone
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
$0$22,286,214 -100.0%0NaNMMN
SCHWAB GOVERNMENT MONEY INV
$0$15,631,635 -100.0%0NaNMMN
BARON PARTNERS RETAIL
$0$13,910,213 -100.0%0NaNMFA
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$5,401,602 -100.0%0NaNTechnology
Alphabet Inc. stock logo
GOOG
Alphabet
$0$4,924,377 -100.0%0NaNCommunication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$0$4,866,934 -100.0%0NaNTechnology
FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF
$0$4,723,467 -100.0%0NaNUIE
International Business Machines Corporation stock logo
IBM
International Business Machines
$0$4,617,996 -100.0%0NaNTechnology
Microsoft Corporation stock logo
MSFT
Microsoft
$0$4,577,390 -100.0%0NaNTechnology
HON HAI PRECISION ORDF
$0$4,438,955 -100.0%0NaNUFO
Alphabet Inc. stock logo
GOOGL
Alphabet
$0$4,124,705 -100.0%0NaNCommunication Services
Apple Inc. stock logo
AAPL
Apple
$0$3,992,515 -100.0%0NaNTechnology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$0$3,988,371 -100.0%0NaNConsumer Discretionary
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$0$3,801,288 -100.0%0NaNETF
FEDERATED HERMES MDT MID CAP GROWTH IS
$0$3,583,139 -100.0%0NaNMFA
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$0$3,514,861 -100.0%0NaNEnergy
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$0$3,494,674 -100.0%0NaNETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$0$3,309,341 -100.0%0NaNETF
PALANTIR TECHNOLOGIES INCLASS CLASS A
$0$3,283,255 -100.0%0NaNCOM
Energy Transfer LP stock logo
ET
Energy Transfer
$0$3,122,400 -100.0%0NaNEnergy
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$0$2,990,254 -100.0%0NaNEnergy
MFS INTL DIVERSIFICATION I
$0$2,987,361 -100.0%0NaNMFA
FIDELITY ADVISOR GROWTH OPPS I
$0$2,952,474 -100.0%0NaNMFC
Micron Technology, Inc. stock logo
MU
Micron Technology
$0$2,524,678 -100.0%0NaNTechnology
LORD ABBETT BOND-DEBENTURE I
$0$2,485,326 -100.0%0NaNMFF
SCHWAB PRIME ADVANTAGE MONEY ULTRA
$0$2,335,834 -100.0%0NaNMMN
COLUMBIA DIVIDEND INCOME INST2
$0$2,285,875 -100.0%0NaNMFA
iShares 20+ Year Treasury Bond ETF stock logo
TLT
iShares 20+ Year Treasury Bond ETF
$0$2,223,583 -100.0%0NaNETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$0$2,161,147 -100.0%0NaNHealthcare
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$0$2,037,454 -100.0%0NaNTechnology
Tesla, Inc. stock logo
TSLA
Tesla
$0$1,910,795 -100.0%0NaNConsumer Discretionary
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$0$1,851,656 -100.0%0NaNETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$0$1,834,452 -100.0%0NaNETF
GUGGENHEIM TOTAL RETURN BOND P
$0$1,783,311 -100.0%0NaNMFF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$0$1,766,321 -100.0%0NaNETF
Janus Henderson Mortgage-Backed Securities ETF stock logo
JMBS
Janus Henderson Mortgage-Backed Securities ETF
$0$1,713,677 -100.0%0NaNETF
VANGUARD SMALL CAP VALUE INDEX ADMIRAL
$0$1,706,412 -100.0%0NaNMFC
LORD ABBETT CR OPPORTUNITIES INST
$0$1,679,141 -100.0%0NaNMFF
VANGUARD INTERNATIONAL GROWTH ADM
$0$1,675,305 -100.0%0NaNMFC
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$0$1,673,264 -100.0%0NaNETF
FIDELITY ADVISOR INTL SMALL CAP I
$0$1,654,888 -100.0%0NaNMFC
VANGUARD DIVIDEND GROWTH FUND INV
$0$1,631,506 -100.0%0NaNMFC
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$1,548,319 -100.0%0NaNHealthcare
Caterpillar Inc. stock logo
CAT
Caterpillar
$0$1,381,698 -100.0%0NaNIndustrials
Meta Platforms, Inc. stock logo
META
Meta Platforms
$0$1,351,371 -100.0%0NaNCommunication Services
LORD ABBETT HIGH INCOME MUNI BOND I
$0$1,270,637 -100.0%0NaNMFF
RTX Corporation stock logo
RTX
RTX
$0$1,139,134 -100.0%0NaNIndustrials
VICTORY RS INTERNATIONAL Y
$0$1,062,419 -100.0%0NaNMFC
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$0$1,061,434 -100.0%0NaNConsumer Staples
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$0$1,026,304 -100.0%0NaNTechnology
Southern Copper Corporation stock logo
SCCO
Southern Copper
$0$1,023,008 -100.0%0NaNMaterials
ZETA GLOBAL HLDGS CORP CLASS CLASS A
$0$1,018,084 -100.0%0NaNCOM
SentinelOne, Inc. stock logo
S
SentinelOne
$0$982,461 -100.0%0NaNTechnology
AbbVie Inc. stock logo
ABBV
AbbVie
$0$962,823 -100.0%0NaNHealthcare
ASML Holding N.V. stock logo
ASML
ASML
$0$928,543 -100.0%0NaNTechnology
Samsara Inc. stock logo
IOT
Samsara
$0$928,517 -100.0%0NaNTechnology
Enbridge Inc stock logo
ENB
Enbridge
$0$895,367 -100.0%0NaNEnergy
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$0$876,735 -100.0%0NaNHealthcare
Rio Tinto PLC stock logo
RIO
Rio Tinto
$0$870,017 -100.0%0NaNMaterials
CSX Corporation stock logo
CSX
CSX
$0$866,689 -100.0%0NaNIndustrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$847,474 -100.0%0NaNHealthcare
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$0$825,854 -100.0%0NaNCommunication Services
LORD ABBETT INCOME I
$0$801,558 -100.0%0NaNMFF
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$0$776,597 -100.0%0NaNConsumer Discretionary
VANGUARD US GROWTH INVESTOR
$0$759,224 -100.0%0NaNMFC
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$0$754,785 -100.0%0NaNETF
Amgen Inc. stock logo
AMGN
Amgen
$0$753,035 -100.0%0NaNHealthcare
McDonald's Corporation stock logo
MCD
McDonald's
$0$710,155 -100.0%0NaNConsumer Discretionary
BARON GLOBAL OPPORTUNITY INSTITUTIONAL
$0$701,392 -100.0%0NaNMFC
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$692,942 -100.0%0NaNTechnology
Eaton Corporation, PLC stock logo
ETN
Eaton
$0$692,449 -100.0%0NaNIndustrials
WALMART INC
$0$661,799 -100.0%0NaNCOM
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$0$648,197 -100.0%0NaNEnergy
SM Energy Company stock logo
SM
SM Energy
$0$642,595 -100.0%0NaNEnergy
AT&T Inc. stock logo
T
AT&T
$0$639,621 -100.0%0NaNCommunication Services
TC Energy Corporation stock logo
TRP
TC Energy
$0$634,639 -100.0%0NaNEnergy
HYPERION DEFI INC
$0$632,292 -100.0%0NaNCOM
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$0$627,086 -100.0%0NaNIndustrials
Aon plc stock logo
AON
AON
$0$613,282 -100.0%0NaNFinance
Sprott Uranium Miners ETF stock logo
URNM
Sprott Uranium Miners ETF
$0$594,481 -100.0%0NaNETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$0$593,758 -100.0%0NaNFinance
Okta, Inc. stock logo
OKTA
Okta
$0$577,810 -100.0%0NaNTechnology
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$0$576,159 -100.0%0NaNIndustrials
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$0$575,617 -100.0%0NaNHealthcare
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$0$572,376 -100.0%0NaNETF
BITMINE IMMERSION TECNOL
$0$570,653 -100.0%0NaNCOM
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$0$569,672 -100.0%0NaNTechnology
Ingredion Incorporated stock logo
INGR
Ingredion
$0$563,300 -100.0%0NaNConsumer Staples
EQT Corporation stock logo
EQT
EQT
$0$538,424 -100.0%0NaNEnergy
PIMCO INCOME INSTL
$0$532,966 -100.0%0NaNMFB
LORD ABBETT HIGH YIELD I
$0$513,135 -100.0%0NaNMFF
Philip Morris International Inc. stock logo
PM
Philip Morris International
$0$500,857 -100.0%0NaNConsumer Staples
Pfizer Inc. stock logo
PFE
Pfizer
$0$484,717 -100.0%0NaNHealthcare
VANGUARD 500 INDEX ADMIRAL
$0$476,508 -100.0%0NaNMFC
Corning Incorporated stock logo
GLW
Corning
$0$473,002 -100.0%0NaNTechnology
PGIM SHORT-TERM CORPORATE BOND Z
$0$470,363 -100.0%0NaNMFF
Baidu, Inc. stock logo
BIDU
Baidu
$0$454,816 -100.0%0NaNCommunication Services
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$0$454,543 -100.0%0NaNTechnology
PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL
$0$433,581 -100.0%0NaNMFB

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