Holdings Channel



Size ($ in 1000's)
At 12/31/2023: $460,527
At 09/30/2023: $400,098

Red Door Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Red Door Wealth Management LLC 13F filings. Link to 13F filings: SEC filings

Red Door Wealth Management LLC Top Holdings
As of  12/31/2023, below is a summary of the Red Door Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Red Door Wealth Management LLC. In the Red Door Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Red Door Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Red Door Wealth Management LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
BERKSHIRE HATHAWAY INC DEL      $26,645
     BRK.B74,706+878$26,645
SCHWAB STRATEGIC TR 384,585 -5,352 $21,691
     SCHX384,585-5,352$21,691
APPLE INC 108,706 +1,986 $20,929
     AAPL108,706+1,986$20,929
MICROSOFT CORP 47,163 +1,713 $17,735
     MSFT47,163+1,713$17,735
FEDEX CORP 51,538 +964 $13,038
     FDX51,538+964$13,038
AMAZON COM INC 81,656 +5,682 $12,407
     AMZN81,656+5,682$12,407
ALPHABET INC 82,008 +3,185 $11,557
     GOOG82,008+3,185$11,557
NVIDIA CORPORATION 21,926 +552 $10,858
     NVDA21,926+552$10,858
MID AMER APT CMNTYS INC 76,537 -1,760 $10,291
     MAA76,537-1,760$10,291
JPMORGAN CHASE & CO 58,395 +1,886 $9,933
     JPM58,395+1,886$9,933
AUTOZONE INC 3,489 UNCH $9,022
     AZO3,489UNCH$9,022
SPDR SER TR (SLYV) 105,639 -5,416 $8,801
     SLYV105,639-5,416$8,801
ISHARES TR (IVV) 16,831 -1,153 $8,039
     IVV16,831-1,153$8,039
UNITEDHEALTH GROUP INC 14,777 +615 $7,780
     UNH14,777+615$7,780
COSTCO WHSL CORP NEW 11,591 +639 $7,651
     COST11,591+639$7,651
JOHNSON & JOHNSON 46,401 +2,552 $7,273
     JNJ46,401+2,552$7,273
VISA INC 27,462 +1,664 $7,150
     V27,462+1,664$7,150
CHEVRON CORP NEW 46,963 +9,860 $7,005
     CVX46,963+9,860$7,005
AMGEN INC 24,109 +1,270 $6,944
     AMGN24,109+1,270$6,944
HOME DEPOT INC 19,899 +919 $6,896
     HD19,899+919$6,896
MERCK & CO INC 62,667 +2,441 $6,832
     MRK62,667+2,441$6,832
PROCTER AND GAMBLE CO 44,559 +7,162 $6,530
     PG44,559+7,162$6,530
LENNAR CORP      $6,501
     LEN.B48,497+2,479$6,501
TRANSDIGM GROUP INC 6,425 +312 $6,500
     TDG6,425+312$6,500
WALMART INC 38,271 +1,980 $6,033
     WMT38,271+1,980$6,033
CISCO SYS INC 112,653 +7,825 $5,691
     CSCO112,653+7,825$5,691
SCHWAB STRATEGIC TR 72,073 +5,530 $5,487
     SCHD72,073+5,530$5,487
QUALCOMM INC 36,964 +1,902 $5,346
     QCOM36,964+1,902$5,346
INTEL CORP 103,536 +5,522 $5,203
     INTC103,536+5,522$5,203
ADOBE INC 8,620 +501 $5,143
     ADBE8,620+501$5,143
HCA HEALTHCARE INC 18,987 +799 $5,139
     HCA18,987+799$5,139
BANK AMERICA CORP 147,802 +7,139 $4,977
     BAC147,802+7,139$4,977
UNITED PARCEL SERVICE INC 29,630 -70 $4,659
     UPS29,630-70$4,659
SCHWAB STRATEGIC TR 80,791 +254 $4,498
     SCHB80,791+254$4,498
PEPSICO INC 26,263 +1,637 $4,461
     PEP26,263+1,637$4,461
WASTE MGMT INC DEL 24,866 +1,705 $4,453
     WM24,866+1,705$4,453
HONEYWELL INTL INC 21,172 +1,305 $4,440
     HON21,172+1,305$4,440
SERVICENOW INC 6,113 +390 $4,319
     NOW6,113+390$4,319
ARHAUS INC 360,000 UNCH $4,266
     ARHS360,000UNCH$4,266
PFIZER INC 142,130 +4,114 $4,092
     PFE142,130+4,114$4,092
SALESFORCE INC 14,560 +966 $3,831
     CRM14,560+966$3,831
SPDR GOLD TR (GLD) 19,750 +319 $3,776
     GLD19,750+319$3,776
LOCKHEED MARTIN CORP 8,210 +574 $3,721
     LMT8,210+574$3,721
PROLOGIS INC. 27,673 +1,701 $3,689
     PLD27,673+1,701$3,689
DARLING INGREDIENTS INC 72,565 +10,000 $3,617
     DAR72,565+10,000$3,617
DISNEY WALT CO 39,185 +2,506 $3,538
     DIS39,185+2,506$3,538
DUKE ENERGY CORP NEW 31,331 +2,599 $3,040
     DUK31,331+2,599$3,040
VERIZON COMMUNICATIONS INC 79,467 +6,932 $2,996
     VZ79,467+6,932$2,996
AMERICAN TOWER CORP NEW 13,040 +1,403 $2,815
     AMT13,040+1,403$2,815
VANGUARD INDEX FDS (VTI) 10,594 +1,534 $2,513
     VTI10,594+1,534$2,513

See Full List: All Stocks Held By Red Door Wealth Management LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Red Door Wealth Management LLC

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