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Size ($ in 1000's)
At 03/31/2024: $518,657
At 12/31/2023: $460,527
Red Door Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Red Door Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Red Door Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by Red Door Wealth Management LLC.
In the Red Door Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Red Door Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the Red Door Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
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$31,483 | | BRK.B | 74,868 | +162 | $31,483 | | SCHWAB STRATEGIC TR |
406,142 |
+21,557 |
$25,205 | | SCHX | 406,142 | +21,557 | $25,205 | | MICROSOFT CORP |
49,742 |
+2,579 |
$20,928 | | MSFT | 49,742 | +2,579 | $20,928 | | NVIDIA CORPORATION |
22,734 |
+808 |
$20,541 | | NVDA | 22,734 | +808 | $20,541 | | APPLE INC |
109,871 |
+1,165 |
$18,841 | | AAPL | 109,871 | +1,165 | $18,841 | | FEDEX CORP |
53,073 |
+1,535 |
$15,377 | | FDX | 53,073 | +1,535 | $15,377 | | AMAZON COM INC |
84,103 |
+2,447 |
$15,171 | | AMZN | 84,103 | +2,447 | $15,171 | | ALPHABET INC |
84,070 |
+2,062 |
$12,801 | | GOOG | 84,070 | +2,062 | $12,801 | | JPMORGAN CHASE & CO |
59,205 |
+810 |
$11,859 | | JPM | 59,205 | +810 | $11,859 | | AUTOZONE INC |
3,488 |
-1 |
$10,993 | | AZO | 3,488 | -1 | $10,993 | | MID AMER APT CMNTYS INC |
76,814 |
+277 |
$10,107 | | MAA | 76,814 | +277 | $10,107 | | CHEVRON CORP NEW |
59,788 |
+12,825 |
$9,431 | | CVX | 59,788 | +12,825 | $9,431 | | COSTCO WHSL CORP NEW |
12,089 |
+498 |
$8,857 | | COST | 12,089 | +498 | $8,857 | | ISHARES TR (IVV) |
16,835 |
+4 |
$8,850 | | IVV | 16,835 | +4 | $8,850 | | MERCK & CO INC |
64,807 |
+2,140 |
$8,551 | | MRK | 64,807 | +2,140 | $8,551 | | TRANSDIGM GROUP INC |
6,757 |
+332 |
$8,322 | | TDG | 6,757 | +332 | $8,322 | | VISA INC |
29,048 |
+1,586 |
$8,107 | | V | 29,048 | +1,586 | $8,107 | | HOME DEPOT INC |
20,791 |
+892 |
$7,975 | | HD | 20,791 | +892 | $7,975 | | LENNAR CORP |
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$7,556 | | LEN.B | 49,009 | +512 | $7,556 | | JOHNSON & JOHNSON |
47,322 |
+921 |
$7,486 | | JNJ | 47,322 | +921 | $7,486 | | UNITEDHEALTH GROUP INC |
15,079 |
+302 |
$7,460 | | UNH | 15,079 | +302 | $7,460 | | PROCTER AND GAMBLE CO |
45,822 |
+1,263 |
$7,435 | | PG | 45,822 | +1,263 | $7,435 | | AMGEN INC |
25,029 |
+920 |
$7,116 | | AMGN | 25,029 | +920 | $7,116 | | WALMART INC |
117,348 |
+79,077 |
$7,061 | | WMT | 117,348 | +79,077 | $7,061 | | SPDR SER TR (SLYV) |
82,365 |
-23,274 |
$6,834 | | SLYV | 82,365 | -23,274 | $6,834 | | HCA HEALTHCARE INC |
19,868 |
+881 |
$6,627 | | HCA | 19,868 | +881 | $6,627 | | QUALCOMM INC |
38,207 |
+1,243 |
$6,468 | | QCOM | 38,207 | +1,243 | $6,468 | | CISCO SYS INC |
119,644 |
+6,991 |
$5,971 | | CSCO | 119,644 | +6,991 | $5,971 | | BANK AMERICA CORP |
153,073 |
+5,271 |
$5,805 | | BAC | 153,073 | +5,271 | $5,805 | | SCHWAB STRATEGIC TR |
70,691 |
-1,382 |
$5,700 | | SCHD | 70,691 | -1,382 | $5,700 | | WASTE MGMT INC DEL |
26,581 |
+1,715 |
$5,666 | | WM | 26,581 | +1,715 | $5,666 | | ARHAUS INC |
345,000 |
-15,000 |
$5,310 | | ARHS | 345,000 | -15,000 | $5,310 | | PEPSICO INC |
28,275 |
+2,012 |
$4,948 | | PEP | 28,275 | +2,012 | $4,948 | | SCHWAB STRATEGIC TR |
81,020 |
+229 |
$4,946 | | SCHB | 81,020 | +229 | $4,946 | | INTEL CORP |
111,514 |
+7,978 |
$4,926 | | INTC | 111,514 | +7,978 | $4,926 | | SERVICENOW INC |
6,410 |
+297 |
$4,887 | | NOW | 6,410 | +297 | $4,887 | | SALESFORCE INC |
15,604 |
+1,044 |
$4,700 | | CRM | 15,604 | +1,044 | $4,700 | | ADOBE INC |
9,292 |
+672 |
$4,689 | | ADBE | 9,292 | +672 | $4,689 | | HONEYWELL INTL INC |
22,752 |
+1,580 |
$4,670 | | HON | 22,752 | +1,580 | $4,670 | | UNITED PARCEL SERVICE INC |
28,712 |
-918 |
$4,267 | | UPS | 28,712 | -918 | $4,267 | | PFIZER INC |
144,804 |
+2,674 |
$4,018 | | PFE | 144,804 | +2,674 | $4,018 | | LOCKHEED MARTIN CORP |
8,615 |
+405 |
$3,919 | | LMT | 8,615 | +405 | $3,919 | | SPDR GOLD TR (GLD) |
18,914 |
-836 |
$3,891 | | GLD | 18,914 | -836 | $3,891 | | PROLOGIS INC. |
29,850 |
+2,177 |
$3,887 | | PLD | 29,850 | +2,177 | $3,887 | | ROPER TECHNOLOGIES INC |
6,834 |
+6,834 |
$3,833 | | ROP | 6,834 | +6,834 | $3,833 | | VERIZON COMMUNICATIONS INC |
89,402 |
+9,935 |
$3,751 | | VZ | 89,402 | +9,935 | $3,751 | | DARLING INGREDIENTS INC |
78,972 |
+6,407 |
$3,673 | | DAR | 78,972 | +6,407 | $3,673 | | DUKE ENERGY CORP NEW |
34,360 |
+3,029 |
$3,323 | | DUK | 34,360 | +3,029 | $3,323 | | AMERICAN TOWER CORP NEW |
14,239 |
+1,199 |
$2,814 | | AMT | 14,239 | +1,199 | $2,814 | | VANGUARD INDEX FDS (VTI) |
10,738 |
+144 |
$2,791 | | VTI | 10,738 | +144 | $2,791 |
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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