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Size ($ in 1000's)
At 12/31/2023: $210,798
At 09/30/2023: $199,462
Rede Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rede Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Rede Wealth LLC top holdings by largest position size, as per the latest 13f filing made by Rede Wealth LLC.
In the Rede Wealth LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Rede Wealth LLC in that top holding, then the share count change between reporting periods, and finally the Rede Wealth LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
 BERKSHIRE HATHAWAY INC DEL |
|
|
$119,260 | | BRK.A | 214 | -2 | $116,122 | | BRK.B | 8,798 | +1,473 | $3,138 | | APPLE INC |
50,464 |
-157 |
$9,716 | | AAPL | 50,464 | -157 | $9,716 | | JOHNSON & JOHNSON |
37,842 |
+35 |
$5,931 | | JNJ | 37,842 | +35 | $5,931 | | ISHARES TR (ITOT) |
55,614 |
+52,884 |
$5,852 | | ITOT | 55,614 | +52,884 | $5,852 | | ISHARES TR (IVV) |
9,335 |
-868 |
$4,459 | | IVV | 9,335 | -868 | $4,459 | | AMAZON COM INC |
26,885 |
-154 |
$4,085 | | AMZN | 26,885 | -154 | $4,085 | | MICROSOFT CORP |
8,160 |
+262 |
$3,068 | | MSFT | 8,160 | +262 | $3,068 | | VANGUARD MUN BD FDS (VTEB) |
59,238 |
-44,609 |
$3,024 | | VTEB | 59,238 | -44,609 | $3,024 | | SPDR S&P 500 ETF TR (SPY) |
5,032 |
-81 |
$2,392 | | SPY | 5,032 | -81 | $2,392 | | EXXON MOBIL CORP |
20,385 |
+88 |
$2,038 | | XOM | 20,385 | +88 | $2,038 | | SPDR SER TR (SPTI) |
70,854 |
-66,202 |
$2,024 | | SPTI | 70,854 | -66,202 | $2,024 | | UNITEDHEALTH GROUP INC |
3,616 |
-4 |
$1,904 | | UNH | 3,616 | -4 | $1,904 | | ISHARES TR (IXUS) |
28,009 |
-5,768 |
$1,819 | | IXUS | 28,009 | -5,768 | $1,819 | | VANGUARD INDEX FDS (VTV) |
10,530 |
-13,195 |
$1,574 | | VTV | 10,530 | -13,195 | $1,574 | | SPDR SER TR (SPYG) |
23,104 |
-2,850 |
$1,503 | | SPYG | 23,104 | -2,850 | $1,503 | | NVIDIA CORPORATION |
2,955 |
+4 |
$1,463 | | NVDA | 2,955 | +4 | $1,463 | | COINBASE GLOBAL INC |
7,764 |
+32 |
$1,350 | | COIN | 7,764 | +32 | $1,350 | | ISHARES TR (SUB) |
12,584 |
-8,864 |
$1,327 | | SUB | 12,584 | -8,864 | $1,327 | | APPLIED MATLS INC |
8,165 |
+43 |
$1,323 | | AMAT | 8,165 | +43 | $1,323 | | ISHARES TR (AGG) |
12,979 |
-8,575 |
$1,288 | | AGG | 12,979 | -8,575 | $1,288 | | SCHWAB STRATEGIC TR |
26,213 |
+26,213 |
$1,270 | | SCHO | 26,213 | +26,213 | $1,270 | | ISHARES TR (GOVT) |
54,937 |
+54,937 |
$1,266 | | GOVT | 54,937 | +54,937 | $1,266 | | VANGUARD MALVERN FDS (VTIP) |
25,795 |
+25,795 |
$1,225 | | VTIP | 25,795 | +25,795 | $1,225 | | MCDONALDS CORP |
3,643 |
UNCH |
$1,080 | | MCD | 3,643 | UNCH | $1,080 | | ISHARES TR (IDEV) |
16,810 |
+16,810 |
$1,070 | | IDEV | 16,810 | +16,810 | $1,070 | | SPDR SER TR (SPTL) |
35,687 |
+35,687 |
$1,036 | | SPTL | 35,687 | +35,687 | $1,036 | | SCHWAB STRATEGIC TR |
12,924 |
-10,698 |
$973 | | SCHM | 12,924 | -10,698 | $973 | | PROCTER AND GAMBLE CO |
6,524 |
+73 |
$956 | | PG | 6,524 | +73 | $956 | | ISHARES TR (IMCB) |
13,716 |
+13,716 |
$921 | | IMCB | 13,716 | +13,716 | $921 | | INVESCO EXCH TRADED FD TR II (QQQM) |
5,384 |
+5,384 |
$907 | | QQQM | 5,384 | +5,384 | $907 | | INVESCO EXCH TRADED FD TR II (SPLV) |
14,081 |
-261 |
$882 | | SPLV | 14,081 | -261 | $882 | | SCHWAB STRATEGIC TR |
16,089 |
+16,089 |
$760 | | SCHA | 16,089 | +16,089 | $760 | | ENTERPRISE PRODS PARTNERS L |
28,110 |
-916 |
$741 | | EPD | 28,110 | -916 | $741 | | NETFLIX INC |
1,465 |
-27 |
$713 | | NFLX | 1,465 | -27 | $713 | | ISHARES TR (DSI) |
7,700 |
-352 |
$701 | | DSI | 7,700 | -352 | $701 | | VERIZON COMMUNICATIONS INC |
17,523 |
UNCH |
$661 | | VZ | 17,523 | UNCH | $661 | | VANGUARD INDEX FDS (VB) |
3,060 |
-3,246 |
$653 | | VB | 3,060 | -3,246 | $653 | | AUTOMATIC DATA PROCESSING IN |
2,777 |
+2 |
$647 | | ADP | 2,777 | +2 | $647 | | VISA INC |
2,366 |
UNCH |
$616 | | V | 2,366 | UNCH | $616 | | JPMORGAN CHASE & CO |
3,575 |
+25 |
$608 | | JPM | 3,575 | +25 | $608 | | NORFOLK SOUTHN CORP |
2,550 |
UNCH |
$603 | | NSC | 2,550 | UNCH | $603 | | ISHARES TR (IYW) |
4,868 |
UNCH |
$598 | | IYW | 4,868 | UNCH | $598 | | CSX CORP |
17,206 |
+10 |
$597 | | CSX | 17,206 | +10 | $597 | | TESLA INC |
2,347 |
-375 |
$583 | | TSLA | 2,347 | -375 | $583 | | STARBUCKS CORP |
5,895 |
-245 |
$566 | | SBUX | 5,895 | -245 | $566 | | BLACKROCK INC |
681 |
UNCH |
$553 | | BLK | 681 | UNCH | $553 | | AON PLC |
1,898 |
UNCH |
$552 | | AON | 1,898 | UNCH | $552 | | TRUIST FINL CORP |
14,959 |
-32 |
$552 | | TFC | 14,959 | -32 | $552 | | NUSHARES ETF TR (NULG) |
7,307 |
+146 |
$508 | | NULG | 7,307 | +146 | $508 | | MASTERCARD INCORPORATED |
1,153 |
-2 |
$492 | | MA | 1,153 | -2 | $492 |
See Full List: All Stocks Held By Rede Wealth LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Rede Wealth LLC
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