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Entity | Shares/Amount Change | Position Value Change |
EQAL |
+6,935 | +$320 | SPHY |
+13,592 | +$319 | TLT |
+2,629 | +$249 | IEF |
+2,466 | +$233 | ELV |
+426 | +$221 | SHY |
+2,670 | +$218 |
Entity | Shares/Amount Change | Position Value Change |
EAGG |
-5,976 | -$285 |
Entity | Shares/Amount Change | Position Value Change |
GOVT |
+15,943 | +$348 | ITOT |
+13,899 | +$2,163 | VTIP |
+8,897 | +$436 | SCHO |
+6,955 | +$329 | IDEV |
+4,984 | +$393 | SCHA |
+4,138 | +$236 | IGSB |
+4,013 | +$206 | IMCB |
+3,625 | +$342 | MBB |
+3,163 | +$287 | SPTL |
+2,929 | +$43 |
Entity | Shares/Amount Change | Position Value Change |
SPTI |
-44,997 | -$1,295 | VTEB |
-20,921 | -$1,085 | IXUS |
-6,966 | -$391 | SUB |
-5,752 | -$611 | TFC |
-5,392 | -$179 | ISTB |
-4,796 | -$229 | VTV |
-4,392 | -$574 | NULV |
-3,223 | -$93 | SPEM |
-2,632 | -$88 |
Size ($ in 1000's)
At 03/31/2024: $238,520 At 12/31/2023: $210,798
Rede Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Rede Wealth LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, we find all stocks held by Rede Wealth LLC to be as follows, presented in the
table below with each row detailing each Rede Wealth LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Rede Wealth LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Rede Wealth LLC as of the latest filing.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
BERKSHIRE HATHAWAY INC DEL |
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|
$139,374 | BRK.A | 214 | UNCH | $135,770 | BRK.B | 8,570 | -228 | $3,604 | APPLE INC |
50,478 |
+14 |
$8,656 | AAPL | 50,478 | +14 | $8,656 | ISHARES TR (ITOT) |
69,513 |
+13,899 |
$8,015 | ITOT | 69,513 | +13,899 | $8,015 | JOHNSON & JOHNSON |
38,071 |
+229 |
$6,022 | JNJ | 38,071 | +229 | $6,022 | ISHARES TR (IVV) |
9,320 |
-15 |
$4,900 | IVV | 9,320 | -15 | $4,900 | AMAZON COM INC |
26,902 |
+17 |
$4,853 | AMZN | 26,902 | +17 | $4,853 | MICROSOFT CORP |
8,278 |
+118 |
$3,483 | MSFT | 8,278 | +118 | $3,483 | SPDR S&P 500 ETF TR (SPY) |
5,509 |
+477 |
$2,882 | SPY | 5,509 | +477 | $2,882 | NVIDIA CORPORATION |
3,006 |
+51 |
$2,716 | NVDA | 3,006 | +51 | $2,716 | EXXON MOBIL CORP |
20,831 |
+446 |
$2,421 | XOM | 20,831 | +446 | $2,421 | COINBASE GLOBAL INC |
7,858 |
+94 |
$2,083 | COIN | 7,858 | +94 | $2,083 | VANGUARD MUN BD FDS (VTEB) |
38,317 |
-20,921 |
$1,939 | VTEB | 38,317 | -20,921 | $1,939 | UNITEDHEALTH GROUP INC |
3,618 |
+2 |
$1,790 | UNH | 3,618 | +2 | $1,790 | SPDR SER TR (SPYG) |
22,997 |
-107 |
$1,682 | SPYG | 22,997 | -107 | $1,682 | VANGUARD MALVERN FDS (VTIP) |
34,692 |
+8,897 |
$1,661 | VTIP | 34,692 | +8,897 | $1,661 | ISHARES TR (GOVT) |
70,880 |
+15,943 |
$1,614 | GOVT | 70,880 | +15,943 | $1,614 | SCHWAB STRATEGIC TR |
33,168 |
+6,955 |
$1,599 | SCHO | 33,168 | +6,955 | $1,599 | APPLIED MATLS INC |
7,265 |
-900 |
$1,498 | AMAT | 7,265 | -900 | $1,498 | ISHARES TR (IDEV) |
21,794 |
+4,984 |
$1,463 | IDEV | 21,794 | +4,984 | $1,463 | ISHARES TR (IXUS) |
21,043 |
-6,966 |
$1,428 | IXUS | 21,043 | -6,966 | $1,428 | ISHARES TR (AGG) |
13,696 |
+717 |
$1,341 | AGG | 13,696 | +717 | $1,341 | ISHARES TR (IMCB) |
17,341 |
+3,625 |
$1,263 | IMCB | 17,341 | +3,625 | $1,263 | INVESCO EXCH TRADED FD TR II (QQQM) |
6,756 |
+1,372 |
$1,234 | QQQM | 6,756 | +1,372 | $1,234 | PROCTER AND GAMBLE CO |
6,717 |
+193 |
$1,090 | PG | 6,717 | +193 | $1,090 | SPDR SER TR (SPTL) |
38,616 |
+2,929 |
$1,079 | SPTL | 38,616 | +2,929 | $1,079 | MCDONALDS CORP |
3,644 |
+1 |
$1,027 | MCD | 3,644 | +1 | $1,027 | VANGUARD INDEX FDS (VTV) |
6,138 |
-4,392 |
$1,000 | VTV | 6,138 | -4,392 | $1,000 | SCHWAB STRATEGIC TR |
20,227 |
+4,138 |
$996 | SCHA | 20,227 | +4,138 | $996 | INVESCO EXCH TRADED FD TR II (SPLV) |
13,876 |
-205 |
$914 | SPLV | 13,876 | -205 | $914 | NETFLIX INC |
1,465 |
UNCH |
$890 | NFLX | 1,465 | UNCH | $890 | SCHWAB STRATEGIC TR |
10,416 |
-2,508 |
$848 | SCHM | 10,416 | -2,508 | $848 | ENTERPRISE PRODS PARTNERS L |
28,195 |
+85 |
$823 | EPD | 28,195 | +85 | $823 | ISHARES TR (DSI) |
7,687 |
-13 |
$775 | DSI | 7,687 | -13 | $775 | VERIZON COMMUNICATIONS INC |
17,887 |
+364 |
$751 | VZ | 17,887 | +364 | $751 | JPMORGAN CHASE & CO |
3,694 |
+119 |
$740 | JPM | 3,694 | +119 | $740 | SPDR SER TR (SPTI) |
25,857 |
-44,997 |
$729 | SPTI | 25,857 | -44,997 | $729 | AUTOMATIC DATA PROCESSING IN |
2,897 |
+120 |
$724 | ADP | 2,897 | +120 | $724 | ISHARES TR (SUB) |
6,832 |
-5,752 |
$716 | SUB | 6,832 | -5,752 | $716 | VISA INC |
2,361 |
-5 |
$659 | V | 2,361 | -5 | $659 | ISHARES TR (IYW) |
4,868 |
UNCH |
$657 | IYW | 4,868 | UNCH | $657 | ISHARES TR (IEI) |
5,661 |
+2,550 |
$656 | IEI | 5,661 | +2,550 | $656 | NORFOLK SOUTHN CORP |
2,550 |
UNCH |
$650 | NSC | 2,550 | UNCH | $650 | AON PLC |
1,898 |
UNCH |
$633 | AON | 1,898 | UNCH | $633 | CSX CORP |
16,217 |
-989 |
$601 | CSX | 16,217 | -989 | $601 | ISHARES TR (MBB) |
6,414 |
+3,163 |
$593 | MBB | 6,414 | +3,163 | $593 | MASTERCARD INCORPORATED |
1,203 |
+50 |
$579 | MA | 1,203 | +50 | $579 | BLACKROCK INC |
689 |
+8 |
$575 | BLK | 689 | +8 | $575 | SPDR SER TR (BIL) |
6,242 |
+2,436 |
$573 | BIL | 6,242 | +2,436 | $573 | STARBUCKS CORP |
5,863 |
-32 |
$536 | SBUX | 5,863 | -32 | $536 | NUSHARES ETF TR (NULG) |
6,997 |
-310 |
$534 | NULG | 6,997 | -310 | $534 | CHUBB LIMITED |
1,856 |
+160 |
$481 | CB | 1,856 | +160 | $481 | SHOPIFY INC |
5,934 |
UNCH |
$458 | SHOP | 5,934 | UNCH | $458 | ISHARES TR (IGSB) |
8,870 |
+4,013 |
$455 | IGSB | 8,870 | +4,013 | $455 | VANGUARD INDEX FDS (VB) |
1,934 |
-1,126 |
$442 | VB | 1,934 | -1,126 | $442 | INVESCO EXCH TRADED FD TR II (PZA) |
17,733 |
-1,031 |
$423 | PZA | 17,733 | -1,031 | $423 | UNION PAC CORP |
1,689 |
UNCH |
$415 | UNP | 1,689 | UNCH | $415 | PLAINS ALL AMERN PIPELINE L |
23,197 |
+24 |
$407 | PAA | 23,197 | +24 | $407 | AT&T INC |
23,020 |
-155 |
$405 | T | 23,020 | -155 | $405 | FIRST TR EXCHANGE TRADED FD (LMBS) |
8,098 |
-712 |
$391 | LMBS | 8,098 | -712 | $391 | DISNEY WALT CO |
3,138 |
+300 |
$384 | DIS | 3,138 | +300 | $384 | TESLA INC |
2,162 |
-185 |
$380 | TSLA | 2,162 | -185 | $380 | TRUIST FINL CORP |
9,567 |
-5,392 |
$373 | TFC | 9,567 | -5,392 | $373 | INVESCO QQQ TR |
806 |
-8 |
$358 | QQQ | 806 | -8 | $358 | COCA COLA CO |
5,807 |
+400 |
$355 | KO | 5,807 | +400 | $355 | MONDELEZ INTL INC |
4,951 |
+304 |
$347 | MDLZ | 4,951 | +304 | $347 | RTX CORPORATION |
3,554 |
+344 |
$347 | RTX | 3,554 | +344 | $347 | ABBVIE INC |
1,871 |
+226 |
$341 | ABBV | 1,871 | +226 | $341 | CATERPILLAR INC |
918 |
+123 |
$336 | CAT | 918 | +123 | $336 | CHEVRON CORP NEW |
2,120 |
+1 |
$334 | CVX | 2,120 | +1 | $334 | ONEOK INC NEW |
4,046 |
-166 |
$324 | OKE | 4,046 | -166 | $324 | CISCO SYS INC |
6,425 |
+1,183 |
$321 | CSCO | 6,425 | +1,183 | $321 | INVESCO EXCH TRADED FD TR II (EQAL) |
6,935 |
+6,935 |
$320 | EQAL | 6,935 | +6,935 | $320 | SPDR SER TR (SPHY) |
13,592 |
+13,592 |
$319 | SPHY | 13,592 | +13,592 | $319 | EATON CORP PLC |
1,003 |
UNCH |
$314 | ETN | 1,003 | UNCH | $314 | NUSHARES ETF TR (NULV) |
7,724 |
-3,223 |
$300 | NULV | 7,724 | -3,223 | $300 | ALPHABET INC |
1,952 |
+259 |
$295 | GOOGL | 1,952 | +259 | $295 | ISHARES TR (EFA) |
3,666 |
-114 |
$293 | EFA | 3,666 | -114 | $293 | FEDEX CORP |
1,011 |
+5 |
$293 | FDX | 1,011 | +5 | $293 | SPDR SER TR (HYMB) |
10,904 |
+828 |
$280 | HYMB | 10,904 | +828 | $280 | ISHARES TR (MTUM) |
1,494 |
-62 |
$280 | MTUM | 1,494 | -62 | $280 | ISHARES TR (ESGD) |
3,432 |
-977 |
$274 | ESGD | 3,432 | -977 | $274 | ISHARES TR (IGIB) |
5,301 |
+1,016 |
$274 | IGIB | 5,301 | +1,016 | $274 | ISHARES TR (ESGU) |
2,336 |
-14 |
$269 | ESGU | 2,336 | -14 | $269 | FIRST TR NAS100 EQ WEIGHTED (QQEW) |
2,169 |
UNCH |
$269 | QQEW | 2,169 | UNCH | $269 | ISHARES TR (IMCG) |
3,786 |
UNCH |
$268 | IMCG | 3,786 | UNCH | $268 | ISHARES TR (ISTB) |
5,290 |
-4,796 |
$251 | ISTB | 5,290 | -4,796 | $251 | ISHARES TR (TLT) |
2,629 |
+2,629 |
$249 | TLT | 2,629 | +2,629 | $249 | HEXCEL CORP NEW |
3,391 |
+2 |
$247 | HXL | 3,391 | +2 | $247 | 3M CO |
2,328 |
-145 |
$247 | MMM | 2,328 | -145 | $247 | SPDR INDEX SHS FDS (SPEM) |
6,735 |
-2,632 |
$244 | SPEM | 6,735 | -2,632 | $244 | ISHARES TR (IEF) |
2,466 |
+2,466 |
$233 | IEF | 2,466 | +2,466 | $233 | ELEVANCE HEALTH INC |
426 |
+426 |
$221 | ELV | 426 | +426 | $221 | INTEL CORP |
4,990 |
+1 |
$220 | INTC | 4,990 | +1 | $220 | ISHARES TR (SHY) |
2,670 |
+2,670 |
$218 | SHY | 2,670 | +2,670 | $218 | ISHARES TR |
0 |
-5,976 |
$0 (exited) | EAGG | 0 | -5,976 | $0 |
See Summary: Rede Wealth LLC Top Holdings
See Details: Top 10 Stocks Held By Rede Wealth LLC
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