Red Door Wealth Management
Latest statistics and disclosures from Red Door Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHX, NVDA, AAPL, BRK.B, EAGL, and represent 21.86% of Red Door Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: JMST (+$8.2M), EAGL, RSP, GLD, T, IEF, AMZN, BTC, VOO, MSFT.
- Started 27 new stock positions in XLE, WMB, SAIC, AA, ED, CASY, RL, STX, KLAC, SPDW.
- Reduced shares in these 10 stocks: SCHX, SCHD, GOOG, SCHH, WWD, SHOP, BMNR, NOW, , HOOD.
- Sold out of its positions in AZ, BMNR, FCNCA, MRSH, HOOD, RUM, RYAAY, SCHH, SHOP, WWD. TSEOF.
- Red Door Wealth Management was a net buyer of stock by $28M.
- Red Door Wealth Management has $962M in assets under management (AUM), dropping by 0.06%.
- Central Index Key (CIK): 0001783599
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Portfolio Holdings for Red Door Wealth Management
Red Door Wealth Management holds 306 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 5.2 | $50M | -2% | 1.9M | 25.64 |
|
| NVIDIA Corporation (NVDA) | 4.7 | $46M | 261k | 174.40 |
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| Apple (AAPL) | 4.2 | $41M | 161k | 253.79 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 4.2 | $40M | 84k | 479.20 |
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| 2023 Etf Series Trust Eagle Capital Se (EAGL) | 3.6 | $34M | +6% | 1.1M | 30.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.6 | $34M | 120k | 286.86 |
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| Amazon (AMZN) | 2.9 | $28M | 133k | 208.27 |
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| Microsoft Corporation (MSFT) | 2.7 | $26M | 70k | 370.17 |
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| JPMorgan Chase & Co. (JPM) | 2.5 | $24M | 83k | 294.16 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.2 | $22M | 36k | 597.55 |
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| Wal-Mart Stores (WMT) | 2.0 | $20M | 158k | 124.28 |
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| Dell Technologies CL C (DELL) | 1.8 | $17M | 105k | 164.13 |
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| Costco Wholesale Corporation (COST) | 1.7 | $17M | 17k | 996.43 |
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| Johnson & Johnson (JNJ) | 1.7 | $16M | 66k | 244.44 |
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| Meta Platforms Cl A (META) | 1.5 | $15M | 26k | 572.12 |
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| Chevron Corporation (CVX) | 1.5 | $15M | 71k | 206.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 1.5 | $15M | +2% | 23k | 653.21 |
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| Visa Com Cl A (V) | 1.5 | $15M | 48k | 302.24 |
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| Merck & Co (MRK) | 1.4 | $14M | +2% | 115k | 120.29 |
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| FedEx Corporation (FDX) | 1.3 | $13M | 35k | 356.18 |
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| AutoZone (AZO) | 1.3 | $13M | 3.7k | 3377.89 |
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| Amgen (AMGN) | 1.2 | $12M | 34k | 351.85 |
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| Broadcom (AVGO) | 1.2 | $11M | +3% | 37k | 309.51 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.1 | $11M | 19k | 577.19 |
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| Home Depot (HD) | 1.1 | $11M | 32k | 328.89 |
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| TransDigm Group Incorporated (TDG) | 1.1 | $11M | 9.1k | 1158.96 |
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| Abbvie (ABBV) | 1.1 | $10M | 48k | 217.49 |
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| Waste Management (WM) | 1.0 | $9.9M | 43k | 229.79 |
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| Lockheed Martin Corporation (LMT) | 1.0 | $9.1M | 15k | 604.38 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.9 | $9.1M | 6.9k | 1320.83 |
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| J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) | 0.9 | $8.9M | +1092% | 175k | 50.98 |
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| Blackstone Group Inc Com Cl A (BX) | 0.9 | $8.9M | 78k | 114.99 |
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| Exxon Mobil Corporation (XOM) | 0.9 | $8.3M | 49k | 169.66 |
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| Procter & Gamble Company (PG) | 0.8 | $7.6M | +3% | 52k | 144.44 |
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| Duke Energy Corp Com New (DUK) | 0.8 | $7.6M | 58k | 130.94 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $7.6M | 26k | 287.56 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.8 | $7.4M | +3% | 297k | 25.10 |
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| Darling International (DAR) | 0.8 | $7.4M | 120k | 61.85 |
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| Qualcomm (QCOM) | 0.8 | $7.4M | 57k | 128.78 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.8 | $7.3M | +23% | 17k | 430.29 |
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| Synopsys (SNPS) | 0.7 | $6.8M | 17k | 396.48 |
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| Verizon Communications (VZ) | 0.7 | $6.5M | +6% | 129k | 50.20 |
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| Pepsi (PEP) | 0.7 | $6.4M | -2% | 41k | 155.29 |
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| Prologis (PLD) | 0.6 | $6.2M | 47k | 132.18 |
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| UnitedHealth (UNH) | 0.6 | $6.1M | +5% | 23k | 270.59 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.6 | $5.7M | -5% | 187k | 30.68 |
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| Lennar Corp CL B (LEN.B) | 0.6 | $5.5M | 65k | 84.12 |
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| Ishares Gold Tr Ishares New (IAU) | 0.5 | $5.2M | +6% | 59k | 88.16 |
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| Servicenow (NOW) | 0.5 | $5.2M | -4% | 50k | 104.55 |
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| Barrick Mng Corp Com Shs (B) | 0.5 | $5.0M | 124k | 40.79 |
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| Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) | 0.5 | $5.0M | 96k | 52.76 |
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| salesforce (CRM) | 0.5 | $4.7M | 25k | 186.67 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.5 | $4.6M | 14k | 337.95 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.5 | $4.5M | +6% | 6.9k | 650.32 |
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| Mid-America Apartment (MAA) | 0.5 | $4.4M | 36k | 122.12 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $4.2M | 13k | 320.81 |
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| At&t (T) | 0.4 | $4.1M | +33% | 142k | 28.99 |
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| Sprott Asset Management Physical Gold Tr (PHYS) | 0.4 | $4.1M | 115k | 35.44 |
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| Dimensional Etf Trust Us Equity Market (DFUS) | 0.4 | $3.5M | 49k | 70.91 |
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| Palo Alto Networks (PANW) | 0.3 | $3.3M | +5% | 20k | 160.32 |
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| American Tower Reit (AMT) | 0.3 | $3.2M | 19k | 172.58 |
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| Eli Lilly & Co. (LLY) | 0.3 | $3.1M | 3.3k | 919.76 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.3 | $3.1M | -2% | 80k | 38.42 |
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| Roper Industries (ROP) | 0.3 | $2.9M | 8.3k | 353.86 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 0.3 | $2.8M | 28k | 101.74 |
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| Netflix (NFLX) | 0.3 | $2.8M | +2% | 29k | 96.15 |
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| Philip Morris International (PM) | 0.3 | $2.8M | +4% | 17k | 165.34 |
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| Tesla Motors (TSLA) | 0.3 | $2.8M | 7.5k | 371.76 |
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| Hca Holdings (HCA) | 0.3 | $2.8M | 5.9k | 473.24 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $2.7M | 11k | 243.08 |
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| American Express Company (AXP) | 0.3 | $2.7M | +3% | 9.1k | 302.48 |
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| McDonald's Corporation (MCD) | 0.3 | $2.5M | 8.0k | 310.78 |
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| Corning Incorporated (GLW) | 0.3 | $2.5M | 18k | 135.97 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.5M | +4% | 100k | 24.75 |
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| Southern Company (SO) | 0.3 | $2.5M | 26k | 96.52 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $2.5M | +6% | 13k | 192.90 |
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| Paypal Holdings (PYPL) | 0.2 | $2.4M | +2% | 52k | 45.23 |
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| Schwab Strategic Tr Fundamental Us B (FNDB) | 0.2 | $2.4M | 87k | 27.20 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $2.3M | -6% | 75k | 30.96 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.2 | $2.2M | 3.5k | 616.80 |
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| Ftai Aviation SHS (FTAI) | 0.2 | $2.1M | -4% | 8.4k | 245.00 |
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| Enterprise Products Partners (EPD) | 0.2 | $2.0M | 53k | 37.84 |
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| Oracle Corporation (ORCL) | 0.2 | $2.0M | +8% | 14k | 147.11 |
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| Spdr Series Trust State Street Spd (BIL) | 0.2 | $2.0M | 22k | 91.64 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $1.9M | +12% | 8.9k | 213.67 |
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| Blackrock (BLK) | 0.2 | $1.9M | +6% | 1.9k | 961.53 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.8M | 12k | 148.10 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.8M | +403% | 9.2k | 191.91 |
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| Lowe's Companies (LOW) | 0.2 | $1.7M | 7.4k | 236.27 |
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| Ge Vernova (GEV) | 0.2 | $1.5M | 1.8k | 872.78 |
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| O'reilly Automotive (ORLY) | 0.2 | $1.5M | 16k | 92.31 |
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| Select Sector Spdr Tr State Street Tec (XLK) | 0.2 | $1.5M | -5% | 11k | 132.90 |
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| Altria (MO) | 0.1 | $1.4M | +36% | 21k | 65.99 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.3M | 25k | 54.05 |
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| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 0.1 | $1.3M | +48% | 44k | 29.99 |
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| International Business Machines (IBM) | 0.1 | $1.3M | 5.4k | 242.38 |
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| Abbott Laboratories (ABT) | 0.1 | $1.3M | 13k | 102.67 |
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| Oneok (OKE) | 0.1 | $1.3M | 14k | 90.39 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $1.2M | 16k | 77.11 |
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| Caterpillar (CAT) | 0.1 | $1.2M | 1.7k | 708.66 |
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| Regions Financial Corporation (RF) | 0.1 | $1.2M | +47% | 44k | 26.12 |
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| Goldman Sachs (GS) | 0.1 | $1.1M | 1.3k | 845.75 |
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| Cubesmart (CUBE) | 0.1 | $1.1M | 30k | 36.65 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.1M | 2.2k | 491.48 |
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| Cisco Systems (CSCO) | 0.1 | $1.1M | +19% | 14k | 77.59 |
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| Coca-Cola Company (KO) | 0.1 | $1.0M | 14k | 76.05 |
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| ConocoPhillips (COP) | 0.1 | $980k | 7.4k | 132.00 |
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| Gilead Sciences (GILD) | 0.1 | $979k | 7.0k | 139.37 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $958k | 31k | 30.50 |
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| Servisfirst Bancshares (SFBS) | 0.1 | $922k | 13k | 72.83 |
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| Vanguard World Inf Tech Etf (VGT) | 0.1 | $907k | 1.3k | 697.76 |
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| Bristol Myers Squibb (BMY) | 0.1 | $888k | 15k | 60.65 |
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| Motorola Solutions Com New (MSI) | 0.1 | $881k | 2.0k | 433.97 |
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| General Dynamics Corporation (GD) | 0.1 | $880k | 2.6k | 343.20 |
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| First Horizon National Corporation (FHN) | 0.1 | $870k | 38k | 22.76 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $867k | -5% | 2.9k | 298.89 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $867k | +5% | 2.2k | 390.41 |
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| Littelfuse (LFUS) | 0.1 | $848k | 2.5k | 339.35 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $846k | +26% | 7.1k | 118.63 |
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| Apollo Global Mgmt (APO) | 0.1 | $843k | 7.6k | 111.42 |
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| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $841k | +5% | 11k | 79.56 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $841k | 29k | 29.08 |
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| Ge Aerospace Com New (GE) | 0.1 | $839k | 3.0k | 283.74 |
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| Honeywell International (HON) | 0.1 | $838k | 3.7k | 226.01 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $832k | +5% | 2.9k | 287.23 |
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| Valero Energy Corporation (VLO) | 0.1 | $830k | 3.4k | 247.10 |
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| Eaton Corp SHS (ETN) | 0.1 | $818k | +19% | 2.3k | 357.67 |
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| Progressive Corporation (PGR) | 0.1 | $807k | +37% | 4.1k | 198.24 |
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| BP Sponsored Adr (BP) | 0.1 | $806k | +5% | 17k | 47.00 |
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| Entergy Corporation (ETR) | 0.1 | $788k | +35% | 7.0k | 112.36 |
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| Vanguard Index Fds Value Etf (VTV) | 0.1 | $768k | 3.9k | 196.18 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $741k | 3.8k | 194.14 |
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| MGIC Investment (MTG) | 0.1 | $735k | 28k | 26.25 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $725k | +7% | 1.5k | 499.82 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $718k | 1.00 | 718140.00 |
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| Talen Energy Corp (TLN) | 0.1 | $714k | +2% | 2.2k | 319.23 |
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| Emerson Electric (EMR) | 0.1 | $701k | +22% | 5.4k | 131.02 |
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| Morgan Stanley Com New (MS) | 0.1 | $696k | -3% | 4.2k | 164.57 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.1 | $673k | 9.2k | 73.14 |
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| Tractor Supply Company (TSCO) | 0.1 | $645k | 14k | 45.30 |
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| Targa Res Corp (TRGP) | 0.1 | $645k | +35% | 2.6k | 250.73 |
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| Micron Technology (MU) | 0.1 | $642k | +36% | 1.9k | 337.92 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.1 | $629k | +31% | 11k | 56.68 |
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| Intuit (INTU) | 0.1 | $611k | +32% | 1.4k | 432.33 |
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| Danaher Corporation (DHR) | 0.1 | $604k | +5% | 3.2k | 189.62 |
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| Nucor Corporation (NUE) | 0.1 | $602k | -11% | 3.6k | 169.10 |
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| Kkr & Co (KKR) | 0.1 | $598k | +5% | 6.5k | 92.50 |
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| Bank of America Corporation (BAC) | 0.1 | $597k | +2% | 12k | 48.75 |
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| Amphenol Corp Cl A (APH) | 0.1 | $597k | +5% | 4.7k | 126.35 |
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| Kinder Morgan (KMI) | 0.1 | $596k | 18k | 33.53 |
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| S&p Global (SPGI) | 0.1 | $595k | +23% | 1.4k | 425.34 |
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| The Baldwin Insurance Grp In Com Cl A (BWIN) | 0.1 | $592k | 27k | 21.94 |
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| Quest Diagnostics Incorporated (DGX) | 0.1 | $592k | 3.0k | 195.98 |
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| Celcuity (CELC) | 0.1 | $591k | 5.2k | 114.14 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $589k | 8.7k | 67.53 |
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| Applied Materials (AMAT) | 0.1 | $579k | 1.7k | 341.78 |
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| Capital One Financial (COF) | 0.1 | $566k | +75% | 3.1k | 182.42 |
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| Wells Fargo & Company (WFC) | 0.1 | $565k | +11% | 7.1k | 79.61 |
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| 3M Company (MMM) | 0.1 | $561k | 3.9k | 145.22 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $551k | +2% | 15k | 36.75 |
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| Essential Utils (WTRG) | 0.1 | $545k | 14k | 40.27 |
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| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $527k | 5.2k | 100.57 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $526k | +50% | 5.8k | 90.53 |
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| Pfizer (PFE) | 0.1 | $515k | +107% | 18k | 28.08 |
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| Fidelity Covington Trust Msci Info Tech I (FTEC) | 0.1 | $513k | 2.5k | 208.01 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $506k | 15k | 32.95 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $503k | 1.2k | 436.92 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $500k | +2% | 1.3k | 383.40 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $496k | NEW | 5.2k | 95.43 |
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| Norfolk Southern (NSC) | 0.1 | $485k | 1.7k | 287.00 |
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| Nextera Energy (NEE) | 0.1 | $482k | -2% | 5.2k | 92.88 |
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| Live Nation Entertainment (LYV) | 0.1 | $482k | 3.2k | 152.51 |
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| Martin Marietta Materials (MLM) | 0.1 | $482k | -7% | 818.00 | 588.68 |
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| First Tr Exchange Traded Risng Divd Achiv (RDVY) | 0.1 | $481k | 7.0k | 68.28 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 0.0 | $477k | 1.0k | 463.08 |
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| Marathon Petroleum Corp (MPC) | 0.0 | $476k | 1.9k | 244.16 |
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| Boeing Company (BA) | 0.0 | $474k | +4% | 2.4k | 199.03 |
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| Cummins (CMI) | 0.0 | $472k | 878.00 | 538.02 |
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| Union Pacific Corporation (UNP) | 0.0 | $472k | +25% | 1.9k | 242.62 |
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| Medtronic SHS (MDT) | 0.0 | $468k | +23% | 5.4k | 86.65 |
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| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 0.0 | $468k | 3.2k | 145.78 |
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| Farmland Partners (FPI) | 0.0 | $449k | 40k | 11.23 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.0 | $446k | +5% | 3.6k | 124.32 |
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| Starbucks Corporation (SBUX) | 0.0 | $442k | 4.9k | 89.59 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $439k | 2.1k | 213.67 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $435k | 1.8k | 247.99 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $433k | 22k | 19.30 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.0 | $426k | 15k | 29.13 |
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| Northrop Grumman Corporation (NOC) | 0.0 | $424k | 621.00 | 682.47 |
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| Starwood Property Trust (STWD) | 0.0 | $423k | 25k | 17.22 |
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| Realty Income (O) | 0.0 | $419k | +25% | 6.9k | 61.18 |
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| Schwab Strategic Tr Fundamental Us S (FNDA) | 0.0 | $416k | 13k | 32.43 |
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| British Amern Tob Sponsored Adr (BTI) | 0.0 | $413k | 7.1k | 58.47 |
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| Phillips 66 (PSX) | 0.0 | $412k | +2% | 2.3k | 182.18 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $409k | 1.1k | 356.71 |
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| Palantir Technologies Cl A (PLTR) | 0.0 | $397k | 2.7k | 146.28 |
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| Schwab Strategic Tr Fundamental Us L (FNDX) | 0.0 | $396k | 14k | 27.85 |
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| Comcast Corp Cl A (CMCSA) | 0.0 | $389k | -6% | 14k | 28.71 |
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| Us Bancorp Com New (USB) | 0.0 | $389k | 7.5k | 52.01 |
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| Freeport Mcmoran CL B (FCX) | 0.0 | $383k | 6.5k | 58.78 |
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| Travelers Companies (TRV) | 0.0 | $381k | 1.3k | 291.63 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.0 | $379k | +5% | 5.1k | 75.10 |
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| Prudential Financial (PRU) | 0.0 | $368k | 3.8k | 97.70 |
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| Booking Holdings (BKNG) | 0.0 | $364k | +13% | 86.00 | 4235.66 |
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| PIMCO Corporate Opportunity Fund (PTY) | 0.0 | $363k | 30k | 12.06 |
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| Walt Disney Company (DIS) | 0.0 | $358k | -2% | 3.7k | 96.38 |
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| Agnico (AEM) | 0.0 | $357k | 1.8k | 202.98 |
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| Newmont Mining Corporation (NEM) | 0.0 | $356k | 3.3k | 108.25 |
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| Mondelez Intl Cl A (MDLZ) | 0.0 | $355k | 6.2k | 57.64 |
|
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| Carrier Global Corporation (CARR) | 0.0 | $353k | -5% | 6.3k | 56.31 |
|
| Enbridge (ENB) | 0.0 | $350k | 6.5k | 54.14 |
|
|
| Constellation Energy (CEG) | 0.0 | $340k | +2% | 1.2k | 279.22 |
|
| Shell Spon Ads (SHEL) | 0.0 | $339k | -14% | 3.6k | 93.00 |
|
| Spdr Series Trust State Street Spd (SPSB) | 0.0 | $337k | NEW | 11k | 30.07 |
|
| Sofi Technologies (SOFI) | 0.0 | $334k | NEW | 21k | 15.88 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $331k | -2% | 2.3k | 146.58 |
|
| MercadoLibre (MELI) | 0.0 | $330k | +75% | 191.00 | 1729.02 |
|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 0.0 | $326k | 2.4k | 138.33 |
|
|
| Charles Schwab Corporation (SCHW) | 0.0 | $326k | 3.5k | 93.98 |
|
|
| Fidelis Insurance Holdings L (FIHL) | 0.0 | $325k | 17k | 19.11 |
|
|
| Unilever Spon Adr New (UL) | 0.0 | $319k | 5.6k | 56.97 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $317k | +10% | 3.3k | 96.48 |
|
| Ishares Tr Expnd Tec Sc Etf (IGM) | 0.0 | $317k | 2.7k | 118.53 |
|
|
| Range Resources (RRC) | 0.0 | $316k | 7.0k | 45.18 |
|
|
| Deere & Company (DE) | 0.0 | $316k | 560.00 | 563.52 |
|
|
| Qxo Com New (QXO) | 0.0 | $310k | +3% | 16k | 19.42 |
|
| McKesson Corporation (MCK) | 0.0 | $305k | 353.00 | 864.93 |
|
|
| Advanced Micro Devices (AMD) | 0.0 | $303k | -4% | 1.5k | 203.43 |
|
| Ishares Tr Us Treas Bd Etf (GOVT) | 0.0 | $301k | NEW | 13k | 22.91 |
|
| Toll Brothers (TOL) | 0.0 | $300k | NEW | 2.2k | 136.47 |
|
| Colgate-Palmolive Company (CL) | 0.0 | $299k | 3.5k | 85.23 |
|
|
| Schwab Strategic Tr 1000 Index Etf (SCHK) | 0.0 | $298k | 9.5k | 31.33 |
|
|
| TJX Companies (TJX) | 0.0 | $297k | -3% | 1.9k | 159.72 |
|
| United Rentals (URI) | 0.0 | $292k | +8% | 401.00 | 728.68 |
|
| Sap Se Spon Adr (SAP) | 0.0 | $292k | +77% | 1.7k | 171.21 |
|
| Cigna Corp (CI) | 0.0 | $291k | 1.1k | 266.75 |
|
|
| Williams Companies (WMB) | 0.0 | $291k | NEW | 4.0k | 72.78 |
|
| Stanley Black & Decker (SWK) | 0.0 | $284k | 4.0k | 71.06 |
|
|
| Cardinal Health (CAH) | 0.0 | $281k | 1.3k | 211.30 |
|
|
| Ishares Tr Ishares Biotech (IBB) | 0.0 | $281k | 1.7k | 168.89 |
|
|
| American Electric Power Company (AEP) | 0.0 | $280k | +4% | 2.1k | 131.08 |
|
| U Haul Holding Company Com Ser N (UHAL.B) | 0.0 | $277k | 6.2k | 44.67 |
|
|
| Eversource Energy (ES) | 0.0 | $265k | 3.8k | 69.28 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $263k | -13% | 1.3k | 198.29 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $263k | 3.7k | 71.82 |
|
|
| Fortinet (FTNT) | 0.0 | $261k | 3.2k | 81.72 |
|
|
| Becton, Dickinson and (BDX) | 0.0 | $261k | +56% | 1.7k | 157.23 |
|
| Coinbase Global Com Cl A (COIN) | 0.0 | $260k | 1.5k | 174.61 |
|
|
| Vanguard Intl Equity Index F Ftse Europe Etf (VGK) | 0.0 | $258k | -6% | 3.1k | 82.43 |
|
| UGI Corporation (UGI) | 0.0 | $254k | 7.0k | 36.42 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.0 | $253k | 3.2k | 79.05 |
|
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $252k | NEW | 3.7k | 68.14 |
|
| Etfis Ser Tr I Virtus Infrcap (PFFA) | 0.0 | $252k | +2% | 12k | 20.36 |
|
| Digital World Acquisition Co Class A (DJT) | 0.0 | $251k | 27k | 9.28 |
|
|
| Pulte (PHM) | 0.0 | $251k | 2.1k | 117.61 |
|
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $250k | NEW | 4.1k | 61.26 |
|
| Kla Corp Com New (KLAC) | 0.0 | $249k | NEW | 169.00 | 1472.52 |
|
| Paychex (PAYX) | 0.0 | $248k | +5% | 2.7k | 92.12 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.0 | $245k | 3.8k | 64.08 |
|
|
| Archer Daniels Midland Company (ADM) | 0.0 | $242k | NEW | 3.3k | 72.69 |
|
| Willis Towers Watson SHS (WTW) | 0.0 | $240k | -2% | 824.00 | 290.70 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.0 | $239k | 1.1k | 217.31 |
|
|
| Consolidated Edison (ED) | 0.0 | $238k | NEW | 2.1k | 113.21 |
|
| CSX Corporation (CSX) | 0.0 | $238k | 5.8k | 41.05 |
|
|
| Kura Sushi Usa Cl A Com (KRUS) | 0.0 | $236k | NEW | 3.4k | 69.79 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $234k | +15% | 2.4k | 97.91 |
|
| Workday Cl A (WDAY) | 0.0 | $232k | +10% | 1.8k | 129.92 |
|
| Casey's General Stores (CASY) | 0.0 | $232k | NEW | 319.00 | 727.86 |
|
| Everest Re Group (EG) | 0.0 | $231k | +3% | 707.00 | 326.96 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $230k | -4% | 1.1k | 215.11 |
|
| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.0 | $230k | NEW | 2.1k | 108.99 |
|
| Vanguard World Health Car Etf (VHT) | 0.0 | $230k | 844.00 | 272.33 |
|
|
| Anthem (ELV) | 0.0 | $230k | 785.00 | 292.75 |
|
|
| Target Corporation (TGT) | 0.0 | $228k | NEW | 1.9k | 121.19 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $226k | NEW | 1.5k | 152.75 |
|
| eBay (EBAY) | 0.0 | $225k | NEW | 2.5k | 91.02 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.0 | $224k | 1.1k | 205.81 |
|
|
| Science App Int'l (SAIC) | 0.0 | $224k | NEW | 2.4k | 94.92 |
|
| Cheniere Energy Com New (LNG) | 0.0 | $224k | NEW | 789.00 | 283.75 |
|
| Triumph Ban (TFIN) | 0.0 | $222k | 3.7k | 59.66 |
|
|
| Brown & Brown (BRO) | 0.0 | $221k | +13% | 3.4k | 65.21 |
|
| Citigroup Com New (C) | 0.0 | $219k | -2% | 1.9k | 113.42 |
|
| Stryker Corporation (SYK) | 0.0 | $218k | -9% | 664.00 | 328.59 |
|
| Ralph Lauren Corp Cl A (RL) | 0.0 | $214k | NEW | 621.00 | 343.99 |
|
| Lennar Corp Cl A (LEN) | 0.0 | $214k | 2.5k | 86.85 |
|
|
| Aercap Holdings Nv SHS (AER) | 0.0 | $213k | -24% | 1.6k | 137.18 |
|
| Strategy Cl A New (MSTR) | 0.0 | $213k | 1.7k | 124.80 |
|
|
| EQT Corporation (EQT) | 0.0 | $211k | NEW | 3.3k | 63.65 |
|
| PNC Financial Services (PNC) | 0.0 | $210k | NEW | 1.0k | 208.09 |
|
| Ishares Tr Dow Jones Us Etf (IYY) | 0.0 | $210k | 1.3k | 158.47 |
|
|
| NewMarket Corporation (NEU) | 0.0 | $209k | 326.00 | 640.95 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $208k | 4.0k | 52.56 |
|
|
| Dow (DOW) | 0.0 | $207k | NEW | 5.0k | 41.65 |
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $205k | NEW | 523.00 | 391.76 |
|
| Spdr Index Shs Fds State Street Spd (SPDW) | 0.0 | $204k | NEW | 4.5k | 45.65 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.0 | $204k | 819.00 | 248.97 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.0 | $203k | NEW | 4.1k | 48.93 |
|
| Alcoa (AA) | 0.0 | $203k | NEW | 3.1k | 66.33 |
|
| Kyndryl Hldgs Common Stock (KD) | 0.0 | $188k | +62% | 14k | 13.12 |
|
| Grayscale Ethereum Staking E SHS (ETHE) | 0.0 | $183k | -2% | 11k | 17.07 |
|
| Rocket Cos Com Cl A (RKT) | 0.0 | $159k | +6% | 11k | 14.25 |
|
| Westrock Coffee (WEST) | 0.0 | $119k | +7% | 28k | 4.25 |
|
| Community Health Systems (CYH) | 0.0 | $115k | 39k | 2.94 |
|
|
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $56k | 19k | 2.92 |
|
|
| Amc Entmt Hldgs Cl A New (AMC) | 0.0 | $27k | 27k | 0.98 |
|
|
| Heron Therapeutics (HRTX) | 0.0 | $15k | +81% | 19k | 0.80 |
|
Past Filings by Red Door Wealth Management
SEC 13F filings are viewable for Red Door Wealth Management going back to 2019
- Red Door Wealth Management 2026 Q1 filed April 22, 2026
- Red Door Wealth Management 2025 Q4 filed Jan. 20, 2026
- Red Door Wealth Management 2025 Q3 filed Oct. 10, 2025
- Red Door Wealth Management 2025 Q2 filed July 22, 2025
- Red Door Wealth Management 2025 Q1 filed April 25, 2025
- Red Door Wealth Management 2024 Q4 filed Jan. 17, 2025
- Red Door Wealth Management 2024 Q3 filed Oct. 16, 2024
- Red Door Wealth Management 2024 Q2 filed July 17, 2024
- Red Door Wealth Management 2024 Q1 filed April 17, 2024
- Red Door Wealth Management 2023 Q4 filed Jan. 17, 2024
- Red Door Wealth Management 2023 Q3 filed Oct. 19, 2023
- Red Door Wealth Management 2023 Q2 filed Aug. 7, 2023
- Red Door Wealth Management 2023 Q1 filed May 8, 2023
- Red Door Wealth Management 2022 Q4 filed Jan. 23, 2023
- Red Door Wealth Management 2022 Q3 filed Oct. 13, 2022
- Red Door Wealth Management 2022 Q2 filed July 13, 2022