Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Rede Wealth

Latest statistics and disclosures from Rede Wealth's latest quarterly 13F-HR filing:

Top 5 stock holdings are BRK.A, AAPL, ITOT, JNJ, IVV, and represent 68.22% of Rede Wealth's stock portfolio.
Added to shares of these 10 stocks: BRK.A (+$146M), SCHR, SPHY, FLIN, XLP, Grayscale Ethereum Mini Tr E, AAPL, ICE, IDU, CARR.
Started 8 new stock positions in IDU, XLP, CARR, Grayscale Ethereum Mini Tr E, SCHR, BRK.A, FLIN, ICE.
Reduced shares in these 10 stocks: IDEV, ITOT, VTIP, IMCB, LMBS, SPTI, PZA, DSI, UNH, TSLA.
Rede Wealth was a net buyer of stock by $147M.
Rede Wealth has $262M in assets under management (AUM), dropping by 140.85%.
Central Index Key (CIK): 0001842054

Tip: Access up to 7 years of quarterly data

Positions held by Rede Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Rede Wealth

Rede Wealth holds 104 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Berkshire Hathaway Inc Del Cl A (BRK.A)	55.8	$146M	NEW	211.00	691180.00	View chart
Apple (AAPL)	4.5	$12M		50k	233.00	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	3.3	$8.5M	-7%	68k	125.62	View chart
Johnson & Johnson (JNJ)	2.4	$6.2M		38k	162.06	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.3	$6.1M		11k	576.83	View chart
Amazon (AMZN)	1.8	$4.8M		26k	186.33	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$3.8M		8.4k	460.26	View chart
Microsoft Corporation (MSFT)	1.4	$3.7M		8.6k	430.30	View chart
NVIDIA Corporation (NVDA)	1.4	$3.7M		30k	121.44	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.2	$3.1M		5.3k	573.76	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	1.0	$2.7M	+7%	54k	48.98	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.9	$2.4M	+2%	47k	51.12	View chart
Exxon Mobil Corporation (XOM)	0.9	$2.4M		21k	117.22	View chart
UnitedHealth (UNH)	0.8	$2.1M	-3%	3.6k	584.67	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	0.7	$1.8M	-24%	38k	49.31	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.7	$1.8M		22k	82.94	View chart
Ishares Tr Core Msci Total (IXUS)	0.7	$1.8M		25k	72.63	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.6	$1.5M	+5%	7.4k	200.85	View chart
Applied Materials (AMAT)	0.6	$1.4M		7.2k	202.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.5	$1.4M		14k	101.27	View chart
Coinbase Global Com Cl A (COIN)	0.5	$1.4M		7.8k	178.17	View chart
Ishares Tr Mrgstr Md Cp Etf (IMCB)	0.5	$1.2M	-10%	16k	76.02	View chart
Procter & Gamble Company (PG)	0.4	$1.2M		6.7k	173.20	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.1M	+4%	6.6k	174.57	View chart
Spdr Ser Tr Portfli High Yld (SPHY)	0.4	$1.1M	+190%	47k	24.05	View chart
McDonald's Corporation (MCD)	0.4	$1.1M		3.6k	304.54	View chart
Franklin Templeton Digital H Bitcoin Etf Shs (EZBC)	0.4	$1.1M		30k	36.82	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.4	$1.1M		21k	51.50	View chart
Netflix (NFLX)	0.4	$947k		1.3k	709.27	View chart
Ishares Gold Tr Shares Represent (IAUM)	0.4	$944k	+2%	36k	26.25	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.4	$922k	+15%	11k	83.09	View chart
Enterprise Products Partners (EPD)	0.3	$826k		28k	29.11	View chart
Schwab Strategic Tr Int-trm U.s Tres (SCHR)	0.3	$825k	NEW	16k	50.60	View chart
Verizon Communications (VZ)	0.3	$799k		18k	44.91	View chart
Automatic Data Processing (ADP)	0.3	$798k		2.9k	276.73	View chart
JPMorgan Chase & Co. (JPM)	0.3	$781k		3.7k	210.86	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.3	$766k	-8%	7.0k	108.79	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$747k	+2%	7.0k	106.19	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.3	$738k		4.9k	151.62	View chart
Ishares Tr Core Msci Intl (IDEV)	0.3	$728k	-53%	10k	70.83	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$719k		11k	67.85	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.3	$670k		5.6k	119.60	View chart
Visa Com Cl A (V)	0.3	$659k		2.4k	275.00	View chart
Aon Shs Cl A (AON)	0.3	$657k		1.9k	345.99	View chart
BlackRock (BLK)	0.3	$656k		691.00	949.89	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.2	$649k		9.0k	71.73	View chart
Norfolk Southern (NSC)	0.2	$634k		2.6k	248.54	View chart
Mastercard Incorporated Cl A (MA)	0.2	$595k		1.2k	493.80	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$585k		6.1k	95.81	View chart
Spdr Ser Tr Portfli Intrmdit (SPTI)	0.2	$574k	-12%	20k	29.06	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.2	$570k		6.2k	91.81	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.2	$567k		14k	41.28	View chart
CSX Corporation (CSX)	0.2	$561k		16k	34.53	View chart
Chubb (CB)	0.2	$537k		1.9k	288.39	View chart
Starbucks Corporation (SBUX)	0.2	$522k	+7%	5.3k	97.49	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.2	$513k	+24%	20k	26.27	View chart
Tesla Motors (TSLA)	0.2	$509k	-10%	1.9k	261.63	View chart
At&t (T)	0.2	$506k		23k	22.00	View chart
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)	0.2	$497k	-3%	6.0k	82.63	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$489k	+7%	9.3k	52.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$472k		2.0k	237.21	View chart
Raytheon Technologies Corp (RTX)	0.2	$455k		3.8k	121.16	View chart
Shopify Cl A (SHOP)	0.2	$430k	-7%	5.4k	80.14	View chart
Franklin Templeton Etf Tr Franklin India (FLIN)	0.2	$426k	NEW	10k	41.90	View chart
Union Pacific Corporation (UNP)	0.2	$416k		1.7k	246.48	View chart
Mondelez Intl Cl A (MDLZ)	0.2	$411k	+12%	5.6k	73.67	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.2	$404k		23k	17.37	View chart
Truist Financial Corp equities (TFC)	0.2	$398k		9.3k	42.77	View chart
Coca-Cola Company (KO)	0.1	$389k	-6%	5.4k	71.86	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.1	$377k		9.2k	41.12	View chart
Abbvie (ABBV)	0.1	$367k		1.9k	197.48	View chart
Oneok (OKE)	0.1	$365k		4.0k	91.13	View chart
Caterpillar (CAT)	0.1	$340k	-6%	868.00	391.12	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.1	$339k	-18%	14k	24.15	View chart
Eaton Corp SHS (ETN)	0.1	$332k		1.0k	331.44	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.1	$329k		6.8k	48.65	View chart
Cisco Systems (CSCO)	0.1	$321k		6.0k	53.22	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$316k		1.9k	165.85	View chart
3M Company (MMM)	0.1	$314k		2.3k	136.71	View chart
Chevron Corporation (CVX)	0.1	$312k		2.1k	147.29	View chart
Nushares Etf Tr Nuveen Esg Lrgvl (NULV)	0.1	$310k	-3%	7.4k	41.72	View chart
Walt Disney Company (DIS)	0.1	$301k		3.1k	96.19	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.1	$295k		2.3k	126.18	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$292k		3.0k	98.12	View chart
Select Sector Spdr Tr Sbi Cons Stpls (XLP)	0.1	$286k	NEW	3.4k	83.00	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.1	$285k		1.4k	202.76	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.1	$276k		3.8k	72.97	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$275k		3.3k	83.63	View chart
FedEx Corporation (FDX)	0.1	$274k		1.0k	273.71	View chart
Grayscale Ethereum Mini Tr E Com Unit	0.1	$274k	NEW	112k	2.44	View chart
First Tr Nas100 Eq Weighted SHS (QQEW)	0.1	$272k		2.2k	125.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$271k	-6%	555.00	488.07	View chart
Corning Incorporated (GLW)	0.1	$270k		6.0k	45.15	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$266k	+3%	5.5k	48.68	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.1	$263k	-2%	4.9k	53.72	View chart
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)	0.1	$262k	-23%	5.3k	49.41	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$240k		2.4k	98.10	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$239k	-17%	2.8k	84.17	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$237k	+2%	284.00	833.25	View chart
Intercontinental Exchange (ICE)	0.1	$219k	NEW	1.4k	160.64	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.1	$212k	NEW	2.1k	102.02	View chart
Hexcel Corporation (HXL)	0.1	$210k		3.4k	61.83	View chart
Carrier Global Corporation (CARR)	0.1	$209k	NEW	2.6k	80.49	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$204k	-3%	2.5k	83.15	View chart

Past Filings by Rede Wealth

SEC 13F filings are viewable for Rede Wealth going back to 2020

Rede Wealth 2024 Q3 filed Oct. 18, 2024
Rede Wealth 2024 Q2 filed Aug. 5, 2024
Rede Wealth 2024 Q1 filed May 3, 2024
Rede Wealth 2023 Q4 filed Jan. 17, 2024
Rede Wealth 2023 Q3 filed Nov. 8, 2023
Rede Wealth 2023 Q2 filed Aug. 7, 2023
Rede Wealth 2023 Q1 filed April 26, 2023
Rede Wealth 2022 Q4 filed Jan. 17, 2023
Rede Wealth 2022 Q3 filed Oct. 17, 2022
Rede Wealth 2022 Q2 filed July 21, 2022
Rede Wealth 2022 Q1 filed April 18, 2022
Rede Wealth 2021 Q4 filed Feb. 7, 2022
Rede Wealth 2021 Q3 filed Oct. 8, 2021
Rede Wealth 2021 Q2 filed July 22, 2021
Rede Wealth 2021 Q1 filed May 12, 2021
Rede Wealth 2020 Q4 filed Feb. 16, 2021

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z