Rede Wealth

Rede Wealth as of Sept. 30, 2025

Portfolio Holdings for Rede Wealth

Rede Wealth holds 109 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard FTSE Developed Markets ETF Etf (VEA) 9.9 $13M 211k 59.92
Tesla Stock (TSLA) 8.4 $11M 24k 444.72
Apple Stock (AAPL) 8.4 $11M 42k 254.63
Vanguard FTSE Emerging Markets ETF Etf (VWO) 5.3 $6.7M 124k 54.18
iShares Select Dividend ETF Etf (DVY) 4.3 $5.5M 39k 142.10
Microsoft Corp Stock (MSFT) 4.3 $5.4M 11k 517.94
iShares Core S&P 500 ETF Etf (IVV) 3.5 $4.5M 6.8k 669.28
Uber Technologies Stock (UBER) 3.2 $4.0M 41k 97.97
Eaton Vance Mortgage Opportunities ETF Etf 2.5 $3.2M 64k 50.73
Schwab US TIPS ETF Etf (SCHP) 2.0 $2.5M 93k 26.95
iShares Russell 1000 ETF Etf (IWB) 1.9 $2.5M 6.8k 365.48
Exxon Mobil Corp Stock (XOM) 1.8 $2.2M 20k 112.75
Alphabet Stock (GOOG) 1.7 $2.2M 8.9k 243.56
AbbVie Stock (ABBV) 1.6 $2.0M 8.5k 231.53
Amazon.Com Stock (AMZN) 1.5 $1.9M 8.9k 219.57
Nvidia Corporation Stock (NVDA) 1.4 $1.8M 9.7k 186.59
Berkshire Hathaway Stock (BRK.B) 1.2 $1.6M 3.1k 502.78
Vanguard Short-Term Corporate Bond Index Fund Stock (VCSH) 1.2 $1.5M 19k 79.93
Fidelity MSCI Real Estate ETF Etf (FREL) 1.1 $1.4M 52k 27.81
Alphabet Stock (GOOGL) 1.1 $1.4M 5.7k 243.08
Vanguard S&P 500 ETF Etf (VOO) 1.1 $1.4M 2.3k 614.23
Amphenol Corp Stock (APH) 0.9 $1.2M 9.5k 123.92
JPMorgan Chase & Co Stock (JPM) 0.9 $1.1M 3.6k 315.39
SPDR S&P 500 ETF Trust Etf (SPY) 0.9 $1.1M 1.7k 667.06
Coca-Cola Company Stock (KO) 0.9 $1.1M 17k 66.84
Axcelis Technologies Stock (ACLS) 0.9 $1.1M 12k 97.64
Automatic Data Processing Stock (ADP) 0.9 $1.1M 3.8k 295.04
Abbott Laboratories Stock (ABT) 0.9 $1.1M 8.2k 133.94
PNC Financial Services Group Stock (PNC) 0.8 $1.1M 5.3k 200.93
International Business Machines Corporation Stock (IBM) 0.7 $896k 3.2k 282.14
Braze Stock (BRZE) 0.7 $865k 30k 28.44
Vanguard Global ex-US Real Estate ETF Etf (VNQI) 0.6 $828k 17k 47.74
Walmart Stock (WMT) 0.6 $822k 8.0k 103.06
Johnson & Johnson Stock (JNJ) 0.6 $805k 4.3k 185.42
Vanguard Growth ETF Etf (VUG) 0.6 $773k 1.6k 480.19
Berkshire Hathaway Stock (BRK.A) 0.6 $754k 1.00 754200.00
Vanguard Mid-Cap Index Fund ETF Shares Stock (VO) 0.6 $748k 2.5k 294.77
Oracle Corp Stock (ORCL) 0.6 $736k 2.6k 281.19
Home Depot Stock (HD) 0.6 $708k 1.7k 405.19
Adobe Stock (ADBE) 0.5 $671k 1.9k 352.81
M & T Bank Corp Stock (MTB) 0.5 $665k 3.4k 197.62
Broadcom Stock (AVGO) 0.5 $619k 1.9k 329.95
iShares TR Russell 1000 Etf (IWF) 0.5 $595k 1.3k 468.41
Meta Platforms Stock (META) 0.4 $566k 770.00 734.71
Comcast Corp Stock (CMCSA) 0.4 $560k 18k 31.42
Vanguard FTSE All-World ex-US Small Capital Index ETF Etf (VSS) 0.4 $559k 3.9k 142.55
Visa Stock (V) 0.4 $557k 1.6k 341.38
Sonoco Products Stock (SON) 0.4 $540k 13k 43.09
Air Products & Chemicals Stock (APD) 0.4 $537k 2.0k 272.72
Eli Lilly And Stock (LLY) 0.4 $487k 639.00 762.76
Canadian National Railway Stock (CNI) 0.4 $483k 5.1k 94.30
Invesco QQQ Trust Etf (QQQ) 0.4 $481k 800.00 601.06
Vanguard High Dividend Yield ETF Etf (VYM) 0.4 $480k 3.4k 140.95
ProShares S&P 500 Dividend Aristocrats ETF Etf (NOBL) 0.4 $474k 4.6k 103.07
Parker-Hannifin Corp Stock (PH) 0.4 $448k 591.00 757.48
Merck & Co Stock (MRK) 0.4 $447k 5.3k 84.82
iShares Russell 2000 Growth ETF Etf (IWO) 0.3 $444k 1.4k 320.04
Vanguard Mid-Cap Value ETF Etf (VOE) 0.3 $439k 2.5k 175.45
General Electric Stock (GE) 0.3 $416k 1.4k 301.19
Invesco DWA Momentum ETF Etf (PDP) 0.3 $415k 3.5k 118.05
Invesco Dynamic Large Cap Growth ETF Etf (PWB) 0.3 $414k 3.3k 125.42
Invesco Senior Loan ETF Etf (BKLN) 0.3 $408k 20k 20.93
iShares Core S&P Mid-Cap ETF Etf (IJH) 0.3 $404k 6.2k 65.26
Vanguard Small-Cap ETF Etf (VB) 0.3 $388k 1.5k 255.09
McDonald's Corporation Stock (MCD) 0.3 $385k 1.3k 303.79
Netflix Stock (NFLX) 0.3 $382k 319.00 1197.38
Philip Morris Stock (PM) 0.3 $362k 2.2k 162.23
Vanguard Short Term Inflation Protected Securities ETF Etf (VTIP) 0.3 $351k 6.9k 50.63
Costco Wholesale Stock (COST) 0.3 $346k 374.00 925.29
Palantir Stock (PLTR) 0.3 $342k 1.9k 182.42
iShares Floating Rate Bond ETF Etf (FLOT) 0.3 $329k 6.4k 51.08
Goldman Sachs Group Stock (GS) 0.3 $323k 406.00 796.10
Unilever Stock (UL) 0.2 $314k 5.3k 59.28
Teledyne Stock (TDY) 0.2 $313k 534.00 586.29
Verizon Communications Stock (VZ) 0.2 $306k 7.0k 43.95
Amgen Stock (AMGN) 0.2 $303k 1.1k 282.29
Williams Companies Stock (WMB) 0.2 $295k 4.7k 63.35
3M Stock (MMM) 0.2 $294k 1.9k 155.17
UnitedHealth Group Stock (UNH) 0.2 $293k 849.00 345.09
General Dynamics Stock (GD) 0.2 $291k 854.00 341.11
American Express Stock (AXP) 0.2 $289k 869.00 331.99
Stryker Corporation Stock (SYK) 0.2 $287k 775.00 370.65
Bristol-Myers Squibb Stock (BMY) 0.2 $279k 6.2k 45.10
Nextera Energy Stock (NEE) 0.2 $273k 3.6k 75.48
QUALCOMM Incorporated Stock (QCOM) 0.2 $271k 1.6k 166.35
Capital One Stock (COF) 0.2 $261k 1.2k 212.53
Accenture Stock (ACN) 0.2 $255k 1.0k 246.60
Broadridge Financial Solutions Stock (BR) 0.2 $254k 1.1k 239.06
iShares S&P Small-Cap 600 Growth ETF Etf (IJT) 0.2 $253k 1.8k 141.50
iShares S&P Mid-Cap 400 Growth ETF Etf (IJK) 0.2 $253k 2.6k 95.89
Interactive Brokers Stock (IBKR) 0.2 $239k 3.5k 68.82
iShares Bitcoin Trust Etf (IBIT) 0.2 $236k 3.6k 65.00
SPDR Gold Shares Etf (GLD) 0.2 $235k 660.00 355.47
VictoryShares US Large Cap High Div Volatility Wtd ETF Etf (CDL) 0.2 $235k 3.4k 69.59
Blackstone Group Stock (BX) 0.2 $229k 1.3k 170.79
Sony Group Stock (SONY) 0.2 $222k 7.7k 28.79
Procter & Gamble Company Stock (PG) 0.2 $221k 1.4k 153.65
Zebra Technologies Corp Stock (ZBRA) 0.2 $215k 722.00 297.16
Seagate Technology Stock (STX) 0.2 $213k 900.00 236.78
iShares Ultra Short-Term Bond ETF Etf (ICSH) 0.2 $212k 4.2k 50.75
Berkley W R Corp Stock (WRB) 0.2 $210k 2.7k 76.62
Altria Group Stock (MO) 0.2 $209k 3.1k 67.12
GE Vernova Stock (GEV) 0.2 $206k 335.00 614.01
Edwards Lifesciences Corp Stock (EW) 0.2 $205k 2.6k 77.77
Advanced Micro Devices Stock (AMD) 0.2 $204k 1.3k 161.85
BlackRock FNDG Stock (BLK) 0.2 $203k 174.00 1165.87
Atmos Energy Corporation Stock (ATO) 0.2 $202k 1.2k 170.81
JPMorgan Equity Premium Income ETF Etf (JEPI) 0.2 $200k 3.5k 57.10
Wells Fargo & Co Stock (WFC) 0.2 $200k 2.4k 83.83