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 68.49% of Rede Wealth's stock portfolio.
- Added to shares of these 10 stocks: ITOT, VTIP, GOVT, SCHO, IDEV, EQAL, SPHY, IEI, MBB, IMCB.
- Started 6 new stock positions in IEF, TLT, SPHY, EQAL, ELV, SHY.
- Reduced shares in these 10 stocks: SPTI, VTEB, VTV, SUB, IXUS, EAGG, VB, ISTB, TFC, SCHM.
- Sold out of its position in EAGG.
- Rede Wealth was a net buyer of stock by $1.4M.
- Rede Wealth has $239M in assets under management (AUM), dropping by 13.15%.
- Central Index Key (CIK): 0001842054
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Portfolio Holdings for Rede Wealth
Rede Wealth holds 95 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway Inc Del Cl A New (BRK.A) | 56.9 | $136M | 214.00 | 634440.00 |
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| Apple (AAPL) | 3.6 | $8.7M | 51k | 171.50 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 3.4 | $8.0M | +24% | 70k | 115.30 |
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| Johnson & Johnson (JNJ) | 2.5 | $6.0M | 38k | 158.20 |
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| Ishares Tr Core S&p500 Etf (IVV) | 2.1 | $4.9M | 9.3k | 525.74 |
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| Amazon (AMZN) | 2.0 | $4.9M | 27k | 180.38 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.5 | $3.6M | -2% | 8.6k | 420.52 |
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| Microsoft Corporation (MSFT) | 1.5 | $3.5M | 8.3k | 420.72 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.2 | $2.9M | +9% | 5.5k | 523.07 |
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| NVIDIA Corporation (NVDA) | 1.1 | $2.7M | 3.0k | 903.57 |
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| Exxon Mobil Corporation (XOM) | 1.0 | $2.4M | +2% | 21k | 116.24 |
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| Coinbase Global Com Cl A (COIN) | 0.9 | $2.1M | 7.9k | 265.12 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.8 | $1.9M | -35% | 38k | 50.60 |
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| UnitedHealth (UNH) | 0.8 | $1.8M | 3.6k | 494.67 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 0.7 | $1.7M | 23k | 73.15 |
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| Vanguard Malvern Fds Strm Infproidx (VTIP) | 0.7 | $1.7M | +34% | 35k | 47.89 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.7 | $1.6M | +29% | 71k | 22.77 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.7 | $1.6M | +26% | 33k | 48.21 |
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| Applied Materials (AMAT) | 0.6 | $1.5M | -11% | 7.3k | 206.23 |
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| Ishares Tr Core Msci Intl (IDEV) | 0.6 | $1.5M | +29% | 22k | 67.13 |
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| Ishares Tr Core Msci Total (IXUS) | 0.6 | $1.4M | -24% | 21k | 67.86 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.6 | $1.3M | +5% | 14k | 97.94 |
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| Ishares Tr Mrgstr Md Cp Etf (IMCB) | 0.5 | $1.3M | +26% | 17k | 72.83 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $1.2M | +25% | 6.8k | 182.69 |
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| Procter & Gamble Company (PG) | 0.5 | $1.1M | +2% | 6.7k | 162.24 |
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| Spdr Ser Tr Portfolio Ln Tsr (SPTL) | 0.5 | $1.1M | +8% | 39k | 27.94 |
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| McDonald's Corporation (MCD) | 0.4 | $1.0M | 3.6k | 281.91 |
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| Vanguard Index Fds Value Etf (VTV) | 0.4 | $1000k | -41% | 6.1k | 162.86 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.4 | $996k | +25% | 20k | 49.24 |
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| Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) | 0.4 | $914k | 14k | 65.87 |
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| Netflix (NFLX) | 0.4 | $890k | 1.5k | 607.33 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.4 | $848k | -19% | 10k | 81.43 |
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| Enterprise Products Partners (EPD) | 0.3 | $823k | 28k | 29.18 |
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| Ishares Tr Msci Kld400 Soc (DSI) | 0.3 | $775k | 7.7k | 100.81 |
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| Verizon Communications (VZ) | 0.3 | $751k | +2% | 18k | 41.96 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $740k | +3% | 3.7k | 200.29 |
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| Spdr Ser Tr Portfli Intrmdit (SPTI) | 0.3 | $729k | -63% | 26k | 28.18 |
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| Automatic Data Processing (ADP) | 0.3 | $724k | +4% | 2.9k | 249.73 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.3 | $716k | -45% | 6.8k | 104.73 |
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| Visa Com Cl A (V) | 0.3 | $659k | 2.4k | 279.04 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $658k | 4.9k | 135.06 |
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| Ishares Tr 3 7 Yr Treas Bd (IEI) | 0.3 | $656k | +81% | 5.7k | 115.81 |
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| Norfolk Southern (NSC) | 0.3 | $650k | 2.6k | 254.91 |
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| Aon Shs Cl A (AON) | 0.3 | $633k | 1.9k | 333.72 |
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| CSX Corporation (CSX) | 0.3 | $601k | -5% | 16k | 37.07 |
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| Ishares Tr Mbs Etf (MBB) | 0.2 | $593k | +97% | 6.4k | 92.42 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $579k | +4% | 1.2k | 481.57 |
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| BlackRock (BLK) | 0.2 | $575k | 689.00 | 833.85 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $573k | +64% | 6.2k | 91.80 |
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| Starbucks Corporation (SBUX) | 0.2 | $536k | 5.9k | 91.39 |
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| Nushares Etf Tr Nuveen Esg Lrgcp (NULG) | 0.2 | $534k | -4% | 7.0k | 76.28 |
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| Chubb (CB) | 0.2 | $481k | +9% | 1.9k | 259.14 |
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| Shopify Cl A (SHOP) | 0.2 | $458k | 5.9k | 77.17 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $455k | +82% | 8.9k | 51.28 |
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| Vanguard Index Fds Small Cp Etf (VB) | 0.2 | $442k | -36% | 1.9k | 228.59 |
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| Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) | 0.2 | $423k | -5% | 18k | 23.83 |
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| Union Pacific Corporation (UNP) | 0.2 | $415k | 1.7k | 245.93 |
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| Plains All Amern Pipeline L Unit Ltd Partn (PAA) | 0.2 | $407k | 23k | 17.56 |
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| At&t (T) | 0.2 | $405k | 23k | 17.60 |
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| First Tr Exchange-traded Fst Low Oppt Eft (LMBS) | 0.2 | $391k | -8% | 8.1k | 48.25 |
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| Walt Disney Company (DIS) | 0.2 | $384k | +10% | 3.1k | 122.36 |
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| Tesla Motors (TSLA) | 0.2 | $380k | -7% | 2.2k | 175.79 |
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| Truist Financial Corp equities (TFC) | 0.2 | $373k | -36% | 9.6k | 38.98 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $358k | 806.00 | 444.01 |
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| Coca-Cola Company (KO) | 0.1 | $355k | +7% | 5.8k | 61.18 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $347k | +10% | 3.6k | 97.53 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $347k | +6% | 5.0k | 70.00 |
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| Abbvie (ABBV) | 0.1 | $341k | +13% | 1.9k | 182.11 |
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| Caterpillar (CAT) | 0.1 | $336k | +15% | 918.00 | 366.43 |
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| Chevron Corporation (CVX) | 0.1 | $334k | 2.1k | 157.71 |
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| Oneok (OKE) | 0.1 | $324k | -3% | 4.0k | 80.17 |
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| Cisco Systems (CSCO) | 0.1 | $321k | +22% | 6.4k | 49.91 |
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| Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) | 0.1 | $320k | NEW | 6.9k | 46.19 |
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| Spdr Ser Tr Portfli High Yld (SPHY) | 0.1 | $319k | NEW | 14k | 23.46 |
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| Eaton Corp SHS (ETN) | 0.1 | $314k | 1.0k | 312.68 |
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| Nushares Etf Tr Nuveen Esg Lrgvl (NULV) | 0.1 | $300k | -29% | 7.7k | 38.86 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $295k | +15% | 2.0k | 150.92 |
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| FedEx Corporation (FDX) | 0.1 | $293k | 1.0k | 289.72 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $293k | -3% | 3.7k | 79.86 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.1 | $280k | +8% | 11k | 25.69 |
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| Ishares Tr Msci Usa Mmentm (MTUM) | 0.1 | $280k | -3% | 1.5k | 187.35 |
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| Ishares Tr Esg Aw Msci Eafe (ESGD) | 0.1 | $274k | -22% | 3.4k | 79.91 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.1 | $274k | +23% | 5.3k | 51.60 |
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| First Tr Nas100 Eq Weighted SHS (QQEW) | 0.1 | $269k | 2.2k | 123.90 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $269k | 2.3k | 114.96 |
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| Ishares Tr MRGSTR MD CP GRW (IMCG) | 0.1 | $268k | 3.8k | 70.68 |
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| Ishares Tr Core 1 5 Yr Usd (ISTB) | 0.1 | $251k | -47% | 5.3k | 47.44 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.1 | $249k | NEW | 2.6k | 94.62 |
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| Hexcel Corporation (HXL) | 0.1 | $247k | 3.4k | 72.84 |
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| 3M Company (MMM) | 0.1 | $247k | -5% | 2.3k | 106.08 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.1 | $244k | -28% | 6.7k | 36.19 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $233k | NEW | 2.5k | 94.66 |
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| Anthem (ELV) | 0.1 | $221k | NEW | 426.00 | 518.55 |
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| Intel Corporation (INTC) | 0.1 | $220k | 5.0k | 44.17 |
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| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $218k | NEW | 2.7k | 81.78 |
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Past Filings by Rede Wealth
SEC 13F filings are viewable for Rede Wealth going back to 2020
- 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