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CIK: 0001783599
Total reported value
$1.1B
$1.1B
237 檔
13.8%
During the Q1 2025 filing period, Red Door Wealth Management, LLC (CIK: 0001783599) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.1B across 237 reported positions.
In Q1 2025, Red Door Wealth Management, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 237 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 6.37% | -0.32% | +1.72% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.68% | -0.14% | +4.10% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 4.18% | +0.01% | +1.37% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 3.75% | +0.10% | +1.95% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.37% | -0.24% | +2.32% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.16% | +0.05% | +5.65% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.62% | -0.03% | +3.67% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.49% | +0.15% | +11.91% | |
| 9 | AZO | Autozone Inc | Stock-Consumer Disc | 2.04% | -0.26% | +1.12% | |
| 10 | V | Visa Inc-class A Shares | Stock-Financials | 2.00% | -0.01% | +8.22% | |
| 11 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.90% | -0.31% | -1.86% | |
| 12 | EAGL | Eagle Capital Select Eqty | ETF-Other | 1.89% | -0.05% | +5.42% | |
| 13 | WMT | Walmart Inc | Stock-Consumer Staples | 1.82% | -0.37% | +2.34% | |
| 14 | TDG | Transdigm Group Inc | Stock-Industrials | 1.68% | +0.04% | +6.47% | |
| 15 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.62% | -0.99% | +1.55% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | +0.03% | +0.07% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.51% | +0.24% | +8.32% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 1.46% | -0.41% | +8.89% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.46% | -0.05% | +7.10% | |
| 20 | AMGN | Amgen Inc | Stock-Healthcare | 1.43% | -0.10% | +6.55% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | -0.10% | +2.86% | |
| 22 | FDX | Fedex CORP | Stock-Industrials | 1.25% | -1.23% | +5.72% | |
| 23 | WM | Waste Management Inc | Stock-Industrials | 1.24% | -0.14% | +7.72% | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.22% | +0.03% | +10.70% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.17% | +129.94% | |
| 26 | DELL | Dell Technologies -c | Stock-Tech | 1.15% | +2.31% | — | |
| 27 | HCA | Hca Healthcare Inc | Stock-Healthcare | 1.14% | -0.08% | +3.01% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 1.12% | — | +1.73% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.11% | -0.06% | +11.61% | |
| 30 | QCOM | Qualcomm Inc | Stock-Tech | 1.11% | +0.21% | +7.68% | |
| 31 | NOW | Servicenow Inc | Stock-Tech | 1.02% | -0.51% | +9.87% | |
| 32 | LEN-B | Lennar CORP - B Shs | Stock-Other | 1.01% | -0.03% | +8.18% | |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | ETF-Crypto | 0.94% | -0.13% | — | |
| 34 | HON | Honeywell International Inc | Stock-Industrials | 0.91% | -0.09% | EXIT | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.91% | -0.11% | +7.41% | |
| 36 | ROP | Roper Technologies Inc | Stock-Tech | 0.91% | -0.31% | EXIT | |
| 37 | MAA | Mid-america Apartment Comm | Stock-Real Estate | 0.90% | — | +0.11% | |
| 38 | CRM | Salesforce Inc | Stock-Tech | 0.88% | -0.12% | +7.86% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.88% | -0.03% | -1.72% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.86% | -0.12% | +10.06% | |
| 41 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.86% | -0.17% | +14.78% | |
| 42 | DUK | Duke Energy CORP | Stock-Utilities | 0.86% | -0.08% | +9.84% | |
| 43 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.79% | +0.02% | +1.45% | |
| 44 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.77% | -0.23% | +11.87% | |
| 45 | PLD | Prologis Inc | Stock-Real Estate | 0.71% | -0.64% | EXIT | |
| 46 | ADBE | Adobe Inc | Stock-Tech | 0.71% | -0.07% | +9.66% | |
| 47 | AMT | American Tower CORP | Stock-Real Estate | 0.70% | -0.04% | +16.04% | |
| 48 | DAR | Darling Ingredients Inc | Stock-Consumer Staples | 0.64% | -0.71% | +17.94% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.86% | EXIT | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.15% | +251.48% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | SCHX | Schwab US Large-cap ETF | — | NEW | New buy |
| 4 | NVDA | Nvidia CORP | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 7 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | AZO | Autozone Inc | — | NEW | New buy |
| 10 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 11 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 12 | EAGL | Eagle Capital Select Eqty | — | NEW | New buy |
| 13 | WMT | Walmart Inc | — | NEW | New buy |
| 14 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 15 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 16 | IVV | Ishares Core S&p 500 ETF | — | NEW | New buy |
| 17 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 18 | CVX | Chevron CORP | — | NEW | New buy |
| 19 | HD | Home Depot Inc | — | NEW | New buy |
| 20 | AMGN | Amgen Inc | — | NEW | New buy |
| 21 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 22 | FDX | Fedex CORP | — | NEW | New buy |
| 23 | WM | Waste Management Inc | — | NEW | New buy |
| 24 | ABBV | Abbvie Inc | — | NEW | New buy |
| 25 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 26 | DELL | Dell Technologies -c | — | NEW | New buy |
| 27 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 28 | BAC | Bank Of America CORP | — | NEW | New buy |
| 29 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 30 | QCOM | Qualcomm Inc | — | NEW | New buy |
| 31 | NOW | Servicenow Inc | — | NEW | New buy |
| 32 | LEN-B | Lennar CORP - B Shs | — | NEW | New buy |
| 33 | GBTC | Grayscale Bitcoin Trust ETF | — | NEW | New buy |
| 34 | HON | Honeywell International Inc | — | NEW | New buy |
| 35 | IBIT | Ishares Bitcoin Trust ETF | — | NEW | New buy |
| 36 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 37 | MAA | Mid-america Apartment Comm | — | NEW | New buy |
| 38 | CRM | Salesforce Inc | — | NEW | New buy |
| 39 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 40 | PEP | Pepsico Inc | — | NEW | New buy |
| 41 | VZ | Verizon Communications Inc | — | NEW | New buy |
| 42 | DUK | Duke Energy CORP | — | NEW | New buy |
| 43 | SCHB | Schwab US Broad Market ETF | — | NEW | New buy |
| 44 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 45 | PLD | Prologis Inc | — | NEW | New buy |
| 46 | ADBE | Adobe Inc | — | NEW | New buy |
| 47 | AMT | American Tower CORP | — | NEW | New buy |
| 48 | DAR | Darling Ingredients Inc | — | NEW | New buy |
| 49 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 50 | AVGO | Broadcom Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Red Door Wealth Management, LLC reported a total U.S. public equity portfolio value of $1.1B across 237 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including BRK-B, AAPL, SCHX) accounted for 13.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-B
市值: $43.1M
During Q1 2025, Red Door Wealth Management, LLC's top holdings by market value included BRK-B (6.4%)、AAPL (4.7%)、SCHX (4.2%). The largest single position, BRK-B, represented 6.4% of total portfolio value.
In Q1 2025, Red Door Wealth Management, LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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