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CIK: 0001842054
Total reported value
$302.0M
$302.0M
102 檔
58.2%
At the close of Q4 2024, Rede Wealth, LLC disclosed equity holdings valued at approximately $302.0M, spread across 102 reported holdings.
During Q4 2024, Rede Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including BRK-A, AAPL, ITOT) accounted for 58.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 54.79% | -2.16% | -0.47% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.77% | +0.20% | -1.46% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.31% | +0.45% | -0.98% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.35% | +0.12% | -1.65% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.10% | -0.31% | |
| 6 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | -0.14% | +0.45% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.67% | -0.09% | +15.18% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.60% | +0.04% | +2.48% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.39% | -0.07% | -0.15% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.07% | -1.56% | |
| 11 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.96% | -0.42% | EXIT | |
| 12 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.94% | -0.14% | +3.05% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 0.86% | -0.28% | +0.81% | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.81% | +0.08% | +8.57% | |
| 15 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.76% | -0.12% | +2.02% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.69% | -0.23% | -0.29% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.67% | +0.05% | +7.41% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.65% | +0.10% | -6.99% | |
| 19 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.61% | -0.12% | -0.72% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.61% | +0.25% | +2.93% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.51% | +0.14% | +21.23% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.49% | -0.02% | -4.67% | |
| 23 | AMAT | Applied Materials Inc | Stock-Tech | 0.45% | +0.84% | +1.40% | |
| 24 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.14% | -1.27% | |
| 25 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.44% | -0.02% | +1.36% | |
| 26 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.41% | -0.18% | +102.54% | |
| 27 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.08% | -0.11% | |
| 28 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.38% | -0.08% | -18.64% | |
| 29 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.37% | -0.07% | +1.78% | |
| 30 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.34% | +0.06% | +191.51% | |
| 31 | SUB | Ishares Short-term National | ETF-Other | 0.34% | -0.03% | +19.19% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.33% | -0.63% | EXIT | |
| 33 | EPD | Enterprise Products Partners | Stock-Energy | 0.33% | -0.04% | -3.90% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.01% | -3.89% | |
| 35 | ADP | Automatic Data Processing | Stock-Tech | 0.32% | +0.01% | -0.83% | |
| 36 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 0.31% | — | — | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.30% | — | +0.41% | |
| 38 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.30% | +0.09% | — | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.29% | +0.01% | -1.63% | |
| 40 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.28% | — | -4.41% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.28% | +0.02% | +200.00% | |
| 42 | BLK | Blackrock Inc | Stock-Financials | 0.27% | -0.02% | — | |
| 43 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.27% | -0.03% | -1.60% | |
| 44 | AON | Aon plc | Stock-Financials | 0.26% | -0.01% | — | |
| 45 | VTV | Vanguard Value ETF | ETF-Other | 0.25% | +0.05% | -40.95% | |
| 46 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.25% | — | +0.95% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.25% | -0.01% | +1.16% | |
| 48 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.24% | -0.01% | — | |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.23% | -0.01% | +5.51% | |
| 50 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.23% | — | — |
According to official SEC Form 13F filings, Rede Wealth, LLC reported a total U.S. public equity portfolio value of $302.0M across 102 disclosed positions in Q4 2024.
During Q4 2024, Rede Wealth, LLC's top holdings by market value included BRK-A (54.8%)、AAPL (4.8%)、ITOT (3.3%). The largest single position, BRK-A, represented 54.8% of total portfolio value.
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In Q4 2024, Rede Wealth, LLC made 0 total portfolio adjustments, initiating 0 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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