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CIK: 0001842054
Total reported value
$302.0M
$302.0M
105 檔
66.0%
During the Q1 2025 filing period, Rede Wealth, LLC (CIK: 0001842054) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $302.0M across 105 reported positions.
In Q1 2025, Rede Wealth, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 59.22% | -2.16% | — | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.89% | +0.20% | -0.12% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 2.99% | +0.45% | +3.21% | |
| 4 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.21% | -0.14% | -1.20% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.07% | +0.12% | +0.14% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.81% | -0.09% | -0.09% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.10% | -0.22% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.04% | +0.48% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.15% | -0.07% | +0.53% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.03% | +0.07% | -0.38% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.03% | -0.14% | +20.31% | |
| 12 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.28% | -2.73% | |
| 13 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.84% | -0.42% | EXIT | |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.69% | +0.08% | +0.34% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 0.66% | +0.05% | +0.64% | |
| 16 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | -0.23% | -9.81% | |
| 17 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | +0.10% | -5.41% | |
| 18 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.55% | +0.25% | +6.76% | |
| 19 | SPHY | Ss Spdr P High Yield ETF | ETF-High Yield | 0.51% | +0.14% | +9.02% | |
| 20 | COIN | Coinbase Global Inc -class A | Stock-Financials | 0.49% | -0.12% | +0.63% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.46% | -0.02% | -0.06% | |
| 22 | NFLX | Netflix Inc | Stock-Comm Services | 0.43% | -0.14% | -0.30% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.41% | -0.02% | -0.12% | |
| 24 | IAUM | Ishares Gold Trust Micro | ETF-Commodities | 0.40% | -0.07% | -0.21% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | -0.08% | — | |
| 26 | SCHR | Schwab Intermediate-term US | ETF-Other | 0.39% | -0.63% | EXIT | |
| 27 | AMAT | Applied Materials Inc | Stock-Tech | 0.37% | +0.84% | — | |
| 28 | EZBC | Franklin Bitcoin ETF | ETF-Crypto | 0.36% | -0.12% | -27.04% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.36% | -0.18% | +4.83% | |
| 30 | BCD | Abrdn Bloomberg All Commodit | ETF-Other | 0.34% | — | +10.49% | |
| 31 | EPD | Enterprise Products Partners | Stock-Energy | 0.33% | -0.04% | +0.27% | |
| 32 | ADP | Automatic Data Processing | Stock-Tech | 0.31% | +0.01% | -0.07% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.30% | +0.06% | +1.80% | |
| 34 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.30% | +0.01% | -1.49% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.28% | +0.01% | -2.38% | |
| 36 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.28% | -0.03% | -0.57% | |
| 37 | AON | Aon plc | Stock-Financials | 0.27% | -0.01% | — | |
| 38 | IMCB | Ishares Morningstar Mid-cap | ETF-Other | 0.27% | -0.08% | -21.53% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | +0.02% | — | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.24% | +0.05% | +2.55% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.24% | +0.09% | — | |
| 42 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.24% | -0.01% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.24% | -0.01% | — | |
| 44 | T | At&t Inc | Stock-Comm Services | 0.23% | -0.08% | +0.91% | |
| 45 | BLK | Blackrock Inc | Stock-Financials | 0.23% | -0.02% | +0.14% | |
| 46 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-Other | 0.22% | -0.04% | +21.60% | |
| 47 | SUB | Ishares Short-term National | ETF-Other | 0.22% | -0.03% | -29.64% | |
| 48 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-Other | 0.22% | — | -9.80% | |
| 49 | MBB | Ishares Mbs ETF | ETF-Other | 0.21% | +0.01% | -1.52% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.21% | -0.01% | -2.00% |
According to official SEC Form 13F filings, Rede Wealth, LLC reported a total U.S. public equity portfolio value of $302.0M across 105 disclosed positions in Q1 2025.
During Q1 2025, Rede Wealth, LLC's top holdings by market value included BRK-A (59.2%)、AAPL (3.9%)、ITOT (3.0%). The largest single position, BRK-A, represented 59.2% of total portfolio value.
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-A, AAPL, ITOT) accounted for 66.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
BRK-A
市值: $167.7M
In Q1 2025, Rede Wealth, 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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