13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001717479
Total reported value
$1.0M
$1.0M
286 檔
28391.9%
In Q1 2025, Redwood Investment Management, LLC's U.S. equity holdings reached a combined market value of $1.0M, distributed across 286 disclosed stock positions.
In Q1 2025, Redwood Investment Management, LLC displayed an active expansion posture, initiating 99 new positions and adding to 18 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 10.13% | +0.03% | -24.93% | |
| 2 | LSAF | Leadershares Alphafactor US | ETF-Other | 6.99% | -0.67% | -1.73% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.33% | -0.90% | +77.59% | |
| 4 | LSAT | Leadershares Alphafact Tact | ETF-Other | 4.44% | -0.36% | -4.66% | |
| 5 | SQEW | Leadershares Equity Skew ETF | ETF-Other | 3.17% | — | -27.25% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.41% | +0.11% | +580.21% | |
| 7 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.36% | +1.08% | +886.44% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 2.06% | -0.01% | +1133.56% | |
| 9 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 1.59% | — | +18.02% | |
| 10 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.56% | +0.05% | -43.67% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.45% | -0.12% | +108.79% | |
| 12 | DYLD | Leadershares Dynamic Yield E | ETF-Other | 1.35% | -0.19% | -32.72% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.20% | — | -3.52% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.00% | -0.05% | +214.83% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.99% | -0.20% | +75.18% | |
| 16 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.90% | -0.10% | -32.13% | |
| 17 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.89% | -0.35% | — | |
| 18 | ✓ | Stock-Other | 0.81% | — | -75.94% | ||
| 19 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.77% | +0.43% | +2.00% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.70% | -0.10% | +35.96% | |
| 21 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.67% | +0.17% | +34.89% | |
| 22 | HR | Healthcare Realty Trust Inc | Stock-Real Estate | 0.65% | -0.01% | -0.72% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.60% | -0.29% | EXIT | |
| 24 | HPQ | Hp Inc | Stock-Tech | 0.57% | -0.03% | -12.45% | |
| 25 | AIG | American International Group | Stock-Financials | 0.55% | +0.22% | NEW | |
| 26 | HRB | H&r Block Inc | Stock-Consumer Disc | 0.55% | +0.22% | NEW | |
| 27 | MTG | Mgic Investment CORP | Stock-Financials | 0.55% | +0.22% | NEW | |
| 28 | TNL | Travel + Leisure Co | Stock-Consumer Disc | 0.55% | -0.02% | +1.72% | |
| 29 | EOG | Eog Resources Inc | Stock-Energy | 0.55% | -0.04% | +30.24% | |
| 30 | SPB | Spectrum Brands Holdings Inc | Stock-Other | 0.55% | — | +9.94% | |
| 31 | VRSN | Verisign Inc | Stock-Tech | 0.55% | -0.01% | +10.64% | |
| 32 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 0.55% | -0.13% | EXIT | |
| 33 | ORI | Old Republic Intl CORP | Stock-Financials | 0.54% | — | -9.67% | |
| 34 | AVT | Avnet Inc | Stock-Tech | 0.54% | — | +48.44% | |
| 35 | BYD | Boyd Gaming CORP | Stock-Consumer Disc | 0.54% | +0.22% | NEW | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.54% | -0.06% | -55.27% | |
| 37 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.50% | -0.05% | +86.46% | |
| 38 | MTCH | Match Group Inc | Stock-Comm Services | 0.50% | +0.12% | -19.16% | |
| 39 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 0.44% | -0.30% | — | |
| 40 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.41% | -0.02% | -7.92% | |
| 41 | GL | Globe Life Inc | Stock-Financials | 0.40% | -0.01% | -15.13% | |
| 42 | OWL | Blue Owl Capital Inc | Stock-Financials | 0.40% | — | -15.31% | |
| 43 | CRBG | Corebridge Financial Inc | Stock-Financials | 0.40% | -0.01% | -31.02% | |
| 44 | SIRI | Sirius Xm Holdings Inc | Stock-Comm Services | 0.40% | — | +0.64% | |
| 45 | MNST | Monster Beverage CORP | Stock-Consumer Staples | 0.40% | — | -9.84% | |
| 46 | 2655957D | Premier Inc-class A | Stock-Other | 0.40% | — | +11.01% | |
| 47 | HCA | Hca Healthcare Inc | Stock-Healthcare | 0.40% | -0.01% | -37.49% | |
| 48 | HOG | Harley-davidson Inc | Stock-Consumer Disc | 0.40% | +0.22% | NEW | |
| 49 | DINO | Hf Sinclair CORP | Stock-Energy | 0.40% | -0.13% | EXIT | |
| 50 | EEFT | Euronet Worldwide Inc | Stock-Tech | 0.40% | — | -3.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +5.4% | +77.59% | Add |
| 2 | LSAF | Leadershares Alphafactor US | +2.1% | -1.73% | Add |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.2% | -43.67% | Add |
| 4 | AAPL | Apple Inc | +0.7% | +108.79% | Add |
| 5 | MSFT | Microsoft CORP | +0.5% | +75.18% | Add |
| 6 | NVDA | Nvidia CORP | +0.4% | -55.27% | Add |
| 7 | SPB | Spectrum Brands Holdings Inc | +0.4% | +9.94% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.3% | +317.93% | Add |
| 9 | HO1 | Hologic Inc | +0.2% | +16.60% | Add |
| 10 | NXST | Nexstar Media Group Inc | +0.2% | -22.81% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.2% | -43.90% | Add |
| 12 | AMZN | Amazon.com Inc | +0.2% | +86.46% | Add |
| 13 | MCK | Mckesson CORP | +0.1% | -90.54% | Add |
| 14 | SCHC | Schwab Intl Small-cap Equity | +0.1% | — | Add |
| 15 | BBY | Best Buy Co Inc | +0.1% | +65.10% | Add |
| 16 | HRB | H&r Block Inc | 0% | -9.56% | Trim |
| 17 | VRSN | Verisign Inc | 0% | +10.64% | Add |
| 18 | LKQ | Lkq CORP | -0.3% | — | Trim |
| 19 | KR | Kroger Co | -0.4% | — | Trim |
| 20 | SEIC | Sei Investments Company | -0.4% | -1.55% | Trim |
| 21 | AFL | Aflac Inc | -0.4% | -10.01% | Trim |
| 22 | INTC | Intel CORP | -0.5% | — | Trim |
| 23 | SQEW | Leadershares Equity Skew ETF | -0.5% | -27.25% | Add |
| 24 | AGNC | Agnc Investment CORP | -0.5% | +0.75% | Trim |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | -0.6% | — | Trim |
| 26 | VOT | Vanguard Mid-cap Growth ETF | -0.6% | +64.89% | Trim |
| 27 | AMP | Ameriprise Financial Inc | -0.7% | +1.04% | Trim |
| 28 | JEF | Jefferies Financial Group In | -0.7% | +6.19% | Trim |
| 29 | LSAT | Leadershares Alphafact Tact | -0.9% | -4.66% | Add |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -1.1% | -2.05% | Trim |
| 31 | AGG | Ishares Core U.s. Aggregate | -1.1% | -91.20% | Trim |
| 32 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | -1.6% | -32.13% | Trim |
| 33 | ✓ | -1.9% | -75.94% | Trim | |
| 34 | DYLD | Leadershares Dynamic Yield E | -2.1% | -32.72% | Trim |
| 35 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -3.4% | +18.02% | Trim |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -3.5% | +72.69% | Trim |
| 37 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 38 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 39 | SPMO | Invesco S&p 500 Momentum ETF | — | NEW | New buy |
| 40 | VWO | Vanguard Ftse Emerging Marke | — | NEW | New buy |
| 41 | OEF | Ishares S&p 100 ETF | — | NEW | New buy |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | — | NEW | New buy |
| 44 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | — | NEW | New buy |
| 45 | HR | Healthcare Realty Trust Inc | — | NEW | New buy |
| 46 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 47 | VB | Vanguard Small-cap ETF | — | EXIT | Sold out |
| 48 | AIG | American International Group | — | NEW | New buy |
| 49 | MTG | Mgic Investment CORP | — | NEW | New buy |
| 50 | TNL | Travel + Leisure Co | — | NEW | New buy |
According to official SEC Form 13F filings, Redwood Investment Management, LLC reported a total U.S. public equity portfolio value of $1.0M across 286 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 IWM, LSAF, VOO) accounted for 28391.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWM
市值: $93.4M
Top Position Liquidated / Trimmed
IJR
前期市值: $5.6M
During Q1 2025, Redwood Investment Management, LLC's top holdings by market value included IWM (10.1%)、LSAF (7.0%)、VOO (6.3%). The largest single position, IWM, represented 10.1% of total portfolio value.
In Q1 2025, Redwood Investment Management, LLC made 200 total portfolio adjustments, initiating 99 new buys, adding to 18 positions, trimming 18 holdings, and fully liquidating 65 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.