$137 Million is the total value of Red Door Wealth Management, LLC's 484 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Buy | APPLE INC | $7,579,000 | +49.1% | 20,776 | +4.0% | 5.55% | +15.0% |
| AMZN | Buy | AMAZON.COM INC | $4,819,000 | +52.8% | 1,747 | +8.0% | 3.53% | +17.8% |
| MSFT | Buy | MICROSOFT CORP | $4,679,000 | +35.5% | 22,993 | +5.0% | 3.42% | +4.4% |
| SCHB | Buy | SCHWAB US BROAD MARKET ETFus brd mkt etf | $3,638,000 | +77.6% | 49,528 | +46.1% | 2.66% | +36.9% |
| GOOG | Buy | ALPHABET INC. CLASS Ccap stk cl c | $3,097,000 | +29.6% | 2,191 | +6.6% | 2.27% | -0.1% |
| JPM | Buy | JPMORGAN CHASE & CO | $2,813,000 | +9.8% | 29,911 | +5.1% | 2.06% | -15.3% |
| BRKB | Buy | BERKSHIRE HATHAWAY CLASS Bcl b new | $2,754,000 | +71.8% | 15,428 | +75.9% | 2.02% | +32.4% |
| IVV | Buy | ISHARES CORE S&P 500 ETFcore s&p500 etf | $2,696,000 | +20.0% | 8,706 | +0.1% | 1.97% | -7.5% |
| AZO | Buy | AUTOZONE INC | $2,470,000 | +1264.6% | 2,190 | +923.4% | 1.81% | +950.6% |
| PFE | Buy | PFIZER INC | $2,137,000 | +4.4% | 65,378 | +4.2% | 1.56% | -19.5% |
| AMGN | Buy | AMGEN INC. | $2,130,000 | +24.6% | 9,034 | +7.2% | 1.56% | -3.9% |
| JNJ | Buy | JOHNSON & JOHNSON | $2,085,000 | +14.4% | 14,827 | +6.6% | 1.53% | -11.8% |
| MAA | Buy | MID AMERICA APARTMENT COREIT | $2,056,000 | +4183.3% | 17,933 | +3748.3% | 1.50% | +3169.6% |
| CSCO | Buy | CISCO SYSTEMS INC | $2,052,000 | +28.1% | 44,009 | +7.9% | 1.50% | -1.2% |
| PG | Buy | PROCTER & GAMBLE | $2,020,000 | +16.2% | 16,901 | +6.9% | 1.48% | -10.4% |
| FRC | Buy | FIRST REPUBLIC BANK | $1,948,000 | +35.8% | 18,385 | +5.5% | 1.42% | +4.7% |
| UNH | Buy | UNITEDHEALTH GRP INC | $1,867,000 | +27.4% | 6,330 | +7.7% | 1.37% | -1.8% |
| V | Buy | VISA INC CLASS A | $1,835,000 | +31.2% | 9,502 | +9.4% | 1.34% | +1.1% |
| HD | Buy | HOME DEPOT INC | $1,835,000 | +52.7% | 7,325 | +13.7% | 1.34% | +17.7% |
| PHYS | Buy | SPROTT PHYSICAL GOLD ETVunit | $1,647,000 | +384.4% | 115,154 | +344.4% | 1.20% | +273.1% |
| FDX | Buy | FEDEX CORP | $1,600,000 | +22.0% | 11,416 | +5.5% | 1.17% | -5.9% |
| DIS | Buy | WALT DISNEY CO | $1,525,000 | +32.0% | 13,677 | +14.4% | 1.12% | +1.8% |
| VZ | Buy | VERIZON COMMUNICATN | $1,482,000 | +12.4% | 26,885 | +9.6% | 1.08% | -13.3% |
| MRK | Buy | MERCK & CO. INC. | $1,399,000 | +12.7% | 18,100 | +12.2% | 1.02% | -13.1% |
| BAC | Buy | BANK OF AMERICA CORP | $1,381,000 | +21.5% | 58,150 | +8.5% | 1.01% | -6.3% |
| WMT | Buy | WALMART INC | $1,355,000 | +15.9% | 11,319 | +10.0% | 0.99% | -10.6% |
| QCOM | Buy | QUALCOMM INC | $1,353,000 | +52.2% | 14,837 | +12.8% | 0.99% | +17.3% |
| XOM | Buy | EXXON MOBIL CORP | $1,259,000 | +34.8% | 28,156 | +14.4% | 0.92% | +3.8% |
| T | New | A T & T INC | $1,244,000 | – | 41,157 | +100.0% | 0.91% | – |
| COST | Buy | COSTCO WHOLESALE CO | $1,219,000 | +17.1% | 4,022 | +10.1% | 0.89% | -9.7% |
| BX | Buy | BLACKSTONE GROUP INC | $1,173,000 | +24.5% | 20,707 | +0.1% | 0.86% | -4.0% |
| GLD | Buy | SPDR GOLD SHARES ETF IV | $1,153,000 | +603.0% | 6,889 | +521.8% | 0.84% | +441.0% |
| GILD | Buy | GILEAD SCIENCES INC | $1,081,000 | +8.2% | 14,059 | +5.2% | 0.79% | -16.6% |
| CVX | Buy | CHEVRON CORP | $1,033,000 | +48.8% | 11,584 | +20.9% | 0.76% | +14.7% |
| HON | Buy | HONEYWELL INTL INC | $1,017,000 | +20.9% | 7,033 | +11.8% | 0.74% | -6.8% |
| WM | Buy | WASTE MANAGEMENT INC | $932,000 | +30.5% | 8,803 | +14.0% | 0.68% | +0.6% |
| HCA | Buy | HCA HEALTHCARE INC | $879,000 | +22.9% | 9,057 | +13.8% | 0.64% | -5.3% |
| C | Buy | CITIGROUP INC | $810,000 | +42.1% | 15,865 | +17.2% | 0.59% | +9.6% |
| PEP | Buy | PEPSICO INC | $782,000 | +26.3% | 5,916 | +14.7% | 0.57% | -2.7% |
| BIIB | Buy | BIOGEN INC | $745,000 | -5.8% | 2,785 | +11.4% | 0.54% | -27.4% |
| ADBE | Buy | ADOBE INC | $725,000 | +462.0% | 1,666 | +310.3% | 0.53% | +335.2% |
| TDG | Buy | TRANSDIGM GROUP INC | $703,000 | +94.7% | 1,591 | +40.8% | 0.51% | +49.9% |
| LMT | Buy | LOCKHEED MARTIN CORP | $693,000 | +26.2% | 1,901 | +17.4% | 0.51% | -2.7% |
| BA | Buy | BOEING CO | $688,000 | +50.5% | 3,753 | +22.4% | 0.50% | +15.9% |
| ECL | Buy | ECOLAB INC | $676,000 | +52.9% | 3,399 | +19.8% | 0.50% | +17.9% |
| DAR | Buy | DARLING INGREDIENTS | $641,000 | +4830.8% | 26,062 | +3704.7% | 0.47% | +3808.3% |
| AMT | Buy | AMERN TOWER CORP REIT | $632,000 | +41.1% | 2,445 | +18.9% | 0.46% | +8.7% |
| PLD | Buy | PROLOGIS INC. REIT | $603,000 | +41.9% | 6,469 | +22.1% | 0.44% | +9.4% |
| DUK | Buy | DUKE ENERGY CORP | $548,000 | +19.9% | 6,866 | +21.3% | 0.40% | -7.6% |
| VV | Buy | VANGUARD LARGE CAP ETFlarge cap etf | $393,000 | +20.9% | 2,752 | +0.3% | 0.29% | -6.5% |
| BMY | Buy | BRISTOL-MYERS SQUIBB | $350,000 | +40.0% | 5,956 | +32.6% | 0.26% | +8.0% |
| ABBV | Buy | ABBVIE INC | $319,000 | +42.4% | 3,251 | +10.3% | 0.23% | +9.4% |
| SHOP | Buy | SHOPIFY INC FCLASS Acl a | $317,000 | +2164.3% | 335 | +857.1% | 0.23% | +1684.6% |
| GD | Buy | GENERAL DYNAMICS CO | $300,000 | +19.5% | 2,012 | +6.0% | 0.22% | -7.6% |
| RTX | New | RAYTHEON TECHNOLOGIES CO | $290,000 | – | 4,707 | +100.0% | 0.21% | – |
| KO | Buy | THE COCA-COLA CO | $250,000 | +2.0% | 5,600 | +1.1% | 0.18% | -21.5% |
| PYPL | Buy | PAYPAL HOLDINGS INCORPOR | $236,000 | +84.4% | 1,356 | +1.1% | 0.17% | +43.0% |
| VTV | Buy | VANGUARD VALUE ETFvalue etf | $220,000 | +26.4% | 2,214 | +13.2% | 0.16% | -2.4% |
| IAU | Buy | ISHARES GOLD ETFishares | $217,000 | +181.8% | 12,783 | +148.0% | 0.16% | +117.8% |
| ATVI | Buy | ACTIVISION BLIZZARD | $201,000 | +28.8% | 2,660 | +1.0% | 0.15% | -0.7% |
| SDY | Buy | SPDR S&P DIVIDEND ETFs&p divid etf | $195,000 | +47.7% | 2,139 | +29.2% | 0.14% | +14.4% |
| TSLA | Buy | TESLA INC | $191,000 | +169.0% | 177 | +29.2% | 0.14% | +109.0% |
| VFH | Buy | VANGUARD FINANCIALS ETFfinancials etf | $182,000 | +13.8% | 3,192 | +0.7% | 0.13% | -12.5% |
| CMCSA | Buy | COMCAST CORP CLASS Acl a | $167,000 | +13.6% | 4,305 | +0.1% | 0.12% | -12.9% |
| CVS | Buy | CVS HEALTH CORP | $120,000 | +41.2% | 1,856 | +29.0% | 0.09% | +8.6% |
| STWD | Buy | STARWOOD PPTY TRUST REIT | $115,000 | +57.5% | 7,692 | +7.7% | 0.08% | +21.7% |
| ABT | Buy | ABBOTT LABORATORIES | $109,000 | +19.8% | 1,193 | +2.8% | 0.08% | -7.0% |
| CMP | Buy | COMPASS MINERALS INT | $110,000 | +48.6% | 2,265 | +16.9% | 0.08% | +14.3% |
| MUB | Buy | ISHARES NATIONAL MUNI BOND ETFnational mun etf | $108,000 | +2.9% | 942 | +0.5% | 0.08% | -21.0% |
| TTWO | Buy | TAKE TWO INTERACTV | $106,000 | +20.5% | 765 | +2.7% | 0.08% | -7.1% |
| MET | Buy | METLIFE INC | $107,000 | +24.4% | 2,956 | +4.9% | 0.08% | -4.9% |
| TGT | Buy | TARGET CORP | $106,000 | +32.5% | 891 | +2.9% | 0.08% | +2.6% |
| GDXJ | Buy | VANECK VECTORS JUNIOR GOLD MINERS ETFjr gold miners e | $105,000 | +98.1% | 2,120 | +12.2% | 0.08% | +54.0% |
| RSP | Buy | INVESCO S&P 500 EQUAL WEIGHT ETFs&p500 eql wgt | $90,000 | +130.8% | 885 | +88.7% | 0.07% | +78.4% |
| DGRW | Buy | WISDOMTREE US QLT DIV GRW ETFus qtly div grt | $85,000 | +18.1% | 1,875 | +0.6% | 0.06% | -8.8% |
| IWP | Buy | ISHARES RUSSELL MID CAP GROWTH ETFrus md cp gr etf | $76,000 | +1166.7% | 486 | +800.0% | 0.06% | +833.3% |
| SBUX | Buy | STARBUCKS CORP | $71,000 | +24.6% | 972 | +11.5% | 0.05% | -3.7% |
| O | Buy | REALTY INCM CORP REIT | $68,000 | +51.1% | 1,144 | +24.2% | 0.05% | +16.3% |
| USB | Buy | U S BANCORP | $68,000 | +11.5% | 1,861 | +4.5% | 0.05% | -13.8% |
| BND | Buy | VANGUARD TOTAL BOND MARKET ETFtotal bnd mrkt | $68,000 | +3.0% | 780 | +0.5% | 0.05% | -20.6% |
| GE | Buy | GENERAL ELECTRIC CO | $67,000 | +8.1% | 9,948 | +25.4% | 0.05% | -16.9% |
| AXP | Buy | AMERICAN EXPRESS CO | $65,000 | +51.2% | 693 | +37.2% | 0.05% | +17.1% |
| CYH | New | COMMUNITY HEALTH SYS | $63,000 | – | 21,000 | +100.0% | 0.05% | – |
| CAH | Buy | CARDINAL HEALTH INC | $58,000 | +31.8% | 1,121 | +21.8% | 0.04% | 0.0% |
| OTIS | New | OTIS WORLDWIDE CORP | $57,000 | – | 1,004 | +100.0% | 0.04% | – |
| BIDU | Buy | BAIDU COM INC FSPONSORED ADR 1 ADR REPS 0.1 ORD SHSspon adr rep a | $53,000 | +35.9% | 446 | +13.5% | 0.04% | +5.4% |
| UPS | Buy | UNITED PARCEL SRVC CLASS Bcl b | $49,000 | +28.9% | 447 | +7.2% | 0.04% | 0.0% |
| WELL | Buy | WELLTOWER INC REIT | $46,000 | +15.0% | 894 | +1.1% | 0.03% | -10.5% |
| CARR | New | CARRIER GLOBAL CORP | $45,000 | – | 2,028 | +100.0% | 0.03% | – |
| GIS | Buy | GENERAL MILLS INC | $41,000 | +20.6% | 667 | +2.6% | 0.03% | -6.2% |
| VPU | Buy | VANGUARD UTILITIES ETFutilities etf | $39,000 | +2.6% | 322 | +0.9% | 0.03% | -19.4% |
| KL | New | KIRKLAND LAKE GOLD LIM F | $37,000 | – | 900 | +100.0% | 0.03% | – |
| OUSA | Buy | U.S. QUALITY DIVIDEND ETFoshares us qualt | $37,000 | +15.6% | 1,119 | +0.8% | 0.03% | -10.0% |
| FNDX | Buy | SCHWAB FUNDAMENTAL US LARGE CO ETFschwab fdt us lg | $36,000 | +16.1% | 997 | +0.7% | 0.03% | -10.3% |
| SHV | Buy | ISHARES SHORT TREASURY BOND ETFshort treas bd | $33,000 | +106.2% | 300 | +100.0% | 0.02% | +60.0% |
| BOND | Buy | PIMCO ACTIVE BOND ETFactive bd etf | $30,000 | +7.1% | 273 | +0.4% | 0.02% | -18.5% |
| TSN | Buy | TYSON FOODS INC CLASS Acl a | $29,000 | +26.1% | 498 | +23.3% | 0.02% | -4.5% |
| PH | Buy | PARKER-HANNIFIN CORP | $29,000 | +38.1% | 162 | +0.6% | 0.02% | +5.0% |
| PXD | Buy | PIONEER NATURAL RES | $28,000 | +47.4% | 291 | +5.8% | 0.02% | +11.1% |
| IP | Buy | INTERNTNL PAPER | $24,000 | +14.3% | 690 | +0.7% | 0.02% | -10.0% |
| EFA | Buy | ISHARES MSCI EAFE ETFmsci eafe etf | $21,000 | +600.0% | 360 | +437.3% | 0.02% | +400.0% |
| PDI | Buy | PIMCO DYNAMIC INCOME CF | $20,000 | +11.1% | 847 | +2.9% | 0.02% | -11.8% |
| DLR | Buy | DIGITAL REALTY TRUST REIT | $18,000 | +12.5% | 127 | +9.5% | 0.01% | -13.3% |
| GTE | Buy | GRAN TIERRA ENERGY | $18,000 | +63.6% | 52,830 | +10.5% | 0.01% | +30.0% |
| ED | Buy | CONSOLIDATED EDISON | $16,000 | -5.9% | 229 | +0.9% | 0.01% | -25.0% |
| PRFZ | New | INVESCO FTSE RAFI US 1500 SMALL-MID ETFftse rafi 1500 | $17,000 | – | 160 | +100.0% | 0.01% | – |
| MGP | Buy | MGM GROWTH PPTYS LLC CLASS A | $16,000 | +14.3% | 607 | +2.0% | 0.01% | -7.7% |
| IDV | New | ISHARES INTERNATIONAL SEL DIV ETFintl sel div etf | $15,000 | – | 633 | +100.0% | 0.01% | – |
| WU | Buy | WESTERN UNION CO | $15,000 | +25.0% | 709 | +0.6% | 0.01% | 0.0% |
| IRM | Buy | IRON MOUNTAIN US HOLDINGREIT | $15,000 | +275.0% | 578 | +222.9% | 0.01% | +175.0% |
| DRI | New | DARDEN RESTAURANTS | $13,000 | – | 180 | +100.0% | 0.01% | – |
| GDX | New | VANECK VECTORS GOLD MINERS ETFgold miners etf | $11,000 | – | 300 | +100.0% | 0.01% | – |
| CCR | Buy | CONSOL COAL RESOURCES LP | $9,000 | +50.0% | 2,337 | +107.4% | 0.01% | +16.7% |
| WYNN | Buy | WYNN RESORTS | $10,000 | +233.3% | 136 | +123.0% | 0.01% | +133.3% |
| TBK | New | TRIUMPH BANCORP INC | $9,000 | – | 405 | +100.0% | 0.01% | – |
| FSKR | New | FS KKR CAP CORP II | $10,000 | – | 817 | +100.0% | 0.01% | – |
| AON | New | AON PLC FCLASS A | $8,000 | – | 42 | +100.0% | 0.01% | – |
| BAM | Buy | BROOKFIELD ASSET MGM FCLASS Acl a ltd vt sh | $7,000 | +16.7% | 225 | +50.0% | 0.01% | -16.7% |
| OKTA | New | OKTA INC CLASS Acl a | $7,000 | – | 39 | +100.0% | 0.01% | – |
| HLT | Buy | HILTON WORLDWIDE HLD | $6,000 | – | 90 | +542.9% | 0.00% | – |
| BHK | New | BLACKROCK CORE BOND CF | $6,000 | – | 448 | +100.0% | 0.00% | – |
| XLE | New | ENERGY SELECT SECTOR SPDR ETFenergy | $5,000 | – | 156 | +100.0% | 0.00% | – |
| VIAC | Buy | VIACOMCBS INC CLASS Bcl b | $5,000 | +66.7% | 248 | +0.8% | 0.00% | +33.3% |
| SPG | Buy | SIMON PPTY GROUP REIT | $5,000 | +400.0% | 86 | +138.9% | 0.00% | +300.0% |
| XRX | New | XEROX HOLDINGS CORP | $6,000 | – | 400 | +100.0% | 0.00% | – |
| NET | New | CLOUDFLARE INC CLASS A | $4,000 | – | 115 | +100.0% | 0.00% | – |
| DENN | New | DENNYS CORP | $4,000 | – | 465 | +100.0% | 0.00% | – |
| MGM | New | MGM RESORTS INTL | $4,000 | – | 250 | +100.0% | 0.00% | – |
| ULTA | New | ULTA BEAUTY INC. | $4,000 | – | 20 | +100.0% | 0.00% | – |
| ROKU | Buy | ROKU I N C CLASS A | $4,000 | +300.0% | 36 | +89.5% | 0.00% | +200.0% |
| AAL | Buy | AMERICAN AIRLS GROUP | $3,000 | +200.0% | 300 | +233.3% | 0.00% | +100.0% |
| CARG | New | CARGURUS INC CLASS A | $3,000 | – | 130 | +100.0% | 0.00% | – |
| CTXS | New | CITRIX SYSTEMS INC | $3,000 | – | 21 | +100.0% | 0.00% | – |
| OSK | New | OSHKOSH CORP | $3,000 | – | 45 | +100.0% | 0.00% | – |
| TNC | New | TENNANT CO | $3,000 | – | 50 | +100.0% | 0.00% | – |
| HAS | New | HASBRO INC | $3,000 | – | 45 | +100.0% | 0.00% | – |
| REGN | New | REGENERON PHARMS INC | $3,000 | – | 5 | +100.0% | 0.00% | – |
| PPL | Buy | PPL CORP | $3,000 | +50.0% | 121 | +1.7% | 0.00% | 0.0% |
| DBI | New | DESIGNER BRANDS INCcl a | $1,000 | – | 200 | +100.0% | 0.00% | – |
| MJ | Buy | ETFMG ALTERNATIVE HARVEST ETFetfmg altr hrvst | $1,000 | 0.0% | 109 | +1.9% | 0.00% | 0.0% |
| AMD | New | ADVANCED MICRO DEVIC | $2,000 | – | 57 | +100.0% | 0.00% | – |
| GOLD | New | BARRICK GOLD CORP F | $2,000 | – | 110 | +100.0% | 0.00% | – |
| INO | Buy | INOVIO PHARMA | $2,000 | – | 103 | +63.5% | 0.00% | – |
| MRNA | New | MODERNA INC | $1,000 | – | 25 | +100.0% | 0.00% | – |
| ALK | New | ALASKA AIR GROUP INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| THO | New | THOR INDUSTRIES INC | $1,000 | – | 18 | +100.0% | 0.00% | – |
| HAL | New | HALLIBURTON CO HLDG | $1,000 | – | 100 | +100.0% | 0.00% | – |
| APTS | New | PREF APT COMMUNITIES REIT | $1,000 | – | 200 | +100.0% | 0.00% | – |
| HZNP | New | HORIZON THERAPEUTICS P F | $2,000 | – | 43 | +100.0% | 0.00% | – |
| QSR | New | RESTAURANT BRANDS F | $1,000 | – | 28 | +100.0% | 0.00% | – |
| ADSK | New | AUTODESK INC | $2,000 | – | 10 | +100.0% | 0.00% | – |
| SPCE | Buy | VIRGIN GALACTIC HLDGS IN | $2,000 | +100.0% | 177 | +41.6% | 0.00% | 0.0% |
| GRUB | New | GRUBHUB | $1,000 | – | 16 | +100.0% | 0.00% | – |
| RMR | New | R M R GROUP INC CLASS Acl a | $0 | – | 33 | +100.0% | 0.00% | – |
| SABR | Buy | SABRE CORP | $0 | – | 100 | +4.2% | 0.00% | – |
| CLNY | New | COLONY CAPITAL INC NEW | $0 | – | 73 | +100.0% | 0.00% | – |
| MCHP | New | MICROCHIP TECHNOLOGY | $0 | – | 3 | +100.0% | 0.00% | – |
| TCPC | New | BLACKROCK TCP CAPITAL CO | $0 | – | 40 | +100.0% | 0.00% | – |
| SSSS | New | SUTTER ROCK CAP CORP | $0 | – | 9 | +100.0% | 0.00% | – |
| HPE | New | HEWLETT PACKARD ENTERPRI | $0 | – | 100 | +100.0% | 0.00% | – |
| MTB | New | M & T BANK CORP | $0 | – | 1 | +100.0% | 0.00% | – |
| FLIR | New | FLIR SYSTEMS INC | $0 | – | 22 | +100.0% | 0.00% | – |
| USO | New | UNITED STATES OIL FUND, LPunits | $0 | – | 6 | +100.0% | 0.00% | – |
| ACB | New | AURORA CANNABIS INC F | $0 | – | 59 | +100.0% | 0.00% | – |
| GNUS | New | GENIUS BRANDS INTL | $0 | – | 132 | +100.0% | 0.00% | – |
| EWZ | New | ISHARES MSCI BRAZIL ETFmsci brazil etf | $0 | – | 31 | +100.0% | 0.00% | – |
| CIM | New | CHIMERA INVESTMENT | $0 | – | 100 | +100.0% | 0.00% | – |
| OMC | New | OMNICOM GROUP INC | $0 | – | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-07-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB US LARGE CAP ETF IV | 16 | Q3 2023 | 10.0% |
| APPLE INC | 16 | Q3 2023 | 6.9% |
| MICROSOFT CORP | 16 | Q3 2023 | 3.8% |
| AMAZON.COM INC | 16 | Q3 2023 | 4.0% |
| BERKSHIRE HATHAWAY INC DEL | 16 | Q3 2023 | 6.5% |
| ALPHABET INC. CLASS C | 16 | Q3 2023 | 2.9% |
| JPMORGAN CHASE & CO | 16 | Q3 2023 | 3.1% |
| FEDEX CORP | 16 | Q3 2023 | 3.3% |
| SCHWAB US DIVIDEND EQUITY ETF | 16 | Q3 2023 | 4.0% |
| SCHWAB US BROAD MARKET ETF | 16 | Q3 2023 | 2.8% |
View Red Door Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-01-23 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-13 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-14 |
View Red Door Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.