| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2014 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 15 | Q2 2024 | 9.6% |
| JOHNSON & JOHNSON | 15 | Q2 2024 | 5.1% |
| AMAZON COM INC | 15 | Q2 2024 | 4.6% |
| ISHARES TR | 15 | Q2 2024 | 5.3% |
| SPDR S&P 500 ETF TR | 15 | Q2 2024 | 2.7% |
| MICROSOFT CORP | 15 | Q2 2024 | 3.5% |
| FIRST TR EXCHANGE-TRADED FD | 15 | Q2 2024 | 3.5% |
| BERKSHIRE HATHAWAY INC DEL | 15 | Q2 2024 | 3.1% |
| ISHARES TR | 15 | Q2 2024 | 8.0% |
| UNITEDHEALTH GROUP INC | 15 | Q2 2024 | 1.8% |
View Rede Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-15 |
| 13F-HR | 2024-08-05 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-17 |
| 13F-HR | 2022-07-21 |
View Rede Wealth, 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.