$213 Million is the total value of Rede Wealth, LLC's 138 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VZ | New | VERIZON COMMUNICATIONS INC | $1,035,000 | – | 20,315 | +100.0% | 0.49% | – |
| SHV | New | ISHARES TRshort treas bd | $310,000 | – | 2,812 | +100.0% | 0.15% | – |
| EQAL | New | INVESCO EXCH TRADED FD TR IIrusel 1000 eql | $304,000 | – | 6,527 | +100.0% | 0.14% | – |
| XLP | New | SELECT SECTOR SPDR TRsbi cons stpls | $242,000 | – | 3,189 | +100.0% | 0.11% | – |
| COIN | New | COINBASE GLOBAL INC | $229,000 | – | 1,204 | +100.0% | 0.11% | – |
| HXL | New | HEXCEL CORP NEW | $228,000 | – | 3,827 | +100.0% | 0.11% | – |
| MMP | New | MAGELLAN MIDSTREAM PRTNRS LP | $206,000 | – | 4,191 | +100.0% | 0.10% | – |
| EFV | New | ISHARES TReafe value etf | $202,000 | – | 4,015 | +100.0% | 0.10% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 57.6% |
| APPLE INC | 12 | Q3 2023 | 4.8% |
| JOHNSON & JOHNSON | 12 | Q3 2023 | 4.3% |
| AMAZON COM INC | 12 | Q3 2023 | 2.8% |
| SPDR S&P 500 ETF TR | 12 | Q3 2023 | 2.4% |
| ISHARES TR | 12 | Q3 2023 | 2.2% |
| FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 3.5% |
| MICROSOFT CORP | 12 | Q3 2023 | 1.6% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 1.3% |
| UNITEDHEALTH GROUP INC | 12 | Q3 2023 | 1.2% |
View Rede Wealth, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-02-07 |
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.