$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ADIL | Exit | ADIAL PHARMACEUTICALS INC | $0 | – | -15,200 | -100.0% | -0.02% | – |
| UL | Exit | UNILEVER PLCspon adr new | $0 | – | -3,720 | -100.0% | -0.10% | – |
| SLAB | Exit | SILICON LABORATORIES INC | $0 | – | -1,000 | -100.0% | -0.10% | – |
| AWR | Exit | AMER STATES WTR CO | $0 | – | -2,000 | -100.0% | -0.10% | – |
| DD | Exit | DUPONT DE NEMOURS INC | $0 | – | -2,711 | -100.0% | -0.11% | – |
| BK | Exit | BANK NEW YORK MELLON CORP | $0 | – | -3,931 | -100.0% | -0.12% | – |
| BSCO | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -11,118 | -100.0% | -0.12% | – |
| BSCM | Exit | INVESCO EXCH TRD SLF IDX FD | $0 | – | -12,598 | -100.0% | -0.14% | – |
| GM | Exit | GENERAL MTRS CO | $0 | – | -7,186 | -100.0% | -0.21% | – |
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.