$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | $4,264,000 | -2.2% | 1,308 | 0.0% | 2.00% | -8.6% | |
| IMCG | ISHARES TRmrgstr md cp grw | $1,466,000 | -12.2% | 22,806 | 0.0% | 0.69% | -17.9% | |
| MCD | MCDONALDS CORP | $949,000 | -7.8% | 3,839 | 0.0% | 0.45% | -13.7% | |
| NSC | NORFOLK SOUTHN CORP | $913,000 | -4.2% | 3,200 | 0.0% | 0.43% | -10.4% | |
| T | AT&T INC | $627,000 | -4.0% | 26,539 | 0.0% | 0.30% | -10.1% | |
| AON | AON PLC | $618,000 | +8.4% | 1,898 | 0.0% | 0.29% | +1.0% | |
| IYW | ISHARES TRu.s. tech etf | $502,000 | -10.2% | 4,868 | 0.0% | 0.24% | -16.0% | |
| UNP | UNION PAC CORP | $421,000 | +8.5% | 1,540 | 0.0% | 0.20% | +1.5% | |
| ABBV | ABBVIE INC | $405,000 | +19.5% | 2,502 | 0.0% | 0.19% | +11.8% | |
| PEP | PEPSICO INC | $357,000 | -3.5% | 2,131 | 0.0% | 0.17% | -9.7% | |
| CB | CHUBB LIMITED | $346,000 | +10.9% | 1,616 | 0.0% | 0.16% | +3.8% | |
| RYT | INVESCO EXCHANGE TRADED FD Ts&p500 eql tec | $332,000 | -10.8% | 1,148 | 0.0% | 0.16% | -16.6% | |
| GOVT | ISHARES TRus treas bd etf | $329,000 | -6.5% | 13,190 | 0.0% | 0.16% | -12.4% | |
| EEM | ISHARES TRmsci emg mkt etf | $303,000 | -7.6% | 6,706 | 0.0% | 0.14% | -13.9% | |
| KRMA | GLOBAL X FDSconscious cos | $243,000 | -5.8% | 7,499 | 0.0% | 0.11% | -12.3% | |
| PM | PHILIP MORRIS INTL INC | $236,000 | -1.3% | 2,513 | 0.0% | 0.11% | -7.5% | |
| GLW | CORNING INC | $224,000 | -0.9% | 6,080 | 0.0% | 0.10% | -7.9% | |
| FDX | FEDEX CORP | $224,000 | -10.8% | 970 | 0.0% | 0.10% | -16.7% |
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.