$187 Million is the total value of Rede Wealth, LLC's 123 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NULV | New | NUSHARES ETF TRnuveen esg lrgvl | $417,454 | – | 12,192 | +100.0% | 0.22% | – |
| SPEM | New | SPDR INDEX SHS FDSportfolio emg mk | $378,908 | – | 11,496 | +100.0% | 0.20% | – |
| WCN | New | WASTE CONNECTIONS INC | $304,358 | – | 316 | +100.0% | 0.16% | – |
| ESGD | New | ISHARES TResg aw msci eafe | $254,874 | – | 3,877 | +100.0% | 0.14% | – |
| CAT | New | CATERPILLAR INC | $233,630 | – | 975 | +100.0% | 0.12% | – |
| HXL | New | HEXCEL CORP NEW | $225,513 | – | 3,832 | +100.0% | 0.12% | – |
| KRMA | New | GLOBAL X FDSconscious cos | $207,647 | – | 7,499 | +100.0% | 0.11% | – |
| ESGE | New | ISHARES INCesg awr msci em | $205,228 | – | 6,825 | +100.0% | 0.11% | – |
| SHOP | New | SHOPIFY INCcl a | $202,949 | – | 5,847 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-17
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 | 2024-01-17 |
| 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 |
| 13F-HR | 2021-10-08 |
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.