$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MCD | MCDONALDS CORP | $1,011,929 | +14.2% | 3,840 | 0.0% | 0.54% | +2.9% | |
| NSC | NORFOLK SOUTHN CORP | $628,477 | +17.5% | 2,550 | 0.0% | 0.34% | +5.7% | |
| AON | AON PLC | $569,666 | +12.1% | 1,898 | 0.0% | 0.30% | +0.7% | |
| V | VISA INC | $462,159 | +17.0% | 2,224 | 0.0% | 0.25% | +5.1% | |
| PEP | PEPSICO INC | $384,986 | +10.6% | 2,131 | 0.0% | 0.21% | -0.5% | |
| IYW | ISHARES TRu.s. tech etf | $362,617 | +1.6% | 4,868 | 0.0% | 0.19% | -8.5% | |
| CB | CHUBB LIMITED | $356,490 | +21.3% | 1,616 | 0.0% | 0.19% | +8.6% | |
| UNP | UNION PAC CORP | $318,888 | +6.3% | 1,540 | 0.0% | 0.17% | -4.5% |
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.