$94.4 Million is the total value of Redwood Financial Network Corp's 135 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 23.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPTM | Buy | SPDR SER TRportfoli s&p1500 | $3,816,611 | -1.5% | 72,711 | +2.2% | 4.04% | +11.3% |
| SPMB | Sell | SPDR SER TRport mtg bk etf | $3,689,457 | -9.4% | 177,378 | -4.6% | 3.91% | +2.4% |
| BSCN | Sell | INVESCO EXCH TRD SLF IDX FD | $3,104,618 | +0.1% | 146,237 | -0.2% | 3.29% | +13.1% |
| QYLD | Buy | GLOBAL X FDSnasdaq 100 cover | $3,087,500 | -4.6% | 184,108 | +1.0% | 3.27% | +7.8% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $2,801,037 | +5.7% | 135,513 | +5.2% | 2.97% | +19.4% |
| TMFC | Buy | RBB FD INCmotley fol etf | $2,593,903 | -3.5% | 66,002 | +0.0% | 2.75% | +9.0% |
| XLK | Sell | SELECT SECTOR SPDR TRtechnology | $2,300,522 | -23.0% | 14,034 | -18.3% | 2.44% | -13.0% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $2,039,048 | +7.5% | 101,395 | +7.6% | 2.16% | +21.5% |
| AAPL | Sell | APPLE INC | $1,569,237 | -26.9% | 9,166 | -17.2% | 1.66% | -17.4% |
| VNLA | Buy | JANUS DETROIT STR TRhendrsn shrt etf | $1,531,005 | +60.3% | 31,916 | +59.7% | 1.62% | +81.1% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $1,474,956 | +11.3% | 78,517 | +12.3% | 1.56% | +25.8% |
| XLY | Sell | SELECT SECTOR SPDR TRsbi cons discr | $1,376,223 | -19.9% | 8,549 | -15.5% | 1.46% | -9.5% |
| IBDP | Sell | ISHARES TRibonds dec24 etf | $1,308,415 | -10.2% | 52,908 | -10.6% | 1.39% | +1.5% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $1,281,607 | -6.2% | 3,577 | -3.2% | 1.36% | +6.0% |
| XLF | Buy | SELECT SECTOR SPDR TRfinancial | $1,278,202 | +1.8% | 38,535 | +3.5% | 1.36% | +15.1% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $1,259,531 | -13.8% | 9,784 | -11.1% | 1.34% | -2.6% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $1,236,875 | -30.9% | 2,981 | -26.4% | 1.31% | -22.0% |
| IBDQ | Sell | ISHARES TRibonds dec25 etf | $1,217,864 | -13.8% | 49,974 | -13.8% | 1.29% | -2.6% |
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $1,188,667 | +10.2% | 28,809 | +15.4% | 1.26% | +24.6% |
| AMZN | Sell | AMAZON COM INC | $1,146,363 | -3.4% | 9,018 | -0.9% | 1.22% | +9.2% |
| DGRO | Sell | ISHARES TRcore div grwth | $1,141,907 | -15.3% | 23,055 | -11.9% | 1.21% | -4.3% |
| MSFT | Sell | MICROSOFT CORP | $1,136,921 | -24.3% | 3,601 | -18.4% | 1.20% | -14.5% |
| XLRE | Buy | SELECT SECTOR SPDR TRrl est sel sec | $1,117,529 | +13.9% | 32,801 | +26.0% | 1.18% | +28.7% |
| IBDR | Sell | ISHARES TRibonds dec2026 | $1,109,445 | -14.7% | 47,544 | -14.2% | 1.18% | -3.5% |
| NVDA | Buy | NVIDIA CORPORATION | $1,061,858 | +7.2% | 2,441 | +4.3% | 1.12% | +21.1% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $1,025,361 | +2.8% | 20,401 | +6.6% | 1.09% | +16.1% |
| QQQM | Buy | INVESCO EXCH TRADED FD TR IInasdaq 100 etf | $999,224 | +16.8% | 6,778 | +20.5% | 1.06% | +32.0% |
| BSCS | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $978,666 | +14.5% | 50,538 | +16.7% | 1.04% | +29.3% |
| XLC | Buy | SELECT SECTOR SPDR TR | $972,195 | +17.5% | 14,827 | +16.7% | 1.03% | +32.7% |
| IBDO | Sell | ISHARES TRibonds dec23 etf | $949,640 | -11.0% | 37,446 | -11.3% | 1.01% | +0.5% |
| IQLT | Sell | ISHARES TRmsci intl qualty | $899,220 | -6.2% | 26,755 | -0.6% | 0.95% | +6.0% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $895,870 | +11.4% | 47,818 | +13.1% | 0.95% | +25.9% |
| XLI | Buy | SELECT SECTOR SPDR TRindl | $885,332 | +3.2% | 8,733 | +9.2% | 0.94% | +16.5% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $881,676 | +9.0% | 13,887 | +14.4% | 0.93% | +23.1% |
| TSLA | Sell | TESLA INC | $876,037 | -4.7% | 3,501 | -0.3% | 0.93% | +7.7% |
| IBDS | Sell | ISHARES TRibonds 27 etf | $855,811 | -9.4% | 36,984 | -8.0% | 0.91% | +2.4% |
| FB | Sell | META PLATFORMS INCcl a | $849,295 | +2.9% | 2,829 | -1.7% | 0.90% | +16.3% |
| TTD | THE TRADE DESK INC | $799,496 | +1.2% | 10,230 | 0.0% | 0.85% | +14.3% | |
| VTV | Sell | VANGUARD INDEX FDSvalue etf | $789,368 | -3.2% | 5,723 | -0.3% | 0.84% | +9.4% |
| SPDW | Sell | SPDR INDEX SHS FDSportfolio devlpd | $788,461 | -8.9% | 25,426 | -4.4% | 0.84% | +3.0% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $674,447 | -1.6% | 5,154 | -10.0% | 0.72% | +11.2% |
| MRK | Sell | MERCK & CO INC | $662,232 | -22.0% | 6,433 | -12.5% | 0.70% | -11.8% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $660,362 | -8.4% | 7,306 | -17.8% | 0.70% | +3.6% |
| VUG | Sell | VANGUARD INDEX FDSgrowth etf | $660,077 | -13.0% | 2,424 | -9.6% | 0.70% | -1.5% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $642,566 | -5.5% | 19,141 | -3.2% | 0.68% | +6.9% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $619,323 | -35.8% | 10,447 | -33.9% | 0.66% | -27.5% |
| XMHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $615,319 | -14.7% | 7,640 | -14.5% | 0.65% | -3.6% |
| MFDX | Buy | PIMCO EQUITY SERrafi dyn multi | $613,935 | +26.3% | 22,696 | +31.5% | 0.65% | +42.8% |
| CVX | Buy | CHEVRON CORP NEW | $611,148 | +23.3% | 3,624 | +15.0% | 0.65% | +39.4% |
| JPSE | Buy | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $609,884 | +2.1% | 15,523 | +6.4% | 0.65% | +15.4% |
| XOM | Sell | EXXON MOBIL CORP | $602,076 | +4.0% | 5,121 | -5.1% | 0.64% | +17.5% |
| CSCO | Sell | CISCO SYS INC | $575,349 | +3.8% | 10,702 | -0.1% | 0.61% | +17.3% |
| VMBS | Sell | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $572,292 | -30.6% | 13,072 | -27.1% | 0.61% | -21.5% |
| EPS | Sell | WISDOMTREE TRus largecap fund | $567,120 | -6.0% | 12,396 | -4.0% | 0.60% | +6.2% |
| GSY | Sell | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $558,904 | -23.1% | 11,246 | -23.2% | 0.59% | -13.2% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $558,515 | +14.8% | 11,130 | +14.7% | 0.59% | +29.8% |
| Sell | AB ACTIVE ETFS INChigh yield etf | $556,343 | -4.1% | 15,987 | -2.6% | 0.59% | +8.5% | |
| SCHD | Buy | SCHWAB STRATEGIC TRus dividend eq | $537,467 | +9.7% | 7,596 | +12.6% | 0.57% | +23.9% |
| VHT | Sell | VANGUARD WORLD FDShealth car etf | $530,061 | -41.3% | 2,255 | -38.9% | 0.56% | -33.6% |
| DIA | Sell | SPDR DOW JONES INDL AVERAGEut ser 1 | $528,904 | -25.8% | 1,579 | -23.8% | 0.56% | -16.0% |
| NULG | Buy | NUSHARES ETF TRnuveen esg lrgcp | $514,683 | +4.0% | 8,582 | +7.8% | 0.54% | +17.5% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $507,347 | -20.2% | 13,749 | -16.1% | 0.54% | -9.9% |
| XYLD | Buy | GLOBAL X FDSs&p 500 covered | $503,463 | +4.7% | 12,946 | +10.5% | 0.53% | +18.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $501,343 | -8.8% | 6,671 | -8.2% | 0.53% | +2.9% |
| CRWD | Sell | CROWDSTRIKE HLDGS INCcl a | $497,790 | +12.4% | 2,974 | -1.4% | 0.53% | +27.2% |
| VV | Sell | VANGUARD INDEX FDSlarge cap etf | $494,452 | -42.1% | 2,527 | -40.0% | 0.52% | -34.5% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $491,318 | -10.7% | 8,357 | -4.6% | 0.52% | +1.0% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $473,605 | +11.3% | 3,592 | +2.1% | 0.50% | +25.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $459,071 | -22.6% | 1,311 | -24.6% | 0.49% | -12.4% |
| SNPS | Sell | SYNOPSYS INC | $457,590 | -1.8% | 997 | -6.8% | 0.48% | +11.0% |
| VRP | New | INVESCO EXCH TRADED FD TR IIvar rate pfd | $457,971 | – | 20,473 | +100.0% | 0.48% | – |
| SHYG | ISHARES TR0-5yr hi yl cp | $450,669 | -1.0% | 10,984 | 0.0% | 0.48% | +11.9% | |
| SPHY | New | SPDR SER TRportfli high yld | $441,532 | – | 19,693 | +100.0% | 0.47% | – |
| CRM | Sell | SALESFORCE INC | $437,194 | -9.3% | 2,156 | -5.5% | 0.46% | +2.4% |
| MA | MASTERCARD INCORPORATEDcl a | $434,641 | +0.7% | 1,098 | 0.0% | 0.46% | +13.8% | |
| XLP | Sell | SELECT SECTOR SPDR TRsbi cons stpls | $430,420 | -23.9% | 6,255 | -18.0% | 0.46% | -14.0% |
| UNH | Sell | UNITEDHEALTH GROUP INC | $425,635 | -8.1% | 844 | -12.4% | 0.45% | +3.9% |
| HUBS | Sell | HUBSPOT INC | $424,557 | -9.1% | 862 | -1.8% | 0.45% | +2.7% |
| V | Sell | VISA INC | $407,020 | -6.6% | 1,770 | -3.6% | 0.43% | +5.4% |
| BX | Sell | BLACKSTONE INC | $404,640 | +12.4% | 3,777 | -2.4% | 0.43% | +27.3% |
| QGRO | Sell | AMERICAN CENTY ETF TRus quality grow | $399,957 | -12.9% | 5,935 | -10.6% | 0.42% | -1.4% |
| XLB | Sell | SELECT SECTOR SPDR TRsbi materials | $398,541 | -5.6% | 5,074 | -0.4% | 0.42% | +6.6% |
| TIPX | New | SPDR SER TRbloomberg 1 10 y | $384,048 | – | 21,241 | +100.0% | 0.41% | – |
| FBND | Sell | FIDELITY MERRIMACK STR TRtotal bd etf | $382,496 | -8.0% | 8,781 | -4.0% | 0.40% | +3.8% |
| DE | Sell | DEERE & CO | $371,410 | -10.6% | 984 | -4.1% | 0.39% | +1.0% |
| NFLX | Buy | NETFLIX INC | $359,112 | +9.6% | 951 | +27.8% | 0.38% | +24.1% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $334,364 | -75.9% | 782 | -75.0% | 0.35% | -72.8% |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $330,532 | -21.0% | 1,587 | -16.5% | 0.35% | -10.7% |
| SCHG | New | SCHWAB STRATEGIC TRus lcap gr etf | $329,474 | – | 4,531 | +100.0% | 0.35% | – |
| VCIT | Sell | VANGUARD SCOTTSDALE FDSint-term corp | $322,732 | -11.7% | 4,248 | -8.2% | 0.34% | -0.3% |
| AVGO | Buy | BROADCOM INC | $320,706 | -0.1% | 386 | +4.3% | 0.34% | +13.0% |
| KO | Sell | COCA COLA CO | $319,383 | -28.0% | 5,705 | -22.5% | 0.34% | -18.8% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $318,096 | -11.6% | 8,508 | -5.2% | 0.34% | -0.3% |
| LECO | New | LINCOLN ELEC HLDGS INC | $318,315 | – | 1,751 | +100.0% | 0.34% | – |
| FLQM | Buy | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $317,378 | +10.8% | 7,388 | +15.8% | 0.34% | +24.9% |
| NOW | Buy | SERVICENOW INC | $316,377 | +1.6% | 566 | +2.2% | 0.34% | +14.7% |
| ABNB | Sell | AIRBNB INC | $313,654 | +5.8% | 2,286 | -1.1% | 0.33% | +19.4% |
| PFE | Sell | PFIZER INC | $310,926 | -36.7% | 9,374 | -30.0% | 0.33% | -28.4% |
| MOAT | New | VANECK ETF TRUSTmrngstr wde moat | $305,255 | – | 4,025 | +100.0% | 0.32% | – |
| IVV | Sell | ISHARES TRcore s&p500 etf | $303,577 | -56.4% | 707 | -54.7% | 0.32% | -50.6% |
| WMT | Sell | WALMART INC | $297,706 | -5.0% | 1,861 | -6.7% | 0.32% | +7.5% |
| VIS | Buy | VANGUARD WORLD FDSindustrial etf | $296,450 | -4.2% | 1,520 | +0.9% | 0.31% | +8.3% |
| DIS | Sell | DISNEY WALT CO | $288,400 | -10.4% | 3,558 | -1.3% | 0.31% | +1.3% |
| VFH | Sell | VANGUARD WORLD FDSfinancials etf | $288,380 | -36.2% | 3,590 | -35.5% | 0.31% | -27.8% |
| ULST | New | SSGA ACTIVE ETF TRult sht trm bd | $288,534 | – | 7,165 | +100.0% | 0.31% | – |
| AXON | Sell | AXON ENTERPRISE INC | $286,157 | -0.0% | 1,438 | -2.0% | 0.30% | +13.1% |
| IYW | Sell | ISHARES TRu.s. tech etf | $284,010 | -5.5% | 2,707 | -1.9% | 0.30% | +6.7% |
| IUSB | Buy | ISHARES TRcore total usd | $283,672 | +16.5% | 6,489 | +21.2% | 0.30% | +32.0% |
| VCR | Sell | VANGUARD WORLD FDSconsum dis etf | $279,077 | -47.8% | 1,036 | -45.1% | 0.30% | -40.9% |
| SHOP | Sell | SHOPIFY INCcl a | $273,998 | -16.3% | 5,021 | -0.9% | 0.29% | -5.5% |
| WPC | Sell | WP CAREY INC | $265,823 | -38.6% | 4,915 | -23.2% | 0.28% | -30.5% |
| SDOG | ALPS ETF TRsectr div dogs | $261,999 | -5.9% | 5,571 | 0.0% | 0.28% | +6.5% | |
| CMI | Buy | CUMMINS INC | $257,564 | -6.4% | 1,127 | +0.4% | 0.27% | +5.8% |
| BWA | Buy | BORGWARNER INC | $252,541 | -17.4% | 6,256 | +0.1% | 0.27% | -6.6% |
| NUEM | Buy | NUSHARES ETF TRnuveen esg emrgn | $251,610 | -3.0% | 9,596 | +1.0% | 0.27% | +9.9% |
| PINS | Sell | PINTEREST INCcl a | $244,841 | -2.5% | 9,058 | -1.4% | 0.26% | +10.2% |
| ADBE | Buy | ADOBE INC | $243,983 | +8.8% | 479 | +4.4% | 0.26% | +23.3% |
| IBDT | Sell | ISHARES TRibds dec28 etf | $242,250 | -23.5% | 10,081 | -22.0% | 0.26% | -13.5% |
| WBA | Buy | WALGREENS BOOTS ALLIANCE INC | $238,771 | -21.9% | 10,736 | +0.1% | 0.25% | -11.8% |
| AMAT | Buy | APPLIED MATLS INC | $238,209 | +0.1% | 1,721 | +4.6% | 0.25% | +13.0% |
| BSCT | Buy | INVESCO EXCH TRD SLF IDX FD | $230,699 | +8.3% | 13,164 | +10.9% | 0.24% | +22.0% |
| Buy | CION INVT CORP | $225,810 | +14.8% | 21,363 | +12.7% | 0.24% | +29.9% | |
| ANET | New | ARISTA NETWORKS INC | $219,427 | – | 1,193 | +100.0% | 0.23% | – |
| OVV | Sell | OVINTIV INC | $214,630 | -6.8% | 4,512 | -25.4% | 0.23% | +5.1% |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $209,239 | -5.9% | 4,255 | -1.0% | 0.22% | +6.2% |
| SBUX | Sell | STARBUCKS CORP | $208,486 | -22.5% | 2,284 | -15.9% | 0.22% | -12.3% |
| PG | Sell | PROCTER AND GAMBLE CO | $206,727 | -8.4% | 1,417 | -4.8% | 0.22% | +3.3% |
| ABBV | Sell | ABBVIE INC | $205,479 | -30.8% | 1,378 | -37.5% | 0.22% | -21.6% |
| DLN | Sell | WISDOMTREE TRus largecap divd | $204,107 | -15.6% | 3,319 | -12.7% | 0.22% | -4.8% |
| MELI | New | MERCADOLIBRE INC | $202,864 | – | 160 | +100.0% | 0.22% | – |
| BA | Sell | BOEING CO | $202,035 | -24.5% | 1,054 | -16.9% | 0.21% | -14.7% |
| JNJ | Sell | JOHNSON & JOHNSON | $201,173 | -29.8% | 1,292 | -25.4% | 0.21% | -20.8% |
| BBDC | Buy | BARINGS BDC INC | $175,944 | +14.0% | 19,747 | +0.3% | 0.19% | +28.3% |
| NOK | Buy | NOKIA CORPsponsored adr | $39,565 | -7.3% | 10,579 | +3.1% | 0.04% | +5.0% |
| PZG | New | PARAMOUNT GOLD NEV CORP | $5,676 | – | 20,000 | +100.0% | 0.01% | – |
| SPHQ | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $0 | – | -3,977 | -100.0% | -0.19% | – |
| TPR | Exit | TAPESTRY INC | $0 | – | -4,716 | -100.0% | -0.19% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -3,259 | -100.0% | -0.19% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -2,666 | -100.0% | -0.19% | – |
| EA | Exit | ELECTRONIC ARTS INC | $0 | – | -1,630 | -100.0% | -0.20% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -2,394 | -100.0% | -0.20% | – |
| BIV | Exit | VANGUARD BD INDEX FDSintermed term | $0 | – | -2,826 | -100.0% | -0.20% | – |
| ODFL | Exit | OLD DOMINION FREIGHT LINE IN | $0 | – | -584 | -100.0% | -0.20% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -1,170 | -100.0% | -0.20% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -1,568 | -100.0% | -0.20% | – |
| MTUM | Exit | ISHARES TRmsci usa mmentm | $0 | – | -1,520 | -100.0% | -0.21% | – |
| HEEM | Exit | ISHARES INCcur hd msci em | $0 | – | -9,036 | -100.0% | -0.21% | – |
| XLU | Exit | SELECT SECTOR SPDR TRsbi int-utils | $0 | – | -3,594 | -100.0% | -0.22% | – |
| SPSB | Exit | SPDR SER TRportfolio short | $0 | – | -8,703 | -100.0% | -0.24% | – |
| SRLN | Exit | SSGA ACTIVE ETF TRblackstone senr | $0 | – | -6,192 | -100.0% | -0.24% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -9,108 | -100.0% | -0.24% | – |
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -7,373 | -100.0% | -0.26% | – |
| CVS | Exit | CVS HEALTH CORP | $0 | – | -4,108 | -100.0% | -0.27% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -4,146 | -100.0% | -0.29% | – |
| BAR | Exit | GRANITESHARES GOLD TR | $0 | – | -17,444 | -100.0% | -0.31% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -4,737 | -100.0% | -0.31% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -5,175 | -100.0% | -0.34% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -5,407 | -100.0% | -0.38% | – |
| MGK | Exit | VANGUARD WORLD FDmega grwth ind | $0 | – | -2,394 | -100.0% | -0.53% | – |
| MGV | Exit | VANGUARD WORLD FDmega cap val etf | $0 | – | -6,131 | -100.0% | -0.60% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR SER TR | 7 | Q3 2023 | 5.1% |
| GLOBAL X FDS | 7 | Q3 2023 | 3.5% |
| INVESCO EXCH TRD SLF IDX FD | 7 | Q3 2023 | 3.3% |
| INVESCO EXCH TRD SLF IDX FD | 7 | Q3 2023 | 3.0% |
| SPDR SER TR | 7 | Q3 2023 | 4.0% |
| RBB FD INC | 7 | Q3 2023 | 2.7% |
| SELECT SECTOR SPDR TR | 7 | Q3 2023 | 2.8% |
| INVESCO EXCH TRD SLF IDX FD | 7 | Q3 2023 | 2.2% |
| APPLE INC | 7 | Q3 2023 | 2.0% |
| ISHARES TR | 7 | Q3 2023 | 1.8% |
View Redwood Financial Network Corp's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-11 |
View Redwood Financial Network Corp'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.