Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 4 | Q3 2023 | 4.4% |
MICROSOFT CORP | 4 | Q3 2023 | 4.2% |
SPDR SER TR | 4 | Q3 2023 | 4.3% |
INTERNATIONAL BUSINESS MACHS | 4 | Q3 2023 | 3.5% |
EXXON MOBIL CORP | 4 | Q3 2023 | 3.3% |
ISHARES TR | 4 | Q3 2023 | 3.0% |
KINDER MORGAN INC DEL | 4 | Q3 2023 | 3.2% |
ISHARES TR | 4 | Q3 2023 | 3.0% |
INVESCO EXCH TRADED FD TR II | 4 | Q3 2023 | 2.8% |
ALPHABET INC | 4 | Q3 2023 | 2.8% |
View Redwood Wealth Management Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-25 |
13F-HR | 2023-10-18 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-19 |
13F-HR | 2023-02-01 |
View Redwood Wealth Management Group, 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.