$80.1 Million is the total value of Redwood Wealth Management Group, LLC's 146 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-01
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 | 2024-05-07 |
| 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.