$88.2 Million is the total value of Redwood Wealth Management Group, LLC's 158 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 15.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | Sell | APPLE INC | $3,389,717 | +24.2% | 20,556 | -2.2% | 3.84% | +12.8% |
| SDY | Sell | SPDR SER TRs&p divid etf | $3,301,261 | -4.6% | 26,685 | -3.5% | 3.74% | -13.3% |
| MSFT | Sell | MICROSOFT CORP | $3,163,915 | +17.3% | 10,974 | -2.5% | 3.59% | +6.5% |
| IBM | Buy | INTERNATIONAL BUSINESS MACHS | $2,674,458 | -4.9% | 20,402 | +2.2% | 3.03% | -13.6% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $2,627,732 | +8.4% | 41,129 | -0.7% | 2.98% | -1.5% |
| XOM | EXXON MOBIL CORP | $2,605,412 | -0.6% | 23,759 | 0.0% | 2.95% | -9.7% | |
| KMI | Sell | KINDER MORGAN INC DEL | $2,410,541 | -4.6% | 137,667 | -1.5% | 2.73% | -13.3% |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $2,113,159 | -4.7% | 33,865 | -2.4% | 2.40% | -13.4% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,109,663 | +6.3% | 5,132 | -0.7% | 2.39% | -3.4% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $1,893,072 | +18.1% | 18,250 | +0.4% | 2.15% | +7.2% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $1,786,200 | +16.1% | 17,175 | -1.0% | 2.02% | +5.4% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $1,778,137 | +2.7% | 7,108 | -0.7% | 2.02% | -6.7% |
| MRK | Buy | MERCK & CO INC | $1,685,054 | -3.1% | 15,838 | +1.0% | 1.91% | -12.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,623,285 | +1.1% | 41,740 | +2.4% | 1.84% | -8.1% |
| ET | Buy | ENERGY TRANSFER L P | $1,585,326 | +10.2% | 127,131 | +4.9% | 1.80% | +0.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $1,504,845 | +1.5% | 15,562 | -0.7% | 1.71% | -7.8% |
| VEA | Buy | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $1,489,887 | +8.1% | 32,984 | +0.4% | 1.69% | -1.8% |
| PG | Sell | PROCTER AND GAMBLE CO | $1,267,149 | -6.0% | 8,522 | -4.2% | 1.44% | -14.6% |
| AVGO | Buy | BROADCOM INC | $1,053,790 | +16.7% | 1,643 | +1.7% | 1.20% | +6.0% |
| ENPH | Buy | ENPHASE ENERGY INC | $1,027,218 | +33.2% | 4,885 | +67.9% | 1.16% | +21.1% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $1,017,508 | +20.1% | 9,958 | +3.5% | 1.15% | +9.1% |
| MCD | Buy | MCDONALDS CORP | $976,957 | +8.1% | 3,494 | +1.8% | 1.11% | -1.8% |
| ABBV | Buy | ABBVIE INC | $935,978 | +1.7% | 5,873 | +3.1% | 1.06% | -7.7% |
| AON | AON PLC | $914,341 | +5.0% | 2,900 | 0.0% | 1.04% | -4.5% | |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $831,504 | -3.5% | 11,997 | +0.2% | 0.94% | -12.4% |
| AMD | Sell | ADVANCED MICRO DEVICES INC | $825,636 | +50.4% | 8,424 | -0.6% | 0.94% | +36.6% |
| QCOM | Sell | QUALCOMM INC | $804,647 | +14.8% | 6,307 | -1.1% | 0.91% | +4.2% |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $773,363 | -4.1% | 7,897 | -1.2% | 0.88% | -12.8% |
| PFE | Buy | PFIZER INC | $773,130 | -14.8% | 18,949 | +7.0% | 0.88% | -22.7% |
| VGSH | Sell | VANGUARD SCOTTSDALE FDSshort term treas | $754,112 | +0.5% | 12,882 | -0.7% | 0.86% | -8.7% |
| ENB | Sell | ENBRIDGE INC | $706,042 | -7.4% | 18,507 | -5.1% | 0.80% | -15.9% |
| NVDA | Sell | NVIDIA CORPORATION | $701,657 | +82.8% | 2,526 | -3.8% | 0.80% | +66.0% |
| CSCO | Buy | CISCO SYS INC | $699,778 | +14.6% | 13,386 | +4.4% | 0.79% | +4.1% |
| JNJ | Buy | JOHNSON & JOHNSON | $694,389 | -2.8% | 4,480 | +10.8% | 0.79% | -11.8% |
| MU | Buy | MICRON TECHNOLOGY INC | $674,239 | +21.5% | 11,174 | +0.7% | 0.76% | +10.4% |
| HIMX | Buy | HIMAX TECHNOLOGIES INCsponsored adr | $662,270 | +35.8% | 81,460 | +3.7% | 0.75% | +23.3% |
| CSX | Sell | CSX CORP | $650,087 | -5.5% | 21,713 | -2.3% | 0.74% | -14.2% |
| FTSM | Sell | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $642,232 | -11.3% | 10,792 | -11.4% | 0.73% | -19.5% |
| TSLA | TESLA INC | $640,844 | +68.4% | 3,089 | 0.0% | 0.73% | +52.8% | |
| DM | Buy | DESKTOP METAL INC | $629,733 | +80.6% | 273,797 | +6.8% | 0.71% | +64.1% |
| AMGN | Buy | AMGEN INC | $614,327 | -7.8% | 2,541 | +0.1% | 0.70% | -16.3% |
| CAT | Buy | CATERPILLAR INC | $608,943 | -1.9% | 2,661 | +2.7% | 0.69% | -11.0% |
| VLO | Buy | VALERO ENERGY CORP | $586,070 | +12.9% | 4,198 | +2.6% | 0.66% | +2.5% |
| TRP | Buy | TC ENERGY CORP | $584,273 | +35.7% | 15,016 | +39.0% | 0.66% | +23.3% |
| LLY | Buy | LILLY ELI & CO | $570,133 | -3.2% | 1,660 | +3.1% | 0.65% | -12.1% |
| AMZN | Buy | AMAZON COM INC | $549,296 | +25.9% | 5,318 | +2.4% | 0.62% | +14.5% |
| TTD | Sell | THE TRADE DESK INC | $547,581 | +32.2% | 8,990 | -2.7% | 0.62% | +20.1% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $541,919 | +0.6% | 7,109 | -0.8% | 0.61% | -8.6% |
| INDI | Buy | INDIE SEMICONDUCTOR INC | $529,083 | +84.3% | 50,150 | +1.8% | 0.60% | +67.6% |
| PEG | Sell | PUBLIC SVC ENTERPRISE GRP IN | $528,239 | -0.6% | 8,459 | -2.5% | 0.60% | -9.7% |
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $524,093 | +17.6% | 20,235 | +9.6% | 0.59% | +6.8% |
| RIO | Buy | RIO TINTO PLCsponsored adr | $523,986 | +25.5% | 7,638 | +30.3% | 0.59% | +14.0% |
| INGR | INGREDION INC | $518,823 | +3.9% | 5,100 | 0.0% | 0.59% | -5.6% | |
| CVS | Buy | CVS HEALTH CORP | $495,286 | -18.9% | 6,665 | +1.7% | 0.56% | -26.4% |
| T | Buy | AT&T INC | $455,902 | +9.5% | 23,683 | +4.7% | 0.52% | -0.6% |
| FSK | Buy | FS KKR CAP CORP | $448,723 | +6.5% | 24,255 | +0.7% | 0.51% | -3.2% |
| SQM | Buy | SOCIEDAD QUIMICA Y MINERA DEspon adr ser b | $444,533 | +55.1% | 5,484 | +52.8% | 0.50% | +40.8% |
| UMC | Sell | UNITED MICROELECTRONICS CORPspon adr new | $443,869 | -48.2% | 50,670 | -61.4% | 0.50% | -53.0% |
| COG | Buy | COTERRA ENERGY INC | $438,806 | +32.5% | 17,881 | +32.7% | 0.50% | +20.3% |
| EQT | Buy | EQT CORP | $432,333 | +47.6% | 13,548 | +56.5% | 0.49% | +34.2% |
| IWB | Sell | ISHARES TRrus 1000 etf | $431,090 | +4.6% | 1,914 | -2.2% | 0.49% | -4.9% |
| SCCO | Buy | SOUTHERN COPPER CORP | $428,541 | +26.3% | 5,620 | +0.0% | 0.49% | +14.9% |
| NIO | Buy | NIO INCspon ads | $413,169 | +18.8% | 39,312 | +10.2% | 0.47% | +7.8% |
| DTE | DTE ENERGY CO | $408,256 | -6.8% | 3,727 | 0.0% | 0.46% | -15.4% | |
| APD | AIR PRODS & CHEMS INC | $402,094 | -6.8% | 1,400 | 0.0% | 0.46% | -15.4% | |
| LMT | Buy | LOCKHEED MARTIN CORP | $395,917 | -2.4% | 838 | +0.5% | 0.45% | -11.3% |
| TTE | Buy | TOTALENERGIES SEsponsored ads | $392,210 | +2.9% | 6,642 | +8.1% | 0.44% | -6.5% |
| GS | GOLDMAN SACHS GROUP INC | $388,280 | -4.7% | 1,187 | 0.0% | 0.44% | -13.6% | |
| CL | COLGATE PALMOLIVE CO | $379,508 | -4.6% | 5,050 | 0.0% | 0.43% | -13.5% | |
| BNR | Buy | BURNING ROCK BIOTECH LTDsponsored ads | $370,681 | +39.0% | 131,915 | +11.3% | 0.42% | +26.1% |
| SDGR | Buy | SCHRODINGER INC | $367,382 | +43.5% | 13,953 | +1.9% | 0.42% | +30.0% |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $365,973 | +4.8% | 7,734 | -2.6% | 0.42% | -4.8% |
| AMAT | Buy | APPLIED MATLS INC | $360,091 | +26.1% | 2,932 | +0.0% | 0.41% | +14.6% |
| Buy | HF SINCLAIR CORP | $358,714 | +4.5% | 7,415 | +12.1% | 0.41% | -4.9% | |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $350,922 | +17.1% | 1,093 | -2.8% | 0.40% | +6.4% |
| BIDU | Sell | BAIDU INCspon adr rep a | $344,399 | +25.4% | 2,282 | -5.0% | 0.39% | +13.7% |
| CRNC | Buy | CERENCE INC | $337,810 | +54.2% | 12,026 | +1.7% | 0.38% | +40.3% |
| MRNA | Buy | MODERNA INC | $334,190 | -2.9% | 2,176 | +13.6% | 0.38% | -11.9% |
| PM | Sell | PHILIP MORRIS INTL INC | $331,307 | -4.5% | 3,407 | -0.6% | 0.38% | -13.2% |
| CAH | Sell | CARDINAL HEALTH INC | $330,790 | -2.0% | 4,381 | -0.2% | 0.38% | -10.9% |
| IWM | Sell | ISHARES TRrussell 2000 etf | $318,093 | +1.4% | 1,783 | -0.9% | 0.36% | -7.7% |
| ETN | Sell | EATON CORP PLC | $318,350 | -15.8% | 1,858 | -22.8% | 0.36% | -23.5% |
| PPL | Buy | PPL CORP | $315,083 | +49.2% | 11,338 | +56.9% | 0.36% | +35.2% |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $308,445 | -6.0% | 3,172 | 0.0% | 0.35% | -14.6% | |
| FB | New | META PLATFORMS INCcl a | $304,982 | – | 1,439 | +100.0% | 0.35% | – |
| UBER | Buy | UBER TECHNOLOGIES INC | $301,911 | +35.3% | 9,524 | +5.5% | 0.34% | +22.6% |
| WMT | Buy | WALMART INC | $300,076 | +11.7% | 2,035 | +7.4% | 0.34% | +1.5% |
| F | Buy | FORD MTR CO DEL | $289,181 | +45.8% | 22,951 | +34.6% | 0.33% | +32.3% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $287,586 | -6.0% | 3,472 | -0.7% | 0.33% | -14.7% |
| AY | Buy | ATLANTICA SUSTAINABLE INFR P | $287,737 | +15.9% | 9,734 | +1.6% | 0.33% | +5.2% |
| RGNX | Sell | REGENXBIO INC | $287,243 | -17.2% | 15,190 | -0.7% | 0.33% | -24.7% |
| PXD | New | PIONEER NAT RES CO | $284,098 | – | 1,391 | +100.0% | 0.32% | – |
| REGN | New | REGENERON PHARMACEUTICALS | $279,368 | – | 340 | +100.0% | 0.32% | – |
| TX | TERNIUM SAsponsored ads | $278,257 | +35.0% | 6,744 | 0.0% | 0.32% | +22.6% | |
| Buy | BERKSHIRE GREY INC | $274,612 | +158.1% | 198,994 | +13.0% | 0.31% | +133.8% | |
| BP | Buy | BP PLCsponsored adr | $273,167 | +32.6% | 7,200 | +22.0% | 0.31% | +20.6% |
| DQ | Sell | DAQO NEW ENERGY CORPspnsrd ads new | $271,250 | +18.3% | 5,791 | -2.5% | 0.31% | +7.7% |
| DIS | Sell | DISNEY WALT CO | $269,653 | +5.3% | 2,693 | -8.6% | 0.31% | -4.4% |
| OXY | Buy | OCCIDENTAL PETE CORP | $270,202 | -0.9% | 4,328 | +0.0% | 0.31% | -10.0% |
| BA | Sell | BOEING CO | $265,113 | +5.2% | 1,248 | -5.7% | 0.30% | -4.4% |
| SBUX | Sell | STARBUCKS CORP | $261,803 | +4.6% | 2,514 | -0.4% | 0.30% | -4.8% |
| OMFL | Sell | INVESCO EXCH TRD SLF IDX FDrusl 1000 dynm | $258,577 | +7.4% | 5,562 | -0.8% | 0.29% | -2.3% |
| PLTR | Buy | PALANTIR TECHNOLOGIES INCcl a | $257,472 | +37.6% | 30,470 | +4.5% | 0.29% | +24.8% |
| BX | Sell | BLACKSTONE INC | $256,932 | +10.8% | 2,925 | -6.4% | 0.29% | +0.7% |
| RMBS | New | RAMBUS INC DEL | $255,429 | – | 4,983 | +100.0% | 0.29% | – |
| NVS | Sell | NOVARTIS AGsponsored adr | $253,276 | -5.5% | 2,753 | -6.8% | 0.29% | -14.1% |
| TRTN | Sell | TRITON INTL LTDcl a | $250,294 | -10.3% | 3,959 | -2.4% | 0.28% | -18.4% |
| JPM | Buy | JPMORGAN CHASE & CO | $248,602 | -2.8% | 1,908 | +0.1% | 0.28% | -11.6% |
| CLX | CLOROX CO DEL | $244,827 | +12.8% | 1,547 | 0.0% | 0.28% | +2.6% | |
| WFC | New | WELLS FARGO CO NEW | $240,849 | – | 6,443 | +100.0% | 0.27% | – |
| SEDG | Buy | SOLAREDGE TECHNOLOGIES INC | $240,121 | +11.5% | 790 | +3.9% | 0.27% | +1.1% |
| BWA | New | BORGWARNER INC | $236,472 | – | 4,815 | +100.0% | 0.27% | – |
| DVN | Buy | DEVON ENERGY CORP NEW | $230,148 | +1.9% | 4,547 | +23.8% | 0.26% | -7.4% |
| BHP | New | BHP GROUP LTDsponsored ads | $227,005 | – | 3,580 | +100.0% | 0.26% | – |
| DOW | Buy | DOW INC | $225,293 | +8.9% | 4,110 | +0.1% | 0.26% | -1.2% |
| BTO | HANCOCK JOHN FINL OPPTYS FDsh ben int new | $223,828 | -8.3% | 7,329 | 0.0% | 0.25% | -16.7% | |
| CNP | New | CENTERPOINT ENERGY INC | $222,128 | – | 7,540 | +100.0% | 0.25% | – |
| QGEN | Sell | QIAGEN NV | $209,441 | -10.8% | 4,560 | -3.2% | 0.24% | -19.1% |
| CCI | Sell | CROWN CASTLE INC | $207,326 | -1.5% | 1,549 | -0.2% | 0.24% | -10.6% |
| JD | Sell | JD.COM INCspon adr cl a | $206,064 | -23.4% | 4,695 | -2.1% | 0.23% | -30.4% |
| V | New | VISA INC | $202,356 | – | 898 | +100.0% | 0.23% | – |
| ADI | New | ANALOG DEVICES INC | $202,044 | – | 1,024 | +100.0% | 0.23% | – |
| WTRG | ESSENTIAL UTILS INC | $200,634 | -8.5% | 4,596 | 0.0% | 0.23% | -17.2% | |
| EGY | New | VAALCO ENERGY INC | $196,602 | – | 43,400 | +100.0% | 0.22% | – |
| NYCB | Buy | NEW YORK CMNTY BANCORP INC | $183,965 | +7.0% | 20,350 | +1.8% | 0.21% | -2.8% |
| LX | Buy | LEXINFINTECH HLDGS LTDadr | $180,906 | +49.3% | 66,755 | +4.7% | 0.20% | +35.8% |
| VIPS | Buy | VIPSHOP HOLDINGS LIMITEDsponsored ads a | $161,318 | +16.8% | 10,627 | +4.9% | 0.18% | +6.4% |
| New | ENOVIX CORPORATION | $152,082 | – | 10,200 | +100.0% | 0.17% | – | |
| DTIL | Buy | PRECISION BIOSCIENCES INC | $137,204 | -34.0% | 182,065 | +4.2% | 0.16% | -40.0% |
| LAZR | Buy | LUMINAR TECHNOLOGIES INC | $130,546 | +41.8% | 20,115 | +8.1% | 0.15% | +28.7% |
| KPTI | Sell | KARYOPHARM THERAPEUTICS INC | $127,320 | +12.7% | 32,730 | -1.5% | 0.14% | +2.1% |
| AM | Buy | ANTERO MIDSTREAM CORP | $112,923 | -2.6% | 10,765 | +0.2% | 0.13% | -11.7% |
| CLSK | Buy | CLEANSPARK INC | $107,113 | +37.3% | 38,530 | +0.8% | 0.12% | +24.7% |
| PCT | PURECYCLE TECHNOLOGIES INC | $103,033 | +3.6% | 14,719 | 0.0% | 0.12% | -5.6% | |
| CMRE | Buy | COSTAMARE INC | $101,746 | +2.5% | 10,812 | +1.0% | 0.12% | -7.3% |
| SOFI | Buy | SOFI TECHNOLOGIES INC | $99,245 | +51.1% | 16,350 | +14.7% | 0.11% | +37.8% |
| Buy | ARGO BLOCKCHAIN PLCads | $91,441 | +57.9% | 54,755 | +2.1% | 0.10% | +44.4% | |
| Buy | GINKGO BIOWORKS HOLDINGS INC | $90,653 | -11.4% | 68,160 | +12.5% | 0.10% | -19.5% | |
| IQ | Sell | IQIYI INCsponsored ads | $79,825 | +20.6% | 10,965 | -12.2% | 0.09% | +8.4% |
| AKTS | AKOUSTIS TECHNOLOGIES INC | $77,508 | +9.2% | 25,165 | 0.0% | 0.09% | -1.1% | |
| NAT | Sell | NORDIC AMERICAN TANKERS LIMI | $76,006 | +16.3% | 19,193 | -10.2% | 0.09% | +4.9% |
| DNMR | DANIMER SCIENTIFIC INC | $68,824 | +92.7% | 19,949 | 0.0% | 0.08% | +73.3% | |
| Buy | IONQ INC | $67,638 | +79.9% | 10,998 | +0.9% | 0.08% | +63.8% | |
| ERIC | Buy | ERICSSONadr b sek 10 | $65,842 | +2.4% | 11,255 | +2.3% | 0.08% | -6.2% |
| SQFT | Buy | PRESIDIO PPTY TR INC | $60,809 | +10.8% | 58,952 | +2.0% | 0.07% | +1.5% |
| NVTA | Buy | INVITAE CORP | $60,757 | -20.0% | 45,005 | +10.2% | 0.07% | -27.4% |
| BTEGF | New | BAYTEX ENERGY CORP | $37,500 | – | 10,000 | +100.0% | 0.04% | – |
| Buy | BAKKT HOLDINGS INC | $35,683 | +49.8% | 20,746 | +3.7% | 0.04% | +33.3% | |
| New | TENAYA THERAPEUTICS INC | $31,635 | – | 11,100 | +100.0% | 0.04% | – | |
| TSHA | Buy | TAYSHA GENE THERAPIES INC | $30,109 | -62.6% | 37,750 | +6.0% | 0.03% | -66.0% |
| BSGM | BIOSIG TECHNOLOGIES INC | $21,660 | +171.4% | 19,000 | 0.0% | 0.02% | +150.0% | |
| New | KALEYRA INC | $20,981 | – | 12,716 | +100.0% | 0.02% | – | |
| FUBO | New | FUBOTV INC | $16,456 | – | 13,600 | +100.0% | 0.02% | – |
| TRIB | TRINITY BIOTECH PLCspon adr new | $15,933 | -5.1% | 16,950 | 0.0% | 0.02% | -14.3% | |
| AMRS | AMYRIS INC | $14,722 | -11.1% | 10,825 | 0.0% | 0.02% | -19.0% | |
| New | ARQIT QUANTUM INCordinary shares | $14,490 | – | 10,350 | +100.0% | 0.02% | – | |
| STRONGHOLD DIGITAL MINING IN | $13,783 | +29.4% | 22,230 | 0.0% | 0.02% | +23.1% | ||
| Buy | PRESIDIO PPTY TR INC*w exp 01/24/202 | $2,447 | -23.0% | 58,952 | +2.0% | 0.00% | -25.0% | |
| KLR | Exit | KALEYRA INC | $0 | – | -44,540 | -100.0% | -0.04% | – |
| KC | Exit | KINGSOFT CLOUD HLDGS LTDads | $0 | – | -12,590 | -100.0% | -0.06% | – |
| SMFG | Exit | SUMITOMO MITSUI FINL GROUP Isponsored adr | $0 | – | -19,087 | -100.0% | -0.19% | – |
| OIIM | Exit | O2MICRO INTERNATIONAL LIMITEspons adr | $0 | – | -45,792 | -100.0% | -0.26% | – |
| OKE | Exit | ONEOK INC NEW | $0 | – | -3,128 | -100.0% | -0.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-19
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.