Red Door Wealth Management, LLC

Q4 2024 13F Holdings

  • Location
    memphis, TN
  • Num holdings

    227

  • Value ($000)

    $653,243

  • Date Filed
    01/17/2025
  • Form type
    13F-HR
  • CIK
    0001783599
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$36.04M
6 %

79,500

AAPL
AAPL

APPLE INC

COM
037833100
$34.28M
5 %

136,889

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$30.85M
5 %

229,727

SCHX
SCHX

SCHWAB STRATEGIC TR

US LRG CAP ETF
808524201
$29.32M
5 %

1,264,776

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$25.03M
4 %

59,388

AMZN
AMZN

AMAZON COM INC

COM
023135106
$23.33M
4 %

106,358

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$18.36M
3 %

96,385

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$16.70M
3 %

69,670

COST
COST

COSTCO WHSL CORP NEW

COM
22160K105
$12.70M
2 %

13,857

WMT
WMT

WALMART INC

COM
931142103
$12.36M
2 %

136,850

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