Rede Wealth, LLC

Q4 2024 13F Holdings

  • Location
    charlottesville, VA
  • Num holdings

    102

  • Value ($000)

    $261,005

  • Date Filed
    01/28/2025
  • Form type
    13F-HR
  • CIK
    0001842054
  • 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.A
BRK.A

BERKSHIRE HATHAWAY INC DEL

CL A NEW
084670108
$142.99M
55 %

210

AAPL
AAPL

APPLE INC

COM
037833100
$12.44M
5 %

49,670

ITOT
ITOT

ISHARES TR

CORE S&P TTL STK
464287150
$8.65M
3 %

67,220

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$6.12M
2 %

10,398

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.66M
2 %

25,778

JNJ
JNJ

JOHNSON & JOHNSON

COM
478160104
$5.53M
2 %

38,258

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$4.36M
2 %

9,621

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$4.17M
2 %

31,072

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$3.63M
1 %

8,613

SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
78462F103
$3.08M
1 %

5,249

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