Redwood Wealth Management Group, LLC

Q4 2024 13F Holdings

  • Location
    medford, NJ
  • Num holdings

    159

  • Value ($000)

    $205,094

  • Date Filed
    01/27/2025
  • Form type
    13F-HR
  • CIK
    0001963839
  • 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
---

SCHWAB VALUE ADVANTAGE MONEY INVESTOR SHARES

MUTUAL FUND
808515605
$31.07M
15 %

31,073,682

SNVXX
SNVXX

SCHWAB GOVERNMENT MONEY INV

MUTUAL FUND
808515613
$14.00M
7 %

13,995,219

MSFT
MSFT

MICROSOFT CORP

EQUITY
594918104
$5.17M
3 %

12,260

---

HON HAI PRECISION ORDF

EQUITY
Y36861105
$4.70M
2 %

832,415

AAPL
AAPL

APPLE INC

EQUITY
037833100
$4.50M
2 %

18,002

IBM
IBM

IBM CORP

EQUITY
459200101
$4.24M
2 %

19,291

BPTRX
BPTRX

BARON PARTNERS RETAIL

MUTUAL FUND
06828M108
$4.21M
2 %

19,684

SNAXX
SNAXX

SCHWAB VALUE ADVANTAGE MONEY ULTRA SHARES

MUTUAL FUND
808515696
$4.10M
2 %

4,102,299

NVDA
NVDA

NVIDIA CORP

EQUITY
67066G104
$3.62M
2 %

26,930

ET
ET

ENERGY TRANSFER L P LP

EQUITY
29273V100
$3.57M
2 %

182,504

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