Redwood Wealth Management Group, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    medford, NJ
  • CIK
    0001963839
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

159

$205.09M
SCHWAB VALUE ADVANTAGE MONEY F, SNVXX, MSFT, Hon Hai Precision Inds ORD
13F-HR
Jan 27, 2025
000196383925000004

156

$201.66M
SCHWAB VALUE ADVANTAGE MONEY F, SNVXX, Hon Hai Precision Inds ORD, MSFT
13F-HR
Nov 13, 2024
000196383924000013

1,199

$132.79M
Hon Hai Precision Inds ORD, MSFT, AAPL, IBM
13F-HR
Aug 9, 2024
000203323224000002

111

$94.36M
MSFT, IBM, AAPL, KRE
13F-HR
May 7, 2024
000196383924000003

143

$90.19M
MSFT, AAPL, IBM, KRE
13F-HR
Jan 25, 2024
000196383924000001

144

$85.52M
MSFT, AAPL, KRE, IBM
13F-HR
Oct 18, 2023
000196383923000004

150

$90.18M
AAPL, MSFT, KRE, IBM
13F-HR
Jul 20, 2023
000196383923000003

158

$88.21M
AAPL, KRE, MSFT, IBM
13F-HR
Apr 19, 2023
000196383923000002

146

$80.13M
KRE, IBM, AAPL, MSFT
13F-HR
Feb 1, 2023
000196383923000001
Redwood Wealth Management Group, Llc 13F Filings