Rede Wealth, LLC
CIK:0001842054
Investment Adviser
$313M AUM
106 holdings
Charlottesville, VA, USA
Rede Wealth, LLC is an SEC-registered investment adviser offering financial planning, investment management, and wealth management services.
Top Buys
N
NVDANVIDIA CORPORATION+$1.6M
C
COINCOINBASE GLOBAL INC+$1.4M
I
ITOTISHARES TR+$1.2M
M
MSFTMICROSOFT CORP+$1.0M
A
AMZNAMAZON COM INC+$747.1K
Top Sells
B
BRK-ABERKSHIRE HATHAWAY INC DEL-$14.6M
A
AAPLAPPLE INC-$863.2K
U
UNHUNITEDHEALTH GROUP INC-$765.6K
B
BRK-BBERKSHIRE HATHAWAY INC DEL-$620.4K
J
JNJJOHNSON & JOHNSON-$569.0K
Top Holdings
B
BRK-ABERKSHIRE HATHAWAY INC DEL+55.2%$153.0M
A
AAPLAPPLE INC+3.7%$10.2M
I
ITOTISHARES TR+3.5%$9.6M
I
IVVISHARES TR+2.4%$6.6M
J
JNJJOHNSON & JOHNSON+2.1%$5.7M
Equity Positions (106)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-A | BERKSHIRE HATHAWAY INC DEL | 55.25% | $153.0M | 210 | $691180.00 | $728800.00 | -$14.6M |
A AAPL | APPLE INC | 3.67% | $10.2M | 49,505 | $135.03 | $205.17 | -$863.2K |
I ITOT | ISHARES TR | 3.48% | $9.6M | 71,293 | $108.33 | $135.04 | +$1.2M |
I IVV | ISHARES TR | 2.37% | $6.6M | 10,552 | $406.74 | $620.90 | +$700.9K |
J JNJ | JOHNSON & JOHNSON | 2.06% | $5.7M | 37,314 | $157.44 | $152.75 | -$569.0K |
Industry Allocation
FIRE, MARINE & CASUALTY INSURANCE
+57.1%
ELECTRONIC COMPUTERS
+3.7%
SEMICONDUCTORS & RELATED DEVICES
+2.3%
PHARMACEUTICAL PREPARATIONS
+2.2%
RETAIL-CATALOG & MAIL-ORDER HOUSES
+2.0%