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Redwood Wealth Management Group, LLC
Redwood Wealth Management Group, LLC is a SEC-registered investment adviser headquartered in Medford, New Jersey. The firm primarily serves individual investors, families, and small institutions. Founded in 2010, Redwood maintains a staff of 7 employees focused on wealth planning, investment management, and advisory services.
Investment Strategy
Redwood Wealth Management Group, LLC focuses on personalized investment advisory services, crafting tailored portfolios for clients based on their goals, risk tolerance, and timelines. Their approach emphasizes diversified asset allocation, long-term planning, and periodic review. The firm leverages both traditional and alternative investment instruments to help clients achieve financial stability and growth.
Latest 13F Filing Activity
Redwood Wealth Management Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 136 equity positions with a total 13F market value of $223M. The fund increased holdings in Broadcom Inc., Ishares 20 Plus Year Treasury Bond Etf, Nvidia Corporation among other positions. Redwood Wealth Management Group, LLC reduced exposure to Nucor Corp., Apple Inc., Enphase Energy Inc. among others.
Top Holdings
Equity Positions (136)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corporation | 2.73% | $6.1M | 12,217 | $264.83 | $497.41 | +$1.5M |
I IBM | International Business Machines Corporation | 2.52% | $5.6M | 19,002 | $140.59 | $294.78 | +$867.9K |
N NVDA | NVIDIA Corporation | 2.26% | $5.0M | 31,878 | $36.53 | $157.99 | +$1.7M |
G GRNY | NextEra Energy Partners, LP | 2.24% | $5.0M | 219,537 | $18.63 | $22.68 | +$1.1M |
A AVGO | Broadcom Inc | 2.01% | $4.5M | 16,240 | $88.41 | $275.65 | +$1.8M |
Industry Allocation
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