Redwood Wealth Management Group, LLC
CIK:0001963839
Investment Adviser
$0 AUM
179 holdings
Medford, NJ, US
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.
Top Buys
A
AVGOBroadcom Inc+$1.8M
T
TLTiShares 20 plus Year Treasury Bond ETF+$1.7M
N
NVDANVIDIA Corporation+$1.7M
M
MSFTMicrosoft Corporation+$1.5M
P
PLTRPalantir Technologies Inc.+$1.1M
Top Sells
N
NUNUCOR CORP-$1.5M
A
AAPLApple Inc.-$497.1K
E
ENPHENPHASE ENERGY INC-$316.4K
X
XOMExxon Mobil Corporation-$307.1K
S
SILASILO PHARMA INC-$223.0K
Top Holdings
M
MSFTMicrosoft Corporation+2.7%$6.1M
I
IBMInternational Business Machines Corporation+2.5%$5.6M
N
NVDANVIDIA Corporation+2.3%$5.0M
G
GRNYNextEra Energy Partners, LP+2.2%$5.0M
A
AVGOBroadcom Inc+2.0%$4.5M
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
SEMICONDUCTORS & RELATED DEVICES
+6.9%
SERVICES-PREPACKAGED SOFTWARE
+5.8%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.1%
NATURAL GAS TRANSMISSION
+3.3%
PHARMACEUTICAL PREPARATIONS
+2.9%