Sponsored

The Analysis of Rede Wealth, LLC's Holdings & P&L

Currently, Rede Wealth, LLC holds 108 types of securities in its portfolio with a total value $278.0M. In the most recent quarter, they have increased their positions in IDEV (+8.0K shares, valued at $666.5K), IVV (+887 shares, valued at $579.4K), ITOT (+2.8K shares, valued at $402.9K); decreased their positions in IAUM (-21.9K shares, valued at $1.0M), AGG (-3.7K shares, valued at $368.1K), SPHY (-13.1K shares, valued at $305.9K); initiated new positions in SLV (+3.7K shares, valued at $251.2K), MTZ (+695 shares, valued at $223.6K), XLP (+2.5K shares, valued at $208.7K).

1M P&L

+10.1M+3.69%

3M P&L

+5.2M+1.86%

HY P&L

+6.1M+2.20%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A212.2M

78.5%

2Consumer Electronics12.0M

4.4%

3Drug Manufacturers - General9.4M

3.5%

Top Industries by Stock Count

1N/A53 stocks

52.5%

2Oil & Gas Midstream3 stocks

3.0%

3Railroads3 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BRK.A BERKSHIRE HATHAWAY INC DEL208 shares0.00%2026-03-312026-04-10

AAPL APPLE INC47.1K shares-0.86%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON37.1K shares0.00%2026-03-312026-04-10

ITOT ISHARES TR60.5K shares4.91%2026-03-312026-04-10

IVV ISHARES TR11.8K shares8.13%2026-03-312026-04-10

AMZN AMAZON COM INC23.5K shares-3.73%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.0K shares-0.72%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T5.2K shares-0.06%2026-03-312026-04-10

Sponsored

VTEB VANGUARD MUN BD FDS66.9K shares-0.58%2026-03-312026-04-10

MSFT MICROSOFT CORP8.3K shares0.24%2026-03-312026-04-10

XOM EXXON MOBIL CORP17.6K shares0.00%2026-03-312026-04-10

SPYG SPDR SERIES TRUST26.6K shares1.68%2026-03-312026-04-10

QQQM INVESCO EXCH TRADED FD TR II10.8K shares11.03%2026-03-312026-04-10

AMAT APPLIED MATLS INC7.3K shares0.00%2026-03-312026-04-10

NVDA NVIDIA CORPORATION14.2K shares-0.14%2026-03-312026-04-10

IXUS ISHARES TR26.2K shares-10.33%2026-03-312026-04-10

Sponsored

DYNF BLACKROCK ETF TRUST31.4K shares-14.33%2026-03-312026-04-10

SCHR SCHWAB STRATEGIC TR70.5K shares-3.13%2026-03-312026-04-10

VTIP VANGUARD MALVERN FDS33.2K shares16.80%2026-03-312026-04-10

FBND FIDELITY MERRIMACK STR TR34.0K shares-7.13%2026-03-312026-04-10

IDEV ISHARES TR17.0K shares88.42%2026-03-312026-04-10

COIN COINBASE GLOBAL INC8.1K shares0.38%2026-03-312026-04-10

SCHA SCHWAB STRATEGIC TR47.3K shares8.88%2026-03-312026-04-10

IMCB ISHARES TR15.7K shares38.26%2026-03-312026-04-10

Sponsored

NFLX NETFLIX INC.12.8K shares-0.02%2026-03-312026-04-10

SCHO SCHWAB STRATEGIC TR47.6K shares25.51%2026-03-312026-04-10

VTV VANGUARD INDEX FDS5.8K shares5.14%2026-03-312026-04-10

MCD MCDONALDS CORP3.6K shares0.00%2026-03-312026-04-10

EZBC FRANKLIN TEMPLETON DIGITAL H27.9K shares31.17%2026-03-312026-04-10

SPHY SPDR SERIES TRUST45.7K shares-22.32%2026-03-312026-04-10

ETH GRAYSCALE ETHEREUM STAKING53.3K shares50.77%2026-03-312026-04-10

AGG ISHARES TR10.3K shares-26.52%2026-03-312026-04-10

Sponsored

JPM JPMORGAN CHASE & CO3.3K shares0.00%2026-03-312026-04-10

EMXC ISHARES INC11.9K shares45.42%2026-03-312026-04-10

IAUM ISHARES GOLD TR19.7K shares-52.69%2026-03-312026-04-10

PG PROCTER & GAMBLE CO6.3K shares0.11%2026-03-312026-04-10

IYW ISHARES TR4.9K shares0.00%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L23.3K shares0.32%2026-03-312026-04-10

HYMB SPDR SERIES TRUST34.7K shares9.26%2026-03-312026-04-10

SCHM SCHWAB STRATEGIC TR26.6K shares-23.10%2026-03-312026-04-10

Sponsored

SCHX SCHWAB STRATEGIC TR31.8K shares0.00%2026-03-312026-04-10

SPEM SPDR INDEX SHS FDS17.2K shares-0.53%2026-03-312026-04-10

GLW CORNING INC5.9K shares0.00%2026-03-312026-04-10

DSI ISHARES TR5.8K shares-13.48%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC2.6K shares-2.48%2026-03-312026-04-10

NSC NORFOLK SOUTHN CORP2.4K shares0.00%2026-03-312026-04-10

T AT&T INC23.0K shares0.00%2026-03-312026-04-10

BLACKROCK INC BLACKROCK INC693 shares0.00%2026-03-312026-04-10

Sponsored

SHOP SHOPIFY INC5.3K shares0.00%2026-03-312026-04-10

ASML ASML HLDG NV464 shares0.43%2026-03-312026-04-10

AON PLC AON PLC1.9K shares0.00%2026-03-312026-04-10

MA MASTERCARD INCORPORATED1.2K shares0.08%2026-03-312026-04-10

RTX RTX CORPORATION3.1K shares0.00%2026-03-312026-04-10

PDBC INVESCO ACTVELY MNGD ETC FD32.6K shares-18.34%2026-03-312026-04-10

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II7.6K shares-9.89%2026-03-312026-04-10

CB CHUBB LTD SWITZ1.7K shares0.00%2026-03-312026-04-10

Sponsored

SUB ISHARES TR5.2K shares7.62%2026-03-312026-04-10

CSX CSX CORP13.3K shares0.00%2026-03-312026-04-10

VB VANGUARD INDEX FDS2.0K shares5.05%2026-03-312026-04-10

NULG NUSHARES ETF TR5.4K shares-9.88%2026-03-312026-04-10

CVX CHEVRON CORPORATION2.3K shares0.04%2026-03-312026-04-10

CAT CATERPILLAR INC646 shares0.00%2026-03-312026-04-10

SCHF SCHWAB STRATEGIC TR18.5K shares0.95%2026-03-312026-04-10

ADP AUTOMATIC DATA PROCESSING IN2.2K shares0.00%2026-03-312026-04-10

Sponsored

ISTB ISHARES TR9.3K shares55.01%2026-03-312026-04-10

IEI ISHARES TR3.7K shares-29.49%2026-03-312026-04-10

PAA PLAINS ALL AMERN PIPELINE L19.3K shares-6.93%2026-03-312026-04-10

BNDX VANGUARD CHARLOTTE FDS8.6K shares10.11%2026-03-312026-04-10

TFC TRUIST FINL CORP9.0K shares0.03%2026-03-312026-04-10

KO COCA COLA CO5.3K shares0.00%2026-03-312026-04-10

ALPHABET INC ALPHABET INC1.4K shares1.46%2026-03-312026-04-10

V VISA INC1.3K shares-40.89%2026-03-312026-04-10

Sponsored

UNP UNION PAC CORP1.6K shares0.00%2026-03-312026-04-10

FDX FEDEX CORP1.0K shares0.49%2026-03-312026-04-10

ABBV ABBVIE INC1.7K shares0.24%2026-03-312026-04-10

SBUX STARBUCKS CORP4.0K shares-3.75%2026-03-312026-04-10

MBB ISHARES TR3.6K shares-0.41%2026-03-312026-04-10

EATON CORP PLC EATON CORP PLC950 shares0.00%2026-03-312026-04-10

MMM 3M CO2.3K shares0.00%2026-03-312026-04-10

BIL SPDR SERIES TRUST3.5K shares-0.37%2026-03-312026-04-10

Sponsored

ESGU ISHARES TR2.2K shares0.00%2026-03-312026-04-10

IGSB ISHARES TR6.0K shares11.01%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC6.1K shares0.00%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR524 shares-3.32%2026-03-312026-04-10

MDLZ MONDELEZ INTL INC5.2K shares0.13%2026-03-312026-04-10

MTUM ISHARES TR1.3K shares-1.96%2026-03-312026-04-10

IMCG ISHARES TR3.8K shares0.00%2026-03-312026-04-10

EQAL INVESCO EXCH TRADED FD TR II5.4K shares-0.30%2026-03-312026-04-10

Sponsored

OKE ONEOK INC NEW3.3K shares0.00%2026-03-312026-04-10

TSLA TESLA INC789 shares-10.54%2026-03-312026-04-10

CSCO CISCO SYS INC3.6K shares-22.29%2026-03-312026-04-10

QQEW FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-03-312026-04-10

PWR QUANTA SVCS INC500 shares0.00%2026-03-312026-04-10

DIS DISNEY WALT CO2.8K shares0.04%2026-03-312026-04-10

NULV NUSHARES ETF TR5.8K shares2.23%2026-03-312026-04-10

HXL HEXCEL CORP NEW3.2K shares0.06%2026-03-312026-04-10

Sponsored

BK BANK NEW YORK MELLON CORP2.1K shares0.09%2026-03-312026-04-10

SLV ISHARES SILVER TR3.7K sharesnew addition2026-03-312026-04-10

IDU ISHARES TR2.1K shares0.00%2026-03-312026-04-10

TSM TAIWAN SEMICONDUCTOR MANUFAC700 shares0.00%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC1.4K shares0.00%2026-03-312026-04-10

IEF ISHARES TR2.4K shares-0.25%2026-03-312026-04-10

HODL VANECK BITCOIN ETF11.9K shares-16.50%2026-03-312026-04-10

MTZ MASTEC INC695 sharesnew addition2026-03-312026-04-10

Sponsored

XJH ISHARES TR4.6K shares-10.38%2026-03-312026-04-10

XLP SELECT SECTOR SPDR TR2.5K sharesnew addition2026-03-312026-04-10

ALL ALLSTATE CORP1.0K shares0.00%2026-03-312026-04-10

ESGD ISHARES TR2.1K shares-39.61%2026-03-312026-04-10

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares208

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-0.86%

Shares47.1K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

0.00%

Shares37.1K

Event2026-03-31

Filed2026-04-10

ITOT

ISHARES TR

4.91%

Shares60.5K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

8.13%

Shares11.8K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-3.73%

Shares23.5K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-0.72%

Shares10.0K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

-0.06%

Shares5.2K

Event2026-03-31

Filed2026-04-10

VTEB

VANGUARD MUN BD FDS

-0.58%

Shares66.9K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

0.24%

Shares8.3K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-10

SPYG

SPDR SERIES TRUST

1.68%

Shares26.6K

Event2026-03-31

Filed2026-04-10

QQQM

INVESCO EXCH TRADED FD TR II

11.03%

Shares10.8K

Event2026-03-31

Filed2026-04-10

AMAT

APPLIED MATLS INC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-0.14%

Shares14.2K

Event2026-03-31

Filed2026-04-10

IXUS

ISHARES TR

-10.33%

Shares26.2K

Event2026-03-31

Filed2026-04-10

DYNF

BLACKROCK ETF TRUST

-14.33%

Shares31.4K

Event2026-03-31

Filed2026-04-10

SCHR

SCHWAB STRATEGIC TR

-3.13%

Shares70.5K

Event2026-03-31

Filed2026-04-10

VTIP

VANGUARD MALVERN FDS

16.80%

Shares33.2K

Event2026-03-31

Filed2026-04-10

FBND

FIDELITY MERRIMACK STR TR

-7.13%

Shares34.0K

Event2026-03-31

Filed2026-04-10

IDEV

ISHARES TR

88.42%

Shares17.0K

Event2026-03-31

Filed2026-04-10

COIN

COINBASE GLOBAL INC

0.38%

Shares8.1K

Event2026-03-31

Filed2026-04-10

SCHA

SCHWAB STRATEGIC TR

8.88%

Shares47.3K

Event2026-03-31

Filed2026-04-10

IMCB

ISHARES TR

38.26%

Shares15.7K

Event2026-03-31

Filed2026-04-10

NFLX

NETFLIX INC.

-0.02%

Shares12.8K

Event2026-03-31

Filed2026-04-10

SCHO

SCHWAB STRATEGIC TR

25.51%

Shares47.6K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

5.14%

Shares5.8K

Event2026-03-31

Filed2026-04-10

MCD

MCDONALDS CORP

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-10

EZBC

FRANKLIN TEMPLETON DIGITAL H

31.17%

Shares27.9K

Event2026-03-31

Filed2026-04-10

SPHY

SPDR SERIES TRUST

-22.32%

Shares45.7K

Event2026-03-31

Filed2026-04-10

ETH

GRAYSCALE ETHEREUM STAKING

50.77%

Shares53.3K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

-26.52%

Shares10.3K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-10

EMXC

ISHARES INC

45.42%

Shares11.9K

Event2026-03-31

Filed2026-04-10

IAUM

ISHARES GOLD TR

-52.69%

Shares19.7K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

0.11%

Shares6.3K

Event2026-03-31

Filed2026-04-10

IYW

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-10

EPD

ENTERPRISE PRODS PARTNERS L

0.32%

Shares23.3K

Event2026-03-31

Filed2026-04-10

HYMB

SPDR SERIES TRUST

9.26%

Shares34.7K

Event2026-03-31

Filed2026-04-10

SCHM

SCHWAB STRATEGIC TR

-23.10%

Shares26.6K

Event2026-03-31

Filed2026-04-10

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares31.8K

Event2026-03-31

Filed2026-04-10

SPEM

SPDR INDEX SHS FDS

-0.53%

Shares17.2K

Event2026-03-31

Filed2026-04-10

GLW

CORNING INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-10

DSI

ISHARES TR

-13.48%

Shares5.8K

Event2026-03-31

Filed2026-04-10

UNH

UNITEDHEALTH GROUP INC

-2.48%

Shares2.6K

Event2026-03-31

Filed2026-04-10

NSC

NORFOLK SOUTHN CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-10

AT&T INC

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-10

BLACKROCK INC

0.00%

Shares693

Event2026-03-31

Filed2026-04-10

SHOP

SHOPIFY INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-10

ASML

ASML HLDG NV

0.43%

Shares464

Event2026-03-31

Filed2026-04-10

AON PLC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-10

MASTERCARD INCORPORATED

0.08%

Shares1.2K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-10

PDBC

INVESCO ACTVELY MNGD ETC FD

-18.34%

Shares32.6K

Event2026-03-31

Filed2026-04-10

INVESCO EXCH TRADED FD TR II

-9.89%

Shares7.6K

Event2026-03-31

Filed2026-04-10

CHUBB LTD SWITZ

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-10

SUB

ISHARES TR

7.62%

Shares5.2K

Event2026-03-31

Filed2026-04-10

CSX

CSX CORP

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

5.05%

Shares2.0K

Event2026-03-31

Filed2026-04-10

NULG

NUSHARES ETF TR

-9.88%

Shares5.4K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

0.00%

Shares646

Event2026-03-31

Filed2026-04-10

SCHF

SCHWAB STRATEGIC TR

0.95%

Shares18.5K

Event2026-03-31

Filed2026-04-10

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-10

ISTB

ISHARES TR

55.01%

Shares9.3K

Event2026-03-31

Filed2026-04-10

IEI

ISHARES TR

-29.49%

Shares3.7K

Event2026-03-31

Filed2026-04-10

PAA

PLAINS ALL AMERN PIPELINE L

-6.93%

Shares19.3K

Event2026-03-31

Filed2026-04-10

BNDX

VANGUARD CHARLOTTE FDS

10.11%

Shares8.6K

Event2026-03-31

Filed2026-04-10

TFC

TRUIST FINL CORP

0.03%

Shares9.0K

Event2026-03-31

Filed2026-04-10

COCA COLA CO

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

1.46%

Shares1.4K

Event2026-03-31

Filed2026-04-10

VISA INC

-40.89%

Shares1.3K

Event2026-03-31

Filed2026-04-10

UNP

UNION PAC CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-10

FDX

FEDEX CORP

0.49%

Shares1.0K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

0.24%

Shares1.7K

Event2026-03-31

Filed2026-04-10

SBUX

STARBUCKS CORP

-3.75%

Shares4.0K

Event2026-03-31

Filed2026-04-10

MBB

ISHARES TR

-0.41%

Shares3.6K

Event2026-03-31

Filed2026-04-10

EATON CORP PLC

0.00%

Shares950

Event2026-03-31

Filed2026-04-10

MMM

3M CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-10

BIL

SPDR SERIES TRUST

-0.37%

Shares3.5K

Event2026-03-31

Filed2026-04-10

ESGU

ISHARES TR

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-10

IGSB

ISHARES TR

11.01%

Shares6.0K

Event2026-03-31

Filed2026-04-10

VERIZON COMMUNICATIONS INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-3.32%

Shares524

Event2026-03-31

Filed2026-04-10

MDLZ

MONDELEZ INTL INC

0.13%

Shares5.2K

Event2026-03-31

Filed2026-04-10

MTUM

ISHARES TR

-1.96%

Shares1.3K

Event2026-03-31

Filed2026-04-10

IMCG

ISHARES TR

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-10

EQAL

INVESCO EXCH TRADED FD TR II

-0.30%

Shares5.4K

Event2026-03-31

Filed2026-04-10

OKE

ONEOK INC NEW

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

-10.54%

Shares789

Event2026-03-31

Filed2026-04-10

CSCO

CISCO SYS INC

-22.29%

Shares3.6K

Event2026-03-31

Filed2026-04-10

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-10

PWR

QUANTA SVCS INC

0.00%

Shares500

Event2026-03-31

Filed2026-04-10

DIS

DISNEY WALT CO

0.04%

Shares2.8K

Event2026-03-31

Filed2026-04-10

NULV

NUSHARES ETF TR

2.23%

Shares5.8K

Event2026-03-31

Filed2026-04-10

HXL

HEXCEL CORP NEW

0.06%

Shares3.2K

Event2026-03-31

Filed2026-04-10

BANK NEW YORK MELLON CORP

0.09%

Shares2.1K

Event2026-03-31

Filed2026-04-10

SLV

ISHARES SILVER TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-10

IDU

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-10

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares700

Event2026-03-31

Filed2026-04-10

PHILIP MORRIS INTL INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-10

IEF

ISHARES TR

-0.25%

Shares2.4K

Event2026-03-31

Filed2026-04-10

HODL

VANECK BITCOIN ETF

-16.50%

Shares11.9K

Event2026-03-31

Filed2026-04-10

MTZ

MASTEC INC

New

Shares695

Event2026-03-31

Filed2026-04-10

XJH

ISHARES TR

-10.38%

Shares4.6K

Event2026-03-31

Filed2026-04-10

XLP

SELECT SECTOR SPDR TR

New

Shares2.5K

Event2026-03-31

Filed2026-04-10

ALL

ALLSTATE CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-10

ESGD

ISHARES TR

-39.61%

Shares2.1K

Event2026-03-31

Filed2026-04-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available