The Analysis of Rede Wealth, LLC's Holdings
Currently, Rede Wealth, LLC holds 109 types of securities in its portfolio with a total value $127.3M. In the most recent quarter, they have increased their positions in VEA (+211.0K shares, valued at $12.6M), TSLA (+23.1K shares, valued at $10.3M), VWO (+124.4K shares, valued at $6.7M); decreased their positions in BRK.A (-209 shares, valued at $157.6M), JNJ (-33.0K shares, valued at $6.1M), NVDA (-21.7K shares, valued at $4.0M); initiated new positions in VEA (+211.0K shares, valued at $12.6M), VWO (+124.4K shares, valued at $6.7M), DVY (+38.7K shares, valued at $5.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VEA Vanguard FTSE Developed Markets ETF (VEA)211.0K sharesnew addition2025-09-302025-10-29
TSLA Tesla Inc (TSLA)24.1K shares2162.42%2025-09-302025-10-29 AAPL Apple Inc (AAPL)41.8K shares-15.49%2025-09-302025-10-29 VWO Vanguard FTSE Emerging Markets ETF (VWO)124.4K sharesnew addition2025-09-302025-10-29 DVY iShares Select Dividend ETF (DVY)38.7K sharesnew addition2025-09-302025-10-29 MSFT Microsoft Corp (MSFT)10.5K shares21.87%2025-09-302025-10-29 IVV iShares Core S&P 500 ETF (IVV)6.8K shares-36.01%2025-09-302025-10-29 UBER Uber Technologies, Inc. (UBER)41.2K sharesnew addition2025-09-302025-10-29 EVMO Eaton Vance Mortgage Opportunities ETF (EVMO)63.7K sharesnew addition2025-09-302025-10-29 SCHP Schwab US TIPS ETF (SCHP)92.7K sharesnew addition2025-09-302025-10-29 IWB iShares Russell 1000 ETF (IWB)6.8K sharesnew addition2025-09-302025-10-29 XOM Exxon Mobil Corp (XOM)19.9K shares-0.97%2025-09-302025-10-29 GOOG Alphabet Inc (GOOG)8.9K sharesnew addition2025-09-302025-10-29 ABBV AbbVie Inc (ABBV)8.5K shares388.15%2025-09-302025-10-29 AMZN Amazon.Com Inc (AMZN)8.9K shares-65.48%2025-09-302025-10-29 NVDA Nvidia Corporation (NVDA)9.7K shares-69.05%2025-09-302025-10-29 BRK.B Berkshire Hathaway Inc (BRK-B)3.1K shares-66.07%2025-09-302025-10-29 VCSH Vanguard Short-Term Corporate Bond Index Fund (VCSH)19.1K sharesnew addition2025-09-302025-10-29 FREL Fidelity MSCI Real Estate ETF (FREL)51.8K sharesnew addition2025-09-302025-10-29 GOOGL Alphabet Inc (GOOGL)5.7K shares240.70%2025-09-302025-10-29 VOO Vanguard S&P 500 ETF (VOO)2.3K sharesnew addition2025-09-302025-10-29 APH Amphenol Corp (APH)9.5K sharesnew addition2025-09-302025-10-29 JPM JPMorgan Chase & Co (JPM)3.6K shares3.61%2025-09-302025-10-29 SPY SPDR S&P 500 ETF Trust (SPY)1.7K shares-66.16%2025-09-302025-10-29 KO The Coca-Cola Company (KO)16.9K shares200.41%2025-09-302025-10-29 ACLS Axcelis Technologies (ACLS)11.5K sharesnew addition2025-09-302025-10-29 ADP Automatic Data Processing Inc (ADP)3.8K shares55.86%2025-09-302025-10-29 ABT Abbott Laboratories (ABT)8.2K sharesnew addition2025-09-302025-10-29 PNC PNC Financial Services Group (PNC)5.3K sharesnew addition2025-09-302025-10-29 IBM International Business Machines Corporation (IBM)3.2K shares327.46%2025-09-302025-10-29 BRZE Braze Inc (BRZE)30.4K sharesnew addition2025-09-302025-10-29 VNQI Vanguard Global ex-US Real Estate ETF (VNQI)17.3K sharesnew addition2025-09-302025-10-29 WMT Walmart Inc (WMT)8.0K sharesnew addition2025-09-302025-10-29 JNJ Johnson & Johnson (JNJ)4.3K shares-88.36%2025-09-302025-10-29 VUG Vanguard Growth ETF (VUG)1.6K sharesnew addition2025-09-302025-10-29 BRK.A Berkshire Hathaway (BRK-A)1 shares-99.52%2025-09-302025-10-29 VO Vanguard Mid-Cap Index Fund ETF Shares (VO)2.5K sharesnew addition2025-09-302025-10-29 ORCL Oracle Corp (ORCL)2.6K sharesnew addition2025-09-302025-10-29 HD The Home Depot Inc (HD)1.7K sharesnew addition2025-09-302025-10-29 ADBE Adobe Inc (ADBE)1.9K sharesnew addition2025-09-302025-10-29 MTB M & T Bank Corp (MTB)3.4K sharesnew addition2025-09-302025-10-29 AVGO Broadcom Inc (AVGO)1.9K sharesnew addition2025-09-302025-10-29 IWF iShares TR Russell 1000 (IWF)1.3K sharesnew addition2025-09-302025-10-29 META Meta Platforms, Inc (META)770 shares168.29%2025-09-302025-10-29 CMCSA Comcast Corp (CMCSA)17.8K sharesnew addition2025-09-302025-10-29 VSS Vanguard FTSE All-World ex-US Small Capital Index ETF (VSS)3.9K sharesnew addition2025-09-302025-10-29 V Visa Inc (V)1.6K shares-28.86%2025-09-302025-10-29 SON Sonoco Products Co12.5K sharesnew addition2025-09-302025-10-29 APD Air Products & Chemicals Inc (APD)2.0K sharesnew addition2025-09-302025-10-29 LLY Eli Lilly And Co (LLY)639 sharesnew addition2025-09-302025-10-29 CNI Canadian National Railway (CNI)5.1K sharesnew addition2025-09-302025-10-29 QQQ Invesco QQQ Trust (QQQ)800 shares46.52%2025-09-302025-10-29 VYM Vanguard High Dividend Yield ETF (VYM)3.4K sharesnew addition2025-09-302025-10-29 NOBL ProShares S&P 500 Dividend Aristocrats ETF (NOBL)4.6K sharesnew addition2025-09-302025-10-29 PH Parker-Hannifin Corp (PH)591 sharesnew addition2025-09-302025-10-29 MRK Merck & Co Inc (MRK)5.3K sharesnew addition2025-09-302025-10-29 IWO iShares Russell 2000 Growth ETF (IWO)1.4K sharesnew addition2025-09-302025-10-29 VOE Vanguard Mid-Cap Value ETF (VOE)2.5K sharesnew addition2025-09-302025-10-29 GE General Electric (GE)1.4K sharesnew addition2025-09-302025-10-29 PDP Invesco DWA Momentum ETF (PDP)3.5K sharesnew addition2025-09-302025-10-29 PWB Invesco Dynamic Large Cap Growth ETF (PWB)3.3K sharesnew addition2025-09-302025-10-29 BKLN Invesco Senior Loan ETF (BKLN)19.5K sharesnew addition2025-09-302025-10-29 IJH iShares Core S&P Mid-Cap ETF (IJH)6.2K sharesnew addition2025-09-302025-10-29 VB Vanguard Small-Cap ETF (VB)1.5K shares-25.64%2025-09-302025-10-29 MCD McDonald's Corporation (MCD)1.3K shares-65.13%2025-09-302025-10-29 NFLX Netflix Inc (NFLX)319 shares-75.72%2025-09-302025-10-29 PM Philip Morris (PM)2.2K shares57.92%2025-09-302025-10-29 VTIP Vanguard Short Term Inflation Protected Securities ETF (VTIP)6.9K shares-80.57%2025-09-302025-10-29 COST Costco Wholesale (COST)374 sharesnew addition2025-09-302025-10-29 PLTR Palantir (PLTR)1.9K sharesnew addition2025-09-302025-10-29 FLOT iShares Floating Rate Bond ETF (FLOT)6.4K sharesnew addition2025-09-302025-10-29 GS Goldman Sachs Group (GS)406 sharesnew addition2025-09-302025-10-29 UL Unilever PLC (UL)5.3K sharesnew addition2025-09-302025-10-29 TDY Teledyne (TDY)534 sharesnew addition2025-09-302025-10-29 VZ Verizon Communications Inc (VZ)7.0K shares-59.98%2025-09-302025-10-29 AMGN Amgen Inc (AMGN)1.1K sharesnew addition2025-09-302025-10-29 WMB Williams Companies Inc (WMB)4.7K sharesnew addition2025-09-302025-10-29 MMM 3M Co (MMM)1.9K shares-16.08%2025-09-302025-10-29 UNH UnitedHealth Group Inc (UNH)849 shares-70.64%2025-09-302025-10-29 GD General Dynamics (GD)854 sharesnew addition2025-09-302025-10-29 AXP American Express Co (AXP)869 sharesnew addition2025-09-302025-10-29 SYK Stryker Corporation (SYK)775 sharesnew addition2025-09-302025-10-29 BMY Bristol-Myers Squibb Co (BMY)6.2K sharesnew addition2025-09-302025-10-29 NEE Nextera Energy Inc (NEE)3.6K sharesnew addition2025-09-302025-10-29 QCOM QUALCOMM Incorporated (QCOM)1.6K sharesnew addition2025-09-302025-10-29 COF Capital One (COF)1.2K sharesnew addition2025-09-302025-10-29 ACN Accenture Plc (ACN)1.0K sharesnew addition2025-09-302025-10-29 BR Broadridge Financial Solutions Inc (BR)1.1K sharesnew addition2025-09-302025-10-29 IJT iShares S&P Small-Cap 600 Growth ETF (IJT)1.8K sharesnew addition2025-09-302025-10-29 IJK iShares S&P Mid-Cap 400 Growth ETF (IJK)2.6K sharesnew addition2025-09-302025-10-29 IBKR Interactive Brokers (IBKR)3.5K sharesnew addition2025-09-302025-10-29 IBIT iShares Bitcoin Trust (IBIT)3.6K sharesnew addition2025-09-302025-10-29 GLD SPDR Gold Shares (GLD)660 sharesnew addition2025-09-302025-10-29 CDL VictoryShares US Large Cap High Div Volatility Wtd ETF (CDL)3.4K sharesnew addition2025-09-302025-10-29 BX Blackstone Group Inc (BX)1.3K sharesnew addition2025-09-302025-10-29 SONY Sony Group (SONY)7.7K sharesnew addition2025-09-302025-10-29 PG The Procter & Gamble Company (PG)1.4K shares-78.90%2025-09-302025-10-29 ZBRA Zebra Technologies Corp (ZBRA)722 sharesnew addition2025-09-302025-10-29 STX Seagate Technology (STX)900 sharesnew addition2025-09-302025-10-29 ICSH iShares Ultra Short-Term Bond ETF (ICSH)4.2K sharesnew addition2025-09-302025-10-29 WRB Berkley W R Corp Com (WRB)2.7K sharesnew addition2025-09-302025-10-29 MO Altria Group Inc (MO)3.1K sharesnew addition2025-09-302025-10-29 GEV GE Vernova Inc (GEV)335 sharesnew addition2025-09-302025-10-29 EW Edwards Lifesciences Corp (EW)2.6K sharesnew addition2025-09-302025-10-29 AMD Advanced Micro Devices Inc (AMD)1.3K sharesnew addition2025-09-302025-10-29 BLK BlackRock FNDG Inc174 shares-74.89%2025-09-302025-10-29 ATO Atmos Energy Corporation (ATO)1.2K sharesnew addition2025-09-302025-10-29 JEPI JPMorgan Equity Premium Income ETF (JEPI)3.5K sharesnew addition2025-09-302025-10-29 WFC Wells Fargo & Co (WFC)2.4K sharesnew addition2025-09-302025-10-29 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available