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The Analysis of REDSTONE WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, REDSTONE WEALTH MANAGEMENT, LLC holds 43 types of securities in its portfolio with a total value $125.5M. In the most recent quarter, they have increased their positions in DFIV (+63.8K shares, valued at $3.4M), PIZ (+64.6K shares, valued at $3.2M), N/A (+2.1K shares, valued at $663.6K); decreased their positions in IWY (-23.4K shares, valued at $5.8M), IWL (-2.7K shares, valued at $426.2K), FIW (-1.5K shares, valued at $149.8K); initiated new positions in DFIV (+63.8K shares, valued at $3.4M), PIZ (+64.6K shares, valued at $3.2M), N/A (+2.1K shares, valued at $663.6K).

1M P&L

-3.2M-2.14%

3M P&L

+7.3M+5.28%

HY P&L

-129.9M-47.21%

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/A113.7M

93.8%

2Semiconductors5.0M

4.1%

3Oil & Gas Integrated1.3M

1.0%

Top Industries by Stock Count

1N/A34 stocks

82.9%

2Semiconductors2 stocks

4.9%

3Oil & Gas Integrated2 stocks

4.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGT VANGUARD WORLD FD27.8K shares2.43%2026-03-312026-04-16

SOXX ISHARES TR54.3K shares-0.22%2026-03-312026-04-16

KBWP INVESCO EXCH TRADED FD TR II91.0K shares0.64%2026-03-312026-04-16

XLY SELECT SECTOR SPDR TR90.8K shares1.35%2026-03-312026-04-16

AIRR FIRST TR EXCHANGE TRADED FD86.9K shares1.73%2026-03-312026-04-16

FCOM FIDELITY COVINGTON TRUST126.0K shares2.69%2026-03-312026-04-16

IHI ISHARES TR141.0K shares-0.95%2026-03-312026-04-16

VDC VANGUARD WORLD FD22.3K shares7.44%2026-03-312026-04-16

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NVDA NVIDIA CORPORATION23.6K shares17.88%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares0.02%2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST63.8K sharesnew addition2026-03-312026-04-16

PIZ INVESCO EXCH TRADED FD TR II64.6K sharesnew addition2026-03-312026-04-16

RSPU INVESCO EXCHANGE TRADED FD T36.8K shares4.55%2026-03-312026-04-16

IWL ISHARES TR12.9K shares-17.08%2026-03-312026-04-16

IWY ISHARES TR6.1K shares-79.32%2026-03-312026-04-16

PAAA PGIM ETF TR29.1K shares-6.11%2026-03-312026-04-16

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IYW ISHARES TR6.3K shares-0.32%2026-03-312026-04-16

FIW FIRST TR EXCHANGE-TRADED FD10.9K shares-11.76%2026-03-312026-04-16

XOM EXXON MOBIL CORP6.4K shares-4.42%2026-03-312026-04-16

XLP SELECT SECTOR SPDR TR11.5K shares-8.97%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC4.5K shares12.75%2026-03-312026-04-16

FTCS FIRST TR EXCHANGE-TRADED FD8.7K shares-0.38%2026-03-312026-04-16

IYC ISHARES TR7.6K shares-1.65%2026-03-312026-04-16

BROADCOM INC BROADCOM INC2.1K sharesnew addition2026-03-312026-04-16

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RSPS INVESCO EXCHANGE TRADED FD T21.4K shares-8.46%2026-03-312026-04-16

FXO FIRST TR EXCHANGE-TRADED FD11.2K shares-3.88%2026-03-312026-04-16

XLI SELECT SECTOR SPDR TR3.4K shares0.00%2026-03-312026-04-16

AAPL APPLE INC2.1K shares-1.38%2026-03-312026-04-16

FDN FIRST TR EXCHANGE-TRADED FD2.1K shares-0.23%2026-03-312026-04-16

DKS DICKS SPORTING GOODS INC2.3K shares4.55%2026-03-312026-04-16

ILCG ISHARES TR4.3K shares0.00%2026-03-312026-04-16

IGPT INVESCO EXCHANGE TRADED FD T6.9K shares-3.66%2026-03-312026-04-16

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SPY STATE STR SPDR S&P 500 ETF T599 shares2.39%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF9.9K shares1.41%2026-03-312026-04-16

FTC FIRST TR EXCHANGE-TRADED ALP2.0K shares-14.59%2026-03-312026-04-16

IBB ISHARES TR1.5K shares-2.44%2026-03-312026-04-16

V VISA INC809 shares0.00%2026-03-312026-04-16

IYF ISHARES TR2.0K shares0.00%2026-03-312026-04-16

GLD SPDR GOLD TR547 shares0.00%2026-03-312026-04-16

FXL FIRST TR EXCHANGE-TRADED FD1.4K shares-0.83%2026-03-312026-04-16

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PNQI INVESCO EXCHANGE TRADED FD T5.1K shares-10.24%2026-03-312026-04-16

IYT ISHARES TR2.7K shares-6.25%2026-03-312026-04-16

CRGY CRESCENT ENERGY COMPANY12.1K sharesnew addition2026-03-312026-04-16

VGT

VANGUARD WORLD FD

2.43%

Shares27.8K

Event2026-03-31

Filed2026-04-16

SOXX

ISHARES TR

-0.22%

Shares54.3K

Event2026-03-31

Filed2026-04-16

KBWP

INVESCO EXCH TRADED FD TR II

0.64%

Shares91.0K

Event2026-03-31

Filed2026-04-16

XLY

SELECT SECTOR SPDR TR

1.35%

Shares90.8K

Event2026-03-31

Filed2026-04-16

AIRR

FIRST TR EXCHANGE TRADED FD

1.73%

Shares86.9K

Event2026-03-31

Filed2026-04-16

FCOM

FIDELITY COVINGTON TRUST

2.69%

Shares126.0K

Event2026-03-31

Filed2026-04-16

IHI

ISHARES TR

-0.95%

Shares141.0K

Event2026-03-31

Filed2026-04-16

VDC

VANGUARD WORLD FD

7.44%

Shares22.3K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

17.88%

Shares23.6K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

0.02%

Shares6.1K

Event2026-03-31

Filed2026-04-16

DFIV

DIMENSIONAL ETF TRUST

New

Shares63.8K

Event2026-03-31

Filed2026-04-16

PIZ

INVESCO EXCH TRADED FD TR II

New

Shares64.6K

Event2026-03-31

Filed2026-04-16

RSPU

INVESCO EXCHANGE TRADED FD T

4.55%

Shares36.8K

Event2026-03-31

Filed2026-04-16

IWL

ISHARES TR

-17.08%

Shares12.9K

Event2026-03-31

Filed2026-04-16

IWY

ISHARES TR

-79.32%

Shares6.1K

Event2026-03-31

Filed2026-04-16

PAAA

PGIM ETF TR

-6.11%

Shares29.1K

Event2026-03-31

Filed2026-04-16

IYW

ISHARES TR

-0.32%

Shares6.3K

Event2026-03-31

Filed2026-04-16

FIW

FIRST TR EXCHANGE-TRADED FD

-11.76%

Shares10.9K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-4.42%

Shares6.4K

Event2026-03-31

Filed2026-04-16

XLP

SELECT SECTOR SPDR TR

-8.97%

Shares11.5K

Event2026-03-31

Filed2026-04-16

AMD

ADVANCED MICRO DEVICES INC

12.75%

Shares4.5K

Event2026-03-31

Filed2026-04-16

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.38%

Shares8.7K

Event2026-03-31

Filed2026-04-16

IYC

ISHARES TR

-1.65%

Shares7.6K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-16

RSPS

INVESCO EXCHANGE TRADED FD T

-8.46%

Shares21.4K

Event2026-03-31

Filed2026-04-16

FXO

FIRST TR EXCHANGE-TRADED FD

-3.88%

Shares11.2K

Event2026-03-31

Filed2026-04-16

XLI

SELECT SECTOR SPDR TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-1.38%

Shares2.1K

Event2026-03-31

Filed2026-04-16

FDN

FIRST TR EXCHANGE-TRADED FD

-0.23%

Shares2.1K

Event2026-03-31

Filed2026-04-16

DKS

DICKS SPORTING GOODS INC

4.55%

Shares2.3K

Event2026-03-31

Filed2026-04-16

ILCG

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-16

IGPT

INVESCO EXCHANGE TRADED FD T

-3.66%

Shares6.9K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

2.39%

Shares599

Event2026-03-31

Filed2026-04-16

IBIT

ISHARES BITCOIN TRUST ETF

1.41%

Shares9.9K

Event2026-03-31

Filed2026-04-16

FTC

FIRST TR EXCHANGE-TRADED ALP

-14.59%

Shares2.0K

Event2026-03-31

Filed2026-04-16

IBB

ISHARES TR

-2.44%

Shares1.5K

Event2026-03-31

Filed2026-04-16

VISA INC

0.00%

Shares809

Event2026-03-31

Filed2026-04-16

IYF

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

0.00%

Shares547

Event2026-03-31

Filed2026-04-16

FXL

FIRST TR EXCHANGE-TRADED FD

-0.83%

Shares1.4K

Event2026-03-31

Filed2026-04-16

PNQI

INVESCO EXCHANGE TRADED FD T

-10.24%

Shares5.1K

Event2026-03-31

Filed2026-04-16

IYT

ISHARES TR

-6.25%

Shares2.7K

Event2026-03-31

Filed2026-04-16

CRGY

CRESCENT ENERGY COMPANY

New

Shares12.1K

Event2026-03-31

Filed2026-04-16

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available