The Analysis of Redwood Wealth Management Group, LLC's Holdings

Currently, Redwood Wealth Management Group, LLC holds 179 types of securities in its portfolio with a total value $235.8M. In the most recent quarter, they have increased their positions in S (+93.2K shares, valued at $1.6M), HYPD (+88.8K shares, valued at $850.5K), N/A (+737.2K shares, valued at $737.2K); decreased their positions in N/A (-1.1M shares, valued at $1.1M), WGMI (-19.8K shares, valued at $874.0K), N/A (-618 shares, valued at $381.6K); initiated new positions in S (+93.2K shares, valued at $1.6M), HYPD (+88.8K shares, valued at $850.5K), ETH (+16.1K shares, valued at $630.9K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHWAB PRIME ADVANTAGE MONEY INVESTOR SCHWAB PRIME ADVANTAGE MONEY INVESTOR21.8M shares-4.72%2025-09-302025-10-24

SCHWAB GOVERNMENT MONEY INV SCHWAB GOVERNMENT MONEY INV14.6M shares5.30%2025-09-302025-10-24

BARON PARTNERS RETAIL BARON PARTNERS RETAIL42.6K shares2.50%2025-09-302025-10-24

MSFT MICROSOFT CORP12.2K shares-0.08%2025-09-302025-10-24

NVDA NVIDIA CORP32.0K shares0.53%2025-09-302025-10-24

HON HAI PRECISION ORDF HON HAI PRECISION ORDF778.8K shares-2.03%2025-09-302025-10-24

IBM IBM CORP19.4K shares2.01%2025-09-302025-10-24

GRNY FUNDSTRAT GRANNY SHT US LG CP ETF216.6K shares-1.32%2025-09-302025-10-24

Sponsored

AVGO BROADCOM INC16.0K shares-1.64%2025-09-302025-10-24

GOOG ALPHABET INC CLASS C17.3K shares-1.76%2025-09-302025-10-24

FEDERATED HERMES MDT MID CAP GROWTH IS FEDERATED HERMES MDT MID CAP GROWTH IS59.7K shares1.42%2025-09-302025-10-24

IVW ISHARES S&P 500 GROWTH ETF34.0K shares-0.03%2025-09-302025-10-24

AAPL APPLE INC15.9K shares-3.07%2025-09-302025-10-24

PLTR PALANTIR TECHNOLOGIES INCLASS A21.6K shares-1.54%2025-09-302025-10-24

AMZN AMAZON.COM INC17.2K shares-0.54%2025-09-302025-10-24

IVV ISHARES CORE S&P 500 ETF5.6K shares-0.02%2025-09-302025-10-24

Sponsored

GOOGL ALPHABET INC CLASS CLASS A14.9K shares-2.29%2025-09-302025-10-24

FIDELITY ADVISOR GROWTH OPPS I FIDELITY ADVISOR GROWTH OPPS I14.8K shares-3.07%2025-09-302025-10-24

IWM ISHARES RUSSELL 2000 ETF14.1K shares0.06%2025-09-302025-10-24

MFS INTL DIVERSIFICATION I MFS INTL DIVERSIFICATION I106.8K shares-3.09%2025-09-302025-10-24

ET ENERGY TRANSFER L P LP174.0K shares-2.49%2025-09-302025-10-24

KMI KINDER MORGAN INC DEL90.6K shares-2.59%2025-09-302025-10-24

SCHWAB PRIME ADVANTAGE MONEY ULTRA SCHWAB PRIME ADVANTAGE MONEY ULTRA2.6M shares0.81%2025-09-302025-10-24

LORD ABBETT BOND-DEBENTURE I LORD ABBETT BOND-DEBENTURE I354.1K shares0.52%2025-09-302025-10-24

Sponsored

XOM EXXON MOBIL CORP21.2K shares-7.28%2025-09-302025-10-24

WGMI COINSHARES BITCOIN MINING ETF52.3K shares-27.43%2025-09-302025-10-24

TLT ISHARES 20 PLS YEAR TREASURY BND ETF25.9K shares35.82%2025-09-302025-10-24

TSLA TESLA INC5.0K shares1.09%2025-09-302025-10-24

COLUMBIA DIVIDEND INCOME INST2 COLUMBIA DIVIDEND INCOME INST258.5K shares-0.52%2025-09-302025-10-24

VANGUARD DIVIDEND GROWTH FUND INV VANGUARD DIVIDEND GROWTH FUND INV56.7K shares-2.80%2025-09-302025-10-24

LORD ABBETT CR OPPORTUNITIES INST LORD ABBETT CR OPPORTUNITIES INST222.7K shares0.45%2025-09-302025-10-24

VANGUARD INTERNATIONAL GROWTH ADM VANGUARD INTERNATIONAL GROWTH ADM15.2K shares-4.03%2025-09-302025-10-24

Sponsored

LLY ELI LILLY AND CO2.4K shares0.41%2025-09-302025-10-24

GUGGENHEIM TOTAL RETURN BOND P GUGGENHEIM TOTAL RETURN BOND P76.3K shares4.07%2025-09-302025-10-24

META META PLATFORMS INC CLASS A2.5K shares1.52%2025-09-302025-10-24

IJH ISHARES CORE S&P MID CAPETF27.7K shares0.00%2025-09-302025-10-24

JMBS JANUS HENDRSON MORTG BCKD SECURT ETF39.0K shares-5.72%2025-09-302025-10-24

SDY SPDR S&P DIVIDEND ETF12.6K shares-5.53%2025-09-302025-10-24

FIDELITY ADVISOR INTL SMALL CAP I FIDELITY ADVISOR INTL SMALL CAP I46.8K shares-4.77%2025-09-302025-10-24

VEA VANGUARD FTSE DEVELOPED MARKETS ETF29.4K shares-0.25%2025-09-302025-10-24

Sponsored

IJR ISHARES CORE S&P SMALL CAP ETF14.7K shares0.00%2025-09-302025-10-24

VANGUARD SMALL CAP VALUE INDEX ADMIRAL VANGUARD SMALL CAP VALUE INDEX ADMIRAL18.8K shares-2.08%2025-09-302025-10-24

S SENTINELONE INC CLASS A93.2K sharesnew addition2025-09-302025-10-24

MRVL MARVELL TECHNOLOGY INC17.2K shares2.97%2025-09-302025-10-24

LORD ABBETT HIGH INCOME MUNI BOND I LORD ABBETT HIGH INCOME MUNI BOND I125.2K shares-2.70%2025-09-302025-10-24

MU MICRON TECHNOLOGY INC7.0K shares4.06%2025-09-302025-10-24

PG PROCTER & GAMBLE CO7.3K shares-1.10%2025-09-302025-10-24

ZETA ZETA GLOBAL HLDGS CORP CLASS A56.3K shares8.29%2025-09-302025-10-24

Sponsored

VICTORY RS INTERNATIONAL Y VICTORY RS INTERNATIONAL Y62.2K shares-2.16%2025-09-302025-10-24

MRK MERCK & CO. INC.13.1K shares-9.31%2025-09-302025-10-24

VZ VERIZON COMMUNICATIONS I24.9K shares-14.11%2025-09-302025-10-24

VANGUARD US GROWTH INVESTOR VANGUARD US GROWTH INVESTOR12.8K shares-7.85%2025-09-302025-10-24

BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS5.9K shares6.90%2025-09-302025-10-24

ABBV ABBVIE INC4.5K shares-2.80%2025-09-302025-10-24

RTX RTX CORP6.0K shares-11.97%2025-09-302025-10-24

CAT CATERPILLAR INC1.9K shares-27.84%2025-09-302025-10-24

Sponsored

UBER UBER TECHNOLOGIES INC9.1K shares-1.73%2025-09-302025-10-24

HYPD HYPERION DEFI INC88.8K sharesnew addition2025-09-302025-10-24

BARON GLOBAL ADVANTAGE INSTITUTIONAL BARON GLOBAL ADVANTAGE INSTITUTIONAL17.2K shares-6.34%2025-09-302025-10-24

ENB ENBRIDGE INC F16.3K shares-2.48%2025-09-302025-10-24

AMD ADVANCED MICRO DEVIC5.0K shares-1.27%2025-09-302025-10-24

AON AON PLC FCLASS A2.3K shares-0.09%2025-09-302025-10-24

LORD ABBETT INCOME I LORD ABBETT INCOME I306.7K shares25.20%2025-09-302025-10-24

ETN EATON CORP PLC F2.0K shares14.48%2025-09-302025-10-24

Sponsored

CSX CSX CORP21.1K shares-2.76%2025-09-302025-10-24

QCOM QUALCOMM INC4.5K shares-6.82%2025-09-302025-10-24

SCCO SOUTHERN COPPER CORP6.0K shares1.51%2025-09-302025-10-24

MCD MCDONALDS CORP2.3K shares-17.73%2025-09-302025-10-24

SLV ISHARES SILVER TRUST ETF16.6K shares3.10%2025-09-302025-10-24

LORD ABBETT GROWTH LEADERS I LORD ABBETT GROWTH LEADERS I11.7K shares-3.79%2025-09-302025-10-24

T AT&T INC24.6K shares-0.68%2025-09-302025-10-24

ASML ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS693 shares15.12%2025-09-302025-10-24

Sponsored

JPM JPMORGAN CHASE & CO2.0K shares0.05%2025-09-302025-10-24

JNJ JOHNSON & JOHNSON3.5K shares-12.86%2025-09-302025-10-24

RIO RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS9.7K shares4.67%2025-09-302025-10-24

ETH GRAYSCALE ETHEREUM MINI16.1K sharesnew addition2025-09-302025-10-24

CSCO CISCO SYS INC9.1K shares-8.35%2025-09-302025-10-24

AMGN AMGEN INC2.2K shares-1.77%2025-09-302025-10-24

INGR INGREDION INC5.0K shares0.00%2025-09-302025-10-24

BMY BRISTOL MYERS SQUIBB CO13.5K shares-3.79%2025-09-302025-10-24

Sponsored

RIOT RIOT PLATFORMS INC31.1K shares-17.29%2025-09-302025-10-24

PIMCO INCOME INSTL PIMCO INCOME INSTL53.9K shares-3.49%2025-09-302025-10-24

WMT WALMART INC5.7K shares-6.12%2025-09-302025-10-24

HIMX HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS65.7K shares-9.94%2025-09-302025-10-24

EPD ENTERPRISE PRODS PART LP18.4K shares-0.72%2025-09-302025-10-24

TRP TC ENERGY CORP F10.6K shares-5.80%2025-09-302025-10-24

URNM SPROTT URANIUM MINERS ETF9.3K shares4.52%2025-09-302025-10-24

PFE PFIZER INC21.9K shares-6.31%2025-09-302025-10-24

Sponsored

GDX VANECK GOLD MINERS ETF7.3K shares7.35%2025-09-302025-10-24

BIDU BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHS4.2K shares2.79%2025-09-302025-10-24

OPRA OPERA LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS26.8K shares-3.43%2025-09-302025-10-24

AOSL ALPHA & OMEGA SEMICOND F19.7K shares13.77%2025-09-302025-10-24

SMCI SUPER MICRO COMPUTER INC11.3K shares-0.88%2025-09-302025-10-24

XLE ENERGY SELECT SECTOR SPDR ETF6.0K shares-1.81%2025-09-302025-10-24

LORD ABBETT HIGH YIELD I LORD ABBETT HIGH YIELD I82.2K shares-1.46%2025-09-302025-10-24

PANW PALO ALTO NETWORKS INC2.6K shares0.47%2025-09-302025-10-24

Sponsored

BRK.B BERKSHIRE HATHAWAY CLASS B1.0K shares-3.60%2025-09-302025-10-24

LMT LOCKHEED MARTIN CORP1.0K shares3.75%2025-09-302025-10-24

PM PHILIP MORRIS INTL INC3.1K shares-3.13%2025-09-302025-10-24

PGIM SHORT-TERM CORPORATE BOND Z PGIM SHORT-TERM CORPORATE BOND Z46.6K shares-2.04%2025-09-302025-10-24

VANGUARD 500 INDEX ADMIRAL VANGUARD 500 INDEX ADMIRAL812 shares-43.22%2025-09-302025-10-24

NIO NIO INC F65.8K shares-4.94%2025-09-302025-10-24

BRBR BELLRING BRANDS INC13.6K shares-7.48%2025-09-302025-10-24

OKTA OKTA INC CLASS A5.3K shares0.21%2025-09-302025-10-24

Sponsored

BNY MELLON GLOBAL FIXED INCOME - Y BNY MELLON GLOBAL FIXED INCOME - Y23.3K shares-11.63%2025-09-302025-10-24

PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL PIMCO MORTGAGE OPPORTUNITIES AND BDINSTL50.8K shares-3.47%2025-09-302025-10-24

IOT SAMSARA INC CLASS A12.6K shares9.57%2025-09-302025-10-24

QQQ INVSC QQQ TRUST SRS 1 ETF779 shares-18.26%2025-09-302025-10-24

EQT EQT CORP8.6K shares-23.16%2025-09-302025-10-24

IWB ISHARES RUSSELL 1000 ETF1.2K shares-1.69%2025-09-302025-10-24

BX BLACKSTONE INC2.4K shares0.00%2025-09-302025-10-24

CIVI CIVITAS RES INC12.6K shares24.50%2025-09-302025-10-24

Sponsored

MSTR STRATEGY INC CLASS A1.3K shares-18.97%2025-09-302025-10-24

CRWD CROWDSTRIKE HLDGS INC CLASS A827 shares-1.08%2025-09-302025-10-24

NEM NEWMONT CORP4.5K shares0.13%2025-09-302025-10-24

PEG PUBLIC SVC ENTERPRISE GR4.5K shares-15.75%2025-09-302025-10-24

JD JD COM INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS10.4K shares1.95%2025-09-302025-10-24

LORD ABBETT CORPORATE OPPORTUNITIES I LORD ABBETT CORPORATE OPPORTUNITIES I38.7K shares1.09%2025-09-302025-10-24

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS1.3K shares-0.16%2025-09-302025-10-24

DINO HF SINCLAIR CORP6.7K shares-10.52%2025-09-302025-10-24

Sponsored

CRNC CERENCE INC28.3K shares0.71%2025-09-302025-10-24

IONQ IONQ INC5.6K shares11.03%2025-09-302025-10-24

AMAT APPLIED MATLS INC1.7K shares0.00%2025-09-302025-10-24

CLSK CLEANSPARK INC23.4K shares-4.98%2025-09-302025-10-24

CTRA COTERRA ENERGY INC14.2K shares-8.85%2025-09-302025-10-24

DTE DTE ENERGY CO2.4K shares0.00%2025-09-302025-10-24

ORCL ORACLE CORP1.2K shares27.78%2025-09-302025-10-24

LX LEXINFINTECH HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 2 ORD SHS61.0K shares-0.53%2025-09-302025-10-24

Sponsored

DECK DECKERS OUTDOOR CORP3.2K shares5.42%2025-09-302025-10-24

SPHQ INVESCO S&P 500 QUALITY ETF4.4K shares-1.37%2025-09-302025-10-24

NVTS NAVITAS SEMICONDUCTOR CO44.5K shares-1.11%2025-09-302025-10-24

BTO HANCOCK JOHN FINANCIAL OPPORTUNITIES FUND8.8K shares0.00%2025-09-302025-10-24

F FORD MTR CO DEL26.3K shares-28.26%2025-09-302025-10-24

MFS INCOME I MFS INCOME I51.9K shares1.22%2025-09-302025-10-24

BHP BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS5.4K shares0.04%2025-09-302025-10-24

FSK FS KKR CAPITAL CORP20.3K shares-7.56%2025-09-302025-10-24

Sponsored

DIS DISNEY WALT CO2.6K shares-13.93%2025-09-302025-10-24

ADBE ADOBE INC841 shares-17.79%2025-09-302025-10-24

V VISA INC CLASS A856 shares-0.23%2025-09-302025-10-24

TWEEDY, BROWNE INTERNATIONAL VALUE FUND TWEEDY, BROWNE INTERNATIONAL VALUE FUND9.5K shares0.00%2025-09-302025-10-24

BA BOEING CO1.3K shares16.29%2025-09-302025-10-24

REGN REGENERON PHARMACEUTICAL506 shares0.00%2025-09-302025-10-24

VOLKSWAGEN A G FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS VOLKSWAGEN A G FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS25.9K shares-4.26%2025-09-302025-10-24

DVN DEVON ENERGY CORP NEW7.8K shares-5.16%2025-09-302025-10-24

Sponsored

PYPL PAYPAL HLDGS INC4.0K shares-2.26%2025-09-302025-10-24

TWEEDY, BROWNE VALUE TWEEDY, BROWNE VALUE13.6K shares0.00%2025-09-302025-10-24

JEPQ J P MORGAN NASDAQ EQT PRM INC ETF4.6K shares0.00%2025-09-302025-10-24

SDGR SCHRODINGER INC13.1K shares-3.08%2025-09-302025-10-24

VIG VANGUARD DIVIDEND APPRECIATION ETF1.2K shares0.00%2025-09-302025-10-24

ETHE GRAYSCALE ETHEREUM TR ET7.6K sharesnew addition2025-09-302025-10-24

CVX CHEVRON CORP NEW1.7K shares-2.46%2025-09-302025-10-24

NFLX NETFLIX INC213 shares-5.75%2025-09-302025-10-24

Sponsored

VLO VALERO ENERGY CORP NEW1.5K shares-5.26%2025-09-302025-10-24

CRUS CIRRUS LOGIC INC2.0K shares-1.24%2025-09-302025-10-24

NVS NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS1.9K shares-7.27%2025-09-302025-10-24

UMC UNITED MICROELECTRONIC FSPONSORED ADR 1 ADR REPS 5 ORD SHS32.2K shares-12.19%2025-09-302025-10-24

CEG CONSTELLATION ENERGY COR722 shares0.00%2025-09-302025-10-24

GLW CORNING INC2.8K sharesnew addition2025-09-302025-10-24

FTSM FIRST TRST ENHNCD SHRT MRTY ETF IV3.8K shares-26.02%2025-09-302025-10-24

PNC PNC FINL SERVICES1.1K shares0.09%2025-09-302025-10-24

Sponsored

CRDO CREDO TECHNOLOGY GROUP F1.6K shares-60.76%2025-09-302025-10-24

TTD THE TRADE DESK INC CLASS CLASS A4.6K shares-6.31%2025-09-302025-10-24

DUK DUKE ENERGY CORP NEW1.8K shares0.22%2025-09-302025-10-24

HSAI HESAI GROUP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS8.0K sharesnew addition2025-09-302025-10-24

SOFI SOFI TECHNOLOGIES INC8.4K sharesnew addition2025-09-302025-10-24

DTM DT MIDSTREAM INC1.9K shares0.00%2025-09-302025-10-24

SIEGY SIEMENS A G FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS1.6K shares0.00%2025-09-302025-10-24

EATON VANCE EMERGING MARKETS LOCAL INC I EATON VANCE EMERGING MARKETS LOCAL INC I62.4K shares-15.55%2025-09-302025-10-24

Sponsored

RBLX ROBLOX CORP CLASS A1.5K sharesnew addition2025-09-302025-10-24

ADI ANALOG DEVICES INC867 shares-2.69%2025-09-302025-10-24

MO ALTRIA GROUP INC3.2K sharesnew addition2025-09-302025-10-24

MGK VANGUARD MEGA CAP GROWTHETF519 sharesnew addition2025-09-302025-10-24

ANET ARISTA NETWORKS INC1.4K sharesnew addition2025-09-302025-10-24

GCT GIGACLOUD TECHNOLOGY I FCLASS A7.3K sharesnew addition2025-09-302025-10-24

VANGUARD HIGH-YIELD TAX-EXEMPT VANGUARD HIGH-YIELD TAX-EXEMPT19.6K sharesnew addition2025-09-302025-10-24

CL COLGATE PALMOLIVE CO2.6K shares-10.33%2025-09-302025-10-24

Sponsored

NRG NRG ENERGY INC1.3K shares0.08%2025-09-302025-10-24

SCHD SCHWAB US DIVIDEND EQUITY ETF7.4K shares-3.90%2025-09-302025-10-24

MS MORGAN STANLEY1.3K sharesnew addition2025-09-302025-10-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available