Redwood Wealth Management Group, LLC Portfolio Holdings
Q3 2025•143 long positions•$139.1M portfolio value
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Holding144 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Software - Infrastructure Technology | $6.3M 4.55% | -$5.2K Sold | 0.0% 12.2K shares | 12.2K → 12.2K −$5.2K | -0.08% | $3.85T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $6.0M 4.3% | +$31.5K Bought | 0.0% 32.0K shares | 31.9K → 32.0K +$31.5K | +0.53% | $4.54T Mega Cap | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $5.5M 3.93% | +$107.5K Bought | 0.002% 19.4K shares | 19.0K → 19.4K +$107.5K | +2.01% | $262.84B Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $5.3M 3.79% | -$87.8K Sold | 0.0% 16.0K shares | 16.2K → 16.0K −$87.8K | -1.64% | $1.56T Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $4.2M 3.03% | -$75.3K Sold | 0.0% 17.3K shares | 17.6K → 17.3K −$75.3K | -1.76% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $4.1M 2.95% | -$1.1K Sold | — 34.0K shares | 34.0K → 34.0K −$1.1K | -0.03% | — — | Q4 2022 Held for 2y 11m | |
Consumer Electronics Technology | $4.0M 2.9% | -$127.8K Sold | 0.0% 15.9K shares | 16.4K → 15.9K −$127.8K | -3.07% | $3.78T Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $3.9M 2.84% | -$61.7K Sold | 0.001% 21.6K shares | 22.0K → 21.6K −$61.7K | -1.54% | $432.76B Mega Cap | Q4 2022 Held for 2y 11m | |
Specialty Retail Consumer Cyclical | $3.8M 2.71% | -$20.6K Sold | 0.0% 17.2K shares | 17.3K → 17.2K −$20.6K | -0.54% | $2.34T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.7M 2.69% | -$669.3 Sold | — 5.6K shares | 5.6K → 5.6K −$669.3 | -0.02% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $3.6M 2.6% | -$84.6K Sold | 0.0% 14.9K shares | 15.2K → 14.9K −$84.6K | -2.29% | $2.95T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.4M 2.46% | +$2.2K Bought | — 14.1K shares | 14.1K → 14.1K +$2.2K | +0.06% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Midstream Energy | $3.0M 2.15% | -$76.2K Sold | 0.005% 174.0K shares | 178.5K → 174.0K −$76.2K | -2.49% | $58.9B Large Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Midstream Energy | $2.6M 1.84% | -$68.2K Sold | 0.004% 90.6K shares | 93.0K → 90.6K −$68.2K | -2.59% | $62.9B Large Cap | Q4 2022 Held for 2y 11m | |
Oil & Gas Integrated Energy | $2.4M 1.72% | -$188.0K Sold | 0.0% 21.2K shares | 22.9K → 21.2K −$188.0K | -7.28% | $480.68B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.3M 1.66% | -$874.0K Sold | — 52.3K shares | 72.0K → 52.3K −$874.0K | -27.43% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $2.3M 1.66% | +$609.6K Bought | — 25.9K shares | 19.0K → 25.9K +$609.6K | +35.82% | — — | Q2 2025 Held for 5 months | |
Auto - Manufacturers Consumer Cyclical | $2.2M 1.6% | +$24.0K Bought | 0.0% 5.0K shares | 4.9K → 5.0K +$24.0K | +1.09% | $1.48T Mega Cap | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $1.9M 1.33% | +$7.6K Bought | 0.0% 2.4K shares | 2.4K → 2.4K +$7.6K | +0.41% | $684.00B Mega Cap | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.8M 1.3% | +$27.2K Bought | 0.0% 2.5K shares | 2.4K → 2.5K +$27.2K | +1.52% | $1.84T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.8M 1.3% | — | — 27.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 1.28% | -$108.0K Sold | — 39.0K shares | 41.4K → 39.0K −$108.0K | -5.72% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.8M 1.27% | -$103.6K Sold | — 12.6K shares | 13.4K → 12.6K −$103.6K | -5.53% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 1.27% | -$4.4K Sold | — 29.4K shares | 29.5K → 29.4K −$4.4K | -0.25% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.8M 1.26% | — | — 14.7K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Software - Infrastructure Technology | $1.6M 1.18% | +$1.6M Bought | — 93.2K shares | — | — | — — | Q3 2025 Held for 2 months | |
Semiconductors Technology | $1.4M 1.04% | +$41.6K Bought | 0.002% 17.2K shares | 16.7K → 17.2K +$41.6K | +2.97% | $72.5B Large Cap | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $1.2M 0.848% | +$46.0K Bought | 0.001% 7.0K shares | 6.8K → 7.0K +$46.0K | +4.06% | $187.25B Large Cap | Q4 2022 Held for 2y 11m | |
Household & Personal Products Consumer Defensive | $1.1M 0.812% | -$12.6K Sold | 0.0% 7.4K shares | 7.4K → 7.4K −$12.6K | -1.1% | $359.62B Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $1.1M 0.805% | +$85.6K Bought | 0.024% 56.3K shares | 52.0K → 56.3K +$85.6K | +8.29% | $4.7B Mid Cap | Q2 2024 Held for 1y 5m | |
Drug Manufacturers - General Healthcare | $1.1M 0.792% | -$113.1K Sold | 0.001% 13.1K shares | 14.5K → 13.1K −$113.1K | -9.31% | $209.64B Mega Cap | Q4 2022 Held for 2y 11m | |
Telecommunications Services Communication Services | $1.1M 0.788% | -$180.1K Sold | 0.001% 24.9K shares | 29.0K → 24.9K −$180.1K | -14.11% | $185.31B Large Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $1.1M 0.758% | +$68.1K Bought | — 5.9K shares | 5.5K → 5.9K +$68.1K | +6.9% | — — | Q4 2022 Held for 2y 11m | |
Drug Manufacturers - General Healthcare | $1.0M 0.751% | -$30.1K Sold | 0.0% 4.5K shares | 4.6K → 4.5K −$30.1K | -2.8% | $409.03B Mega Cap | Q4 2022 Held for 2y 11m | |
Aerospace & Defense Industrials | $999.2K 0.718% | -$135.9K Sold | 0.0% 6.0K shares | 6.8K → 6.0K −$135.9K | -11.97% | $223.98B Mega Cap | Q4 2022 Held for 2y 11m | |
Agricultural - Machinery Industrials | $919.0K 0.661% | -$354.5K Sold | 0.0% 1.9K shares | 2.7K → 1.9K −$354.5K | -27.84% | $223.53B Mega Cap | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $887.2K 0.638% | -$15.6K Sold | 0.0% 9.1K shares | 9.2K → 9.1K −$15.6K | -1.73% | $204.31B Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $850.5K 0.612% | +$850.5K New | 0.899% 88.8K shares | 0 → 88.8K +$850.5K | New | $94.6M Micro Cap | Q3 2025 Held for 2 months | |
Oil & Gas Midstream Energy | $820.3K 0.59% | -$20.8K Sold | 0.001% 16.3K shares | 16.7K → 16.3K −$20.8K | -2.48% | $110.03B Large Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $816.2K 0.587% | -$10.5K Sold | 0.0% 5.0K shares | 5.1K → 5.0K −$10.5K | -1.27% | $262.56B Mega Cap | Q4 2022 Held for 2y 11m | |
Insurance - Brokers Financial Services | $814.4K 0.586% | -$713.2 Sold | 0.001% 2.3K shares | 2.3K → 2.3K −$713.2 | -0.09% | $76.9B Large Cap | Q4 2022 Held for 2y 11m | |
Industrial - Machinery Industrials | $754.5K 0.542% | +$95.4K Bought | 0.001% 2.0K shares | 1.8K → 2.0K +$95.4K | +14.48% | $145.70B Large Cap | Q4 2022 Held for 2y 11m | |
Railroads Industrials | $750.8K 0.54% | -$21.3K Sold | 0.001% 21.1K shares | 21.7K → 21.1K −$21.3K | -2.76% | $66.2B Large Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $748.0K 0.538% | -$54.7K Sold | 0.0% 4.5K shares | 4.8K → 4.5K −$54.7K | -6.82% | $179.50B Large Cap | Q4 2022 Held for 2y 11m | |
Copper Basic Materials | $728.0K 0.523% | +$3.6K Bought | 0.001% 6.0K shares | 6.0K → 6.0K +$3.6K | +0.49% | $98.6B Large Cap | Q4 2022 Held for 2y 11m | |
Restaurants Consumer Cyclical | $710.5K 0.511% | -$153.2K Sold | 0.0% 2.3K shares | 2.8K → 2.3K −$153.2K | -17.73% | $216.86B Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $705.5K 0.507% | +$21.2K Bought | — 16.7K shares | 16.2K → 16.7K +$21.2K | +3.1% | — — | Q3 2024 Held for 1y 2m | |
Telecommunications Services Communication Services | $693.4K 0.499% | -$4.8K Sold | 0.0% 24.6K shares | 24.7K → 24.6K −$4.8K | -0.68% | $201.93B Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $670.9K 0.482% | +$88.1K Bought | — 693.0 shares | 602.0 → 693.0 +$88.1K | +15.12% | — — | Q2 2024 Held for 1y 5m | |
Banks - Diversified Financial Services | $644.5K 0.463% | +$315.5 Bought | 0.0% 2.0K shares | 2.0K → 2.0K +$315.5 | +0.05% | $867.35B Mega Cap | Q4 2022 Held for 2y 11m |
