Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 12, 2021. Long positions only.
- Positions
- 101
- No 13F data for Q4 2020
- Portfolio value
- $164.4M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ADILAdial Pharmaceuticals, Inc. | COM | 15,000 | $36.0K | <0.1% | – | – | History |
| HXLHexcel Corp | COM | 3,826 | $214.0K | 0.1% | – | – | History |
| iShares U.S. Medical Devices ETF464288810 | ETF | 663 | $219.0K | 0.1% | – | – | – |
| DDDuPont de Nemours, Inc. | COM | 2,828 | $219.0K | 0.1% | – | – | History |
| Global X FDS37954Y731 | CONSCIOUS COS | 7,499 | $219.0K | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 2,513 | $223.0K | 0.1% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 10,289 | $228.0K | 0.1% | – | – | – |
| ABTAbbott Laboratories | Stock | 1,949 | $234.0K | 0.1% | – | – | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 25,754 | $234.0K | 0.1% | – | – | History |
| WMTWalmart Inc. | Stock | 1,732 | $235.0K | 0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 2,295 | $249.0K | 0.2% | – | – | History |
| CBChubb Ltd | Stock | 1,616 | $255.0K | 0.2% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 11,949 | $265.0K | 0.2% | – | – | – |
| GLWCorning Inc | COM | 6,184 | $269.0K | 0.2% | – | – | History |
| FDXFedEx Corp | Stock | 960 | $273.0K | 0.2% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 4,866 | $284.0K | 0.2% | – | – | History |
| DDominion Energy, Inc | Stock | 3,768 | $286.0K | 0.2% | – | – | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 3,332 | $287.0K | 0.2% | – | – | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,126 | $288.0K | 0.2% | – | – | – |
| PEPPepsiCo Inc | Stock | 2,131 | $301.0K | 0.2% | – | – | History |
| iShares Tr464287150 | CORE S&P TTL STK | 3,486 | $319.0K | 0.2% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 2,457 | $320.0K | 0.2% | – | – | – |
| NKENIKE, Inc. | Stock | 2,417 | $322.0K | 0.2% | – | – | History |
| RTXRTX Corp | Stock | 4,180 | $323.0K | 0.2% | – | – | History |
| NVDANVIDIA Corp | Stock | 607 | $324.0K | 0.2% | – | – | History |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 15,585 | $329.0K | 0.2% | – | – | History |
| KOCoca Cola Co | Stock | 6,604 | $348.0K | 0.2% | – | – | History |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 3,367 | $356.0K | 0.2% | – | – | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 6,706 | $358.0K | 0.2% | – | – | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 3,275 | $362.0K | 0.2% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 7,120 | $370.0K | 0.2% | – | – | – |
| iShares Tr464287119 | MORNINGSTAR GRWT | 1,284 | $370.0K | 0.2% | – | – | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 3,246 | $377.0K | 0.2% | – | – | – |
| UNPUnion Pacific Corp | Stock | 1,715 | $378.0K | 0.2% | – | – | History |
| iShares Inc464286533 | MSCI EMERG MRKT | 5,998 | $379.0K | 0.2% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 7,337 | $380.0K | 0.2% | – | – | History |
| BMYBristol Myers Squibb Co | Stock | 6,119 | $386.0K | 0.2% | – | – | History |
| MAMastercard Inc | Stock | 1,139 | $405.0K | 0.2% | – | – | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,625 | $409.0K | 0.2% | – | – | – |
| Invesco S&P 500 Equal Weight Technology ETF46137V282 | ETF | 1,524 | $411.0K | 0.2% | – | – | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 5,731 | $413.0K | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 19,156 | $415.0K | 0.3% | – | – | – |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $427.0K | 0.3% | – | – | – |
| AONAon plc | CL A | 1,898 | $437.0K | 0.3% | – | – | History |
| Invesco Exch Traded FD Tr II46138E230 | S&P INTL LOW | 14,459 | $440.0K | 0.3% | – | – | – |
| DEDeere & Co | Stock | 1,210 | $453.0K | 0.3% | – | – | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 8,291 | $453.0K | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 4,338 | $454.0K | 0.3% | – | – | History |
| VVisa Inc. | Stock | 2,197 | $465.0K | 0.3% | – | – | History |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 17,828 | $467.0K | 0.3% | – | – | – |
| INTCIntel Corp | Stock | 7,771 | $498.0K | 0.3% | – | – | History |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,867 | $524.0K | 0.3% | – | – | – |
| CSXCSX Corp | Stock | 5,467 | $527.0K | 0.3% | – | – | History |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 24,282 | $529.0K | 0.3% | – | – | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,092 | $531.0K | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,813 | $534.0K | 0.3% | – | – | History |
| iShares Tr46432F388 | MSCI USA VALUE | 5,222 | $535.0K | 0.3% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 7,113 | $540.0K | 0.3% | – | – | – |
| ADPAutomatic Data Processing Inc | Stock | 2,878 | $543.0K | 0.3% | – | – | History |
| BLKBlackRock, Inc. | COM | 755 | $569.0K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 3,199 | $590.0K | 0.4% | – | – | History |
| CATCaterpillar Inc | Stock | 2,672 | $620.0K | 0.4% | – | – | History |
| iShares Core S&P Small Cap ETF464287804 | ETF | 5,785 | $628.0K | 0.4% | – | – | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 16,046 | $695.0K | 0.4% | – | – | – |
| First Tr Exchng Traded FD VI33740F805 | SMITH OPPORT FXD | 13,256 | $700.0K | 0.4% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 13,115 | $732.0K | 0.4% | – | – | History |
| TAT&T Inc. | Stock | 24,739 | $749.0K | 0.5% | – | – | History |
| SBUXStarbucks Corp | Stock | 6,865 | $750.0K | 0.5% | – | – | History |
| EPDEnterprise Products Partners L.P. | Stock | 34,648 | $763.0K | 0.5% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 5,232 | $797.0K | 0.5% | – | – | History |
| TSLATesla, Inc. | Stock | 1,205 | $805.0K | 0.5% | – | – | History |
| MCDMcDonalds Corp | Stock | 3,838 | $860.0K | 0.5% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 9,545 | $959.0K | 0.6% | – | – | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 13,955 | $966.0K | 0.6% | – | – | – |
| iShares Tr464288588 | MBS ETF | 9,209 | $999.0K | 0.6% | – | – | – |
| MMM3M Co | Stock | 5,256 | $1.01M | 0.6% | – | – | History |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 6,476 | $1.04M | 0.6% | – | – | – |
| VZVerizon Communications Inc | Stock | 18,021 | $1.05M | 0.6% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 3,337 | $1.06M | 0.6% | – | – | – |
| NFLXNetflix Inc | Stock | 2,065 | $1.08M | 0.7% | – | – | History |
| PGProcter & Gamble Co | Stock | 8,069 | $1.09M | 0.7% | – | – | History |
| NSCNorfolk Southern Corp | Stock | 4,190 | $1.13M | 0.7% | – | – | History |
| AMATApplied Materials Inc | Stock | 8,943 | $1.20M | 0.7% | – | – | History |
| UNHUnitedHealth Group Inc | Stock | 3,227 | $1.20M | 0.7% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 5,149 | $1.31M | 0.8% | – | – | History |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 13,743 | $1.42M | 0.9% | – | – | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 4,012 | $1.52M | 0.9% | – | – | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 29,821 | $1.76M | 1.1% | – | – | – |
| TFCTruist Financial Corp | COM | 30,271 | $1.76M | 1.1% | – | – | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 32,425 | $1.83M | 1.1% | – | – | – |
| MSFTMicrosoft Corp | Stock | 8,524 | $2.01M | 1.2% | – | – | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 22,581 | $2.05M | 1.2% | – | – | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 36,024 | $2.10M | 1.3% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 6,530 | $2.60M | 1.6% | – | – | – |
| AMZNAmazon Com Inc | Stock | 1,286 | $3.98M | 2.4% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,672 | $4.23M | 2.6% | – | – | History |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 98,507 | $5.03M | 3.1% | – | – | – |
| AAPLApple Inc. | Stock | 50,092 | $6.12M | 3.7% | – | – | History |
| JNJJohnson & Johnson | Stock | 40,520 | $6.66M | 4.1% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 199 | $76.8M | 46.7% | – | – | History |