Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 7, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 106
- −3 vs. Q3 2021
- Portfolio value
- $199.0M
- +$11.3M (+6.0%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 84,344 | $4.22M | 2.1% | −4,562−5.1% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 1,308 | $4.36M | 2.2% | +8+0.6% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 10,191 | $4.84M | 2.4% | −147−1.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 41,269 | $7.06M | 3.5% | +100.0% | Added | History |
| AAPLApple Inc. | Stock | 52,614 | $9.34M | 4.7% | −210−0.4% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 219 | $98.7M | 49.6% | 00.0% | Unchanged | History |
Sold out since Q3 2021 (6)
Positions held at the end of Q3 2021 that are gone from this filing.
| Security | Class | Shares in Q3 2021 | Value in Q3 2021 | % of portfolio in Q3 2021 | History |
|---|---|---|---|---|---|
| VZVerizon Communications Inc | Stock | 20,747 | $1.12M | 0.6% | History |
| DEDeere & Co | Stock | 1,211 | $406.0K | 0.2% | History |
| BSCLBILI Social International, Inc. | BULSHS 2021 CB | 16,741 | $353.0K | 0.2% | History |
| WMTWalmart Inc. | Stock | 2,132 | $297.0K | 0.2% | History |
| HXLHexcel Corp | COM | 3,826 | $227.0K | 0.1% | History |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 7,840 | $202.0K | 0.1% | – |