Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed Apr 18, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 105
- −1 vs. Q4 2021
- Portfolio value
- $212.8M
- +$13.9M (+7.0%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SPYSPDR S&P 500 ETF Trust | ETF | 9,405 | $4.25M | 2.0% | −786−7.7% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 1,308 | $4.26M | 2.0% | 00.0% | Unchanged | History |
| JNJJohnson & Johnson | Stock | 41,347 | $7.33M | 3.4% | +78+0.2% | Added | History |
| AAPLApple Inc. | Stock | 52,532 | $9.17M | 4.3% | −82−0.2% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 218 | $115.3M | 54.2% | −1−0.5% | Reduced | History |
Sold out since Q4 2021 (9)
Positions held at the end of Q4 2021 that are gone from this filing.
| Security | Class | Shares in Q4 2021 | Value in Q4 2021 | % of portfolio in Q4 2021 | History |
|---|---|---|---|---|---|
| GMGeneral Motors Co | COM | 7,186 | $421.0K | 0.2% | History |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 12,598 | $269.0K | 0.1% | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 11,118 | $243.0K | 0.1% | – |
| BNYBank of New York Mellon Corp | Stock | 3,931 | $228.0K | 0.1% | History |
| DDDuPont de Nemours, Inc. | COM | 2,711 | $219.0K | 0.1% | History |
| AWRAmerican States Water Co | COM | 2,000 | $207.0K | 0.1% | History |
| SLABSilicon Laboratories Inc. | Stock | 1,000 | $206.0K | 0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 3,720 | $200.0K | 0.1% | History |
| ADILAdial Pharmaceuticals, Inc. | COM | 15,200 | $41.0K | <0.1% | History |