Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Oct 18, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 104
- +8 vs. Q2 2024
- Portfolio value
- $261.5M
- +$152.9M (+140.8%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 38,085 | $6.17M | 2.4% | 00.0% | Unchanged | History |
| iShares Tr464287150 | CORE S&P TTL STK | 67,888 | $8.53M | 3.3% | −5,599−7.6% | Reduced | – |
| AAPLApple Inc. | Stock | 50,407 | $11.7M | 4.5% | +973+2.0% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 211 | $145.8M | 55.8% | +211 | New | History |