Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 28, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 102
- −2 vs. Q3 2024
- Portfolio value
- $261.0M
- −$485.5K (−0.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 2,546 | $200.1K | 0.1% | −900−26.1% | Reduced | – |
| ICEIntercontinental Exchange, Inc. | Stock | 1,408 | $209.8K | 0.1% | +45+3.3% | Added | History |
| HXLHexcel Corp | COM | 3,397 | $213.0K | 0.1% | +2+0.1% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 2,466 | $215.4K | 0.1% | +20+0.8% | Added | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 5,034 | $245.0K | 0.1% | −261−4.9% | Reduced | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,286 | $250.2K | 0.1% | +446+15.7% | Added | – |
| iShares Tr464288638 | ISHS 5-10YR INVT | 4,994 | $257.2K | 0.1% | +95+1.9% | Added | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 5,445 | $267.1K | 0.1% | +5,445 | New | – |
| First Tr Exchange-Traded FD337344105 | NASDAQ-100 SEL | 2,169 | $271.0K | 0.1% | 00.0% | Unchanged | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 1,344 | $278.1K | 0.1% | −63−4.5% | Reduced | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 549 | $280.7K | 0.1% | −6−1.1% | Reduced | – |
| FDXFedEx Corp | Stock | 1,006 | $283.1K | 0.1% | +5+0.5% | Added | History |
| GLWCorning Inc | COM | 5,971 | $283.7K | 0.1% | 00.0% | Unchanged | History |
| Invesco Exch Traded FD Tr II46138E537 | NATL AMT MUNI | 12,082 | $285.3K | 0.1% | −1,959−14.0% | Reduced | – |
| iShares Tr46432F859 | CORE 1 5 YR USD | 5,986 | $286.0K | 0.1% | +525+9.6% | Added | – |
| iShares Tr464288307 | MRGSTR MD CP GRW | 3,786 | $286.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,261 | $291.3K | 0.1% | −75−3.2% | Reduced | – |
| Nushares ETF Tr67092P300 | NUVEEN ESG LRGVL | 7,453 | $293.4K | 0.1% | +27+0.4% | Added | – |
| MMM3M Co | Stock | 2,305 | $297.5K | 0.1% | +11+0.5% | Added | History |
| iShares Tr464287440 | 7-10 YR TRSY BD | 3,416 | $315.8K | 0.1% | +443+14.9% | Added | – |
| Invesco Exch Traded FD Tr II46138E420 | RUSEL 1000 EQL | 6,621 | $319.8K | 0.1% | −134−2.0% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 1,693 | $320.5K | 0.1% | −215−11.3% | Reduced | History |
| CATCaterpillar Inc | Stock | 884 | $320.7K | 0.1% | +16+1.8% | Added | History |
| DISWalt Disney Co | Stock | 2,958 | $329.4K | 0.1% | −166−5.3% | Reduced | History |
| ETNEaton Corp plc | Stock | 996 | $330.5K | 0.1% | −7−0.7% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 1,889 | $335.6K | 0.1% | +33+1.8% | Added | History |
| CVXChevron Corp | Stock | 2,333 | $337.9K | 0.1% | +212+10.0% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 18,354 | $339.5K | 0.1% | 00.0% | UnchangedConverted for a 2-for-1 split | – |
| ASMLASML Holding NV | ADR | 495 | $343.1K | 0.1% | +211+74.3% | Added | History |
| PAAPlains All American Pipeline LP | UNIT LTD PARTN | 20,768 | $354.7K | 0.1% | −2,475−10.6% | Reduced | History |
| MDLZMondelez International, Inc. | Stock | 5,944 | $355.1K | 0.1% | +361+6.5% | Added | History |
| KOCoca Cola Co | Stock | 5,707 | $355.3K | 0.1% | +300+5.5% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 6,075 | $359.6K | 0.1% | +49+0.8% | Added | History |
| SPDR Series Trust78464A672 | ST INTER ETF | 13,133 | $366.1K | 0.1% | −6,619−33.5% | Reduced | – |
| UNPUnion Pacific Corp | Stock | 1,703 | $388.4K | 0.1% | +14+0.8% | Added | History |
| Franklin Templeton ETF Tr35473P769 | FRANKLIN INDIA | 10,441 | $395.7K | 0.2% | +278+2.7% | Added | – |
| OKEONEOK Inc | COM | 4,002 | $401.8K | 0.2% | 00.0% | Unchanged | History |
| TFCTruist Financial Corp | COM | 9,282 | $402.6K | 0.2% | −26−0.3% | Reduced | History |
| RTXRTX Corp | Stock | 3,806 | $440.4K | 0.2% | +49+1.3% | Added | History |
| SBUXStarbucks Corp | Stock | 4,951 | $451.7K | 0.2% | −398−7.4% | Reduced | History |
| CSXCSX Corp | Stock | 14,155 | $456.8K | 0.2% | −2,086−12.8% | Reduced | History |
| iShares Tr464288646 | ISHS 1-5YR INVS | 9,271 | $479.3K | 0.2% | −21−0.2% | Reduced | – |
| iShares Tr46435G326 | CORE MSCI INTL | 7,565 | $487.7K | 0.2% | −2,716−26.4% | Reduced | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 16,179 | $509.5K | 0.2% | +4,956+44.2% | AddedConverted for a 1-for-10 split | History |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,127 | $511.1K | 0.2% | +139+7.0% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 13,324 | $511.2K | 0.2% | −410−3.0% | Reduced | – |
| Nushares ETF Tr67092P201 | NUVEEN ESG LRGCP | 6,002 | $515.2K | 0.2% | −14−0.2% | Reduced | – |
| TAT&T Inc. | Stock | 23,020 | $524.2K | 0.2% | 00.0% | Unchanged | History |
| CBChubb Ltd | Stock | 1,900 | $525.0K | 0.2% | +37+2.0% | Added | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 20,733 | $530.4K | 0.2% | +1,200+6.1% | Added | – |
| SHOPShopify Inc. | Stock | 5,312 | $564.8K | 0.2% | −55−1.0% | Reduced | History |
| iShares Tr464288588 | MBS ETF | 6,528 | $598.5K | 0.2% | +425+7.0% | Added | – |
| NSCNorfolk Southern Corp | Stock | 2,550 | $598.6K | 0.2% | 00.0% | Unchanged | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 6,552 | $599.0K | 0.2% | +342+5.5% | Added | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 9,049 | $633.4K | 0.2% | 00.0% | Unchanged | – |
| MAMastercard Inc | Stock | 1,219 | $641.9K | 0.2% | +14+1.2% | Added | History |
| iShares Tr464288661 | 3 7 YR TREAS BD | 5,658 | $653.8K | 0.3% | +53+0.9% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 3,883 | $657.4K | 0.3% | −2,693−41.0% | Reduced | – |
| AONAon plc | CL A | 1,898 | $681.7K | 0.3% | 00.0% | Unchanged | History |
| VZVerizon Communications Inc | Stock | 17,502 | $699.9K | 0.3% | −285−1.6% | Reduced | History |
| BLKBlackRock, Inc. | Stock | 692 | $709.6K | 0.3% | +1+0.1% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 31,782 | $736.7K | 0.3% | 00.0% | UnchangedConverted for a 3-for-1 split | – |
| iShares Tr464288570 | ESG MSCI KLD ETF | 6,734 | $742.4K | 0.3% | −311−4.4% | Reduced | – |
| VVisa Inc. | Stock | 2,356 | $744.6K | 0.3% | −39−1.6% | Reduced | History |
| iShares Tr464287721 | U.S. TECH ETF | 4,868 | $776.5K | 0.3% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 1,952 | $788.3K | 0.3% | +8+0.4% | Added | History |
| Abrdn ETFs003261203 | BBRG ALL COMMDY | 25,423 | $796.5K | 0.3% | +25,423 | New | – |
| ADPAutomatic Data Processing Inc | Stock | 2,861 | $837.5K | 0.3% | −24−0.8% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 3,562 | $853.8K | 0.3% | −144−3.9% | Reduced | History |
| EPDEnterprise Products Partners L.P. | Stock | 27,256 | $854.7K | 0.3% | −1,105−3.9% | Reduced | History |
| Schwab Intermediate-Term US Treasury ETF808524854 | ETF | 35,473 | $861.6K | 0.3% | +2,881+8.8% | AddedConverted for a 2-for-1 split | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 8,380 | $883.9K | 0.3% | +1,349+19.2% | Added | – |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 32,346 | $896.3K | 0.3% | −942−2.8% | ReducedConverted for a 3-for-1 split | – |
| IAUMiShares Gold Trust Micro | SHS REPSTG UN TR | 36,610 | $958.1K | 0.4% | +640+1.8% | Added | History |
| iShares Tr464288208 | MRGSTR MD CP ETF | 12,925 | $984.2K | 0.4% | −2,961−18.6% | Reduced | – |
| MCDMcDonalds Corp | Stock | 3,634 | $1.05M | 0.4% | −4−0.1% | Reduced | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 41,832 | $1.08M | 0.4% | +524+1.3% | AddedConverted for a 2-for-1 split | – |
| PGProcter & Gamble Co | Stock | 6,804 | $1.14M | 0.4% | +91+1.4% | Added | History |
| NFLXNetflix Inc | Stock | 1,318 | $1.17M | 0.5% | −17−1.3% | Reduced | History |
| AMATApplied Materials Inc | Stock | 7,265 | $1.18M | 0.5% | +100+1.4% | Added | History |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 13,315 | $1.29M | 0.5% | −652−4.7% | Reduced | – |
| SPDR Series Trust78468R606 | ST PORT HIGH ETF | 56,571 | $1.33M | 0.5% | +9,908+21.2% | Added | – |
| Invesco Nasdaq 100 ETF46138G649 | ETF | 7,579 | $1.60M | 0.6% | +216+2.9% | Added | – |
| EZBCFranklin Templeton Digital Holdings Trust | BITCOIN ETF SHS | 29,607 | $1.60M | 0.6% | −215−0.7% | Reduced | History |
| UNHUnitedHealth Group Inc | Stock | 3,366 | $1.70M | 0.7% | −253−7.0% | Reduced | History |
| iShares Core MSCI Total International Stock ETF46432F834 | ETF | 26,540 | $1.76M | 0.7% | +1,831+7.4% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 37,350 | $1.81M | 0.7% | −109−0.3% | Reduced | – |
| COINCoinbase Global, Inc. | COM CL A | 7,977 | $1.98M | 0.8% | +158+2.0% | Added | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 24,108 | $2.12M | 0.8% | +1,903+8.6% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 20,820 | $2.24M | 0.9% | +168+0.8% | Added | History |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 48,853 | $2.45M | 0.9% | +1,444+3.0% | Added | – |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 104,404 | $2.51M | 1.0% | −4,350−4.0% | ReducedConverted for a 2-for-1 split | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 5,249 | $3.08M | 1.2% | −83−1.6% | Reduced | History |
| MSFTMicrosoft Corp | Stock | 8,613 | $3.63M | 1.4% | −13−0.2% | Reduced | History |
| NVDANVIDIA Corp | Stock | 31,072 | $4.17M | 1.6% | +753+2.5% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 9,621 | $4.36M | 1.7% | +1,268+15.2% | Added | History |
| JNJJohnson & Johnson | Stock | 38,258 | $5.53M | 2.1% | +173+0.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 25,778 | $5.66M | 2.2% | −79−0.3% | Reduced | History |
| iShares Core S&P 500 ETF464287200 | ETF | 10,398 | $6.12M | 2.3% | −174−1.6% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 67,220 | $8.65M | 3.3% | −668−1.0% | Reduced | – |
Sold out since Q3 2024 (4)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| iShares MSCI Eafe ETF464287465 | ETF | 3,291 | $275.2K | 0.1% | – |
| iShares Tr464287697 | U.S. UTILITS ETF | 2,074 | $211.6K | 0.1% | – |
| CARRCarrier Global Corp | Stock | 2,600 | $209.3K | 0.1% | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 2,450 | $203.7K | 0.1% | – |