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 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 49,670 | $12.4M | 4.8% | −737−1.5% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 210 | $143.0M | 54.8% | −1−0.5% | Reduced | History |
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% | – |