Rede Wealth, LLC
- SEC CIK
- 0001842054
- Latest filing
- Aug 3, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 14, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 105
- +3 vs. Q4 2024
- Portfolio value
- $283.1M
- +$22.1M (+8.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| iShares Core S&P 500 ETF464287200 | ETF | 10,413 | $5.85M | 2.1% | +15+0.1% | Added | – |
| JNJJohnson & Johnson | Stock | 37,799 | $6.27M | 2.2% | −459−1.2% | Reduced | History |
| iShares Tr464287150 | CORE S&P TTL STK | 69,380 | $8.47M | 3.0% | +2,160+3.2% | Added | – |
| AAPLApple Inc. | Stock | 49,612 | $11.0M | 3.9% | −58−0.1% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 210 | $167.7M | 59.2% | 00.0% | Unchanged | History |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.