The Analysis of Rede Wealth, LLC's Holdings
Currently, Rede Wealth, LLC holds 109 types of securities in its portfolio with a total value $287.8M. In the most recent quarter, they have increased their positions in BRK.A (+207 shares, valued at $156.2M), ITOT (+57.6K shares, valued at $8.6M), JNJ (+32.7K shares, valued at $6.8M); decreased their positions in TSLA (-23.3K shares, valued at $10.5M), ABBV (-6.9K shares, valued at $1.6M), N/A (-4.4K shares, valued at $1.4M); initiated new positions in ITOT (+57.6K shares, valued at $8.6M), VTEB (+67.3K shares, valued at $3.4M), SPYG (+26.2K shares, valued at $2.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
BRK.A BERKSHIRE HATHAWAY INC DEL208 shares20700.00%2025-12-312026-01-23
AAPL APPLE INC47.5K shares13.53%2025-12-312026-01-23 ITOT ISHARES TR57.6K sharesnew addition2025-12-312026-01-23 JNJ JOHNSON & JOHNSON37.1K shares754.10%2025-12-312026-01-23 IVV ISHARES TR10.9K shares61.52%2025-12-312026-01-23 AMZN AMAZON COM INC24.4K shares175.46%2025-12-312026-01-23 MSFT MICROSOFT CORP8.3K shares-20.97%2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR5.2K shares204.87%2025-12-312026-01-23 VTEB VANGUARD MUN BD FDS67.3K sharesnew addition2025-12-312026-01-23 SPYG SPDR SERIES TRUST26.2K sharesnew addition2025-12-312026-01-23 NVDA NVIDIA CORPORATION14.2K shares46.27%2025-12-312026-01-23 IXUS ISHARES TR29.3K sharesnew addition2025-12-312026-01-23 QQQM INVESCO EXCH TRADED FD TR II9.7K sharesnew addition2025-12-312026-01-23 DYNF BLACKROCK ETF TRUST36.7K sharesnew addition2025-12-312026-01-23 XOM EXXON MOBIL CORP17.6K shares-11.72%2025-12-312026-01-23 AMAT APPLIED MATLS INC7.3K sharesnew addition2025-12-312026-01-23 COIN COINBASE GLOBAL INC8.1K sharesnew addition2025-12-312026-01-23 SCHR SCHWAB STRATEGIC TR72.7K sharesnew addition2025-12-312026-01-23 IAUM ISHARES GOLD TR41.6K sharesnew addition2025-12-312026-01-23 FBND FIDELITY MERRIMACK STR TR36.6K sharesnew addition2025-12-312026-01-23 VTIP VANGUARD MALVERN FDS28.4K shares309.78%2025-12-312026-01-23 AGG ISHARES TR14.0K sharesnew addition2025-12-312026-01-23 SPHY SPDR SERIES TRUST58.8K sharesnew addition2025-12-312026-01-23 SCHA SCHWAB STRATEGIC TR43.4K sharesnew addition2025-12-312026-01-23 NFLX NETFLIX INC12.8K shares3913.17%2025-12-312026-01-23 MCD MCDONALDS CORP3.6K shares180.82%2025-12-312026-01-23 EZBC FRANKLIN TEMPLETON DIGITAL H21.3K sharesnew addition2025-12-312026-01-23 JPM JPMORGAN CHASE & CO.3.3K shares-7.71%2025-12-312026-01-23 VTV VANGUARD INDEX FDS5.5K sharesnew addition2025-12-312026-01-23 SCHM SCHWAB STRATEGIC TR34.6K sharesnew addition2025-12-312026-01-23 ETH GRAYSCALE ETHEREUM MINI TR E35.3K sharesnew addition2025-12-312026-01-23 IYW ISHARES TR4.9K sharesnew addition2025-12-312026-01-23 IMCB ISHARES TR11.4K sharesnew addition2025-12-312026-01-23 SCHO SCHWAB STRATEGIC TR38.0K sharesnew addition2025-12-312026-01-23 PG PROCTER AND GAMBLE CO6.3K shares338.83%2025-12-312026-01-23 UNH UNITEDHEALTH GROUP INC2.6K shares208.24%2025-12-312026-01-23 DSI ISHARES TR6.7K sharesnew addition2025-12-312026-01-23 SCHX SCHWAB STRATEGIC TR31.8K sharesnew addition2025-12-312026-01-23 SHOP SHOPIFY INC5.3K sharesnew addition2025-12-312026-01-23 SPEM SPDR INDEX SHS FDS17.3K sharesnew addition2025-12-312026-01-23 HYMB SPDR SERIES TRUST31.7K sharesnew addition2025-12-312026-01-23 V VISA INC2.2K shares33.82%2025-12-312026-01-23 EPD ENTERPRISE PRODS PARTNERS L23.3K sharesnew addition2025-12-312026-01-23 IDEV ISHARES TR9.0K sharesnew addition2025-12-312026-01-23 MA MASTERCARD INCORPORATED1.2K sharesnew addition2025-12-312026-01-23 NSC NORFOLK SOUTHN CORP2.4K sharesnew addition2025-12-312026-01-23 AON PLC AON PLC1.9K sharesnew addition2025-12-312026-01-23 IEI ISHARES TR5.3K sharesnew addition2025-12-312026-01-23 EMXC ISHARES INC8.2K sharesnew addition2025-12-312026-01-23 NULG NUSHARES ETF TR6.0K sharesnew addition2025-12-312026-01-23 ADP AUTOMATIC DATA PROCESSING IN2.2K shares-40.54%2025-12-312026-01-23 T AT&T INC23.0K sharesnew addition2025-12-312026-01-23 RTX RTX CORPORATION3.1K sharesnew addition2025-12-312026-01-23 CB CHUBB LIMITED1.7K sharesnew addition2025-12-312026-01-23 PDBC INVESCO ACTVELY MNGD ETC FD39.9K sharesnew addition2025-12-312026-01-23 GLW CORNING INC5.9K sharesnew addition2025-12-312026-01-23 SUB ISHARES TR4.8K sharesnew addition2025-12-312026-01-23 ASML ASML HOLDING N V462 sharesnew addition2025-12-312026-01-23 VB VANGUARD INDEX FDS1.9K shares23.88%2025-12-312026-01-23 CSX CSX CORP13.3K sharesnew addition2025-12-312026-01-23 TFC TRUIST FINL CORP9.0K sharesnew addition2025-12-312026-01-23 SCHF SCHWAB STRATEGIC TR18.3K sharesnew addition2025-12-312026-01-23 ALPHABET INC ALPHABET INC1.4K shares-76.14%2025-12-312026-01-23 TSLA TESLA INC882 shares-96.35%2025-12-312026-01-23 ABBV ABBVIE INC1.7K shares-80.56%2025-12-312026-01-23 BNDX VANGUARD CHARLOTTE FDS7.8K sharesnew addition2025-12-312026-01-23 KO COCA COLA CO5.3K shares-68.49%2025-12-312026-01-23 PAA PLAINS ALL AMERN PIPELINE L20.7K sharesnew addition2025-12-312026-01-23 CAT CATERPILLAR INC646 sharesnew addition2025-12-312026-01-23 UNP UNION PAC CORP1.6K sharesnew addition2025-12-312026-01-23 ICSH ISHARES TR7.2K shares72.53%2025-12-312026-01-23 MMM 3M CO2.3K shares19.16%2025-12-312026-01-23 BCD ABRDN ETFS11.5K sharesnew addition2025-12-312026-01-23 CSCO CISCO SYS INC4.6K sharesnew addition2025-12-312026-01-23 CVX CHEVRON CORP NEW2.3K sharesnew addition2025-12-312026-01-23 HODL VANECK BITCOIN ETF14.3K sharesnew addition2025-12-312026-01-23 SBUX STARBUCKS CORP4.2K sharesnew addition2025-12-312026-01-23 MBB ISHARES TR3.6K sharesnew addition2025-12-312026-01-23 ESGU ISHARES TR2.2K sharesnew addition2025-12-312026-01-23 ESGD ISHARES TR3.5K sharesnew addition2025-12-312026-01-23 BIL SPDR SERIES TRUST3.5K sharesnew addition2025-12-312026-01-23 MTUM ISHARES TR1.3K sharesnew addition2025-12-312026-01-23 DIS DISNEY WALT CO2.8K sharesnew addition2025-12-312026-01-23 QQEW FIRST TR EXCHANGE-TRADED FD2.2K sharesnew addition2025-12-312026-01-23 EATON CORP PLC EATON CORP PLC950 sharesnew addition2025-12-312026-01-23 IMCG ISHARES TR3.8K sharesnew addition2025-12-312026-01-23 FDX FEDEX CORP1.0K sharesnew addition2025-12-312026-01-23 ISTB ISHARES TR6.0K sharesnew addition2025-12-312026-01-23 IGSB ISHARES TR5.4K sharesnew addition2025-12-312026-01-23 EQAL INVESCO EXCH TRADED FD TR II5.4K sharesnew addition2025-12-312026-01-23 MDLZ MONDELEZ INTL INC5.2K sharesnew addition2025-12-312026-01-23 NULV NUSHARES ETF TR5.7K sharesnew addition2025-12-312026-01-23 BK BANK NEW YORK MELLON CORP2.1K sharesnew addition2025-12-312026-01-23 VZ VERIZON COMMUNICATIONS INC6.1K shares-13.00%2025-12-312026-01-23 OKE ONEOK INC NEW3.3K sharesnew addition2025-12-312026-01-23 IEF ISHARES TR2.4K sharesnew addition2025-12-312026-01-23 HXL HEXCEL CORP NEW3.2K sharesnew addition2025-12-312026-01-23 XJH ISHARES TR5.1K sharesnew addition2025-12-312026-01-23 PM PHILIP MORRIS INTL INC1.4K shares-36.68%2025-12-312026-01-23 IDU ISHARES TR2.1K sharesnew addition2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS745 shares-76.54%2025-12-312026-01-23 TSM TAIWAN SEMICONDUCTOR MFG LTD700 sharesnew addition2025-12-312026-01-23 PWR QUANTA SVCS INC500 sharesnew addition2025-12-312026-01-23 ALL ALLSTATE CORP1.0K sharesnew addition2025-12-312026-01-23 RSPT INVESCO EXCHANGE TRADED FD T4.4K sharesnew addition2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available