The Analysis of Redwood Wealth Management Group, LLC's Holdings
Currently, Redwood Wealth Management Group, LLC holds 187 types of securities in its portfolio with a total value $239.1M. In the most recent quarter, they have increased their positions in N/A (+29.1K shares, valued at $790.1K), N/A (+3.0K shares, valued at $747.7K), APLD (+23.8K shares, valued at $584.1K); decreased their positions in N/A (-1.4M shares, valued at $1.4M), WGMI (-31.8K shares, valued at $1.2M), N/A (-357.8K shares, valued at $357.8K); initiated new positions in N/A (+29.1K shares, valued at $790.1K), APLD (+23.8K shares, valued at $584.1K), N/A (+32.5K shares, valued at $459.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
PG&E CORP PG&E CORP20.4M shares-6.44%2025-12-312026-02-03
NVDA ADVANCED MICRO DEVIC32.1K shares0.11%2025-12-312026-02-03 MSFT CENTERPOINT ENERGY INC12.1K shares-0.93%2025-12-312026-02-03 IBM SANGAMO THERAPEUTICS INC19.1K shares-1.27%2025-12-312026-02-03 GRNY MARATHON PETE CORP206.0K shares-4.93%2025-12-312026-02-03 AAPL GOLDMAN SACHS NASDAQ 100PRM ETF15.5K shares-2.43%2025-12-312026-02-03 AMZN ISHARES S&P MID CAP 400 GRWTH ETF18.2K shares5.81%2025-12-312026-02-03 IVW RAPID7 INC33.7K shares-1.01%2025-12-312026-02-03 GARMIN LTD F GARMIN LTD F61.3K shares2.64%2025-12-312026-02-03 PLTR AFLAC INC21.5K shares-0.68%2025-12-312026-02-03 IVV FREEPORT-MCMORAN INC5.4K shares-3.86%2025-12-312026-02-03 IWM SEMPRA13.6K shares-4.08%2025-12-312026-02-03 UNUM GROUP UNUM GROUP108.2K shares1.32%2025-12-312026-02-03 NATERA INC NATERA INC2.8M shares7.77%2025-12-312026-02-03 TLT IMMUNIC INC31.5K shares21.65%2025-12-312026-02-03 ET JANUS HENDERSON CONTRARIAN I165.5K shares-4.93%2025-12-312026-02-03 LLY INSTALLED BLDG PRODS INC2.4K shares-0.25%2025-12-312026-02-03 IONQ INC IONQ INC351.0K shares-0.89%2025-12-312026-02-03 XOM AMCOR PLC F21.0K shares-1.21%2025-12-312026-02-03 KMI AFFIRM HLDGS INC CLASS A90.0K shares-0.73%2025-12-312026-02-03 TSLA MCCORMICK & CO INC CLASS CLASS N5.1K shares1.34%2025-12-312026-02-03 MU LUCID GROUP INC7.2K shares1.76%2025-12-312026-02-03 VEA YUM CHINA HLDGS INC29.2K shares-0.73%2025-12-312026-02-03 IJH DT MIDSTREAM INC27.2K shares-1.93%2025-12-312026-02-03 JMBS AGILENT TECHNOLOGIES INC38.7K shares-0.84%2025-12-312026-02-03 META TOTALENERGIES F2.6K shares6.31%2025-12-312026-02-03 QIAGEN NV F QIAGEN NV F46.4K shares-0.86%2025-12-312026-02-03 IJR PEPSICO INC14.3K shares-3.27%2025-12-312026-02-03 SDY KLA CORP12.0K shares-5.01%2025-12-312026-02-03 INSULET CORP INSULET CORP12.9K shares-1.74%2025-12-312026-02-03 ZETA NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHS61.5K shares9.21%2025-12-312026-02-03 S FORMFACTOR INC78.1K shares-16.20%2025-12-312026-02-03 CAT SUBURBAN PROPANE PART LP1.9K shares1.25%2025-12-312026-02-03 RTX THE TRADE DESK INC CLASS CLASS A6.0K shares0.18%2025-12-312026-02-03 AMD FUNDSTRAT GRANNY SHT US LG CP ETF5.1K shares1.31%2025-12-312026-02-03 SLV ROBINHOOD MKTS INC CLASS A16.6K shares0.00%2025-12-312026-02-03 PG GEN DIGITAL INC7.3K shares-0.03%2025-12-312026-02-03 ABBV SCHWAB SHORT TERM US TREASURY ETF4.5K shares-0.35%2025-12-312026-02-03 IOT NEWLAKE CAP PARTNERS INC27.3K shares116.47%2025-12-312026-02-03 SCCO GENERAL DYNAMICS CORP6.0K shares0.85%2025-12-312026-02-03 BABA ISHARES RUSSELL 1000 GROWTH ETF5.8K shares-2.10%2025-12-312026-02-03 RIO ONEOK INC NEW10.0K shares3.10%2025-12-312026-02-03 BMY VIVA BIOTECH HLDGS ORDF14.7K shares8.51%2025-12-312026-02-03 ENB AMERICAN FUNDS WASHINGTON MUTUAL F216.5K shares1.30%2025-12-312026-02-03 WGMI VIATRIS INC20.5K shares-60.77%2025-12-312026-02-03 QCOM KINDER MORGAN INC DEL4.5K shares0.20%2025-12-312026-02-03 CSX SIMON PPTY GROUP INC NEWREIT21.1K shares-0.14%2025-12-312026-02-03 ASML SCHWAB PRIME ADVANTAGE MONEY INVESTOR703 shares1.44%2025-12-312026-02-03 UBER ARISTA NETWORKS INC9.0K shares-0.51%2025-12-312026-02-03 JNJ MERCADOLIBRE INC3.5K shares0.26%2025-12-312026-02-03 AMGN ISHARES BITCOIN ETF2.1K shares-0.83%2025-12-312026-02-03 MCD DIAMONDBACK ENERGY INC2.3K shares-1.84%2025-12-312026-02-03 CSCO GUGGENHEIM TOTAL RETURN BOND P9.1K shares0.09%2025-12-312026-02-03 VZ KING & PIERCE CNTY 316.9K shares-32.21%2025-12-312026-02-03 OKTA DELTA AIR LINES INC DEL7.5K shares41.06%2025-12-312026-02-03 JPM BROWN & BROWN INC2.0K shares-1.27%2025-12-312026-02-03 GDX PRECISION BIOSCIENCES IN7.3K shares0.00%2025-12-312026-02-03 WMT TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS5.5K shares-2.77%2025-12-312026-02-03 APLD INVSC S P 500 TOP 50 ETF23.8K sharesnew addition2025-12-312026-02-03 REGN MCDONALDS CORP755 shares49.21%2025-12-312026-02-03 TRP LEONARDO DRS INC10.4K shares-1.18%2025-12-312026-02-03 T ISHARES CORE MSCI EAFE ETF22.9K shares-6.87%2025-12-312026-02-03 EPD FNMA PL 889572 5.517.5K shares-5.03%2025-12-312026-02-03 INGR AUTOMATIC DATA PROCESSIN5.0K shares0.00%2025-12-312026-02-03 TERAWULF INC TERAWULF INC49.4K shares-8.24%2025-12-312026-02-03 BIDU VANGUARD FTSE DEVELOPED MARKETS ETF4.1K shares-3.54%2025-12-312026-02-03 URNM XCEL ENERGY INC9.3K shares0.34%2025-12-312026-02-03 LMT CHEVRON CORP NEW1.0K shares1.27%2025-12-312026-02-03 PM ALPHABET INC CLASS CLASS A3.1K shares-2.40%2025-12-312026-02-03 ETH ELEVANCE HEALTH INC17.4K shares8.04%2025-12-312026-02-03 PFE COUSINS PPTYS INC18.4K shares-15.94%2025-12-312026-02-03 GLXY NORTEL NETWORKS CO XXXREGISTRATION REVOKED BY THE SEC EFF: 10/14/1520.0K sharesnew addition2025-12-312026-02-03 HIMX TYLER TECHNOLOGIES INC52.9K shares-19.48%2025-12-312026-02-03 NEM ADTRAN HLDGS INC4.3K shares-4.53%2025-12-312026-02-03 AMAT SPDR S&P MIDCAP 400 ETF1.6K shares-0.66%2025-12-312026-02-03 PANW CADENCE DESIGN SYS INC2.3K shares-10.03%2025-12-312026-02-03 XLE PNC FINL SERVICES9.0K shares50.87%2025-12-312026-02-03 OPRA GENERAL MILLS INC27.8K shares4.00%2025-12-312026-02-03 TSM ILLUMINA INC1.3K shares1.90%2025-12-312026-02-03 HSAI ORACLE CORP16.9K shares112.45%2025-12-312026-02-03 CRWD DFA US LARGE CAP EQUITY INSTITUTIONAL800 shares-3.26%2025-12-312026-02-03 ALAB VANGUARD S&P 500 ETF2.2K sharesnew addition2025-12-312026-02-03 CIVI FRANKLIN CONVERTIBLE SECURITIES ADV13.7K shares8.47%2025-12-312026-02-03 IWB KRAFT HEINZ CO966 shares-16.94%2025-12-312026-02-03 PEG ESSENTIAL UTILS INC4.5K shares-0.65%2025-12-312026-02-03 BHP ISHARES RUSSELL 1000 ETF5.8K shares7.37%2025-12-312026-02-03 BA VANECK SOCIAL SENTIMENT ETF1.6K shares22.48%2025-12-312026-02-03 NIO HEMPAMERICANA INC61.3K shares-6.75%2025-12-312026-02-03 CRNC WESTLAKE CHEM PARTNER LP29.2K shares3.13%2025-12-312026-02-03 BTO NET SVGS LINK INC8.8K shares0.00%2025-12-312026-02-03 PYPL ABBOTT LABS5.3K shares33.22%2025-12-312026-02-03 CTRA PROLOGIS INC REIT11.6K shares-18.46%2025-12-312026-02-03 SQM PRAXIS PRECISION MEDICIN4.3K sharesnew addition2025-12-312026-02-03 V SONY GROUP CORP FTRADES WITH DUE BILLS844 shares-1.40%2025-12-312026-02-03 DTE JHANCOCK DISCIPLINED VALUE MID CAP I2.3K shares-3.27%2025-12-312026-02-03 DVN BARON FOCUSED GROWTH INSTITUTIONAL8.0K shares1.70%2025-12-312026-02-03 MSTR GUARDANT HEALTH INC1.9K shares51.59%2025-12-312026-02-03 GCT ZURICH INS GROUP LTD FSPONSORED ADR 1 ADR REP 0.05 ORD SHS7.4K shares0.96%2025-12-312026-02-03 JD MERCK & CO. INC.10.1K shares-3.42%2025-12-312026-02-03 GLW ARTISAN INTERNATIONAL INSTITUTIONAL3.3K shares14.19%2025-12-312026-02-03 AOSL Net Worth14.1K shares-28.70%2025-12-312026-02-03 DINO NORTHWESTERN ENERGY6.0K shares-11.36%2025-12-312026-02-03 CVX GUGGENHEIM TOTAL RETURN BOND INSTL1.8K shares6.61%2025-12-312026-02-03 DIS VANGUARD LTD-TERM TX-EX ADM2.4K shares-10.52%2025-12-312026-02-03 JEPQ VERTEX PHARMACEUTICALS I4.6K shares0.00%2025-12-312026-02-03 MS WASTE MGMT INC DEL1.5K shares18.42%2025-12-312026-02-03 VIG BRISTOL MYERS SQUIBB CO1.2K shares0.00%2025-12-312026-02-03 SPHQ BAXTER INTL INC3.5K shares-19.90%2025-12-312026-02-03 NFLX UGI CORP NEW2.8K shares1221.60%2025-12-312026-02-03 CEG JPMORGAN LARGE CAP GROWTH I720 shares-0.28%2025-12-312026-02-03 ADBE J P MORGAN NASDAQ EQT PRM INC ETF723 shares-14.03%2025-12-312026-02-03 BRBR ISHARES S&P SMLL CAP 600GRTH ETF9.4K shares-30.88%2025-12-312026-02-03 GEV CENOVUS ENERGY INC F383 sharesnew addition2025-12-312026-02-03 RGNX TERADYNE INC17.4K sharesnew addition2025-12-312026-02-03 NVS Q32 BIO INC1.8K shares-5.12%2025-12-312026-02-03 IONQ S&P GLOBAL INC5.5K shares-1.25%2025-12-312026-02-03 TSHA NATERA INC44.7K sharesnew addition2025-12-312026-02-03 VICR MICHIGAN ST TRUNK L 42.2K sharesnew addition2025-12-312026-02-03 SDGR KULICKE & SOFFA INDS INC13.4K shares2.76%2025-12-312026-02-03 VLO AVIAT NETWORKS INC1.5K shares-1.54%2025-12-312026-02-03 DECK FIDELITY REAL ESTATE INCOME2.3K shares-28.22%2025-12-312026-02-03 PNC VISA INC CLASS CLASS A1.1K shares-0.09%2025-12-312026-02-03 CRDO SIBANYE STILLWATER LTD FUNSPONSORED ADR 1 ADR REPS 4 ORD SHS1.6K shares5.16%2025-12-312026-02-03 CRUS LORD ABBETT BOND-DEBENTURE I1.9K shares-2.26%2025-12-312026-02-03 ADI ISHARES GLOBAL INFRASTRUCTURE ETF847 shares-2.31%2025-12-312026-02-03 LX MARKEL GROUP INC69.9K shares14.58%2025-12-312026-02-03 SIEGY UBER TECHNOLOGIES INC1.6K shares0.00%2025-12-312026-02-03 ORCL DOORDASH INC CLASS A1.1K shares-3.55%2025-12-312026-02-03 DTM FIDELITY ADVISOR FOCUSED EMERGING MARKETS Z1.9K shares-4.64%2025-12-312026-02-03 CLSK GUGGENHEIM LIMITED DURATION P21.7K shares-7.27%2025-12-312026-02-03 FTSM BITFARMS LTD F3.6K shares-4.60%2025-12-312026-02-03 SOFI KEURIG DR PEPPER INC8.3K shares-2.37%2025-12-312026-02-03 GE VERNOVA INC GE VERNOVA INC215.0K sharesnew addition2025-12-312026-02-03 F SEARS CDA INC F16.4K shares-37.66%2025-12-312026-02-03 MGK NUTRIBAND INC519 shares0.00%2025-12-312026-02-03 NVTS THERMO FISHER SCIENTIFIC29.8K shares-33.02%2025-12-312026-02-03 CL TWEEDY, BROWNE VALUE2.5K shares-0.39%2025-12-312026-02-03 PATH REGENXBIO INC12.3K sharesnew addition2025-12-312026-02-03 NRG WEC ENERGY GROUP INC1.3K shares0.00%2025-12-312026-02-03 FSK FLEX LTD F13.5K shares-33.26%2025-12-312026-02-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available