Redwood Wealth Management Group, LLC
CIK 1963839 · Holdings on Jun 30, 2024 · First reported Aug 9, 2024
Top ten holdings
Q2 2024- HNHAF4.24%
- MSFT3.71%
- AAPL2.97%
- IBM2.60%
- IVW2.48%
- IVV2.44%
- NVDA2.43%
- GOOGL2.30%
- GOOG2.20%
- SDY2.17%
Share classes counted separately27.54%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IBMWeight decreased · -1.44 pp4.04% → 2.60%Shares +16 (+0.08%)
- MSFTWeight decreased · -1.20 pp4.91% → 3.71%Shares +10 (+0.09%)
- SDYWeight decreased · -1.06 pp3.23% → 2.17%Shares -578 (-2.49%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | HNHAFHON HAI PRECISION INDUSTRYEQTY View history and evidence | $5.63M | 4.24% | 855.09K shares | Prior unavailable +855.09K | New | ↗▾ |
| 02 | MSFTMICROSOFT CORPEQTY View history and evidence | $4.92M | 3.71% | 11.01K shares | 4.91% → 3.71%-1.20 pp +10 (+0.09%) | Added | ↗▾ |
| 03 | AAPLAPPLE INCEQTY View history and evidence | $3.95M | 2.97% | 18.75K shares | 3.44% → 2.97%-0.47 pp -160 (-0.85%) | Reduced | ↗▾ |
| 04 | IBMINTL BUSINESS MACHINES CORPEQTY View history and evidence | $3.46M | 2.60% | 19.99K shares | 4.04% → 2.60%-1.44 pp +16 (+0.08%) | Added | ↗▾ |
| 05 | IVWISHARES S&P 500 GROWTH ETFEQTY View history and evidence | $3.30M | 2.48% | 35.63K shares | 3.16% → 2.48%-0.68 pp +327 (+0.93%) | Added | ↗▾ |
| 06 | IVVISHARES CORE S&P 500 ETFEQTY View history and evidence | $3.25M | 2.44% | 5.93K shares | 3.22% → 2.44%-0.78 pp +154 (+2.67%) | Added | ↗▾ |
| 07 | NVDANVIDIA CORPEQTY View history and evidence | $3.23M | 2.43% | 26.14K shares | 2.47% → 2.43%-0.04 pp +23.57K (+914.47%) | Added | ↗▾ |
| 08 | GOOGLALPHABET INC-CL AEQTY View history and evidence | $3.06M | 2.30% | 16.78K shares | 2.69% → 2.30%-0.39 pp -33 (-0.20%) | Reduced | ↗▾ |
| 09 | GOOGALPHABET INC-CL CEQTY View history and evidence | $2.93M | 2.20% | 15.95K shares | 2.55% → 2.20%-0.35 pp +155 (+0.98%) | Added | ↗▾ |
| 10 | SDYSS SPDR S&P DIVIDEND ETFEQTY View history and evidence | $2.88M | 2.17% | 22.62K shares | 3.23% → 2.17%-1.06 pp -578 (-2.49%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1963839 · Period 2024-06-30
Data loaded 2026-09-23 · First reported 2024-08-09
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 132787511
}Research all 1,199 reported holdings.
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