Fund HoldingsRedwood Investment Management, LLC

Total Portfolio Value
$1.03M
Total Bought
$491.3K
Total Sold
$579.7K
Net Transaction
-$88.4K
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ISHARES RUSSELL 2000 ETF0623,612+623,612013813.44%+138
LeaderShares Equity Skew ETF01,287,278+1,287,2780434.22%+43
LeaderShares AlphaFactor Tacti
LEASERSHS ALPHAF
01,071,969+1,071,9690434.20%+43
SPDR PORTFOLIO S&P 500 GROWT
ST STR P500GRW
64,176318,543+254,3675282.73%+23
SPDR PORT S&P 500 VALUE
ST STR P500VAL
0511,184+511,1840262.55%+26
SPDR S&P 600 SMALL CAP VALUE
ST STR SP600SM C
82,722158,179+75,4577141.35%+7
HEALTHCARE REALTY TRUST INC(HR)0358,445+358,445060.59%+6
BOYD GAMING CORP(BYD)070,815+70,815050.50%+5
CHOICE HOTELS INTL INC(CHH)036,084+36,084050.50%+5
COREBRIDGE FINANCIAL INC(CRBD)0170,358+170,358050.50%+5
HP INC(HPQ)0215,080+215,080070.68%+7
BLUE OWL CAPITAL INC(OBDC)0218,623+218,623050.50%+5
SIRIUS XM HOLDINGS INC(SIRI)0163,129+163,129040.36%+4
CF INDUSTRIES HOLDINGS INC(CF)043,554+43,554040.36%+4
GLOBE LIFE INC033,293+33,293040.36%+4
VERISIGN INC017,937+17,937040.36%+4
EOG RESOURCES INC(EOG)030,240+30,240040.36%+4
EURONET WORLDWIDE INC(EEFT)035,867+35,867040.36%+4
BOSTON BEER COMPANY INC A(SAM)012,287+12,287040.36%+4
HARLEY-DAVIDSON INC(HOG)0122,327+122,327040.36%+4
AMERICAN INTERNATIONAL GROUP070,282+70,282050.50%+5
HOLOGIC INC051,107+51,107040.36%+4
MONSTER BEVERAGE CORP(MNST)070,099+70,099040.36%+4
AVNET INC070,046+70,046040.36%+4
PREMIER INC-CLASS A0172,726+172,726040.36%+4
US FOODS HOLDING CORP(USFD)27,20575,653+48,448250.50%+3
OLD REPUBLIC INTL CORP(ORI)0141,230+141,230050.50%+5
HCA HEALTHCARE INC(HCA)4,41017,107+12,697250.50%+3
MATCH GROUP INC(MTCH)73,757184,097+110,340360.59%+3
iShares US Equity Factor Rot
ISHARES US EQUIT
058,910+58,910030.29%+3
LAMB WESTON HOLDINGS INC(LW)035,897+35,897020.23%+2
ABBVIE INC(ABBV)013,633+13,633020.24%+2
APA CORPORATION COM(APA)084,769+84,769020.19%+2
GODADDY INC - CLASS A(GDDY)09,588+9,588020.18%+2
RAPID7 INC13,02159,011+45,990020.23%+2
AES CORP(AES)0146,483+146,483020.18%+2
EXPEDIA GROUP INC(EXPE)010,100+10,100020.18%+2
HUNTINGTON INGALLS INDUSTRIE(HII)09,637+9,637020.18%+2
CELANESE CORP SER A(CE)026,116+26,116020.18%+2
Microsoft Corp(MSFT)013,892+13,892060.57%+6
FIRST ENERGY CORP(FE)044,880+44,880020.17%+2
TEXAS INSTRUMENTS INC(TXN)09,487+9,487020.17%+2
Invesco S&P 500 Momentum ETF5,07523,848+18,773020.22%+2
LOCKHEED MARTIN CORP COM(LMT)03,628+3,628020.17%+2
GENUINE PARTS COMPANY(GPC)015,048+15,048020.17%+2
LYONDELLBASELL INDUSTRIES N V SHS A
SHS - A -
023,030+23,030020.17%+2
VICI PPTYS INC(VICI)058,052+58,052020.17%+2
Invesco QQQ Trust Series 13,9916,977+2,986240.35%+2
BERKSHIRE HATHAWAY INC DEL03,436+3,436020.15%+2
WALT DISNEY CO(DIS)013,931+13,931020.15%+2
ALTRIA GROUP INC(MO)066,276+66,276030.34%+3
GRAND CANYON EDUCATION INC(LOPE)08,878+8,878010.14%+1
PAYPAL HOLDINGS INC(PYPL)016,948+16,948010.14%+1
COCA COLA CONSOLIDATED INC(COKE)01,147+1,147010.14%+1
WESCO INTERNATIONAL INC(WCC)07,987+7,987010.14%+1
BOOZ ALLEN HAMILTON HOLDINGS011,173+11,173010.14%+1
GENERAC HOLDINGS INC(GNRC)09,262+9,262010.14%+1
INCYTE CORP(INCY)020,788+20,788010.14%+1
TWILIO INC - A(TWLO)013,290+13,290010.14%+1
BUILDERS FIRSTSOURCE INC(BLDR)010,023+10,023010.14%+1
NETAPP INC(NTAP)012,344+12,344010.14%+1
LITHIA MOTORS INC(LAD)04,005+4,005010.14%+1
VONTIER CORP(VNT)039,270+39,270010.14%+1
FIDELITY NATIONAL INFO SERV(FIS)017,707+17,707010.14%+1
TELEDYNE TECHNOLOGIES INC(TDY)03,081+3,081010.14%+1
VOYA FINANCIAL INC(VOYA)020,781+20,781010.14%+1
DUOLINGO(DUOL)04,407+4,407010.14%+1
TOPBUILD CORP04,589+4,589010.14%+1
CENCORA INC06,354+6,354010.14%+1
FERGUSON ENTERPRISES INC(FERG)08,228+8,228010.14%+1
O'REILLY AUTOMOTIVE INC(ORLY)01,204+1,204010.14%+1
AECOM(ACM)013,363+13,363010.14%+1
GOLDMAN SACHS GROUP INC(GS)02,492+2,492010.14%+1
LOUISIANA-PACIFIC CORP(LPX)013,780+13,780010.14%+1
PLANET FITNESS INC - CL A(PLNT)014,432+14,432010.14%+1
RAYMOND JAMES FINANCIAL INC(RJF)09,190+9,190010.14%+1
RELIANCE INC(RS)05,295+5,295010.14%+1
RYDER SYSTEM INC(R)09,092+9,092010.14%+1
API GROUP CORP(APG)039,625+39,625010.14%+1
DR HORTON INC(DHI)010,190+10,190010.14%+1
WILLIAMS-SONOMA INC(WSM)07,689+7,689010.14%+1
WYNDHAM HOTELS RESORTS INC(WH)014,132+14,132010.14%+1
FOX CORP - CLASS A(FOX)029,269+29,269010.14%+1
HYATT HOTELS CORP - CL A(H)09,052+9,052010.14%+1
WOODWARD INC(WWD)08,538+8,538010.14%+1
DOCUSIGN INC(DOCU)015,786+15,786010.14%+1
BELLRING BRANDS INC(BRBR)018,820+18,820010.14%+1
CISCO SYSTEMS INC(CSCO)059,535+59,535040.34%+4
SEI INVESTMENTS COMPANY(SEIC)017,192+17,192010.14%+1
EMCOR GROUP INC(EME)03,122+3,122010.14%+1
AZEK CO INC029,817+29,817010.14%+1
EXELIXIS INC(EXEL)042,286+42,286010.14%+1
NVIDIA Corp(NVDA)030,588+30,588040.40%+4
Amazoncom Inc(AMZN)013,123+13,123030.28%+3
Vanguard S&P 500 ETF63,16863,945+77733343.36%+1
iShares Flexible Income Active020,171+20,171010.10%+1
TRAVEL LEISURE CO(TNL)0107,713+107,713050.53%+5
Tesla Inc(TSLA)04,066+4,066020.16%+2
Broadcom Inc(AVGO)3,7485,700+1,952110.13%+1
HR BLOCK INC0102,452+102,452050.53%+5
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