Fund Holdings — Redwood Wealth Management Group, LLC

Total Portfolio Value
$132.79M
Total Bought
$42.30M
Total Sold
$3.76M
Net Transaction
+$38.53M
Filing Period:
Securities
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SharesValue ($K)
Q1 2024
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Q2 2024
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Change
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Q1 2024
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Q2 2024
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Weight (%)
▲▼
Change
▲▼
HNHAF0855,089+855,08905,6304.24%+5,630
NVDA(NVDA)2,57726,143+23,5662,3293,2302.43%+901
AAPL(AAPL)18,91018,750-1603,2433,9492.97%+706
HIMX(HIMX)087,477+87,47706950.52%+695
GOOG(GOOG)15,79815,953+1552,4052,9262.20%+521
GOOGL(GOOG)16,81416,781-332,5383,0572.30%+519
AVGO(AVGO)1,6581,677+192,1982,6922.03%+494
ETHE(ETHE)015,125+15,12504750.36%+475
JMBS
HENDERSON MTG
34,59744,145+9,5481,5601,9711.48%+411
TSLA(TSLA)2,6543,958+1,3044677830.59%+317
IVW35,30035,627+3272,9813,2972.48%+316
CRWD(CRWD)0768+76802940.22%+294
MSFT(MSFT)11,00411,014+104,6304,9233.71%+293
SILA013,734+13,73402910.22%+291
VWAGY024,292+24,29202900.22%+290
CRUS(CRUS)02,177+2,17702780.21%+278
META(META)1,1251,604+4795468090.61%+262
LLY(LLY)1,9361,948+121,5061,7641.33%+258
GDX
GOLD MINERS ETF
07,000+7,00002380.18%+238
VIG01,204+1,20402200.17%+220
IVV5,7765,930+1543,0373,2452.44%+208
ADI(ADI)0884+88402020.15%+202
BMRN(BMRN)02,447+2,44702010.15%+201
JEPQ
NASDAQ EQT PREM
03,500+3,50001940.15%+194
NEM(NEM)04,501+4,50101880.14%+188
TXN(TXN)0938+93801820.14%+182
VWO04,146+4,14601810.14%+181
AY08,000+8,00001760.13%+176
WTRG(WTRG)04,659+4,65901740.13%+174
DUK(DUK)01,720+1,72001720.13%+172
EGY(EGY)027,300+27,30001710.13%+171
PNC(PNC)01,090+1,09001690.13%+169
APD0652+65201680.13%+168
AMT(AMT)0858+85801670.13%+167
SCHD02,120+2,12001650.12%+165
ENVX(ENVX)010,650+10,65001650.12%+165
CMI(CMI)0593+59301640.12%+164
CIVI02,375+2,37501640.12%+164
KMI(KMI)106,648106,636-121,9562,1191.60%+163
CVX(CVX)01,029+1,02901610.12%+161
DEM(WT)03,688+3,68801600.12%+160
SBUX(SBUX)02,048+2,04801590.12%+159
PAA(PAA)08,870+8,87001580.12%+158
ITOT01,328+1,32801580.12%+158
RPG
S&P500 PUR GWT
04,224+4,22401570.12%+157
QCOM(QCOM)5,3485,311-379051,0580.80%+152
AIG02,042+2,04201520.11%+152
SIEGY01,612+1,61201500.11%+150
DTIL(DTIL)015,378+15,37801500.11%+150
SO(SO)01,917+1,91701490.11%+149
FSCO(FSCO)023,035+23,03501470.11%+147
HESM(HESM)04,020+4,02001460.11%+146
TSM(TSM)0835+83501450.11%+145
NFLX(NFLX)0215+21501450.11%+145
C(C)02,285+2,28501450.11%+145
MO(MO)03,176+3,17601450.11%+145
CEG(CEG)0716+71601430.11%+143
CCI(CCI)01,467+1,46701430.11%+143
MS(MS)01,467+1,46701430.11%+143
DTM(DTM)01,970+1,97001400.11%+140
QGEN(QGEN)03,388+3,38801390.10%+139
QCLN29,54032,405+2,8651,9462,0851.57%+139
VUG0370+37001380.10%+138
KIGRY013,100+13,10001360.10%+136
WGMI
COINSHARES BITCN
15,60019,900+4,3002854210.32%+136
AB(AB)04,010+4,01001350.10%+135
TTE02,000+2,00001330.10%+133
BWA04,121+4,12101330.10%+133
INTT(INTT)013,395+13,39501320.10%+132
HON(HON)0616+61601320.10%+132
WY(WY)04,610+4,61001310.10%+131
EVRG(EVRG)02,433+2,43301290.10%+129
NRG(NRG)01,649+1,64901280.10%+128
PRU(PFH)01,081+1,08101270.10%+127
MGK0395+39501240.09%+124
FBIN(FBIN)01,904+1,90401240.09%+124
ED(ED)01,365+1,36501220.09%+122
ASML
N Y REGISTRY SHS
0119+11901220.09%+122
VGSH
SHORT TERM TREAS
02,014+2,01401170.09%+117
PANW(PANW)9991,176+1772843990.30%+115
DRS(DRS)04,500+4,50001150.09%+115
IONS(IONS)02,408+2,40801150.09%+115
EMN(EMN)01,165+1,16501140.09%+114
AMZN(AMZN)5,3095,546+2379581,0720.81%+114
IRM(IRM)01,245+1,24501120.08%+112
EFA01,420+1,42001110.08%+111
OSK(OSK)01,027+1,02701110.08%+111
FMB
MANAGD MUN ETF
02,175+2,17501110.08%+111
ALL(ALL)0693+69301110.08%+111
UPS(UPS)0798+79801090.08%+109
BITX
2X BITCOIN ETF
03,400+3,40001080.08%+108
SYF(SYF)02,271+2,27101070.08%+107
GLW(GLW)02,750+2,75001070.08%+107
UCTT(UCTT)02,160+2,16001060.08%+106
TSHA(TSHA)046,400+46,40001040.08%+104
LMBS
FST LOW OPPT EFT
02,141+2,14101030.08%+103
VIPS(VIPS)07,897+7,89701030.08%+103
KALU(KALU)01,165+1,16501020.08%+102
CVI(CVI)03,812+3,81201020.08%+102
LX(LX)061,755+61,75501020.08%+102
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Redwood Wealth Management Group, LLC — 13F Holdings — Q2 2024 | TickerTrail