Red Door Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 17, 2024
Value $
$567M
Signature - Title
John Phillips V - CIO/Founding Member
Location
756 Ridge Lake Boulevard, Memphis, TN
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 197 $567M +$67.6M -$9.26M +$58.3M BRKB, NVDA, SCHX, AAPL, MSFT 13F-HR 7/17/2024, 04:59 PM
Q1 2024 194 $519M +$31.8M -$16M +$15.7M BRKB, SCHX, MSFT, NVDA, AAPL 13F-HR 4/17/2024, 04:52 PM
Q4 2023 198 $461M +$25.9M -$3.75M +$22.1M BRKB, SCHX, AAPL, MSFT, FDX 13F-HR 1/17/2024, 10:59 AM
Q3 2023 177 $399M +$12M -$49.5M -$37.6M BRKB, SCHX, AAPL, MSFT, FDX 13F-HR 10/19/2023, 04:00 PM
Q2 2023 219 $450M +$123M -$14M +$109M BRKB, AAPL, SCHX, MSFT, FDX 13F-HR 8/7/2023, 12:15 PM
Q1 2023 142 $319M +$13.9M -$12.6M +$1.3M SCHX, AAPL, PHYS, MSFT, SLYV 13F-HR 5/8/2023, 11:52 AM
Q4 2022 140 $305M +$23.6M -$5.09M +$18.5M SCHX, AAPL, PHYS, MSFT, SLYV 13F-HR 1/23/2023, 03:20 PM
Q3 2022 130 $264M +$20.2M -$2.33M +$17.9M SCHX, AAPL, MSFT, PHYS, AMZN 13F-HR 10/13/2022, 10:41 AM
Q2 2022 134 $270M +$27M -$5.67M +$21.3M SCHX, AAPL, MSFT, GOOG, AMZN 13F-HR 7/12/2022, 05:41 PM
Q1 2022 137 $298M +$43M -$25.3M +$17.7M SCHX, AAPL, MSFT, AMZN, GOOG 13F-HR 4/20/2022, 12:31 PM
Q4 2021 159 $304M +$22.3M -$5.6M +$16.7M SCHX, AAPL, MSFT, GOOG, AMZN 13F-HR 2/14/2022, 01:01 PM
Q3 2021 154 $261M +$26M -$19.6M +$6.42M SCHX, AAPL, MSFT, AMZN, GOOG 13F-HR 10/14/2021, 03:08 PM
Q2 2021 599 $257M +$54.9M -$7.37M +$47.5M SCHX, AAPL, MSFT, AMZN, GOOG 13F-HR 7/29/2021, 09:14 AM
Q1 2021 117 $196M +$22.6M -$4.47M +$18.2M SCHX, AAPL, GLD, AMZN, MSFT 13F-HR 4/27/2021, 11:55 AM
Q4 2020 107 $170M +$22.8M -$4.29M +$18.5M SCHX, GLD, AAPL, AMZN, MSFT 13F-HR 1/12/2021, 12:06 PM
Q3 2020 101 $136M +$10.3M -$14M -$3.72M SCHX, AAPL, AMZN, MSFT, FDX 13F-HR 10/14/2020, 11:22 AM
Q2 2020 433 $137M +$18.3M -$4.93M +$13.3M SCHX, AAPL, AMZN, MSFT, SCHB 13F-HR 7/7/2020, 09:03 AM
Q1 2020 404 $104M +$23.1M -$6.9M +$16.2M SCHX, AAPL, MSFT, SCHD, AMZN 13F-HR 4/20/2020, 10:58 AM
Q4 2019 102 $109M $0 $0 SCHX, AAPL, SCHD, JPM, MSFT 13F-HR 1/29/2020, 09:18 AM