Rede Wealth, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 18, 2024
Value $
$261M
Signature - Title
Jean Carlin - CCO
Location
Charlottesville, VA
Summary
This page shows a list of all the recent 13F filings made by Rede Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rede Wealth, LLC reported 104 stock holdings with total value $261M as of Q3 2024. Top holdings included BRKA, AAPL, ITOT, JNJ, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 104 $261M +$150M -$3.08M +$147M BRKA, AAPL, ITOT, JNJ, IVV 13F-HR 10/18/2024, 01:48 PM
Q2 2024 96 $109M +$11M -$141M -$130M AAPL, ITOT, IVV, JNJ, AMZN 13F-HR 8/2/2024, 06:37 PM
Q1 2024 95 $239M +$7.53M -$6.13M +$1.4M BRKA, AAPL, ITOT, JNJ, IVV 13F-HR 5/3/2024, 11:16 AM
Q4 2023 90 $211M +$15.3M -$13.9M +$1.35M BRKA, AAPL, JNJ, ITOT, IVV 13F-HR 1/17/2024, 10:24 AM
Q3 2023 81 $199M +$1.32M -$11.8M -$10.4M BRKA, AAPL, JNJ, VTEB, IVV 13F-HR 11/8/2023, 12:21 PM
Q2 2023 98 $211M +$4.16M -$2.41M +$1.75M BRKA, AAPL, JNJ, VTEB, IVV 13F-HR 8/7/2023, 11:37 AM
Q1 2023 91 $192M +$5.66M -$2.55M +$3.11M BRKA, AAPL, JNJ, VTEB, SPTI 13F-HR 4/26/2023, 11:57 AM
Q4 2022 90 $185M +$8.29M -$8.57M -$276K BRKA, JNJ, AAPL, VTEB, SPTI 13F-HR 1/17/2023, 01:30 PM
Q3 2022 89 $168M +$6.01M -$5.09M +$927K BRKA, AAPL, JNJ, VTEB, SPTI 13F-HR 10/17/2022, 04:14 PM
Q2 2022 99 $172M +$19M -$18.5M +$536K BRKA, JNJ, AAPL, VTEB, SPY 13F-HR 7/21/2022, 02:32 PM
Q1 2022 105 $213M +$4.39M -$3.83M +$559K BRKA, AAPL, JNJ, AMZN, SPY 13F-HR 4/18/2022, 04:14 PM
Q4 2021 106 $199M +$1.69M -$7.03M -$5.33M BRKA, AAPL, JNJ, SPY, AMZN 13F-HR 2/7/2022, 09:17 AM
Q3 2021 109 $188M +$6.21M -$2.97M +$3.24M BRKA, AAPL, JNJ, LMBS, SPY 13F-HR 10/8/2021, 02:17 PM
Q2 2021 109 $187M +$15.4M -$1.31M +$14.1M BRKA, AAPL, JNJ, LMBS, SPY 13F-HR 7/22/2021, 03:45 PM
Q1 2021 101 $164M +$7.98M -$1.15M +$6.83M BRKA, JNJ, AAPL, LMBS, SPY 13F-HR 5/12/2021, 02:02 PM
Q4 2020 92 $146M $0 $0 BRKA, AAPL, JNJ, LMBS, AMZN 13F-HR 2/12/2021, 05:54 PM