Redwood Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$202M
Signature - Title
Samuel Bridgers, III - Managing Partner
Location
Moorestown, NJ
Summary
This page shows a list of all the recent 13F filings made by Redwood Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Redwood Wealth Management Group, LLC reported 156 stock holdings with total value $202M as of Q3 2024. Top holdings included MSFT, IBM, AAPL, IVW, and IVV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 156 $202M +$97.5M -$30.7M +$66.8M MSFT, IBM, AAPL, IVW, IVV 13F-HR 11/13/2024, 02:25 PM
Q2 2024 1,195 $133M +$40.4M -$2.01M +$38.4M MSFT, AAPL, IBM, IVW, IVV 13F-HR 8/9/2024, 10:58 AM
Q1 2024 111 $94.4M +$6.47M -$8.91M -$2.44M MSFT, IBM, AAPL, SDY, IVV 13F-HR 5/7/2024, 03:31 PM
Q4 2023 143 $90.2M +$2.65M -$5.22M -$2.56M MSFT, AAPL, IBM, SDY, IVV 13F-HR 1/25/2024, 02:01 PM
Q3 2023 144 $85.5M +$1.44M -$2.89M -$1.45M MSFT, AAPL, SDY, IBM, XOM 13F-HR 10/18/2023, 01:35 PM
Q2 2023 150 $90.2M +$3.46M -$5.57M -$2.11M AAPL, MSFT, SDY, IBM, IVV 13F-HR 7/20/2023, 12:25 PM
Q1 2023 158 $88.2M +$5.36M -$2.35M +$3.01M AAPL, SDY, MSFT, IBM, IVW 13F-HR 4/19/2023, 01:08 PM
Q4 2022 146 $80.1M $0 $0 SDY, IBM, AAPL, MSFT, XOM 13F-HR 2/1/2023, 01:47 PM