Notify me when Redwood Wealth Management Group, LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 179 | $235,759,585 | +$8,573,414 | -$12,822,780 | -$4,249,366 | MSFT, NVDA, IBM, GRNY, AVGO | 13F-HR | 24 Oct 2025, 10:01 |
| Q2 2025 | 179 | $222,583,942 | +$17,002,763 | -$9,034,602 | +$7,968,161 | MSFT, IBM, NVDA, GRNY, AVGO | 13F-HR | 05 Aug 2025, 10:07 |
| Q1 2025 | 157 | $196,598,647 | +$15,800,393 | -$17,697,755 | -$1,897,362 | IBM, MSFT, GRNY, AAPL, NVDA | 13F-HR | 21 Apr 2025, 12:37 |
| Q4 2024 | 159 | $205,094,194 | +$11,157,631 | -$9,179,446 | +$1,978,185 | MSFT, AAPL, IBM, NVDA, ET | 13F-HR | 27 Jan 2025, 08:59 |
| Q3 2024 | 156 | $201,658,403 | +$97,540,561 | -$30,717,636 | +$66,822,925 | MSFT, IBM, AAPL, IVW, IVV | 13F-HR | 13 Nov 2024, 14:25 |
| Q2 2024 | 1,195 | $132,774,717 | +$40,405,925 | -$2,005,866 | +$38,400,059 | MSFT, AAPL, IBM, IVW, IVV | 13F-HR | 09 Aug 2024, 10:58 |
| Q1 2024 | 111 | $94,357,200 | +$6,472,918 | -$8,910,314 | -$2,437,396 | MSFT, IBM, AAPL, SDY, IVV | 13F-HR | 07 May 2024, 15:31 |
| Q4 2023 | 143 | $90,185,406 | +$2,654,921 | -$5,217,018 | -$2,562,097 | MSFT, AAPL, IBM, SDY, IVV | 13F-HR | 25 Jan 2024, 14:01 |
| Q3 2023 | 144 | $85,516,159 | +$1,440,210 | -$2,893,420 | -$1,453,210 | MSFT, AAPL, SDY, IBM, XOM | 13F-HR | 18 Oct 2023, 13:35 |
| Q2 2023 | 150 | $90,182,753 | +$3,460,572 | -$5,573,111 | -$2,112,539 | AAPL, MSFT, SDY, IBM, IVV | 13F-HR | 20 Jul 2023, 12:25 |
| Q1 2023 | 158 | $88,209,843 | +$5,357,863 | -$2,346,253 | +$3,011,610 | AAPL, SDY, MSFT, IBM, IVW | 13F-HR | 19 Apr 2023, 13:08 |
| Q4 2022 | 146 | $80,126,869 | $0 | $0 | $0 | SDY, IBM, AAPL, MSFT, XOM | 13F-HR | 01 Feb 2023, 13:47 |