Redwood Wealth Management Group, LLC
CIK Number: 0001963839
196.6M
Market Value
121
# of Holdings
6 months
Avg. Holding Period
35.61%
Win Rate
29.51%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 478.44 | +0.73% | 12.26K | +11.24% | 5.17M | 262.43 | 2.52% |
| 2 | AAPL | Apple Inc. | 198.10 | +0.84% | 18K | -1.09% | 4.5M | 130.34 | 2.20% |
| 3 | IBM | International B... | 281.56 | +1.57% | 19.29K | -0.87% | 4.24M | 140.59 | 2.06% |
| 4 | NVDA | NVIDIA Corporat... | 144.56 | +1.82% | 26.93K | +1.64% | 3.62M | 21.75 | 1.76% |
| 5 | ET | Energy Transfer... | 18.14 | -1.01% | 182.5K | -2.41% | 3.57M | 13.34 | 1.74% |
| 6 | IVW | iShares S&P 500... | 106.17 | +1.01% | 34.02K | -2.62% | 3.45M | 58.82 | 1.68% |
| 7 | IVV | iShares Core S&... | 603.05 | +0.54% | 5.64K | -2.39% | 3.32M | 396.99 | 1.62% |
| 8 | GOOG | Alphabet Inc. | 177.82 | +1.10% | 16.61K | +4.61% | 3.15M | 94.16 | 1.54% |
| 9 | GOOGL | Alphabet Inc. | 176.59 | +1.10% | 16.48K | -0.91% | 3.12M | 88.3 | 1.52% |
| 10 | IWM | iShares Russell... | 210.52 | +0.78% | 14.06K | +1.29% | 3.11M | 210.56 | 1.51% |
| 11 | AVGO | Broadcom Inc. | 251.71 | +1.21% | 12.2K | -28.36% | 2.83M | 60.8 | 1.38% |
| 12 | KMI | Kinder Morgan, ... | 27.68 | +0.13% | 98.09K | -4.4% | 2.69M | 18.08 | 1.31% |
| 13 | XOM | Exxon Mobil Cor... | 112.42 | +0.26% | 23.23K | -1.76% | 2.5M | 110.46 | 1.22% |
| 14 | SDY | SPDR S&P Divide... | 135.11 | +0.23% | 18.45K | -10.31% | 2.43M | 125.11 | 1.19% |
| 15 | VDIGX | Vanguard Divide... | 35.95 | -1.43% | 59.98K | -2.21% | 2.17M | 41.8 | 1.06% |
| 16 | JMBS | Janus Henderson... | 44.35 | -0.15% | 42.32K | -2.84% | 1.87M | 44.52 | 0.91% |
| 17 | LLY | Eli Lilly and C... | 807.13 | -1.49% | 2.38K | +10.45% | 1.84M | 492.68 | 0.90% |
| 18 | IJH | iShares Core S&... | 60.66 | +0.67% | 27.78K | -2.2% | 1.73M | 48.56 | 0.84% |
| 19 | IJR | iShares Core S&... | 106.86 | +0.53% | 14.79K | -2.13% | 1.7M | 94.8 | 0.83% |
| 20 | SPLV | Invesco S&P 500... | 72.21 | -0.3% | 23.68K | -10.04% | 1.66M | 63.9 | 0.81% |
| 21 | TSLA | Tesla, Inc. | 329.06 | +1.15% | 4.04K | +0.55% | 1.64M | 157.1 | 0.80% |
| 22 | PLTR | Palantir Techno... | 141.39 | +2.90% | 21.33K | -28.18% | 1.61M | 7.79 | 0.79% |
| 23 | MRK | Merck & Co., In... | 80.88 | -1.02% | 14.62K | -0.98% | 1.45M | 111.01 | 0.71% |
| 24 | VEA | Vanguard Develo... | 56.41 | +0.44% | 29.76K | -2.64% | 1.42M | 42.13 | 0.69% |
| 25 | VZ | Verizon Communi... | 42.42 | -1.37% | 34.77K | -4.42% | 1.39M | 39.38 | 0.68% |
| 26 | META | Meta Platforms,... | 701.33 | +2.70% | 2.25K | +16.48% | 1.31M | 390.58 | 0.64% |
| 27 | PG | The Procter & G... | 160.70 | +0.26% | 7.75K | -4.42% | 1.3M | 151.52 | 0.63% |
| 28 | AMZN | Amazon.com, Inc... | 216.06 | +1.87% | 5.67K | +2.59% | 1.24M | 94.71 | 0.61% |
| 29 | BABA | Alibaba Group H... | 116.11 | +2.87% | 11.45K | +10.99% | 970.96K | 87.53 | 0.47% |
| 30 | CAT | Caterpillar Inc... | 361.83 | +1.34% | 2.62K | -0.72% | 950.72K | 243.96 | 0.46% |
| 31 | AON | Aon plc | 349.64 | -0.95% | 2.62K | -0.49% | 939.15K | 300.14 | 0.46% |
| 32 | GRNY | Tidal Trust III... | 21.64 | +1.45% | 46.75K | +100.00% | 933.36K | 19.96 | 0.46% |
| 33 | MCD | McDonald's Corp... | 295.94 | -1.98% | 2.94K | -0.54% | 850.17K | 263.81 | 0.41% |
| 34 | ABBV | AbbVie Inc. | 190.70 | -0.2% | 4.7K | -0.36% | 834.85K | 161.7 | 0.41% |
| 35 | RTX | RTX Corporation | 146.33 | +0.44% | 6.88K | -0.59% | 795.23K | 100.88 | 0.39% |
| 36 | VFIAX | Vanguard 500 In... | 552.96 | -1.11% | 1.42K | -0.84% | 774.58K | 531.71 | 0.38% |
| 37 | QCOM | QUALCOMM Incorp... | 156.57 | +1.20% | 5.01K | -1.14% | 769.18K | 109.95 | 0.38% |
| 38 | VWENX | Vanguard Wellin... | 76.11 | -0.9% | 10.25K | +9.09% | 760.46K | 79.48 | 0.37% |
| 39 | NFE | New Fortress En... | 2.62 | -4.38% | 49.75K | +100.00% | 748.99K | 15.12 | 0.37% |
| 40 | BMY | Bristol-Myers S... | 48.55 | -2.41% | 13.26K | +1.51% | 748.59K | 67.51 | 0.36% |
| 41 | CSX | CSX Corporation | 32.56 | +1.38% | 21.72K | +0.05% | 701K | 30.98 | 0.34% |
| 42 | INGR | Ingredion Incor... | 137.58 | -0.49% | 5K | 0.00% | 687.52K | 97.93 | 0.34% |
| 43 | ENB | Enbridge Inc. | 45.95 | -1.54% | 16.09K | -0.62% | 682.56K | 39.09 | 0.33% |
| 44 | HIMX | Himax Technolog... | 9.15 | +3.04% | 83.06K | -4.06% | 669.21K | 7.72 | 0.33% |
| 45 | PFE | Pfizer Inc. | 24.39 | -0.63% | 25.15K | +0.32% | 667.22K | 45.47 | 0.33% |
| 46 | AMD | Advanced Micro ... | 126.24 | +8.68% | 5.3K | -9.85% | 640.33K | 72.07 | 0.31% |
| 47 | ZETA | Zeta Global Hol... | 12.63 | +3.91% | 35.56K | +100.00% | 637.99K | 17.99 | 0.31% |
| 48 | TTD | The Trade Desk,... | 70.17 | +3.25% | 5.42K | -0.91% | 636.56K | 44.83 | 0.31% |
| 49 | MRVL | Marvell Technol... | 70.33 | +4.67% | 5.75K | +3.40% | 635.35K | 62.67 | 0.31% |
| 50 | CSCO | Cisco Systems, ... | 65.41 | +2.06% | 10.23K | +0.16% | 605.89K | 47.85 | 0.30% |
| 51 | GS | The Goldman Sac... | 626.86 | +2.17% | 1.03K | 0.00% | 592.46K | 348.51 | 0.29% |
| 52 | WGMI | Valkyrie Bitcoi... | 19.65 | +4.19% | 26.71K | +32.91% | 591.74K | 19.75 | 0.29% |
| 53 | NU | Nu Holdings Ltd... | 12.37 | +3.91% | 56.25K | +100.00% | 582.19K | 10.36 | 0.28% |
| 54 | JNJ | Johnson & Johns... | 155.09 | -1.28% | 4.02K | +3.18% | 580.26K | 173.49 | 0.28% |
| 55 | AMGN | Amgen Inc. | 295.12 | -0.03% | 2.21K | -1.16% | 575.12K | 262.95 | 0.28% |
| 56 | TRP | TC Energy Corpo... | 49.09 | -0.96% | 12.35K | -3.18% | 574.52K | 36.04 | 0.28% |
| 57 | EPD | Enterprise Prod... | 31.50 | -1.73% | 18K | +0.53% | 564.67K | 24.56 | 0.28% |
| 58 | OPRA | Opera Limited | 18.39 | -0.24% | 29.71K | -8.7% | 562.5K | 14.66 | 0.27% |
| 59 | XLE | Energy Select S... | 87.77 | -0.37% | 6.44K | +33.53% | 551.84K | 87.81 | 0.27% |
| 60 | AOSL | Alpha and Omega... | 23.63 | +4.14% | 14.74K | +100.00% | 548.17K | 37.03 | 0.27% |
| 61 | WMT | Walmart Inc. | 94.23 | -0.22% | 6.01K | -0.3% | 542.84K | 47.74 | 0.26% |
| 62 | T | AT&T Inc. | 27.94 | -0.89% | 23.77K | +0.68% | 541.17K | 18.44 | 0.26% |
| 63 | UBER | Uber Technologi... | 85.05 | +1.33% | 8.96K | +6.29% | 540.48K | 31.5 | 0.26% |
| 64 | ETN | Eaton Corporati... | 337.96 | +4.42% | 1.61K | +4.01% | 533.93K | 173.48 | 0.26% |
| 65 | EQT | EQT Corporation | 58.16 | +2.32% | 11.37K | +0.07% | 523.57K | 33.26 | 0.26% |
| 66 | SCCO | Southern Copper... | 96.31 | +1.64% | 5.71K | -1.84% | 519.36K | 59.48 | 0.25% |
| 67 | RIO | Rio Tinto Group | 58.22 | +0.38% | 8.58K | -2.95% | 504.5K | 69.58 | 0.25% |
| 68 | BX | Blackstone Inc. | 137.85 | +1.06% | 2.81K | -3.44% | 483.77K | 74.34 | 0.24% |
| 69 | JPM | JPMorgan Chase ... | 270.01 | +1.91% | 1.98K | +0.05% | 475.35K | 137.76 | 0.23% |
| 70 | ADBE | Adobe Inc. | 401.12 | +2.41% | 1.06K | +25.56% | 469.91K | 483.04 | 0.23% |
| 71 | CTRA | Coterra Energy ... | 26.48 | -0.82% | 18.02K | -0.84% | 459.96K | 24.68 | 0.22% |
| 72 | MU | Micron Technolo... | 119.73 | +3.57% | 5.45K | +1.02% | 459.12K | 53.97 | 0.22% |
| 73 | PEG | Public Service ... | 81.08 | +0.10% | 5.43K | 0.00% | 457.86K | 61.28 | 0.22% |
| 74 | FSK | FS KKR Capital ... | 20.97 | -0.94% | 20.61K | -6.51% | 447.57K | 17.51 | 0.22% |
| 75 | LMT | Lockheed Martin... | 466.60 | -4.08% | 914 | +0.22% | 443.81K | 482.24 | 0.22% |
| 76 | SLV | iShares Silver ... | 33.02 | +0.14% | 16.65K | -3.2% | 438.06K | 28.41 | 0.21% |
| 77 | QQQ | Invesco QQQ Tru... | 533.67 | +1.27% | 855 | -0.81% | 437.11K | 269.92 | 0.21% |
| 78 | BRK-B | Berkshire Hatha... | 489.72 | +0.45% | 957 | +0.53% | 433.86K | 358.05 | 0.21% |
| 79 | IWB | iShares Russell... | 329.80 | +0.60% | 1.24K | -0.96% | 400.16K | 210.52 | 0.20% |
| 80 | PM | Philip Morris I... | 183.22 | -0.6% | 3.28K | -1.06% | 394.8K | 101.19 | 0.19% |
| 81 | CIVI | Civitas Resourc... | 32.93 | -1.26% | 8.6K | +100.00% | 393.57K | 45.87 | 0.19% |
| 82 | F | Ford Motor Comp... | 10.62 | +1.77% | 38.48K | -3.34% | 380.98K | 12.88 | 0.19% |
| 83 | FTSM | First Trust Enh... | 59.91 | +0.02% | 6.2K | -1.65% | 370.54K | 59.44 | 0.18% |
| 84 | ASML | ASML Holding N.... | 773.75 | +1.68% | 532 | +42.25% | 368.81K | 836.41 | 0.18% |
| 85 | JD | JD.com, Inc. | 33.45 | +2.09% | 10.41K | +23.22% | 360.57K | 29.06 | 0.18% |
| 86 | LX | LexinFintech Ho... | 7.18 | +2.35% | 61.85K | +100.00% | 359.34K | 5.8 | 0.18% |
| 87 | REGN | Regeneron Pharm... | 522.29 | -1.31% | 497 | +4.19% | 353.63K | 770.02 | 0.17% |
| 88 | ENPH | Enphase Energy,... | 45.79 | +0.42% | 5.07K | +12.90% | 347.7K | 216.16 | 0.17% |
| 89 | PYPL | PayPal Holdings... | 72.21 | +1.95% | 4.07K | -0.61% | 347.25K | 65.03 | 0.17% |
| 90 | BIDU | Baidu, Inc. | 87.26 | +1.47% | 4.02K | +7.06% | 338.27K | 109.83 | 0.16% |
| 91 | DIS | The Walt Disney... | 119.45 | +1.28% | 2.95K | -3.24% | 329.03K | 87.49 | 0.16% |
| 92 | SPHQ | Invesco S&P 500... | 70.41 | +0.78% | 4.87K | -2.35% | 326.14K | 44 | 0.16% |
| 93 | CRNC | Cerence Inc. | 8.50 | +0.83% | 41.56K | +100.00% | 325.83K | 7.85 | 0.16% |
| 94 | PANW | Palo Alto Netwo... | 197.87 | +0.82% | 1.68K | +112.63% | 306.82K | 146.57 | 0.15% |
| 95 | NIO | NIO Inc. | 3.52 | +0.28% | 66.34K | +28.32% | 289.58K | 8.23 | 0.14% |
| 96 | AMAT | Applied Materia... | 176.39 | +3.40% | 1.77K | +0.06% | 288.13K | 99.29 | 0.14% |
| 97 | DTE | DTE Energy Comp... | 133.01 | -1.63% | 2.36K | +0.43% | 284.58K | 117.49 | 0.14% |
| 98 | SDGR | Schrödinger, In... | 21.21 | -1.03% | 14.62K | +8.39% | 282.68K | 19.16 | 0.14% |
| 99 | V | Visa Inc. | 355.07 | +0.63% | 858 | +0.47% | 271.05K | 226.96 | 0.13% |
| 100 | DVN | Devon Energy Co... | 34.59 | -1.5% | 8.14K | +3.95% | 266.3K | 53.79 | 0.13% |
| 101 | DINO | HF Sinclair Cor... | 40.83 | +4.48% | 7.61K | -5.4% | 266.15K | 51.1 | 0.13% |
| 102 | UMC | United Microele... | 8.29 | +2.03% | 40.83K | -11.95% | 264.99K | 6.57 | 0.13% |
| 103 | BHP | BHP Group Limit... | 48.86 | +0.64% | 5.32K | +6.71% | 260.22K | 61.6 | 0.13% |
| 104 | CL | Colgate-Palmoli... | 90.03 | -0.25% | 2.85K | 0.00% | 259.37K | 78.82 | 0.13% |
| 105 | CLX | The Clorox Comp... | 123.80 | +0.59% | 1.5K | 0.00% | 242.9K | 140.32 | 0.12% |
| 106 | CLSK | CleanSpark, Inc... | 9.59 | +3.12% | 26.34K | -4.01% | 242.77K | 3.48 | 0.12% |
| 107 | CRWD | CrowdStrike Hol... | 479.14 | -0.31% | 704 | +100.00% | 241.05K | 342.16 | 0.12% |
| 108 | VIG | Vanguard Divide... | 200.94 | +0.24% | 1.2K | 0.00% | 235.68K | 182.15 | 0.11% |
| 109 | TSM | Taiwan Semicond... | 215.33 | +2.00% | 1.17K | +100.00% | 232.2K | 197.49 | 0.11% |
| 110 | JEPQ | JPMorgan Nasdaq... | 53.10 | +0.98% | 4.1K | +100.00% | 230.95K | 56.38 | 0.11% |
| 111 | IONQ | IonQ, Inc. | 38.53 | +1.84% | 5.38K | +100.00% | 225.6K | 41.77 | 0.11% |
| 112 | GDX | VanEck Gold Min... | 53.59 | -1.59% | 6.6K | +1.54% | 224.1K | 33.89 | 0.11% |
| 113 | CRUS | Cirrus Logic, I... | 103.91 | +3.00% | 2.18K | -0.91% | 217K | 127.26 | 0.11% |
| 114 | NVS | Novartis AG | 118.11 | -1.12% | 2.22K | -5.54% | 215.76K | 85.85 | 0.11% |
| 115 | INDI | indie Semicondu... | 3.39 | +6.27% | 53.25K | +100.00% | 215.02K | 4.05 | 0.10% |
| 116 | SILA | Sila Realty Tru... | 23.95 | -0.66% | 8.79K | -34.07% | 213.8K | 20.62 | 0.10% |
| 117 | DOW | Dow Inc. | 30.55 | +2.17% | 5.3K | +26.46% | 212.73K | 51.86 | 0.10% |
| 118 | APAM | Artisan Partner... | 42.95 | +1.50% | 4.9K | -3.83% | 210.77K | 39.31 | 0.10% |
| 119 | PNC | The PNC Financi... | 174.97 | +0.92% | 1.09K | +0.09% | 210.64K | 156.2 | 0.10% |
| 120 | CMI | Cummins Inc. | 322.04 | +0.79% | 591 | +100.00% | 205.92K | 348.6 | 0.10% |
| 121 | BA | The Boeing Comp... | 201.50 | +0.59% | 1.14K | +100.00% | 202.17K | 177 | 0.10% |