Redwood Wealth Management Group, LLC

CIK Number: 0001963839

222.58M
Market Value
125
# of Holdings
7 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 21, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 IBM International B...
237.04
-1.26% 19.04K -1.32% 4.73M 140.59 2.41% Share
2 MSFT Microsoft Corpo...
522.28
+0.33% 12.09K -1.37% 4.54M 262.43 2.31% Share
3 GRNY Tidal Trust III...
23.78
-0.21% 216.01K +362.05% 3.93M 18.57 2.00% Share
4 AAPL Apple Inc.
232.81
-0.22% 17.35K -3.64% 3.85M 130.34 1.96% Share
5 HOLX Hologic, Inc.
67.98
-1.45% 804.91K -3.3% 3.53M 6.58 1.80% Share
6 NVDA NVIDIA Corporat...
182.02
+0.24% 31.02K +15.19% 3.36M 33.17 1.71% Share
7 ET Energy Transfer...
17.38
-0.66% 179.92K -1.42% 3.34M 13.34 1.70% Share
8 AMZN Amazon.com, Inc...
230.94
+2.84% 16.86K +197.39% 3.21M 158.13 1.63% Share
9 IVW iShares S&P 500...
115.82
+0.14% 33.81K -0.63% 3.14M 58.82 1.60% Share
10 IVV iShares Core S&...
648.15
+0.01% 5.53K -1.95% 3.11M 396.99 1.58% Share
11 XOM Exxon Mobil Cor...
107.38
-0.21% 23.33K +0.40% 2.77M 110.49 1.41% Share
12 IWM iShares Russell...
228.20
-1.31% 13.75K -2.22% 2.74M 210.56 1.39% Share
13 KMI Kinder Morgan, ...
26.84
-0.09% 95.06K -3.1% 2.71M 18.08 1.38% Share
14 GOOG Alphabet Inc.
203.77
+0.36% 17.36K +4.52% 2.71M 96.84 1.38% Share
15 AVGO Broadcom Inc.
311.19
+0.68% 16.08K +31.77% 2.69M 86.51 1.37% Share
16 GOOGL Alphabet Inc.
202.88
+0.46% 16.04K -2.7% 2.48M 88.3 1.26% Share
17 VDIGX Vanguard Divide...
36.63
+0.74% 58.88K -1.83% 2.08M 41.8 1.06% Share
18 LLY Eli Lilly and C...
684.46
+3.63% 2.5K +5.21% 2.07M 509.19 1.05% Share
19 JMBS Janus Henderson...
44.97
-0.26% 41.94K -0.92% 1.9M 44.52 0.96% Share
20 SDY SPDR S&P Divide...
140.47
-0.75% 13.86K -24.88% 1.88M 125.11 0.96% Share
21 PLTR Palantir Techno...
181.00
-1.83% 21.96K +2.93% 1.85M 9.97 0.94% Share
22 IJH iShares Core S&...
63.85
-1.31% 27.77K -0.06% 1.62M 48.56 0.82% Share
23 IJR iShares Core S&...
115.17
-1.4% 14.75K -0.3% 1.54M 94.8 0.78% Share
24 VEA Vanguard Develo...
58.60
-0.18% 29.64K -0.4% 1.51M 42.13 0.77% Share
25 NU Nu Holdings Ltd...
12.00
-2.99% 143.35K +154.84% 1.47M 10.29 0.75% Share
26 VZ Verizon Communi...
43.49
-0.49% 31.05K -10.68% 1.41M 39.38 0.72% Share
27 META Meta Platforms,...
781.96
+0.24% 2.42K +7.43% 1.39M 403.43 0.71% Share
28 MRK Merck & Co., In...
82.74
+0.04% 14.82K +1.40% 1.33M 110.72 0.68% Share
29 PG The Procter & G...
153.70
-1.1% 7.58K -2.18% 1.29M 151.52 0.66% Share
30 TSLA Tesla, Inc.
335.58
-1.12% 4.72K +16.94% 1.22M 171.89 0.62% Share
31 IBB iShares Biotech...
137.27
+0.12% 103.94K -8.13% 1.12M 11.12 0.57% Share
32 RSP Invesco S&P 500...
186.31
-0.66% 65.8K +1.31% 1.02M 16.29 0.52% Share
33 MRVL Marvell Technol...
79.03
-0.37% 16.55K +187.84% 1.02M 61.95 0.52% Share
34 ABBV AbbVie Inc.
204.72
+1.61% 4.67K -0.55% 979.08K 161.7 0.50% Share
35 AON Aon plc
366.34
-1.23% 2.32K -11.5% 924.69K 300.14 0.47% Share
36 WGMI Valkyrie Bitcoi...
26.97
+5.76% 72.09K +169.85% 920.59K 15.36 0.47% Share
37 MCD McDonald's Corp...
308.84
+1.24% 2.91K -1.06% 907.75K 263.81 0.46% Share
38 RTX RTX Corporation
155.06
-0.42% 6.78K -1.54% 897.59K 100.88 0.46% Share
39 CAT Caterpillar Inc...
417.50
+0.92% 2.64K +0.88% 871.99K 244.71 0.44% Share
40 BMY Bristol-Myers S...
47.81
-0.08% 13.95K +5.19% 850.87K 67.19 0.43% Share
41 QCOM QUALCOMM Incorp...
158.09
+0.96% 4.86K -3.05% 746.31K 109.95 0.38% Share
42 VWENX Vanguard Wellin...
80.38
+0.02% 10.31K +0.59% 745.4K 79.44 0.38% Share
43 ENB Enbridge Inc.
48.19
+1.06% 16.71K +3.88% 740.42K 39.28 0.38% Share
44 VFIAX Vanguard 500 In...
597.36
+0.33% 1.43K +0.35% 738.28K 531.66 0.38% Share
45 SMCI Super Micro Com...
45.49
-1.26% 21.2K +100.00% 725.72K 34.24 0.37% Share
46 AMGN Amgen Inc.
290.28
+0.33% 2.22K +0.54% 690.9K 263.21 0.35% Share
47 T AT&T Inc.
28.75
+1.27% 24.05K +1.18% 680.22K 18.56 0.35% Share
48 UBER Uber Technologi...
91.40
+0.63% 9.3K +3.91% 677.96K 33.05 0.34% Share
49 JNJ Johnson & Johns...
174.72
+0.17% 4.08K +1.59% 677.26K 173.37 0.34% Share
50 INGR Ingredion Incor...
126.38
-1.19% 5K 0.00% 676.05K 97.93 0.34% Share
51 BABA Alibaba Group H...
122.28
-3.61% 4.97K -56.55% 657.84K 87.53 0.33% Share
52 CSX CSX Corporation
36.35
+0.75% 21.71K -0.05% 639.01K 30.98 0.33% Share
53 ZETA Zeta Global Hol...
17.81
-3.42% 46.66K +31.21% 632.75K 16.94 0.32% Share
54 PFE Pfizer Inc.
25.11
-0.22% 24.87K -1.11% 630.28K 45.47 0.32% Share
55 LX LexinFintech Ho...
6.66
-4.31% 61.35K -0.81% 619.07K 5.8 0.31% Share
56 CSCO Cisco Systems, ...
69.28
-1.58% 9.97K -2.49% 615.44K 47.85 0.31% Share
57 EPD Enterprise Prod...
31.93
+0.57% 17.86K -0.81% 609.57K 24.56 0.31% Share
58 EQT EQT Corporation
52.06
+1.13% 11.37K +0.03% 607.56K 33.26 0.31% Share
59 HIMX Himax Technolog...
7.50
+0.87% 79.66K -4.09% 585.5K 7.72 0.30% Share
60 XLE Energy Select S...
85.55
-0.11% 6.22K -3.49% 581.07K 87.81 0.30% Share
61 MU Micron Technolo...
125.27
+0.80% 6.43K +17.97% 559.05K 58.98 0.28% Share
62 SCCO Southern Copper...
97.61
-1.9% 5.82K +2.00% 544.14K 60.13 0.28% Share
63 TRP TC Energy Corpo...
51.23
+0.39% 11.41K -7.61% 538.48K 36.04 0.27% Share
64 WMT Walmart Inc.
100.84
-0.15% 6.01K +0.02% 527.83K 47.75 0.27% Share
65 RIO Rio Tinto Group
62.53
-1.64% 8.73K +1.75% 524.41K 69.42 0.27% Share
66 SLV iShares Silver ...
34.51
-1.4% 16.65K 0.00% 515.98K 28.41 0.26% Share
67 BRK-B Berkshire Hatha...
479.02
+0.36% 965 +0.84% 513.94K 359.49 0.26% Share
68 PM Philip Morris I...
165.25
-0.38% 3.22K -1.65% 511.47K 101.19 0.26% Share
69 AMD Advanced Micro ...
180.97
-1.87% 4.95K -6.59% 508.56K 72.07 0.26% Share
70 JPM JPMorgan Chase ...
294.09
+1.23% 2.04K +2.93% 500.08K 140.82 0.25% Share
71 ETN Eaton Corporati...
355.05
-0.68% 1.76K +9.45% 478.69K 181.97 0.24% Share
72 CTRA Coterra Energy ...
24.07
-0.62% 16.01K -11.12% 462.78K 24.68 0.24% Share
73 FSK FS KKR Capital ...
17.63
-1.5% 21.43K +4.00% 449.06K 17.65 0.23% Share
74 PEG Public Service ...
86.75
-1.05% 5.43K +0.07% 447K 61.3 0.23% Share
75 OPRA Opera Limited
15.40
-6.38% 27.91K -6.06% 444.96K 14.66 0.23% Share
76 PANW Palo Alto Netwo...
173.55
-1.87% 2.58K +53.38% 440.76K 154.95 0.22% Share
77 JD JD.com, Inc.
31.57
-2.91% 10.39K -0.19% 427.07K 29.06 0.22% Share
78 DECK Deckers Outdoor...
103.83
-2.48% 3.75K +100.00% 418.95K 111.81 0.21% Share
79 LMT Lockheed Martin...
437.38
-1.17% 914 0.00% 408.51K 482.24 0.21% Share
80 AOSL Alpha and Omega...
27.06
-2.17% 16.08K +9.11% 399.72K 36.01 0.20% Share
81 F Ford Motor Comp...
11.44
-0.04% 39.67K +3.07% 397.85K 12.79 0.20% Share
82 QQQ Invesco QQQ Tru...
579.86
-0.08% 843 -1.4% 395.29K 269.92 0.20% Share
83 ADBE Adobe Inc.
348.58
-0.71% 996 -5.68% 382K 483.04 0.19% Share
84 ASML ASML Holding N....
755.11
-0.06% 552 +3.76% 365.77K 830.11 0.19% Share
85 BIDU Baidu, Inc.
88.72
-2.58% 3.97K -1.24% 365.08K 109.83 0.19% Share
86 IWB iShares Russell...
354.15
-0.03% 1.18K -4.83% 362.87K 210.52 0.18% Share
87 BX Blackstone Inc.
174.53
-1.17% 2.46K -12.63% 343.16K 74.34 0.17% Share
88 MSTR MicroStrategy I...
372.94
-4.35% 1.19K +100.00% 341.6K 288.27 0.17% Share
89 DTE DTE Energy Comp...
139.93
-1.11% 2.37K +0.42% 327.29K 117.58 0.17% Share
90 GDX VanEck Gold Min...
57.70
-0.63% 7.1K +7.58% 326.39K 34.74 0.17% Share
91 CIVI Civitas Resourc...
33.86
+2.03% 9.32K +8.46% 325.26K 45.01 0.17% Share
92 FTSM First Trust Enh...
59.99
-0.02% 5.36K -13.49% 320.86K 59.44 0.16% Share
93 ENPH Enphase Energy,...
32.23
-5.82% 5.1K +0.63% 316.39K 215.19 0.16% Share
94 DVN Devon Energy Co...
33.85
+0.68% 8.27K +1.57% 309.25K 53.54 0.16% Share
95 SPHQ Invesco S&P 500...
72.51
-0.6% 4.63K -4.81% 307.35K 44 0.16% Share
96 REGN Regeneron Pharm...
565.97
+0.79% 483 -2.82% 306.33K 770.02 0.16% Share
97 V Visa Inc.
345.40
+0.83% 862 +0.47% 301.93K 227.53 0.15% Share
98 CRWD CrowdStrike Hol...
424.70
-1.72% 836 +18.75% 294.76K 343.8 0.15% Share
99 DIS The Walt Disney...
116.33
-0.27% 2.96K +0.20% 292.07K 87.51 0.15% Share
100 UMC United Microele...
6.88
+0.66% 40.37K -1.12% 288.65K 6.57 0.15% Share
101 SDGR Schrödinger, In...
19.45
-1.97% 13.96K -4.5% 275.61K 19.16 0.14% Share
102 URNM Sprott Uranium ...
46.98
+0.56% 8.35K +100.00% 270.98K 32.44 0.14% Share
103 TTD The Trade Desk,...
50.76
-6.62% 4.91K -9.41% 268.68K 44.83 0.14% Share
104 RIOT Riot Platforms,...
12.25
+5.69% 37.59K +100.00% 267.61K 7.12 0.14% Share
105 CL Colgate-Palmoli...
84.62
-1.99% 2.85K 0.00% 267.51K 78.82 0.14% Share
106 PYPL PayPal Holdings...
69.35
-1.81% 4.07K 0.00% 265.63K 65.03 0.14% Share
107 AMAT Applied Materia...
188.22
-0.95% 1.83K +3.22% 265.34K 100.72 0.14% Share
108 BHP BHP Group Limit...
53.84
-1.64% 5.43K +1.93% 263.44K 61.35 0.13% Share
109 NIO NIO Inc.
4.46
-3.46% 65.99K -0.53% 251.43K 8.23 0.13% Share
110 DINO HF Sinclair Cor...
44.52
-1.19% 7.44K -2.18% 244.67K 51.1 0.12% Share
111 NVS Novartis AG
122.14
+0.78% 2.14K -3.38% 238.9K 85.85 0.12% Share
112 VIG Vanguard Divide...
210.08
+0.06% 1.2K 0.00% 233.58K 182.15 0.12% Share
113 SILA Sila Realty Tru...
24.54
-1.13% 8.35K -5.04% 222.97K 20.62 0.11% Share
114 NEM Newmont Corpora...
68.44
-0.18% 4.62K +100.00% 222.96K 48.28 0.11% Share
115 DUK Duke Energy Cor...
124.26
-1.15% 1.81K +100.00% 220.52K 121.97 0.11% Share
116 CLX The Clorox Comp...
121.58
-1.07% 1.5K 0.00% 220.46K 140.32 0.11% Share
117 CVS CVS Health Corp...
66.70
+1.22% 3.23K +100.00% 218.9K 67.75 0.11% Share
118 CRNC Cerence Inc.
12.75
-5.7% 27.59K -33.63% 217.92K 7.85 0.11% Share
119 JEPQ JPMorgan Nasdaq...
55.81
+0.11% 4.1K 0.00% 212.3K 56.38 0.11% Share
120 VLO Valero Energy C...
135.85
-0.22% 1.58K +100.00% 209.39K 132.07 0.11% Share
121 CRUS Cirrus Logic, I...
112.03
+1.24% 2.09K -3.81% 208.68K 127.26 0.11% Share
122 ED Consolidated Ed...
102.86
-0.78% 1.87K +100.00% 207.13K 110.59 0.11% Share
123 BP BP p.l.c.
34.63
+0.95% 6.07K +100.00% 204.98K 33.79 0.10% Share
124 TSM Taiwan Semicond...
240.97
-0.19% 1.22K +3.84% 202.19K 196.33 0.10% Share
125 NFLX Netflix, Inc.
1230.56
+2.17% 215 +100.00% 200.49K 932.53 0.10% Share