Redwood Wealth Management Group, LLC
CIK Number: 0001963839
Main Sectors:
Top Industries:
Filing Date: Aug 5, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft Corpo... | 515.74 | -0.76% | 12.22K | +1.03% | 6.08M | 264.83 | 2.73% | Share |
| 2 | IBM | International B... | 286.76 | +0.09% | 19K | -0.18% | 5.6M | 140.59 | 2.52% | Share |
| 3 | NVDA | NVIDIA Corporat... | 188.89 | +0.88% | 31.88K | +2.77% | 5.04M | 36.53 | 2.26% | Share |
| 4 | GRNY | Tidal Trust III... | 25.26 | +0.40% | 219.54K | +1.63% | 4.98M | 18.63 | 2.24% | Share |
| 5 | AVGO | Broadcom Inc. | 338.18 | +1.44% | 16.24K | +1.01% | 4.48M | 88.41 | 2.01% | Share |
| 6 | AMZN | Amazon.com, Inc... | 222.41 | +0.81% | 17.26K | +2.41% | 3.79M | 159.58 | 1.70% | Share |
| 7 | IVW | iShares S&P 500... | 121.41 | +0.15% | 34.03K | +0.64% | 3.75M | 59.15 | 1.68% | Share |
| 8 | IVV | iShares Core S&... | 672.48 | +0.10% | 5.59K | +1.18% | 3.47M | 399.6 | 1.56% | Share |
| 9 | AAPL | Apple Inc. | 257.13 | +0.66% | 16.36K | -5.71% | 3.36M | 130.34 | 1.51% | Share |
| 10 | ET | Energy Transfer... | 16.93 | -0.38% | 178.48K | -0.8% | 3.24M | 13.34 | 1.45% | Share |
| 11 | GOOG | Alphabet Inc. | 246.43 | +0.36% | 17.59K | +1.33% | 3.12M | 97.89 | 1.40% | Share |
| 12 | IWM | iShares Russell... | 244.04 | +0.64% | 14.14K | +2.86% | 3.05M | 210.71 | 1.37% | Share |
| 13 | PLTR | Palantir Techno... | 187.05 | +1.14% | 21.97K | +0.06% | 3M | 10.05 | 1.35% | Share |
| 14 | KMI | Kinder Morgan, ... | 28.23 | -0.25% | 93.02K | -2.14% | 2.73M | 18.08 | 1.23% | Share |
| 15 | GOOGL | Alphabet Inc. | 245.69 | +0.32% | 15.23K | -5.07% | 2.68M | 88.3 | 1.21% | Share |
| 16 | XOM | Exxon Mobil Cor... | 111.30 | -0.62% | 22.89K | -1.89% | 2.47M | 110.49 | 1.11% | Share |
| 17 | VDIGX | Vanguard Divide... | 36.99 | +0.41% | 58.36K | -0.89% | 2.12M | 41.8 | 0.95% | Share |
| 18 | LLY | Eli Lilly and C... | 820.20 | -0.63% | 2.42K | -3.52% | 1.88M | 509.19 | 0.85% | Share |
| 19 | JMBS | Janus Henderson... | 45.66 | +0.19% | 41.37K | -1.34% | 1.86M | 44.52 | 0.84% | Share |
| 20 | SDY | SPDR S&P Divide... | 139.91 | -0.05% | 13.38K | -3.4% | 1.82M | 125.11 | 0.82% | Share |
Page 1 of 7