Portfolio (Quarterly)
Guide ↗
Rede Wealth, LLC
· CIK 0001842054| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SLV | ISHARES SILVER TR | Financial Services | 3,686.0 | $251K | 0.09% | NEW | — | $68.14 | -11.1% |
| 2 | MTZ | MASTEC INC | Industrials | 695.0 | $224K | 0.08% | NEW | — | $321.74 | -27.8% |
| 3 | XLP | SELECT SECTOR SPDR TR | — | 2,546.0 | $209K | 0.07% | NEW | — | $81.98 | +4.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
34.0%
Financial Services
19.8%
Healthcare
15.3%
Consumer Cyclical
10.1%
Industrials
7.4%
Energy
6.3%
Communication Services
4.3%
Consumer Defensive
2.8%