Portfolio (Quarterly)
Guide ↗
Redwood Wealth Management Group, LLC
· CIK 0001963839| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | — | FIDELITY ADVISOR INTL SMALL CAP I | — | 44,727 | $1.7M | 0.71% | SOLD |
| 42 | — | VANGUARD DIVIDEND GROWTH FUND INV | — | 56,239 | $1.6M | 0.70% | SOLD |
| 43 | MRK | MERCK & CO. INC. | Healthcare | 12,872 | $1.5M | 0.67% | SOLD |
| 44 | CAT | CATERPILLAR INC | Industrials | 1,950 | $1.4M | 0.60% | SOLD |
| 45 | META | META PLATFORMS INC CLASS CLASS A | Communication Services | 2,362 | $1.4M | 0.58% | SOLD |
| 46 | — | LORD ABBETT HIGH INCOME MUNI BOND I | — | 120,668 | $1.3M | 0.55% | SOLD |
| 47 | RTX | RTX CORP | Industrials | 5,905 | $1.1M | 0.49% | SOLD |
| 48 | — | VICTORY RS INTERNATIONAL Y | — | 58,827 | $1.1M | 0.46% | SOLD |
| 49 | PG | PROCTER & GAMBLE CO | Consumer Defensive | 7,349 | $1.1M | 0.46% | SOLD |
| 50 | AMD | ADVANCED MICRO DEVIC | Technology | 5,045 | $1.0M | 0.44% | SOLD |
| 51 | SCCO | SOUTHERN COPPER CORP | Basic Materials | 5,946 | $1.0M | 0.44% | SOLD |
| 52 | ZETA | ZETA GLOBAL HLDGS CORP CLASS CLASS A | Technology | 63,950 | $1.0M | 0.44% | SOLD |
| 53 | S | SENTINELONE INC CLASS CLASS A | Technology | 76,278 | $982K | 0.42% | SOLD |
| 54 | ABBV | ABBVIE INC | Healthcare | 4,427 | $963K | 0.42% | SOLD |
| 55 | ASML | ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Technology | 703 | $929K | 0.40% | SOLD |
| 56 | IOT | SAMSARA INC CLASS A | Technology | 29,300 | $929K | 0.40% | SOLD |
| 57 | ENB | ENBRIDGE INC F | Energy | 16,538 | $895K | 0.39% | SOLD |
| 58 | BMY | BRISTOL MYERS SQUIBB CO | Healthcare | 14,456 | $877K | 0.38% | SOLD |
| 59 | RIO | RIO TINTO PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Basic Materials | 9,326 | $870K | 0.38% | SOLD |
| 60 | CSX | CSX CORP | Industrials | 21,113 | $867K | 0.37% | SOLD |