Portfolio (Quarterly)
Guide ↗
Redwood Wealth Management Group, LLC
· CIK 0001963839| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | JNJ | JOHNSON & JOHNSON | Healthcare | 3,467 | $847K | 0.37% | SOLD |
| 62 | VZ | VERIZON COMMUNICATIONS I | Communication Services | 16,451 | $826K | 0.36% | SOLD |
| 63 | — | LORD ABBETT INCOME I | — | 331,222 | $802K | 0.35% | SOLD |
| 64 | BABA | ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | Consumer Cyclical | 6,190 | $777K | 0.34% | SOLD |
| 65 | — | VANGUARD US GROWTH INVESTOR | — | 11,431 | $759K | 0.33% | SOLD |
| 66 | XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | — | 12,321 | $755K | 0.33% | SOLD |
| 67 | AMGN | AMGEN INC | Healthcare | 2,140 | $753K | 0.33% | SOLD |
| 68 | MCD | MCDONALDS CORP | Consumer Cyclical | 2,285 | $710K | 0.31% | SOLD |
| 69 | — | BARON GLOBAL OPPORTUNITY INSTITUTIONAL | — | 14,540 | $701K | 0.30% | SOLD |
| 70 | CSCO | CISCO SYS INC | Technology | 8,931 | $693K | 0.30% | SOLD |
| 71 | ETN | EATON CORP PLC F | Industrials | 1,936 | $692K | 0.30% | SOLD |
| 72 | WMT | WALMART INC | Consumer Defensive | 5,325 | $662K | 0.29% | SOLD |
| 73 | EPD | ENTERPRISE PRODS PART LP | — | 17,130 | $648K | 0.28% | SOLD |
| 74 | SM | SM ENERGY CO | Energy | 20,609 | $643K | 0.28% | SOLD |
| 75 | T | AT&T INC | Communication Services | 22,064 | $640K | 0.28% | SOLD |
| 76 | TRP | TC ENERGY CORP F | Energy | 10,138 | $635K | 0.27% | SOLD |
| 77 | — | HYPERION DEFI INC | — | 183,273 | $632K | 0.27% | SOLD |
| 78 | LMT | LOCKHEED MARTIN CORP | Industrials | 1,038 | $627K | 0.27% | SOLD |
| 79 | AON | AON PLC FCLASS CLASS A | Financial Services | 1,900 | $613K | 0.27% | SOLD |
| 80 | URNM | SPROTT URANIUM MINERS ETF | — | 9,414 | $594K | 0.26% | SOLD |