Portfolio (Quarterly)
Guide ↗
Redwood Wealth Management Group, LLC
· CIK 0001963839| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | NIO | NIO INC F | Consumer Cyclical | 55,062 | $332K | 0.14% | SOLD |
| 122 | — | FS SPECIALTY LENDING FUN | — | 26,531 | $332K | 0.14% | SOLD |
| 123 | IWB | ISHARES RUSSELL 1000 ETF | — | 930 | $332K | 0.14% | SOLD |
| 124 | BTO | HANCOCK JOHN FINANCIAL OPPORTUNITIES FUND | Financial Services | 9,229 | $331K | 0.14% | SOLD |
| 125 | ETH | GRAYSCALE ETHEREUM MINI STAKING ETF | Financial Services | 16,518 | $328K | 0.14% | SOLD |
| 126 | HIMX | HIMAX TECHNOLOGIES INC FSPONSORED ADR 1 ADR REPS 2 ORD SHS | Technology | 41,600 | $327K | 0.14% | SOLD |
| 127 | CRWD | CROWDSTRIKE HLDGS INC CLASS A | Technology | 803 | $313K | 0.14% | SOLD |
| 128 | — | MFS INCOME I | — | 53,200 | $313K | 0.14% | SOLD |
| 129 | GDMA | GADSDEN DYNAMIC MULTI-ASSET ETF | — | 7,693 | $313K | 0.14% | SOLD |
| 130 | HSAI | HESAI GROUP FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | Consumer Cyclical | 16,340 | $312K | 0.14% | SOLD |
| 131 | — | BERKSHIRE HATHAWAY CLASS B | — | 651 | $312K | 0.14% | SOLD |
| 132 | — | TWEEDY, BROWNE INTERNATIONAL VALUE FUND | — | 10,677 | $311K | 0.13% | SOLD |
| 133 | NFLX | NETFLIX INC | Communication Services | 3,195 | $307K | 0.13% | SOLD |
| 134 | — | US TREASU NT 1.375 11/31UST NOTE DUE 11/15/31 | — | 350,000 | $304K | 0.13% | SOLD |
| 135 | — | BURNING ROCK BIOTECH L FSPONSORED ADR 1 ADR REPS 10 ORD SHS | — | 18,278 | $295K | 0.13% | SOLD |
| 136 | — | VANGUARD HIGH-YIELD TAX-EXEMPT | — | 27,539 | $290K | 0.12% | SOLD |
| 137 | — | TWEEDY, BROWNE VALUE | — | 14,117 | $288K | 0.12% | SOLD |
| 138 | ALAB | ASTERA LABS INC | Technology | 2,610 | $286K | 0.12% | SOLD |
| 139 | NVS | NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD SHS | Healthcare | 1,815 | $277K | 0.12% | SOLD |
| 140 | CRUS | CIRRUS LOGIC INC | Technology | 1,909 | $276K | 0.12% | SOLD |