Redwood Wealth Management Group, LLC
Top Portfolio Positions
112 positions ·
$103,516,175 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
30,972 | $5,401,516 | 5.22% | |
| AVGO |
Broadcom Inc.
Technology
|
15,725 | $4,867,044 | 4.70% | |
| IBM |
International Business Machines Corp
Technology
|
19,052 | $4,618,014 | 4.46% | |
| MSFT |
Microsoft Corp
Technology
|
12,366 | $4,577,522 | 4.42% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
14,344 | $4,124,760 | 3.98% | |
| AAPL |
Apple Inc.
Technology
|
15,732 | $3,992,624 | 3.86% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
19,150 | $3,988,370 | 3.85% | |
| XOM |
Exxon Mobil Corp
Energy
|
20,717 | $3,514,846 | 3.40% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
22,445 | $3,283,254 | 3.17% | |
| ET |
Energy Transfer LP
Energy
|
161,782 | $3,122,392 | 3.02% |
Portfolio Trend
14 quarters · across all stocks
Holdings in DRTTF
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 | $1,232 | 2,800 | Shares | Sole | 2024-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||