Rede Wealth, LLC
Top Portfolio Positions
60 positions ·
$72,182,431 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
47,093 | $11,951,732 | 16.56% | |
| JNJ |
Johnson & Johnson
Healthcare
|
37,085 | $9,065,057 | 12.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
23,534 | $4,901,426 | 6.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
10,043 | $4,812,605 | 6.67% | |
| SPY |
Spdr S&P 500 ETF Trust
|
5,189 | $3,374,613 | 4.68% | |
| MSFT |
Microsoft Corp
Technology
|
8,290 | $3,068,709 | 4.25% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,609 | $2,987,542 | 4.14% | |
| AMAT |
Applied Materials Inc /De
Technology
|
7,290 | $2,491,649 | 3.45% | |
| NVDA |
Nvidia Corp
Technology
|
14,199 | $2,476,305 | 3.43% | |
| COIN |
Coinbase Global, Inc.
Financial Services
|
8,119 | $1,417,658 | 1.96% |
Portfolio Trend
22 quarters · across all stocks
Holdings in ETH
Shares Held
Position Value (USD)
5 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,057,564 | 53,251 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $991,079 | 35,320 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $741,439 | 31,258 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $557,049 | 32,349 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $509,476 | 16,179 | Shares | Sole | 2025-01-28 | |
| No 13F history on record for this holder in this stock. | ||||||