Redwood Investment Management, LLC Q1 2025 Filing

Filed May 14, 2025

Portfolio Value

$922.3M

Holdings

286

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (286 positions)

#StockSharesValue% PortfolioType
1
IWMiShares Russell 2000 ETF
468,171$93.4M10.13%
2
LSAFLeaderShares AlphaFactor US Co
1,631,441$64.4M6.99%
3
VOOVanguard S&P 500 ETF
113,563$58.4M6.33%
4
LSATLeaderShares AlphaFactor Tacti
1,022,039$41.0M4.44%
5
SQEWLeaderShares Equity Skew ETF
936,481$29.3M3.17%
6
NDQInvesco QQQ Trust Series 1
47,458$22.3M2.41%
7
KLMNInvesco S&P 500 Momentum ETF
235,246$21.8M2.36%
8
VWOVanguard FTSE Emerging Markets
419,854$19.0M2.06%
9
SLYVSPDR S&P 600 Small CapValue ETF
186,676$14.6M1.59%
10
SPYGSPDR Portfolio S&P 500 Growth
179,433$14.4M1.56%
11
AAPLApple Inc
60,302$13.4M1.45%
12
DYLDLeaderShares Dynamic Yield ETF
555,153$12.5M1.35%
13
OEFiShares S&P 100 ETF
40,993$11.1M1.20%
14
SPYSPDR S&P 500 ETF Trust
16,500$9.2M1.00%
15
MSFTMicrosoft Corp
24,336$9.1M0.99%
16
SPTLSPDR Portfolio Long Term Treas
304,407$8.3M0.90%
17
SCHCSchwab International Small-Cap
227,833$8.2M0.89%
18
AEMSLeaderShares Activist Leaders
247,047$7.5M0.81%
19
SPYMSPDR Portfolio S&P 500 ETF
107,438$7.1M0.77%
20
VEAVanguard FTSE Developed Market
126,802$6.4M0.70%
21
IUSBiShares Core Total USD Bond Ma
133,871$6.2M0.67%
22
HRHealthcare Realty Trust Inc
355,862$6.0M0.65%
23
XOMExxon Mobil Corp
46,624$5.5M0.60%
24
7HPHP Inc
188,298$5.2M0.57%
25
AIGAmerican International Group I
58,650$5.1M0.55%
26
HRBH&R Block Inc
92,654$5.1M0.55%
27
MTGMGIC Investment Corp
205,281$5.1M0.55%
28
TNLTravel Leisure Co
109,562$5.1M0.55%
29
EOGEOG Resources Inc
39,385$5.1M0.55%
30
SPBSpectrum Brands Holdings Inc
70,518$5.0M0.55%
31
VRSNVeriSign Inc
19,846$5.0M0.55%
32
USFDUS Foods Holding Corp
76,836$5.0M0.55%
33
ORIOld Republic International Cor
127,572$5.0M0.54%
34
AVTAvnet Inc
103,976$5.0M0.54%
35
BYDBoyd Gaming Corp
75,792$5.0M0.54%
36
NVDANVIDIA Corp
13,681$5.0M0.54%
37
AMZNAmazon Inc
24,469$4.7M0.50%
38
MTCHMatch Group Inc
148,831$4.6M0.50%
39
VSSVanguard FTSE All World ex-US
34,739$4.0M0.44%
40
MPCMarathon Petroleum Corp
26,099$3.8M0.41%
41
GLGlobe Life Inc
28,255$3.7M0.40%
42
OWLBlue Owl Capital Inc
185,161$3.7M0.40%
43
CRBGCorebridge Financial Inc
117,510$3.7M0.40%
44
SIRISirius XM Holdings Inc
164,179$3.7M0.40%
45
MNSTMonster Beverage Corp
63,204$3.7M0.40%
46
PINCPremier Inc
191,742$3.7M0.40%
47
HCAHCA Healthcare Inc
10,693$3.7M0.40%
48
HOGHarley-Davidson Inc
146,132$3.7M0.40%
49
DINOHF Sinclair Corp
112,202$3.7M0.40%
50
EEFTEuronet Worldwide Inc
34,515$3.7M0.40%
51
HOLXHologic Inc
59,589$3.7M0.40%
52
CFCF Industries Holdings Inc
47,040$3.7M0.40%
53
SAMBoston Beer Co Inc
15,372$3.7M0.40%
54
CHHChoice Hotels International In
27,649$3.7M0.40%
55
NXSTNexstar Media Group Inc
19,364$3.5M0.38%
56
GOOGLAlphabet Inc
21,711$3.4M0.36%
57
SCHZSchwab US Aggregate Bond ETF
139,862$3.2M0.35%
58
IVWiShares S&P 500 Growth ETF
33,647$3.1M0.34%
59
BRK/BBerkshire Hathaway Inc
5,837$3.1M0.34%
60
SLYGSPDR S&P 600 Small Cap Growth
37,151$3.1M0.33%
61
DYNFiShares US Equity Factor Rot
61,463$3.0M0.32%
62
IJTiShares S&P Small-Cap 600 Grow
23,956$3.0M0.32%
63
QUALiShares MSCI USA Quality Facto
16,519$2.8M0.31%
64
EFViShares MSCI EAFE Value ETF
47,744$2.8M0.31%
65
BBYBest Buy Co Inc
36,958$2.7M0.29%
66
HONHoneywell International Inc
11,741$2.5M0.27%
67
METAMeta Platforms Inc
4,289$2.5M0.27%
68
CVXChevron Corp
13,898$2.3M0.25%
69
MRKMerck & Co Inc
25,779$2.3M0.25%
70
EFGiShares MSCI EAFE Growth ETF
23,105$2.3M0.25%
71
BACVerizon Communications Inc
48,164$2.2M0.24%
72
MOAltria Group Inc
36,167$2.2M0.24%
73
COSTCostco Wholesale Corp
2,228$2.1M0.23%
74
TAT&T Inc
74,418$2.1M0.23%
75
JPMJPMorgan Chase & Co
8,573$2.1M0.23%
76
CSCOCisco Systems Inc
33,397$2.1M0.22%
77
BMYBristol-Myers Squibb Co
33,292$2.0M0.22%
78
LDOSLeidos Holdings Inc
14,866$2.0M0.22%
79
HIIHuntington Ingalls Industries
9,748$2.0M0.22%
80
ORealty Income Corp
33,859$2.0M0.21%
81
MBBiShares MBS ETF
20,885$2.0M0.21%
82
CVSCVS Health Corp
28,731$1.9M0.21%
83
CMCSAComcast Corp
52,762$1.9M0.21%
84
MUBiShares National Muni Bond ETF
18,344$1.9M0.21%
85
PFEPfizer Inc
75,149$1.9M0.21%
86
8CWCrown Castle Inc
18,252$1.9M0.21%
87
KMIKinder Morgan Inc
66,245$1.9M0.20%
88
MOSMosaic Co
69,593$1.9M0.20%
89
AMATApplied Materials Inc
12,924$1.9M0.20%
90
FMCFMC Corp
44,355$1.9M0.20%
91
UPSUnited Parcel Service Inc
16,912$1.9M0.20%
92
EIXEdison International
31,082$1.8M0.20%
93
FFord Motor Co
178,295$1.8M0.19%
94
UNHUnitedHealth Group Inc
3,407$1.8M0.19%
95
LMTLockheed Martin Corp
3,987$1.8M0.19%
96
DDominion Energy Inc
31,595$1.8M0.19%
97
AESAES Corp
142,095$1.8M0.19%
98
TXNTexas Instruments Inc
9,805$1.8M0.19%
99
FEFirstEnergy Corp
43,535$1.8M0.19%
100
PAYXPaychex Inc
11,315$1.7M0.19%
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