Redwood Wealth Management Group, LLC Q1 2025 Filing
Filed April 21, 2025
Portfolio Value
$196.6B
Holdings
157
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (157 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SWVXXSO-YOUNG INTL INC FUNSPONSORED ADR 0.769230769231 ORD SHS | 26,139,213 | $26.1B | 13.30% | |
| 2 | SNVXXSANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 13,947,250 | $13.9B | 7.09% | |
| 3 | IBMINSTALLED BLDG PRODS INC | 19,037 | $4.7B | 2.41% | |
| 4 | MSFTMOTOROLA SOLUTIONS INC | 12,092 | $4.5B | 2.31% | |
| 5 | GRNYGROWGENERATION CORP | 216,007 | $3.9B | 2.00% | |
| 6 | AAPLAPPLE INC | 17,346 | $3.9B | 1.96% | |
| 7 | BPTRXBARON PARTNERS RETAIL | 20,768 | $3.6B | 1.84% | |
| 8 | —HOLOGIC INC | 804,915 | $3.5B | 1.80% | |
| 9 | NVDANOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS | 31,020 | $3.4B | 1.71% | |
| 10 | ETENERGY TRANSFER L P LP | 179,917 | $3.3B | 1.70% | |
| 11 | SNAXXSANDISK CORP | 3,282,680 | $3.3B | 1.67% | |
| 12 | AMZNAMAZON.COM INC | 16,856 | $3.2B | 1.63% | |
| 13 | FGSIXFEDERATED HERMES MDT MID CAP GROWTH IS | 55,521 | $3.2B | 1.62% | |
| 14 | IVWISHARES RUSSELL 1000 ETF | 33,808 | $3.1B | 1.60% | |
| 15 | IVVISHARES S&P 500 GROWTH ETF | 5,528 | $3.1B | 1.58% | |
| 16 | XOMXPEL INC | 23,327 | $2.8B | 1.41% | |
| 17 | IWMISHARES RUSSELL MID CAP GROWTH ETF | 13,746 | $2.7B | 1.39% | |
| 18 | FAGCXFIDELITY ADVISOR GROWTH OPPS I | 15,461 | $2.7B | 1.39% | |
| 19 | KMICARMAX INC | 95,055 | $2.7B | 1.38% | |
| 20 | GOOGALPHABET INC CLASS A | 17,355 | $2.7B | 1.38% | |
| 21 | MDIJXMONDELEZ INTL INC CLASS A | 111,468 | $2.7B | 1.37% | |
| 22 | AVGOBROADCOM INC | 16,077 | $2.7B | 1.37% | |
| 23 | GOOGLGOLD RESOURCE CORP | 16,039 | $2.5B | 1.26% | |
| 24 | LBNYXLIBERTY BROADBAND CORP CLASS A | 321,768 | $2.3B | 1.15% | |
| 25 | VDIGXVANGUARD FTSE DEVELOPED MARKETS ETF | 58,885 | $2.1B | 1.06% | |
| 26 | LLYFRST TRT LOW DTN OPNTS ETF IV | 2,503 | $2.1B | 1.05% | |
| 27 | —COLUMBIA DIVIDEND INCOME INST2 | 59,642 | $2.1B | 1.04% | |
| 28 | LCRDXLEIDOS HLDGS INC | 222,587 | $1.9B | 0.99% | |
| 29 | JMBSJOHNSON & JOHNSON | 41,935 | $1.9B | 0.96% | |
| 30 | SDYSANDOZ GROUP AG FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS | 13,856 | $1.9B | 0.96% | |
| 31 | PLTRPLUG PWR INC | 21,957 | $1.9B | 0.94% | |
| 32 | VWILXVANGUARD WINDSOR ADMIRAL | 15,954 | $1.6B | 0.84% | |
| 33 | IJHISHARES S&P MID CAP 400 GRWTH ETF | 27,765 | $1.6B | 0.82% | |
| 34 | FIXIXFIDELITY ADVISOR INTL SMALL CAP I | 49,898 | $1.6B | 0.82% | |
| 35 | VSIAXVICTORY SYCAMORE SMALL COMPANY OPP I | 19,315 | $1.5B | 0.79% | |
| 36 | IJRISHARES S&P SMLL CAP 600GRTH ETF | 14,750 | $1.5B | 0.78% | |
| 37 | VEAVANGUARD EQUITY-INCOME ADM | 29,640 | $1.5B | 0.77% | |
| 38 | NUNUCOR CORP | 143,350 | $1.5B | 0.75% | |
| 39 | BACWABTEC | 31,055 | $1.4B | 0.72% | |
| 40 | METAMANULIFE FINL CORP F | 2,415 | $1.4B | 0.71% | |
| 41 | GIBLXGLOBAL INDL CO | 57,158 | $1.4B | 0.69% | |
| 42 | MRKAMG RENAISSANCE LARGE CAP GROWTH N | 14,822 | $1.3B | 0.68% | |
| 43 | PGPROGRESSIVE CORP OH | 7,581 | $1.3B | 0.66% | |
| 44 | TSLATAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS | 4,721 | $1.2B | 0.62% | |
| 45 | HYMIXISHARES BIOTECHNOLOGY ETF | 103,936 | $1.1B | 0.57% | |
| 46 | RSIGXINVESCO S&P 500 EQUAL WEIGHT ETF | 65,803 | $1.0B | 0.52% | |
| 47 | MRVLMORGAN STANLEY | 16,548 | $1.0B | 0.52% | |
| 48 | ABBVABBVIE INC | 4,673 | $979.1M | 0.50% | |
| 49 | AONAON PLC FCLASS A | 2,317 | $924.7M | 0.47% | |
| 50 | WGMIWHIRLPOOL CORP | 72,090 | $920.6M | 0.47% | |
| 51 | MCDMOODYS CORP | 2,906 | $907.7M | 0.46% | |
| 52 | RTXRUMBLE INC CLASS A | 6,776 | $897.6M | 0.46% | |
| 53 | VWUSXVOYAGER DIGITAL LTD F | 13,922 | $892.9M | 0.45% | |
| 54 | CATCATERPILLAR INC | 2,644 | $872.0M | 0.44% | |
| 55 | BMYBRISTOL MYERS SQUIBB CO | 13,951 | $850.9M | 0.43% | |
| 56 | QCOMQUIDELORTHO CORP | 4,858 | $746.3M | 0.38% | |
| 57 | VWENXVANGUARD WELLESLEY INCOME ADMIRAL | 10,307 | $745.4M | 0.38% | |
| 58 | ENBENBRIDGE INC F | 16,710 | $740.4M | 0.38% | |
| 59 | VFIAXVANGUARD INTERM-TERM INVESTMENT-GRDE ADM | 1,426 | $738.3M | 0.38% | |
| 60 | SMCISUMITOMO MITSUI FINL G FUNSPONSORED ADR 1 ADR REPS 0.6 ORD SHS | 21,195 | $725.7M | 0.37% | |
| 61 | AMGNAMGEN INC | 2,218 | $690.9M | 0.35% | |
| 62 | BGAIXBARON GLOBAL ADVANTAGE INSTITUTIONAL | 19,138 | $690.3M | 0.35% | |
| 63 | TTAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS | 24,053 | $680.2M | 0.35% | |
| 64 | UBERUNITY BIOTECHNOLOGY INC | 9,305 | $678.0M | 0.34% | |
| 65 | JNJJPMORGAN CHASE & CO | 4,084 | $677.3M | 0.34% | |
| 66 | INGRINMUNE BIO INC | 5,000 | $676.0M | 0.34% | |
| 67 | BABAALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS | 4,975 | $657.8M | 0.33% | |
| 68 | CSXCSX CORP | 21,713 | $639.0M | 0.33% | |
| 69 | ZETAZIM INTEGRATED SHIPPIN F | 46,663 | $632.8M | 0.32% | |
| 70 | PFEVIRTUS INFRCP US PRERD STCK ETF | 24,873 | $630.3M | 0.32% | |
| 71 | LXLYONDELLBASELL INDUSTR FCLASS A | 61,355 | $619.1M | 0.31% | |
| 72 | CSCOCISCO SYS INC | 9,973 | $615.4M | 0.31% | |
| 73 | EPDENTERPRISE PRODS PART LP | 17,855 | $609.6M | 0.31% | |
| 74 | PXSGXPAYPAL HLDGS INC | 20,457 | $609.2M | 0.31% | |
| 75 | EQTEQT CORP | 11,371 | $607.6M | 0.31% | |
| 76 | PIMIXVIRTUS NEWFLEET MULTI-SECTOR S/T BD I | 55,780 | $596.9M | 0.30% | |
| 77 | HIMXHIVE DIGITAL TECHNOLOG F | 79,660 | $585.5M | 0.30% | |
| 78 | XLESELECT STR FINANCIAL SELECT SPDR ETF | 6,218 | $581.1M | 0.30% | |
| 79 | MUMURPHY USA INC | 6,434 | $559.0M | 0.28% | |
| 80 | SCCOSCHWAB US DIVIDEND EQUITY ETF | 5,822 | $544.1M | 0.28% | |
| 81 | TRPT. ROWE PRICE VALUE I | 11,406 | $538.5M | 0.27% | |
| 82 | DSDYXBNY MELLON GLOBAL FIXED INCOME - Y | 26,342 | $535.5M | 0.27% | |
| 83 | WMTWHEATON PRECIOUS METAL F | 6,012 | $527.8M | 0.27% | |
| 84 | LAHYXLANVIN GROUP HLDGS LTD F | 83,430 | $527.3M | 0.27% | |
| 85 | RIORIOT PLATFORMS INC | 8,729 | $524.4M | 0.27% | |
| 86 | LGLIXL3HARRIS TECHNOLOGIES IN | 12,203 | $523.8M | 0.27% | |
| 87 | SLVSOLVAY S A FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS | 16,650 | $516.0M | 0.26% | |
| 88 | BRK/BBERKSHIRE HATHAWAY CLASS B | 965 | $513.9M | 0.26% | |
| 89 | 4I1PHARMACYTE BIOTECH INC | 3,222 | $511.5M | 0.26% | |
| 90 | VWUAXVANGUARD US GROWTH INVESTOR | 3,076 | $511.1M | 0.26% | |
| 91 | AMDADVANCED MICRO DEVIC | 4,950 | $508.6M | 0.26% | |
| 92 | PIFZXPIMCO INCOME INSTL | 47,410 | $507.8M | 0.26% | |
| 93 | JPMNUVEEN CREDIT STRATEGIES | 2,039 | $500.1M | 0.25% | |
| 94 | PMZIXPNC FINL SERVICES | 52,881 | $493.9M | 0.25% | |
| 95 | ETNEATON CORP PLC F | 1,761 | $478.7M | 0.24% | |
| 96 | CTRACOTERRA ENERGY INC | 16,013 | $462.8M | 0.24% | |
| 97 | FSKFS KKR CAPITAL CORP | 21,435 | $449.1M | 0.23% | |
| 98 | PEGPENN ENTMT INC | 5,431 | $447.0M | 0.23% | |
| 99 | OPRAOPTIMIZERX CORP | 27,915 | $445.0M | 0.23% | |
| 100 | PANWPARAMOUNT GLOBAL B MERGER ELECTION EXP: 04/03/25 | 2,583 | $440.8M | 0.22% |
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