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| Name: |
Redwood Wealth Management Group LLC |
| City: |
MOORESTOWN |
| State: |
NJ |
| Zip: |
08057 |
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data |
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| Holdings
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29 |
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Menu
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
IVV |
iShares Core S&P 500 Etf |
5 |
- |
$534.05 |
$3,037,000 |
5,776 |
3.22% |
281,000 |
5 |
0 |
Closed - End Fund - E... |
|
|
XOM |
Exxon Mobil Corp |
7 |
- |
$117.85 |
$2,739,000 |
23,565 |
2.9% |
394,000 |
106 |
0.001 |
Integrated Oil & Gas |
|
|
GOOG |
Alphabet Inc |
9 |
- |
$179.54 |
$2,405,000 |
15,798 |
2.55% |
180,000 |
13 |
0 |
Search Engines & Info... |
|
|
IJH |
iShares S&P MidCap 400 Index |
16 |
- |
$60.27 |
$1,720,000 |
28,317 |
1.82% |
154,000 |
22,665 |
0.012 |
Closed - End Fund - E... |
|
|
LLY |
Eli Lilly & Co |
21 |
- |
$803.17 |
$1,506,000 |
1,936 |
1.6% |
438,000 |
104 |
0 |
Drug Manufacturers - ... |
|
|
IWM |
iShares Tr Russell 2000 Indx |
22 |
- |
$208.34 |
$1,359,000 |
6,464 |
1.44% |
1,037,000 |
4,862 |
0 |
Closed - End Fund - E... |
|
|
BABA |
Alibaba Group Holding Limited |
32 |
- |
$86.13 |
$791,000 |
10,936 |
0.84% |
-56,000 |
12 |
0 |
N/A |
|
|
BMY |
Bristol-Myers Squibb Co |
35 |
- |
$42.27 |
$691,000 |
12,751 |
0.73% |
43,000 |
123 |
0.001 |
Drug Manufacturers - ... |
|
|
PLTR |
Palantir Technologies Inc |
39 |
- |
$21.24 |
$651,000 |
28,285 |
0.69% |
167,000 |
75 |
0 |
N/A |
|
|
PFE |
Pfizer Inc |
38 |
- |
$28.56 |
$651,000 |
23,460 |
0.69% |
39,000 |
2,217 |
0.002 |
Drug Manufacturers - ... |
|
|
SCCO |
Southern Peru Copper Corp |
40 |
- |
$115.17 |
$632,000 |
5,932 |
0.67% |
122,000 |
7 |
0.001 |
Gold |
|
|
ENPH |
Enphase Energy, Inc. |
44 |
- |
$111.50 |
$597,000 |
4,931 |
0.63% |
-52,000 |
20 |
0.004 |
Semiconductor Equipme... |
|
|
FB |
Meta Platforms Inc |
49 |
- |
$464.63 |
$546,000 |
1,125 |
0.58% |
157,000 |
26 |
0 |
Internet Service Prov... |
|
|
RIO |
Rio Tinto Plc (ADR) |
50 |
- |
$73.48 |
$540,000 |
8,464 |
0.57% |
-87,000 |
37 |
0.001 |
Gold |
|
|
CTRA |
Coterra Energy Inc |
54 |
- |
$27.84 |
$529,000 |
18,974 |
0.56% |
56,000 |
429 |
0.002 |
Independent Oil & Gas |
|
|
OPRA |
Opera Ltd |
56 |
- |
$13.44 |
$509,000 |
32,205 |
0.54% |
370,000 |
21,700 |
0.028 |
N/A |
|
|
AMAT |
Applied Materials Inc |
57 |
- |
$219.80 |
$491,000 |
2,382 |
0.52% |
111,000 |
40 |
0 |
Semiconductor Equipme... |
|
|
EQT |
EQT Corp |
63 |
- |
$40.09 |
$436,000 |
11,754 |
0.46% |
-12,000 |
160 |
0.003 |
Gas Utilities |
|
|
BRK.B |
Berkshire Hathaway B |
62 |
- |
$414.37 |
$436,000 |
1,036 |
0.46% |
70,000 |
10 |
0.003 |
Property & Casualty I... |
|
|
T |
AT&T Corp |
64 |
- |
$17.27 |
$422,000 |
23,958 |
0.45% |
33,000 |
779 |
0.018 |
Long Distance Carriers |
|
|
DVN |
Devon Energy Corp |
72 |
- |
$49.77 |
$397,000 |
7,912 |
0.42% |
144,000 |
2,326 |
0.001 |
Independent Oil & Gas |
|
|
BIDU |
Baidu Inc |
77 |
- |
$105.14 |
$379,000 |
3,602 |
0.4% |
126,000 |
1,480 |
0.001 |
Internet Service Prov... |
|
|
WMT |
Wal-Mart Stores Inc |
81 |
- |
$60.24 |
$370,000 |
6,146 |
0.39% |
53,000 |
4,138 |
0 |
Discount, Variety Stores |
|
|
MRVL |
Marvell Technology, Inc. |
83 |
- |
$73.30 |
$355,000 |
5,009 |
0.38% |
73,000 |
335 |
0.001 |
N/A |
|
|
PSX |
Phillips 66 |
88 |
- |
$144.14 |
$305,000 |
1,865 |
0.32% |
64,000 |
51 |
0 |
Oil & Gas Refining, P... |
|
|
BHP |
BHP Billiton Limited (ADR) |
95 |
- |
$61.63 |
$267,000 |
4,634 |
0.28% |
-39,000 |
150 |
0.002 |
Industrial Metals & M... |
|
|
NIO |
Nio Inc |
102 |
- |
$5.25 |
$241,000 |
53,632 |
0.26% |
-214,000 |
3,450 |
0 |
N/A |
|
|
DOW |
DOW Inc |
104 |
- |
$58.91 |
$229,000 |
3,948 |
0.24% |
24,000 |
206 |
0.002 |
Diversified Chemicals |
|
|
DM |
Desktop Metal Ord Shs Class A |
111 |
- |
$0.00 |
$214,000 |
243,142 |
0.23% |
35,000 |
4,200 |
0.105 |
N/A |
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