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  Name: Redwood Wealth Management Group LLC
  City: MOORESTOWN
  State: NJ
  Zip: 08057
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $94,359,000
  Total Value Change : $4,175,000
  Securities Held Change : -32
   
All Securities Held : 111
  New Positions : 6
  Closed Positions : 37
  Increased Positions : 30
  Unchanged Positions : 8
  Decreased Positions : 67

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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
   (AON)1 Year Chart         AON Aon Plc 26 - $279.30 $968,000 2,900 1.03% 124,000 0 0.001    Life & Health Insurance
   (CSX)1 Year Chart         CSX CSX Corp 31 - $33.50 $805,000 21,713 0.85% 52,000 0 0.001    Railroads
   (INGR)1 Year Chart         INGR Ingredion Incorporated 46 - $117.65 $584,000 5,000 0.62% 41,000 0 0.007    Processed & Packaged ...
   (REGN)1 Year Chart         REGN Regeneron Pharmaceuticals Inc 52 - $980.57 $535,000 556 0.57% 47,000 0 0.001    Biotechnology
   (GS)1 Year Chart         GS Goldman Sachs Group Inc 66 - $458.15 $418,000 1,000 0.44% 32,000 0 0    Investment Brokerage ...
   (DTE)1 Year Chart         DTE DTE Energy Co 69 - $112.06 $403,000 3,597 0.43% 6,000 0 0.002    Electric Utilities
   (V)1 Year Chart         V Visa Inc 100 - $274.23 $250,000 898 0.26% 16,000 0 0    Business Services
   (BTO)1 Year Chart         BTO Hancock John Bank & Thrift ... 110 - $27.72 $217,000 7,329 0.23% -3,000 0 0.039    Closed - End Fund - E...

      8 Records Found
  1    
Page 1 of 1
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