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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 : 2023-12-31
  Total Value : $90,184,000
  Total Value Change : $4,667,000
  Securities Held Change : -1
   
All Securities Held : 143
  New Positions :
  Closed Positions :
  Increased Positions :
  Unchanged Positions :
  Decreased Positions :

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 9     View All Holdings Currently Viewing:  Closed 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
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co Closed $275.32 $0 0 0% -335,000 -1,458 0    Independent Oil & Gas
   (TOT)1 Year Chart         TOT TOTAL S.A. (ADR) Closed $73.82 $0 0 0% -427,000 -6,492 0    Integrated Oil & Gas
   (IONQ)1 Year Chart         IONQ Ionq Ord Shs Closed $10.40 $0 0 0% -154,000 -10,373 0    N/A
   (CMRE)1 Year Chart         CMRE Costamare Inc Closed $13.37 $0 0 0% -106,000 -11,031 0    AirDelivery & Freight...
   (VICR)1 Year Chart         VICR Vicor Corp Closed $32.97 $0 0 0% -222,000 -3,765 0    Diversified Electronics
   (NAT)1 Year Chart         NAT Nordic American Tanker Ship... Closed $4.14 $0 0 0% -58,000 -14,033 0    Water Transportation
   (KLR)1 Year Chart         KLR Kaleyra, Inc. Closed $7.24 $0 0 0% -83,000 -11,529 0    N/A
   (AMGP)1 Year Chart         AMGP Antero Midstream GP LP Closed $14.42 $0 0 0% -130,000 -10,849 0    N/A
   (ARDX)1 Year Chart         ARDX Ardelyx Inc Closed $7.77 $0 0 0% -43,000 -10,500 0    N/A

      9 Records Found
  1    
Page 1 of 1
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