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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 : 34     View All Holdings Currently Viewing:  Increased 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
   (MSFT)1 Year Chart         MSFT Microsoft Corp - $414.74 $4,337,000 11,534 % 725,000 95 0    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc - $183.05 $3,950,000 20,517 % 460,000 134 0    N/A
   (ETE)1 Year Chart         ETE Energy Transfer Equity LP - $15.94 $1,897,000 137,491 % 61,000 6,644 0    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation - $898.78 $1,351,000 2,728 % 215,000 117 0    N/A
   (LLY)1 Year Chart         LLY Eli Lilly & Co - $760.00 $1,068,000 1,832 % 224,000 261 0    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc - $354.79 $893,000 3,019 % 131,000 228 0    N/A
   (BABA)1 Year Chart         BABA Alibaba Group Holding Limited - $80.04 $847,000 10,924 % -50,000 581 0    N/A
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc - $177.81 $663,000 2,668 % 14,000 75 0    Auto Manufacturers
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co - $44.94 $648,000 12,628 % 45,000 2,247 0    N/A
   (PFE)1 Year Chart         PFE Pfizer Inc - $28.01 $612,000 21,243 % -60,000 970 0    N/A
   (HIMX)1 Year Chart         HIMX Himax Technologies Inc - $5.86 $547,000 90,193 % 58,000 6,400 0    N/A
   (SCCO)1 Year Chart         SCCO Southern Peru Copper Corp - $115.17 $510,000 5,925 % 67,000 38 0.001    Gold
   (CLSK)1 Year Chart         CLSK Cleanspark Ord Shs - $15.57 $494,000 44,780 % 351,000 7,150 0    N/A
   (CTRA)1 Year Chart         CTRA Coterra Energy Inc - $28.08 $473,000 18,545 % -20,000 326 0    N/A
   (NIO)1 Year Chart         NIO Nio Inc - $5.07 $455,000 50,182 % 26,000 2,745 0    N/A
   (UMC)1 Year Chart         UMC United Microelectronics Cor... - $8.06 $427,000 50,504 % 72,000 184 0    N/A
   (T)1 Year Chart         T AT&T Corp - $17.17 $389,000 23,179 % 49,000 511 0    N/A
   (CRNC)1 Year Chart         CRNC Cerence Inc. - $5.35 $358,000 18,226 % 38,000 2,510 0    N/A
   (PM)1 Year Chart         PM Philip Morris International... - $99.66 $317,000 3,370 % 6,000 7 0    N/A
   (XLE)1 Year Chart         XLE SPDR Energy Sector - $93.83 $315,000 3,756 % 9,000 375 0    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co - $105.79 $312,000 3,457 % 67,000 434 0    N/A
   (MRNA)1 Year Chart         MRNA Moderna, Inc. - $0.00 $311,000 3,132 % 31,000 425 0    N/A
   (BHP)1 Year Chart         BHP BHP Billiton Limited (ADR) - $57.19 $306,000 4,484 % 77,000 450 0    N/A
   (ARBK)1 Year Chart         ARBK Argo Blockchain Adr - $0.00 $287,000 76,755 % 230,000 19,300 0    N/A
   (BP)1 Year Chart         BP BP Plc (ADR) - $37.84 $265,000 7,488 % -24,000 21 0    N/A
   (DVN)1 Year Chart         DVN Devon Energy Corp - $50.12 $253,000 5,586 % 28,000 860 0    N/A
   (LX)1 Year Chart         LX Lexinfintech Holdings Ltd - $0.00 $124,000 67,355 % -24,000 600 0    N/A
   (DTIL)1 Year Chart         DTIL Precision Biosciences Inc - $10.64 $2,600 7,083 % 11,000 523 0    N/A
   (TSHA)1 Year Chart         TSHA Taysha Gene Therapies, Inc. - $0.00 $75,000 42,600 % -46,000 4,400 0    N/A
   (HBM)1 Year Chart         HBM Hudbay Minerals Inc - $8.78 $64,000 11,660 % 11,000 750 0    N/A
   (BKKT)1 Year Chart         BKKT Bakkt Holdings Ord Shs Class A - $0.00 $53,000 23,841 % 25,000 275 0    N/A
   (TNYA)1 Year Chart         TNYA Tenaya Therapeutics, Inc. - $0.00 $53,000 16,350 % 23,000 4,500 0    N/A
   (FUBO)1 Year Chart         FUBO fuboTV Inc - $1.28 $43,000 13,550 % 8,000 500 0    N/A
   (BSGM)1 Year Chart         BSGM Biosig Technologies, Inc. - $0.16 $11,000 23,300 % 2,000 4,300 0    N/A

      34 Records Found
  1    
Page 1 of 1
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