Rede Wealth, LLC
Q1 2025 13F Holdings
- Locationcharlottesville, VA
- Num holdings
105
- Value ($000)
$283,124
- Date Filed05/14/2025
- Form type13F-HR
- CIK0001842054
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
BRK.A BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | $167.67M | 59 % | 210 | ||
AAPL APPLE INC | COM | 037833100 | $11.02M | 4 % | 49,612 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $8.47M | 3 % | 69,380 | ||
JNJ JOHNSON & JOHNSON | COM | 478160104 | $6.27M | 2 % | 37,799 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $5.85M | 2 % | 10,413 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $5.12M | 2 % | 9,612 | ||
AMZN AMAZON COM INC | COM | 023135106 | $4.89M | 2 % | 25,722 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $3.38M | 1 % | 31,220 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.25M | 1 % | 8,659 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.93M | 1 % | 5,229 |
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