Redwood Wealth Management Group, LLC
Q2 2025 13F Holdings
- Locationmedford, NJ
- Num holdings
179
- Value ($000)
$222,584
- Date Filed08/05/2025
- Form type13F-HR
- CIK0001963839
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
Schwab | MMN | 808515605 | $22.90M | 10 % | 22,903,628 | ||
SNVXX Schwab | MMN | 808515613 | $13.90M | 6 % | 13,900,685 | ||
BPTRX BlackRock | MFA | 06828M108 | $8.09M | 4 % | 41,527 | ||
MSFT Microsoft Corporation | COM | 594918104 | $6.08M | 3 % | 12,217 | ||
IBM International Business Machines Corporation | COM | 459200101 | $5.60M | 3 % | 19,002 | ||
NVDA NVIDIA Corporation | COM | 67066G104 | $5.04M | 2 % | 31,878 | ||
NextEra Energy Partners, LP | UIE | 886364231 | $4.98M | 2 % | 219,537 | ||
AVGO Broadcom Inc | COM | 11135F101 | $4.48M | 2 % | 16,240 | ||
Hannover Rueck | UFO | Y36861105 | $4.39M | 2 % | 794,915 | ||
FGSIX Fidelity Growth Strategies Fund | MFA | 314172198 | $4.04M | 2 % | 58,902 |
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