Redwood-Wealth-Management-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "GDX",
  null,
  null,
  null,
  "SMCI",
  "MU",
  "ABBV",
  "ADBE",
  "BABA",
  null,
  "GOOGL",
  "RIOT",
  null,
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "BIDU",
  null,
  "LX",
  "DUK",
  "OPRA",
  null,
  "AOSL",
  null,
  "MCD",
  null,
  "QCOM",
  "SCCO",
  "BTO",
  "INGR",
  "AMAT",
  "META",
  "IVW",
  "IJH",
  "KMI",
  null,
  null,
  "MRVL",
  "SILA",
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "ENPH",
  "EQT",
  null,
  "NVS",
  "NU",
  "BX",
  "IJR",
  "PANW",
  "PYPL",
  "IVV",
  "AAPL",
  "NVDA",
  "ENB",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "MSTR",
  "REGN",
  null,
  null,
  null,
  null,
  "RIO",
  "RTX",
  null,
  "BP",
  "IBM",
  "UBER",
  null,
  null,
  "NEM",
  "SDGR",
  null,
  "VIG",
  "TSM",
  "FSK",
  "AON",
  "AMD",
  "SDY",
  "F",
  "DECK",
  "HIMX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PEG",
  "AMZN",
  "NIO",
  "VLO",
  "VEA",
  "V",
  "WMT",
  "ZETA",
  "UMC",
  "DTE",
  "ET",
  "JD",
  "TTD",
  "TRP",
  "DINO",
  null,
  "BRK-B",
  "BHP",
  "BMY",
  "CRNC",
  "CRUS",
  "CSCO",
  "CIVI",
  "CLX",
  "CL",
  "ED",
  "CTRA",
  "CRWD",
  "CVS",
  "CSX",
  "DVN",
  "IWB",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-21
Total Holdings: 157
Total Value: 196598647
Accession Number: 0001963839-25-000006
Form Type: 13F-HR
CIK: redwood-wealth-management-group
Manager Name: Redwood-Wealth-Management-Group

Data Enrichment

71% identified

111 identified46 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

157 positions • $196.6M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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55273G298

Shares:111.5K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$196.6M)

Broadcom Inc.

AVGO|11135F101

Shares:16.1K

Value:$2.7M

% of Portfolio:1.4% ($2.7M/$196.6M)

Alphabet Inc.

GOOGL|02079K305

Shares:16.0K

Value:$2.5M

% of Portfolio:1.3% ($2.5M/$196.6M)

544004401

Shares:321.8K

Value:$2.3M

% of Portfolio:1.2% ($2.3M/$196.6M)

921908604

Shares:58.9K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$196.6M)

ELI LILLY & Co

LLY|532457108

Shares:2.5K

Value:$2.1M

% of Portfolio:1.1% ($2.1M/$196.6M)

19766M857

Shares:59.6K

Value:$2.1M

% of Portfolio:1.0% ($2.1M/$196.6M)

54400C106

Shares:222.6K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$196.6M)

47103U852

Shares:41.9K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$196.6M)

78464A763

SDY|78464A763

Shares:13.9K

Value:$1.9M

% of Portfolio:1.0% ($1.9M/$196.6M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:22.0K

Value:$1.9M

% of Portfolio:0.9% ($1.9M/$196.6M)

921910501

Shares:16.0K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$196.6M)

464287507

IJH|464287507

Shares:27.8K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$196.6M)

315910679

Shares:49.9K

Value:$1.6M

% of Portfolio:0.8% ($1.6M/$196.6M)

921937686

Shares:19.3K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$196.6M)

464287804

IJR|464287804

Shares:14.8K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$196.6M)

921943858

VEA|921943858

Shares:29.6K

Value:$1.5M

% of Portfolio:0.8% ($1.5M/$196.6M)

Nu Holdings Ltd.

NU|G6683N103

Shares:143.3K

Value:$1.5M

% of Portfolio:0.7% ($1.5M/$196.6M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:31.1K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$196.6M)

Meta Platforms, Inc.

META|30303M102

Shares:2.4K

Value:$1.4M

% of Portfolio:0.7% ($1.4M/$196.6M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip55273G298)✕	111.5K	QoQ -0.76% (-857) YoY NEW(+111.5K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$196.6M)	QoQ +4.92% (-$126.4K) YoY NEW(+$2.7M)
Broadcom Inc.(AVGOcusip11135F101)	16.1K	QoQ +31.76% (-3.9K) YoY +869.66% (+14.4K)	All Managers (Combined)	$2.7M	1.4% ($2.7M/$196.6M)	QoQ -4.93% (-$139.7K) YoY +22.47% (+$494.0K)
Alphabet Inc.(GOOGLcusip02079K305)	16.0K	QoQ -2.69% (-445) YoY -4.60% (-775)	All Managers (Combined)	$2.5M	1.3% ($2.5M/$196.6M)	QoQ -20.58% (-$643.1K) YoY -2.26% (-$57.5K)
(cusip544004401)✕	321.8K	QoQ -1.11% (-3.6K) YoY NEW(+321.8K)	All Managers (Combined)	$2.3M	1.2% ($2.3M/$196.6M)	QoQ -1.95% (-$45.1K) YoY NEW(+$2.3M)
(cusip921908604)✕	58.9K	QoQ -1.83% (-1.1K) YoY NEW(+58.9K)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$196.6M)	QoQ -4.16% (-$90.4K) YoY NEW(+$2.1M)
ELI LILLY & Co(LLYcusip532457108)	2.5K	QoQ +5.21% (+124) YoY +29.28% (+567)	All Managers (Combined)	$2.1M	1.1% ($2.1M/$196.6M)	QoQ +12.60% (+$231.4K) YoY +37.23% (+$560.9K)
(cusip19766M857)✕	59.6K	QoQ -0.75% (-454) YoY NEW(+59.6K)	All Managers (Combined)	$2.1M	1.0% ($2.1M/$196.6M)	QoQ +1.54% (-$31.3K) YoY NEW(+$2.1M)
(cusip54400C106)✕	222.6K	QoQ +3.10% (+6.7K) YoY NEW(+222.6K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$196.6M)	QoQ +1.14% (+$22.0K) YoY NEW(+$1.9M)
(cusip47103U852)✕	41.9K	QoQ -0.91% (-389) YoY +21.20% (+7.3K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$196.6M)	QoQ +1.29% (-$24.3K) YoY +21.47% (+$335.1K)
(SDYcusip78464A763)	13.9K	QoQ -24.88% (-4.6K) YoY -40.28% (-9.3K)	All Managers (Combined)	$1.9M	1.0% ($1.9M/$196.6M)	QoQ -22.78% (-$554.7K) YoY -38.26% (-$1.2M)
Palantir Technologies Inc.(PLTRcusip69608A108)	22.0K	QoQ +2.92% (+625) YoY -22.37% (-6.3K)	All Managers (Combined)	$1.9M	0.9% ($1.9M/$196.6M)	QoQ +14.95% (+$241.1K) YoY +184.73% (-$1.2M)
(cusip921910501)✕	16.0K	QoQ -1.78% (-290) YoY NEW(+16.0K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$196.6M)	QoQ -0.76% (-$12.7K) YoY NEW(+$1.6M)
(IJHcusip464287507)	27.8K	QoQ -0.06% (-18) YoY -1.94% (-552)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$196.6M)	QoQ -6.34% (-$109.7K) YoY -5.80% (-$99.9K)
(cusip315910679)✕	49.9K	QoQ -1.88% (-957) YoY NEW(+49.9K)	All Managers (Combined)	$1.6M	0.8% ($1.6M/$196.6M)	QoQ +3.06% (-$47.9K) YoY NEW(+$1.6M)
(cusip921937686)✕	19.3K	QoQ -1.29% (-254) YoY NEW(+19.3K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$196.6M)	QoQ -6.97% (-$115.8K) YoY NEW(+$1.5M)
(IJRcusip464287804)	14.8K	QoQ -0.29% (-44) YoY -2.16% (-327)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$196.6M)	QoQ -9.45% (-$161.0K) YoY -7.43% (-$123.9K)
(VEAcusip921943858)	29.6K	QoQ -0.39% (-119) YoY -3.98% (-1.2K)	All Managers (Combined)	$1.5M	0.8% ($1.5M/$196.6M)	QoQ +5.86% (-$83.5K) YoY -2.72% (-$42.2K)
Nu Holdings Ltd.(NUcusipG6683N103)	143.3K	QoQ +154.84% (+87.1K) YoY NEW(+143.3K)	All Managers (Combined)	$1.5M	0.7% ($1.5M/$196.6M)	QoQ +152.13% (+$885.7K) YoY NEW(+$1.5M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	31.1K	QoQ -10.67% (-3.7K) YoY -17.48% (-6.6K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$196.6M)	QoQ +1.48% (-$20.6K) YoY -10.79% (-$170.5K)
Meta Platforms, Inc.(METAcusip30303M102)	2.4K	QoQ +7.42% (+167) YoY +114.66% (+1.3K)	All Managers (Combined)	$1.4M	0.7% ($1.4M/$196.6M)	QoQ +5.86% (+$77.1K) YoY +154.79% (+$845.6K)