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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Red Door Wealth Management, LLC

Quarter ended Q1 2024 · Filed April 17, 2024 · Accession 0001172661-24-001878

Total Value
$519.0M
Positions
195
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (195)

#IssuerTicker / CUSIPSharesValue% of Filing
1BERKSHIRE HATHAWAY INC DELBRK-A74,868$31.5M6.07%
2SCHWAB STRATEGIC TR808524201406,142$25.2M4.86%
3MICROSOFT CORPMSFT49,742$20.9M4.03%
4NVIDIA CORPORATIONNVDA22,734$20.5M3.96%
5APPLE INCAAPL109,871$18.8M3.63%
6FEDEX CORPFDX53,073$15.4M2.96%
7AMAZON COM INCAMZN84,103$15.2M2.92%
8ALPHABET INCGOOG84,070$12.8M2.47%
9JPMORGAN CHASE & COVYLD59,205$11.9M2.29%
10AUTOZONE INCAZO3,488$11.0M2.12%
11MID-AMER APT CMNTYS INC59522J10376,814$10.1M1.95%
12CHEVRON CORP NEWCVX59,788$9.4M1.82%
13COSTCO WHSL CORP NEW22160K10512,089$8.9M1.71%
14ISHARES TR46428720016,835$8.9M1.71%
15MERCK & CO INCMRK64,807$8.6M1.65%
16TRANSDIGM GROUP INCTDG6,757$8.3M1.60%
17VISA INCV29,048$8.1M1.56%
18HOME DEPOT INCHD20,791$8.0M1.54%
19LENNAR CORPLEN-B49,009$7.6M1.46%
20JOHNSON & JOHNSONJNJ47,322$7.5M1.44%
21UNITEDHEALTH GROUP INCUNH15,079$7.5M1.44%
22PROCTER AND GAMBLE CO74271810945,822$7.4M1.43%
23AMGEN INCAMGN25,029$7.1M1.37%
24WALMART INCWMT117,348$7.1M1.36%
25SPDR SER TR78464A30082,365$6.8M1.32%
26HCA HEALTHCARE INCHCA19,868$6.6M1.28%
27QUALCOMM INCQCOM38,207$6.5M1.25%
28CISCO SYS INCCSCO119,644$6.0M1.15%
29BANK AMERICA CORP060505104153,073$5.8M1.12%
30SCHWAB STRATEGIC TR80852479770,691$5.7M1.10%
31WASTE MGMT INC DEL94106L10926,581$5.7M1.09%
32ARHAUS INCARHS345,000$5.3M1.02%
33PEPSICO INCPEP28,275$4.9M0.95%
34SCHWAB STRATEGIC TR80852410281,020$4.9M0.95%
35INTEL CORPINTC111,514$4.9M0.95%
36SERVICENOW INCNOW6,410$4.9M0.94%
37SALESFORCE INCCRM15,604$4.7M0.91%
38ADOBE INCADBE9,292$4.7M0.90%
39HONEYWELL INTL INC43851610622,752$4.7M0.90%
40UNITED PARCEL SERVICE INCUPS28,712$4.3M0.82%
41PFIZER INCPFE144,804$4.0M0.77%
42LOCKHEED MARTIN CORPLMT8,615$3.9M0.76%
43SPDR GOLD TRGLD18,914$3.9M0.75%
44PROLOGIS INC.PLDGP29,850$3.9M0.75%
45ROPER TECHNOLOGIES INCROP6,834$3.8M0.74%
46VERIZON COMMUNICATIONS INCVZ89,402$3.8M0.72%
47DARLING INGREDIENTS INCDAR78,972$3.7M0.71%
48DUKE ENERGY CORP NEWDUKB34,360$3.3M0.64%
49AMERICAN TOWER CORP NEW03027X10014,239$2.8M0.54%
50VANGUARD INDEX FDS92290876910,738$2.8M0.54%
51DIMENSIONAL ETF TRUST25434V40147,654$2.7M0.52%
52EXXON MOBIL CORPXOM22,285$2.6M0.50%
53BLACKSTONE INCBX18,900$2.5M0.48%
54PAYPAL HLDGS INCPYPL36,649$2.5M0.47%
55ALPHABET INCGOOG16,241$2.5M0.47%
56SCHWAB STRATEGIC TR80852450828,151$2.3M0.44%
57INVESCO EXCHANGE TRADED FD TIVZ12,469$2.1M0.41%
58SPROTT PHYSICAL GOLD TRSII114,862$2.0M0.38%
59SCHWAB STRATEGIC TR80852478928,889$1.9M0.37%
60ABBVIE INCABBV10,284$1.9M0.36%
61META PLATFORMS INCMETA3,755$1.8M0.35%
62VANGUARD ADMIRAL FDS INC92193277820,301$1.8M0.35%
63NETFLIX INCNFLX2,826$1.7M0.33%
64PHILIP MORRIS INTL INC71817210918,674$1.7M0.33%
65SPDR S&P 500 ETF TRSPY3,122$1.6M0.31%
66TRUMP MEDIA & TECHNOLOGY GRODJTWW25,179$1.6M0.30%
67INVESCO QQQ TRIVZ3,445$1.5M0.29%
68ENTERPRISE PRODS PARTNERS L29379210749,989$1.5M0.28%
69ELI LILLY & COLLY1,827$1.4M0.27%
70VANGUARD WHITEHALL FDS92194640611,345$1.4M0.26%
71ISHARES TR46429B66312,000$1.3M0.25%
72THE CIGNA GROUP1255231003,435$1.2M0.24%
73VANGUARD INDEX FDS9229083632,485$1.2M0.23%
74ONEOK INC NEWOKE13,736$1.1M0.21%
75OREILLY AUTOMOTIVE INC67103H107926$1.0M0.20%
76ISHARES GOLD TRIAU24,698$1.0M0.20%
77LOWES COS INC5486611074,067$1.0M0.20%
78KKR & CO INCKKRT10,167$1.0M0.20%
79SOUTHERN COSOMN13,801$990,0840.19%
80AMERICAN EXPRESS COAXP4,299$978,8390.19%
81APOLLO GLOBAL MGMT INC03769M1068,617$968,9820.19%
82MARSH & MCLENNAN COS INC5717481024,538$934,7370.18%
83MCDONALDS CORPMCD3,294$928,8360.18%
84SERVISFIRST BANCSHARES INCSFBS13,864$920,0150.18%
85VANGUARD INTL EQUITY INDEX F92204285820,721$865,5300.17%
86LAM RESEARCH CORPLRCX880$854,7490.16%
87INTERNATIONAL BUSINESS MACHSINTR4,412$842,5460.16%
88VANGUARD STAR FDS92190976813,802$832,2610.16%
89NUCOR CORPNUE4,042$799,9120.15%
90REGIONS FINANCIAL CORP NEWRF-PF37,671$792,5980.15%
91SCHWAB STRATEGIC TR80852480520,203$788,3150.15%
92ABBOTT LABSABLZF6,886$782,6400.15%
93SCHWAB STRATEGIC TR80852440910,177$773,2390.15%
94RTX CORPORATIONRTX7,904$770,8610.15%
95VANGUARD INDEX FDS9229086373,193$765,6650.15%
96GENERAL DYNAMICS CORPGD2,605$736,0150.14%
97TAIWAN SEMICONDUCTOR MFG LTD8740391004,980$677,5290.13%
98ALTRIA GROUP INCMO15,490$675,6610.13%
99SELECT SECTOR SPDR TR81369Y8033,147$655,4260.13%
100CATERPILLAR INCCAT1,751$641,6700.12%
101ORACLE CORPORCL-PD5,087$638,9780.12%
102MGIC INVT CORP WIS55284810328,000$626,0800.12%
103INVESCO EXCH TRADED FD TR IIIVZ9,199$605,9380.12%
104AT&T INCT-PC34,314$603,9310.12%
105VANGUARD INDEX FDS9229087443,675$598,5110.12%
106COMCAST CORP NEWCCZ13,417$581,6350.11%
107SPDR SER TR78468R6636,268$575,4200.11%
108COCA COLA COKO8,937$546,7490.11%
109CONOCOPHILLIPSCOP4,218$536,9280.10%
110VALERO ENERGY CORPVLO3,081$525,8960.10%
111BRISTOL-MYERS SQUIBB COCELG-RI9,451$512,5430.10%
112FISERV INCFISV3,179$508,0680.10%
113UNILEVER PLCUNLYF9,864$495,0740.10%
114SCHWAB STRATEGIC TR8085247229,745$493,7770.10%
115PROGRESSIVE CORP7433151032,379$492,0250.09%
116GILEAD SCIENCES INCGILD6,687$489,8210.09%
117BROADCOM INCAVGO367$486,4250.09%
118SPDR S&P MIDCAP 400 ETF TRMDY869$483,5120.09%
119MARTIN MARIETTA MATLS INC573284106780$478,8730.09%
120PRUDENTIAL FINL INCPUKPF4,027$472,7700.09%
121SCHWAB STRATEGIC TR8085246079,240$454,9720.09%
122VANGUARD INDEX FDS9229086291,789$446,9230.09%
123EMERSON ELEC COEMR3,925$445,1740.09%
124INVESCO QQQ TRIVZ1,000$444,0100.09%
125FARMLAND PARTNERS INCFPI39,977$443,7450.09%
126GOLDMAN SACHS GROUP INCGSCE1,057$441,6940.09%
127STARBUCKS CORPSBUX4,804$439,0500.08%
128NOVO-NORDISK A SNONOF3,396$436,0460.08%
129ISHARES TR4642875982,430$435,2370.08%
130ISHARES TR46432F8425,754$427,0620.08%
131SCHWAB STRATEGIC TR8085247637,462$425,5460.08%
132STARWOOD PPTY TR INCSTHO20,509$416,9390.08%
133TESLA INCTSLA2,352$413,4940.08%
1343M COMMM3,861$409,5360.08%
135VANGUARD INDEX FDS9229087361,164$400,7620.08%
136SPDR DOW JONES INDL AVERAGE78467X109972$386,7710.07%
137WELLS FARGO CO NEW9497461016,635$384,5650.07%
138MONDELEZ INTL INC6092071055,390$377,2870.07%
139EATON CORP PLCETN1,205$376,7790.07%
140LINDE PLCLIN809$375,6350.07%
141ACCENTURE PLC IRELANDACN1,058$366,7130.07%
142NORFOLK SOUTHN CORP6558441081,425$363,1900.07%
143ENSTAR GROUP LIMITEDG3075P1011,150$357,3740.07%
144FIRST HORIZON CORPORATIONFHN-PH23,165$356,7450.07%
145BECTON DICKINSON & COBDX1,437$355,5860.07%
146FIRST TR EXCHANGE-TRADED FD33738R5066,305$354,1520.07%
147CVS HEALTH CORPCVS4,433$353,6110.07%
148GENERAL ELECTRIC CO3696043012,008$352,4640.07%
149VANGUARD INTL EQUITY INDEX F9220427182,986$348,9240.07%
150TEXAS INSTRS INC8825081041,995$347,5490.07%
151MEDTRONIC PLCMDT3,826$333,4360.06%
152ISHARES TR4642875075,413$328,7760.06%
153PHILLIPS 66PSX1,995$325,8630.06%
154ISHARES TR4642877625,235$324,0470.06%
155VANGUARD INTL EQUITY INDEX F9220427755,498$322,4360.06%
156SHELL PLCRYDAF4,807$322,2610.06%
157ISHARES TR4642875493,562$306,9610.06%
158STRYKER CORPORATIONSYK856$306,3370.06%
159MASTERCARD INCORPORATEDMA633$304,7220.06%
160BLACKROCK INCBLK363$302,6330.06%
161VANGUARD WORLD FD92204A5041,114$301,3240.06%
162TRIUMPH FINANCIAL INCTFIN-P3,725$295,4670.06%
163DOW INCDOW5,015$290,5000.06%
164STANLEY BLACK & DECKER INCSWK2,773$271,5600.05%
165EVEREST GROUP LTDEG669$265,9280.05%
166WESTROCK COFFEE COWEST25,000$258,2500.05%
167S&P GLOBAL INCSPGI605$257,3970.05%
168VANGUARD INDEX FDS922908595968$252,2570.05%
169CUMMINS INCCMI849$250,1580.05%
170MARATHON PETE CORPMARA1,228$247,3940.05%
171FIDELITY COVINGTON TRUST3160928081,581$246,3720.05%
172VANGUARD INTL EQUITY INDEX F9220427422,206$243,7630.05%
173NORTHROP GRUMMAN CORPNOC498$238,3730.05%
174KURA SUSHI USA INCKRUS2,055$236,6540.05%
175SPDR SER TR78464A7631,789$234,8070.05%
176LIBERTY BROADBAND CORPLBRDP4,071$232,9830.04%
177WILLIS TOWERS WATSON PLC LTDWTW846$232,6500.04%
178SYSCO CORPSYY2,786$226,1670.04%
179AIR PRODS & CHEMS INCAIIR922$223,3730.04%
180SCHWAB CHARLES CORPSCHW-PJ3,074$222,3730.04%
181DISNEY WALT CO2546871061,816$222,2380.04%
182PULTE GROUP INC7458671011,816$219,0460.04%
183SCHWAB STRATEGIC TR8085243002,276$211,0530.04%
184BOOKING HOLDINGS INCBKNG58$210,4170.04%
185AVERY DENNISON CORPAVY928$207,1760.04%
186NEWMARKET CORPNEU326$206,8860.04%
187TRACTOR SUPPLY COTSCO788$206,2350.04%
188ADVANCED MICRO DEVICES INCAMD1,123$202,6900.04%
189SPDR SER TR78464A8053,120$200,1400.04%
190HANESBRANDS INC41034510222,654$131,3930.03%
191UNITED HOMES GROUP INCUHGWW13,076$91,4010.02%
192COMMUNITY HEALTH SYS INC NEW20366810826,060$91,2100.02%
193RUMBLE INCRUMBW10,460$84,5170.02%
194REKOR SYSTEMS INCREKR24,000$54,9600.01%
195A2Z SMART TECHNOLOGIES CORP00249W10030,000$17,4960.00%