13F HOLDINGS REPORT
Rede Wealth, LLC
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0001842054-25-000001
Total Value
$261.0M
Positions
41
Other Managers
2
Confidential Omitted
No
Holdings (141)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 210 | $143.0M | 54.79% |
| 2 | APPLE INC | AAPL | 49,445 | $12.4M | 4.74% |
| 3 | ISHARES TR | 464287150 | 67,220 | $8.6M | 3.31% |
| 4 | ISHARES TR | 464287200 | 10,398 | $6.1M | 2.35% |
| 5 | AMAZON COM INC | AMZN | 25,583 | $5.6M | 2.15% |
| 6 | JOHNSON & JOHNSON | JNJ | 37,987 | $5.5M | 2.10% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 9,621 | $4.4M | 1.67% |
| 8 | NVIDIA CORPORATION | NVDA | 30,316 | $4.1M | 1.56% |
| 9 | MICROSOFT CORP | MSFT | 8,530 | $3.6M | 1.38% |
| 10 | SPDR S&P 500 ETF TR | SPY | 4,782 | $2.8M | 1.07% |
| 11 | SCHWAB STRATEGIC TR | 808524862 | 104,404 | $2.5M | 0.96% |
| 12 | VANGUARD MUN BD FDS | 922907746 | 48,853 | $2.4M | 0.94% |
| 13 | EXXON MOBIL CORP | XOM | 20,210 | $2.2M | 0.83% |
| 14 | SPDR SER TR | 78464A409 | 24,108 | $2.1M | 0.81% |
| 15 | COINBASE GLOBAL INC | COIN | 7,977 | $2.0M | 0.76% |
| 16 | VANGUARD MALVERN FDS | 922020805 | 37,350 | $1.8M | 0.69% |
| 17 | ISHARES TR | 46432F834 | 26,540 | $1.8M | 0.67% |
| 18 | UNITEDHEALTH GROUP INC | UNH | 3,320 | $1.7M | 0.64% |
| 19 | FRANKLIN TEMPLETON DIGITAL H | 354921108 | 29,607 | $1.6M | 0.61% |
| 20 | INVESCO EXCH TRADED FD TR II | IVZ | 7,579 | $1.6M | 0.61% |
| 21 | SPDR SER TR | 78468R606 | 56,571 | $1.3M | 0.51% |
| 22 | ISHARES TR | 464287226 | 13,315 | $1.3M | 0.49% |
| 23 | NETFLIX INC | NFLX | 1,318 | $1.2M | 0.45% |
| 24 | APPLIED MATLS INC | 038222105 | 7,165 | $1.2M | 0.45% |
| 25 | PROCTER AND GAMBLE CO | 742718109 | 6,589 | $1.1M | 0.42% |
| 26 | SCHWAB STRATEGIC TR | 808524607 | 41,832 | $1.1M | 0.41% |
| 27 | MCDONALDS CORP | MCD | 3,634 | $1.1M | 0.40% |
| 28 | ISHARES TR | 464288208 | 12,925 | $984,239 | 0.38% |
| 29 | ISHARES GOLD TR | IAU | 36,610 | $958,084 | 0.37% |
| 30 | SCHWAB STRATEGIC TR | 808524508 | 32,346 | $896,308 | 0.34% |
| 31 | ISHARES TR | 464288158 | 8,380 | $883,922 | 0.34% |
| 32 | SCHWAB STRATEGIC TR | 808524854 | 35,473 | $861,639 | 0.33% |
| 33 | ENTERPRISE PRODS PARTNERS L | 293792107 | 27,256 | $854,743 | 0.33% |
| 34 | JPMORGAN CHASE & CO. | VYLD | 3,409 | $817,088 | 0.31% |
| 35 | AUTOMATIC DATA PROCESSING IN | ADP | 2,728 | $798,615 | 0.31% |
| 36 | ABRDN ETFS | 003261203 | 25,423 | $796,503 | 0.31% |
| 37 | TESLA INC | TSLA | 1,952 | $788,296 | 0.30% |
| 38 | ISHARES TR | 464287721 | 4,868 | $776,543 | 0.30% |
| 39 | VISA INC | V | 2,356 | $744,601 | 0.29% |
| 40 | ISHARES TR | 464288570 | 6,734 | $742,424 | 0.28% |
| 41 | SCHWAB STRATEGIC TR | 808524201 | 31,782 | $736,707 | 0.28% |
| 42 | BLACKROCK INC | BLK | 692 | $709,552 | 0.27% |
| 43 | VERIZON COMMUNICATIONS INC | VZ | 17,202 | $687,908 | 0.26% |
| 44 | AON PLC | AON | 1,898 | $681,686 | 0.26% |
| 45 | VANGUARD INDEX FDS | 922908744 | 3,883 | $657,392 | 0.25% |
| 46 | INVESCO EXCH TRADED FD TR II | IVZ | 9,049 | $633,430 | 0.24% |
| 47 | MASTERCARD INCORPORATED | MA | 1,154 | $607,643 | 0.23% |
| 48 | NORFOLK SOUTHN CORP | 655844108 | 2,550 | $598,586 | 0.23% |
| 49 | SHOPIFY INC | SHOP | 5,312 | $564,825 | 0.22% |
| 50 | SPDR SER TR | 78464A284 | 20,733 | $530,350 | 0.20% |
| 51 | AT&T INC | T-PC | 23,020 | $524,169 | 0.20% |
| 52 | NUSHARES ETF TR | NU | 6,002 | $515,212 | 0.20% |
| 53 | SPDR INDEX SHS FDS | 78463X509 | 13,324 | $511,242 | 0.20% |
| 54 | VANGUARD INDEX FDS | 922908751 | 2,127 | $511,076 | 0.20% |
| 55 | GRAYSCALE ETHEREUM MINI TR E | 38964R203 | 16,179 | $509,477 | 0.20% |
| 56 | ISHARES TR | 46435G326 | 7,565 | $487,716 | 0.19% |
| 57 | CHUBB LIMITED | CB | 1,723 | $476,065 | 0.18% |
| 58 | CSX CORP | CSX | 14,155 | $456,789 | 0.18% |
| 59 | STARBUCKS CORP | SBUX | 4,751 | $433,488 | 0.17% |
| 60 | TRUIST FINL CORP | 89832Q109 | 9,282 | $402,636 | 0.15% |
| 61 | ONEOK INC NEW | OKE | 4,002 | $401,801 | 0.15% |
| 62 | FRANKLIN TEMPLETON ETF TR | FGDL | 10,441 | $395,714 | 0.15% |
| 63 | UNION PAC CORP | UNP | 1,703 | $388,352 | 0.15% |
| 64 | RTX CORPORATION | RTX | 3,269 | $378,289 | 0.14% |
| 65 | ISHARES TR | 464288588 | 4,066 | $372,771 | 0.14% |
| 66 | SPDR SER TR | 78468R663 | 4,056 | $370,840 | 0.14% |
| 67 | SPDR SER TR | 78464A672 | 13,133 | $366,148 | 0.14% |
| 68 | ISHARES TR | 464288661 | 3,122 | $360,747 | 0.14% |
| 69 | PLAINS ALL AMERN PIPELINE L | 726503105 | 20,768 | $354,710 | 0.14% |
| 70 | SCHWAB STRATEGIC TR | 808524805 | 18,354 | $339,549 | 0.13% |
| 71 | CHEVRON CORP NEW | CVX | 2,333 | $337,937 | 0.13% |
| 72 | COCA COLA CO | KO | 5,407 | $336,640 | 0.13% |
| 73 | EATON CORP PLC | ETN | 996 | $330,543 | 0.13% |
| 74 | ASML HOLDING N V | ASMLF | 444 | $307,728 | 0.12% |
| 75 | DISNEY WALT CO | 254687106 | 2,758 | $307,138 | 0.12% |
| 76 | MONDELEZ INTL INC | 609207105 | 5,033 | $300,649 | 0.12% |
| 77 | 3M CO | MMM | 2,305 | $297,492 | 0.11% |
| 78 | CATERPILLAR INC | CAT | 811 | $294,239 | 0.11% |
| 79 | NUSHARES ETF TR | NU | 7,453 | $293,425 | 0.11% |
| 80 | ISHARES TR | 464288661 | 2,536 | $293,035 | 0.11% |
| 81 | ISHARES TR | 46435G425 | 2,261 | $291,262 | 0.11% |
| 82 | ABBVIE INC | ABBV | 1,635 | $290,508 | 0.11% |
| 83 | ISHARES TR | 464288646 | 5,551 | $286,987 | 0.11% |
| 84 | ISHARES TR | 464288307 | 3,786 | $285,957 | 0.11% |
| 85 | ISHARES TR | 46432F859 | 5,986 | $285,951 | 0.11% |
| 86 | INVESCO EXCH TRADED FD TR II | IVZ | 12,082 | $285,256 | 0.11% |
| 87 | CISCO SYS INC | CSCO | 4,808 | $284,626 | 0.11% |
| 88 | CORNING INC | GLW | 5,971 | $283,742 | 0.11% |
| 89 | FEDEX CORP | FDX | 1,006 | $283,076 | 0.11% |
| 90 | INVESCO QQQ TR | IVZ | 549 | $280,665 | 0.11% |
| 91 | ISHARES TR | 46432F396 | 1,344 | $278,100 | 0.11% |
| 92 | SPDR S&P 500 ETF TR | SPY | 467 | $273,699 | 0.10% |
| 93 | ALPHABET INC | GOOG | 1,442 | $272,971 | 0.10% |
| 94 | FIRST TR NAS100 EQ WEIGHTED | 337344105 | 2,169 | $271,038 | 0.10% |
| 95 | VANGUARD CHARLOTTE FDS | 92203J407 | 5,445 | $267,077 | 0.10% |
| 96 | ISHARES TR | 46435G516 | 3,286 | $250,196 | 0.10% |
| 97 | FIRST TR EXCHANGE-TRADED FD | 33739Q200 | 5,034 | $245,005 | 0.09% |
| 98 | SPDR SER TR | 78468R663 | 2,496 | $228,209 | 0.09% |
| 99 | ISHARES TR | 464288588 | 2,462 | $225,716 | 0.09% |
| 100 | HEXCEL CORP NEW | 428291108 | 3,397 | $213,000 | 0.08% |
| 101 | SELECT SECTOR SPDR TR | 81369Y308 | 2,546 | $200,141 | 0.08% |
| 102 | INVESCO EXCH TRADED FD TR II | IVZ | 4,061 | $196,146 | 0.08% |
| 103 | ISHARES TR | 464288646 | 3,720 | $192,324 | 0.07% |
| 104 | ISHARES TR | 464287440 | 1,932 | $178,613 | 0.07% |
| 105 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,099 | $163,762 | 0.06% |
| 106 | ISHARES TR | 464287440 | 1,484 | $137,196 | 0.05% |
| 107 | ISHARES TR | 464288638 | 2,559 | $131,814 | 0.05% |
| 108 | ISHARES TR | 464288638 | 2,435 | $125,427 | 0.05% |
| 109 | ISHARES TR | 464287432 | 1,424 | $124,358 | 0.05% |
| 110 | INVESCO EXCH TRADED FD TR II | IVZ | 2,560 | $123,648 | 0.05% |
| 111 | ISHARES TR | 464287432 | 1,042 | $90,998 | 0.03% |
| 112 | NVIDIA CORPORATION | NVDA | 456 | $61,236 | 0.02% |
| 113 | APPLE INC | AAPL | 225 | $56,345 | 0.02% |
| 114 | CISCO SYS INC | CSCO | 867 | $51,326 | 0.02% |
| 115 | CHUBB LIMITED | CB | 177 | $48,905 | 0.02% |
| 116 | ALPHABET INC | GOOG | 251 | $47,514 | 0.02% |
| 117 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 309 | $46,044 | 0.02% |
| 118 | ABBVIE INC | ABBV | 254 | $45,136 | 0.02% |
| 119 | EXXON MOBIL CORP | XOM | 410 | $44,104 | 0.02% |
| 120 | AMAZON COM INC | AMZN | 195 | $42,781 | 0.02% |
| 121 | NVIDIA CORPORATION | NVDA | 300 | $40,287 | 0.02% |
| 122 | JOHNSON & JOHNSON | JNJ | 271 | $39,192 | 0.02% |
| 123 | RTX CORPORATION | RTX | 337 | $38,998 | 0.01% |
| 124 | AUTOMATIC DATA PROCESSING IN | ADP | 133 | $38,933 | 0.01% |
| 125 | JPMORGAN CHASE & CO. | VYLD | 153 | $36,676 | 0.01% |
| 126 | MONDELEZ INTL INC | 609207105 | 611 | $36,495 | 0.01% |
| 127 | PROCTER AND GAMBLE CO | 742718109 | 215 | $36,045 | 0.01% |
| 128 | ASML HOLDING N V | ASMLF | 51 | $35,347 | 0.01% |
| 129 | MICROSOFT CORP | MSFT | 83 | $34,985 | 0.01% |
| 130 | MASTERCARD INCORPORATED | MA | 65 | $34,227 | 0.01% |
| 131 | CATERPILLAR INC | CAT | 73 | $26,481 | 0.01% |
| 132 | CISCO SYS INC | CSCO | 400 | $23,680 | 0.01% |
| 133 | UNITEDHEALTH GROUP INC | UNH | 46 | $23,270 | 0.01% |
| 134 | RTX CORPORATION | RTX | 200 | $23,144 | 0.01% |
| 135 | DISNEY WALT CO | 254687106 | 200 | $22,270 | 0.01% |
| 136 | EXXON MOBIL CORP | XOM | 200 | $21,514 | 0.01% |
| 137 | COCA COLA CO | KO | 300 | $18,678 | 0.01% |
| 138 | STARBUCKS CORP | SBUX | 200 | $18,250 | 0.01% |
| 139 | MONDELEZ INTL INC | 609207105 | 300 | $17,919 | 0.01% |
| 140 | APPLIED MATLS INC | 038222105 | 100 | $16,263 | 0.01% |
| 141 | VERIZON COMMUNICATIONS INC | VZ | 300 | $11,997 | 0.00% |