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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

Redwood Wealth Management Group, LLC

Quarter ended Q1 2025 · Filed April 21, 2025 · Accession 0001963839-25-000006

Total Value
$196.6M
Positions
157
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (157)

#IssuerTicker / CUSIPSharesValue% of Filing
1SO-YOUNG INTL INC FUNSPONSORED ADR 0.769230769231 ORD SHS80851560526,139,213$26.1M13.30%
2SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS80851561313,947,250$13.9M7.09%
3INSTALLED BLDG PRODS INCINTR19,037$4.7M2.41%
4MOTOROLA SOLUTIONS INCMSFT12,092$4.5M2.31%
5GROWGENERATION CORP886364231216,007$3.9M2.00%
6APPLE INCAAPL17,346$3.9M1.96%
7BARON PARTNERS RETAIL06828M10820,768$3.6M1.84%
8HOLOGIC INCY36861105804,915$3.5M1.80%
9NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHSNVDA31,020$3.4M1.71%
10ENERGY TRANSFER L P LPET-PI179,917$3.3M1.70%
11SANDISK CORP8085156963,282,680$3.3M1.67%
12AMAZON.COM INCAMZN16,856$3.2M1.63%
13FEDERATED HERMES MDT MID CAP GROWTH ISFHI55,521$3.2M1.62%
14ISHARES RUSSELL 1000 ETF46428730933,808$3.1M1.60%
15ISHARES S&P 500 GROWTH ETF4642872005,528$3.1M1.58%
16XPEL INCXOM23,327$2.8M1.41%
17ISHARES RUSSELL MID CAP GROWTH ETF46428765513,746$2.7M1.39%
18FIDELITY ADVISOR GROWTH OPPS I31580788315,461$2.7M1.39%
19CARMAX INCEP-PC95,055$2.7M1.38%
20ALPHABET INC CLASS AGOOG17,355$2.7M1.38%
21MONDELEZ INTL INC CLASS A55273G298111,468$2.7M1.37%
22BROADCOM INCAVGO16,077$2.7M1.37%
23GOLD RESOURCE CORPGOOG16,039$2.5M1.26%
24LIBERTY BROADBAND CORP CLASS AIONQ-WT321,768$2.3M1.15%
25VANGUARD FTSE DEVELOPED MARKETS ETF92190860458,885$2.1M1.06%
26FRST TRT LOW DTN OPNTS ETF IVLLY2,503$2.1M1.05%
27COLUMBIA DIVIDEND INCOME INST219766M85759,642$2.1M1.04%
28LEIDOS HLDGS INC54400C106222,587$1.9M0.99%
29JOHNSON & JOHNSON47103U85241,935$1.9M0.96%
30SANDOZ GROUP AG FUNSPONSORED ADR 1 ADR REPS 1 ORD SHS78464A76313,856$1.9M0.96%
31PLUG PWR INCPLTR21,957$1.9M0.94%
32VANGUARD WINDSOR ADMIRAL92191050115,954$1.6M0.84%
33ISHARES S&P MID CAP 400 GRWTH ETF46428750727,765$1.6M0.82%
34FIDELITY ADVISOR INTL SMALL CAP I31591067949,898$1.6M0.82%
35VICTORY SYCAMORE SMALL COMPANY OPP I92193768619,315$1.5M0.79%
36ISHARES S&P SMLL CAP 600GRTH ETF46428780414,750$1.5M0.78%
37VANGUARD EQUITY-INCOME ADM92194385829,640$1.5M0.77%
38NUCOR CORPNU143,350$1.5M0.75%
39WABTECVZ31,055$1.4M0.72%
40MANULIFE FINL CORP FMETA2,415$1.4M0.71%
41GLOBAL INDL CODNOW57,158$1.4M0.69%
42AMG RENAISSANCE LARGE CAP GROWTH NMRK14,822$1.3M0.68%
43PROGRESSIVE CORP OH7427181097,581$1.3M0.66%
44TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHSTSLA4,721$1.2M0.62%
45ISHARES BIOTECHNOLOGY ETFKRO103,936$1.1M0.57%
46INVESCO S&P 500 EQUAL WEIGHT ETF92647Q68665,803$1.0M0.52%
47MORGAN STANLEYMRVL16,548$1.0M0.52%
48ABBVIE INCABBV4,673$979,0780.50%
49AON PLC FCLASS AAON2,317$924,6920.47%
50WHIRLPOOL CORP91917A20772,090$920,5890.47%
51MOODYS CORPMCD2,906$907,7470.46%
52RUMBLE INC CLASS ARTX6,776$897,5860.46%
53VOYAGER DIGITAL LTD F92191010513,922$892,9420.45%
54CATERPILLAR INCCAT2,644$871,9910.44%
55BRISTOL MYERS SQUIBB COCELG-RI13,951$850,8670.43%
56QUIDELORTHO CORPQCOM4,858$746,3090.38%
57VANGUARD WELLESLEY INCOME ADMIRAL92193520110,307$745,4020.38%
58ENBRIDGE INC FENNPF16,710$740,4200.38%
59VANGUARD INTERM-TERM INVESTMENT-GRDE ADM9229087101,426$738,2760.38%
60SUMITOMO MITSUI FINL G FUNSPONSORED ADR 1 ADR REPS 0.6 ORD SHSSMCI21,195$725,7170.37%
61AMGEN INCAMGN2,218$690,9000.35%
62BARON GLOBAL ADVANTAGE INSTITUTIONAL06828M83519,138$690,3180.35%
63TAKEDA PHARMACEUTICAL FSPONSORED ADR 1 ADR REPS 0.5 ORD SHST-PC24,053$680,2180.35%
64UNITY BIOTECHNOLOGY INCUBER9,305$677,9620.34%
65JPMORGAN CHASE & COJNJ4,084$677,2580.34%
66INMUNE BIO INCINGR5,000$676,0500.34%
67ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHSBBAAY4,975$657,8440.33%
68CSX CORPCSX21,713$639,0140.33%
69ZIM INTEGRATED SHIPPIN FZETA46,663$632,7500.32%
70VIRTUS INFRCP US PRERD STCK ETFPFE24,873$630,2760.32%
71LYONDELLBASELL INDUSTR FCLASS ALX61,355$619,0720.31%
72CISCO SYS INCCSCO9,973$615,4370.31%
73ENTERPRISE PRODS PART LP29379210717,855$609,5740.31%
74PAYPAL HLDGS INC92828N59320,457$609,2220.31%
75EQT CORPEQT11,371$607,5640.31%
76VIRTUS NEWFLEET MULTI-SECTOR S/T BD I72201F49055,780$596,8510.30%
77HIVE DIGITAL TECHNOLOG FHIMX79,660$585,5010.30%
78SELECT STR FINANCIAL SELECT SPDR ETF81369Y5066,218$581,0720.30%
79MURPHY USA INCMU6,434$559,0500.28%
80SCHWAB US DIVIDEND EQUITY ETFSCCO5,822$544,1440.28%
81T. ROWE PRICE VALUE ITRPRF11,406$538,4770.27%
82BNY MELLON GLOBAL FIXED INCOME - Y05588D76126,342$535,5330.27%
83WHEATON PRECIOUS METAL FWMT6,012$527,8270.27%
84LANVIN GROUP HLDGS LTD F54400N40983,430$527,2760.27%
85RIOT PLATFORMS INCRTNTF8,729$524,4090.27%
86L3HARRIS TECHNOLOGIES IN54391528412,203$523,7600.27%
87SOLVAY S A FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHSSLV16,650$515,9840.26%
88BERKSHIRE HATHAWAY CLASS BBRK-A965$513,9400.26%
89PHARMACYTE BIOTECH INC7181721093,222$511,4670.26%
90VANGUARD US GROWTH INVESTOR9219106003,076$511,1180.26%
91ADVANCED MICRO DEVICAMD4,950$508,5630.26%
92PIMCO INCOME INSTLBEKE47,410$507,7640.26%
93NUVEEN CREDIT STRATEGIESVYLD2,039$500,0830.25%
94PNC FINL SERVICESOM52,881$493,9100.25%
95EATON CORP PLC FETN1,761$478,6930.24%
96COTERRA ENERGY INCCTRA16,013$462,7820.24%
97FS KKR CAPITAL CORPFSK21,435$449,0630.23%
98PENN ENTMT INC7445731065,431$447,0010.23%
99OPTIMIZERX CORPOPRA27,915$444,9650.23%
100PARAMOUNT GLOBAL B MERGER ELECTION EXP: 04/03/25PANW2,583$440,7630.22%
101JENSEN QUALITY GROWTH IJDCMF10,386$427,0720.22%
102DECKERS OUTDOOR CORPDECK3,747$418,9520.21%
103LINCOLN NATL CORP INDLMT914$408,5100.21%
104ALPHA & OMEGA SEMICOND FAOSL16,079$399,7240.20%
105FORD MTR CO DEL34537086039,666$397,8450.20%
106INVESCO NASDAQ 100 ETFIVZ843$395,2880.20%
107ADOBE INCADBE996$381,9960.19%
108ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHSASMLF552$365,7720.19%
109BAIDU INC FSPONSORED ADR 1 ADR REPS 8 ORD SHSBAIDF3,967$365,0830.19%
110ISHARES MICRO CAP ETF4642876221,183$362,8730.18%
111LKQ CORPZDGE37,839$347,3610.18%
112BLACKSTONE INCBX2,455$343,1600.17%
113M & T BK CORPSTRK1,185$341,6000.17%
114VALMONT INDS INC92194630713,803$335,1440.17%
115DTE ENERGY CODTK2,367$327,2850.17%
116GE AEROSPACE92189F1067,100$326,3870.17%
117CIVITAS RES INC17888H1039,323$325,2650.17%
118FIRST TRST ENHNCD SHRT MRTY ETF IV33739Q4085,362$320,8620.16%
119ENPHASE ENERGY INCENPH5,099$316,3930.16%
120DEVON ENERGY CORP NEW25179M1038,269$309,2480.16%
121SPDR PORTFOLIO S&P 400 MID CAP ETFIVZ4,633$307,3530.16%
122REYNOLDS CONSUMER PRODSREGN483$306,3330.16%
123VALE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHSV862$301,9310.15%
124HANCOCK JOHN FINANCIAL OPPORTUNITIES FUND4097352068,829$301,1570.15%
125MAGNA INTL INC FHP50,658$299,3910.15%
126CROWDSTRIKE HLDGS INC CLASS ACRWD836$294,7570.15%
127DISNEY WALT CO2546871062,959$292,0690.15%
128UNICYCIVE THERAPEUTICS IUMC40,371$288,6530.15%
129VESTAS WIND SYS A/S FSPONSORED ADR 0.333333333333 ORD SHS92866260027,062$279,5500.14%
130SPDR S&P DIVIDEND ETFSDGR13,962$275,6100.14%
131ISHARES MSCI WORLD ETFSII8,353$270,9750.14%
132TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHS88339J1054,910$268,6750.14%
133RIVIAN AUTOMOTIVE INC CLASS ARIOT37,585$267,6050.14%
134COLGATE PALMOLIVE COCL2,855$267,5140.14%
135PYXIS ONCOLOGY INCPYPL4,071$265,6330.14%
136APPLIED MATLS INC0382221051,828$265,3440.13%
137BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHSBHPLF5,427$263,4380.13%
138TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSMA9,515$260,9990.13%
139NIDEC CORP FSPONSORED ADR 1 ADR REP 0.25 ORD SHSNIOIF65,991$251,4260.13%
140EATON VANCE EMERGING MARKETS LOCAL INC IETN77,500$249,5510.13%
141HF SINCLAIR CORPDINO7,441$244,6740.12%
142TWILIO INC CLASS AUEC13,594$243,1940.12%
143NAVITAS SEMICONDUCTOR CONVSEF2,143$238,9020.12%
144VIKING HLDGS LTD F9219088441,204$233,5760.12%
145SILO PHARMA INCSILA8,348$222,9750.11%
146NEOGENOMICS INCNEMCL4,618$222,9560.11%
147DUKE ENERGY CORP NEWDUKB1,808$220,5200.11%
148CLOROX COCLX1,497$220,4600.11%
149CVS HEALTH CORPCVS3,231$218,9020.11%
150CERENCE INCCRNC27,585$217,9220.11%
151NUVEEN FLOATING RATE INC46654Q2034,100$212,2980.11%
152ISHARES MSCI USA VALUE FACTOR ETFVLO1,585$209,3900.11%
153CIRRUS LOGIC INCCRUS2,094$208,6780.11%
154CONSOLIDATED EDISON INCED1,873$207,1350.11%
155BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD SHSBPPFF6,066$204,9830.10%
1562SEVENTY BIO INC8740391001,218$202,1880.10%
157NTNL GRID PLC ADR FSPONSORED ADR 1 ADR REPS 5 ORD SHSNFLX215$200,4940.10%