Redwood Wealth Management Group, LLCStock Holdings
|
|
13F Holdings
$158.46 million
$ Current Holdings
120
# Current Holdings
4
# Positions Opened
36
# Positions Increased
21
# Positions Closed
Holdings $ value (long only)
# of positions
You need to login to see this data
Holding by sector
You need to login to see this data
Mar 2026 | Dec 2025 | Sep 2025 | Jun 2025 | Mar 2025 | Dec 2024 | Sep 2024 | Jun 2024 | |||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IYW | iShares U.S. Technology ETF | $16,761,260 | 120,255 | 120,255 | 126,503 | 123,251 | 116,451 | 96,780 | 97,540 | 99,373 | 102,177 | |
| BPTRX | Baron Partners Fund | $14,611,605 | 72,705 | 72,705 | 61,194 | 59,794 | 59,923 | 39,906 | 40,044 | 32,750 | 0 | |
| GOOG | Alphabet Inc. | $9,049,082 | 31,510 | 31,510 | 31,478 | 32,154 | 32,811 | 33,394 | 33,089 | 32,509 | 32,734 | |