Redwood Wealth Management Group, LLC Top Holdings and 13F Report (2024) → Next President (Not Trump. Not Biden.) (From The Freeport Society) (Ad) About Redwood Wealth Management Group, LLCInvestment ActivityRedwood Wealth Management Group, LLC has $94.36 million in total holdings as of March 31, 2024.Redwood Wealth Management Group, LLC owns shares of 111 different stocks, but just 56 companies or ETFs make up 80% of its holdings.Approximately 6.86% of the portfolio was purchased this quarter.About 9.44% of the portfolio was sold this quarter.This quarter, Redwood Wealth Management Group, LLC has purchased 143 new stocks and bought additional shares in 30 stocks.Redwood Wealth Management Group, LLC sold shares of 67 stocks and completely divested from 38 stocks this quarter.Largest Holdings Microsoft $4,629,567International Business Machines $3,814,160Apple $3,242,666SPDR S&P Dividend ETF $3,045,072iShares Core S&P 500 ETF $3,036,616 Largest New Holdings this Quarter Janus Henderson Mortgage-Backed Securities ETF $1,560,325 HoldingPayPal $317,935 HoldingValkyrie Bitcoin Miners ETF $285,480 HoldingPalo Alto Networks $283,846 HoldingJD.com $239,526 Holding Largest Purchases this Quarter Janus Henderson Mortgage-Backed Securities ETF 34,597 shares (about $1.56M)iShares Core S&P Mid-Cap ETF 22,665 shares (about $1.38M)iShares Russell 2000 ETF 4,862 shares (about $1.02M)Opera 21,700 shares (about $343.08K)PayPal 4,746 shares (about $317.94K) Largest Sales this Quarter CleanSpark 16,335 shares (about $346.47K)Advanced Micro Devices 1,783 shares (about $321.81K)Apple 1,607 shares (about $275.57K)Microsoft 530 shares (about $222.98K)Colgate-Palmolive 2,200 shares (about $198.11K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRedwood Wealth Management Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$4,629,567$222,980 ▼-4.6%11,0044.9%Computer and TechnologyIBMInternational Business Machines$3,814,160$97,579 ▼-2.5%19,9744.0%Computer and TechnologyAAPLApple$3,242,666$275,567 ▼-7.8%18,9103.4%Computer and TechnologySDYSPDR S&P Dividend ETF$3,045,072$154,078 ▼-4.8%23,2023.2%ETFIVViShares Core S&P 500 ETF$3,036,616$2,629 ▲0.1%5,7763.2%ETFIVWiShares S&P 500 Growth ETF$2,980,732$3,715 ▼-0.1%35,3003.2%ETFXOMExxon Mobil$2,739,196$12,321 ▲0.5%23,5652.9%Oils/EnergyGOOGLAlphabet$2,537,737$151,836 ▼-5.6%16,8142.7%Computer and TechnologyGOOGAlphabet$2,405,403$1,979 ▲0.1%15,7982.5%Computer and TechnologyNVDANVIDIA$2,328,537$136,441 ▼-5.5%2,5772.5%Computer and TechnologyAVGOBroadcom$2,197,793$68,930 ▼-3.0%1,6582.3%Computer and TechnologyETEnergy Transfer$2,096,667$66,066 ▼-3.1%133,2912.2%Oils/EnergyMRKMerck & Co., Inc.$1,972,038$75,081 ▼-3.7%14,9452.1%MedicalKMIKinder Morgan$1,955,932$95,772 ▼-4.7%106,6482.1%Oils/EnergySPLVInvesco S&P 500 Low Volatility ETF$1,945,788$111,649 ▼-5.4%29,5402.1%ETFIJHiShares Core S&P Mid-Cap ETF$1,719,975$1,376,672 ▲401.0%28,3171.8%ETFIJRiShares Core S&P Small-Cap ETF$1,666,310$1,547 ▼-0.1%15,0771.8%ETFVZVerizon Communications$1,579,143$79,429 ▼-4.8%37,6351.7%Computer and TechnologyJMBSJanus Henderson Mortgage-Backed Securities ETF$1,560,325$1,560,325 ▲New Holding34,5971.7%ETFVEAVanguard FTSE Developed Markets ETF$1,548,798$33,213 ▼-2.1%30,8711.6%ETFLLYEli Lilly and Company$1,506,176$80,910 ▲5.7%1,9361.6%MedicalIWMiShares Russell 2000 ETF$1,359,397$1,022,492 ▲303.5%6,4641.4%FinancePGProcter & Gamble$1,342,193$16,550 ▼-1.2%8,2721.4%Consumer StaplesAMDAdvanced Micro Devices$982,768$321,814 ▼-24.7%5,4451.0%Computer and TechnologyCATCaterpillar$980,567$125,686 ▼-11.4%2,6761.0%Industrial ProductsAONAON$967,7880.0%2,9001.0%FinanceAMZNAmazon.com$957,637$34,633 ▼-3.5%5,3091.0%Retail/WholesaleMCDMcDonald's$930,435$65,694 ▼-6.6%3,3001.0%Retail/WholesaleQCOMQUALCOMM$905,427$133,410 ▼-12.8%5,3481.0%Computer and TechnologyABBVAbbVie$882,936$34,596 ▼-3.8%4,8490.9%MedicalCSXCSX$804,9010.0%21,7130.9%TransportationBABAAlibaba Group$791,329$868 ▲0.1%10,9360.8%Retail/WholesaleUBERUber Technologies$765,204$69,291 ▼-8.3%9,9390.8%Computer and TechnologyRTXRTX$706,192$35,207 ▼-4.7%7,2410.7%AerospaceBMYBristol-Myers Squibb$691,497$6,670 ▲1.0%12,7510.7%MedicalVLOValero Energy$684,601$22,530 ▼-3.2%4,0110.7%Oils/EnergyAMGNAmgen$674,596$38,946 ▼-5.5%2,3730.7%MedicalPFEPfizer$651,027$61,523 ▲10.4%23,4600.7%MedicalPLTRPalantir Technologies$650,838$1,726 ▲0.3%28,2850.7%Business ServicesSCCOSouthern Copper$631,833$746 ▲0.1%5,9320.7%Basic MaterialsENBEnbridge$622,296$13,242 ▼-2.1%17,2000.7%Oils/EnergyJNJJohnson & Johnson$614,604$158 ▲0.0%3,8850.7%MedicalCLSKCleanSpark$603,318$346,465 ▼-36.5%28,4450.6%FinanceENPHEnphase Energy$596,552$2,420 ▲0.4%4,9310.6%Oils/EnergyMUMicron Technology$594,048$8,134 ▼-1.4%5,0390.6%Computer and TechnologyINGRIngredion$584,2500.0%5,0000.6%Consumer StaplesTTDTrade Desk$571,290$57,260 ▼-9.1%6,5350.6%Computer and TechnologyTRPTC Energy$565,252$13,266 ▼-2.3%14,0610.6%Oils/EnergyMETAMeta Platforms$546,285$12,625 ▲2.4%1,1250.6%Computer and TechnologyRIORio Tinto Group$539,525$2,359 ▲0.4%8,4640.6%Basic MaterialsEPDEnterprise Products Partners$539,420$82,988 ▼-13.3%18,4860.6%Oils/EnergyREGNRegeneron Pharmaceuticals$535,1440.0%5560.6%MedicalCSCOCisco Systems$529,812$118,690 ▼-18.3%10,6150.6%Computer and TechnologyCTRACoterra Energy$528,985$11,960 ▲2.3%18,9740.6%Oils/EnergyDINOHF Sinclair$517,139$30,608 ▼-5.6%8,5660.5%Oils/EnergyOPRAOpera$509,161$343,077 ▲206.6%32,2050.5%Computer and TechnologyAMATApplied Materials$491,340$8,251 ▲1.7%2,3820.5%Computer and TechnologyCVSCVS Health$483,354$21,376 ▼-4.2%6,0600.5%Retail/WholesaleFFord Motor$474,955$9,349 ▼-1.9%35,7650.5%Auto/Tires/TrucksETNEaton$472,459$21,888 ▼-4.4%1,5110.5%Industrial ProductsTSLATesla$466,547$2,461 ▼-0.5%2,6540.5%Auto/Tires/TrucksEQTEQT$435,710$5,931 ▲1.4%11,7540.5%Oils/EnergyBRK.BBerkshire Hathaway$435,659$4,205 ▲1.0%1,0360.5%FinanceFSKFS KKR Capital$422,381$12,815 ▼-2.9%22,1490.4%FinanceTAT&T$421,665$13,711 ▲3.4%23,9580.4%Computer and TechnologyGSThe Goldman Sachs Group$417,6900.0%1,0000.4%FinanceCAHCardinal Health$415,700$32,450 ▼-7.2%3,7150.4%MedicalQQQInvesco QQQ$410,767$90,591 ▼-18.1%9250.4%FinanceDTEDTE Energy$403,3680.0%3,5970.4%UtilitiesDISWalt Disney$400,855$22,147 ▼-5.2%3,2760.4%Consumer DiscretionaryFTSMFirst Trust Enhanced Short Maturity ETF$399,752$37,382 ▼-8.6%6,7050.4%ManufacturingDVNDevon Energy$397,001$116,712 ▲41.6%7,9120.4%Oils/EnergyIWBiShares Russell 1000 ETF$393,161$71,719 ▼-15.4%1,3650.4%ETFADBEAdobe$389,551$27,753 ▼-6.7%7720.4%Computer and TechnologyLMTLockheed Martin$385,970$1,364 ▼-0.4%8490.4%AerospaceBXBlackstone$381,630$3,941 ▼-1.0%2,9050.4%FinanceBIDUBaidu$379,219$155,815 ▲69.7%3,6020.4%Computer and TechnologyJPMJPMorgan Chase & Co.$377,714$4,807 ▼-1.3%1,8860.4%FinancePEGPublic Service Enterprise Group$375,346$169,410 ▼-31.1%5,6210.4%UtilitiesUMCUnited Microelectronics$374,721$33,857 ▼-8.3%46,3190.4%Computer and TechnologyWMTWalmart$369,806$248,984 ▲206.1%6,1460.4%Retail/WholesaleSDGRSchrödinger$366,606$11,664 ▼-3.1%13,5780.4%MedicalMRVLMarvell Technology$355,019$23,744 ▲7.2%5,0090.4%Business ServicesINDIindie Semiconductor$335,592$11,328 ▼-3.3%47,4000.4%Computer and TechnologyMRNAModerna$333,213$533 ▼-0.2%3,1270.4%MedicalSPHQInvesco S&P 500 Quality ETF$327,899$72,504 ▼-18.1%5,4270.3%ETFPYPLPayPal$317,935$317,935 ▲New Holding4,7460.3%Computer and TechnologyPSXPhillips 66$304,597$8,329 ▲2.8%1,8650.3%Oils/EnergyPMPhilip Morris International$302,554$6,231 ▼-2.0%3,3020.3%Consumer StaplesCRNCCerence$286,036$1,024 ▼-0.4%18,1610.3%Computer and TechnologyWGMIValkyrie Bitcoin Miners ETF$285,480$285,480 ▲New Holding15,6000.3%ETFPANWPalo Alto Networks$283,846$283,846 ▲New Holding9990.3%Computer and TechnologyRGNXREGENXBIO$281,495$6,321 ▼-2.2%13,3600.3%MedicalBPBP$280,929$1,206 ▼-0.4%7,4560.3%Oils/EnergyBHPBHP Group$267,349$8,654 ▲3.3%4,6340.3%Basic MaterialsTXTernium$261,956$4,162 ▼-1.6%6,2940.3%Basic MaterialsCLColgate-Palmolive$256,643$198,110 ▼-43.6%2,8500.3%Consumer StaplesAPAMArtisan Partners Asset Management$254,447$5,126 ▼-2.0%5,5590.3%FinanceBABoeing$253,396$4,825 ▼-1.9%1,3130.3%AerospaceVVisa$250,4820.0%8980.3%Business ServicesShowing largest 100 holdings. 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