• 13F History

Red Door Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 17, 2025
Value $
$653M
Signature - Title
John Phillips V - CIO/Founding Member
Location
Memphis, TN
Summary
This page shows a list of all the recent 13F filings made by Red Door Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Red Door Wealth Management, LLC reported 227 stock holdings with total value $653M as of Q4 2024. Top holdings included BRKB, AAPL, NVDA, SCHX, and MSFT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 227 $653M +$89M -$12.9M +$76.1M BRKB, AAPL, NVDA, SCHX, MSFT 13F-HR 1/17/2025, 04:29 PM
Q3 2024 217 $601M +$34.4M -$27.5M +$6.9M BRKB, AAPL, SCHX, NVDA, MSFT 13F-HR 10/16/2024, 11:43 AM
Q2 2024 197 $567M +$67.6M -$9.26M +$58.3M BRKB, NVDA, SCHX, AAPL, MSFT 13F-HR 7/17/2024, 04:59 PM
Q1 2024 194 $519M +$31.8M -$16M +$15.7M BRKB, SCHX, MSFT, NVDA, AAPL 13F-HR 4/17/2024, 04:52 PM
Q4 2023 198 $461M +$25.9M -$3.75M +$22.1M BRKB, SCHX, AAPL, MSFT, FDX 13F-HR 1/17/2024, 10:59 AM
Q3 2023 178 $400M +$12M -$24.4M -$12.4M BRKB, SCHX, AAPL, MSFT, FDX 13F-HR 10/19/2023, 04:00 PM
Q2 2023 220 $451M +$124M -$13.3M +$111M BRKB, AAPL, SCHX, MSFT, FDX 13F-HR 8/7/2023, 12:15 PM
Q1 2023 142 $319M +$13.9M -$8.06M +$5.85M SCHX, AAPL, PHYS, MSFT, SLYV 13F-HR 5/8/2023, 11:52 AM
Q4 2022 140 $305M +$23.6M -$4.37M +$19.2M SCHX, AAPL, PHYS, MSFT, SLYV 13F-HR 1/23/2023, 02:20 PM
Q3 2022 130 $264M +$20.2M -$967K +$19.3M SCHX, AAPL, MSFT, PHYS, AMZN 13F-HR 10/13/2022, 10:41 AM
Q2 2022 134 $270M +$27M -$1.34M +$25.7M SCHX, AAPL, MSFT, GOOG, AMZN 13F-HR 7/12/2022, 05:41 PM
Q1 2022 137 $298M +$43M -$7.01M +$36M SCHX, AAPL, MSFT, AMZN, GOOG 13F-HR 4/20/2022, 12:31 PM
Q4 2021 159 $304M +$22.3M -$3.3M +$19M SCHX, AAPL, MSFT, GOOG, AMZN 13F-HR 2/14/2022, 12:01 PM
Q3 2021 154 $261M +$26M -$19.6M +$6.48M SCHX, AAPL, MSFT, AMZN, GOOG 13F-HR 10/14/2021, 03:08 PM
Q2 2021 602 $257M +$54.9M -$7.37M +$47.5M SCHX, AAPL, MSFT, AMZN, GOOG 13F-HR 7/29/2021, 09:14 AM
Q1 2021 117 $196M +$22.6M -$4.47M +$18.2M SCHX, AAPL, GLD, AMZN, MSFT 13F-HR 4/27/2021, 11:55 AM
Q4 2020 107 $170M +$22.8M -$2.2M +$20.6M SCHX, GLD, AAPL, AMZN, MSFT 13F-HR 1/12/2021, 11:06 AM
Q3 2020 101 $136M +$10.3M -$1.93M +$8.38M SCHX, AAPL, AMZN, MSFT, FDX 13F-HR 10/14/2020, 11:22 AM
Q2 2020 416 $137M +$18.2M -$5.34M +$12.9M SCHX, AAPL, AMZN, MSFT, SCHB 13F-HR 7/7/2020, 09:03 AM
Q1 2020 391 $104M +$25.3M -$7.04M +$18.3M SCHX, AAPL, MSFT, SCHD, AMZN 13F-HR 4/20/2020, 10:58 AM
Q4 2019 102 $109M SCHX, AAPL, SCHD, JPM, MSFT 13F-HR 1/29/2020, 08:18 AM