• 13F History

Rede Wealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 28, 2025
Value $
$261M
Signature - Title
Jean Carlin - CCO
Location
Charlottesville, VA
Summary
This page shows a list of all the recent 13F filings made by Rede Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Rede Wealth, LLC reported 102 stock holdings with total value $261M as of Q4 2024. Top holdings included BRKA, AAPL, ITOT, IVV, and AMZN.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 102 $261M +$7.87M -$4.75M +$3.12M BRKA, AAPL, ITOT, IVV, AMZN 13F-HR 1/28/2025, 03:55 PM
Q3 2024 104 $261M +$150M -$3.08M +$147M BRKA, AAPL, ITOT, JNJ, IVV 13F-HR 10/18/2024, 01:48 PM
Q2 2024 96 $109M +$11M -$141M -$130M AAPL, ITOT, IVV, JNJ, AMZN 13F-HR 8/2/2024, 06:37 PM
Q1 2024 95 $239M +$7.53M -$6.13M +$1.4M BRKA, AAPL, ITOT, JNJ, IVV 13F-HR 5/3/2024, 11:16 AM
Q4 2023 90 $211M +$15.3M -$13.9M +$1.35M BRKA, AAPL, JNJ, ITOT, IVV 13F-HR 1/17/2024, 10:24 AM
Q3 2023 100 $199M +$1.32M -$11.8M -$10.4M BRKA, AAPL, JNJ, VTEB, IVV 13F-HR 11/8/2023, 12:21 PM
Q2 2023 98 $211M +$4.16M -$2.19M +$1.97M BRKA, AAPL, JNJ, VTEB, IVV 13F-HR 8/7/2023, 11:37 AM
Q1 2023 91 $192M +$5.66M -$1.91M +$3.75M BRKA, AAPL, JNJ, VTEB, SPTI 13F-HR 4/26/2023, 11:57 AM
Q4 2022 86 $185M +$8.28M -$5.17M +$3.1M BRKA, JNJ, AAPL, VTEB, SPTI 13F-HR 1/17/2023, 12:30 PM
Q3 2022 89 $168M +$6.01M -$2.37M +$3.65M BRKA, AAPL, JNJ, VTEB, SPTI 13F-HR 10/17/2022, 04:14 PM
Q2 2022 99 $172M +$19M -$10.6M +$8.42M BRKA, JNJ, AAPL, VTEB, SPY 13F-HR 7/21/2022, 02:32 PM
Q1 2022 105 $213M +$4.39M -$1.8M +$2.59M BRKA, AAPL, JNJ, AMZN, SPY 13F-HR 4/18/2022, 04:14 PM
Q4 2021 106 $198M +$1.69M -$4.42M -$2.73M BRKA, AAPL, JNJ, SPY, AMZN 13F-HR 2/7/2022, 08:17 AM
Q3 2021 109 $188M +$6.21M -$2.97M +$3.24M BRKA, AAPL, JNJ, LMBS, SPY 13F-HR 10/8/2021, 02:17 PM
Q2 2021 108 $187M +$15.4M -$1.31M +$14.1M BRKA, AAPL, JNJ, LMBS, SPY 13F-HR 7/22/2021, 03:45 PM
Q1 2021 101 $164M +$7.98M -$1.15M +$6.83M BRKA, JNJ, AAPL, LMBS, SPY 13F-HR 5/12/2021, 02:02 PM
Q4 2020 90 $146M BRKA, AAPL, JNJ, LMBS, AMZN 13F-HR 2/12/2021, 04:54 PM