• 13F History

Redwood Wealth Management Group, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$197M
Signature - Title
Samuel Bridgers, III - Managing Partner
Location
Moorestown, NJ
Summary
This page shows a list of all the recent 13F filings made by Redwood Wealth Management Group, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Redwood Wealth Management Group, LLC reported 157 stock holdings with total value $197M as of Q1 2025. Top holdings included IBM, MSFT, GRNY, AAPL, and NVDA.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 157 $197M +$15.8M -$17.7M -$1.9M IBM, MSFT, GRNY, AAPL, NVDA 13F-HR 4/21/2025, 12:37 PM
Q4 2024 159 $205M +$11.2M -$9.18M +$1.98M MSFT, AAPL, IBM, NVDA, ET 13F-HR 1/27/2025, 08:59 AM
Q3 2024 156 $202M +$97.5M -$30.7M +$66.8M MSFT, IBM, AAPL, IVW, IVV 13F-HR 11/13/2024, 02:25 PM
Q2 2024 1,195 $133M +$40.4M -$2.01M +$38.4M MSFT, AAPL, IBM, IVW, IVV 13F-HR 8/9/2024, 10:58 AM
Q1 2024 111 $94.4M +$6.47M -$8.91M -$2.44M MSFT, IBM, AAPL, SDY, IVV 13F-HR 5/7/2024, 03:31 PM
Q4 2023 143 $90.2M +$2.65M -$5.22M -$2.56M MSFT, AAPL, IBM, SDY, IVV 13F-HR 1/25/2024, 02:01 PM
Q3 2023 144 $85.5M +$1.44M -$1.25M +$185K MSFT, AAPL, SDY, IBM, XOM 13F-HR 10/18/2023, 01:35 PM
Q2 2023 150 $90.2M +$3.46M -$1.52M +$1.94M AAPL, MSFT, SDY, IBM, IVV 13F-HR 7/20/2023, 12:25 PM
Q1 2023 157 $88.1M +$5.36M -$1.7M +$3.65M AAPL, SDY, MSFT, IBM, IVW 13F-HR 4/19/2023, 01:08 PM
Q4 2022 146 $80.1M SDY, IBM, AAPL, MSFT, XOM 13F-HR 2/1/2023, 12:47 PM