Rede Wealth, LLC

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Jean Carlin - CCO
Location
Charlottesville, VA
Holdings as of
September 30, 2024
Value $
$261M
Num holdings
104
Date filed
10/18/2024, 01:48 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included BRKA, AAPL, ITOT, JNJ, and IVV.
Previous filing
Q2 2024 - Aug 5, 2024
Next filing
Q4 2024 - Jan 28, 2025
SEC
View on sec.gov
Sym Weight Trade Impact Company Class Shares Change Activity Value Change $ Value $ * Price $ Shares Principal
Filing 2024 Q3 compared to 2024 Q2 by default.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jean Carlin CCO Charlottesville, Virginia 10/18/2024

Other Included Managers (2):

Num Name Location File Number
1 Capstone Asset Management Co Houston, TX
2 EquityCompass Investment Management Baltimore, MD