RD

Red Door Wealth Management, LLC

13F
Red Door Wealth Management, LLC
Last update 2024-10-16 217 Stocks (26 new)
Value $601.00 Mil Turnover 6 %
Countries:
Top Holdings: BRK.B(5.92%)AAPL(4.68%)SCHX(4.63%)NVDA(4.30%)MSFT(3.95%)
Portfolio Report
Summary Stock Picks Current Portfolio
Red Door Wealth Management, LL... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B 		Berkshire Hathaway Inc
77,278
35567.800
+1.77%
5.920
+0.10%
0.000
+8.34%
+30.74%
1006211.610
Insurance
AAPL 		Apple Inc
120,849
28157.900
+6.85%
4.680
+0.30%
0.000
+3.19%
+17.04%
3389420.991
Hardware
SCHX 		Schwab U.S. Large-Cap ETF
409,838
27807.480
+0.22%
4.630
+0.01%
0.060
+12.62%
+25.80%
52255.858
 
NVDA 		NVIDIA Corp
213,112
25880.360
-6.26%
4.300
-0.31%
0.000
+36.03%
+199.51%
3637553.700
Semiconductors
MSFT 		Microsoft Corp
55,233
23766.720
+8.05%
3.950
+0.29%
0.000
+4.17%
+13.11%
3145177.615
Software
AMZN 		Amazon.com Inc
102,706
19137.290
+16.30%
3.180
+0.45%
0.000
+25.25%
+37.50%
2196690.950
Retail - Cyclical
GOOG 		Alphabet Inc
90,165
15074.720
+3.41%
2.510
+0.08%
0.000
+11.96%
+30.40%
2232618.220
Interactive Media
JPM 		JPMorgan Chase & Co
64,894
13683.550
+4.55%
2.280
+0.10%
0.000
+16.90%
+44.20%
674442.951
Banks
COST 		Costco Wholesale Corp
13,179
11683.040
+3.83%
1.940
+0.07%
0.000
+8.11%
+42.08%
413112.904
Retail - Defensive
EAGL 		Eagle Capital Select Equity ETF
421,994
11545.760
-0.13%
1.920
0%
0.550
+11.37%
0%
2223.690
 

Red Door Wealth Management, LLC's Historical Top Holdings Breakdowns

Red Door Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
FDX 		FedEx Corp2024-09-30Reduce
-1.14%
●
254.64 ($290.39) 313.52
$287.27
-1.07%
Reduce -39.97%
32,535
-21,663
SLYV 		SPDR S&P 600 Small Cap Value ETF2024-09-30Sold Out
-1.14%
●
77.23 ($83.7) 87.97
$92.76
10.82%
Sold Out
0
-82,391
MAA 		Mid-America Apartment Communities Inc2024-09-30Reduce
-1.00%
●
138.8 ($152.41) 166.65
$159.76
4.82%
Reduce -51.88%
36,964
-39,850
AMZN 		Amazon.com Inc2024-09-30Add
+0.45%
●
161.02 ($182.46) 200
$208.91
14.50%
Add 16.3%
102,706
14,397
GLD 		SPDR Gold Shares ETF2024-09-30Reduce
-0.35%
●
215.56 ($229) 246.98
$240.10
4.85%
Reduce -47.42%
10,261
-9,253
NVDA 		NVIDIA Corp2024-09-30Reduce
-0.31%
●
98.91 ($118.12) 134.91
$148.29
25.54%
Reduce -6.26%
213,112
-14,239
AAPL 		Apple Inc2024-09-30Add
+0.30%
●
207.23 ($223.32) 234.82
$224.23
0.41%
Add 6.85%
120,849
7,746
MSFT 		Microsoft Corp2024-09-30Add
+0.29%
●
395.15 ($427.47) 467.56
$423.03
-1.04%
Add 8.05%
55,233
4,114
ARHS 		Arhaus Inc2024-09-30Reduce
-0.23%
●
10.74 ($13.51) 16.99
$9.80
-27.46%
Reduce -23.44%
245,000
-75,000
DAR 		Darling Ingredients Inc2024-09-30Add
+0.16%
●
33.99 ($37.7) 41.78
$42.66
13.16%
Add 28.8%
117,002
26,161

Red Door Wealth Management, LLC Total Holding History ($B)

To

Red Door Wealth Management, LLC's Asset Allocation

To

Red Door Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Red Door Wealth Management, LLC's Hypothetical Growth since 2024-09-30

Red Door Wealth Management, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Red Door Wealth Management, LLC's Holdings Heat Map

Size field:

Red Door Wealth Management, LLC's Holdings Bubble Chart

Red Door Wealth Management, LLC News

  • 1

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