Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
---|---|---|---|
BERKSHIRE HATHAWAY INC DEL | $31,483 | ||
BRK.B | 74,868 | +162 | $31,483 |
SCHWAB STRATEGIC TR | 406,142 | +21,557 | $25,205 |
SCHX | 406,142 | +21,557 | $25,205 |
MICROSOFT CORP | 49,742 | +2,579 | $20,928 |
MSFT | 49,742 | +2,579 | $20,928 |
NVIDIA CORPORATION | 22,734 | +808 | $20,541 |
NVDA | 22,734 | +808 | $20,541 |
APPLE INC | 109,871 | +1,165 | $18,841 |
AAPL | 109,871 | +1,165 | $18,841 |
FEDEX CORP | 53,073 | +1,535 | $15,377 |
FDX | 53,073 | +1,535 | $15,377 |
AMAZON COM INC | 84,103 | +2,447 | $15,171 |
AMZN | 84,103 | +2,447 | $15,171 |
ALPHABET INC | 84,070 | +2,062 | $12,801 |
GOOG | 84,070 | +2,062 | $12,801 |
JPMORGAN CHASE & CO | 59,205 | +810 | $11,859 |
JPM | 59,205 | +810 | $11,859 |
AUTOZONE INC | 3,488 | -1 | $10,993 |
AZO | 3,488 | -1 | $10,993 |
MID AMER APT CMNTYS INC | 76,814 | +277 | $10,107 |
MAA | 76,814 | +277 | $10,107 |
CHEVRON CORP NEW | 59,788 | +12,825 | $9,431 |
CVX | 59,788 | +12,825 | $9,431 |
COSTCO WHSL CORP NEW | 12,089 | +498 | $8,857 |
COST | 12,089 | +498 | $8,857 |
ISHARES TR (IVV) | 16,835 | +4 | $8,850 |
IVV | 16,835 | +4 | $8,850 |
MERCK & CO INC | 64,807 | +2,140 | $8,551 |
MRK | 64,807 | +2,140 | $8,551 |
TRANSDIGM GROUP INC | 6,757 | +332 | $8,322 |
TDG | 6,757 | +332 | $8,322 |
VISA INC | 29,048 | +1,586 | $8,107 |
V | 29,048 | +1,586 | $8,107 |
HOME DEPOT INC | 20,791 | +892 | $7,975 |
HD | 20,791 | +892 | $7,975 |
LENNAR CORP | $7,556 | ||
LEN.B | 49,009 | +512 | $7,556 |
JOHNSON & JOHNSON | 47,322 | +921 | $7,486 |
JNJ | 47,322 | +921 | $7,486 |
UNITEDHEALTH GROUP INC | 15,079 | +302 | $7,460 |
UNH | 15,079 | +302 | $7,460 |
PROCTER AND GAMBLE CO | 45,822 | +1,263 | $7,435 |
PG | 45,822 | +1,263 | $7,435 |
AMGEN INC | 25,029 | +920 | $7,116 |
AMGN | 25,029 | +920 | $7,116 |
WALMART INC | 117,348 | +79,077 | $7,061 |
WMT | 117,348 | +79,077 | $7,061 |
SPDR SER TR (SLYV) | 82,365 | -23,274 | $6,834 |
SLYV | 82,365 | -23,274 | $6,834 |
HCA HEALTHCARE INC | 19,868 | +881 | $6,627 |
HCA | 19,868 | +881 | $6,627 |
QUALCOMM INC | 38,207 | +1,243 | $6,468 |
QCOM | 38,207 | +1,243 | $6,468 |
CISCO SYS INC | 119,644 | +6,991 | $5,971 |
CSCO | 119,644 | +6,991 | $5,971 |
BANK AMERICA CORP | 153,073 | +5,271 | $5,805 |
BAC | 153,073 | +5,271 | $5,805 |
SCHWAB STRATEGIC TR | 70,691 | -1,382 | $5,700 |
SCHD | 70,691 | -1,382 | $5,700 |
WASTE MGMT INC DEL | 26,581 | +1,715 | $5,666 |
WM | 26,581 | +1,715 | $5,666 |
ARHAUS INC | 345,000 | -15,000 | $5,310 |
ARHS | 345,000 | -15,000 | $5,310 |
PEPSICO INC | 28,275 | +2,012 | $4,948 |
PEP | 28,275 | +2,012 | $4,948 |
SCHWAB STRATEGIC TR | 81,020 | +229 | $4,946 |
SCHB | 81,020 | +229 | $4,946 |
INTEL CORP | 111,514 | +7,978 | $4,926 |
INTC | 111,514 | +7,978 | $4,926 |
SERVICENOW INC | 6,410 | +297 | $4,887 |
NOW | 6,410 | +297 | $4,887 |
SALESFORCE INC | 15,604 | +1,044 | $4,700 |
CRM | 15,604 | +1,044 | $4,700 |
ADOBE INC | 9,292 | +672 | $4,689 |
ADBE | 9,292 | +672 | $4,689 |
HONEYWELL INTL INC | 22,752 | +1,580 | $4,670 |
HON | 22,752 | +1,580 | $4,670 |
UNITED PARCEL SERVICE INC | 28,712 | -918 | $4,267 |
UPS | 28,712 | -918 | $4,267 |
PFIZER INC | 144,804 | +2,674 | $4,018 |
PFE | 144,804 | +2,674 | $4,018 |
LOCKHEED MARTIN CORP | 8,615 | +405 | $3,919 |
LMT | 8,615 | +405 | $3,919 |
SPDR GOLD TR (GLD) | 18,914 | -836 | $3,891 |
GLD | 18,914 | -836 | $3,891 |
PROLOGIS INC. | 29,850 | +2,177 | $3,887 |
PLD | 29,850 | +2,177 | $3,887 |
ROPER TECHNOLOGIES INC | 6,834 | +6,834 | $3,833 |
ROP | 6,834 | +6,834 | $3,833 |
VERIZON COMMUNICATIONS INC | 89,402 | +9,935 | $3,751 |
VZ | 89,402 | +9,935 | $3,751 |
DARLING INGREDIENTS INC | 78,972 | +6,407 | $3,673 |
DAR | 78,972 | +6,407 | $3,673 |
DUKE ENERGY CORP NEW | 34,360 | +3,029 | $3,323 |
DUK | 34,360 | +3,029 | $3,323 |
AMERICAN TOWER CORP NEW | 14,239 | +1,199 | $2,814 |
AMT | 14,239 | +1,199 | $2,814 |
VANGUARD INDEX FDS (VTI) | 10,738 | +144 | $2,791 |
VTI | 10,738 | +144 | $2,791 |
See Full List: All Stocks Held By Red Door Wealth Management LLC
— Including:
Biggest new positions
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By Red Door Wealth Management LLC
Size ($ in 1000's)
At 03/31/2024: $518,657 At 12/31/2023: $460,527 Red Door Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Red Door Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |