Top 50 Redwood Wealth Management Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 2.33% | 31.0K | $5.4M | -3.46%(-1.11K) | $37.10(+508.63%) | 2026-03-31 | |
| GOOG | ALPHABET INC CLASS CLASS C | 2.13% | 17.2K | $4.9M | -0.32%(-55) | $101.16(+294.47%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.1% | 15.7K | $4.9M | +0.10%(+15) | $91.61(+354.97%) | 2026-03-31 | |
| GRNY | FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF | 2.04% | 197.9K | $4.7M | -3.92%(-8.07K) | $19.28(+39.88%) | 2026-03-31 | |
| IBM | IBM CORP | 1.99% | 19.1K | $4.6M | -0.44%(-84) | $133.17(+61.18%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.98% | 12.4K | $4.6M | +2.26%(+273) | $265.26(+52.76%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CLASS CLASS A | 1.78% | 14.3K | $4.1M | +0.61%(+87) | $93.22(+331.90%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.72% | 15.7K | $4.0M | +1.70%(+263) | $136.52(+118.91%) | 2026-03-31 | |
| AMZN | AMAZON.COM INC | 1.72% | 19.1K | $4.0M | +5.41%(+983) | $177.54(+52.15%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 1.64% | 33.6K | $3.8M | -0.20%(-68) | $58.73(+133.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.65% | +71.31% |
| Top 20 Holdings Unweighted | +21.40% | +78.90% |
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