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Red Door Wealth Management, LLC

New Buys

Ticker$ Bought
ISHARES TR716,638
SCHWAB STRATEGIC TR613,291
SCHWAB STRATEGIC TR529,880
BLOCK INC339,587
ISHARES TR250,032
SPDR SER TR223,839
CONOCOPHILLIPS221,840
UNILEVER PLC215,951

New stocks bought by Red Door Wealth Management, LLC

Additions

Ticker% Inc.
SCHWAB STRATEGIC TR704.94
ISHARES TR431.94
SCHWAB STRATEGIC TR91.93
PHILIP MORRIS INTL INC65.5
TESLA INC60.26
AT&T INC59.04
LAM RESEARCH CORP51.81
CVS HEALTH CORP25.96

Additions to existing portfolio by Red Door Wealth Management, LLC

Reductions

Ticker% Reduced
COMMUNITY HEALTH SYS INC NEW-65.73
ALTRIA GROUP INC-65.21
SPDR GOLD TR-45.61
CORE SCIENTIFIC INC-43.24
CATERPILLAR INC-34.55
FIRST TR EXCHANGE-TRADED FD-23.74
VANGUARD INTL EQUITY INDEX F-17.43
ISHARES TR-16.45

Red Door Wealth Management, LLC reduced stake in above stock

Sold off

Ticker$ Sold
BRIGHT HEALTH GROUP INC COM-42,000
IPATH SHILLER CAPE ETN-499,000
LUMEN TECHNOLOGIES INC COM-179,000

Red Door Wealth Management, LLC got rid off the above stocks

Current Stock Holdings of Red Door Wealth Management, LLC

Last Reported on: 23 Jan, 2023
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AAPLAPPLE INC4.0995,81012,448,600REDUCED-4.25
ABBVABBVIE INC0.448,2091,326,660ADDED10.04
ABTABBOTT LABS0.143,937432,246ADDED11.78
ADBEADOBE SYSTEMS INCORPORATED0.746,6972,253,760ADDED8.47
AGGISHARES TR0.816,4602,481,910REDUCED-16.45
AGGISHARES TR0.426,0961,283,330ADDED431.94
AGGISHARES TR0.232,963716,638NEWnull
AGGISHARES TR0.122,430368,510UNCHANGED0
AGGISHARES TR0.081,434250,032NEWnull
AIRRFIRST TR EXCHANGE-TRADED FD0.096,525286,578REDUCED-23.74
AMGNAMGEN INC1.7820,6945,435,200ADDED4.24
AMTAMERICAN TOWER CORP NEW0.689,7972,075,590ADDED7.88
AMZNAMAZON COM INC1.8466,8695,616,980ADDED2.63
ARHSARHAUS INC1.29402,5003,924,380REDUCED-0.86
ATVIACTIVISION BLIZZARD INC0.072,946225,516ADDED2.54
AZOAUTOZONE INC1.361,6844,153,350ADDED0.12
BACBANK AMERICA CORP1.35124,3444,118,270ADDED4.88
BHGBRIGHT HEALTH GROUP INC COM000SOLD OFF-100
BILSPDR SER TR2.60106,6277,913,840ADDED3.71
BILSPDR SER TR0.071,789223,839NEWnull
BMYBRISTOL-MYERS SQUIBB CO0.2410,205734,236ADDED0.01
BRKBBERKSHIRE HATHAWAY INC DEL2.4023,6717,311,860ADDED2.26
BXBLACKSTONE INC0.4819,7621,466,110REDUCED-4.13
CATCATERPILLAR INC0.131,692405,255REDUCED-34.55
CICIGNA CORP NEW0.312,811931,397ADDED2.4
CMCSACOMCAST CORP NEW0.108,845309,297REDUCED-1.44
COPCONOCOPHILLIPS0.071,880221,840NEWnull
CORZCORE SCIENTIFIC INC0165,25712,411REDUCED-43.24
COSTCOSTCO WHSL CORP NEW1.449,6234,393,100ADDED5.04
CRMSALESFORCE INC0.5312,2011,617,730REDUCED-1.57
CSCOCISCO SYS INC1.5196,3454,589,890ADDED7.6
CVSCVS HEALTH CORP0.113,736348,113ADDED25.96
CVXCHEVRON CORP NEW1.8731,7505,698,730ADDED4.18
CYHCOMMUNITY HEALTH SYS INC NEW0.0110,16743,921REDUCED-65.73
DARDARLING INGREDIENTS INC1.0148,9423,063,280ADDED5.77
DIASPDR DOW JONES INDL AVERAGE0.09859284,655UNCHANGED0
DISDISNEY WALT CO0.8730,4942,649,320ADDED7.61
DUKDUKE ENERGY CORP NEW0.8224,4002,512,960ADDED8.31
EMGFISHARES INC0.0911,535257,577UNCHANGED0
EMREMERSON ELEC CO0.154,863467,140UNCHANGED0
EPDENTERPRISE PRODS PARTNERS L0.3341,349997,338REDUCED-6.58
FDXFEDEX CORP1.3623,9974,156,250REDUCED-5.02
FNDASCHWAB STRATEGIC TR6.02406,07718,334,400ADDED15.26
FNDASCHWAB STRATEGIC TR1.6566,3065,008,760ADDED2.61
FNDASCHWAB STRATEGIC TR1.5069,7124,573,800ADDED6.15
FNDASCHWAB STRATEGIC TR1.2383,6713,749,310REDUCED-0.07
FNDASCHWAB STRATEGIC TR0.9174,7232,759,520ADDED704.94
FNDASCHWAB STRATEGIC TR0.5028,8891,520,140UNCHANGED0
FNDASCHWAB STRATEGIC TR0.3230,673987,985ADDED91.93
FNDASCHWAB STRATEGIC TR0.229,984659,128ADDED9.11
FNDASCHWAB STRATEGIC TR0.2015,139613,291NEWnull
FNDASCHWAB STRATEGIC TR0.1722,386529,880NEWnull
FNDASCHWAB STRATEGIC TR0.116,947324,564UNCHANGED0
GDGENERAL DYNAMICS CORP0.151,830454,025REDUCED-1.35
GILDGILEAD SCIENCES INC0.186,509558,820REDUCED-0.93
GLDSPDR GOLD TR0.5810,3791,760,690REDUCED-45.61
GOOGALPHABET INC2.0871,2126,318,640ADDED2.91
GOOGALPHABET INC0.289,711856,802ADDED3.66
GSGOLDMAN SACHS GROUP INC0.141,226421,013REDUCED-4.67
HCAHCA HEALTHCARE INC1.3517,1054,104,640ADDED4.53
HDHOME DEPOT INC1.7016,3525,164,990ADDED9.74
HONHONEYWELL INTL INC1.2317,4913,748,280ADDED6.62
IAUISHARES GOLD TR0.3126,898930,402ADDED0.28
IBCEISHARES TR0.073,279202,118NEWnull
IBMINTERNATIONAL BUSINESS MACHS0.091,837258,815REDUCED-1.08
INTCINTEL CORP0.7384,1262,223,460ADDED2.72
IVOGVANGUARD ADMIRAL FDS INC0.489,2751,456,640UNCHANGED0
JNJJOHNSON & JOHNSON1.8832,3745,718,940ADDED4.86
JPMJPMORGAN CHASE & CO2.3052,2707,009,400ADDED6.51
KOCOCA COLA CO0.188,782558,623ADDED0.93
LENLENNAR CORP0.9337,9152,835,260ADDED2.99
LINLINDE PLC0.09880287,038UNCHANGED0
LLYLILLY ELI & CO0.09718262,821ADDED0.42
LMTLOCKHEED MARTIN CORP1.076,6853,252,300ADDED7.61
LOWLOWES COS INC0.223,289655,300REDUCED-2.75
LRCXLAM RESEARCH CORP0.13967406,563ADDED51.81
LUMNLUMEN TECHNOLOGIES INC COM000SOLD OFF-100
MAMASTERCARD INCORPORATED0.07579201,336NEWnull
MAAMID-AMER APT CMNTYS INC0.8215,9312,501,010REDUCED-6.05
MCDMCDONALDS CORP0.232,680706,322ADDED5.72
MDYSPDR S&P MIDCAP 400 ETF TR0.13869384,785UNCHANGED0
METMETLIFE INC0.072,800202,617NEWnull
METAMETA PLATFORMS INC0.174,338522,091ADDED4.93
MMM3M CO0.102,561307,154UNCHANGED0
MMPMAGELLAN MIDSTREAM PRTNRS LP0.3320,1561,012,040REDUCED-0.25
MOALTRIA GROUP INC0.074,962226,790REDUCED-65.21
MRKMERCK & CO INC1.9954,6626,064,750ADDED5.38
MSFTMICROSOFT CORP3.0839,1429,387,050ADDED6.08
NFLXNETFLIX INC0.293,039896,140REDUCED-1.62
NOWSERVICENOW INC0.634,9121,907,180ADDED5.75
NSCNORFOLK SOUTHN CORP0.07832205,021NEWnull
NUENUCOR CORP0.184,099540,287ADDED0.02
NVDANVIDIA CORPORATION0.9920,5403,001,660ADDED6.47
ORLYOREILLY AUTOMOTIVE INC0.18648546,931ADDED0.15
PEPPEPSICO INC1.0918,3563,316,210ADDED9.07
PFEPFIZER INC2.06122,3646,269,930ADDED5.78
PGPROCTER AND GAMBLE CO1.6433,0305,005,970ADDED8.02
PHYSSPROTT PHYSICAL GOLD TR3.46747,41010,538,500ADDED25.73
PLDPROLOGIS INC.0.8623,2932,625,780ADDED10.69
PMPHILIP MORRIS INTL INC0.4011,9411,208,550ADDED65.5
PRUPRUDENTIAL FINL INC0.144,177415,444ADDED2.18
PYPLPAYPAL HLDGS INC0.5121,7261,547,330REDUCED-3.38
QCOMQUALCOMM INC1.0930,2693,327,810ADDED5.61
QQQINVESCO QQQ TR0.171,924512,367ADDED1.26
RFREGIONS FINANCIAL CORP NEW0.2940,886881,502REDUCED-4.1
RNSTRENASANT CORP0.4939,6031,488,700UNCHANGED0
RTXRAYTHEON TECHNOLOGIES CORP0.164,762480,626ADDED9.47
SOSOUTHERN CO0.4017,2391,231,040ADDED3.62
SPHDINVESCO EXCH TRADED FD TR II0.199,199587,816UNCHANGED0
SPYSPDR S&P 500 ETF TR0.342,6831,026,100REDUCED-7.26
SQBLOCK INC0.115,404339,587NEWnull
SWKSTANLEY BLACK & DECKER INC0.124,846364,032ADDED2.58
SYYSYSCO CORP0.083,191243,952ADDED5.63
TAT&T INC0.1930,829567,562ADDED59.04
TDGTRANSDIGM GROUP INC1.175,6743,572,630ADDED7.5
TSLATESLA INC0.143,484429,159ADDED60.26
UNHUNITEDHEALTH GROUP INC2.1212,1536,443,430ADDED3.06
UPSUNITED PARCEL SERVICE INC2.1938,4576,685,360ADDED5.87
VVISA INC1.5723,0294,784,550ADDED4.19
VAWVANGUARD WORLD FDS0.091,114276,295ADDED0.09
VAWVANGUARD WORLD FDS0.082,928242,263ADDED1.04
VEUVANGUARD INTL EQUITY INDEX F0.2519,360754,656REDUCED-17.43
VEUVANGUARD INTL EQUITY INDEX F0.102,831291,055UNCHANGED0
VEUVANGUARD INTL EQUITY INDEX F0.095,410271,257UNCHANGED0
VIGIVANGUARD WHITEHALL FDS0.3911,0171,192,120REDUCED-0.07
VLOVALERO ENERGY CORP0.122,926371,162ADDED0.03
VOOVANGUARD INDEX FDS0.599,3301,783,820ADDED0.12
VOOVANGUARD INDEX FDS0.272,337821,082REDUCED-2.22
VOOVANGUARD INDEX FDS0.264,513786,150ADDED0.29
VOOVANGUARD INDEX FDS0.153,173445,394UNCHANGED0
VOOVANGUARD INDEX FDS0.111,600341,027REDUCED-0.31
VXUSVANGUARD STAR FDS0.2313,802713,839UNCHANGED0
VZVERIZON COMMUNICATIONS INC0.8968,8552,712,900ADDED1.42
WFCWELLS FARGO CO NEW0.117,985329,701REDUCED-3.35
WMWASTE MGMT INC DEL1.0820,9373,284,650ADDED5.56
WMTWALMART INC1.4932,0684,546,930ADDED6.76
WTWWILLIS TOWERS WATSON PLC LTD0.07847207,159NEWnull
XOMEXXON MOBIL CORP0.5816,1091,776,840ADDED1.61
FIRST REP BK SAN FRANCISCO C1.1629,0923,546,040ADDED5.29
BARRICK GOLD CORP0.1017,400298,932REDUCED-2.79
TAIWAN SEMICONDUCTOR MFG LTD0.093,782281,721REDUCED-3.17
UNILEVER PLC0.074,289215,951NEWnull
IPATH SHILLER CAPE ETN000SOLD OFF-100

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