Stock Taper

REDWOOD WEALTH MANAGEMENT GROUP, LLC

Latest 13F filing data - Q1 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Caterpillar Inc.CAT1.95K$1.38M
Eaton Corporation plcETN1.94K$692.45K
Cirrus Logic, Inc.CRUS1.91K$276.08K
Aon plcAON1.9K$613.28K
Strategy IncMSTR1.89K$235.87K
DT Midstream, Inc.DTM1.85K$249.14K
Novartis AGNVS1.81K$277.24K
Chevron CorporationCVX1.78K$367.48K
Duke Energy CorporationDUK1.76K$230.48K
Valero Energy CorporationVLO1.47K$363.68K
Taiwan Semiconductor Manufacturing Company LimitedTSM1.34K$454.54K
Morgan StanleyMS1.3K$214.02K
Phillips 66PSX1.18K$215.62K
Applied Materials, Inc.AMAT1.12K$381.9K
The PNC Financial Services Group, Inc.PNC1.11K$230.19K
Lockheed Martin CorporationLMT1.04K$627.09K
Visa Inc.V844$254.95K
Analog Devices, Inc.ADI805$256.15K
CrowdStrike Holdings, Inc.CRWD803$313.5K
Regeneron Pharmaceuticals, Inc.REGN745$575.62K