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John Phillips V

@Red Door Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$653.243MTotal holdings227
Assets growth rate8.66%Assets growth rate (2-Q avg)7.32%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Red Door Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 227 positions.

Assets under management

The assets under management (AUM) of Red Door Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 653.243M in assets, with a quarterly growth rate of 8.66% and a 2-quarter average growth rate of 7.32%. The portfolio is managed by John Phillips V, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EAGL2023 Etf Series Trust
Recent Activity
Increased 2.54%
1.85%
$12.051M
432,703 shares@ $27.86 avg price
AZOAutozone Inc
Recent Activity
Increased 3.03%
1.76%
$11.454M
3,577 shares@ $3202.11 avg price
VVisa Inc
Recent Activity
Increased 7.03%
1.73%
$11.296M
35,743 shares@ $316.05 avg price
IVVIshares Tr
Recent Activity
Increased 4.05%
1.65%
$10.733M
18,233 shares@ $588.67 avg price
TDGTransdigm Group Inc
Recent Activity
Increased 4.4%
1.5%
$9.794M
7,728 shares@ $1267.29 avg price
HDHome Depot Inc
Recent Activity
Increased 4.96%
1.5%
$9.767M
25,108 shares@ $388.99 avg price
JNJJohnson & Johnson
Recent Activity
Increased 27.31%
1.45%
$9.414M
65,093 shares@ $144.62 avg price
FDXFedex Corp
Recent Activity
Increased 0.94%
1.42%
$9.238M
32,838 shares@ $281.33 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 6.83%
1.4%
$9.091M
17,972 shares@ $505.86 avg price
CSCOCisco Sys Inc
Recent Activity
Increased 9.56%
1.34%
$8.75M
147,798 shares@ $59.21 avg price