John Phillips V

@Red Door Wealth Management, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$653.243M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
VXFVanguard Index Fds Recent Activity New Position	0.04%	$217,670 1,146 shares@ $189.94 avg price	New Position
FCNCAFirst Ctzns Bancshares Inc N Recent Activity New Position	0.04%	$217,641 103 shares@ $2113.02 avg price	New Position
SPYGSpdr Ser Tr Recent Activity New Position	0.04%	$216,091 2,458 shares@ $87.92 avg price	New Position
IPInternational Paper Co Recent Activity New Position	0.04%	$214,750 3,990 shares@ $53.83 avg price	New Position
IJRIshares Tr Recent Activity New Position	0.04%	$209,637 1,819 shares@ $115.25 avg price	New Position
BTIBritish Amern Tob Plc Recent Activity New Position	0.04%	$200,523 5,521 shares@ $36.33 avg price	New Position
PGXInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.03%	$172,950 15,000 shares@ $11.53 avg price	New Position