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Leah Vaden

@Redwood Financial Network Corp

Latest period2024 - Q3ReportedManaged Assets$127.786MTotal holdings149
Assets growth rate7.34%Assets growth rate (2-Q avg)5.51%Continuous growth in asset value4 quarters

Portfolio positions

This chart displays the top 10 holdings in Redwood Financial Network Corp's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 149 positions.

Assets under management

The assets under management (AUM) of Redwood Financial Network Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 127.786M in assets, with a quarterly growth rate of 7.34% and a 2-quarter average growth rate of 5.51%. The portfolio is managed by Leah Vaden, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VNLAJanus Detroit Str Tr
Recent Activity
Decreased -4.46%
2.78%
$3.548M
72,341 shares@ $49.05 avg price
SPMBSpdr Ser Tr
Recent Activity
Decreased -5.46%
2.65%
$3.385M
150,235 shares@ $22.53 avg price
TMFCRbb Fd Inc
Recent Activity
Decreased -0.01%
2.61%
$3.333M
59,256 shares@ $56.26 avg price
QYLDGlobal X Fds
Recent Activity
Decreased -2.71%
2.46%
$3.133M
173,675 shares@ $18.05 avg price
NVDANvidia Corporation
Recent Activity
Decreased -3.02%
2.24%
$2.858M
23,537 shares@ $121.45 avg price
BSCOInvesco Exch Trd Slf Idx Fd
Recent Activity
Decreased -4.55%
2.13%
$2.712M
128,407 shares@ $21.13 avg price
VGTVanguard World Fd
Recent Activity
Decreased -0.57%
1.6%
$2.033M
3,466 shares@ $586.48 avg price
AAPLApple Inc
Recent Activity
Decreased -2.69%
1.59%
$2.019M
8,667 shares@ $233.01 avg price
XLYSelect Sector Spdr Tr
Recent Activity
Decreased -7.39%
1.44%
$1.835M
9,157 shares@ $200.38 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.46%
1.41%
$1.799M
3,687 shares@ $488.04 avg price