Leah Vaden

@Redwood Financial Network Corp

Latest period2024 - Q3

Reported2mo 11d ago

Managed Assets$127.786M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
HEFAIshares Tr Recent Activity New Position	0.23%	$284,126 8,022 shares@ $35.42 avg price	New Position
PYPLPaypal Hldgs Inc Recent Activity New Position	0.19%	$238,851 3,061 shares@ $78.04 avg price	New Position
DIVOAmplify Etf Tr Recent Activity New Position	0.18%	$227,182 5,515 shares@ $41.2 avg price	New Position
SBUXStarbucks Corp Recent Activity New Position	0.18%	$218,451 2,241 shares@ $97.48 avg price	New Position
FSLRFirst Solar Inc Recent Activity New Position	0.18%	$218,259 875 shares@ $249.44 avg price	New Position
STIPIshares Tr Recent Activity New Position	0.17%	$213,685 2,109 shares@ $101.33 avg price	New Position
RTXRtx Corporation Recent Activity New Position	0.17%	$207,754 1,715 shares@ $121.14 avg price	New Position
KKRKkr & Co Inc Recent Activity New Position	0.17%	$205,448 1,573 shares@ $130.61 avg price	New Position
SMLFIshares Tr Recent Activity New Position	0.17%	$205,314 3,094 shares@ $66.36 avg price	New Position
GILDGilead Sciences Inc Recent Activity New Position	0.16%	$203,868 2,432 shares@ $83.83 avg price	New Position