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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
SPTMSpdr Ser Tr
Recent Activity
Increased 7.41%
5.89%
$7.52M
107,331 shares@ $70.07 avg price
VNLAJanus Detroit Str Tr
Recent Activity
Decreased -4.46%
2.78%
$3.548M
72,341 shares@ $49.05 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 1.5%
2.75%
$3.508M
15,539 shares@ $225.76 avg price
QQQMInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 40.31%
2.74%
$3.491M
17,379 shares@ $200.86 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
BSCPInvesco Exch Trd Slf Idx Fd
Recent Activity
Increased 0.59%
1.83%
$2.326M
112,628 shares@ $20.66 avg price