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Home > Institutional Investor > Red Door Wealth Management, Llc > Profile

Instuitional Investor - Red Door Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Red Door Wealth Management, Llc
Portfolio Value $460,526,945
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 74,706 $26,644,508 5.78%
2.
Schwab Strategic Trust
 FNDF 384,585 $21,690,615 4.7%
3.
Apple Inc.
 AAPL 108,706 $20,929,140 4.54%
4.
Microsoft Corp
 MSFT 47,163 $17,735,267 3.85%
5.
Fedex Corp
 FDX 51,538 $13,037,622 2.83%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)