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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 $653,242,888
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 79,500 $36,035,590 5.51%
2.
Apple Inc.
 AAPL 136,889 $34,279,753 5.24%
3.
Nvidia Corp
 NVDA 229,727 $30,850,105 4.72%
4.
Schwab Strategic Trust
 FNDF 1,264,776 $29,317,512 4.48%
5.
Microsoft Corp
 MSFT 59,388 $25,032,022 3.83%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)