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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 $676,475,796
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Berkshire Hathaway Inc
 BRK.A 80,865 $43,066,882 6.37%
2.
Apple Inc.
 AAPL 142,495 $31,652,451 4.68%
3.
Schwab Strategic Trust
 FNDF 1,282,070 $28,308,102 4.18%
4.
Nvidia Corp
 NVDA 234,205 $25,383,171 3.75%
5.
Microsoft Corp
 MSFT 60,763 $22,809,815 3.37%
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)