REDSTONE WEALTH MANAGEMENT, LLC

PrivateCIK: 2049950
Location

OKLAHOMA CITY, OK

31
Positions
$153.23M
Total AUM (reported)
1.32M
Total Shares

Allocation by class

TOTAL AUM$153.23M31 positions
ISHARES SEMICDTR$26.50M17.3%
INF TECH ETF$23.17M15.1%
KBW PPTY CASUT$14.62M9.5%
ST STR DISCR ETF$13.58M8.9%
RBA INDL ETF$11.91M7.8%
MSCI COMMNTN SVC$11.58M7.6%
U.S. MED DVC ETF$11.53M7.5%

Portfolio Concentration

Top 342.0%4–1042.4%11–2514.7%Rest1.0%TOP 1084.3%0%100%
Top 3$64.29M42.0%
4–10$64.92M42.4%
11–25$22.55M14.7%
Rest$1.47M1.0%

Top 3 weight

42.0%

Top 10 weight

84.3%

Voting Authority Distribution

Total shares with voting rights: 1.32M

Sole

Full voting authority

0.00

shares

% of voting shares0.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

1.32M

shares

% of voting shares100.0%

Investment Discretion (by position count)

Sole31
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings31
Rows:

ISHARES TR

SOLE
ISHARES SEMICDTR
Shares41.35K
TypeSH
Market value$26.50M
17.29%
Sole
0.00
Shared
0.00
None
41.35K

VANGUARD WORLD FD

SOLE
INF TECH ETF
Shares193.88K
TypeSH
Market value$23.17M
15.12%
Sole
0.00
Shared
0.00
None
193.88K

INVESCO EXCH TRADED FD TR II

SOLE
KBW PPTY CASUT
Shares115.35K
TypeSH
Market value$14.62M
9.54%
Sole
0.00
Shared
0.00
None
115.35K

SELECT SECTOR SPDR TR

SOLE
ST STR DISCR ETF
Shares115.75K
TypeSH
Market value$13.58M
8.86%
Sole
0.00
Shared
0.00
None
115.75K

FIRST TR EXCHANGE TRADED FD

SOLE
RBA INDL ETF
Shares89.38K
TypeSH
Market value$11.91M
7.77%
Sole
0.00
Shared
0.00
None
89.38K

FIDELITY COVINGTON TRUST

SOLE
MSCI COMMNTN SVC
Shares166.70K
TypeSH
Market value$11.58M
7.56%
Sole
0.00
Shared
0.00
None
166.70K

ISHARES TR

SOLE
U.S. MED DVC ETF
Shares233.35K
TypeSH
Market value$11.53M
7.52%
Sole
0.00
Shared
0.00
None
233.35K

VANGUARD WORLD FD

SOLE
CONSUM STP ETF
Shares30.48K
TypeSH
Market value$6.87M
4.48%
Sole
0.00
Shared
0.00
None
30.48K

INVESCO EXCH TRADED FD TR II

SOLE
DORSEY WRGT DVLP
Shares84.71K
TypeSH
Market value$4.74M
3.09%
Sole
0.00
Shared
0.00
None
84.71K

DIMENSIONAL ETF TRUST

SOLE
INTERNATNAL VAL
Shares87.35K
TypeSH
Market value$4.72M
3.08%
Sole
0.00
Shared
0.00
None
87.35K

NVIDIA CORPORATION

SOLE
COM
Shares23.58K
TypeSH
Market value$4.72M
3.08%
Sole
0.00
Shared
0.00
None
23.58K

INVESCO EXCHANGE TRADED FD T

SOLE
S&P500 EQL UTL
Shares55.14K
TypeSH
Market value$4.47M
2.92%
Sole
0.00
Shared
0.00
None
55.14K

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares6.12K
TypeSH
Market value$4.20M
2.74%
Sole
0.00
Shared
0.00
None
6.12K

ADVANCED MICRO DEVICES INC

SOLE
COM
Shares4.51K
TypeSH
Market value$2.62M
1.71%
Sole
0.00
Shared
0.00
None
4.51K

PGIM ETF TR

SOLE
AAA CLO ETF
Shares27.50K
TypeSH
Market value$1.41M
0.92%
Sole
0.00
Shared
0.00
None
27.50K

BROADCOM INC

SOLE
COM
Shares2.14K
TypeSH
Market value$809.9K
0.53%
Sole
0.00
Shared
0.00
None
2.14K

FIRST TR EXCHANGE-TRADED FD

SOLE
CAP STRENGTH ETF
Shares7.51K
TypeSH
Market value$705.7K
0.46%
Sole
0.00
Shared
0.00
None
7.51K

APPLE INC

SOLE
COM
Shares2.13K
TypeSH
Market value$617.6K
0.40%
Sole
0.00
Shared
0.00
None
2.13K

ISHARES TR

SOLE
RUS TP200 GR ETF
Shares1.87K
TypeSH
Market value$544.3K
0.36%
Sole
0.00
Shared
0.00
None
1.87K

DICKS SPORTING GOODS INC

SOLE
COM
Shares2.30K
TypeSH
Market value$521.7K
0.34%
Sole
0.00
Shared
0.00
None
2.30K

ISHARES BITCOIN TRUST ETF

SOLE
SHS BEN INT
Shares13.69K
TypeSH
Market value$455.8K
0.30%
Sole
0.00
Shared
0.00
None
13.69K

STATE STR SPDR S&P 500 ETF T

SOLE
TR UNIT
Shares554.00
TypeSH
Market value$413.7K
0.27%
Sole
0.00
Shared
0.00
None
554.00

FIRST TR EXCHANGE-TRADED FD

SOLE
DJ INTERNT IDX
Shares1.56K
TypeSH
Market value$413.5K
0.27%
Sole
0.00
Shared
0.00
None
1.56K

ISHARES TR

SOLE
U.S. TECH ETF
Shares1.28K
TypeSH
Market value$323.6K
0.21%
Sole
0.00
Shared
0.00
None
1.28K

FIRST TR EXCHANGE-TRADED ALP

SOLE
COM SHS
Shares1.64K
TypeSH
Market value$318.2K
0.21%
Sole
0.00
Shared
0.00
None
1.64K
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