Red Crane Wealth Management Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
SPYM
State Street SPDR Portfolio S&P 500 ETF
SPYM
|
+$472K |
| 2 |
Meta Platforms (Facebook)
META
|
+$457K |
| 3 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$414K |
| 4 |
SIXD
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
|
+$381K |
| 5 |
QBUF
Innovator Nasdaq-100 10 Buffer ETF Quarterly
QBUF
|
+$273K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF
SPYX
|
+$423K |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
+$418K |
| 3 |
AllianzIM U.S. Equity 6 Month Buffer10 Apr/Oct ETF
SIXO
|
+$254K |
| 4 |
Alphabet (Google) Class C
GOOG
|
+$241K |
| 5 |
WCC
WESCO International
WCC
|
+$220K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.54% |
| 2 | Communication Services | 1.57% |
| 3 | Healthcare | 0.82% |
| 4 | Consumer Discretionary | 0.3% |
| 5 | Industrials | 0% |
Similar funds
Red Crane Wealth Management's Q1 2025 Portfolio in Review
As of Q1 2025, Red Crane Wealth Management held 67 positions worth $104M, down 1% from $106M the previous quarter. Its ten largest holdings account for 48% of the portfolio.
Red Crane Wealth Management's Q1 2025 filing shows 3 new, 30 increased, 23 reduced and 3 closed positions. Its largest new stake was AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF: 14,260 shares worth $374K. The largest sale was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF, an estimated $423K.
By sector, the portfolio is most concentrated in Technology at 4.5% of assets, down from 5% a quarter earlier, followed by Communication Services and Healthcare.
- Red Crane Wealth Management's largest Q1 2025 buy was AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF: 14,260 shares worth $374K.
- Red Crane Wealth Management added most to State Street SPDR Portfolio S&P 500 ETF in Q1 2025, an estimated $472K increase.
- Red Crane Wealth Management's biggest Q1 2025 reduction was iShares Short Maturity Bond ETF, cutting an estimated $418K.
- Red Crane Wealth Management fully exited State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q1 2025, selling an estimated $423K.
- Red Crane Wealth Management's ten largest holdings make up 48% of its $104M portfolio in Q1 2025.
- Red Crane Wealth Management opened 3 new positions and closed 3 in Q1 2025.
- Red Crane Wealth Management's portfolio value fell 1% quarter-over-quarter to $104M.
Based on Red Crane Wealth Management's 13F filing for Q1 2025, filed 12 May 2025.