Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Redmont Wealth Advisors

Latest statistics and disclosures from Redmont Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are RSP, NOBL, SPY, PFF, VCSH, and represent 32.59% of Redmont Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: JPST, NRIM, PSQO, FLTR, GOVT, TFLO, DFSV, SPIB, NCLH, DFAI.
Started 7 new stock positions in QQQM, TTD, CRWD, SPIB, PSQO, BAC, GOVT.
Reduced shares in these 10 stocks: RSP, VYM, PFF, BCO, CW, UHAL, MLR, CHRD, , JEF.
Sold out of its positions in ADBE, FDX, REGN, WPP.
Redmont Wealth Advisors was a net buyer of stock by $817k.
Redmont Wealth Advisors has $72M in assets under management (AUM), dropping by 5.33%.
Central Index Key (CIK): 0001910482

Tip: Access up to 7 years of quarterly data

Positions held by Redmont Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Redmont Wealth Advisors

Redmont Wealth Advisors holds 307 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco S&p 500 Equal Weight Etf Etf (RSP)	11.8	$8.4M	-6%	45k	189.70	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	6.8	$4.9M		47k	103.07	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	5.0	$3.6M		5.4k	666.13	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	4.8	$3.4M	-8%	108k	31.62	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	4.3	$3.1M		38k	79.93	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	3.5	$2.5M	+2%	69k	36.35	View chart
Ishares Select Dividend Etf Etf (DVY)	2.8	$2.0M		14k	142.10	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	2.6	$1.9M	+186%	37k	50.73	View chart
Capital Southwest Corp Cef (CSWC)	2.1	$1.5M		68k	21.86	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.8	$1.3M		2.2k	600.08	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	1.7	$1.2M		15k	81.19	View chart
Curtiss Wright Corp Stock (CW)	1.7	$1.2M	-11%	2.2k	542.94	View chart
Avantis International Large Cap Value Etf Etf (AVIV)	1.6	$1.2M		17k	67.44	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.6	$1.1M		17k	65.92	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.5	$1.1M		11k	99.53	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.4	$1.0M		2.1k	502.74	View chart
Millrose Pptys Inc Com Cl A reit (MRP)	1.4	$1.0M		31k	33.61	View chart
Ezcorp Inc Cl A Non Vtg Stock (EZPW)	1.4	$998k		52k	19.04	View chart
Northrim Bancorp Stock (NRIM)	1.3	$952k	+300%	44k	21.66	View chart
Slm Corp Stock (SLM)	1.3	$951k		34k	27.68	View chart
Jefferies Finl Group Stock (JEF)	1.3	$949k	-4%	15k	65.42	View chart
Pitney Bowes Stock (PBI)	1.2	$873k		77k	11.41	View chart
Vaneck Ig Floating Rate Etf Etf (FLTR)	1.2	$843k	+25%	33k	25.57	View chart
Patrick Inds Stock (PATK)	1.2	$828k		8.0k	103.43	View chart
Middlefield Banc Corp Stock (MBCN)	1.1	$794k		27k	30.01	View chart
Air Lease Corp Cl A Stock (AL)	1.1	$757k		12k	63.65	View chart
Foster L B Stock (FSTR)	1.0	$738k		27k	26.95	View chart
Bank Ozk Little Rock Ark Stock (OZK)	1.0	$705k		14k	50.98	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	1.0	$698k		19k	36.33	View chart
Ishares Treasury Floating Rate Bond Etf Etf (TFLO)	0.9	$650k	+13%	13k	50.59	View chart
Alico Stock (ALCO)	0.9	$648k		19k	34.66	View chart
Norwegian Cruise Line Hldg Stock (NCLH)	0.9	$625k	+9%	25k	24.63	View chart
Superior Group Of Stock (SGC)	0.9	$623k		58k	10.72	View chart
Reverb Etf Etf (RVRB)	0.9	$619k		18k	34.96	View chart
Palmer Square Credit Opportunities Etf Etf (PSQO)	0.8	$601k	NEW	29k	20.60	View chart
Mastercraft Boat Hldgs Stock (MCFT)	0.8	$597k		28k	21.46	View chart
Atlanta Braves Hldgs Inc Com Ser C Stock (BATRK)	0.8	$564k		14k	41.59	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.8	$562k		6.5k	87.03	View chart
Microsoft Corp Stock (MSFT)	0.8	$561k		1.1k	517.95	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.7	$504k		6.3k	80.21	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.7	$497k	-52%	3.5k	140.95	View chart
Brinks Stock (BCO)	0.7	$497k	-25%	4.3k	116.86	View chart
First Busey Corp Stock (BUSE)	0.7	$477k		21k	23.15	View chart
Miller Inds Inc Tenn Stock (MLR)	0.7	$475k	-20%	12k	40.42	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.6	$460k	-9%	1.9k	241.74	View chart
Nvidia Corporation Stock (NVDA)	0.6	$450k		2.4k	186.58	View chart
Verizon Communications Stock (VZ)	0.6	$440k		10k	43.95	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.6	$435k		11k	38.22	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	0.6	$421k	+18%	13k	31.84	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$418k		1.7k	243.10	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.6	$415k		3.7k	112.13	View chart
Johnson & Johnson Stock (JNJ)	0.5	$381k		2.1k	185.42	View chart
Fifth Third Bancorp Stock (FITB)	0.5	$375k		8.4k	44.55	View chart
Chord Energy Corporation Stock (CHRD)	0.5	$364k	-21%	3.7k	99.37	View chart
State Street Blackstone Senior Loan Etf Etf (SRLN)	0.5	$339k	+2%	8.1k	41.58	View chart
U Haul Holding Company Stock (UHAL)	0.5	$334k	-31%	5.9k	57.07	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.4	$271k	-3%	3.2k	84.11	View chart
Disney Walt Stock (DIS)	0.4	$262k		2.3k	114.50	View chart
Us Vegan Climate Etf Etf (VEGN)	0.4	$255k		4.3k	59.46	View chart
State Street Blackstone High Income Etf Etf (HYBL)	0.3	$242k		8.5k	28.65	View chart
Invesco S&p 500 Equal Weight Consumer Discretionary Etf Etf (RSPD)	0.3	$239k		10k	23.89	View chart
Gladstone Ld Corp Reit (LAND)	0.3	$235k	+14%	26k	9.16	View chart
Apple Stock (AAPL)	0.3	$233k		914.00	254.63	View chart
Ares Capital Corp Cef (ARCC)	0.3	$230k	+3%	11k	20.41	View chart
State Street Spdr Portfolio High Yield Bond Etf Etf (SPHY)	0.3	$202k	-5%	8.4k	23.94	View chart
Duke Energy Corp Stock (DUK)	0.2	$167k		1.3k	123.75	View chart
Spdr Gold Shares Etf (GLD)	0.2	$161k		454.00	355.47	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.2	$157k		13k	11.99	View chart
Dimensional U.s. Small Cap Etf Etf (DFAS)	0.2	$153k	+41%	2.2k	68.46	View chart
State Street Spdr Bloomberg High Yield Bond Etf Etf (JNK)	0.2	$147k		1.5k	97.99	View chart
Meta Platforms Inc Cl A Stock (META)	0.2	$135k	+21%	184.00	735.15	View chart
Energy Select Sector Spdr Fund Etf (XLE)	0.2	$125k		1.4k	89.35	View chart
Blue Owl Capital Corporation Cef (OBDC)	0.2	$123k	+44%	9.7k	12.77	View chart
Onemain Hldgs Stock (OMF)	0.2	$116k	-20%	2.1k	56.46	View chart
Mastercard Incorporated Cl A Stock (MA)	0.1	$98k		173.00	568.81	View chart
Jpmorgan Chase & Co Stock (JPM)	0.1	$93k	+28%	294.00	315.94	View chart
Visa Inc Com Cl A Stock (V)	0.1	$92k		268.00	341.38	View chart
Ishares U.s. Treasury Bond Etf Etf (GOVT)	0.1	$92k	NEW	4.0k	23.12	View chart
Broadcom Stock (AVGO)	0.1	$89k		270.00	329.91	View chart
Boston Scientific Corp Stock (BSX)	0.1	$86k		878.00	97.63	View chart
Intuit Stock (INTU)	0.1	$85k		124.00	682.91	View chart
Arista Networks Stock (ANET)	0.1	$85k		580.00	145.71	View chart
Oracle Corp Stock (ORCL)	0.1	$84k	-5%	300.00	281.24	View chart
Eaton Vance Tax-managed Divers Cef (ETY)	0.1	$82k		5.1k	15.90	View chart
Sixth Street Specialty Lending Cef (TSLX)	0.1	$79k	-3%	3.5k	22.86	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.1	$76k		430.00	176.87	View chart
Altria Group Stock (MO)	0.1	$76k	+8%	1.2k	66.06	View chart
Vanguard Mid-cap Etf Etf (VO)	0.1	$69k	+25%	235.00	293.74	View chart
State Street Spdr Portfolio Intermediate Term Corporate Bond Etf Etf (SPIB)	0.1	$66k	NEW	1.9k	33.89	View chart
Hancock John Tax-advantaged Di Cef (HTD)	0.1	$65k		2.6k	24.80	View chart
Motorola Solutions Stock (MSI)	0.1	$63k		138.00	457.29	View chart
Asml Holding N V N Y Registry Adr (ASML)	0.1	$62k		64.00	968.09	View chart
Caterpillar Stock (CAT)	0.1	$62k		129.00	477.15	View chart
Annaly Capital Management Reit (NLY)	0.1	$59k		2.9k	20.21	View chart
Vanguard Total Corporate Bond Etf Etf (VTC)	0.1	$58k		745.00	78.38	View chart
Dimensional World Ex U.s. Core Equity 2 Etf Etf (DFAX)	0.1	$58k	+8%	1.8k	31.38	View chart
Parker-hannifin Corp Stock (PH)	0.1	$56k		74.00	758.15	View chart
Philip Morris Intl Stock (PM)	0.1	$55k		338.00	162.20	View chart
Astrazeneca Adr (AZN)	0.1	$54k		698.00	76.72	View chart
Linde Stock (LIN)	0.1	$52k		109.00	475.00	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$52k		459.00	112.75	View chart
Abbott Labs Stock (ABT)	0.1	$52k	+48%	385.00	133.89	View chart
Devon Energy Corp Stock (DVN)	0.1	$45k	-12%	1.3k	35.06	View chart
Mcdonalds Corp Stock (MCD)	0.1	$44k		143.00	303.89	View chart
Invesco S&p Spin-off Etf Etf (CSD)	0.1	$42k		453.00	93.12	View chart
Monster Beverage Corp Stock (MNST)	0.1	$42k		620.00	67.31	View chart
Abbvie Stock (ABBV)	0.1	$41k	+76%	178.00	231.15	View chart
Vanguard Mega Cap Value Etf Etf (MGV)	0.1	$41k		297.00	137.74	View chart
Ares Management Corporation Cl A Com Stk Stock (ARES)	0.1	$40k		252.00	159.89	View chart
Procter And Gamble Stock (PG)	0.1	$40k		261.00	153.65	View chart
Costco Whsl Corp Stock (COST)	0.1	$40k		43.00	925.63	View chart
Eaton Corp Stock (ETN)	0.1	$40k		106.00	374.25	View chart
Eli Lilly & Co Stock (LLY)	0.1	$39k		51.00	763.00	View chart
Ge Aerospace Stock (GE)	0.1	$36k		120.00	300.82	View chart
Netflix Stock (NFLX)	0.1	$36k		30.00	1198.93	View chart
Mitsubishi Ufj Finl Group Adr (MUFG)	0.0	$35k		2.2k	15.94	View chart
Schwab Charles Corp Stock (SCHW)	0.0	$34k		358.00	95.47	View chart
Atmos Energy Corp Stock (ATO)	0.0	$33k		191.00	170.75	View chart
Ameriprise Finl Stock (AMP)	0.0	$32k		65.00	491.25	View chart
Martin Marietta Matls Stock (MLM)	0.0	$32k		50.00	630.28	View chart
Coca Cola Stock (KO)	0.0	$30k		458.00	66.32	View chart
Fiserv Stock (FI)	0.0	$30k		231.00	128.93	View chart
Walmart Stock (WMT)	0.0	$30k		288.00	103.06	View chart
General Dynamics Corp Stock (GD)	0.0	$30k		87.00	341.00	View chart
Cincinnati Finl Corp Stock (CINF)	0.0	$30k		187.00	158.10	View chart
Blackstone Stock (BX)	0.0	$30k		173.00	170.85	View chart
Vanguard S&p 500 Etf Etf (VOO)	0.0	$29k		48.00	612.90	View chart
Corteva Stock (CTVA)	0.0	$29k		430.00	67.63	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.0	$27k		535.00	50.27	View chart
Wells Fargo Stock (WFC)	0.0	$27k		320.00	83.82	View chart
Applied Matls Stock (AMAT)	0.0	$26k		126.00	204.74	View chart
Lennar Corp Cl A Stock (LEN)	0.0	$26k		204.00	126.04	View chart
Home Depot Stock (HD)	0.0	$24k		60.00	405.18	View chart
Phillips 66 Stock (PSX)	0.0	$24k		174.00	136.02	View chart
Aon Plc Shs Cl A Stock (AON)	0.0	$23k		64.00	356.58	View chart
Lam Research Corp Stock (LRCX)	0.0	$23k		170.00	133.90	View chart
Morgan Stanley Stock (MS)	0.0	$23k		142.00	158.96	View chart
Blackrock Stock (BLK)	0.0	$22k		19.00	1165.89	View chart
Invesco Preferred Etf Etf (PGX)	0.0	$22k		1.9k	11.60	View chart
Cisco Sys Stock (CSCO)	0.0	$22k		314.00	68.42	View chart
Intuitive Surgical Stock (ISRG)	0.0	$20k		45.00	447.22	View chart
Chevron Corp Stock (CVX)	0.0	$20k		129.00	155.29	View chart
Unitedhealth Group Stock (UNH)	0.0	$20k	-49%	58.00	345.29	View chart
Ubs Group Stock (UBS)	0.0	$20k		475.00	41.00	View chart
Rpm Intl Stock (RPM)	0.0	$19k		164.00	117.88	View chart
Merck & Co Stock (MRK)	0.0	$19k	-35%	222.00	83.93	View chart
Shell Plc Spon Ads Adr (SHEL)	0.0	$19k		258.00	71.53	View chart
Ferrari N V Stock (RACE)	0.0	$18k		37.00	485.22	View chart
Automatic Data Processing Stock (ADP)	0.0	$18k	+154%	61.00	293.57	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	0.0	$17k	NEW	351.00	49.01	View chart
Invesco Nasdaq 100 Etf Etf (QQQM)	0.0	$17k	NEW	68.00	247.71	View chart
Chubb Stock (CB)	0.0	$16k		58.00	282.26	View chart
Danaher Corporation Stock (DHR)	0.0	$16k	-33%	80.00	198.26	View chart
American Express Stock (AXP)	0.0	$16k		47.00	332.17	View chart
Alcon Ag Ord Stock (ALC)	0.0	$15k		205.00	74.51	View chart
Sap Se Adr (SAP)	0.0	$15k		57.00	267.21	View chart
International Business Machs Stock (IBM)	0.0	$15k		53.00	282.15	View chart
Novo-nordisk A S Adr (NVO)	0.0	$15k		268.00	55.49	View chart
Alphabet Inc Cap Stk Cl C Stock (GOOG)	0.0	$15k	-72%	60.00	243.55	View chart
Coterra Energy Stock (CTRA)	0.0	$14k		605.00	23.65	View chart
Corning Stock (GLW)	0.0	$14k		170.00	82.03	View chart
Unilever Adr (UL)	0.0	$14k		235.00	59.28	View chart
Vanguard Total Stock Market Etf Etf (VTI)	0.0	$14k		41.00	328.17	View chart
Relx Adr (RELX)	0.0	$13k		281.00	47.76	View chart
Starbucks Corp Stock (SBUX)	0.0	$13k		157.00	84.60	View chart
Sanofi Sa Adr (SNY)	0.0	$13k		271.00	47.20	View chart
Tjx Cos Stock (TJX)	0.0	$13k		88.00	144.55	View chart
Lloyds Banking Group Adr (LYG)	0.0	$13k		2.8k	4.54	View chart
Carnival Corp Paired Ctf Stock (CCL)	0.0	$12k		430.00	28.91	View chart
Banco Santander Adr (SAN)	0.0	$12k		1.2k	10.48	View chart
Lockheed Martin Corp Stock (LMT)	0.0	$12k		24.00	499.21	View chart
Ferguson Enterprises Stock (FERG)	0.0	$12k		53.00	224.58	View chart
Salesforce Stock (CRM)	0.0	$12k		50.00	237.00	View chart
Accenture Plc Ireland Shs Class A Stock (ACN)	0.0	$12k	-75%	48.00	246.60	View chart
Banco Bilbao Vizcaya Argentari Adr (BBVA)	0.0	$12k		612.00	19.25	View chart
Citigroup Stock (C)	0.0	$12k		115.00	101.50	View chart
Lowes Cos Stock (LOW)	0.0	$11k		45.00	251.31	View chart
Thermo Fisher Scientific Stock (TMO)	0.0	$11k		23.00	485.00	View chart
Stryker Corporation Stock (SYK)	0.0	$11k		30.00	369.67	View chart
Sony Group Corp Adr (SONY)	0.0	$11k		380.00	28.79	View chart
Amphenol Corp New Cl A Stock (APH)	0.0	$11k		88.00	123.75	View chart
Mckesson Corp Stock (MCK)	0.0	$11k		14.00	772.57	View chart
Kla Corp Stock (KLAC)	0.0	$11k		10.00	1078.60	View chart
Uber Technologies Stock (UBER)	0.0	$11k		110.00	97.97	View chart
Sphere Entertainment Co Cl A Stock (SPHR)	0.0	$11k		173.00	62.12	View chart
Simon Ppty Group Reit (SPG)	0.0	$11k		56.00	187.68	View chart
Ge Vernova Stock (GEV)	0.0	$11k		17.00	614.88	View chart
Nike Inc Cl B Stock (NKE)	0.0	$10k		148.00	69.73	View chart
Southern Stock (SO)	0.0	$10k		105.00	94.77	View chart
Marathon Pete Corp Stock (MPC)	0.0	$9.6k		50.00	192.74	View chart
United Rentals Stock (URI)	0.0	$9.5k		10.00	954.70	View chart
Cadence Design System Stock (CDNS)	0.0	$9.5k		27.00	351.26	View chart
Te Connectivity Plc Ord Stock (TEL)	0.0	$9.4k		43.00	219.53	View chart
Intercontinental Exchange Stock (ICE)	0.0	$9.3k		55.00	168.47	View chart
Servicenow Stock (NOW)	0.0	$9.2k		10.00	920.30	View chart
Natwest Group Plc Spons Adr (NWG)	0.0	$9.2k		648.00	14.15	View chart
Sumitomo Mitsui Finl Group Adr (SMFG)	0.0	$9.0k		540.00	16.74	View chart
Rtx Corporation Stock (RTX)	0.0	$9.0k		54.00	167.33	View chart
Amgen Stock (AMGN)	0.0	$9.0k		32.00	282.19	View chart
Hca Healthcare Stock (HCA)	0.0	$9.0k		21.00	426.19	View chart
Bristol-myers Squibb Stock (BMY)	0.0	$8.9k		198.00	45.10	View chart
Andersons Stock (ANDE)	0.0	$8.8k		220.00	39.81	View chart
BP Adr (BP)	0.0	$8.4k		245.00	34.46	View chart
Trane Technologies Stock (TT)	0.0	$8.4k		20.00	421.95	View chart
Progressive Corp Stock (PGR)	0.0	$8.4k		34.00	246.94	View chart
Johnson Ctls Intl Stock (JCI)	0.0	$8.2k		75.00	109.95	View chart
Welltower Reit (WELL)	0.0	$8.2k		46.00	178.13	View chart
Gilead Sciences Stock (GILD)	0.0	$8.1k		73.00	111.00	View chart
Advanced Micro Devices Stock (AMD)	0.0	$8.1k		50.00	161.80	View chart
Oreilly Automotive Stock (ORLY)	0.0	$8.1k		75.00	107.81	View chart
NVR Stock (NVR)	0.0	$8.0k		1.00	8035.00	View chart
Cencora Stock (COR)	0.0	$7.8k		25.00	312.52	View chart
Ing Groep Adr (ING)	0.0	$7.8k		299.00	26.08	View chart
State Str Corp Stock (STT)	0.0	$7.8k		67.00	116.01	View chart
Carrier Global Corporation Stock (CARR)	0.0	$7.6k		128.00	59.70	View chart
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)	0.0	$7.6k		252.00	30.29	View chart
Bhp Group Adr (BHP)	0.0	$7.5k		135.00	55.75	View chart
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)	0.0	$7.5k		135.00	55.33	View chart
Crowdstrike Hldgs Inc Cl A Stock (CRWD)	0.0	$7.4k	NEW	15.00	490.40	View chart
Northrop Grumman Corp Stock (NOC)	0.0	$7.3k		12.00	609.33	View chart
Prologis Reit (PLD)	0.0	$7.2k		63.00	114.52	View chart
T-mobile Us Stock (TMUS)	0.0	$7.2k		30.00	239.37	View chart
Comcast Corp New Cl A Stock (CMCSA)	0.0	$6.9k	-57%	219.00	31.42	View chart
Marsh & Mclennan Cos Stock (MMC)	0.0	$6.7k		33.00	201.52	View chart
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)	0.0	$6.5k		169.00	38.57	View chart
Ishares U.s. Digital Infrastructure And Real Estate Etf Etf (IDGT)	0.0	$6.5k	-86%	75.00	86.73	View chart
Ebay Stock (EBAY)	0.0	$6.5k		71.00	90.94	View chart
Deere & Co Stock (DE)	0.0	$6.4k		14.00	457.29	View chart
Idexx Labs Stock (IDXX)	0.0	$6.4k		10.00	638.90	View chart
Cummins Stock (CMI)	0.0	$6.3k		15.00	422.40	View chart
Ishares Jpx-nikkei 400 Etf Etf (JPXN)	0.0	$6.2k		73.00	85.23	View chart
Kimberly-clark Corp Stock (KMB)	0.0	$6.2k		50.00	124.34	View chart
Kroger Stock (KR)	0.0	$6.2k		92.00	67.41	View chart
Novartis Adr (NVS)	0.0	$6.2k		48.00	128.25	View chart
Conocophillips Stock (COP)	0.0	$6.1k		65.00	94.58	View chart
Bank New York Mellon Corp Stock (BK)	0.0	$6.1k		56.00	108.96	View chart
Workday Inc Cl A Stock (WDAY)	0.0	$6.0k		25.00	240.72	View chart
Marriott Intl Inc New Cl A Stock (MAR)	0.0	$6.0k		23.00	260.43	View chart
D R Horton Stock (DHI)	0.0	$5.9k		35.00	169.46	View chart
American Intl Group Stock (AIG)	0.0	$5.9k		75.00	78.55	View chart
Vertex Pharmaceuticals Stock (VRTX)	0.0	$5.9k		15.00	391.67	View chart
Metlife Stock (MET)	0.0	$5.8k		71.00	82.37	View chart
Dupont De Nemours Stock (DD)	0.0	$5.8k		75.00	77.91	View chart
Richardson Electrs Stock (RELL)	0.0	$5.8k		590.00	9.79	View chart
Kkr & Co Stock (KKR)	0.0	$5.7k		44.00	129.95	View chart
Hilton Worldwide Hldgs Stock (HLT)	0.0	$5.7k		22.00	259.45	View chart
Msci Stock (MSCI)	0.0	$5.7k		10.00	567.40	View chart
Analog Devices Stock (ADI)	0.0	$5.7k		23.00	245.70	View chart
United Airls Hldgs Stock (UAL)	0.0	$5.6k		58.00	96.50	View chart
Booking Holdings Stock (BKNG)	0.0	$5.4k	-50%	1.00	5399.00	View chart
Totalenergies Se Adr (TTE)	0.0	$5.4k		90.00	59.69	View chart
Honda Motor Ltd Adr Ech Cnv In 3 Adr (HMC)	0.0	$5.4k		174.00	30.80	View chart
Intel Corp Stock (INTC)	0.0	$5.0k		148.00	33.55	View chart
S&p Global Stock (SPGI)	0.0	$4.9k		10.00	486.70	View chart
Grainger W W Stock (GWW)	0.0	$4.8k		5.00	953.00	View chart
Hubspot Stock (HUBS)	0.0	$4.7k		10.00	467.80	View chart
Gallagher Arthur J & Co Stock (AJG)	0.0	$4.6k		15.00	309.73	View chart
Vulcan Matls Stock (VMC)	0.0	$4.6k		15.00	307.60	View chart
Capital Group International Focus Equity Etf Etf (CGXU)	0.0	$4.4k		148.00	29.62	View chart
Eog Res Stock (EOG)	0.0	$4.4k		39.00	112.13	View chart
Schwab Us Dividend Equity Etf Etf (SCHD)	0.0	$4.3k		156.00	27.31	View chart
Honeywell Intl Stock (HON)	0.0	$4.2k		20.00	210.50	View chart
Travelers Companies Stock (TRV)	0.0	$4.2k		15.00	279.20	View chart
Equinor Asa Adr (EQNR)	0.0	$4.2k		171.00	24.38	View chart
Vanguard Mega Cap Growth Etf Etf (MGK)	0.0	$4.0k		10.00	402.40	View chart
Freeport-mcmoran Inc Cl B Stock (FCX)	0.0	$4.0k		102.00	39.22	View chart
Consolidated Edison Stock (ED)	0.0	$3.9k		39.00	100.51	View chart
Chipotle Mexican Grill Stock (CMG)	0.0	$3.9k		100.00	39.19	View chart
American Tower Corp Reit (AMT)	0.0	$3.8k		20.00	192.30	View chart
Ishares 0-5 Year Tips Bond Etf Etf (STIP)	0.0	$3.8k		37.00	103.35	View chart
Anheuser Busch Inbev Sa Adr (BUD)	0.0	$3.8k		64.00	59.61	View chart
Ross Stores Stock (ROST)	0.0	$3.8k		25.00	152.40	View chart
Ishares Msci Eafe Value Etf Etf (EFV)	0.0	$3.7k		55.00	67.84	View chart
3M Stock (MMM)	0.0	$3.7k		24.00	155.17	View chart
Ishares U.s. Smallcap Equity Factor Etf Etf (SMLF)	0.0	$3.7k		50.00	74.36	View chart
Paccar Stock (PCAR)	0.0	$3.6k		37.00	98.32	View chart
Dimensional Global Real Estate Etf Etf (DFGR)	0.0	$3.5k		128.00	27.31	View chart
Slb Limited Com Stk Stock (SLB)	0.0	$3.4k		100.00	34.37	View chart
Old Dominion Freight Line Stock (ODFL)	0.0	$3.4k		24.00	140.79	View chart
Wisdomtree International Smallcap Dividend Fund Etf (DLS)	0.0	$3.3k		42.00	79.50	View chart
Woodside Energy Group Adr (WDS)	0.0	$3.3k		217.00	15.05	View chart
Enbridge Stock (ENB)	0.0	$3.2k		63.00	50.46	View chart
Textron Stock (TXT)	0.0	$3.1k		37.00	84.49	View chart
Pepsico Stock (PEP)	0.0	$3.1k	-79%	22.00	140.45	View chart
Bank America Corp Stock (BAC)	0.0	$3.1k	NEW	60.00	51.37	View chart
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)	0.0	$2.9k		40.00	71.38	View chart
Becton Dickinson & Co Stock (BDX)	0.0	$2.8k		15.00	187.20	View chart
State Street Ultra Short Term Bond Etf Etf (ULST)	0.0	$2.8k		68.00	40.69	View chart
Grupo Financiero Galicia Adr (GGAL)	0.0	$2.6k	-46%	96.00	27.56	View chart
Lyondellbasell Industries N V Shs - A - Stock (LYB)	0.0	$2.3k		47.00	49.04	View chart
Carmax Stock (KMX)	0.0	$1.8k		40.00	44.88	View chart
Otis Worldwide Corp Stock (OTIS)	0.0	$1.7k		19.00	91.42	View chart
Ge Healthcare Technologies Stock (GEHC)	0.0	$1.7k		23.00	75.09	View chart
Omnicom Group Stock (OMC)	0.0	$1.6k		20.00	81.55	View chart
Dominion Energy Stock (D)	0.0	$1.3k		22.00	61.18	View chart
Apartment Invt & Mgmt Co Cl A Reit (AIV)	0.0	$888.003200		112.00	7.93	View chart
Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)	0.0	$856.999500		15.00	57.13	View chart
Vanguard Ftse Emerging Markets Etf Etf (VWO)	0.0	$813.000000		15.00	54.20	View chart
Vanguard Small-cap Etf Etf (VB)	0.0	$762.999900		3.00	254.33	View chart
State Street Spdr Portfolio S&p 1500 Composite Stock Market Etf Etf (SPTM)	0.0	$645.000000		8.00	80.62	View chart
Spdr S&p International Small Cap Etf Etf (GWX)	0.0	$603.000000		15.00	40.20	View chart
Wisdomtree U.s. Smallcap Dividend Fund Etf (DES)	0.0	$573.000300		17.00	33.71	View chart
Financial Select Sector Spdr Fund Etf (XLF)	0.0	$553.000000		10.00	55.30	View chart
Schwab U.s. Broad Market Etf Etf (SCHB)	0.0	$510.000000		20.00	25.50	View chart
Ishares Global Reit Etf Etf (REET)	0.0	$460.000800		18.00	25.56	View chart
Resideo Technologies Stock (REZI)	0.0	$129.999900		3.00	43.33	View chart
Hasbro Stock (HAS)	0.0	$76.000000		1.00	76.00	View chart

Past Filings by Redmont Wealth Advisors

SEC 13F filings are viewable for Redmont Wealth Advisors going back to 2021

Redmont Wealth Advisors 2025 Q2 filed Nov. 17, 2025
Redmont Wealth Advisors 2025 Q3 filed Nov. 7, 2025
Redmont Wealth Advisors 2025 Q1 filed April 28, 2025
Redmont Wealth Advisors 2024 Q4 filed Jan. 17, 2025
Redmont Wealth Advisors 2024 Q3 filed Oct. 16, 2024
Redmont Wealth Advisors 2024 Q2 filed July 10, 2024
Redmont Wealth Advisors 2024 Q1 filed April 19, 2024
Redmont Wealth Advisors 2023 Q4 filed Jan. 31, 2024
Redmont Wealth Advisors 2023 Q3 filed Oct. 25, 2023
Redmont Wealth Advisors 2023 Q2 filed July 20, 2023
Redmont Wealth Advisors 2023 Q1 filed April 21, 2023
Redmont Wealth Advisors 2022 Q4 filed Feb. 14, 2023
Redmont Wealth Advisors 2022 Q3 filed Nov. 14, 2022
Redmont Wealth Advisors 2022 Q2 filed Aug. 15, 2022
Redmont Wealth Advisors 2022 Q1 filed May 16, 2022
Redmont Wealth Advisors 2021 Q4 filed Feb. 14, 2022

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z