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Redmont Wealth Advisors

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

Top 5 stock holdings are RSP, NOBL, PFF, SPY, VCSH, and represent 39.90% of Redmont Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: AVUV, SPY, RSP, PATK, NOBL, AVIV, PFF, CW, IEMG, MLR.
Reduced shares in these 10 stocks: JPST, VYM, LAND, CHRD, Eqc 6 1/2 12/31/49, IWN, OMF, ANDE, , JEF.
Sold out of its positions in ABT, ABBV, ADBE, AMD, GOOG, MO, AXP, AIG, AMT, COR.
Redmont Wealth Advisors was a net seller of stock by $-5.7M.
Redmont Wealth Advisors has $58M in assets under management (AUM), dropping by -10.43%.
Central Index Key (CIK): 0001910482

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Portfolio Holdings for Redmont Wealth Advisors

Redmont Wealth Advisors holds 63 positions in its portfolio as reported in the December 2024 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)	13.9	$8.0M	+3%	46k	175.23	View chart
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)	7.9	$4.6M	+4%	46k	99.55	View chart
Ishares Preferred & Income Securities Etf Etf (PFF)	7.0	$4.1M	+2%	130k	31.44	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	5.9	$3.4M	+10%	5.9k	586.08	View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH)	5.1	$3.0M		38k	78.01	View chart
Avantis International Large Cap Value Etf Etf (AVIV)	4.5	$2.6M	+4%	51k	51.90	View chart
Ishares Select Dividend Etf Etf (DVY)	3.2	$1.9M		14k	131.29	View chart
Capital Southwest Corp Cef (CSWC)	2.5	$1.5M	-2%	67k	21.82	View chart
Jefferies Finl Group Stock (JEF)	1.9	$1.1M	-9%	14k	78.40	View chart
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)	1.9	$1.1M		14k	78.65	View chart
Invesco Qqq Trust Series I Etf (QQQ)	1.9	$1.1M		2.1k	511.16	View chart
Avantis U.s. Small Cap Value Etf Etf (AVUV)	1.8	$1.0M	+228%	11k	96.53	View chart
Slm Corp Stock (SLM)	1.6	$947k		34k	27.58	View chart
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)	1.6	$918k		2.0k	453.28	View chart
Superior Group Of Stock (SGC)	1.5	$890k		54k	16.53	View chart
Ishares Core Msci Emerging Markets Etf Etf (IEMG)	1.5	$888k	+2%	17k	52.22	View chart
Curtiss Wright Corp Stock (CW)	1.5	$881k	+2%	2.5k	354.87	View chart
Northrim Bancorp Stock (NRIM)	1.5	$851k		11k	77.94	View chart
Miller Inds Inc Tenn Stock (MLR)	1.4	$810k	+2%	12k	65.36	View chart
Middlefield Banc Corp Stock (MBCN)	1.2	$698k		25k	28.05	View chart
Foster L B Stock (FSTR)	1.2	$680k		25k	26.90	View chart
Ezcorp Inc Cl A Non Vtg Stock (EZPW)	1.1	$657k	-3%	54k	12.22	View chart
Patrick Inds Stock (PATK)	1.1	$630k	+51%	7.6k	83.08	View chart
Richardson Electrs Stock (RELL)	1.0	$607k		43k	14.03	View chart
Dimensional Us Small Cap Value Etf Etf (DFSV)	1.0	$580k		19k	30.78	View chart
Air Lease Corp Cl A Stock (AL)	1.0	$573k		12k	48.21	View chart
Columbia Em Core Ex-china Etf Etf (XCEM)	1.0	$559k		19k	29.60	View chart
Bank Ozk Little Rock Ark Stock (OZK)	1.0	$557k		13k	44.53	View chart
Reverb Etf Etf (RVRB)	0.9	$538k		18k	30.40	View chart
Pitney Bowes Stock (PBI)	0.9	$527k		73k	7.24	View chart
U Haul Holding Company Stock (UHAL)	0.9	$511k		7.4k	69.09	View chart
Cion Invt Corp Stock (CION)	0.9	$503k		44k	11.40	View chart
Wisdomtree U.s. Largecap Dividend Fund Etf (DLN)	0.9	$503k		6.5k	77.79	View chart
Alico Stock (ALCO)	0.8	$483k	-4%	19k	25.93	View chart
Sphere Entertainment Co Cl A Stock (SPHR)	0.8	$477k		12k	40.32	View chart
Brinks Stock (BCO)	0.8	$476k		5.1k	92.77	View chart
Ishares Russell 2000 Etf Etf (IWM)	0.8	$464k		2.1k	220.96	View chart
Mastercraft Boat Hldgs Stock (MCFT)	0.8	$461k		24k	19.07	View chart
Microsoft Corp Stock (MSFT)	0.8	$457k		1.1k	421.50	View chart
Atlanta Braves Hldgs Inc Com Ser C Stock (BATRK)	0.8	$446k		12k	38.26	View chart
Vanguard High Dividend Yield Index Etf Etf (VYM)	0.7	$426k	-55%	3.3k	127.59	View chart
Ishares Msci Japan Etf Etf (EWJ)	0.7	$422k		6.3k	67.10	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Stock (AB)	0.7	$422k		11k	37.09	View chart
Verizon Communications Stock (VZ)	0.6	$366k		9.2k	39.99	View chart
Fifth Third Bancorp Stock (FITB)	0.6	$356k		8.4k	42.28	View chart
Proshares Ultra S&p 500 Etf (SSO)	0.6	$342k		3.7k	92.51	View chart
Andersons Stock (ANDE)	0.6	$335k	-29%	8.3k	40.52	View chart
Alphabet Inc Cap Stk Cl A Stock (GOOGL)	0.6	$326k	+5%	1.7k	189.30	View chart
Nvidia Corporation Stock (NVDA)	0.6	$324k		2.4k	134.29	View chart
Spdr Blackstone Senior Loan Etf Etf (SRLN)	0.5	$309k		7.4k	41.73	View chart
Petroleo Brasileiro Sa Petrobr Adr (PBR)	0.5	$304k		24k	12.86	View chart
Wisdomtree Floating Rate Treasury Fund Etf (USFR)	0.5	$301k		6.0k	50.32	View chart
Ishares Russell 2000 Value Etf Etf (IWN)	0.5	$299k	-50%	1.8k	164.18	View chart
Johnson & Johnson Stock (JNJ)	0.5	$297k		2.1k	144.62	View chart
Vanguard Intermediate-term Corporate Bond Etf Etf (VCIT)	0.5	$284k		3.5k	80.27	View chart
Dimensional International Core Equity Market Etf Etf (DFAI)	0.5	$269k		9.2k	29.20	View chart
Jpmorgan Ultra-short Income Etf Etf (JPST)	0.5	$264k	-67%	5.2k	50.37	View chart
Ares Capital Corp Cef (ARCC)	0.4	$256k		12k	21.89	View chart
Disney Walt Stock (DIS)	0.4	$254k		2.3k	111.35	View chart
Us Vegan Climate Etf Etf (VEGN)	0.4	$230k		4.3k	53.76	View chart
Apple Stock (AAPL)	0.4	$229k		914.00	250.42	View chart
Spdr Blackstone High Income Etf Etf (HYBL)	0.4	$209k		7.4k	28.37	View chart
Midcap Financial Invstmnt Corp Cef (MFIC)	0.3	$176k		13k	13.49	View chart

Past Filings by Redmont Wealth Advisors

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

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

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