Redmont Wealth Advisors

Redmont Wealth Advisors as of Dec. 31, 2023

Portfolio Holdings for Redmont Wealth Advisors

Redmont Wealth Advisors holds 67 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 13.0 $8.9M 57k 157.80
Proshares Tr S&p 500 Dv Arist (NOBL) 7.3 $5.0M 53k 95.20
Ishares Tr Rus 2000 Val Etf (IWN) 4.9 $3.4M 22k 155.33
Ishares Tr Pfd And Incm Sec (PFF) 4.6 $3.2M 102k 31.19
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 4.2 $2.9M 37k 77.37
American Centy Etf Tr International Lr (AVIV) 3.9 $2.7M 52k 51.48
Vanguard Scottsdale Fds Int-term Corp (VCIT) 3.3 $2.2M 28k 81.28
Apple (AAPL) 3.0 $2.1M 11k 192.52
Ishares Tr Select Divid Etf (DVY) 2.9 $2.0M 17k 117.22
Capital Southwest Corporation (CSWC) 2.8 $1.9M 80k 23.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.5 $1.7M 3.6k 475.36
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $1.2M 2.9k 409.55
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 1.6 $1.1M 22k 50.23
Superior Uniform (SGC) 1.5 $1.0M 78k 13.50
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.5 $1.0M 2.9k 356.66
Jefferies Finl Group (JEF) 1.4 $958k 24k 40.41
Middlefield Banc Corp Com New (MBCN) 1.3 $907k 28k 32.37
Andersons (ANDE) 1.3 $895k 16k 57.54
Encore Wire Corporation (WIRE) 1.3 $891k 4.2k 213.60
Vanguard Whitehall Fds High Div Yld (VYM) 1.2 $851k 7.6k 111.63
Ishares Core Msci Emkt (IEMG) 1.2 $840k 17k 50.58
Bank Ozk (OZK) 1.2 $824k 17k 49.83
Northrim Ban (NRIM) 1.2 $812k 14k 57.21
Ali (ALCO) 1.2 $809k 28k 29.08
Curtiss-Wright (CW) 1.2 $795k 3.6k 222.80
Patrick Industries (PATK) 1.1 $746k 7.4k 100.35
Enstar Group SHS (ESGR) 1.1 $738k 2.5k 294.35
Richardson Electronics (RELL) 1.1 $734k 55k 13.35
Miller Inds Inc Tenn Com New (MLR) 1.1 $728k 17k 42.29
Advisors Ser Tr Reverb Etf (RVRB) 1.1 $724k 29k 24.82
Ezcorp Cl A Non Vtg (EZPW) 1.0 $710k 81k 8.74
Charles Schwab Corporation (SCHW) 1.0 $691k 10k 68.80
Amer (UHAL) 1.0 $660k 9.2k 71.80
Air Lease Corp Cl A (AL) 1.0 $654k 16k 41.94
Callaway Golf Company (MODG) 0.9 $648k 45k 14.34
Gladstone Ld (LAND) 0.9 $647k 45k 14.45
Douglas Dynamics (PLOW) 0.9 $638k 22k 29.68
Ishares Tr Russell 2000 Etf (IWM) 0.9 $619k 3.1k 200.71
Select Sector Spdr Tr Energy (XLE) 0.9 $609k 7.3k 83.84
Microsoft Corporation (MSFT) 0.9 $606k 1.6k 376.13
Columbia Etf Tr Ii Em Core Ex Etf (XCEM) 0.9 $605k 20k 30.27
Ford Motor Company (F) 0.9 $589k 48k 12.19
Atlanta Braves Hldgs Com Ser C (BATRK) 0.9 $585k 15k 39.58
Cannae Holdings (CNNE) 0.8 $562k 29k 19.51
National Health Investors (NHI) 0.8 $549k 9.8k 55.85
Sphere Entertainment Cl A (SPHR) 0.7 $457k 13k 33.96
Equity Comwlth 6.5% CNV PFD D (EQC.PD) 0.7 $452k 18k 25.13
Wisdomtree Tr Us Largecap Divd (DLN) 0.6 $429k 6.5k 66.38
Ishares Msci Jpn Etf New (EWJ) 0.6 $389k 6.1k 64.14
Walt Disney Company (DIS) 0.5 $369k 4.1k 90.29
Wisdomtree Tr Floatng Rat Trea (USFR) 0.5 $357k 7.1k 50.24
Alliancebernstein Hldg Unit Ltd Partn (AB) 0.5 $353k 11k 31.03
Verizon Communications (VZ) 0.5 $349k 9.3k 37.70
Johnson & Johnson (JNJ) 0.5 $338k 2.2k 156.74
Royal Caribbean Cruises (RCL) 0.5 $324k 2.5k 129.49
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.4 $296k 7.1k 41.93
Fifth Third Ban (FITB) 0.4 $291k 8.4k 34.49
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.4 $264k 9.2k 28.64
Ares Capital Corporation (ARCC) 0.4 $261k 13k 20.03
Proshares Tr Pshs Ult S&p 500 (SSO) 0.3 $240k 3.7k 65.07
Ssga Active Tr Spdr Blackstone (HYBL) 0.3 $238k 8.5k 28.13
Alphabet Cap Stk Cl A (GOOGL) 0.3 $229k 1.6k 139.69
Apollo Tactical Income Fd In (AIF) 0.3 $219k 16k 13.96
Las Vegas Sands (LVS) 0.3 $212k 4.3k 49.21
Onemain Holdings (OMF) 0.3 $209k 4.3k 49.20
Goldman Sachs (GS) 0.3 $201k 520.00 385.91
JPMorgan Chase & Co. (JPM) 0.3 $200k 1.2k 170.10