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CIK: 0001910482
Total reported value
$66.0M
$66.0M
339 檔
33.3%
In Q2 2024, Redmont Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $66.0M, distributed across 339 disclosed stock positions.
During Q2 2024, Redmont Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 339 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 12.10% | +1.19% | -5.45% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 6.34% | +0.90% | -7.69% | |
| 3 | PFF | Ishares Preferred & Income S | ETF-Other | 6.29% | -1.46% | -1.10% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.21% | +0.54% | -4.34% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.64% | — | — | |
| 6 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 4.23% | +0.21% | -1.68% | |
| 7 | CSWC | Capital Southwest CORP | Stock-Other | 2.92% | -2.06% | -9.27% | |
| 8 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.68% | — | — | |
| 9 | SGC | Superior Group Of Cos Inc | Stock-Other | 1.68% | -0.16% | -25.72% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.66% | +0.65% | +1.63% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | -0.95% | -26.73% | |
| 12 | JEF | Jefferies Financial Group In | Stock-Financials | 1.50% | +0.07% | -18.61% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.43% | -0.20% | -15.07% | |
| 14 | WIREEUR | Encore Wire CORP | Stock-Other | 1.41% | — | -23.91% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.40% | — | -1.50% | |
| 16 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 1.20% | — | -60.16% | |
| 17 | CW | Curtiss-wright CORP | Stock-Industrials | 1.16% | — | -21.71% | |
| 18 | SLM | Slm CORP | Stock-Financials | 1.12% | — | — | |
| 19 | MLR | Miller Industries Inc/tenn | Stock-Other | 1.12% | — | -23.74% | |
| 20 | EZPW | Ezcorp Inc-cl A | Stock-Other | 1.10% | — | -17.40% | |
| 21 | MBCN | Middlefield Banc CORP | Stock-Other | 1.05% | +0.27% | -13.46% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 1.04% | -0.30% | — | |
| 23 | NRIM | Northrim Bancorp Inc | Stock-Other | 1.03% | +0.43% | -18.98% | |
| 24 | SCHW | Schwab (charles) CORP | Stock-Financials | 1.01% | — | -17.94% | |
| 25 | ANDE | Andersons Inc/the | Stock-Other | 0.99% | — | -17.01% | |
| 26 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 0.95% | +0.05% | -25.01% | |
| 27 | ESGRP | Enstar Group Limited - Deposita | Stock-Other | 0.95% | — | -21.53% | |
| 28 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.95% | -0.88% | -40.66% | |
| 29 | AL | Air Lease CORP | Stock-Other | 0.94% | -0.35% | -19.28% | |
| 30 | ALCO | Alico Inc | Stock-Other | 0.91% | +0.12% | -19.58% | |
| 31 | OZK | Bank Ozk | Stock-Financials | 0.88% | -0.86% | -23.14% | |
| 32 | CION | Cion Investment CORP | Stock-Other | 0.87% | — | — | |
| 33 | VOXP | Vox Populi ETF | ETF-Other | 0.86% | — | -43.95% | |
| 34 | RELL | Richardson Elec LTD | Stock-Other | 0.85% | — | -20.99% | |
| 35 | CALY | Callaway Golf Company | Stock-Other | 0.83% | — | -29.14% | |
| 36 | LAND | Gladstone Land CORP | Stock-Other | 0.82% | -0.25% | -16.89% | |
| 37 | AAPL | Apple Inc | Stock-Tech | 0.77% | — | -7.91% | |
| 38 | F | Ford Motor Co | Stock-Consumer Disc | 0.76% | — | -20.42% | |
| 39 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 0.76% | — | -20.64% | |
| 40 | UHAL | U-haul Holding Co | Stock-Other | 0.75% | -0.46% | -21.47% | |
| 41 | MCFT | Mastercraft Boat Holdings In | Stock-Other | 0.75% | -0.82% | -19.02% | |
| 42 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.74% | — | — | |
| 43 | SPHR | Sphere Entertainment Co | Stock-Comm Services | 0.71% | — | -16.06% | |
| 44 | EQC 6.5 PERP DBond | Equity Commonwealth | Bond | 0.70% | — | — | |
| 45 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.67% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.64% | — | +10.80% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | — | — | |
| 48 | AB | Alliancebernstein Holding LP | Stock-Other | 0.60% | — | — | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.60% | -0.40% | — | |
| 50 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.55% | +0.09% | — |
According to official SEC Form 13F filings, Redmont Wealth Advisors LLC reported a total U.S. public equity portfolio value of $66.0M across 339 disclosed positions in Q2 2024.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including RSP, NOBL, PFF) accounted for 33.3% of total reported equity market value during Q2 2024.
During Q2 2024, Redmont Wealth Advisors LLC's top holdings by market value included RSP (12.1%)、NOBL (6.3%)、PFF (6.3%). The largest single position, RSP, represented 12.1% of total portfolio value.
In Q2 2024, Redmont Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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