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CIK: 0001910482
Total reported value
$66.0M
$66.0M
304 檔
35.4%
According to the latest 13F quarterly dataset, Redmont Wealth Advisors LLC managed an equity portfolio of $66.0M at the end of Q2 2025, spanning 304 distinct U.S. exchange-listed positions.
In Q2 2025, Redmont Wealth Advisors LLC displayed an active expansion posture, initiating 8 new positions and adding to 35 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 304 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 12.71% | +1.19% | +6.47% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-Large Cap & Growth | 6.97% | +0.90% | +0.40% | |
| 3 | PFF | Ishares Preferred & Income S | ETF-Other | 5.29% | -1.46% | -8.98% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.89% | +0.54% | +18.69% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 4.45% | — | — | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 3.41% | +1.00% | +14.77% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-Other | 2.75% | — | — | |
| 8 | CSWC | Capital Southwest CORP | Stock-Other | 2.19% | -2.06% | +26.56% | |
| 9 | CW | Curtiss-wright CORP | Stock-Industrials | 1.79% | — | +16.32% | |
| 10 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.79% | +0.65% | +9.80% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.77% | -0.95% | +155.00% | |
| 12 | SLM | Slm CORP | Stock-Financials | 1.65% | — | — | |
| 13 | AVIV | Avantis Int Lrg Cap Val ETF | ETF-Other | 1.57% | +0.21% | +833.06% | |
| 14 | NRIM | Northrim Bancorp Inc | Stock-Other | 1.50% | +0.43% | +49.95% | |
| 15 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.50% | — | +468.26% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 1.49% | — | -5.75% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.46% | -0.20% | +56.45% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.45% | — | +113.03% | |
| 19 | MRP | Millrose Properties | Stock-Real Estate | 1.31% | -0.07% | — | |
| 20 | PBI | Pitney Bowes Inc | Stock-Other | 1.23% | +0.01% | +35.13% | |
| 21 | JEF | Jefferies Financial Group In | Stock-Financials | 1.22% | +0.07% | +53.97% | |
| 22 | MBCN | Middlefield Banc CORP | Stock-Other | 1.17% | +0.27% | +45.77% | |
| 23 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 1.08% | +0.05% | +50.58% | |
| 24 | EZPW | Ezcorp Inc-cl A | Stock-Other | 1.05% | — | +64.15% | |
| 25 | AL | Air Lease CORP | Stock-Other | 1.02% | -0.35% | +66.54% | |
| 26 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.98% | -0.37% | +16.56% | |
| 27 | OZK | Bank Ozk | Stock-Financials | 0.97% | -0.86% | +46.80% | |
| 28 | XCEM | Columbia Em Core Ex-china | ETF-Emerging Markets | 0.96% | -0.88% | +1.73% | |
| 29 | MLR | Miller Industries Inc/tenn | Stock-Other | 0.96% | — | +30.83% | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.95% | +2.46% | +68.12% | |
| 31 | BATRK | Atlanta Braves Holdings In-c | Stock-Other | 0.92% | — | +85.08% | |
| 32 | ALCO | Alico Inc | Stock-Other | 0.91% | +0.12% | +47.08% | |
| 33 | FSTR | Foster (lb) Co-a | Stock-Other | 0.88% | — | +31.61% | |
| 34 | SGC | Superior Group Of Cos Inc | Stock-Other | 0.88% | -0.16% | +31.85% | |
| 35 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 0.84% | -0.68% | — | |
| 36 | VOXP | Vox Populi ETF | ETF-Other | 0.84% | — | — | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.79% | -0.30% | +646.90% | |
| 38 | DLN | Wisdomtree US Largecap Divid | ETF-Other | 0.78% | — | — | |
| 39 | MCFT | Mastercraft Boat Holdings In | Stock-Other | 0.76% | -0.82% | +65.12% | |
| 40 | UHAL | U-haul Holding Co | Stock-Other | 0.76% | -0.46% | +74.90% | |
| 41 | BCO | Brink's Co/the | Stock-Industrials | 0.75% | -0.28% | +40.29% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.69% | — | — | |
| 43 | NCLH | Norwegian Cruise Line Holdings Ltd. | Stock-Consumer Disc | 0.69% | +0.01% | +28.42% | |
| 44 | BUSE | First Busey CORP | Stock-Other | 0.68% | — | +37.90% | |
| 45 | AB | Alliancebernstein Holding LP | Stock-Other | 0.68% | — | — | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.66% | — | — | |
| 47 | CHRD | Chord Energy CORP | Stock-Energy | 0.66% | — | +47.81% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.64% | -0.40% | — | |
| 49 | NVDA | Nvidia CORP | Stock-Tech | 0.56% | -0.63% | EXIT | |
| 50 | SSO | Proshares Ultra S&p500 | ETF-Other | 0.53% | — | +0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVIV | Avantis Int Lrg Cap Val ETF | +1.4% | +833.06% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +1.2% | +468.26% | Add |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +1% | +155.00% | Add |
| 4 | MSFT | Microsoft CORP | +0.7% | +646.90% | Add |
| 5 | VYM | Vanguard High Dvd Yield ETF | +0.6% | +113.03% | Add |
| 6 | CW | Curtiss-wright CORP | +0.5% | +16.32% | Add |
| 7 | NRIM | Northrim Bancorp Inc | +0.5% | +49.95% | Add |
| 8 | DIS | Walt Disney Co/the | +0.4% | +228300.00% | Add |
| 9 | BATRK | Atlanta Braves Holdings In-c | +0.4% | +85.08% | Add |
| 10 | AL | Air Lease CORP | +0.4% | +66.54% | Add |
| 11 | PBI | Pitney Bowes Inc | +0.2% | +35.13% | Add |
| 12 | PATK | Patrick Industries Inc | +0.2% | +50.58% | Add |
| 13 | JPST | Jpmorgan Ultra-short Income | +0.2% | +68.12% | Add |
| 14 | MCFT | Mastercraft Boat Holdings In | +0.2% | +65.12% | Add |
| 15 | JEF | Jefferies Financial Group In | +0.2% | +53.97% | Add |
| 16 | MBCN | Middlefield Banc CORP | +0.2% | +45.77% | Add |
| 17 | OZK | Bank Ozk | +0.2% | +46.80% | Add |
| 18 | ALCO | Alico Inc | +0.2% | +47.08% | Add |
| 19 | EZPW | Ezcorp Inc-cl A | +0.2% | +64.15% | Add |
| 20 | UHAL | U-haul Holding Co | +0.1% | +74.90% | Add |
| 21 | META | Meta Platforms Inc-class A | +0.1% | +660.00% | Add |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +56.45% | Add |
| 23 | SPHY | Ss Spdr P High Yield ETF | +0.1% | +96.91% | Add |
| 24 | FSTR | Foster (lb) Co-a | +0.1% | +31.61% | Add |
| 25 | BCO | Brink's Co/the | +0.1% | +40.29% | Add |
| 26 | BUSE | First Busey CORP | +0.1% | +37.90% | Add |
| 27 | MLR | Miller Industries Inc/tenn | 0% | +30.83% | Add |
| 28 | NCLH | Norwegian Cruise Line Holdings Ltd. | 0% | +28.42% | Add |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +18.69% | Add |
| 30 | SGC | Superior Group Of Cos Inc | -0.1% | +31.85% | Add |
| 31 | XCEM | Columbia Em Core Ex-china | -0.1% | +1.73% | Add |
| 32 | CSWC | Capital Southwest CORP | -0.1% | +26.56% | Add |
| 33 | DFAI | Dimensional International Co | -0.2% | +14.77% | Add |
| 34 | SPHR | Sphere Entertainment Co | -0.2% | -95.45% | Trim |
| 35 | SLM | Slm CORP | -0.3% | — | Unchanged |
| 36 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.3% | +9.80% | Add |
| 37 | USFR | Wisdomtree Floating Rate Tre | -0.4% | -89.16% | Trim |
| 38 | RELL | Richardson Elec LTD | -0.6% | -97.97% | Trim |
| 39 | ANDE | Andersons Inc/the | -0.8% | -97.57% | Trim |
| 40 | RSP | Invesco S&p 500 Equal Weight | -2.4% | +6.47% | Add |
| 41 | PFF | Ishares Preferred & Income S | -2.4% | -8.98% | Trim |
| 42 | MRP | Millrose Properties | — | NEW | New buy |
| 43 | VOXP | Vox Populi ETF | — | NEW | New buy |
| 44 | EWJ | Ishares Msci Japan ETF | — | NEW | New buy |
| 45 | NVDA | Nvidia CORP | — | NEW | New buy |
| 46 | CION | Cion Investment CORP | — | EXIT | Sold out |
| 47 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 48 | RSPD | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 49 | AAPL | Apple Inc | — | NEW | New buy |
| 50 | INTU | Intuit Inc | — | NEW | New buy |
According to official SEC Form 13F filings, Redmont Wealth Advisors LLC reported a total U.S. public equity portfolio value of $66.0M across 304 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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 35.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
MRP
市值: $890.9K
Top Position Liquidated / Trimmed
CION
前期市值: $322.4K
During Q2 2025, Redmont Wealth Advisors LLC's top holdings by market value included RSP (12.7%)、NOBL (7.0%)、PFF (5.3%). The largest single position, RSP, represented 12.7% of total portfolio value.
In Q2 2025, Redmont Wealth Advisors LLC made 49 total portfolio adjustments, initiating 8 new buys, adding to 35 positions, trimming 5 holdings, and fully liquidating 1 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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