Redmont Wealth Advisors LLC Top Holdings and 13F Report (2025) About Redmont Wealth Advisors LLCInvestment ActivityRedmont Wealth Advisors LLC has $57.89 million in total holdings as of December 31, 2024.Redmont Wealth Advisors LLC owns shares of 63 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 3.51% of the portfolio was purchased this quarter.About 13.31% of the portfolio was sold this quarter.This quarter, Redmont Wealth Advisors LLC has purchased 322 new stocks and bought additional shares in 22 stocks.Redmont Wealth Advisors LLC sold shares of 20 stocks and completely divested from 259 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $8,017,694ProShares S&P 500 Aristocrats ETF $4,595,563iShares Preferred and Income Securities ETF $4,073,184SPDR S&P 500 ETF Trust $3,430,326Vanguard Short-Term Corporate Bond ETF $2,978,656 Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 7,538 shares (about $727.64K)SPDR S&P 500 ETF Trust 545 shares (about $319.41K)Invesco S&P 500 Equal Weight ETF 1,403 shares (about $245.85K)Patrick Industries 2,581 shares (about $214.43K)ProShares S&P 500 Aristocrats ETF 2,140 shares (about $213.04K) Largest Sales this Quarter JPMorgan Ultra-Short Income ETF 10,721 shares (about $540.02K)Vanguard High Dividend Yield ETF 4,099 shares (about $522.99K)iShares Russell 2000 Value ETF 1,870 shares (about $307.01K)Andersons 3,475 shares (about $140.81K)Jefferies Financial Group 1,401 shares (about $109.84K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRedmont Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$8,017,694$245,849 ▲3.2%45,75513.9%ETFNOBLProShares S&P 500 Aristocrats ETF$4,595,563$213,039 ▲4.9%46,1637.9%ETFPFFiShares Preferred and Income Securities ETF$4,073,184$100,451 ▲2.5%129,5547.0%ETFSPYSPDR S&P 500 ETF Trust$3,430,326$319,414 ▲10.3%5,8535.9%FinanceVCSHVanguard Short-Term Corporate Bond ETF$2,978,6560.0%38,1835.1%ETFAVIVAvantis International Large Cap Value ETF$2,623,053$114,646 ▲4.6%50,5414.5%ETFDVYiShares Select Dividend ETF$1,852,6330.0%14,1113.2%ETFCSWCCapital Southwest$1,460,609$37,509 ▼-2.5%66,9392.5%FinanceJEFJefferies Financial Group$1,084,194$109,838 ▼-9.2%13,8291.9%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,082,932$5,820 ▲0.5%13,7691.9%ETFQQQInvesco QQQ$1,071,903$9,201 ▼-0.9%2,0971.9%FinanceAVUVAvantis U.S. Small Cap Value ETF$1,046,482$727,643 ▲228.2%10,8411.8%ETFSLMSLM$947,2350.0%34,3451.6%FinanceBRK.BBerkshire Hathaway$917,892$2,266 ▼-0.2%2,0251.6%FinanceSGCSuperior Group of Companies$889,479$2,397 ▼-0.3%53,8101.5%Consumer DiscretionaryIEMGiShares Core MSCI Emerging Markets ETF$888,158$18,851 ▲2.2%17,0081.5%ETFCWCurtiss-Wright$880,787$25,551 ▲3.0%2,4821.5%AerospaceNRIMNorthrim BanCorp$851,183$935 ▼-0.1%10,9211.5%FinanceMLRMiller Industries$809,941$18,432 ▲2.3%12,3921.4%Auto/Tires/TrucksMBCNMiddlefield Banc$697,519$7,041 ▼-1.0%24,8671.2%FinanceFSTRL.B. Foster$679,5750.0%25,2631.2%Basic MaterialsEZPWEZCORP$656,886$27,031 ▼-4.0%53,7551.1%FinancePATKPatrick Industries$630,162$214,430 ▲51.6%7,5851.1%ConstructionRELLRichardson Electronics$607,317$421 ▼-0.1%43,2871.0%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$579,495$8,772 ▼-1.5%18,8271.0%ETFALAir Lease$573,313$193 ▲0.0%11,8921.0%TransportationXCEMColumbia EM Core ex-China ETF$559,322$1,006 ▲0.2%18,8961.0%ETFOZKBank OZK$556,491$6,368 ▼-1.1%12,4971.0%FinanceRVRBReverb ETF$538,4040.0%17,7130.9%ETFPBIPitney Bowes$527,412$644 ▲0.1%72,8470.9%Computer and TechnologyUHALU-Haul$510,851$415 ▲0.1%7,3940.9%TransportationCIONCION Investment$502,7510.0%44,1010.9%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$502,6010.0%6,4610.9%FinanceALCOAlico$482,661$24,971 ▼-4.9%18,6140.8%Consumer StaplesSPHRSphere Entertainment$476,582$524 ▲0.1%11,8200.8%Consumer DiscretionaryBCOBrink's$475,632$835 ▲0.2%5,1270.8%Business ServicesIWMiShares Russell 2000 ETF$464,012$2,651 ▲0.6%2,1000.8%FinanceMCFTMasterCraft Boat$460,5980.0%24,1530.8%Consumer DiscretionaryMSFTMicrosoft$456,4850.0%1,0830.8%Computer and TechnologyBATRKAtlanta Braves$445,729$153 ▲0.0%11,6500.8%Multi-Sector ConglomeratesVYMVanguard High Dividend Yield ETF$426,278$522,991 ▼-55.1%3,3410.7%ETFEWJiShares MSCI Japan ETF$421,8580.0%6,2870.7%ETFABAllianceBernstein$421,8250.0%11,3730.7%FinanceVZVerizon Communications$366,308$3,839 ▼-1.0%9,1600.6%Computer and TechnologyFITBFifth Third Bancorp$356,2940.0%8,4270.6%FinanceSSOProShares Ultra S&P500$341,8240.0%3,6950.6%ETFANDEAndersons$335,100$140,807 ▼-29.6%8,2700.6%Basic MaterialsGOOGLAlphabet$325,596$15,712 ▲5.1%1,7200.6%Computer and TechnologyNVDANVIDIA$323,6390.0%2,4100.6%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$308,604$4,465 ▲1.5%7,3950.5%ETFPBRPetróleo Brasileiro S.A. - Petrobras$304,422$4,565 ▼-1.5%23,6720.5%Oils/EnergyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$301,316$3,522 ▼-1.2%5,9880.5%FinanceIWNiShares Russell 2000 Value ETF$298,476$307,013 ▼-50.7%1,8180.5%ETFJNJJohnson & Johnson$296,760$4,194 ▼-1.4%2,0520.5%MedicalVCITVanguard Intermediate-Term Corporate Bond ETF$284,3970.0%3,5430.5%ETFDFAIDimensional International Core Equity Market ETF$268,8740.0%9,2080.5%ETFJPSTJPMorgan Ultra-Short Income ETF$263,888$540,016 ▼-67.2%5,2390.5%ETFARCCAres Capital$256,3980.0%11,7130.4%FinanceDISWalt Disney$254,3230.0%2,2840.4%Consumer DiscretionaryVEGNUS Vegan Climate ETF$230,1400.0%4,2810.4%ETFAAPLApple$228,8840.0%9140.4%Computer and TechnologyHYBLSPDR Blackstone High Income ETF$208,739$28 ▲0.0%7,3590.4%ETFMFICMidCap Financial Investment$176,0980.0%13,0540.3%FinanceLANDGladstone Land$0$483,651 ▼-100.0%00.0%FinanceCHRDChord Energy$0$467,395 ▼-100.0%00.0%Oils/EnergyEQUITY COMWLTH 6.5 CNV PFD D$0$454,502 ▼-100.0%00.0%REITOMFOneMain$0$175,242 ▼-100.0%00.0%FinanceDUKDuke Energy$0$134,901 ▼-100.0%00.0%UtilitiesETYEaton Vance Tax-Managed Diversified Equity Income Fund$0$95,049 ▼-100.0%00.0%Financial ServicesADBEAdobe$0$88,540 ▼-100.0%00.0%Computer and TechnologyMETAMeta Platforms$0$87,011 ▼-100.0%00.0%Computer and TechnologyMAMastercard$0$85,427 ▼-100.0%00.0%Business ServicesINTUIntuit$0$77,004 ▼-100.0%00.0%Computer and TechnologyVVisa$0$73,687 ▼-100.0%00.0%Business ServicesBSXBoston Scientific$0$73,576 ▼-100.0%00.0%MedicalACNAccenture$0$69,282 ▼-100.0%00.0%Computer and TechnologyUNHUnitedHealth Group$0$67,238 ▼-100.0%00.0%MedicalNLYAnnaly Capital Management$0$65,810 ▼-100.0%00.0%FinanceMSIMotorola Solutions$0$62,049 ▼-100.0%00.0%Computer and TechnologyHTDJohn Hancock Tax-Advantaged Dividend Income Fund$0$60,651 ▼-100.0%00.0%Financial ServicesVTCVanguard Total Corporate Bond Fund$0$59,079 ▼-100.0%00.0%ETFMRKMerck & Co., Inc.$0$56,780 ▼-100.0%00.0%MedicalANETArista Networks$0$55,654 ▼-100.0%00.0%Computer and TechnologySCHWCharles Schwab$0$54,959 ▼-100.0%00.0%FinanceAZNAstraZeneca$0$54,381 ▼-100.0%00.0%MedicalORCLOracle$0$54,358 ▼-100.0%00.0%Computer and TechnologyXOMExxon Mobil$0$53,804 ▼-100.0%00.0%Oils/EnergyASMLASML$0$53,328 ▼-100.0%00.0%Computer and TechnologyLINDE PLC SHS$0$51,978 ▼-100.0%00.0%StockCATCaterpillar$0$50,454 ▼-100.0%00.0%Industrial ProductsJPMJPMorgan Chase & Co.$0$48,076 ▼-100.0%00.0%FinancePHParker-Hannifin$0$46,755 ▼-100.0%00.0%Industrial ProductsAVGOBroadcom$0$46,575 ▼-100.0%00.0%Computer and TechnologyPGProcter & Gamble$0$45,205 ▼-100.0%00.0%Consumer StaplesLLYEli Lilly and Company$0$45,183 ▼-100.0%00.0%MedicalVOVanguard Mid-Cap ETF$0$43,796 ▼-100.0%00.0%ETFMCDMcDonald's$0$43,545 ▼-100.0%00.0%Retail/WholesaleIYHiShares U.S. Healthcare ETF$0$41,925 ▼-100.0%00.0%ETFFIFiserv$0$41,499 ▼-100.0%00.0%Business ServicesDFAXDimensional World ex U.S. Core Equity 2 ETF$0$38,543 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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