Redmont Wealth Advisors LLC Incresed Positions in Q3 2025

Redmont Wealth Advisors LLC

  • $67.2 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
28.9K
+ 380.94%
$50.47 - $50.74 $1.46M - $1.47M
36.5K $1.85M
SPY
Spdr S&P 500 ETF Trust

ETFs
895
+ 19.7%
$617.65 - $666.84 $553K - $597K
5.44K $3.62M
AVIV
American Centy ETF Tr Avantis
15.4K
+ 833.6%
$61.83 - $67.44 $952K - $1.04M
17.3K $1.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.29K
+ 150.47%
$546.99 - $602.2 $708K - $779K
2.15K $1.29M
IEMG
Ishares Inc

ETFs
14K
+ 468.26%
N/A
17K $912K
DFAI
Dimensional ETF Tr

ETFs
9.99K
+ 17.08%
$34.05 - $36.55 $340K - $365K
68.5K $2.49M
EZPW
Ezcorp Inc

Financial Services
20.9K
+ 66.38%
$13.13 - $19.15 $275K - $401K
52.4K $998K
CW
Curtiss Wright Corp

Industrials
68
+ 3.16%
$472.43 - $542.94 $32.1K - $36.9K
2.22K $1.2M
MSFT
Microsoft Corp

Technology
938
+ 646.9%
$491.09 - $535.64 $461K - $502K
1.08K $560K
NRIM
Northrim Bancorp Inc

Financial Services
36.6K
+ 499.78%
$21.72 - $99.49 $795K - $3.64M
44K $954K
AL
Air Lease Corp

Industrials
4.75K
+ 66.54%
$54.35 - $64.28 $258K - $305K
11.9K $756K
PATK
Patrick Industries Inc

Consumer Cyclical
2.69K
+ 50.58%
$95.3 - $116.04 $256K - $312K
8K $827K
PBI
Pitney Bowes Inc

Industrials
19.9K
+ 35.13%
$10.92 - $12.79 $217K - $255K
76.5K $873K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
753
+ 57.44%
$459.11 - $506.91 $346K - $382K
2.06K $1.04M
FSTR
Foster L B CO

Industrials
6.58K
+ 31.61%
$22.08 - $27.99 $145K - $184K
27.4K $726K
MCFT
Master Craft Boat Holdings, Inc.

Consumer Cyclical
11K
+ 65.01%
$18.45 - $23.8 $202K - $261K
27.8K $596K
OZK
Bank Ozk

Financial Services
4.28K
+ 44.79%
$47.4 - $53.14 $203K - $227K
13.8K $704K
CSWC
Capital Southwest Corp

Financial Services
14.3K
+ 26.58%
$21.86 - $23.33 $312K - $333K
67.9K $1.48M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
7.29K
+ 40.32%
$20.98 - $26.94 $153K - $196K
25.4K $624K
FLTR
Vaneck ETF Tr Investment Grade

ETFs
10.4K
+ 46.04%
$25.39 - $25.57 $264K - $266K
33K $842K
DIS
Walt Disney CO

Communication Services
2.28K
+ 228300.0%
$112.25 - $124.0 $256K - $283K
2.28K $261K
ALCO
Alico, Inc.

Consumer Defensive
5.81K
+ 45.16%
$32.06 - $34.87 $186K - $203K
18.7K $632K
BUSE
First Busey Corp

Financial Services
5.88K
+ 39.94%
$22.08 - $25.14 $130K - $148K
20.6K $476K
BCO
Brinks CO

Industrials
187
+ 4.6%
$85.19 - $117.52 $15.9K - $22K
4.25K $496K
XCEM
Columbia ETF Tr Ii

ETFs
326
+ 1.73%
$33.85 - $36.86 $11K - $12K
19.2K $698K
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
14K
+ 31.85%
$9.55 - $13.51 $134K - $190K
58.1K $617K
HYG
Ishares Tr

ETFs
1.25K
+ 9.05%
$79.85 - $81.32 $99.5K - $101K
15K $1.22M
META
Meta Platforms, Inc.

Communication Services
164
+ 820.0%
$695.21 - $791.73 $114K - $130K
184 $135K
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.61K
+ 24.61%
$29.2 - $32.74 $76.2K - $85.5K
13.2K $420K
SSO
Proshares Ultra S&P 500

ETFs
6
+ 0.16%
$97.48 - $112.71 $585 - $676
3.7K $414K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.48K
+ 194.09%
$63.41 - $69.69 $93.8K - $103K
2.24K $153K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
3.9K
+ 86.11%
$23.54 - $23.97 $91.8K - $93.5K
8.43K $201K
V
Visa Inc.

Financial Services
251
+ 1476.47%
$332.09 - $358.86 $83.4K - $90.1K
268 $91K
MA
Mastercard Inc

Financial Services
145
+ 517.86%
$550.18 - $598.96 $79.8K - $86.8K
173 $98K
JPM
Jpmorgan Chase & CO

Financial Services
225
+ 326.09%
$282.78 - $316.06 $63.6K - $71.1K
294 $92K
TFLO
Ishares Treasury Floating Rate

ETFs
1.49K
+ 13.07%
$50.45 - $50.65 $75K - $75.3K
12.9K $650K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
269
+ 0.57%
$101.12 - $106.18 $27.2K - $28.6K
47.2K $4.87M
JNJ
Johnson & Johnson

Healthcare
116
+ 5.99%
$155.17 - $185.42 $18K - $21.5K
2.05K $380K
ORCL
Oracle Corp

Technology
105
+ 53.85%
$218.96 - $328.33 $23K - $34.5K
300 $84K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
38
+ 1.09%
$132.9 - $142.03 $5.05K - $5.4K
3.53K $497K
ORCC
Owl Rock Capital Corp

Financial Services
2.98K
+ 44.63%
N/A
9.66K $129K
PG
Procter & Gamble CO

Consumer Defensive
215
+ 467.39%
$150.47 - $161.22 $32.4K - $34.7K
261 $40K
CAT
Caterpillar Inc

Industrials
29
+ 29.0%
$390.92 - $477.15 $11.3K - $13.8K
129 $61K
XOM
Exxon Mobil Corp

Energy
261
+ 131.82%
$105.83 - $117.22 $27.6K - $30.6K
459 $51K
GD
General Dynamics Corp

Industrials
74
+ 569.23%
$293.92 - $341.0 $21.8K - $25.2K
87 $29K
ATO
Atmos Energy Corp

Utilities
145
+ 315.22%
$151.51 - $170.75 $22K - $24.8K
191 $32K
COST
Costco Wholesale Corp

Consumer Defensive
28
+ 186.67%
$915.95 - $994.57 $25.6K - $27.8K
43 $39K
ETN
Eaton Corp PLC

Industrials
39
+ 58.21%
$342.99 - $392.76 $13.4K - $15.3K
106 $39K
WFC
Wells Fargo & Company

Financial Services
243
+ 315.58%
$77.05 - $85.16 $18.7K - $20.7K
320 $26K
Activity Summary
Buys All Purchases 214 New Holdings 134 Increased Positions 80 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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