Redmont Wealth Advisors LLC New Holdings in Q1 2025

Redmont Wealth Advisors LLC

  • $50.2 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FLTR
Vaneck ETF Tr Investment Grade

ETFs
22.6K
New
$25.44 - $25.58 $574K - $577K
22.6K $576K
TFLO
Ishares Treasury Floating Rate

ETFs
11.4K
New
$50.48 - $50.68 $574K - $576K
11.4K $575K
CHRD
Oasis Petroleum Inc.

Energy
3.15K
New
$101.34 - $127.78 $319K - $403K
3.15K $355K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
18.1K
New
$18.53 - $29.07 $335K - $526K
18.1K $342K
BUSE
First Busey Corp

Financial Services
14.7K
New
$21.26 - $25.35 $313K - $373K
14.7K $317K
LAND
Gladstone Land Corp

Real Estate
22.3K
New
$10.4 - $11.84 $232K - $265K
22.3K $235K
OMF
One Main Holdings, Inc.

Financial Services
3.47K
New
$45.35 - $58.06 $157K - $202K
3.47K $169K
DUK
Duke Energy Corp

Utilities
1.35K
New
$105.87 - $121.97 $143K - $164K
1.35K $164K
JNK
Spdr Bloomberg High Yield Bond

ETFs
1.5K
New
$94.86 - $97.12 $142K - $145K
1.5K $142K
XLE
Energy Sector Spdr

ETFs
1.48K
New
$85.7 - $93.96 $127K - $139K
1.48K $138K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
4.53K
New
$23.32 - $23.84 $106K - $108K
4.53K $106K
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
4.34K
New
$20.96 - $23.51 $91K - $102K
4.34K $97K
ORCC
Owl Rock Capital Corp

Financial Services
6.68K
New
N/A
6.68K $89K
ETY
Eaton Vance Tax Managed Diversified Equity Income Fund

Financial Services
5.14K
New
$14.21 - $15.67 $73K - $80.5K
5.14K $73K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
2.61K
New
$21.64 - $23.93 $56.5K - $62.5K
2.61K $62K
MO
Altria Group, Inc.

Consumer Defensive
1.01K
New
$50.81 - $60.02 $51.1K - $60.4K
1.01K $60K
VTC
Vanguard Scottsdale Fds Total

ETFs
745
New
$74.74 - $77.39 $55.7K - $57.7K
745 $57K
MSI
Motorola Solutions, Inc.

Technology
127
New
$411.73 - $482.1 $52.3K - $61.2K
127 $55K
DVN
Devon Energy Corp

Energy
1.49K
New
$33.15 - $38.55 $49.5K - $57.5K
1.49K $55K
VO
Vanguard Mid Cap ETF

ETFs
187
New
$251.87 - $277.95 $47.1K - $52K
187 $48K
DFAS
Dimensional ETF Tr U S Small C

ETFs
762
New
$58.81 - $68.2 $44.8K - $52K
762 $45K
DFAX
Dimensional ETF Tr
1.62K
New
$24.45 - $27.2 $39.5K - $44K
1.62K $42K
MGV
Vanguard Mega Cap Value

ETFs
297
New
$123.61 - $133.01 $36.7K - $39.5K
297 $38K
ABT
Abbott Laboratories

Healthcare
260
New
$111.1 - $140.22 $28.9K - $36.5K
260 $34K
PM
Philip Morris International Inc.

Consumer Defensive
219
New
$117.15 - $158.79 $25.7K - $34.8K
219 $34K
CAT
Caterpillar Inc

Industrials
100
New
$326.75 - $407.63 $32.7K - $40.8K
100 $32K
MGK
Vanguard Mega Cap Growth ETF

ETFs
105
New
$307.43 - $357.48 $32.3K - $37.5K
105 $32K
MCD
Mcdonalds Corp

Consumer Cyclical
100
New
$279.74 - $321.29 $28K - $32.1K
100 $31K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
56
New
$507.05 - $563.67 $28.4K - $31.6K
56 $28K
ARES
Ares Management Corp

Financial Services
191
New
$140.19 - $198.28 $26.8K - $37.9K
191 $28K
ORCL
Oracle Corp

Technology
195
New
$139.81 - $186.47 $27.3K - $36.4K
195 $27K
XOM
Exxon Mobil Corp

Energy
198
New
$105.44 - $118.93 $20.9K - $23.5K
198 $23K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
1.86K
New
$11.22 - $11.8 $20.9K - $22K
1.86K $20K
MRK
Merck & Co., Inc.

Healthcare
222
New
$83.01 - $101.02 $18.4K - $22.4K
222 $19K
ETN
Eaton Corp PLC

Industrials
67
New
$271.83 - $371.23 $18.2K - $24.9K
67 $18K
SCHW
Schwab Charles Corp

Financial Services
232
New
$71.24 - $83.64 $16.5K - $19.4K
232 $18K
AMD
Advanced Micro Devices Inc

Technology
173
New
$96.63 - $129.55 $16.7K - $22.4K
173 $17K
JPM
Jpmorgan Chase & CO

Financial Services
69
New
$225.19 - $279.95 $15.5K - $19.3K
69 $16K
MA
Mastercard Inc

Financial Services
28
New
$504.67 - $576.31 $14.1K - $16.1K
28 $15K
COST
Costco Wholesale Corp

Consumer Defensive
15
New
$890.62 - $1076.86 $13.4K - $16.2K
15 $14K
BMY
Bristol Myers Squibb CO

Healthcare
198
New
$53.9 - $63.11 $10.7K - $12.5K
198 $12K
META
Meta Platforms, Inc.

Communication Services
20
New
$576.36 - $736.67 $11.5K - $14.7K
20 $11K
VTI
Vanguard Total Stock Market Et

ETFs
41
New
$271.18 - $303.12 $11.1K - $12.4K
41 $11K
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
New
$4295.4 - $5141.88 $8.59K - $10.3K
2 $9K
RACE
Ferrari N.V.

Consumer Cyclical
22
New
$413.73 - $508.15 $9.1K - $11.2K
22 $9K
GGAL
Grupo Financiero Galicia Sa

Financial Services
180
New
$54.11 - $72.22 $9.74K - $13K
180 $9K
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
125
New
$68.9 - $76.16 $8.61K - $9.52K
125 $9K
GOOG
Alphabet Inc.

Communication Services
60
New
$156.06 - $207.71 $9.36K - $12.5K
60 $9K
NKE
Nike, Inc.

Consumer Cyclical
148
New
$63.29 - $81.72 $9.37K - $12.1K
148 $9K
Activity Summary
Buys All Purchases 130 New Holdings 121 Increased Positions 9 Sells All Sells 36 Reductions 36 Sold out 0 Options Calls 0 Puts 0
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