Redmont Wealth Advisors LLC Reduced Holdings in Q3 2024

Redmont Wealth Advisors LLC

  • $62 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-7.85K
- 90.25%
$61.74 - $76.08 $484K - $597K
848 $54K
AAPL
Apple Inc.

Technology
-1.41K
- 60.74%
$207.23 - $234.82 $293K - $332K
914 $212K
SPY
Spdr S&P 500 ETF Trust

ETFs
-778
- 12.78%
$517.38 - $573.86 $403K - $446K
5.31K $3.05M
SGC
Superior Group Of Companies, Inc.

Consumer Cyclical
-2.41K
- 4.27%
$11.87 - $20.59 $28.6K - $49.6K
54K $835K
MSFT
Microsoft Corp

Technology
-400
- 26.97%
$395.15 - $467.56 $158K - $187K
1.08K $465K
IWN
Ishares Russell2000 Val ETF

ETFs
-1.31K
- 26.25%
$150.05 - $171.34 $197K - $225K
3.69K $615K
CSWC
Capital Southwest Corp

Financial Services
-2.53K
- 3.55%
$23.56 - $27.07 $59.5K - $68.4K
68.7K $1.74M
EZPW
Ezcorp Inc

Financial Services
-10.8K
- 16.22%
$9.71 - $12.22 $105K - $132K
56K $627K
AL
Air Lease Corp

Industrials
-724
- 5.74%
$40.73 - $49.94 $29.5K - $36.2K
11.9K $538K
ANDE
Andersons, Inc.

Consumer Defensive
-902
- 7.13%
$45.71 - $54.98 $41.2K - $49.6K
11.7K $588K
LAND
Gladstone Land Corp

Real Estate
-3.08K
- 8.13%
$13.38 - $15.2 $41.2K - $46.8K
34.8K $483K
ALCO
Alico, Inc.

Consumer Defensive
-2.78K
- 12.42%
$24.96 - $29.98 $69.3K - $83.3K
19.6K $547K
CION
Cion Investment Corp

Financial Services
-1.72K
- 3.74%
$11.55 - $12.46 $19.8K - $21.4K
44.1K $524K
CGXU
Capital Group Intl Focus Equit

ETFs
-955
- 86.58%
$24.27 - $27.46 $23.2K - $26.2K
148 $3K
OMF
One Main Holdings, Inc.

Financial Services
-345
- 8.48%
$43.27 - $53.14 $14.9K - $18.3K
3.72K $175K
ICE
Intercontinental Exchange, Inc.

Financial Services
-132
- 70.59%
$136.93 - $162.81 $18.1K - $21.5K
55 $8K
OZK
Bank Ozk

Financial Services
-1.01K
- 7.4%
$39.66 - $47.08 $40.1K - $47.6K
12.6K $543K
JEF
Jefferies Financial Group Inc.

Financial Services
-3.9K
- 20.38%
$49.97 - $62.49 $195K - $244K
15.2K $937K
VB
Vanguard Small Cap ETF

ETFs
-50
- 78.13%
$214.77 - $237.72 $10.7K - $11.9K
14 $3K
RELL
Richardson Electronics, Ltd.

Technology
-2.19K
- 4.81%
$10.85 - $12.9 $23.7K - $28.2K
43.3K $534K
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
-77
- 38.12%
$67.38 - $77.85 $5.19K - $5.99K
125 $9K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-1
- 33.33%
$3305.62 - $4268.05 $3.31K - $4.27K
2 $8K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-20
- 28.57%
$60.1 - $66.57 $1.2K - $1.33K
50 $3K
RVRB
Advisors Ser Tr Reverb Etf(De)
-1.47K
- 7.67%
N/A
17.7K $0
Atlanta Braves Hldgs Inc Com Ser C
-570
- 4.67%
N/A
11.6K $0
Middlefield Banc Corp Com New
-2.59K
- 9.35%
N/A
25.1K $0
Invesco S&P Spin Off ETF
-139
- 23.48%
N/A
453 $0
QQQ
Invesco Qqq Trust, Series 1

ETFs
-34
- 1.58%
$434.77 - $502.96 $14.8K - $17.1K
2.12K $1.03M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-208
- 9.29%
$405.19 - $478.57 $84.3K - $99.5K
2.03K $934K
AVIV
American Centy ETF Tr Avantis
-2.92K
- 5.7%
$50.37 - $56.43 $147K - $165K
48.3K $2.71M
MLR
Miller Industries Inc

Consumer Cyclical
-800
- 6.2%
$53.35 - $68.06 $42.7K - $54.4K
12.1K $738K
CW
Curtiss Wright Corp

Industrials
-316
- 11.59%
$265.18 - $332.22 $83.8K - $105K
2.41K $792K
MSGE
Madison Square Garden Entertainment Corp.

Communication Services
-1.12K
- 8.65%
$33.88 - $42.53 $37.9K - $47.5K
11.8K $502K
UHAL
Amerco

Industrials
-371
- 4.78%
$59.88 - $77.88 $22.2K - $28.9K
7.39K $572K
PATK
Patrick Industries Inc

Consumer Cyclical
-585
- 10.47%
$105.01 - $146.96 $61.4K - $86K
5K $711K
NRIM
Northrim Bancorp Inc

Financial Services
-485
- 4.25%
$55.41 - $71.8 $26.9K - $34.8K
10.9K $778K
PFF
Ishares Trust Ishares Pfd And

ETFs
-386
- 0.3%
$31.18 - $33.5 $12K - $12.9K
126K $4.2M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-2.49K
- 5.32%
$162.83 - $179.16 $406K - $447K
44.4K $7.95M
Activity Summary
Buys All Purchases 23 New Holdings 14 Increased Positions 9 Sells All Sells 40 Reductions 39 Sold out 1 Options Calls 0 Puts 0
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