Redmont Wealth Advisors LLC Portfolio Holdings
Redmont Wealth Advisors LLC
- $50.2 Million
- Q1 2025
Redmont Wealth Advisors LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $50.2 Million distributed in 178 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Invesco S&P 500 Equal Weight E with a value of $7.76M, Proshares S&P 500 Dividend Ari with a value of $4.8M, Ishares Trust Ishares Pfd And with a value of $3.97M, Vanguard Sht Term Corp Bd ETF with a value of $3.01M, and Spdr S&P 500 ETF Trust with a value of $2.54M.
Examining the 13F form we can see an decrease of $5.86M in the current position value, from $56.1M to 50.2M.
Redmont Wealth Advisors LLC is based out at Chicago, IL
Below you can find more details about Redmont Wealth Advisors LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 178
- Current Value $50.2 Million
- Prior Value $56.1 Million
- Filing
- Period Q1 2025
- Filing Date April 28, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 121 stocks
- Additional Purchases 9 stocks
- Sold out of 0 stocks
- Reduced holdings in 36 stocks