Redmont Wealth Advisors LLC Portfolio Holdings
Redmont Wealth Advisors LLC
- $67.2 Million
- Q3 2025
Redmont Wealth Advisors LLC has filed its 13F form on November 07, 2025 for Q3 2025 where it was disclosed a total value porftolio of $67.2 Million distributed in 307 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 $8.44M, Proshares S&P 500 Dividend Ari with a value of $4.87M, Spdr S&P 500 ETF Trust with a value of $3.62M, Ishares Trust Ishares Pfd And with a value of $3.42M, and Vanguard Sht Term Corp Bd ETF with a value of $3.05M.
Examining the 13F form we can see an increase of $16.9M in the current position value, from $50.2M to 67.2M.
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 $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 307
- Current Value $67.2 Million
- Prior Value $50.2 Million
- Filing
- Period Q3 2025
- Filing Date November 07, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 134 stocks
- Additional Purchases 80 stocks
- Sold out of 0 stocks
- Reduced holdings in 23 stocks