Redmont Wealth Advisors LLC Portfolio Holdings

Redmont Wealth Advisors LLC

  • $56.1 Million
  • Q4 2024

Redmont Wealth Advisors LLC has filed its 13F form on January 17, 2025 for Q4 2024 where it was disclosed a total value porftolio of $56.1 Million distributed in 63 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 $8.02M, Proshares S&P 500 Dividend Ari with a value of $4.6M, Ishares Trust Ishares Pfd And with a value of $4.07M, Spdr S&P 500 ETF Trust with a value of $3.43M, and Vanguard Sht Term Corp Bd ETF with a value of $2.98M.

Examining the 13F form we can see an decrease of $5.84M in the current position value, from $62M to 56.1M.

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.

Portfolio value $56.1 Million
ETFs: $34.5 Million
Financial Services: $8.15 Million
Industrials: $3.64 Million
Consumer Cyclical: $2.79 Million
Technology: $1.61 Million
Communication Services: $1.37 Million
Consumer Defensive: $817,000
Energy: $304,000
Other: $296,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$256,000 0.46% of portfolio
11,713
Q2 2024 Reduced 9.89%

Summary

  • Portfolio
  • No. of Stocks 63
  • Current Value $56.1 Million
  • Prior Value $62 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 17, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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