Redmont Wealth Advisors LLC Portfolio Holdings

Redmont Wealth Advisors LLC

  • $62 Million
  • Q3 2024

Redmont Wealth Advisors LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $62 Million distributed in 322 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 $7.95M, Proshares S&P 500 Dividend Ari with a value of $4.7M, Ishares Trust Ishares Pfd And with a value of $4.2M, Spdr S&P 500 ETF Trust with a value of $3.05M, and Vanguard Sht Term Corp Bd ETF with a value of $3.03M.

Examining the 13F form we can see an increase of $709K in the current position value, from $61.2M to 62M. Also it can be appreciated an additional of 14 stocks purchases and 1 closed positions.

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 $62 Million
ETFs: $35.5 Million
Financial Services: $8.97 Million
Industrials: $3.81 Million
Consumer Cyclical: $2.97 Million
Technology: $2.24 Million
Communication Services: $1.57 Million
Consumer Defensive: $1.44 Million
Energy: $981,000
Other: $1.73 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$245,000 0.4% of portfolio
11,713
Q2 2024 Reduced 9.89%
$0
$94,000 0.15% of portfolio
6,488
Q2 2024 Reduced 27.41%
$0
$60,000 0.1% of portfolio
2,612
Q2 2024 Reduced 33.04%

Summary

  • Portfolio
  • No. of Stocks 322
  • Current Value $62 Million
  • Prior Value $61.2 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 14 stocks
  • Additional Purchases 9 stocks
  • Sold out of 1 stocks
  • Reduced holdings in 39 stocks
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