Redmont Wealth Advisors LLC Portfolio Holdings by Sector
Redmont Wealth Advisors LLC
- $67.2 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
RSP NOBL SPY PFF VCSH DFAI DVY JPST 64 stocks |
$41,752
63.29% of portfolio
|
23
|
13
|
5
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
CSWC AB ARCC AINV ETY TSLX HTD ARES 13 stocks |
$2,634
3.99% of portfolio
|
7
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
NRIM OZK BUSE FITB LYG GGAL 6 stocks |
$2,523
3.82% of portfolio
|
4
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
EZPW SLM ORCC OMF MA V AXP 7 stocks |
$2,396
3.63% of portfolio
|
5
|
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
CW GD LMT RTX NOC TXT 6 stocks |
$1,263
1.91% of portfolio
|
5
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Rental & Leasing Services | Industrials
AL UHAL URI 3 stocks |
$1,099
1.67% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B AIG 2 stocks |
$1,042
1.58% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
JEF SCHW MS 3 stocks |
$1,004
1.52% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
PBI 1 stocks |
$873
1.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Furnishings, Fixtures & Appliances | Consumer Cyclical
PATK 1 stocks |
$827
1.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
FSTR 1 stocks |
$726
1.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL CRWD 3 stocks |
$651
0.99% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
NCLH CCL BKNG 3 stocks |
$641
0.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Farm Products | Consumer Defensive
ALCO 1 stocks |
$632
0.96% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
SGC 1 stocks |
$617
0.94% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Recreational Vehicles | Consumer Cyclical
MCFT 1 stocks |
$596
0.9% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ AZN ABBV LLY MRK SNY AMGN GILD 10 stocks |
$573
0.87% of portfolio
|
7
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$567
0.86% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO AMD ADI INTC 5 stocks |
$555
0.84% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Security & Protection Services | Industrials
BCO REZI 2 stocks |
$496
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MLR 1 stocks |
$464
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ TMUS CMCSA 3 stocks |
$452
0.69% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
CHRD DVN CTRA COP EOG WDS 6 stocks |
$434
0.66% of portfolio
|
5
|
1
|
4
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
DIS NFLX MSGE 3 stocks |
$303
0.46% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$242
0.37% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
LAND AMT 2 stocks |
$237
0.36% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM MUFG WFC UBS SAN BBVA C SMFG 10 stocks |
$224
0.34% of portfolio
|
10
|
- |
8
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK SO ED D 4 stocks |
$179
0.27% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
INTU TTD SAP CRM UBER NOW CDNS WDAY 9 stocks |
$165
0.25% of portfolio
|
9
|
- |
9
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
BSX ABT SYK 3 stocks |
$147
0.22% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
PH ETN GE CMI OTIS 5 stocks |
$138
0.21% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
MO PM 2 stocks |
$130
0.2% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX SHEL BP TTE EQNR 6 stocks |
$107
0.16% of portfolio
|
6
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML AMAT KLAC 3 stocks |
$96
0.15% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI CSCO 2 stocks |
$84
0.13% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
MNST KO PEP 3 stocks |
$74
0.11% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT DE PCAR 3 stocks |
$70
0.11% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$68
0.1% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
PG UL KMB 3 stocks |
$59
0.09% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD SBUX CMG 3 stocks |
$59
0.09% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
CINF CB PGR TRV 4 stocks |
$57
0.09% of portfolio
|
4
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV IBM ACN 3 stocks |
$53
0.08% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Residential Construction | Consumer Cyclical
LEN NVR DHI 3 stocks |
$38
0.06% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG ALC BDX 3 stocks |
$37
0.06% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Materials | Basic Materials
MLM VMC 2 stocks |
$35
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$35
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
ATO 1 stocks |
$32
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
PSX MPC 2 stocks |
$32
0.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
DHR TMO IDXX 3 stocks |
$32
0.05% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AON MMC AJG 3 stocks |
$32
0.05% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Agricultural Inputs | Basic Materials
CTVA 1 stocks |
$29
0.04% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Electronic Components | Technology
GLW APH RELL 3 stocks |
$28
0.04% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Chemicals | Basic Materials
RPM DD LYB 3 stocks |
$26
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT JCI CARR 3 stocks |
$23
0.03% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE HMC 2 stocks |
$22
0.03% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$20
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO VRTX 2 stocks |
$19
0.03% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
ICE MSCI SPGI 3 stocks |
$18
0.03% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$17
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX ROST 2 stocks |
$15
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Medical Distribution | Healthcare
MCK ABC 2 stocks |
$14
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$13
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Publishing | Communication Services
RELX 1 stocks |
$13
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$10
0.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$10
0.02% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Footwear & Accessories | Consumer Cyclical
NKE 1 stocks |
$10
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$8
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$8
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Healthcare Facilities | Real Estate
WELL 1 stocks |
$8
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
ANDE 1 stocks |
$8
0.01% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
PLD 1 stocks |
$7
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
BHP 1 stocks |
$7
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON MMM 2 stocks |
$7
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$6
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
EBAY 1 stocks |
$6
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
MET 1 stocks |
$5
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
UAL 1 stocks |
$5
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
FCX 1 stocks |
$4
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Industrial Distribution | Industrials
GWW 1 stocks |
$4
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SLB 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Trucking | Industrials
ODFL 1 stocks |
$3
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
ENB 1 stocks |
$3
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto & Truck Dealerships | Consumer Cyclical
KMX 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
OMC 1 stocks |
$1
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
HAS 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Residential | Real Estate
AIV 1 stocks |
$0
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|