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Redmont Wealth Advisors Llc

Portfolio Manager
Redmont Wealth Advisors Llc
Performance
+1.27% (2025 Q4)
AUM (13F)
$66.04M
# of Holdings
307
Performance Rank
Allocation (Top 20)
66.2%

Redmont Wealth Advisors Llc Holdings Map

Top 50 Redmont Wealth Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
12.94%44.6K$8.5M
+0.29%(+128)
2024-Q4: 45.8K shares2025-Q1: 44.8K shares2025-Q2: 47.7K shares2025-Q3: 44.5K shares2025-Q4: 44.6K shares
$157.64(+26.70%)
2025-12-31
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
7.68%48.7K$5.1M
+3.22%(+1.52K)
2024-Q4: 46.2K shares2025-Q1: 47.0K shares2025-Q2: 47.1K shares2025-Q3: 47.2K shares2025-Q4: 48.7K shares
$89.33(+19.81%)
2025-12-31
SPY
STATE STR SPDR S&P 500 ETF TR TR UNIT
5.59%5.4K$3.7M
-0.40%(-22)
2024-Q4: 5.9K shares2025-Q1: 4.5K shares2025-Q2: 5.4K shares2025-Q3: 5.4K shares2025-Q4: 5.4K shares
$500.69(+39.80%)
2025-12-31
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
5.04%65.8K$3.3M
+80.22%(+29.27K)
2024-Q4: 5.2K shares2025-Q1: 7.6K shares2025-Q2: 12.8K shares2025-Q3: 36.5K shares2025-Q4: 65.8K shares
$50.66(-0.25%)
2025-12-31
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
4.59%38.0K$3.0M
-0.44%(-169)
2024-Q4: 38.2K shares2025-Q1: 38.2K shares2025-Q2: 38.2K shares2025-Q3: 38.2K shares2025-Q4: 38.0K shares
$79.21(+0.24%)
2025-12-31
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
4.47%77.4K$2.9M
+12.95%(+8.87K)
2024-Q4: 9.2K shares2025-Q1: 58.5K shares2025-Q2: 67.2K shares2025-Q3: 68.5K shares2025-Q4: 77.4K shares
$31.05(+33.10%)
2025-12-31
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
3.3%70.5K$2.2M
-34.77%(-37.57K)
2024-Q4: 129.6K shares2025-Q1: 129.1K shares2025-Q2: 117.5K shares2025-Q3: 108.0K shares2025-Q4: 70.5K shares
$32.93(-4.77%)
2025-12-31
DVY
ISHARES SELECT DIVIDEND ETF
3.02%14.1K$2.0M
+0.00%(+0)
2024-Q4: 14.1K shares2025-Q1: 14.1K shares2025-Q2: 14.1K shares2025-Q3: 14.1K shares2025-Q4: 14.1K shares
$118.87(+27.75%)
2025-12-31
HYG
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
2.35%19.3K$1.6M
+28.21%(+4.24K)
2024-Q4: 13.8K shares2025-Q1: 13.8K shares2025-Q2: 15.1K shares2025-Q3: 15.0K shares2025-Q4: 19.3K shares
$79.63(+1.04%)
2025-12-31
CW
CURTISS WRIGHT CORP COM
1.84%2.2K$1.2M
-0.54%(-12)
2024-Q4: 2.5K shares2025-Q1: 2.2K shares2025-Q2: 2.5K shares2025-Q3: 2.2K shares2025-Q4: 2.2K shares
$191.82(+281.58%)
2025-12-31

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