Top 50 Redmont Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 12.94% | 44.6K | $8.5M | +0.29%(+128) | $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) | $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) | $500.69(+39.80%) | 2025-12-31 | |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | 5.04% | 65.8K | $3.3M | +80.22%(+29.27K) | $50.66(-0.25%) | 2025-12-31 | |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | 4.59% | 38.0K | $3.0M | -0.44%(-169) | $79.21(+0.24%) | 2025-12-31 | |
| DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 4.47% | 77.4K | $2.9M | +12.95%(+8.87K) | $31.05(+33.10%) | 2025-12-31 | |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | 3.3% | 70.5K | $2.2M | -34.77%(-37.57K) | $32.93(-4.77%) | 2025-12-31 | |
| DVY | ISHARES SELECT DIVIDEND ETF | 3.02% | 14.1K | $2.0M | +0.00%(+0) | $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) | $79.63(+1.04%) | 2025-12-31 | |
| CW | CURTISS WRIGHT CORP COM | 1.84% | 2.2K | $1.2M | -0.54%(-12) | $191.82(+281.58%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.99% | +29.46% |
| Top 20 Holdings Unweighted | +10.64% | +35.42% |
Sign up free to track Redmont Wealth Advisors Llc, compare funds side by side, and get alerts the moment positions change.