REDMONT WEALTH ADVISORS LLC
CIK: 0001910482SEC EDGAR →
Portfolio Value
$66.0M
Holdings
307
As of
Q4 2025
New Positions
304
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | INVESCO S&P 500 EQUAL WEIGHT ETF | 44,603 | $8.5M | 12.94% |
| 2 | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | 48,747 | $5.1M | 7.68% |
| 3 | STATE STR SPDR S&P 500 ETF TR TR UNIT | 5,415 | $3.7M | 5.59% |
| 4 | JPMORGAN ULTRA-SHORT INCOME ETF | 65,762 | $3.3M | 5.04% |
| 5 | VANGUARD SHORT-TERM CORPORATE BOND ETF | 38,014 | $3.0M | 4.59% |
| 6 | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | 77,382 | $2.9M | 4.47% |
| 7 | ISHARES PREFERRED & INCOME SECURITIES ETF | 70,472 | $2.2M | 3.30% |
| 8 | ISHARES SELECT DIVIDEND ETF | 14,111 | $2.0M | 3.01% |
| 9 | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | 19,251 | $1.6M | 2.35% |
| 10 | CURTISS WRIGHT CORP COM | 2,207 | $1.2M | 1.84% |
Quarterly Changes
New Positions (307)
$8.5M · 45K shares
$5.1M · 49K shares
$3.7M · 5K shares
$3.3M · 66K shares
$3.0M · 38K shares
$2.9M · 77K shares
$2.2M · 70K shares
$2.0M · 14K shares
$1.6M · 19K shares
$1.2M · 2K shares
$1.2M · 17K shares
$1.2M · 44K shares
$1.1M · 17K shares
$1.1M · 11K shares
$1.0M · 52K shares
$929K · 34K shares
$919K · 15K shares
$911K · 26K shares
$903K · 30K shares
$827K · 2K shares
$809K · 77K shares
$792K · 7K shares
$738K · 27K shares
$680K · 78K shares
$676K · 19K shares
$627K · 18K shares
$580K · 26K shares
$574K · 15K shares
$569K · 6K shares
$559K · 911 shares
$538K · 2K shares
$537K · 26K shares
$529K · 21K shares
$507K · 6K shares
$506K · 4K shares
$493K · 21K shares
$475K · 12K shares
$468K · 48K shares
$468K · 2K shares
$466K · 12K shares
$465K · 7K shares
$451K · 14K shares
$437K · 11K shares
$428K · 7K shares
$400K · 17K shares
$338K · 4K shares
$313K · 649 shares
$269K · 2K shares
$260K · 3K shares
$260K · 4K shares
$259K · 2K shares
$251K · 9K shares
$248K · 914 shares
$188K · 9K shares
$179K · 454 shares
$162K · 2K shares
$157K · 1K shares
$149K · 3K shares
$145K · 1K shares
$139K · 3K shares
$138K · 2K shares
$124K · 602 shares
$118K · 179 shares
$104K · 5K shares
$103K · 5K shares
$98K · 173 shares
$93K · 268 shares
$93K · 270 shares
$91K · 4K shares
$89K · 277 shares
$83K · 878 shares
$82K · 124 shares
$80K · 2K shares
$79K · 275 shares
$78K · 5K shares
$78K · 247 shares
$77K · 430 shares
$75K · 580 shares
$73K · 129 shares
$68K · 64 shares
$66K · 1K shares
$65K · 2K shares
$65K · 74 shares
$64K · 698 shares
$63K · 6K shares
$61K · 3K shares
$60K · 2K shares
$57K · 1K shares
$57K · 745 shares
$55K · 459 shares
$54K · 338 shares
$54K · 51 shares
$52K · 138 shares
$50K · 6K shares
$48K · 249 shares
$48K · 385 shares
$47K · 620 shares
$46K · 109 shares
$45K · 453 shares
$43K · 143 shares
$41K · 297 shares
$40K · 2K shares
$37K · 261 shares
$37K · 43 shares
$36K · 120 shares
$35K · 961 shares
$34K · 2K shares
$32K · 126 shares
$32K · 191 shares
$32K · 52 shares
$32K · 458 shares
$32K · 288 shares
$31K · 317 shares
$31K · 50 shares
$31K · 65 shares
$30K · 187 shares
$29K · 87 shares
$29K · 170 shares
$29K · 320 shares
$28K · 430 shares
$28K · 300 shares
$26K · 173 shares
$25K · 142 shares
$25K · 113 shares
$25K · 45 shares
$24K · 314 shares
$23K · 222 shares
$22K · 174 shares
$22K · 64 shares
$21K · 436 shares
$21K · 475 shares
$20K · 19 shares
$20K · 2K shares
$20K · 60 shares
$20K · 204 shares
$19K · 129 shares
$18K · 58 shares
$18K · 80 shares
$18K · 258 shares
$17K · 68 shares
$17K · 164 shares
$17K · 47 shares
$16K · 205 shares
$15K · 231 shares
$15K · 53 shares
$15K · 605 shares
$15K · 61 shares
$14K · 3K shares
$14K · 7 shares
$14K · 38 shares
$14K · 170 shares
$14K · 612 shares
$13K · 88 shares
$13K · 41 shares
$13K · 208 shares
$13K · 115 shares
$13K · 1K shares
$13K · 271 shares
$13K · 157 shares
$13K · 57 shares
$13K · 23 shares
$13K · 141 shares
$13K · 50 shares
$13K · 268 shares
$13K · 430 shares
$12K · 10 shares
$11K · 53 shares
$11K · 17 shares
$11K · 88 shares
$11K · 648 shares
$11K · 281 shares
$11K · 24 shares
$11K · 14 shares
$10K · 50 shares
$10K · 286 shares
$10K · 45 shares
$10K · 30 shares
$10K · 56 shares
$10K · 198 shares
$10K · 540 shares
$10K · 32 shares
$9K · 148 shares
$9K · 380 shares
$9K · 21 shares
$9K · 54 shares
$9K · 30 shares
$9K · 105 shares
$9K · 43 shares
$8K · 63 shares
$8K · 67 shares
$8K · 55 shares
$8K · 110 shares
$8K · 10 shares
$8K · 160 shares
$8K · 299 shares
$8K · 27 shares
$8K · 75 shares
$8K · 245 shares
$8K · 50 shares
$8K · 135 shares
$8K · 73 shares
$8K · 46 shares
$7K · 335 shares
$7K · 20 shares
$7K · 15 shares
$7K · 135 shares
$7K · 50 shares
$7K · 34 shares
$7K · 252 shares
$7K · 1 shares
$7K · 15 shares
$7K · 23 shares
$6K · 30 shares
$6K · 58 shares
$6K · 71 shares
$6K · 65 shares
$6K · 14 shares
$6K · 10 shares
$6K · 128 shares
$6K · 15 shares
$6K · 73 shares
$6K · 75 shares
$6K · 22 shares
$6K · 12 shares
$6K · 75 shares
$6K · 75 shares
$6K · 33 shares
$6K · 169 shares
$6K · 20 shares
$5K · 158 shares
$5K · 90 shares
$5K · 102 shares
$5K · 44 shares
$5K · 92 shares
$5K · 71 shares
$5K · 10 shares
$5K · 96 shares
$5K · 5 shares
$5K · 174 shares
$5K · 25 shares
$5K · 279 shares
$5K · 10 shares
$5K · 148 shares
$5K · 50 shares
$5K · 35 shares
$4K · 15 shares
$4K · 10 shares
$4K · 39 shares
$4K · 15 shares
$4K · 37 shares
$4K · 64 shares
$4K · 81 shares
$4K · 10 shares
$4K · 25 shares
$4K · 148 shares
$4K · 158 shares
$4K · 450 shares
$4K · 171 shares
$3K · 63 shares
$3K · 20 shares
$3K · 37 shares
$3K · 24 shares
$3K · 55 shares
$3K · 100 shares
$3K · 24 shares
$3K · 15 shares
$3K · 39 shares
$3K · 217 shares
$3K · 20 shares
$3K · 128 shares
$3K · 104 shares
$3K · 42 shares
$3K · 37 shares
$3K · 37 shares
$3K · 100 shares
$3K · 13 shares
$3K · 75 shares
$3K · 50 shares
$3K · 22 shares
$3K · 60 shares
$3K · 24 shares
$2K · 15 shares
$2K · 40 shares
$2K · 47 shares
$2K · 68 shares
$2K · 42 shares
$1K · 40 shares
$1K · 20 shares
$1K · 23 shares
$1K · 19 shares
$0 · 17 shares
$0 · 8 shares
$0 · 10 shares
$0 · 3 shares
$0 · 8 shares
$0 · 19 shares
$0 · 46 shares
$0 · 15 shares
$0 · 15 shares
$0 · 80 shares
$0 · 18 shares
$0 · 1 shares
$0 · 3 shares
$0 · 5 shares
$0 · 15 shares
$0 · 112 shares
$0 · 0 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 115 | $48.6M | 73.8% |
| Industrials | 31 | $3.9M | 5.9% |
| Unknown | 14 | $3.9M | 5.9% |
| Consumer Cyclical | 27 | $3.2M | 4.9% |
| Communication Services | 12 | $1.6M | 2.4% |
| Technology | 33 | $1.2M | 1.9% |
| Real Estate | 8 | $1.0M | 1.6% |
| Consumer Defensive | 14 | $965K | 1.5% |
| Healthcare | 23 | $592K | 0.9% |
| Energy | 15 | $543K | 0.8% |
| Utilities | 5 | $212K | 0.3% |
| Basic Materials | 10 | $144K | 0.2% |