REDMONT WEALTH ADVISORS LLC Q1 2025 Filing

Filed April 28, 2025

Portfolio Value

$51.3B

Holdings

178

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (178 positions)

StockValue
RSPINVESCO S&P 500 EQUAL WEIGHT ETF
$7.8B
NOBLPROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
$4.8B
PFFISHARES PREFERRED & INCOME SECURITIES ETF
$4.0B
VCSHVANGUARD SHORT-TERM CORPORATE BOND ETF
$3.0B
SPYSPDR S&P 500 ETF TRUST
$2.5B
AQLTISHARES SELECT DIVIDEND ETF
$1.9B
DFAIDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
$1.8B
CSWCCAPITAL SOUTHWEST CORP COM
$1.2B
HYGISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
$1.1B
AVUVAVANTIS U.S. SMALL CAP VALUE ETF
$1.0B
SLMSLM CORP COM
$1.0B
BRK/BBERKSHIRE HATHAWAY INC DEL CL B NEW
$698.2M
CWCURTISS WRIGHT CORP COM
$682.4M
FLTRVANECK IG FLOATING RATE ETF
$576.5M
TFLOISHARES TREASURY FLOATING RATE BOND ETF
$575.8M
XCEMCOLUMBIA EM CORE EX-CHINA ETF
$558.1M
NRIMNORTHRIM BANCORP INC COM
$536.6M
JEFJEFFERIES FINL GROUP INC COM
$530.3M
DLNWISDOMTREE U.S. LARGECAP DIVIDEND FUND
$512.8M
PBIPITNEY BOWES INC COM
$512.6M
MBCNMIDDLEFIELD BANC CORP COM NEW
$507.6M
SGCSUPERIOR GROUP OF CO INC COM
$482.3M
MLRMILLER INDS INC TENN COM NEW
$476.5M
EZPWEZCORP INC CL A NON VTG
$463.9M
BACVERIZON COMMUNICATIONS INC COM
$453.8M
VYMVANGUARD HIGH DIVIDEND YIELD INDEX ETF
$450.2M
PATKPATRICK INDS INC COM
$449.4M
ABALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
$435.7M
IWMISHARES RUSSELL 2000 ETF
$418.9M
OZKBANK OZK LITTLE ROCK ARK COM
$414.7M
FSTRFOSTER L B CO COM
$409.6M
NDQINVESCO QQQ TRUST SERIES I
$403.1M
ANDEANDERSONS INC COM
$388.7M
JPSTJPMORGAN ULTRA-SHORT INCOME ETF
$384.1M
ALCOALICO INC COM
$384.0M
SRLNSPDR BLACKSTONE SENIOR LOAN ETF
$359.3M
CHRDCHORD ENERGY CORPORATION COM NEW
$355.1M
BCOBRINKS CO COM
$350.1M
ALAIR LEASE CORP CL A
$344.8M
NCLHNORWEGIAN CRUISE LINE HLDG LTD SHS
$342.8M
FITBFIFTH THIRD BANCORP COM
$330.3M
RELLRICHARDSON ELECTRS LTD COM
$324.2M
CIONCION INVT CORP COM
$322.4M
JNJJOHNSON & JOHNSON COM
$321.1M
BUSEFIRST BUSEY CORP COM NEW
$318.0M
UHALU HAUL HOLDING COMPANY COM
$317.9M
SSOPROSHARES ULTRA S&P 500
$305.9M
DFSVDIMENSIONAL US SMALL CAP VALUE ETF
$298.5M
MCFTMASTERCRAFT BOAT HLDGS INC COM
$290.1M
BATRAATLANTA BRAVES HLDGS INC COM SER C
$289.6M
VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
$272.1M
USFRWISDOMTREE FLOATING RATE TREASURY FUND
$248.5M
ARCCARES CAPITAL CORP COM
$240.7M
HYBLSPDR BLACKSTONE HIGH INCOME ETF
$237.9M
LANDGLADSTONE LD CORP COM
$235.1M
VEGNUS VEGAN CLIMATE ETF
$212.8M
OMFONEMAIN HLDGS INC COM
$169.7M
MFICMIDCAP FINANCIAL INVSTMNT CORP COM NEW
$167.9M
DUKDUKE ENERGY CORP NEW COM NEW
$164.3M
IEMGISHARES CORE MSCI EMERGING MARKETS ETF
$161.5M
JNKSPDR BLOOMBERG HIGH YIELD BOND ETF
$142.7M
XLEENERGY SELECT SECTOR SPDR FUND
$138.3M
GQ9SPDR GOLD SHARES
$130.8M
SPHRSPHERE ENTERTAINMENT CO CL A
$124.4M
SPHYSPDR PORTFOLIO HIGH YIELD BOND ETF
$106.1M
AVIVAVANTIS INTERNATIONAL LARGE CAP VALUE ETF
$104.7M
OBDCBLUE OWL CAPITAL CORPORATION COM
$98.0M
TSLXSIXTH STREET SPECIALTY LENDING COM
$97.2M
IWNISHARES RUSSELL 2000 VALUE ETF
$76.0M
XETYXEATON VANCE TAX-MANAGED DIVERS COM
$73.3M
HTDHANCOCK JOHN TAX-ADVANTAGED DI COM
$62.5M
MOALTRIA GROUP INC COM
$60.4M
IDGTISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF
$59.7M
NLYANNALY CAPITAL MANAGEMENT INC COM NEW
$59.6M
VTCVANGUARD TOTAL CORPORATE BOND ETF
$57.2M
DVNDEVON ENERGY CORP NEW COM
$55.8M
MSIMOTOROLA SOLUTIONS INC COM NEW
$55.6M
MSFTMICROSOFT CORP COM
$54.4M
VOVANGUARD MID-CAP ETF
$48.4M
DFASDIMENSIONAL U.S. SMALL CAP ETF
$45.5M
DFAXDIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF
$42.4M
MGVVANGUARD MEGA CAP VALUE ETF
$38.3M
4I1PHILIP MORRIS INTL INC COM
$34.8M
ABTABBOTT LABS COM
$34.5M
CSDINVESCO S&P SPIN-OFF ETF
$34.0M
CATCATERPILLAR INC COM
$33.0M
MGKVANGUARD MEGA CAP GROWTH ETF
$32.4M
MCDMCDONALDS CORP COM
$31.2M
VOOVANGUARD S&P 500 ETF
$28.8M
ARESARES MANAGEMENT CORPORATION CL A COM STK
$28.0M
ORCLORACLE CORP COM
$27.3M
XOMEXXON MOBIL CORP COM
$23.5M
PGXINVESCO PREFERRED ETF
$20.9M
MRKMERCK & CO INC COM
$19.9M
ETNEATON CORP PLC SHS
$18.2M
SCHWSCHWAB CHARLES CORP COM
$18.2M
BLKBLACKROCK INC COM
$18.0M
AMDADVANCED MICRO DEVICES INC COM
$17.8M
JPMJPMORGAN CHASE & CO. COM
$16.9M
MAMASTERCARD INCORPORATED CL A
$15.3M
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