Redmont Wealth Advisors LLC Top Holdings and 13F Report (2025) About Redmont Wealth Advisors LLCInvestment ActivityRedmont Wealth Advisors LLC has $51.34 million in total holdings as of March 31, 2025.Redmont Wealth Advisors LLC owns shares of 178 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 13.47% of the portfolio was purchased this quarter.About 23.89% of the portfolio was sold this quarter.This quarter, Redmont Wealth Advisors LLC has purchased 63 new stocks and bought additional shares in 9 stocks.Redmont Wealth Advisors LLC sold shares of 36 stocks and completely divested from 8 stocks this quarter.Largest Holdings Invesco S&P 500 Equal Weight ETF $7,756,607ProShares S&P 500 Aristocrats ETF $4,798,308iShares Preferred and Income Securities ETF $3,967,871Vanguard Short-Term Corporate Bond ETF $3,014,166SPDR S&P 500 ETF Trust $2,540,749 Largest New Holdings this Quarter 92189F486 - VanEck Floating Rate ETF $576,459 Holding46434V860 - iShares Treasury Floating Rate Bond ETF $575,802 Holding674215207 - Chord Energy $355,068 HoldingG66721104 - Norwegian Cruise Line $342,816 Holding319383204 - First Busey $317,974 Holding Largest Purchases this Quarter Dimensional International Core Equity Market ETF 49,307 shares (about $1.54M)VanEck Floating Rate ETF 22,562 shares (about $576.46K)iShares Treasury Floating Rate Bond ETF 11,366 shares (about $575.80K)Chord Energy 3,150 shares (about $355.07K)Norwegian Cruise Line 18,081 shares (about $342.82K) Largest Sales this Quarter Avantis International Large Cap Value ETF 48,693 shares (about $2.76M)iShares Core MSCI Emerging Markets ETF 14,015 shares (about $756.39K)SPDR S&P 500 ETF Trust 1,311 shares (about $733.36K)Invesco QQQ 1,237 shares (about $579.86K)Berkshire Hathaway 714 shares (about $380.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRedmont Wealth Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorRSPInvesco S&P 500 Equal Weight ETF$7,756,607$169,593 ▼-2.1%44,77615.1%ETFNOBLProShares S&P 500 Aristocrats ETF$4,798,308$81,336 ▲1.7%46,9599.3%ETFPFFiShares Preferred and Income Securities ETF$3,967,871$13,337 ▼-0.3%129,1207.7%ETFVCSHVanguard Short-Term Corporate Bond ETF$3,014,1660.0%38,1835.9%ETFSPYSPDR S&P 500 ETF Trust$2,540,749$733,360 ▼-22.4%4,5424.9%FinanceDVYiShares Select Dividend ETF$1,894,9660.0%14,1113.7%ETFDFAIDimensional International Core Equity Market ETF$1,827,423$1,539,857 ▲535.5%58,5153.6%ETFCSWCCapital Southwest$1,196,865$297,213 ▼-19.9%53,6232.3%FinanceHYGiShares iBoxx $ High Yield Corporate Bond ETF$1,086,2360.0%13,7692.1%ETFAVUVAvantis U.S. Small Cap Value ETF$1,029,826$84,816 ▲9.0%11,8142.0%ETFSLMSLM$1,008,7130.0%34,3452.0%FinanceBRK.BBerkshire Hathaway$698,212$380,262 ▼-35.3%1,3111.4%FinanceCWCurtiss-Wright$682,448$105,016 ▼-13.3%2,1511.3%AerospaceFLTRVanEck Floating Rate ETF$576,459$576,459 ▲New Holding22,5621.1%ETFTFLOiShares Treasury Floating Rate Bond ETF$575,802$575,802 ▲New Holding11,3661.1%ETFXCEMColumbia EM Core ex-China ETF$558,0930.0%18,8961.1%ETFNRIMNorthrim BanCorp$536,556$263,079 ▼-32.9%7,3281.0%FinanceJEFJefferies Financial Group$530,289$210,530 ▼-28.4%9,8991.0%FinanceDLNWisdomTree U.S. LargeCap Dividend Fund$512,8100.0%6,4611.0%FinancePBIPitney Bowes$512,646$146,619 ▼-22.2%56,6461.0%Computer and TechnologyMBCNMiddlefield Banc$507,572$187,461 ▼-27.0%18,1601.0%FinanceSGCSuperior Group of Companies$482,323$106,359 ▼-18.1%44,0880.9%Consumer DiscretionaryMLRMiller Industries$476,451$48,598 ▼-9.3%11,2450.9%Auto/Tires/TrucksEZPWEZCORP$463,930$327,343 ▼-41.4%31,5170.9%FinanceVZVerizon Communications$453,827$38,329 ▲9.2%10,0050.9%Computer and TechnologyVYMVanguard High Dividend Yield ETF$450,199$19,344 ▲4.5%3,4910.9%ETFPATKPatrick Industries$449,352$192,036 ▼-29.9%5,3140.9%ConstructionABAllianceBernstein$435,7000.0%11,3730.8%FinanceIWMiShares Russell 2000 ETF$418,9270.0%2,1000.8%FinanceOZKBank OZK$414,730$128,264 ▼-23.6%9,5450.8%FinanceFSTRL.B. Foster$409,639$87,537 ▼-17.6%20,8150.8%Basic MaterialsQQQInvesco QQQ$403,137$579,861 ▼-59.0%8600.8%FinanceANDEAndersons$388,731$33,700 ▲9.5%9,0550.8%Basic MaterialsJPSTJPMorgan Ultra-Short Income ETF$384,130$118,879 ▲44.8%7,5870.7%ETFALCOAlico$384,041$171,401 ▼-30.9%12,8700.7%Consumer StaplesSRLNSPDR Blackstone Senior Loan ETF$359,330$55,158 ▲18.1%8,7360.7%ETFCHRDChord Energy$355,068$355,068 ▲New Holding3,1500.7%EnergyBCOBrink's$350,068$91,674 ▼-20.8%4,0630.7%Business ServicesALAir Lease$344,788$229,714 ▼-40.0%7,1370.7%TransportationNCLHNorwegian Cruise Line$342,816$342,816 ▲New Holding18,0810.7%Consumer DiscretionaryFITBFifth Third Bancorp$330,3380.0%8,4270.6%FinanceRELLRichardson Electronics$324,187$158,896 ▼-32.9%29,0490.6%Computer and TechnologyCIONCION Investment$322,413$134,033 ▼-29.4%31,1510.6%FinanceJNJJohnson & Johnson$321,066$19,237 ▼-5.7%1,9360.6%MedicalBUSEFirst Busey$317,974$317,974 ▲New Holding14,7210.6%FinanceUHALU-Haul$317,911$165,361 ▼-34.2%4,8640.6%TransportationSSOProShares Ultra S&P500$305,8720.0%3,6950.6%ETFDFSVDimensional US Small Cap Value ETF$298,531$231,449 ▼-43.7%10,6050.6%ETFMCFTMasterCraft Boat$290,054$125,861 ▼-30.3%16,8440.6%Consumer DiscretionaryBATRKAtlanta Braves$289,592$176,524 ▼-37.9%7,2380.6%Multi-Sector ConglomeratesVCITVanguard Intermediate-Term Corporate Bond ETF$272,097$17,578 ▼-6.1%3,3280.5%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$248,479$52,897 ▼-17.6%4,9370.5%FinanceARCCAres Capital$240,702$18,858 ▼-7.3%10,8620.5%FinanceHYBLSPDR Blackstone High Income ETF$237,934$30,990 ▲15.0%8,4610.5%ETFLANDGladstone Land$235,080$235,080 ▲New Holding22,3460.5%FinanceVEGNUS Vegan Climate ETF$212,8480.0%4,2810.4%ETFOMFOneMain$169,662$169,662 ▲New Holding3,4710.3%FinanceMFICMidCap Financial Investment$167,8740.0%13,0540.3%FinanceDUKDuke Energy$164,294$164,294 ▲New Holding1,3470.3%UtilitiesIEMGiShares Core MSCI Emerging Markets ETF$161,532$756,389 ▼-82.4%2,9930.3%ETFJNKSPDR Bloomberg High Yield Bond ETF$142,664$142,664 ▲New Holding1,4970.3%FinanceXLEEnergy Select Sector SPDR Fund$138,321$138,321 ▲New Holding1,4800.3%ETFGLDSPDR Gold Shares$130,816$130,816 ▲New Holding4540.3%FinanceSPHRSphere Entertainment$124,369$262,382 ▼-67.8%3,8010.2%Consumer DiscretionarySPHYSPDR Portfolio High Yield Bond ETF$106,069$106,069 ▲New Holding4,5290.2%ETFAVIVAvantis International Large Cap Value ETF$104,718$2,759,217 ▼-96.3%1,8480.2%ETFOBDCBlue Owl Capital$97,958$97,958 ▲New Holding6,6820.2%FinanceTSLXSixth Street Specialty Lending$97,152$97,152 ▲New Holding4,3410.2%FinanceIWNiShares Russell 2000 Value ETF$75,959$198,581 ▼-72.3%5030.1%ETFETYEaton Vance Tax-Managed Diversified Equity Income Fund$73,268$73,268 ▲New Holding5,1380.1%Financial ServicesHTDJohn Hancock Tax-Advantaged Dividend Income Fund$62,505$62,505 ▲New Holding2,6120.1%Financial ServicesMOAltria Group$60,380$60,380 ▲New Holding1,0060.1%Consumer StaplesIGNiShares U.S. Digital Infrastructure and Real Estate ETF$59,704$59,704 ▲New Holding8090.1%ETFNLYAnnaly Capital Management$59,650$59,650 ▲New Holding2,9370.1%FinanceVTCVanguard Total Corporate Bond Fund$57,216$57,216 ▲New Holding7450.1%ETFDVNDevon Energy$55,801$55,801 ▲New Holding1,4920.1%EnergyMSIMotorola Solutions$55,602$55,602 ▲New Holding1270.1%Computer and TechnologyMSFTMicrosoft$54,432$352,119 ▼-86.6%1450.1%Computer and TechnologyVOVanguard Mid-Cap ETF$48,362$48,362 ▲New Holding1870.1%ETFDFASDimensional U.S. Small Cap ETF$45,530$45,530 ▲New Holding7620.1%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$42,365$42,365 ▲New Holding1,6170.1%ETFMGVVanguard Mega Cap Value ETF$38,265$38,265 ▲New Holding2970.1%ETFPMPhilip Morris International$34,762$34,762 ▲New Holding2190.1%Consumer StaplesABTAbbott Laboratories$34,489$34,489 ▲New Holding2600.1%MedicalCSDInvesco S&P Spin-Off ETF$33,984$33,984 ▲New Holding4530.1%ETFCATCaterpillar$32,980$32,980 ▲New Holding1000.1%IndustrialsMGKVanguard Mega Cap Growth ETF$32,432$32,432 ▲New Holding1050.1%ETFMCDMcDonald's$31,237$31,237 ▲New Holding1000.1%Retail/WholesaleVOOVanguard S&P 500 ETF$28,796$28,796 ▲New Holding560.1%ETFARESAres Management$28,003$28,003 ▲New Holding1910.1%FinanceORCLOracle$27,263$27,263 ▲New Holding1950.1%Computer and TechnologyXOMExxon Mobil$23,548$23,548 ▲New Holding1980.0%EnergyPGXInvesco Preferred ETF$20,880$20,880 ▲New Holding1,8610.0%ETFMRKMerck & Co., Inc.$19,927$19,927 ▲New Holding2220.0%MedicalETNEaton$18,213$18,213 ▲New Holding670.0%IndustrialsSCHWCharles Schwab$18,161$18,161 ▲New Holding2320.0%FinanceBLACKROCK INC COM$17,983$17,983 ▲New Holding190.0%StockAMDAdvanced Micro Devices$17,774$17,774 ▲New Holding1730.0%Computer and TechnologyJPMJPMorgan Chase & Co.$16,926$16,926 ▲New Holding690.0%FinanceMAMastercard$15,347$15,347 ▲New Holding280.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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