Redmont Wealth Advisors LLC Top Holdings and 13F Report (2024)

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About Redmont Wealth Advisors LLC

Investment Activity

Redmont Wealth Advisors LLC has $72.20 million in total holdings as of March 31, 2024.
Redmont Wealth Advisors LLC owns shares of 322 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
Approximately 16.13% of the portfolio was purchased this quarter.
About 16.23% of the portfolio was sold this quarter.
This quarter, Redmont Wealth Advisors LLC has purchased 67 new stocks and bought additional shares in 25 stocks.
Redmont Wealth Advisors LLC sold shares of 30 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Invesco S&P 500 Equal Weight ETF: $8,391,302
ProShares S&P 500 Aristocrats ETF: $4,608,432
iShares Preferred and Income Securities ETF: $4,130,346
SPDR S&P 500 ETF Trust: $3,327,610
Vanguard Short-Term Corporate Bond ETF: $2,951,928

Largest New Holdings this Quarter

iShares iBoxx $ High Yield Corporate Bond ETF: $1,047,489 Holding
SLM: $748,378 Holding
MasterCraft Boat: $739,590 Holding
Petróleo Brasileiro S.A. - Petrobras: $583,395 Holding
NVIDIA: $217,758 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust: 2,773 shares (about $1.45M)
iShares iBoxx $ High Yield Corporate Bond ETF: 13,476 shares (about $1.05M)
iShares Preferred and Income Securities ETF: 26,165 shares (about $843.30K)
SLM: 34,345 shares (about $748.38K)
MasterCraft Boat: 31,180 shares (about $739.59K)

Largest Sales this Quarter

Vanguard Intermediate-Term Corporate Bond ETF: 24,125 shares (about $1.94M)
iShares Russell 2000 Value ETF: 9,223 shares (about $1.46M)
Apple: 8,134 shares (about $1.39M)
Invesco S&P 500 Equal Weight ETF: 6,997 shares (about $1.19M)
JPMorgan Ultra-Short Income ETF: 19,363 shares (about $976.86K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
RSP Invesco S&P 500 Equal Weight ETF	$8,391,302	$1,185,087 ▼	-12.4%	49,544	11.6%	ETF
NOBL ProShares S&P 500 Aristocrats ETF	$4,608,432	$735,520 ▼	-13.8%	45,444	6.4%	ETF
PFF iShares Preferred and Income Securities ETF	$4,130,346	$843,299 ▲	25.7%	128,152	5.7%	ETF
SPY SPDR S&P 500 ETF Trust	$3,327,610	$1,450,403 ▲	77.3%	6,362	4.6%	Finance
VCSH Vanguard Short-Term Corporate Bond ETF	$2,951,928	$99,498 ▲	3.5%	38,183	4.1%	ETF
AVIV Avantis International Large Cap Value ETF	$2,818,984	$7,733 ▼	-0.3%	52,126	3.9%	ETF
IWN iShares Russell 2000 Value ETF	$1,993,386	$1,464,707 ▼	-42.4%	12,552	2.8%	ETF
CSWC Capital Southwest	$1,958,371	$36,567 ▼	-1.8%	78,460	2.7%	Finance
DVY iShares Select Dividend ETF	$1,738,193	$374,098 ▼	-17.7%	14,111	2.4%	ETF
QQQ Invesco QQQ	$1,302,431	$16,430 ▲	1.3%	2,933	1.8%	Finance
SGC Superior Group of Companies	$1,253,458	$31,140 ▼	-2.4%	75,875	1.7%	Consumer Discretionary
BRK.B Berkshire Hathaway	$1,108,070	$106,812 ▼	-8.8%	2,635	1.5%	Finance
WIRE Encore Wire	$1,065,054	$31,271 ▼	-2.9%	4,053	1.5%	Industrial Products
HYG iShares iBoxx $ High Yield Corporate Bond ETF	$1,047,489	$1,047,489 ▲	New Holding	13,476	1.5%	ETF
JEF Jefferies Financial Group	$1,036,465	$8,423 ▼	-0.8%	23,503	1.4%	Finance
XCEM Columbia EM Core ex-China ETF	$988,607	$367,571 ▲	59.2%	31,788	1.4%	ETF
RVRB Reverb ETF	$937,752	$138,180 ▲	17.3%	34,224	1.3%	ETF
EZPW EZCORP	$916,325	$4,521 ▼	-0.5%	80,876	1.3%	Finance
CW Curtiss-Wright	$891,228	$22,012 ▼	-2.4%	3,482	1.2%	Aerospace
PATK Patrick Industries	$890,410	$2,628 ▲	0.3%	7,453	1.2%	Construction
ANDE Andersons	$874,329	$18,244 ▼	-2.0%	15,240	1.2%	Basic Materials
IEMG iShares Core MSCI Emerging Markets ETF	$872,040	$15,583 ▲	1.8%	16,900	1.2%	ETF
MLR Miller Industries	$848,174	$13,978 ▼	-1.6%	16,930	1.2%	Auto/Tires/Trucks
ALCO Alico	$813,887	$351 ▼	0.0%	27,797	1.1%	Consumer Staples
OZK Bank OZK	$807,314	$55,324 ▲	7.4%	17,759	1.1%	Finance
AL Air Lease	$803,680	$1,286 ▲	0.2%	15,624	1.1%	Transportation
MODG Topgolf Callaway Brands	$791,667	$60,654 ▲	8.3%	48,959	1.1%	Consumer Discretionary
ESGR Enstar Group	$780,940	$1,865 ▲	0.2%	2,513	1.1%	Finance
SCHW Charles Schwab	$766,463	$39,933 ▲	5.5%	10,595	1.1%	Finance
MBCN Middlefield Banc	$764,566	$95,257 ▲	14.2%	32,017	1.1%	Finance
SPHR Sphere Entertainment	$755,685	$95,608 ▲	14.5%	15,397	1.0%	Consumer Discretionary
SLM SLM	$748,378	$748,378 ▲	New Holding	34,345	1.0%	Finance
MCFT MasterCraft Boat	$739,590	$739,590 ▲	New Holding	31,180	1.0%	Consumer Discretionary
NRIM Northrim BanCorp	$711,843	$5,203 ▼	-0.7%	14,093	1.0%	Finance
CNNE Cannae	$683,769	$43,190 ▲	6.7%	30,745	0.9%	Finance
UHAL U-Haul	$667,295	$46,265 ▲	7.4%	9,880	0.9%	Transportation
F Ford Motor	$643,961	$2,112 ▲	0.3%	48,491	0.9%	Auto/Tires/Trucks
MSFT Microsoft	$623,928	$54,273 ▼	-8.0%	1,483	0.9%	Computer and Technology
LAND Gladstone Land	$607,950	$10,352 ▲	1.7%	45,573	0.8%	Finance
BATRK Atlanta Braves	$601,251	$23,983 ▲	4.2%	15,393	0.8%	Multi-Sector Conglomerates
PBR Petróleo Brasileiro S.A. - Petrobras	$583,395	$583,395 ▲	New Holding	38,356	0.8%	Oils/Energy
RELL Richardson Electronics	$530,415	$23,854 ▲	4.7%	57,591	0.7%	Computer and Technology
DLN WisdomTree U.S. LargeCap Dividend Fund	$466,420		0.0%	6,461	0.6%	Finance
EQUITY COMWLTH 6.5 CNV PFD D	$450,000		0.0%	18,000	0.6%	REIT
EWJ iShares MSCI Japan ETF	$448,577	$16,054 ▲	3.7%	6,287	0.6%	ETF
AAPL Apple	$433,501	$1,394,817 ▼	-76.3%	2,528	0.6%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$404,228	$518,564 ▼	-56.2%	3,341	0.6%	ETF
AB AllianceBernstein	$395,098		0.0%	11,373	0.5%	Finance
VZ Verizon Communications	$388,382		0.0%	9,256	0.5%	Computer and Technology
IWM iShares Russell 2000 ETF	$383,619	$264,790 ▼	-40.8%	1,824	0.5%	Finance
RCL Royal Caribbean Cruises	$347,525		0.0%	2,500	0.5%	Consumer Discretionary
JNJ Johnson & Johnson	$329,193	$12,339 ▼	-3.6%	2,081	0.5%	Medical
FITB Fifth Third Bancorp	$313,569		0.0%	8,427	0.4%	Finance
SRLN SPDR Blackstone Senior Loan ETF	$306,738	$9,096 ▲	3.1%	7,284	0.4%	ETF
SSO ProShares Ultra S&P500	$286,436	$388 ▲	0.1%	3,695	0.4%	ETF
USFR WisdomTree Bloomberg Floating Rate Treasury Fund	$286,200	$70,959 ▼	-19.9%	5,691	0.4%	Finance
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$281,221	$1,942,301 ▼	-87.4%	3,493	0.4%	ETF
DIS Walt Disney	$279,470	$220,615 ▼	-44.1%	2,284	0.4%	Consumer Discretionary
DFAI Dimensional International Core Equity Market ETF	$278,266		0.0%	9,208	0.4%	ETF
ARCC Ares Capital	$270,618	$604 ▼	-0.2%	12,998	0.4%	Finance
GOOGL Alphabet	$247,072	$302 ▼	-0.1%	1,637	0.3%	Computer and Technology
HYBL SPDR Blackstone High Income ETF	$239,508	$369 ▼	-0.2%	8,439	0.3%	ETF
AIF Apollo Tactical Income Fund	$229,372	$4,762 ▲	2.1%	16,040	0.3%	Financial Services
LVS Las Vegas Sands	$222,827		0.0%	4,310	0.3%	Consumer Discretionary
NVDA NVIDIA	$217,758	$217,758 ▲	New Holding	241	0.3%	Computer and Technology
OMF OneMain	$217,388		0.0%	4,255	0.3%	Finance
VEGN US Vegan Climate ETF	$200,639	$200,639 ▲	New Holding	4,281	0.3%	ETF
JPST JPMorgan Ultra-Short Income ETF	$151,350	$976,863 ▼	-86.6%	3,000	0.2%	ETF
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund	$119,412	$119,412 ▲	New Holding	8,938	0.2%	Financial Services
DUK Duke Energy	$113,151	$113,151 ▲	New Holding	1,170	0.2%	Utilities
V Visa	$102,701	$102,701 ▲	New Holding	368	0.1%	Business Services
MRK Merck & Co., Inc.	$92,365	$92,365 ▲	New Holding	700	0.1%	Medical
XOM Exxon Mobil	$88,226	$88,226 ▲	New Holding	759	0.1%	Oils/Energy
ADBE Adobe	$86,287	$86,287 ▲	New Holding	171	0.1%	Computer and Technology
MA Mastercard	$83,312	$83,312 ▲	New Holding	173	0.1%	Business Services
INTU Intuit	$80,600	$80,600 ▲	New Holding	124	0.1%	Computer and Technology
NCLH Norwegian Cruise Line	$79,534	$79,534 ▲	New Holding	3,800	0.1%	Consumer Discretionary
HTD John Hancock Tax-Advantaged Dividend Income Fund	$76,694	$76,694 ▲	New Holding	3,901	0.1%	Financial Services
META Meta Platforms	$73,808	$73,808 ▲	New Holding	152	0.1%	Computer and Technology
MCD McDonald's	$68,514	$68,514 ▲	New Holding	243	0.1%	Retail/Wholesale
ACN Accenture	$67,936	$67,936 ▲	New Holding	196	0.1%	Business Services
MO Altria Group	$66,477	$66,477 ▲	New Holding	1,524	0.1%	Consumer Staples
MNST Monster Beverage	$66,394	$66,394 ▲	New Holding	1,120	0.1%	Consumer Staples
JPM JPMorgan Chase & Co.	$65,698	$169,853 ▼	-72.1%	328	0.1%	Finance
ASML ASML	$62,110	$62,110 ▲	New Holding	64	0.1%	Computer and Technology
BSX Boston Scientific	$60,134	$60,134 ▲	New Holding	878	0.1%	Medical
VTC Vanguard Total Corporate Bond Fund	$57,082	$57,082 ▲	New Holding	745	0.1%	ETF
UNH UnitedHealth Group	$56,891	$56,891 ▲	New Holding	115	0.1%	Medical
NLY Annaly Capital Management	$53,557	$53,557 ▲	New Holding	2,720	0.1%	Finance
LINDE PLC SHS	$50,611	$50,611 ▲	New Holding	109	0.1%	Stock
MSI Motorola Solutions	$48,987	$48,987 ▲	New Holding	138	0.1%	Computer and Technology
AZN AstraZeneca	$47,290	$47,290 ▲	New Holding	698	0.1%	Medical
CAT Caterpillar	$47,269	$47,269 ▲	New Holding	129	0.1%	Industrial Products
BMY Bristol-Myers Squibb	$46,529	$46,529 ▲	New Holding	858	0.1%	Medical
GE General Electric	$43,883	$43,883 ▲	New Holding	250	0.1%	Transportation
PG Procter & Gamble	$42,347	$42,347 ▲	New Holding	261	0.1%	Consumer Staples
SHOP Shopify	$42,135	$42,135 ▲	New Holding	546	0.1%	Computer and Technology
CBOE Cboe Global Markets	$42,074	$42,074 ▲	New Holding	229	0.1%	Financial Services
ANET Arista Networks	$42,047	$42,047 ▲	New Holding	145	0.1%	Computer and Technology
CSD Invesco S&P Spin-Off ETF	$42,014	$42,014 ▲	New Holding	592	0.1%	ETF
PH Parker-Hannifin	$41,128	$41,128 ▲	New Holding	74	0.1%	Industrial Products
CSCO Cisco Systems	$40,627	$40,627 ▲	New Holding	814	0.1%	Computer and Technology
ORCL Oracle	$40,070	$40,070 ▲	New Holding	319	0.1%	Computer and Technology
IYH iShares U.S. Healthcare ETF	$39,926	$39,926 ▲	New Holding	645	0.1%	ETF
LLY Eli Lilly and Company	$39,676	$39,676 ▲	New Holding	51	0.1%	Medical
TJX TJX Companies	$39,351	$39,351 ▲	New Holding	388	0.1%	Retail/Wholesale
FI Fiserv	$36,918	$36,918 ▲	New Holding	231	0.1%	Business Services
ABBV AbbVie	$36,602	$36,602 ▲	New Holding	201	0.1%	Medical
AVGO Broadcom	$35,786	$35,786 ▲	New Holding	27	0.0%	Computer and Technology
LEN Lennar	$35,084	$35,084 ▲	New Holding	204	0.0%	Construction
NVO Novo Nordisk A/S	$34,411	$34,411 ▲	New Holding	268	0.0%	Medical
KR Kroger	$33,821	$33,821 ▲	New Holding	592	0.0%	Retail/Wholesale
ETN Eaton	$33,144	$33,144 ▲	New Holding	106	0.0%	Industrial Products
LW Lamb Weston	$31,959	$31,959 ▲	New Holding	300	0.0%	Consumer Staples
TBLD Thornburg Income Builder Opportunities Trust	$31,548	$31,548 ▲	New Holding	1,951	0.0%	--
COST Costco Wholesale	$31,503	$31,503 ▲	New Holding	43	0.0%	Retail/Wholesale
KMI Kinder Morgan	$31,435	$31,435 ▲	New Holding	1,714	0.0%	Oils/Energy
XLE Energy Select Sector SPDR Fund	$31,253	$654,141 ▼	-95.4%	331	0.0%	ETF
MLM Martin Marietta Materials	$30,697	$30,697 ▲	New Holding	50	0.0%	Construction
DHR Danaher	$29,966	$29,966 ▲	New Holding	120	0.0%	Multi-Sector Conglomerates
ABT Abbott Laboratories	$29,552	$29,552 ▲	New Holding	260	0.0%	Medical
AMP Ameriprise Financial	$28,499	$28,499 ▲	New Holding	65	0.0%	Finance
INCY Incyte	$28,485	$28,485 ▲	New Holding	500	0.0%	Medical
PSX Phillips 66	$28,421	$28,421 ▲	New Holding	174	0.0%	Oils/Energy
KO Coca-Cola	$28,020	$28,020 ▲	New Holding	458	0.0%	Consumer Staples
YUM Yum! Brands	$27,730	$27,730 ▲	New Holding	200	0.0%	Retail/Wholesale
USFD US Foods	$26,985	$26,985 ▲	New Holding	500	0.0%	Consumer Staples
BKR Baker Hughes	$26,800	$26,800 ▲	New Holding	800	0.0%	Oils/Energy
BLK BlackRock	$26,678	$26,678 ▲	New Holding	32	0.0%	Finance
EA Electronic Arts	$26,534	$26,534 ▲	New Holding	200	0.0%	Consumer Discretionary
AMAT Applied Materials	$25,985	$25,985 ▲	New Holding	126	0.0%	Computer and Technology
ICE Intercontinental Exchange	$25,699	$25,699 ▲	New Holding	187	0.0%	Finance
CTVA Corteva	$24,798	$24,798 ▲	New Holding	430	0.0%	Consumer Staples
GD General Dynamics	$24,577	$24,577 ▲	New Holding	87	0.0%	Aerospace
SKX Skechers U.S.A.	$24,504	$24,504 ▲	New Holding	400	0.0%	Consumer Discretionary
MAT Mattel	$23,772	$23,772 ▲	New Holding	1,200	0.0%	Consumer Discretionary
HD Home Depot	$23,016	$23,016 ▲	New Holding	60	0.0%	Retail/Wholesale
ENTG Entegris	$22,767	$22,767 ▲	New Holding	162	0.0%	Computer and Technology
BX Blackstone	$22,727	$22,727 ▲	New Holding	173	0.0%	Finance
ATO Atmos Energy	$22,704	$22,704 ▲	New Holding	191	0.0%	Utilities
CMCSA Comcast	$22,499	$22,499 ▲	New Holding	519	0.0%	Consumer Discretionary
MUFG Mitsubishi UFJ Financial Group	$22,230	$22,230 ▲	New Holding	2,173	0.0%	Finance
PGX Invesco Preferred ETF	$22,109	$22,109 ▲	New Holding	1,861	0.0%	ETF
AON AON	$21,358	$21,358 ▲	New Holding	64	0.0%	Finance
TMUS T-Mobile US	$21,219	$21,219 ▲	New Holding	130	0.0%	Computer and Technology
AMGN Amgen	$20,471	$20,471 ▲	New Holding	72	0.0%	Medical
CVX Chevron	$20,348	$20,348 ▲	New Holding	129	0.0%	Oils/Energy
RPM RPM International	$19,508	$19,508 ▲	New Holding	164	0.0%	Construction
PEP PepsiCo	$19,076	$19,076 ▲	New Holding	109	0.0%	Consumer Staples
WFC Wells Fargo & Company	$18,547	$18,547 ▲	New Holding	320	0.0%	Finance
CINF Cincinnati Financial	$18,253	$18,253 ▲	New Holding	147	0.0%	Finance
NFLX Netflix	$18,220	$18,220 ▲	New Holding	30	0.0%	Consumer Discretionary
ISRG Intuitive Surgical	$17,959	$17,959 ▲	New Holding	45	0.0%	Medical
WMT Walmart	$17,329	$17,329 ▲	New Holding	288	0.0%	Retail/Wholesale
SHEL Shell	$17,296	$17,296 ▲	New Holding	258	0.0%	Oils/Energy
ALC Alcon	$17,074	$17,074 ▲	New Holding	205	0.0%	Medical
CTRA Coterra Energy	$16,867	$16,867 ▲	New Holding	605	0.0%	Oils/Energy
LRCX Lam Research	$16,517	$16,517 ▲	New Holding	17	0.0%	Computer and Technology
RACE Ferrari	$16,130	$16,130 ▲	New Holding	37	0.0%	Auto/Tires/Trucks
PM Philip Morris International	$16,034	$16,034 ▲	New Holding	175	0.0%	Consumer Staples
STZ Constellation Brands	$15,490	$15,490 ▲	New Holding	57	0.0%	Consumer Staples
JPXN iShares JPX-Nikkei 400 ETF	$15,145	$15,145 ▲	New Holding	202	0.0%	ETF
CRM Salesforce	$15,059	$15,059 ▲	New Holding	50	0.0%	Computer and Technology
CB Chubb	$15,030	$15,030 ▲	New Holding	58	0.0%	Finance
ORLY O'Reilly Automotive	$14,675	$14,675 ▲	New Holding	13	0.0%	Retail/Wholesale
UBS UBS Group	$14,592	$14,592 ▲	New Holding	475	0.0%	Finance
QCOM QUALCOMM	$14,391	$14,391 ▲	New Holding	85	0.0%	Computer and Technology
WTM White Mountains Insurance Group	$14,354	$14,354 ▲	New Holding	8	0.0%	Finance
SBUX Starbucks	$14,348	$14,348 ▲	New Holding	157	0.0%	Retail/Wholesale
NKE NIKE	$13,909	$13,909 ▲	New Holding	148	0.0%	Consumer Discretionary
SEIC SEI Investments	$13,805	$13,805 ▲	New Holding	192	0.0%	Finance
MS Morgan Stanley	$13,371	$13,371 ▲	New Holding	142	0.0%	Finance
TMO Thermo Fisher Scientific	$13,368	$13,368 ▲	New Holding	23	0.0%	Medical
SNY Sanofi	$13,171	$13,171 ▲	New Holding	271	0.0%	Medical
RELX Relx	$12,164	$12,164 ▲	New Holding	281	0.0%	Computer and Technology
UL Unilever	$11,795	$11,795 ▲	New Holding	235	0.0%	Consumer Staples
FERG Ferguson	$11,577	$11,577 ▲	New Holding	53	0.0%	Industrial Products
LOW Lowe's Companies	$11,463	$11,463 ▲	New Holding	45	0.0%	Retail/Wholesale
SAP SAP	$11,117	$11,117 ▲	New Holding	57	0.0%	Computer and Technology
LMT Lockheed Martin	$10,917	$10,917 ▲	New Holding	24	0.0%	Aerospace
BKNG Booking	$10,884	$10,884 ▲	New Holding	3	0.0%	Retail/Wholesale
BRO Brown & Brown	$10,767	$10,767 ▲	New Holding	123	0.0%	Finance
SYK Stryker	$10,736	$10,736 ▲	New Holding	30	0.0%	Medical
AXP American Express	$10,701	$10,701 ▲	New Holding	47	0.0%	Finance
ELS Equity LifeStyle Properties	$10,562	$10,562 ▲	New Holding	164	0.0%	Finance
IBM International Business Machines	$10,121	$10,121 ▲	New Holding	53	0.0%	Computer and Technology
MPC Marathon Petroleum	$10,075	$10,075 ▲	New Holding	50	0.0%	Oils/Energy
SXT Sensient Technologies	$9,894	$9,894 ▲	New Holding	143	0.0%	Basic Materials
KLAC KLA	$9,780	$9,780 ▲	New Holding	14	0.0%	Computer and Technology
MCO Moody's	$9,433	$9,433 ▲	New Holding	24	0.0%	Finance
BP BP	$9,232	$9,232 ▲	New Holding	245	0.0%	Oils/Energy
GOOG Alphabet	$9,136	$9,136 ▲	New Holding	60	0.0%	Computer and Technology
MKL Markel Group	$9,129	$9,129 ▲	New Holding	6	0.0%	Multi-Sector Conglomerates
AMD Advanced Micro Devices	$9,025	$9,025 ▲	New Holding	50	0.0%	Computer and Technology
SPG Simon Property Group	$8,763	$8,763 ▲	New Holding	56	0.0%	Finance
EXPD Expeditors International of Washington	$8,631	$8,631 ▲	New Holding	71	0.0%	Transportation
UBER Uber Technologies	$8,469	$8,469 ▲	New Holding	110	0.0%	Computer and Technology
RSG Republic Services	$8,423	$8,423 ▲	New Holding	44	0.0%	Business Services
CDNS Cadence Design Systems	$8,405	$8,405 ▲	New Holding	27	0.0%	Computer and Technology
ELV Elevance Health	$8,297	$8,297 ▲	New Holding	16	0.0%	Medical
COP ConocoPhillips	$8,273	$8,273 ▲	New Holding	65	0.0%	Oils/Energy
PLD Prologis	$8,204	$8,204 ▲	New Holding	63	0.0%	Finance
CHD Church & Dwight	$8,136	$8,136 ▲	New Holding	78	0.0%	Consumer Staples
NVR NVR	$8,100	$8,100 ▲	New Holding	1	0.0%	Construction
STE STERIS	$8,094	$8,094 ▲	New Holding	36	0.0%	Medical
BHP BHP Group	$7,788	$7,788 ▲	New Holding	135	0.0%	Basic Materials
NOW ServiceNow	$7,624	$7,624 ▲	New Holding	10	0.0%	Computer and Technology
SO Southern	$7,533	$7,533 ▲	New Holding	105	0.0%	Utilities
MCK McKesson	$7,516	$7,516 ▲	New Holding	14	0.0%	Medical
CARR Carrier Global	$7,441	$7,441 ▲	New Holding	128	0.0%	Computer and Technology
C Citigroup	$7,273	$7,273 ▲	New Holding	115	0.0%	Finance
BBVA Banco Bilbao Vizcaya Argentaria	$7,246	$7,246 ▲	New Holding	612	0.0%	Finance
URI United Rentals	$7,211	$7,211 ▲	New Holding	10	0.0%	Construction
LYG Lloyds Banking Group	$7,177	$7,177 ▲	New Holding	2,771	0.0%	Finance
PGR Progressive	$7,032	$7,032 ▲	New Holding	34	0.0%	Finance
CCL Carnival Co. &	$7,026	$7,026 ▲	New Holding	430	0.0%	Consumer Discretionary
HCA HCA Healthcare	$7,004	$7,004 ▲	New Holding	21	0.0%	Medical
WDAY Workday	$6,819	$6,819 ▲	New Holding	25	0.0%	Computer and Technology
MMC Marsh & McLennan Companies	$6,797	$6,797 ▲	New Holding	33	0.0%	Finance
REGN Regeneron Pharmaceuticals	$6,737	$6,737 ▲	New Holding	7	0.0%	Medical
INTC Intel	$6,537	$6,537 ▲	New Holding	148	0.0%	Computer and Technology
SONY Sony Group	$6,516	$6,516 ▲	New Holding	76	0.0%	Consumer Discretionary
HMC Honda Motor	$6,478	$6,478 ▲	New Holding	174	0.0%	Auto/Tires/Trucks
KMB Kimberly-Clark	$6,468	$6,468 ▲	New Holding	50	0.0%	Consumer Staples
UPS United Parcel Service	$6,391	$6,391 ▲	New Holding	43	0.0%	Transportation
SMFG Sumitomo Mitsui Financial Group	$6,356	$6,356 ▲	New Holding	540	0.0%	Finance
VRTX Vertex Pharmaceuticals	$6,270	$6,270 ▲	New Holding	15	0.0%	Medical
HUBS HubSpot	$6,266	$6,266 ▲	New Holding	10	0.0%	Computer and Technology
TEL TE Connectivity	$6,245	$6,245 ▲	New Holding	43	0.0%	Computer and Technology
TTE TotalEnergies	$6,195	$6,195 ▲	New Holding	90	0.0%	Oils/Energy
COR Cencora	$6,075	$6,075 ▲	New Holding	25	0.0%	Medical
TT Trane Technologies	$6,004	$6,004 ▲	New Holding	20	0.0%	Business Services
ADP Automatic Data Processing	$5,994	$5,994 ▲	New Holding	24	0.0%	Business Services
AIG American International Group	$5,863	$5,863 ▲	New Holding	75	0.0%	Finance
CMG Chipotle Mexican Grill	$5,814	$5,814 ▲	New Holding	2	0.0%	Retail/Wholesale
MAR Marriott International	$5,803	$5,803 ▲	New Holding	23	0.0%	Consumer Discretionary
DHI D.R. Horton	$5,759	$5,759 ▲	New Holding	35	0.0%	Construction
DE Deere & Company	$5,750	$5,750 ▲	New Holding	14	0.0%	Industrial Products
DD DuPont de Nemours	$5,750	$5,750 ▲	New Holding	75	0.0%	Basic Materials
NOC Northrop Grumman	$5,744	$5,744 ▲	New Holding	12	0.0%	Aerospace
SAN Banco Santander	$5,692	$5,692 ▲	New Holding	1,176	0.0%	Finance
MSCI MSCI	$5,605	$5,605 ▲	New Holding	10	0.0%	Computer and Technology
GLW Corning	$5,603	$5,603 ▲	New Holding	170	0.0%	Computer and Technology
SLB Schlumberger	$5,481	$5,481 ▲	New Holding	100	0.0%	Oils/Energy
SWKS Skyworks Solutions	$5,416	$5,416 ▲	New Holding	50	0.0%	Computer and Technology
IDXX IDEXX Laboratories	$5,399	$5,399 ▲	New Holding	10	0.0%	Medical
GILD Gilead Sciences	$5,347	$5,347 ▲	New Holding	73	0.0%	Medical
RTX RTX	$5,267	$5,267 ▲	New Holding	54	0.0%	Aerospace
ODFL Old Dominion Freight Line	$5,263	$5,263 ▲	New Holding	24	0.0%	Transportation
MET MetLife	$5,262	$5,262 ▲	New Holding	71	0.0%	Finance
STT State Street	$5,180	$5,180 ▲	New Holding	67	0.0%	Finance
GWW W.W. Grainger	$5,087	$5,087 ▲	New Holding	5	0.0%	Industrial Products
APH Amphenol	$5,075	$5,075 ▲	New Holding	44	0.0%	Computer and Technology
EOG EOG Resources	$4,986	$4,986 ▲	New Holding	39	0.0%	Oils/Energy
UAL United Airlines	$4,932	$4,932 ▲	New Holding	103	0.0%	Transportation
ING ING Groep	$4,931	$4,931 ▲	New Holding	299	0.0%	Finance
JCI Johnson Controls International	$4,899	$4,899 ▲	New Holding	75	0.0%	Industrial Products
LYB LyondellBasell Industries	$4,807	$4,807 ▲	New Holding	47	0.0%	Basic Materials
FCX Freeport-McMoRan	$4,796	$4,796 ▲	New Holding	102	0.0%	Basic Materials
WEX WEX	$4,751	$4,751 ▲	New Holding	20	0.0%	Business Services
HLT Hilton Worldwide	$4,693	$4,693 ▲	New Holding	22	0.0%	Consumer Discretionary
NVS Novartis	$4,643	$4,643 ▲	New Holding	48	0.0%	Medical
EQNR Equinor ASA	$4,622	$4,622 ▲	New Holding	171	0.0%	Oils/Energy
PCAR PACCAR	$4,584	$4,584 ▲	New Holding	37	0.0%	Auto/Tires/Trucks
GGAL Grupo Financiero Galicia	$4,576	$4,576 ▲	New Holding	180	0.0%	Finance
ADI Analog Devices	$4,549	$4,549 ▲	New Holding	23	0.0%	Computer and Technology
KKR KKR & Co. Inc.	$4,426	$4,426 ▲	New Holding	44	0.0%	Finance
CMI Cummins	$4,420	$4,420 ▲	New Holding	15	0.0%	Auto/Tires/Trucks
NWG NatWest Group	$4,406	$4,406 ▲	New Holding	648	0.0%	Finance
NUE Nucor	$4,354	$4,354 ▲	New Holding	22	0.0%	Basic Materials
FDX FedEx	$4,346	$4,346 ▲	New Holding	15	0.0%	Transportation
WDS Woodside Energy Group	$4,333	$4,333 ▲	New Holding	217	0.0%	Oils/Energy
WELL Welltower	$4,298	$4,298 ▲	New Holding	46	0.0%	Finance
SPGI S&P Global	$4,255	$4,255 ▲	New Holding	10	0.0%	Business Services
ULTA Ulta Beauty	$4,183	$4,183 ▲	New Holding	8	0.0%	Retail/Wholesale
HON Honeywell International	$4,105	$4,105 ▲	New Holding	20	0.0%	Multi-Sector Conglomerates
VMC Vulcan Materials	$4,094	$4,094 ▲	New Holding	15	0.0%	Construction
GIS General Mills	$4,058	$4,058 ▲	New Holding	58	0.0%	Consumer Staples
SCHD Schwab US Dividend Equity ETF	$3,977	$3,977 ▲	New Holding	49	0.0%	ETF
AMT American Tower	$3,952	$3,952 ▲	New Holding	20	0.0%	Finance
ON Onsemi	$3,898	$3,898 ▲	New Holding	53	0.0%	Computer and Technology
BUD Anheuser-Busch InBev SA/NV	$3,890	$3,890 ▲	New Holding	64	0.0%	Consumer Staples
USB U.S. Bancorp	$3,889	$3,889 ▲	New Holding	87	0.0%	Finance
BA Boeing	$3,860	$3,860 ▲	New Holding	20	0.0%	Aerospace
AJG Arthur J. Gallagher & Co.	$3,751	$3,751 ▲	New Holding	15	0.0%	Finance
EBAY eBay	$3,747	$3,747 ▲	New Holding	71	0.0%	Retail/Wholesale
BDX Becton, Dickinson and Company	$3,712	$3,712 ▲	New Holding	15	0.0%	Medical
TAK Takeda Pharmaceutical	$3,695	$3,695 ▲	New Holding	266	0.0%	Medical
ROST Ross Stores	$3,669	$3,669 ▲	New Holding	25	0.0%	Retail/Wholesale
AIRC Apartment Income REIT	$3,637	$3,637 ▲	New Holding	112	0.0%	Finance
MDB MongoDB	$3,586	$3,586 ▲	New Holding	10	0.0%	Computer and Technology
TXT Textron	$3,549	$3,549 ▲	New Holding	37	0.0%	Aerospace
ED Consolidated Edison	$3,542	$3,542 ▲	New Holding	39	0.0%	Utilities
KMX CarMax	$3,484	$3,484 ▲	New Holding	40	0.0%	Retail/Wholesale
HUM Humana	$3,467	$3,467 ▲	New Holding	10	0.0%	Medical
TRV Travelers Companies	$3,452	$3,452 ▲	New Holding	15	0.0%	Finance
VICI VICI Properties	$3,366	$3,366 ▲	New Holding	113	0.0%	Finance
IT Gartner	$3,337	$3,337 ▲	New Holding	7	0.0%	Business Services
BK Bank of New York Mellon	$3,227	$3,227 ▲	New Holding	56	0.0%	Finance
AZO AutoZone	$3,152	$3,152 ▲	New Holding	1	0.0%	Retail/Wholesale
WEC WEC Energy Group	$3,038	$3,038 ▲	New Holding	37	0.0%	Utilities
BFLY Butterfly Network	$2,861	$2,861 ▲	New Holding	2,649	0.0%	Medical
ADM Archer-Daniels-Midland	$2,701	$2,701 ▲	New Holding	43	0.0%	Consumer Staples
DOW DOW	$2,607	$2,607 ▲	New Holding	45	0.0%	Basic Materials
HES Hess	$2,595	$2,595 ▲	New Holding	17	0.0%	Oils/Energy
MMM 3M	$2,546	$2,546 ▲	New Holding	24	0.0%	Multi-Sector Conglomerates
PFE Pfizer	$2,387	$2,387 ▲	New Holding	86	0.0%	Medical
ENB Enbridge	$2,279	$2,279 ▲	New Holding	63	0.0%	Oils/Energy
FLL Full House Resorts	$2,228	$2,228 ▲	New Holding	400	0.0%	Consumer Discretionary
OMC Omnicom Group	$1,935	$1,935 ▲	New Holding	20	0.0%	Business Services
OTIS Otis Worldwide	$1,886	$1,886 ▲	New Holding	19	0.0%	Construction
D Dominion Energy	$1,082	$1,082 ▲	New Holding	22	0.0%	Utilities
VOO Vanguard S&P 500 ETF	$964	$964 ▲	New Holding	2	0.0%	ETF
AIV Apartment Investment and Management	$917	$917 ▲	New Holding	112	0.0%	Finance
WPP WPP	$806	$806 ▲	New Holding	17	0.0%	Business Services
XLF Financial Select Sector SPDR Fund	$423	$423 ▲	New Holding	10	0.0%	ETF
SCHB Schwab U.S. Broad Market ETF	$401	$401 ▲	New Holding	7	0.0%	ETF
REZI Resideo Technologies	$67	$67 ▲	New Holding	3	0.0%	Industrial Products
HAS Hasbro	$57	$57 ▲	New Holding	1	0.0%	Consumer Discretionary
SCHF Schwab International Equity ETF	$10	$10 ▲	New Holding	0	0.0%	ETF
TROW T. Rowe Price Group	$0		New Holding	0	0.0%	Finance
YNDX Yandex	$0		New Holding	5	0.0%	Computer and Technology
PLOW Douglas Dynamics	$0	$637,526 ▼	-100.0%	0	0.0%	Auto/Tires/Trucks
NHI National Health Investors	$0	$549,073 ▼	-100.0%	0	0.0%	Finance
GS The Goldman Sachs Group	$0	$200,674 ▼	-100.0%	0	0.0%	Finance

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Redmont Wealth Advisors LLC Top Holdings and 13F Report (2024)

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Redmont Wealth Advisors LLC Top Holdings and 13F Report (2024)

About Redmont Wealth Advisors LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRedmont Wealth Advisors LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

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