Redmont-Wealth-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "ARES", "NLY", "PATK", "MMM", "ABT", "OBDC", "JEF", "AXP", "AIG", "BATRK", "BLK", null, "CAT", null, "MFIC", "ANDE", "KMX", "ARCC", null, "DUK", "D", "NRIM", "MCFT", "ETY", "REZI", "EBAY", "BUSE", "CION", "FITB", "GD", "TSLX", "AIV", "HON", "MCD", "HTD", "BKNG", "META", "MLR", "MBCN", "RELL", null, null, "SGC", "UHAL", null, null, null, null, null, null, null, null, "MA", "MSFT", "EZPW", "HAS", "NVS", "OMC", "OMF", "DLN", "ORCL", null, "PEP", null, "IEMG", "SPY", "ENB", "INTC", "LMT", "PG", "MRK", "VZ", null, null, "SLB", "SPG", "RTX", "GLD", null, null, "AMT", null, "SBUX", "TEL", "UAL", "UL", "VO", "ALCO", "SCHW", "AB", "VWO", null, null, null, "VCIT", "CSWC", "IWN", "SNY", "VYM", null, "SLM", "GGAL", "ATO", "AMD", "NCLH", "FSTR", "LAND", "RACE", "MSI", "SCHB", null, null, "AL", "VEU", null, "MGK", null, "MGV", "VB", "VOO", "V", "WFC", null, null, null, "WPP", null, null, "SCHD", "DVY", null, "OTIS", null, "LYB", "PBI", "MCK", null, "SPYV", null, "MSGE", "OZK", "BK", "BRK-B", "BDX", "BMY", "BCO", "BFLY", "CARR", "CCL", "CB", "CHRD", "CSCO", "CMCSA", "COST", "GLW", "CW", "DVN", null, null, "DFAX", "DFAC", "RSP", null, "ADI", "NKE", "MAR", "QQQ", "IWM", "DIS", "ETN", "GOOG", "XOM", "JNJ", "PM", null, "MO", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-28
- Total Holdings
- 178
- Total Value
- 51342216
- Accession Number
- 0001910482-25-000004
- Form Type
- 13F-HR
- Manager Name
- Redmont-Wealth-Advisors
Data Enrichment
77% identified137 identified41 unidentified
Holdings
178 positions
Manager:
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Page 1 of 9
74348A467
Shares:47.0K
Value:$4.8M
464288687
Shares:129.1K
Value:$4.0M
92206C409
Shares:38.2K
Value:$3.0M
25434V203
Shares:58.5K
Value:$1.8M
464288513
Shares:13.8K
Value:$1.1M
025072877
Shares:11.8K
Value:$1.0M
92189F486
Shares:22.6K
Value:$576.5K
46434V860
Shares:11.4K
Value:$575.8K
19762B202
Shares:18.9K
Value:$558.1K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
44.8K | All Managers (Combined) | $7.8M | |||
(cusip74348A467)✕ | 47.0K | All Managers (Combined) | $4.8M | ||
(cusip464288687)✕ | 129.1K | QoQ -0.33% (-434)YoY +0.75% (-968) | All Managers (Combined) | $4.0M | |
(cusip92206C409)✕ | 38.2K | All Managers (Combined) | $3.0M | ||
4.5K | All Managers (Combined) | $2.5M | |||
14.1K | All Managers (Combined) | $1.9M | |||
(cusip25434V203)✕ | 58.5K | All Managers (Combined) | $1.8M | ||
53.6K | All Managers (Combined) | $1.2M | |||
(cusip464288513)✕ | 13.8K | QoQ 0.00% (+0)YoY +2.17% (+293) | All Managers (Combined) | $1.1M | |
(cusip025072877)✕ | 11.8K | QoQ +8.97% (-973)YoY NEW(+11.8K) | All Managers (Combined) | $1.0M | YoY NEW(+$1.0M) |
34.3K | All Managers (Combined) | $1.0M | |||
1.3K | All Managers (Combined) | $698.2K | |||
2.2K | All Managers (Combined) | $682.4K | |||
(cusip92189F486)✕ | 22.6K | QoQ NEW(+22.6K) YoY NEW(+22.6K) | All Managers (Combined) | $576.5K | QoQ NEW(+$576.5K) YoY NEW(+$576.5K) |
(cusip46434V860)✕ | 11.4K | QoQ NEW(+11.4K) YoY NEW(+11.4K) | All Managers (Combined) | $575.8K | QoQ NEW(+$575.8K) YoY NEW(+$575.8K) |
(cusip19762B202)✕ | 18.9K | QoQ 0.00% (-0) | All Managers (Combined) | $558.1K | |
7.3K | All Managers (Combined) | $536.6K | |||
9.9K | All Managers (Combined) | $530.3K | |||
6.5K | All Managers (Combined) | $512.8K | |||
56.6K | YoY NEW(+56.6K) | All Managers (Combined) | $512.6K | YoY NEW(+$512.6K) |