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 3 of 9
74347R107
Shares:3.7K
Value:$305.9K
25434V815
Shares:10.6K
Value:$298.5K
97717Y527
Shares:4.9K
Value:$248.5K
78470P846
Shares:8.5K
Value:$237.9K
26922A297
Shares:4.3K
Value:$212.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
8.4K | All Managers (Combined) | $330.3K | |||
29.0K | All Managers (Combined) | $324.2K | |||
31.2K | YoY NEW(+31.2K) | All Managers (Combined) | $322.4K | YoY NEW(+$322.4K) | |
1.9K | QoQ -5.65% (-116)YoY -6.96% (-145) | All Managers (Combined) | $321.1K | ||
14.7K | QoQ NEW(+14.7K) YoY NEW(+14.7K) | All Managers (Combined) | $318.0K | QoQ NEW(+$318.0K) YoY NEW(+$318.0K) | |
4.9K | All Managers (Combined) | $317.9K | |||
(cusip74347R107)✕ | 3.7K | All Managers (Combined) | $305.9K | ||
(cusip25434V815)✕ | 10.6K | YoY NEW(+10.6K) | All Managers (Combined) | $298.5K | YoY NEW(+$298.5K) |
16.8K | All Managers (Combined) | $290.1K | |||
7.2K | All Managers (Combined) | $289.6K | |||
3.3K | QoQ -6.06% (-215)YoY -4.72% (-165) | All Managers (Combined) | $272.1K | ||
(cusip97717Y527)✕ | 4.9K | All Managers (Combined) | $248.5K | ||
10.9K | All Managers (Combined) | $240.7K | |||
(cusip78470P846)✕ | 8.5K | All Managers (Combined) | $237.9K | ||
22.3K | QoQ NEW(+22.3K) | All Managers (Combined) | $235.1K | QoQ NEW(+$235.1K) | |
(cusip26922A297)✕ | 4.3K | All Managers (Combined) | $212.8K | ||
3.5K | QoQ NEW(+3.5K) | All Managers (Combined) | $169.7K | QoQ NEW(+$169.7K) | |
13.1K | QoQ 0.00% (-0)YoY NEW(+13.1K) | All Managers (Combined) | $167.9K | YoY NEW(+$167.9K) | |
Duke Energy CORP(DUKcusip26441C204) | 1.3K | QoQ NEW(+1.3K) | All Managers (Combined) | $164.3K | QoQ NEW(+$164.3K) |
3.0K | All Managers (Combined) | $161.5K |