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

SEC FilingSEC DataHachi Filing

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
CIK: redmont-wealth-advisors
Manager Name: Redmont-Wealth-Advisors

Data Enrichment

77% identified

137 identified41 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

178 positions • $51.3M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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FIFTH THIRD BANCORP

FITB|316773100

Shares:8.4K

Value:$330.3K

% of Portfolio:0.6% ($330.3K/$51.3M)

RICHARDSON ELECTRONICS, LTD.

RELL|763165107

Shares:29.0K

Value:$324.2K

% of Portfolio:0.6% ($324.2K/$51.3M)

CION Investment Corp

CION|17259U204

Shares:31.2K

Value:$322.4K

% of Portfolio:0.6% ($322.4K/$51.3M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:1.9K

Value:$321.1K

% of Portfolio:0.6% ($321.1K/$51.3M)

FIRST BUSEY CORP /NV/

BUSE|319383204

Shares:14.7K

Value:$318.0K

% of Portfolio:0.6% ($318.0K/$51.3M)

U-Haul Holding Co /NV/

UHAL|023586100

Shares:4.9K

Value:$317.9K

% of Portfolio:0.6% ($317.9K/$51.3M)

74347R107

Shares:3.7K

Value:$305.9K

% of Portfolio:0.6% ($305.9K/$51.3M)

25434V815

Shares:10.6K

Value:$298.5K

% of Portfolio:0.6% ($298.5K/$51.3M)

MasterCraft Boat Holdings, Inc.

MCFT|57637H103

Shares:16.8K

Value:$290.1K

% of Portfolio:0.6% ($290.1K/$51.3M)

Atlanta Braves Holdings, Inc.

BATRK|047726302

Shares:7.2K

Value:$289.6K

% of Portfolio:0.6% ($289.6K/$51.3M)

92206C870

VCIT|92206C870

Shares:3.3K

Value:$272.1K

% of Portfolio:0.5% ($272.1K/$51.3M)

97717Y527

Shares:4.9K

Value:$248.5K

% of Portfolio:0.5% ($248.5K/$51.3M)

ARES CAPITAL CORP

ARCC|04010L103

Shares:10.9K

Value:$240.7K

% of Portfolio:0.5% ($240.7K/$51.3M)

78470P846

Shares:8.5K

Value:$237.9K

% of Portfolio:0.5% ($237.9K/$51.3M)

GLADSTONE LAND Corp

LAND|376549101

Shares:22.3K

Value:$235.1K

% of Portfolio:0.5% ($235.1K/$51.3M)

26922A297

Shares:4.3K

Value:$212.8K

% of Portfolio:0.4% ($212.8K/$51.3M)

OneMain Holdings, Inc.

OMF|68268W103

Shares:3.5K

Value:$169.7K

% of Portfolio:0.3% ($169.7K/$51.3M)

MidCap Financial Investment Corp

MFIC|03761U502

Shares:13.1K

Value:$167.9K

% of Portfolio:0.3% ($167.9K/$51.3M)

Duke Energy CORP

DUK|26441C204

Shares:1.3K

Value:$164.3K

% of Portfolio:0.3% ($164.3K/$51.3M)

46434G103

IEMG|46434G103

Shares:3.0K

Value:$161.5K

% of Portfolio:0.3% ($161.5K/$51.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
FIFTH THIRD BANCORP(FITBcusip316773100)	8.4K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$330.3K	0.6% ($330.3K/$51.3M)	QoQ -7.28% (-$26.0K) YoY +5.34% (+$16.8K)
RICHARDSON ELECTRONICS, LTD.(RELLcusip763165107)	29.0K	QoQ -32.89% (-14.2K) YoY -49.55% (-28.5K)	All Managers (Combined)	$324.2K	0.6% ($324.2K/$51.3M)	QoQ -46.61% (-$283.1K) YoY -38.88% (-$206.2K)
CION Investment Corp(CIONcusip17259U204)	31.2K	QoQ -29.36% (-12.9K) YoY NEW(+31.2K)	All Managers (Combined)	$322.4K	0.6% ($322.4K/$51.3M)	QoQ -35.87% (-$180.3K) YoY NEW(+$322.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	1.9K	QoQ -5.65% (-116) YoY -6.96% (-145)	All Managers (Combined)	$321.1K	0.6% ($321.1K/$51.3M)	QoQ +8.19% (-$24.3K) YoY -2.46% (-$8.1K)
FIRST BUSEY CORP /NV/(BUSEcusip319383204)	14.7K	QoQ NEW(+14.7K) YoY NEW(+14.7K)	All Managers (Combined)	$318.0K	0.6% ($318.0K/$51.3M)	QoQ NEW(+$318.0K) YoY NEW(+$318.0K)
U-Haul Holding Co /NV/(UHALcusip023586100)	4.9K	QoQ -34.21% (-2.5K) YoY -50.76% (-5.0K)	All Managers (Combined)	$317.9K	0.6% ($317.9K/$51.3M)	QoQ -37.76% (-$192.9K) YoY -52.35% (-$349.4K)
(cusip74347R107)✕	3.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$305.9K	0.6% ($305.9K/$51.3M)	QoQ -10.51% (-$36.0K) YoY +6.78% (+$19.4K)
(cusip25434V815)✕	10.6K	QoQ -43.67% (-8.2K) YoY NEW(+10.6K)	All Managers (Combined)	$298.5K	0.6% ($298.5K/$51.3M)	QoQ -48.48% (-$281.0K) YoY NEW(+$298.5K)
MasterCraft Boat Holdings, Inc.(MCFTcusip57637H103)	16.8K	QoQ -30.26% (-7.3K) YoY -45.97% (-14.3K)	All Managers (Combined)	$290.1K	0.6% ($290.1K/$51.3M)	QoQ -37.02% (-$170.5K) YoY -60.78% (-$449.5K)
Atlanta Braves Holdings, Inc.(BATRKcusip047726302)	7.2K	QoQ -37.87% (-4.4K) YoY -52.97% (-8.2K)	All Managers (Combined)	$289.6K	0.6% ($289.6K/$51.3M)	QoQ -35.02% (-$156.1K) YoY -51.83% (-$311.7K)
(VCITcusip92206C870)	3.3K	QoQ -6.06% (-215) YoY -4.72% (-165)	All Managers (Combined)	$272.1K	0.5% ($272.1K/$51.3M)	QoQ -4.32% (-$12.3K) YoY -3.24% (-$9.1K)
(cusip97717Y527)✕	4.9K	QoQ -17.55% (-1.1K) YoY -13.24% (-754)	All Managers (Combined)	$248.5K	0.5% ($248.5K/$51.3M)	QoQ -17.53% (-$52.8K) YoY -13.17% (-$37.7K)
ARES CAPITAL CORP(ARCCcusip04010L103)	10.9K	QoQ -7.26% (-851) YoY -16.43% (-2.1K)	All Managers (Combined)	$240.7K	0.5% ($240.7K/$51.3M)	QoQ -6.12% (-$15.7K) YoY -11.05% (-$29.9K)
(cusip78470P846)✕	8.5K	QoQ +14.97% (+1.1K) YoY +0.26% (-22)	All Managers (Combined)	$237.9K	0.5% ($237.9K/$51.3M)	QoQ +13.98% (+$29.2K) YoY -0.65% (-$1.6K)
GLADSTONE LAND Corp(LANDcusip376549101)	22.3K	QoQ NEW(+22.3K) YoY -50.96% (-23.2K)	All Managers (Combined)	$235.1K	0.5% ($235.1K/$51.3M)	QoQ NEW(+$235.1K) YoY -61.33% (-$372.9K)
(cusip26922A297)✕	4.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$212.8K	0.4% ($212.8K/$51.3M)	QoQ -7.51% (-$17.3K) YoY +6.08% (+$12.2K)
OneMain Holdings, Inc.(OMFcusip68268W103)	3.5K	QoQ NEW(+3.5K) YoY -18.42% (-784)	All Managers (Combined)	$169.7K	0.3% ($169.7K/$51.3M)	QoQ NEW(+$169.7K) YoY -21.95% (-$47.7K)
MidCap Financial Investment Corp(MFICcusip03761U502)	13.1K	QoQ 0.00% (-0) YoY NEW(+13.1K)	All Managers (Combined)	$167.9K	0.3% ($167.9K/$51.3M)	QoQ -4.67% (-$8.2K) YoY NEW(+$167.9K)
Duke Energy CORP(DUKcusip26441C204)	1.3K	QoQ NEW(+1.3K) YoY +15.12% (+177)	All Managers (Combined)	$164.3K	0.3% ($164.3K/$51.3M)	QoQ NEW(+$164.3K) YoY +45.19% (+$51.1K)
(IEMGcusip46434G103)	3.0K	QoQ -82.40% (-14.0K) YoY -82.28% (-13.9K)	All Managers (Combined)	$161.5K	0.3% ($161.5K/$51.3M)	QoQ -81.81% (-$726.6K) YoY -81.47% (-$710.5K)