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 5 of 9
46137V159
Shares:453
Value:$34.0K
46138E511
Shares:1.9K
Value:$20.9K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
1.6K | QoQ NEW(+1.6K) YoY NEW(+1.6K) | All Managers (Combined) | $42.4K | QoQ NEW(+$42.4K) YoY NEW(+$42.4K) | |
297 | QoQ NEW(+297) YoY NEW(+297) | All Managers (Combined) | $38.3K | QoQ NEW(+$38.3K) YoY NEW(+$38.3K) | |
219 | QoQ NEW(+219) YoY +25.14% (+44) | All Managers (Combined) | $34.8K | QoQ NEW(+$34.8K) | |
260 | QoQ NEW(+260) YoY 0.00% (+0) | All Managers (Combined) | $34.5K | QoQ NEW(+$34.5K) | |
(cusip46137V159)✕ | 453 | QoQ NEW(+453) | All Managers (Combined) | $34.0K | QoQ NEW(+$34.0K) |
CATERPILLAR INC(CATcusip149123101) | 100 | QoQ NEW(+100) YoY -22.48% (-29) | All Managers (Combined) | $33.0K | QoQ NEW(+$33.0K) |
105 | QoQ NEW(+105) YoY NEW(+105) | All Managers (Combined) | $32.4K | QoQ NEW(+$32.4K) YoY NEW(+$32.4K) | |
MCDONALDS CORP(MCDcusip580135101) | 100 | QoQ NEW(+100) | All Managers (Combined) | $31.2K | QoQ NEW(+$31.2K) |
56 | QoQ NEW(+56) | All Managers (Combined) | $28.8K | QoQ NEW(+$28.8K) | |
191 | QoQ NEW(+191) YoY NEW(+191) | All Managers (Combined) | $28.0K | QoQ NEW(+$28.0K) YoY NEW(+$28.0K) | |
ORACLE CORP(ORCLcusip68389X105) | 195 | QoQ NEW(+195) | All Managers (Combined) | $27.3K | QoQ NEW(+$27.3K) |
EXXON MOBIL CORP(XOMcusip30231G102) | 198 | QoQ NEW(+198) | All Managers (Combined) | $23.5K | QoQ NEW(+$23.5K) |
(cusip46138E511)✕ | 1.9K | QoQ NEW(+1.9K) YoY 0.00% (-0) | All Managers (Combined) | $20.9K | QoQ NEW(+$20.9K) |
222 | QoQ NEW(+222) | All Managers (Combined) | $19.9K | QoQ NEW(+$19.9K) | |
Eaton Corp plc(ETNcusipG29183103) | 67 | QoQ NEW(+67) YoY -36.79% (-39) | All Managers (Combined) | $18.2K | QoQ NEW(+$18.2K) |
232 | QoQ NEW(+232) | All Managers (Combined) | $18.2K | QoQ NEW(+$18.2K) | |
BlackRock, Inc.(BLKcusip09290D101) | 19 | QoQ NEW(+19) YoY NEW(+19) | All Managers (Combined) | $18.0K | QoQ NEW(+$18.0K) YoY NEW(+$18.0K) |
173 | QoQ NEW(+173) | All Managers (Combined) | $17.8K | QoQ NEW(+$17.8K) | |
69 | QoQ NEW(+69) | All Managers (Combined) | $16.9K | QoQ NEW(+$16.9K) | |
Mastercard Inc(MAcusip57636Q104) | 28 | QoQ NEW(+28) | All Managers (Combined) | $15.3K | QoQ NEW(+$15.3K) |