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 6 of 9
464287382
Shares:125
Value:$9.1K
78464A474
Shares:252
Value:$7.6K
03073E105
Shares:25
Value:$7.0K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
15 | QoQ NEW(+15) YoY -65.11% (-28) | All Managers (Combined) | $14.2K | QoQ NEW(+$14.2K) | |
198 | QoQ NEW(+198) | All Managers (Combined) | $12.1K | QoQ NEW(+$12.1K) | |
20 | QoQ NEW(+20) | All Managers (Combined) | $11.5K | QoQ NEW(+$11.5K) | |
41 | QoQ NEW(+41) YoY NEW(+41) | All Managers (Combined) | $11.3K | QoQ NEW(+$11.3K) YoY NEW(+$11.3K) | |
180 | QoQ NEW(+180) YoY 0.00% (+0) | All Managers (Combined) | $9.8K | QoQ NEW(+$9.8K) | |
Ferrari N.V.(RACEcusipN3167Y103) | 22 | QoQ NEW(+22) YoY -40.54% (-15) | All Managers (Combined) | $9.4K | QoQ NEW(+$9.4K) |
NIKE, Inc.(NKEcusip654106103) | 148 | QoQ NEW(+148) YoY 0.00% (-0) | All Managers (Combined) | $9.4K | QoQ NEW(+$9.4K) |
Alphabet Inc.(GOOGcusip02079K107) | 60 | QoQ NEW(+60) YoY 0.00% (+0) | All Managers (Combined) | $9.4K | QoQ NEW(+$9.4K) |
2 | QoQ NEW(+2) YoY -33.33% (-1) | All Managers (Combined) | $9.2K | QoQ NEW(+$9.2K) | |
(cusip464287382)✕ | 125 | QoQ NEW(+125) YoY -38.11% (-77) | All Managers (Combined) | $9.1K | QoQ NEW(+$9.1K) |
28 | QoQ NEW(+28) YoY -51.72% (-30) | All Managers (Combined) | $8.5K | QoQ NEW(+$8.5K) | |
CARNIVAL CORP(CCLcusip143658300) | 430 | QoQ NEW(+430) YoY 0.00% (+0) | All Managers (Combined) | $8.4K | QoQ NEW(+$8.4K) |
COMCAST CORP(CMCSAcusip20030N101) | 219 | QoQ NEW(+219) | All Managers (Combined) | $8.1K | QoQ NEW(+$8.1K) |
46 | QoQ NEW(+46) | All Managers (Combined) | $7.8K | QoQ NEW(+$7.8K) | |
CORNING INC /NY(GLWcusip219350105) | 170 | QoQ NEW(+170) YoY 0.00% (+0) | All Managers (Combined) | $7.8K | QoQ NEW(+$7.8K) |
STARBUCKS CORP(SBUXcusip855244109) | 79 | QoQ NEW(+79) YoY -49.68% (-78) | All Managers (Combined) | $7.7K | QoQ NEW(+$7.7K) |
(cusip78464A474)✕ | 252 | QoQ NEW(+252) YoY NEW(+252) | All Managers (Combined) | $7.6K | QoQ NEW(+$7.6K) YoY NEW(+$7.6K) |
54 | QoQ NEW(+54) YoY 0.00% (+0) | All Managers (Combined) | $7.2K | QoQ NEW(+$7.2K) | |
46 | QoQ NEW(+46) | All Managers (Combined) | $7.1K | QoQ NEW(+$7.1K) | |
(cusip03073E105)✕ | 25 | QoQ NEW(+25) YoY 0.00% (+0) | All Managers (Combined) | $7.0K | QoQ NEW(+$7.0K) |