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:
Search and click to pin securities to the top
Page 7 of 9
46429B747
Shares:37
Value:$3.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
135 | QoQ NEW(+135) YoY NEW(+135) | All Managers (Combined) | $6.9K | QoQ NEW(+$6.9K) YoY NEW(+$6.9K) | |
111 | QoQ NEW(+111) | All Managers (Combined) | $6.8K | QoQ NEW(+$6.8K) | |
43 | QoQ NEW(+43) YoY NEW(+43) | All Managers (Combined) | $6.1K | QoQ NEW(+$6.1K) YoY NEW(+$6.1K) | |
2.6K | QoQ NEW(+2.6K) YoY 0.00% (+0) | All Managers (Combined) | $6.0K | QoQ NEW(+$6.0K) | |
17 | QoQ NEW(+17) | All Managers (Combined) | $6.0K | QoQ NEW(+$6.0K) | |
169 | QoQ NEW(+169) YoY NEW(+169) | All Managers (Combined) | $5.6K | QoQ NEW(+$5.6K) YoY NEW(+$5.6K) | |
77 | QoQ NEW(+77) | All Managers (Combined) | $5.5K | QoQ NEW(+$5.5K) | |
NOVARTIS AG(NVScusip66987V109) | 48 | QoQ NEW(+48) YoY 0.00% (+0) | All Managers (Combined) | $5.4K | QoQ NEW(+$5.4K) |
71 | QoQ NEW(+71) YoY 0.00% (+0) | All Managers (Combined) | $4.8K | QoQ NEW(+$4.8K) | |
MCKESSON CORP(MCKcusip58155Q103) | 7 | QoQ NEW(+7) YoY -50.00% (-7) | All Managers (Combined) | $4.7K | QoQ NEW(+$4.7K) |
56 | QoQ NEW(+56) YoY 0.00% (+0) | All Managers (Combined) | $4.7K | QoQ NEW(+$4.7K) | |
23 | QoQ NEW(+23) YoY 0.00% (+0) | All Managers (Combined) | $4.6K | QoQ NEW(+$4.6K) YoY +1.95% (+$89) | |
UNILEVER PLC(ULcusip904767704) | 77 | QoQ NEW(+77) | All Managers (Combined) | $4.6K | QoQ NEW(+$4.6K) |
20 | QoQ NEW(+20) YoY 0.00% (+0) | All Managers (Combined) | $4.4K | QoQ NEW(+$4.4K) | |
26 | QoQ NEW(+26) YoY -53.57% (-30) | All Managers (Combined) | $4.3K | QoQ NEW(+$4.3K) | |
153 | QoQ NEW(+153) | All Managers (Combined) | $4.3K | QoQ NEW(+$4.3K) | |
20 | QoQ NEW(+20) YoY 0.00% (+0) | All Managers (Combined) | $4.2K | QoQ NEW(+$4.2K) | |
PEPSICO INC(PEPcusip713448108) | 28 | QoQ NEW(+28) YoY -74.31% (-81) | All Managers (Combined) | $4.2K | QoQ NEW(+$4.2K) |
58 | QoQ NEW(+58) YoY -43.68% (-45) | All Managers (Combined) | $4.0K | QoQ NEW(+$4.0K) | |
(cusip46429B747)✕ | 37 | QoQ NEW(+37) YoY NEW(+37) | All Managers (Combined) | $3.8K | QoQ NEW(+$3.8K) YoY NEW(+$3.8K) |