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 8 of 9
14019W109
Shares:148
Value:$3.6K
25434V658
Shares:128
Value:$3.4K
464288877
Shares:55
Value:$3.2K
46434V290
Shares:50
Value:$3.1K
97717W760
Shares:42
Value:$2.8K
78467V707
Shares:68
Value:$2.8K
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
(cusip14019W109)✕ | 148 | QoQ NEW(+148) YoY NEW(+148) | All Managers (Combined) | $3.6K | QoQ NEW(+$3.6K) YoY NEW(+$3.6K) |
13 | QoQ NEW(+13) YoY -85.05% (-74) | All Managers (Combined) | $3.5K | QoQ NEW(+$3.5K) | |
24 | QoQ NEW(+24) YoY 0.00% (+0) | All Managers (Combined) | $3.5K | QoQ NEW(+$3.5K) | |
15 | QoQ NEW(+15) YoY 0.00% (-0) | All Managers (Combined) | $3.4K | QoQ NEW(+$3.4K) | |
(cusip25434V658)✕ | 128 | QoQ NEW(+128) YoY NEW(+128) | All Managers (Combined) | $3.4K | QoQ NEW(+$3.4K) YoY NEW(+$3.4K) |
INTEL CORP(INTCcusip458140100) | 148 | QoQ NEW(+148) YoY 0.00% (-0) | All Managers (Combined) | $3.4K | QoQ NEW(+$3.4K) |
47 | QoQ NEW(+47) YoY 0.00% (-0) | All Managers (Combined) | $3.3K | QoQ NEW(+$3.3K) | |
(cusip464288877)✕ | 55 | QoQ NEW(+55) YoY NEW(+55) | All Managers (Combined) | $3.2K | QoQ NEW(+$3.2K) YoY NEW(+$3.2K) |
CARMAX INC(KMXcusip143130102) | 40 | QoQ NEW(+40) YoY 0.00% (-0) | All Managers (Combined) | $3.1K | QoQ NEW(+$3.1K) |
(cusip46434V290)✕ | 50 | QoQ NEW(+50) YoY NEW(+50) | All Managers (Combined) | $3.1K | QoQ NEW(+$3.1K) YoY NEW(+$3.1K) |
ENBRIDGE INC(ENBcusip29250N105) | 63 | QoQ NEW(+63) YoY 0.00% (+0) | All Managers (Combined) | $2.8K | QoQ NEW(+$2.8K) |
(cusip97717W760)✕ | 42 | QoQ NEW(+42) YoY NEW(+42) | All Managers (Combined) | $2.8K | QoQ NEW(+$2.8K) YoY NEW(+$2.8K) |
(cusip78467V707)✕ | 68 | QoQ NEW(+68) YoY NEW(+68) | All Managers (Combined) | $2.8K | QoQ NEW(+$2.8K) YoY NEW(+$2.8K) |
6 | QoQ NEW(+6) YoY -75.00% (-18) | All Managers (Combined) | $2.7K | QoQ NEW(+$2.7K) | |
40 | QoQ NEW(+40) YoY NEW(+40) | All Managers (Combined) | $2.4K | QoQ NEW(+$2.4K) YoY NEW(+$2.4K) | |
38 | QoQ NEW(+38) YoY -70.31% (-90) | All Managers (Combined) | $2.4K | QoQ NEW(+$2.4K) | |
43 | QoQ NEW(+43) | All Managers (Combined) | $2.4K | QoQ NEW(+$2.4K) | |
19 | QoQ NEW(+19) YoY 0.00% (+0) | All Managers (Combined) | $2.0K | QoQ NEW(+$2.0K) YoY +3.97% (+$75) | |
7 | QoQ NEW(+7) YoY -85.10% (-40) | All Managers (Combined) | $1.9K | QoQ NEW(+$1.9K) | |
20 | QoQ NEW(+20) YoY 0.00% (-0) | All Managers (Combined) | $1.7K | QoQ NEW(+$1.7K) |