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:

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AMERICAN INTERNATIONAL GROUP, INC.

AIG|026874784

Shares:15

Value:$1.3K

% of Portfolio:0.0% ($1.3K/$51.3M)

DOMINION ENERGY, INC

D|25746U109

Shares:22

Value:$1.2K

% of Portfolio:0.0% ($1.2K/$51.3M)

APARTMENT INVESTMENT & MANAGEMENT CO

AIV|03748R747

Shares:112

Value:$986

% of Portfolio:0.0% ($986/$51.3M)

97717W281

Shares:15

Value:$725

% of Portfolio:0.0% ($725/$51.3M)

922042858

VWO|922042858

Shares:15

Value:$679

% of Portfolio:0.0% ($679/$51.3M)

922908751

VB|922908751

Shares:3

Value:$665

% of Portfolio:0.0% ($665/$51.3M)

WPP plc

WPP|92937A102

Shares:17

Value:$645

% of Portfolio:0.0% ($645/$51.3M)

78464A805

Shares:8

Value:$544

% of Portfolio:0.0% ($544/$51.3M)

97717W604

Shares:17

Value:$543

% of Portfolio:0.0% ($543/$51.3M)

81369Y605

Shares:10

Value:$508

% of Portfolio:0.0% ($508/$51.3M)

78463X871

Shares:15

Value:$479

% of Portfolio:0.0% ($479/$51.3M)

46434V647

Shares:18

Value:$437

% of Portfolio:0.0% ($437/$51.3M)

808524102

SCHB|808524102

Shares:20

Value:$425

% of Portfolio:0.0% ($425/$51.3M)

Walt Disney Co

DIS|254687106

Shares:1

Value:$99

% of Portfolio:0.0% ($99/$51.3M)

HASBRO, INC.

HAS|418056107

Shares:1

Value:$61

% of Portfolio:0.0% ($61/$51.3M)

RESIDEO TECHNOLOGIES, INC.

REZI|76118Y104

Shares:3

Value:$53

% of Portfolio:0.0% ($53/$51.3M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:0

Value:$0

% of Portfolio:0.0% ($0/$51.3M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:0

Value:$0

% of Portfolio:0.0% ($0/$51.3M)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMERICAN INTERNATIONAL GROUP, INC.(AIGcusip026874784)	15	QoQ NEW(+15) YoY -80.00% (-60)	All Managers (Combined)	$1.3K	0.0% ($1.3K/$51.3M)	QoQ NEW(+$1.3K) YoY -77.75% (-$4.6K)
DOMINION ENERGY, INC(Dcusip25746U109)	22	QoQ NEW(+22) YoY 0.00% (+0)	All Managers (Combined)	$1.2K	0.0% ($1.2K/$51.3M)	QoQ NEW(+$1.2K) YoY +14.04% (+$152)
APARTMENT INVESTMENT & MANAGEMENT CO(AIVcusip03748R747)	112	QoQ NEW(+112) YoY 0.00% (+0)	All Managers (Combined)	$986	0.0% ($986/$51.3M)	QoQ NEW(+$986) YoY +7.52% (+$69)
(cusip97717W281)✕	15	QoQ NEW(+15) YoY NEW(+15)	All Managers (Combined)	$725	0.0% ($725/$51.3M)	QoQ NEW(+$725) YoY NEW(+$725)
(VWOcusip922042858)	15	QoQ NEW(+15) YoY NEW(+15)	All Managers (Combined)	$679	0.0% ($679/$51.3M)	QoQ NEW(+$679) YoY NEW(+$679)
(VBcusip922908751)	3	QoQ NEW(+3) YoY NEW(+3)	All Managers (Combined)	$665	0.0% ($665/$51.3M)	QoQ NEW(+$665) YoY NEW(+$665)
WPP plc(WPPcusip92937A102)	17	QoQ NEW(+17) YoY 0.00% (-0)	All Managers (Combined)	$645	0.0% ($645/$51.3M)	QoQ NEW(+$645) YoY -19.97% (-$161)
(cusip78464A805)✕	8	QoQ NEW(+8) YoY NEW(+8)	All Managers (Combined)	$544	0.0% ($544/$51.3M)	QoQ NEW(+$544) YoY NEW(+$544)
(cusip97717W604)✕	17	QoQ NEW(+17) YoY NEW(+17)	All Managers (Combined)	$543	0.0% ($543/$51.3M)	QoQ NEW(+$543) YoY NEW(+$543)
(cusip81369Y605)✕	10	QoQ NEW(+10) YoY 0.00% (+0)	All Managers (Combined)	$508	0.0% ($508/$51.3M)	QoQ NEW(+$508) YoY +20.09% (+$85)
(cusip78463X871)✕	15	QoQ NEW(+15) YoY NEW(+15)	All Managers (Combined)	$479	0.0% ($479/$51.3M)	QoQ NEW(+$479) YoY NEW(+$479)
(cusip46434V647)✕	18	QoQ NEW(+18) YoY NEW(+18)	All Managers (Combined)	$437	0.0% ($437/$51.3M)	QoQ NEW(+$437) YoY NEW(+$437)
(SCHBcusip808524102)	20	QoQ NEW(+20) YoY +185.71% (+13)	All Managers (Combined)	$425	0.0% ($425/$51.3M)	QoQ NEW(+$425) YoY +5.98% (+$24)
Walt Disney Co(DIScusip254687106)	1	QoQ -99.95% (-2.3K) YoY -99.95% (-2.3K)	All Managers (Combined)	$99	0.0% ($99/$51.3M)	QoQ -99.96% (-$254.2K) YoY -99.96% (-$279.4K)
HASBRO, INC.(HAScusip418056107)	1	QoQ NEW(+1) YoY 0.00% (+0)	All Managers (Combined)	$61	0.0% ($61/$51.3M)	QoQ NEW(+$61) YoY +7.01% (+$4)
RESIDEO TECHNOLOGIES, INC.(REZIcusip76118Y104)	3	QoQ NEW(+3) YoY 0.00% (-0)	All Managers (Combined)	$53	0.0% ($53/$51.3M)	QoQ NEW(+$53) YoY -20.89% (-$14)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	0	QoQ NEW(+0) YoY EXITED(-23)	All Managers (Combined)	$0	0.0% ($0/$51.3M)	QoQ NEW(+$0) YoY EXITED(-$5.8K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	0	QoQ NEW(+0) YoY EXITED(-100)	All Managers (Combined)	$0	0.0% ($0/$51.3M)	QoQ NEW(+$0) YoY EXITED(-$5.5K)