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 9 of 9
97717W281
Shares:15
Value:$725
78464A805
Shares:8
Value:$544
97717W604
Shares:17
Value:$543
81369Y605
Shares:10
Value:$508
78463X871
Shares:15
Value:$479
46434V647
Shares:18
Value:$437
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 15 | QoQ NEW(+15) YoY -80.00% (-60) | All Managers (Combined) | $1.3K | QoQ NEW(+$1.3K) | |
| 22 | QoQ NEW(+22) YoY 0.00% (+0) | All Managers (Combined) | $1.2K | QoQ NEW(+$1.2K) | |
| 112 | QoQ NEW(+112) YoY 0.00% (+0) | All Managers (Combined) | $986 | QoQ NEW(+$986) YoY +7.52% (+$69) | |
(cusip97717W281)✕ | 15 | QoQ NEW(+15) YoY NEW(+15) | All Managers (Combined) | $725 | QoQ NEW(+$725) YoY NEW(+$725) |
| 15 | QoQ NEW(+15) YoY NEW(+15) | All Managers (Combined) | $679 | QoQ NEW(+$679) YoY NEW(+$679) | |
| 3 | QoQ NEW(+3) YoY NEW(+3) | All Managers (Combined) | $665 | QoQ NEW(+$665) YoY NEW(+$665) | |
| 17 | QoQ NEW(+17) YoY 0.00% (-0) | All Managers (Combined) | $645 | QoQ NEW(+$645) | |
(cusip78464A805)✕ | 8 | QoQ NEW(+8) YoY NEW(+8) | All Managers (Combined) | $544 | QoQ NEW(+$544) YoY NEW(+$544) |
(cusip97717W604)✕ | 17 | QoQ NEW(+17) YoY NEW(+17) | All Managers (Combined) | $543 | QoQ NEW(+$543) YoY NEW(+$543) |
(cusip81369Y605)✕ | 10 | QoQ NEW(+10) YoY 0.00% (+0) | All Managers (Combined) | $508 | QoQ NEW(+$508) |
(cusip78463X871)✕ | 15 | QoQ NEW(+15) YoY NEW(+15) | All Managers (Combined) | $479 | QoQ NEW(+$479) YoY NEW(+$479) |
(cusip46434V647)✕ | 18 | QoQ NEW(+18) YoY NEW(+18) | All Managers (Combined) | $437 | QoQ NEW(+$437) YoY NEW(+$437) |
| 20 | QoQ NEW(+20) | All Managers (Combined) | $425 | QoQ NEW(+$425) YoY +5.98% (+$24) | |
Walt Disney Co(DIScusip254687106) | 1 | All Managers (Combined) | $99 | ||
HASBRO, INC.(HAScusip418056107) | 1 | QoQ NEW(+1) YoY 0.00% (+0) | All Managers (Combined) | $61 | QoQ NEW(+$61) YoY +7.01% (+$4) |
| 3 | QoQ NEW(+3) YoY 0.00% (-0) | All Managers (Combined) | $53 | QoQ NEW(+$53) | |
| 0 | QoQ NEW(+0) YoY EXITED(-23) | All Managers (Combined) | $0 | QoQ NEW(+$0) | |
| 0 | QoQ NEW(+0) YoY EXITED(-100) | All Managers (Combined) | $0 | QoQ NEW(+$0) |