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Livermore
Livermore
ZHEN

Redmont Wealth Advisors LLC

SEC CIK
0001910482
Latest filing
Feb 6, 2026

Holdings in Q4 2024

Holdings as of Dec 31, 2024, filed Jan 17, 2025. Long positions only; changes compare share counts with Q3 2024.

Institution overview
Positions
63
−258 vs. Q3 2024
Portfolio value
$57.9M
−$6.74M (−10.4%) vs. Q3 2024
Filed
Jan 17, 2025
SEC
Holdings of Redmont Wealth Advisors LLC in Q4 2024
SecurityClassSharesValue% of portfolioShare changeActionHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT45,755$8.02M13.9%+1,403+3.2%Added–
ProShares Tr74348A467S&P 500 DV ARIST46,163$4.60M7.9%+2,140+4.9%Added–
iShares Tr464288687PFD AND INCM SEC129,554$4.07M7.0%+3,195+2.5%Added–
SPYSPDR S&P 500 ETF TrustETF5,853$3.43M5.9%+545+10.3%AddedHistory
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD38,183$2.98M5.1%00.0%Unchanged–
American Centy ETF Tr025072364INTERNATIONAL LR50,541$2.62M4.5%+2,209+4.6%Added–
iShares Select Dividend ETF464287168ETF14,111$1.85M3.2%00.0%Unchanged–
CSWCCapital Southwest CorpCOM66,939$1.46M2.5%−1,719−2.5%ReducedHistory
JEFJefferies Financial Group Inc.COM13,829$1.08M1.9%−1,401−9.2%ReducedHistory
iShares Tr464288513IBOXX HI YD ETF13,769$1.08M1.9%+74+0.5%Added–
Invesco QQQ Trust Series I46090E103ETF2,097$1.07M1.9%−18−0.9%Reduced–
American Centy ETF Tr025072877US SML CP VALU10,841$1.05M1.8%+7,538+228.2%Added–
SLMSLM CorpCOM34,345$947.2K1.6%00.0%UnchangedHistory
BRK.BBerkshire Hathaway IncStock2,025$917.9K1.6%−5−0.2%ReducedHistory
SGCSuperior Group of Companies, Inc.COM53,810$889.5K1.5%−145−0.3%ReducedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF17,008$888.2K1.5%+361+2.2%Added–
CWCurtiss Wright CorpStock2,482$880.8K1.5%+72+3.0%AddedHistory
NRIMNorthrim Bancorp IncCOM10,921$851.2K1.5%−12−0.1%ReducedHistory
MLRMiller Industries IncCOM NEW12,392$809.9K1.4%+282+2.3%AddedHistory
MBCNMiddlefield Banc CorpCOM NEW24,867$697.5K1.2%−251−1.0%ReducedHistory
FSTRFoster L B CoCOM25,263$679.6K1.2%00.0%UnchangedHistory
EZPWEzcorp IncCL A NON VTG53,755$656.9K1.1%−2,212−4.0%ReducedHistory
PATKPatrick Industries IncCOM7,585$630.2K1.1%+2,581+51.6%AddedHistory
RELLRichardson Electronics, Ltd.COM43,287$607.3K1.0%−30−0.1%ReducedHistory
Dimensional ETF Trust25434V815US SMALL CAP ETF18,827$579.5K1.0%−285−1.5%Reduced–
ALSumisho Air Lease CorpCL A11,892$573.3K1.0%+40.0%AddedHistory
Columbia ETF Tr II19762B202EM CORE EX ETF18,896$559.3K1.0%+34+0.2%Added–
OZKBank OZKCOM12,497$556.5K1.0%−143−1.1%ReducedHistory
Advisors Ser Tr00770X253REVERB ETF ADDED17,713$538.4K0.9%00.0%Unchanged–
PBIPitney Bowes IncCOM72,847$527.4K0.9%+89+0.1%AddedHistory
UHALU-Haul Holding CoCOM7,394$510.9K0.9%+6+0.1%AddedHistory
CIONCION Investment CorpCOM44,101$502.8K0.9%00.0%UnchangedHistory
WisdomTree Tr97717W307US LARGECAP DIVD6,461$502.6K0.9%00.0%Unchanged–
ALCOAlico, Inc.COM18,614$482.7K0.8%−963−4.9%ReducedHistory
SPHRSphere Entertainment Co.CL A11,820$476.6K0.8%+13+0.1%AddedHistory
BCOBrinks CoCOM5,127$475.6K0.8%+9+0.2%AddedHistory
iShares Russell 2000 ETF464287655ETF2,100$464.0K0.8%+12+0.6%Added–
MCFTMasterCraft Boat Holdings, Inc.COM24,153$460.6K0.8%00.0%UnchangedHistory
MSFTMicrosoft CorpStock1,083$456.5K0.8%00.0%UnchangedHistory
BATRKAtlanta Braves Holdings, Inc.COM SER C11,650$445.7K0.8%+40.0%AddedHistory
Vanguard High Dividend Yield Index ETF921946406ETF3,341$426.3K0.7%−4,099−55.1%Reduced–
iShares Inc46434G822MSCI JAPAN ETF6,287$421.9K0.7%00.0%Unchanged–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN11,373$421.8K0.7%00.0%UnchangedHistory
VZVerizon Communications IncStock9,160$366.3K0.6%−96−1.0%ReducedHistory
FITBFifth Third BancorpCOM8,427$356.3K0.6%00.0%UnchangedHistory
ProShares Tr74347R107PSHS ULT S&P 5003,695$341.8K0.6%00.0%Unchanged–
ANDEAndersons, Inc.COM8,270$335.1K0.6%−3,475−29.6%ReducedHistory
GOOGLAlphabet Inc.Stock1,720$325.6K0.6%+83+5.1%AddedHistory
NVDANVIDIA CorpStock2,410$323.6K0.6%00.0%UnchangedHistory
Ssga Active ETF Tr78467V608ST STR BL LN ETF7,395$308.6K0.5%+107+1.5%Added–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR23,672$304.4K0.5%−355−1.5%ReducedHistory
WisdomTree Tr97717Y527FLOATNG RAT TREA5,988$301.3K0.5%−70−1.2%Reduced–
iShares Tr464287630RUS 2000 VAL ETF1,818$298.5K0.5%−1,870−50.7%Reduced–
JNJJohnson & JohnsonStock2,052$296.8K0.5%−29−1.4%ReducedHistory
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,543$284.4K0.5%00.0%Unchanged–
Dimensional ETF Trust25434V203INTL CORE EQT MK9,208$268.9K0.5%00.0%Unchanged–
JPMorgan Ultra-Short Income ETF46641Q837ETF5,239$263.9K0.5%−10,721−67.2%Reduced–
ARCCAres Capital CorpCEF11,713$256.4K0.4%00.0%UnchangedHistory
DISWalt Disney CoStock2,284$254.3K0.4%00.0%UnchangedHistory
ETF Ser Solutions26922A297US VEGAN CLIMA4,281$230.1K0.4%00.0%Unchanged–
AAPLApple Inc.Stock914$228.9K0.4%00.0%UnchangedHistory
Ssga Active Tr78470P846ST STR BLACK ETF7,359$208.7K0.4%+10.0%Added–
MFICMidCap Financial Investment CorpCOM NEW13,054$176.1K0.3%00.0%UnchangedHistory

Sold out since Q3 2024 (258)

Positions held at the end of Q3 2024 that are gone from this filing.

The largest 100 of 258 by value last quarter.

Positions of Redmont Wealth Advisors LLC sold out since Q3 2024
SecurityClassShares in Q3 2024Value in Q3 2024% of portfolio in Q3 2024History
LANDGladstone Land CorpCOM34,795$483.7K0.7%History
CHRDChord Energy CorpCOM NEW3,589$467.4K0.7%History
Equity Commonwealth 6.5 Cum Conv PFD D294628201COM18,000$454.5K0.7%–
OMFOneMain Holdings, Inc.COM3,723$175.2K0.3%History
DUKDuke Energy CORPStock1,170$134.9K0.2%History
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM6,488$95.0K0.1%History
ADBEAdobe Inc.Stock171$88.5K0.1%History
METAMeta Platforms, Inc.Stock152$87.0K0.1%History
MAMastercard IncStock173$85.4K0.1%History
INTUIntuit Inc.Stock124$77.0K0.1%History
VVisa Inc.Stock268$73.7K0.1%History
BSXBoston Scientific CorpStock878$73.6K0.1%History
ACNAccenture plcStock196$69.3K0.1%History
UNHUnitedHealth Group IncStock115$67.2K0.1%History
NLYAnnaly Capital Management IncREIT3,279$65.8K0.1%History
MSIMotorola Solutions, Inc.Stock138$62.0K0.1%History
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM2,612$60.7K0.1%History
Vanguard Scottsdale FDS92206C573TOTAL CORP BND745$59.1K0.1%–
MRKMerck & Co., Inc.Stock500$56.8K0.1%History
ANETArista Networks, Inc.COM145$55.7K0.1%History
SCHWSchwab Charles CorpStock848$55.0K0.1%History
AZNAstraZeneca PLCSPONSORED ADR698$54.4K0.1%History
ORCLOracle CorpStock319$54.4K0.1%History
XOMExxonMobil Holdings CorpCOM459$53.8K0.1%History
ASMLASML Holding NVADR64$53.3K0.1%History
LINLinde PLCStock109$52.0K0.1%History
CATCaterpillar IncStock129$50.5K0.1%History
JPMJPMorgan Chase & CoStock228$48.1K0.1%History
PHParker-Hannifin CorpStock74$46.8K0.1%History
AVGOBroadcom Inc.Stock270$46.6K0.1%History
PGProcter & Gamble CoStock261$45.2K0.1%History
LLYEli Lilly & CoStock51$45.2K0.1%History
Vanguard Morningstar Mid-Cap ETF922908629ETF166$43.8K0.1%–
MCDMcDonalds CorpStock143$43.5K0.1%History
iShares Tr464287762US HLTHCARE ETF645$41.9K0.1%–
FISVFiserv IncStock231$41.5K0.1%History
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF1,427$38.5K0.1%–
LENLennar CorpCL A204$38.2K0.1%History
COSTCostco Wholesale CorpStock43$38.1K0.1%History
Vanguard World FD921910840MEGA CAP VAL ETF297$38.1K0.1%–
Invesco Exchange Traded FD T46137V159S&P SPIN OFF453$36.4K0.1%–
MOAltria Group, Inc.Stock706$36.0K0.1%History
Vanguard World FD921910816MEGA GRWTH IND110$35.4K0.1%–
ETNEaton Corp plcStock106$35.1K0.1%History
DHRDanaher CorpStock120$33.4K0.1%History
KOCoca Cola CoStock458$32.9K0.1%History
MNSTMonster Beverage CorpCOM620$32.3K0.1%History
NVONovo Nordisk A SADR268$31.9K<0.1%History
AMPAmeriprise Financial IncCOM65$30.5K<0.1%History
BLKBlackRock, Inc.Stock32$30.4K<0.1%History
ABTAbbott LaboratoriesStock260$29.6K<0.1%History
MLMMartin Marietta Materials IncCOM50$26.9K<0.1%History
ATOAtmos Energy CorpCOM191$26.5K<0.1%History
BXBlackstone Inc.COM173$26.5K<0.1%History
CBOECboe Global Markets, Inc.COM129$26.4K<0.1%History
GDGeneral Dynamics CorpStock87$26.3K<0.1%History
SPDR Series Trust78468R622ST BLOO HIGH ETF264$25.8K<0.1%–
AMATApplied Materials IncStock126$25.5K<0.1%History
CTVACorteva, Inc.Stock430$25.3K<0.1%History
HDHome Depot, Inc.Stock60$24.3K<0.1%History
State Street Energy Select Sector SPDR ETF81369Y506ETF274$24.1K<0.1%–
WMTWalmart Inc.Stock288$23.3K<0.1%History
AMGNAmgen IncStock72$23.2K<0.1%History
Invesco Exch Traded FD Tr II46138E511PFD ETF1,861$23.0K<0.1%–
PSXPhillips 66Stock174$22.9K<0.1%History
AONAon plcCL A64$22.1K<0.1%History
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS2,173$22.1K<0.1%History
ISRGIntuitive Surgical IncCOM NEW45$22.1K<0.1%History
CMCSAComcast CorpStock519$21.7K<0.1%History
NFLXNetflix IncStock30$21.3K<0.1%History
PMPhilip Morris International Inc.Stock175$21.2K<0.1%History
Dimensional U.S. Small Cap ETF25434V500ETF317$20.6K<0.1%–
ALCAlcon IncStock205$20.5K<0.1%History
CINFCincinnati Financial CorpCOM147$20.0K<0.1%History
ABBVAbbVie Inc.Stock101$19.9K<0.1%History
RPMRPM International IncCOM164$19.8K<0.1%History
CVXChevron CorpStock129$19.0K<0.1%History
PEPPepsiCo IncStock109$18.5K<0.1%History
BMYBristol Myers Squibb CoStock358$18.5K<0.1%History
ENTGEntegris IncCOM162$18.2K<0.1%History
WFCWells Fargo & CompanyStock320$18.1K<0.1%History
RACEFerrari N.V.COM37$17.4K<0.1%History
ARESAres Management CorpCL A COM STK111$17.3K<0.1%History
SHELShell plcADR258$17.0K<0.1%History
CBChubb LtdStock58$16.7K<0.1%History
CSCOCisco Systems, Inc.Stock314$16.7K<0.1%History
SNYSanofiSPONSORED ADR271$15.6K<0.1%History
SBUXStarbucks CorpStock157$15.3K<0.1%History
ULUnilever PLCSPON ADR NEW235$15.3K<0.1%History
ORLYO Reilly Automotive IncStock13$15.0K<0.1%History
MSMorgan StanleyStock142$14.8K<0.1%History
STZConstellation Brands, Inc.Stock57$14.7K<0.1%History
UBSUBS Group AGStock475$14.7K<0.1%History
CTRACoterra Energy Inc.Stock605$14.5K<0.1%History
QCOMQualcomm IncStock85$14.5K<0.1%History
TMOThermo Fisher Scientific Inc.Stock23$14.2K<0.1%History
LMTLockheed Martin CorpStock24$14.0K<0.1%History
LRCXLam Research CorpStock17$13.9K<0.1%History
CRMSalesforce, Inc.Stock50$13.7K<0.1%History
RELXRELX PLCSPONSORED ADR281$13.3K<0.1%History