Redmont Wealth Advisors LLC
- SEC CIK
- 0001910482
- 最新申報
- 2026/2/6
2021 年第 4 季持倉
持倉截至 2021/12/31，2022/2/14 申報。只含多頭部位。
- 持股檔數
- 110
- 2021 年第 3 季沒有申報
- 總值
- $9,032 萬
- 2021 年第 3 季沒有申報
Redmont Wealth Advisors LLC 沒有申報 2021 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CBOECboe Global Markets, Inc. | COM | 92,900 | $1,211 萬 | 13.4% | – | – | 歷史 |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 54,109 | $880.6 萬 | 9.7% | – | – | – |
| iShares Russell 2000 ETF464287655 | ETF | 24,544 | $546.0 萬 | 6.0% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 55,751 | $453.0 萬 | 5.0% | – | – | – |
| WECWec Energy Group, Inc. | Stock | 43,046 | $417.8 萬 | 4.6% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 58,160 | $229.3 萬 | 2.5% | – | – | – |
| AAPLApple Inc. | Stock | 12,016 | $213.4 萬 | 2.4% | – | – | 歷史 |
| iShares Tr464287630 | RUS 2000 VAL ETF | 12,454 | $206.8 萬 | 2.3% | – | – | – |
| DHRDanaher Corp | Stock | 5,903 | $194.2 萬 | 2.2% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 500 | $144.7 萬 | 1.6% | – | – | 歷史 |
| CRMSalesforce, Inc. | Stock | 5,300 | $134.7 萬 | 1.5% | – | – | 歷史 |
| iShares Tr464288273 | EAFE SML CP ETF | 17,250 | $126.1 萬 | 1.4% | – | – | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 2,600 | $123.5 萬 | 1.4% | – | – | 歷史 |
| BALLBALL Corp | COM | 12,000 | $115.5 萬 | 1.3% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 9,075 | $101.7 萬 | 1.1% | – | – | – |
| iShares Tr46434V647 | GLOBAL REIT ETF | 32,710 | $100.1 萬 | 1.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 9,724 | $90.2 萬 | 1.0% | – | – | – |
| BRK.ABerkshire Hathaway Inc | CL A | 2 | $90.1 萬 | 1.0% | – | – | 歷史 |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 16,170 | $89.7 萬 | 1.0% | – | – | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 6,290 | $88.6 萬 | 1.0% | – | – | – |
| State Street SPDR S&P Regional Banking ETF78464A698 | ETF | 12,240 | $86.7 萬 | 1.0% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,173 | $86.5 萬 | 1.0% | – | – | – |
| State Street Industrial Select Sector SPDR ETF81369Y704 | ETF | 8,130 | $86.0 萬 | 1.0% | – | – | – |
| JNJJohnson & Johnson | Stock | 4,986 | $85.3 萬 | 0.9% | – | – | 歷史 |
| LLYEli Lilly & Co | Stock | 3,000 | $82.9 萬 | 0.9% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 6,351 | $82.0 萬 | 0.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 15,065 | $78.3 萬 | 0.9% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 2,200 | $74.0 萬 | 0.8% | – | – | 歷史 |
| ITWIllinois Tool Works Inc | Stock | 2,975 | $73.4 萬 | 0.8% | – | – | 歷史 |
| FITBFifth Third Bancorp | COM | 16,360 | $71.2 萬 | 0.8% | – | – | 歷史 |
| Schwab U.S. Broad Market ETF808524102 | ETF | 6,000 | $67.8 萬 | 0.8% | – | – | – |
| iShares Russell 1000 Value ETF464287598 | ETF | 4,000 | $67.2 萬 | 0.7% | – | – | – |
| CMECME Group Inc. | COM | 2,890 | $66.0 萬 | 0.7% | – | – | 歷史 |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 13,425 | $65.6 萬 | 0.7% | – | – | 歷史 |
| Alps ETF Tr00162Q726 | BARRONS 400 ETF | 10,000 | $64.4 萬 | 0.7% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,800 | $63.3 萬 | 0.7% | – | – | – |
| WisdomTree Tr97717W307 | US LARGECAP DIVD | 9,000 | $59.4 萬 | 0.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 3,435 | $59.0 萬 | 0.7% | – | – | – |
| DISWalt Disney Co | Stock | 3,765 | $58.3 萬 | 0.6% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 4,217 | $57.1 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287739 | U.S. REAL ES ETF | 4,430 | $51.5 萬 | 0.6% | – | – | – |
| AOSSmith A O Corp | COM | 6,000 | $51.5 萬 | 0.6% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,500 | $51.4 萬 | 0.6% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 3,030 | $48.0 萬 | 0.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 138 | $46.0 萬 | 0.5% | – | – | 歷史 |
| BLKBlackRock, Inc. | COM | 500 | $45.8 萬 | 0.5% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 3,440 | $44.5 萬 | 0.5% | – | – | 歷史 |
| PGProcter & Gamble Co | Stock | 2,500 | $40.9 萬 | 0.5% | – | – | 歷史 |
| TASTCarrols Restaurant Group, Inc. | COM | 136,610 | $40.4 萬 | 0.4% | – | – | 歷史 |
| Schwab U.S. Mid-Cap ETF808524508 | ETF | 5,000 | $40.2 萬 | 0.4% | – | – | – |
| ProShares Tr74347R842 | PSHS ULTRUSS2000 | 7,000 | $38.9 萬 | 0.4% | – | – | – |
| HHCHoward Hughes Corp | COM | 3,810 | $38.8 萬 | 0.4% | – | – | 歷史 |
| MBCNMiddlefield Banc Corp | COM NEW | 15,525 | $38.5 萬 | 0.4% | – | – | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,000 | $37.0 萬 | 0.4% | – | – | 歷史 |
| ESIElement Solutions Inc | COM | 15,155 | $36.8 萬 | 0.4% | – | – | 歷史 |
| ACELAccel Entertainment, Inc. | COM CL A1 | 27,604 | $35.9 萬 | 0.4% | – | – | 歷史 |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 2,000 | $35.8 萬 | 0.4% | – | – | – |
| WisdomTree Tr97717W281 | EMG MKTS SMCAP | 6,740 | $35.7 萬 | 0.4% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 685 | $35.5 萬 | 0.4% | – | – | 歷史 |
| ETF Ser Solutions26922A297 | US VEGAN CLIMA | 7,781 | $33.7 萬 | 0.4% | – | – | – |
| LRNStride, Inc. | COM | 10,000 | $33.3 萬 | 0.4% | – | – | 歷史 |
| iShares Tr464287838 | U.S. BAS MTL ETF | 2,290 | $32.1 萬 | 0.4% | – | – | – |
| Invesco Exch Traded FD Tr II46138E156 | S&P SMLCP FINL | 5,230 | $32.1 萬 | 0.4% | – | – | – |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 15,300 | $31.7 萬 | 0.4% | – | – | 歷史 |
| RACEFerrari N.V. | COM | 1,172 | $30.3 萬 | 0.3% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 1,000 | $29.9 萬 | 0.3% | – | – | 歷史 |
| HOVHovnanian Enterprises Inc | CL A NEW | 2,279 | $29.0 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,000 | $28.3 萬 | 0.3% | – | – | – |
| VVVValvoline Inc | COM | 7,589 | $28.3 萬 | 0.3% | – | – | 歷史 |
| HLLYHolley Inc. | COM | 21,764 | $28.3 萬 | 0.3% | – | – | 歷史 |
| ICEIntercontinental Exchange, Inc. | Stock | 2,000 | $27.4 萬 | 0.3% | – | – | 歷史 |
| HAHawaiian Holdings Inc | COM | 14,876 | $27.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,080 | $26.8 萬 | 0.3% | – | – | – |
| AEPAmerican Electric Power Co Inc | Stock | 3,000 | $26.7 萬 | 0.3% | – | – | 歷史 |
| Vanguard Scottsdale FDS92206C813 | LG-TERM COR BD | 2,520 | $26.7 萬 | 0.3% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 1,227 | $26.3 萬 | 0.3% | – | – | 歷史 |
| KMBKimberly Clark Corp | Stock | 1,800 | $25.7 萬 | 0.3% | – | – | 歷史 |
| AIOTPowerfleet, Inc. | COM | 54,266 | $25.7 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 1,460 | $25.4 萬 | 0.3% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,048 | $24.8 萬 | 0.3% | – | – | 歷史 |
| WisdomTree Tr97717W760 | INTL SMCAP DIV | 3,355 | $24.7 萬 | 0.3% | – | – | – |
| TTGTTechTarget, Inc. | COM | 2,580 | $24.7 萬 | 0.3% | – | – | 歷史 |
| BABoeing Co | Stock | 1,216 | $24.5 萬 | 0.3% | – | – | 歷史 |
| iShares Select Dividend ETF464287168 | ETF | 2,000 | $24.5 萬 | 0.3% | – | – | – |
| KOCoca Cola Co | Stock | 4,122 | $24.4 萬 | 0.3% | – | – | 歷史 |
| Schwab US Dividend Equity ETF808524797 | ETF | 3,000 | $24.2 萬 | 0.3% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 4,900 | $24.2 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,000 | $24.1 萬 | 0.3% | – | – | – |
| BCBrunswick Corp | COM | 2,373 | $23.9 萬 | 0.3% | – | – | 歷史 |
| HTZWWHertz Global Holdings, Inc | Common Stock | 15,000 | $23.9 萬 | 0.3% | – | – | 歷史 |
| Equity Commonwealth 6.5 Cum Conv PFD D294628201 | COM | 8,000 | $23.8 萬 | 0.3% | – | – | – |
| iShares U.S. Regional Banks ETF464288778 | ETF | 3,816 | $23.6 萬 | 0.3% | – | – | – |
| CGCarlyle Group Inc. | COM | 4,260 | $23.4 萬 | 0.3% | – | – | 歷史 |
| CAKECheesecake Factory Inc | COM | 5,900 | $23.1 萬 | 0.3% | – | – | 歷史 |
| DUKDuke Energy CORP | Stock | 2,170 | $22.8 萬 | 0.3% | – | – | 歷史 |
| COWNCowen Inc. | CL A NEW | 6,292 | $22.7 萬 | 0.3% | – | – | 歷史 |
| ABTAbbott Laboratories | Stock | 1,607 | $22.6 萬 | 0.3% | – | – | 歷史 |
| AMGNAmgen Inc | Stock | 1,000 | $22.5 萬 | 0.2% | – | – | 歷史 |
| ESGREnstar Group LTD | SHS | 905 | $22.4 萬 | 0.2% | – | – | 歷史 |
| PCHPotlatchdeltic Corp | COM | 3,624 | $21.8 萬 | 0.2% | – | – | 歷史 |
選擇權（3 檔）
同一份申報裡的賣權（put）與買權（call）。金額是標的股票的市值，也就是 13F 申報的數字。
| 證券 | 類別 | 賣權 | 買權 |
|---|---|---|---|
| Invesco QQQ Trust Series I46090E103 | ETF | – | $198.9 萬 |
| iShares Tr464287630 | RUS 2000 VAL ETF | – | $83.0 萬 |
| HAHawaiian Holdings Inc | COM | – | $33.1 萬 |