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Livermore
Livermore
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Redmont Wealth Advisors LLC

SEC CIK
0001910482
最新申報
2026/2/6

2024 年第 3 季持倉

持倉截至 2024/9/30，2024/10/16 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。

機構總覽
持股檔數
321
較 2024 年第 2 季 −18
總值
$6,463 萬
較 2024 年第 2 季 +$101.8 萬 (+1.6%)
申報日
2024/10/16
SEC
Redmont Wealth Advisors LLC 在 2024 年第 3 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT44,352$794.6 萬12.3%−2,494−5.3%減碼–
ProShares Tr74348A467S&P 500 DV ARIST44,023$470.0 萬7.3%+2,072+4.9%加碼–
iShares Tr464288687PFD AND INCM SEC126,359$419.9 萬6.5%−386−0.3%減碼–
SPYSPDR S&P 500 ETF TrustETF5,308$304.6 萬4.7%−778−12.8%減碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD38,183$303.2 萬4.7%00.0%不變–
American Centy ETF Tr025072364INTERNATIONAL LR48,332$271.3 萬4.2%−2,920−5.7%減碼–
iShares Select Dividend ETF464287168ETF14,111$190.6 萬2.9%00.0%不變–
CSWCCapital Southwest CorpCOM68,658$173.6 萬2.7%−2,526−3.5%減碼歷史
iShares Tr464288513IBOXX HI YD ETF13,695$110.0 萬1.7%00.0%不變–
Invesco QQQ Trust Series I46090E103ETF2,115$103.2 萬1.6%−34−1.6%減碼–
iShares Core MSCI Emerging Markets ETF46434G103ETF16,647$95.6 萬1.5%00.0%不變–
Vanguard High Dividend Yield Index ETF921946406ETF7,440$95.4 萬1.5%+4,099+122.7%加碼–
JEFJefferies Financial Group Inc.COM15,230$93.7 萬1.5%−3,899−20.4%減碼歷史
BRK.BBerkshire Hathaway IncStock2,030$93.4 萬1.4%−208−9.3%減碼歷史
SGCSuperior Group of Companies, Inc.COM53,955$83.6 萬1.3%−2,408−4.3%減碼歷史
JPMorgan Ultra-Short Income ETF46641Q837ETF15,960$81.0 萬1.3%+10,381+186.1%加碼–
CWCurtiss Wright CorpStock2,410$79.2 萬1.2%−316−11.6%減碼歷史
SLMSLM CorpCOM34,345$78.5 萬1.2%00.0%不變歷史
NRIMNorthrim Bancorp IncCOM10,933$77.9 萬1.2%−485−4.2%減碼歷史
MLRMiller Industries IncCOM NEW12,110$73.9 萬1.1%−800−6.2%減碼歷史
MBCNMiddlefield Banc CorpCOM NEW25,118$72.3 萬1.1%−2,590−9.3%減碼歷史
PATKPatrick Industries IncCOM5,004$71.2 萬1.1%−585−10.5%減碼歷史
EZPWEzcorp IncCL A NON VTG55,967$62.7 萬1.0%−10,836−16.2%減碼歷史
Columbia ETF Tr II19762B202EM CORE EX ETF18,862$61.6 萬1.0%00.0%不變–
iShares Tr464287630RUS 2000 VAL ETF3,688$61.5 萬1.0%−1,313−26.3%減碼–
BCOBrinks CoCOM5,118$59.2 萬0.9%+5,118新進歷史
ANDEAndersons, Inc.COM11,745$58.9 萬0.9%−902−7.1%減碼歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF19,112$58.9 萬0.9%+6,964+57.3%加碼–
UHALU-Haul Holding CoCOM7,388$57.2 萬0.9%−371−4.8%減碼歷史
ALCOAlico, Inc.COM19,577$54.8 萬0.8%−2,777−12.4%減碼歷史
OZKBank OZKCOM12,640$54.3 萬0.8%−1,010−7.4%減碼歷史
ALSumisho Air Lease CorpCL A11,888$53.8 萬0.8%−724−5.7%減碼歷史
RELLRichardson Electronics, Ltd.COM43,317$53.5 萬0.8%−2,187−4.8%減碼歷史
Advisors Ser Tr00770X253REVERB ETF ADDED17,713$53.3 萬0.8%−1,471−7.7%減碼–
CIONCION Investment CorpCOM44,101$52.5 萬0.8%−1,715−3.7%減碼歷史
SPHRSphere Entertainment Co.CL A11,807$52.2 萬0.8%−1,118−8.6%減碼歷史
PBIPitney Bowes IncCOM72,758$51.9 萬0.8%+72,758新進歷史
FSTRFoster L B CoCOM25,263$51.6 萬0.8%+25,263新進歷史
WisdomTree Tr97717W307US LARGECAP DIVD6,461$50.8 萬0.8%00.0%不變–
LANDGladstone Land CorpCOM34,795$48.4 萬0.7%−3,080−8.1%減碼歷史
CHRDChord Energy CorpCOM NEW3,589$46.7 萬0.7%+3,589新進歷史
MSFTMicrosoft CorpStock1,083$46.6 萬0.7%−400−27.0%減碼歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C11,646$46.4 萬0.7%−570−4.7%減碼歷史
iShares Russell 2000 ETF464287655ETF2,088$46.1 萬0.7%+67+3.3%加碼–
Equity Commonwealth 6.5 Cum Conv PFD D294628201COM18,000$45.5 萬0.7%00.0%不變–
iShares Inc46434G822MSCI JAPAN ETF6,287$45.0 萬0.7%00.0%不變–
MCFTMasterCraft Boat Holdings, Inc.COM24,153$44.0 萬0.7%−1,095−4.3%減碼歷史
VZVerizon Communications IncStock9,256$41.6 萬0.6%00.0%不變歷史
ABAlliancebernstein Holding L.P.UNIT LTD PARTN11,373$39.7 萬0.6%00.0%不變歷史
FITBFifth Third BancorpCOM8,427$36.1 萬0.6%00.0%不變歷史
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR24,027$34.6 萬0.5%00.0%不變歷史
JNJJohnson & JohnsonStock2,081$33.7 萬0.5%00.0%不變歷史
ProShares Tr74347R107PSHS ULT S&P 5003,695$33.3 萬0.5%00.0%不變–
American Centy ETF Tr025072877US SML CP VALU3,303$31.7 萬0.5%00.0%不變–
Ssga Active ETF Tr78467V608ST STR BL LN ETF7,288$30.4 萬0.5%00.0%不變–
WisdomTree Tr97717Y527FLOATNG RAT TREA6,058$30.4 萬0.5%00.0%不變–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,543$29.7 萬0.5%00.0%不變–
NVDANVIDIA CorpStock2,410$29.3 萬0.5%00.0%不變歷史
Dimensional ETF Trust25434V203INTL CORE EQT MK9,208$29.3 萬0.5%00.0%不變–
GOOGLAlphabet Inc.Stock1,637$27.1 萬0.4%00.0%不變歷史
ARCCAres Capital CorpCEF11,713$24.5 萬0.4%00.0%不變歷史
ETF Ser Solutions26922A297US VEGAN CLIMA4,281$22.1 萬0.3%00.0%不變–
DISWalt Disney CoStock2,284$22.0 萬0.3%00.0%不變歷史
AAPLApple Inc.Stock914$21.3 萬0.3%−1,414−60.7%減碼歷史
Ssga Active Tr78470P846ST STR BLACK ETF7,358$21.1 萬0.3%00.0%不變–
OMFOneMain Holdings, Inc.COM3,723$17.5 萬0.3%−345−8.5%減碼歷史
MFICMidCap Financial Investment CorpCOM NEW13,054$17.5 萬0.3%+13,054新進歷史
DUKDuke Energy CORPStock1,170$13.5 萬0.2%00.0%不變歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM6,488$9.50 萬0.1%00.0%不變歷史
ADBEAdobe Inc.Stock171$8.85 萬0.1%00.0%不變歷史
METAMeta Platforms, Inc.Stock152$8.70 萬0.1%00.0%不變歷史
MAMastercard IncStock173$8.54 萬0.1%00.0%不變歷史
INTUIntuit Inc.Stock124$7.70 萬0.1%00.0%不變歷史
VVisa Inc.Stock268$7.37 萬0.1%00.0%不變歷史
BSXBoston Scientific CorpStock878$7.36 萬0.1%00.0%不變歷史
ACNAccenture plcStock196$6.93 萬0.1%00.0%不變歷史
UNHUnitedHealth Group IncStock115$6.72 萬0.1%00.0%不變歷史
NLYAnnaly Capital Management IncREIT3,279$6.58 萬0.1%00.0%不變歷史
MSIMotorola Solutions, Inc.Stock138$6.20 萬0.1%00.0%不變歷史
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM2,612$6.07 萬0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C573TOTAL CORP BND745$5.91 萬0.1%00.0%不變–
MRKMerck & Co., Inc.Stock500$5.68 萬0.1%00.0%不變歷史
ANETArista Networks, Inc.COM145$5.57 萬0.1%00.0%不變歷史
SCHWSchwab Charles CorpStock848$5.50 萬0.1%−7,846−90.2%減碼歷史
AZNAstraZeneca PLCSPONSORED ADR698$5.44 萬0.1%00.0%不變歷史
ORCLOracle CorpStock319$5.44 萬0.1%00.0%不變歷史
XOMExxonMobil Holdings CorpCOM459$5.38 萬0.1%00.0%不變歷史
ASMLASML Holding NVADR64$5.33 萬0.1%00.0%不變歷史
LINLinde PLCStock109$5.20 萬0.1%00.0%不變歷史
CATCaterpillar IncStock129$5.05 萬0.1%00.0%不變歷史
JPMJPMorgan Chase & CoStock228$4.81 萬0.1%00.0%不變歷史
PHParker-Hannifin CorpStock74$4.68 萬0.1%00.0%不變歷史
AVGOBroadcom Inc.Stock270$4.66 萬0.1%00.0%不變依 10 比 1 拆股換算歷史
PGProcter & Gamble CoStock261$4.52 萬0.1%00.0%不變歷史
LLYEli Lilly & CoStock51$4.52 萬0.1%00.0%不變歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF166$4.38 萬0.1%+99+147.8%加碼–
MCDMcDonalds CorpStock143$4.35 萬0.1%00.0%不變歷史
iShares Tr464287762US HLTHCARE ETF645$4.19 萬0.1%00.0%不變–
FISVFiserv IncStock231$4.15 萬0.1%00.0%不變歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF1,427$3.85 萬0.1%+340+31.3%加碼–

2024 年第 2 季之後清倉（29 檔）

2024 年第 2 季季末還持有、這份申報已經沒有的部位。

Redmont Wealth Advisors LLC 在 2024 年第 2 季之後清倉的部位
證券類別2024 年第 2 季股數2024 年第 2 季市值2024 年第 2 季佔組合 %紀錄
WIREEncore Wire CorpCOM3,084$89.4 萬1.4%歷史
ESGREnstar Group LTDSHS1,972$60.3 萬0.9%歷史
CALYCallaway Golf CoCOM34,690$53.1 萬0.8%歷史
FFord Motor CoStock38,587$48.4 萬0.8%歷史
RCLRoyal Caribbean Cruises LtdCOM1,791$28.6 萬0.4%歷史
AIFApollo Tactical Income Fund Inc.COM13,828$20.2 萬0.3%歷史
BLKBlackRock, Inc.COM32$2.52 萬<0.1%歷史
LRCXLam Research CorpCOM17$1.81 萬<0.1%歷史
WTMWhite Mountains Insurance Group LtdCOM8$1.45 萬<0.1%歷史
LVSLas Vegas Sands CorpCOM310$1.37 萬<0.1%歷史
iShares Tr46436E866IBONDS 25 TRM TS463$1.08 萬<0.1%–
SXTSensient Technologies CorpCOM143$1.06 萬<0.1%歷史
MCOMoodys CorpStock24$1.01 萬<0.1%歷史
EXPDExpeditors International of Washington IncCOM71$8,860<0.1%歷史
AIRCApartment Income REIT Corp.COM112$4,368<0.1%歷史
HUMHumana IncStock10$3,737<0.1%歷史
BABoeing CoStock20$3,640<0.1%歷史
NUENucor CorpCOM22$3,478<0.1%歷史
USBUS Bancorp DECOM NEW87$3,454<0.1%歷史
VICIVici Properties Inc.COM113$3,236<0.1%歷史
ITGartner IncCOM7$3,143<0.1%歷史
AZOAutoZone IncCOM1$2,964<0.1%歷史
HESHess CorpStock17$2,508<0.1%歷史
MDBMongoDB, Inc.CL A10$2,500<0.1%歷史
PFEPfizer IncStock86$2,406<0.1%歷史
DOWDow Inc.Stock45$2,387<0.1%歷史
GEVGE Vernova Inc.Stock12$2,058<0.1%歷史
FLLFull House Resorts IncCOM400$2,000<0.1%歷史
iShares Tr46436E874IBONDS 24 TRM TS21$504<0.1%–