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Redmont Wealth Advisors LLC

SEC CIK
0001910482
最新申報
2026/2/6

2024 年第 4 季持倉

持倉截至 2024/12/31，2025/1/17 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。

機構總覽
持股檔數
63
較 2024 年第 3 季 −258
總值
$5,789 萬
較 2024 年第 3 季 −$674.3 萬 (−10.4%)
申報日
2025/1/17
SEC
Redmont Wealth Advisors LLC 在 2024 年第 4 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 WGT45,755$801.8 萬13.9%+1,403+3.2%加碼–
ProShares Tr74348A467S&P 500 DV ARIST46,163$459.6 萬7.9%+2,140+4.9%加碼–
iShares Tr464288687PFD AND INCM SEC129,554$407.3 萬7.0%+3,195+2.5%加碼–
SPYSPDR S&P 500 ETF TrustETF5,853$343.0 萬5.9%+545+10.3%加碼歷史
Vanguard Scottsdale FDS92206C409SHRT TRM CORP BD38,183$297.9 萬5.1%00.0%不變–
American Centy ETF Tr025072364INTERNATIONAL LR50,541$262.3 萬4.5%+2,209+4.6%加碼–
iShares Select Dividend ETF464287168ETF14,111$185.3 萬3.2%00.0%不變–
CSWCCapital Southwest CorpCOM66,939$146.1 萬2.5%−1,719−2.5%減碼歷史
JEFJefferies Financial Group Inc.COM13,829$108.4 萬1.9%−1,401−9.2%減碼歷史
iShares Tr464288513IBOXX HI YD ETF13,769$108.3 萬1.9%+74+0.5%加碼–
Invesco QQQ Trust Series I46090E103ETF2,097$107.2 萬1.9%−18−0.9%減碼–
American Centy ETF Tr025072877US SML CP VALU10,841$104.6 萬1.8%+7,538+228.2%加碼–
SLMSLM CorpCOM34,345$94.7 萬1.6%00.0%不變歷史
BRK.BBerkshire Hathaway IncStock2,025$91.8 萬1.6%−5−0.2%減碼歷史
SGCSuperior Group of Companies, Inc.COM53,810$88.9 萬1.5%−145−0.3%減碼歷史
iShares Core MSCI Emerging Markets ETF46434G103ETF17,008$88.8 萬1.5%+361+2.2%加碼–
CWCurtiss Wright CorpStock2,482$88.1 萬1.5%+72+3.0%加碼歷史
NRIMNorthrim Bancorp IncCOM10,921$85.1 萬1.5%−12−0.1%減碼歷史
MLRMiller Industries IncCOM NEW12,392$81.0 萬1.4%+282+2.3%加碼歷史
MBCNMiddlefield Banc CorpCOM NEW24,867$69.8 萬1.2%−251−1.0%減碼歷史
FSTRFoster L B CoCOM25,263$68.0 萬1.2%00.0%不變歷史
EZPWEzcorp IncCL A NON VTG53,755$65.7 萬1.1%−2,212−4.0%減碼歷史
PATKPatrick Industries IncCOM7,585$63.0 萬1.1%+2,581+51.6%加碼歷史
RELLRichardson Electronics, Ltd.COM43,287$60.7 萬1.0%−30−0.1%減碼歷史
Dimensional ETF Trust25434V815US SMALL CAP ETF18,827$57.9 萬1.0%−285−1.5%減碼–
ALSumisho Air Lease CorpCL A11,892$57.3 萬1.0%+40.0%加碼歷史
Columbia ETF Tr II19762B202EM CORE EX ETF18,896$55.9 萬1.0%+34+0.2%加碼–
OZKBank OZKCOM12,497$55.6 萬1.0%−143−1.1%減碼歷史
Advisors Ser Tr00770X253REVERB ETF ADDED17,713$53.8 萬0.9%00.0%不變–
PBIPitney Bowes IncCOM72,847$52.7 萬0.9%+89+0.1%加碼歷史
UHALU-Haul Holding CoCOM7,394$51.1 萬0.9%+6+0.1%加碼歷史
CIONCION Investment CorpCOM44,101$50.3 萬0.9%00.0%不變歷史
WisdomTree Tr97717W307US LARGECAP DIVD6,461$50.3 萬0.9%00.0%不變–
ALCOAlico, Inc.COM18,614$48.3 萬0.8%−963−4.9%減碼歷史
SPHRSphere Entertainment Co.CL A11,820$47.7 萬0.8%+13+0.1%加碼歷史
BCOBrinks CoCOM5,127$47.6 萬0.8%+9+0.2%加碼歷史
iShares Russell 2000 ETF464287655ETF2,100$46.4 萬0.8%+12+0.6%加碼–
MCFTMasterCraft Boat Holdings, Inc.COM24,153$46.1 萬0.8%00.0%不變歷史
MSFTMicrosoft CorpStock1,083$45.6 萬0.8%00.0%不變歷史
BATRKAtlanta Braves Holdings, Inc.COM SER C11,650$44.6 萬0.8%+40.0%加碼歷史
Vanguard High Dividend Yield Index ETF921946406ETF3,341$42.6 萬0.7%−4,099−55.1%減碼–
iShares Inc46434G822MSCI JAPAN ETF6,287$42.2 萬0.7%00.0%不變–
ABAlliancebernstein Holding L.P.UNIT LTD PARTN11,373$42.2 萬0.7%00.0%不變歷史
VZVerizon Communications IncStock9,160$36.6 萬0.6%−96−1.0%減碼歷史
FITBFifth Third BancorpCOM8,427$35.6 萬0.6%00.0%不變歷史
ProShares Tr74347R107PSHS ULT S&P 5003,695$34.2 萬0.6%00.0%不變–
ANDEAndersons, Inc.COM8,270$33.5 萬0.6%−3,475−29.6%減碼歷史
GOOGLAlphabet Inc.Stock1,720$32.6 萬0.6%+83+5.1%加碼歷史
NVDANVIDIA CorpStock2,410$32.4 萬0.6%00.0%不變歷史
Ssga Active ETF Tr78467V608ST STR BL LN ETF7,395$30.9 萬0.5%+107+1.5%加碼–
PBRPetrobras - Petroleo Brasileiro SASPONSORED ADR23,672$30.4 萬0.5%−355−1.5%減碼歷史
WisdomTree Tr97717Y527FLOATNG RAT TREA5,988$30.1 萬0.5%−70−1.2%減碼–
iShares Tr464287630RUS 2000 VAL ETF1,818$29.8 萬0.5%−1,870−50.7%減碼–
JNJJohnson & JohnsonStock2,052$29.7 萬0.5%−29−1.4%減碼歷史
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF3,543$28.4 萬0.5%00.0%不變–
Dimensional ETF Trust25434V203INTL CORE EQT MK9,208$26.9 萬0.5%00.0%不變–
JPMorgan Ultra-Short Income ETF46641Q837ETF5,239$26.4 萬0.5%−10,721−67.2%減碼–
ARCCAres Capital CorpCEF11,713$25.6 萬0.4%00.0%不變歷史
DISWalt Disney CoStock2,284$25.4 萬0.4%00.0%不變歷史
ETF Ser Solutions26922A297US VEGAN CLIMA4,281$23.0 萬0.4%00.0%不變–
AAPLApple Inc.Stock914$22.9 萬0.4%00.0%不變歷史
Ssga Active Tr78470P846ST STR BLACK ETF7,359$20.9 萬0.4%+10.0%加碼–
MFICMidCap Financial Investment CorpCOM NEW13,054$17.6 萬0.3%00.0%不變歷史

2024 年第 3 季之後清倉（258 檔）

2024 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔，共 258 檔。

Redmont Wealth Advisors LLC 在 2024 年第 3 季之後清倉的部位
證券類別2024 年第 3 季股數2024 年第 3 季市值2024 年第 3 季佔組合 %紀錄
LANDGladstone Land CorpCOM34,795$48.4 萬0.7%歷史
CHRDChord Energy CorpCOM NEW3,589$46.7 萬0.7%歷史
Equity Commonwealth 6.5 Cum Conv PFD D294628201COM18,000$45.5 萬0.7%–
OMFOneMain Holdings, Inc.COM3,723$17.5 萬0.3%歷史
DUKDuke Energy CORPStock1,170$13.5 萬0.2%歷史
ETYEaton Vance Tax-Managed Diversified Equity Income FundCOM6,488$9.50 萬0.1%歷史
ADBEAdobe Inc.Stock171$8.85 萬0.1%歷史
METAMeta Platforms, Inc.Stock152$8.70 萬0.1%歷史
MAMastercard IncStock173$8.54 萬0.1%歷史
INTUIntuit Inc.Stock124$7.70 萬0.1%歷史
VVisa Inc.Stock268$7.37 萬0.1%歷史
BSXBoston Scientific CorpStock878$7.36 萬0.1%歷史
ACNAccenture plcStock196$6.93 萬0.1%歷史
UNHUnitedHealth Group IncStock115$6.72 萬0.1%歷史
NLYAnnaly Capital Management IncREIT3,279$6.58 萬0.1%歷史
MSIMotorola Solutions, Inc.Stock138$6.20 萬0.1%歷史
HTDJohn Hancock Tax-Advantaged Dividend Income FundCOM2,612$6.07 萬0.1%歷史
Vanguard Scottsdale FDS92206C573TOTAL CORP BND745$5.91 萬0.1%–
MRKMerck & Co., Inc.Stock500$5.68 萬0.1%歷史
ANETArista Networks, Inc.COM145$5.57 萬0.1%歷史
SCHWSchwab Charles CorpStock848$5.50 萬0.1%歷史
AZNAstraZeneca PLCSPONSORED ADR698$5.44 萬0.1%歷史
ORCLOracle CorpStock319$5.44 萬0.1%歷史
XOMExxonMobil Holdings CorpCOM459$5.38 萬0.1%歷史
ASMLASML Holding NVADR64$5.33 萬0.1%歷史
LINLinde PLCStock109$5.20 萬0.1%歷史
CATCaterpillar IncStock129$5.05 萬0.1%歷史
JPMJPMorgan Chase & CoStock228$4.81 萬0.1%歷史
PHParker-Hannifin CorpStock74$4.68 萬0.1%歷史
AVGOBroadcom Inc.Stock270$4.66 萬0.1%歷史
PGProcter & Gamble CoStock261$4.52 萬0.1%歷史
LLYEli Lilly & CoStock51$4.52 萬0.1%歷史
Vanguard Morningstar Mid-Cap ETF922908629ETF166$4.38 萬0.1%–
MCDMcDonalds CorpStock143$4.35 萬0.1%歷史
iShares Tr464287762US HLTHCARE ETF645$4.19 萬0.1%–
FISVFiserv IncStock231$4.15 萬0.1%歷史
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF1,427$3.85 萬0.1%–
LENLennar CorpCL A204$3.82 萬0.1%歷史
COSTCostco Wholesale CorpStock43$3.81 萬0.1%歷史
Vanguard World FD921910840MEGA CAP VAL ETF297$3.81 萬0.1%–
Invesco Exchange Traded FD T46137V159S&P SPIN OFF453$3.64 萬0.1%–
MOAltria Group, Inc.Stock706$3.60 萬0.1%歷史
Vanguard World FD921910816MEGA GRWTH IND110$3.54 萬0.1%–
ETNEaton Corp plcStock106$3.51 萬0.1%歷史
DHRDanaher CorpStock120$3.34 萬0.1%歷史
KOCoca Cola CoStock458$3.29 萬0.1%歷史
MNSTMonster Beverage CorpCOM620$3.23 萬0.1%歷史
NVONovo Nordisk A SADR268$3.19 萬<0.1%歷史
AMPAmeriprise Financial IncCOM65$3.05 萬<0.1%歷史
BLKBlackRock, Inc.Stock32$3.04 萬<0.1%歷史
ABTAbbott LaboratoriesStock260$2.96 萬<0.1%歷史
MLMMartin Marietta Materials IncCOM50$2.69 萬<0.1%歷史
ATOAtmos Energy CorpCOM191$2.65 萬<0.1%歷史
BXBlackstone Inc.COM173$2.65 萬<0.1%歷史
CBOECboe Global Markets, Inc.COM129$2.64 萬<0.1%歷史
GDGeneral Dynamics CorpStock87$2.63 萬<0.1%歷史
SPDR Series Trust78468R622ST BLOO HIGH ETF264$2.58 萬<0.1%–
AMATApplied Materials IncStock126$2.55 萬<0.1%歷史
CTVACorteva, Inc.Stock430$2.53 萬<0.1%歷史
HDHome Depot, Inc.Stock60$2.43 萬<0.1%歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF274$2.41 萬<0.1%–
WMTWalmart Inc.Stock288$2.33 萬<0.1%歷史
AMGNAmgen IncStock72$2.32 萬<0.1%歷史
Invesco Exch Traded FD Tr II46138E511PFD ETF1,861$2.30 萬<0.1%–
PSXPhillips 66Stock174$2.29 萬<0.1%歷史
AONAon plcCL A64$2.21 萬<0.1%歷史
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS2,173$2.21 萬<0.1%歷史
ISRGIntuitive Surgical IncCOM NEW45$2.21 萬<0.1%歷史
CMCSAComcast CorpStock519$2.17 萬<0.1%歷史
NFLXNetflix IncStock30$2.13 萬<0.1%歷史
PMPhilip Morris International Inc.Stock175$2.12 萬<0.1%歷史
Dimensional U.S. Small Cap ETF25434V500ETF317$2.06 萬<0.1%–
ALCAlcon IncStock205$2.05 萬<0.1%歷史
CINFCincinnati Financial CorpCOM147$2.00 萬<0.1%歷史
ABBVAbbVie Inc.Stock101$1.99 萬<0.1%歷史
RPMRPM International IncCOM164$1.98 萬<0.1%歷史
CVXChevron CorpStock129$1.90 萬<0.1%歷史
PEPPepsiCo IncStock109$1.85 萬<0.1%歷史
BMYBristol Myers Squibb CoStock358$1.85 萬<0.1%歷史
ENTGEntegris IncCOM162$1.82 萬<0.1%歷史
WFCWells Fargo & CompanyStock320$1.81 萬<0.1%歷史
RACEFerrari N.V.COM37$1.74 萬<0.1%歷史
ARESAres Management CorpCL A COM STK111$1.73 萬<0.1%歷史
SHELShell plcADR258$1.70 萬<0.1%歷史
CBChubb LtdStock58$1.67 萬<0.1%歷史
CSCOCisco Systems, Inc.Stock314$1.67 萬<0.1%歷史
SNYSanofiSPONSORED ADR271$1.56 萬<0.1%歷史
SBUXStarbucks CorpStock157$1.53 萬<0.1%歷史
ULUnilever PLCSPON ADR NEW235$1.53 萬<0.1%歷史
ORLYO Reilly Automotive IncStock13$1.50 萬<0.1%歷史
MSMorgan StanleyStock142$1.48 萬<0.1%歷史
STZConstellation Brands, Inc.Stock57$1.47 萬<0.1%歷史
UBSUBS Group AGStock475$1.47 萬<0.1%歷史
CTRACoterra Energy Inc.Stock605$1.45 萬<0.1%歷史
QCOMQualcomm IncStock85$1.45 萬<0.1%歷史
TMOThermo Fisher Scientific Inc.Stock23$1.42 萬<0.1%歷史
LMTLockheed Martin CorpStock24$1.40 萬<0.1%歷史
LRCXLam Research CorpStock17$1.39 萬<0.1%歷史
CRMSalesforce, Inc.Stock50$1.37 萬<0.1%歷史
RELXRELX PLCSPONSORED ADR281$1.33 萬<0.1%歷史