RW

REDMONT WEALTH ADVISORS LLC

13F
REDMONT WEALTH ADVISORS LLC
Last update 2024-10-16 321 Stocks (9 new)
Value $65.00 Mil Turnover 6 %
Countries:
Top Holdings: RSP(12.30%)NOBL(7.27%)PFF(6.50%)SPY(4.71%)VCSH(4.69%)
Portfolio Report
Summary Stock Picks Current Portfolio
REDMONT WEALTH ADVISORS LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RSP 		Invesco S&P 500 Equal Weight ETF
44,352
7946.140
-5.32%
12.300
-0.64%
0.010
+9.73%
+13.23%
66718.949
 
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF
44,023
4699.920
+4.94%
7.270
+0.34%
0.040
+6.15%
+10.16%
12442.320
 
PFF 		iShares U.S. Preferred Stock
126,359
4198.900
-0.30%
6.500
-0.02%
0.030
+6.01%
+5.98%
15360.827
 
SPY 		S&P 500 ETF TRUST ETF
5,308
3045.520
-12.78%
4.710
-0.67%
0.000
+11.46%
+21.32%
596439.718
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
38,183
3032.490
0%
4.690
0%
0.010
-0.17%
+1.14%
34292.029
 
AVIV 		Avantis International Large Cap Value ETF
48,332
2713.350
-5.70%
4.200
-0.24%
0.620
+8.24%
+5.91%
421.986
 
DVY 		iShares Select Dividend ETF
14,111
1905.970
0%
2.950
0%
0.010
+8.85%
+15.10%
20096.231
 
CSWC 		Capital Southwest Corp
68,658
1736.360
-3.55%
2.690
-0.10%
0.150
-2.08%
+2.34%
1072.474
Asset Management
HYG 		iShares iBoxx USD High Yield Corporate Bond ETF
13,695
1099.710
0%
1.700
0%
0.010
+2.55%
+2.33%
14135.766
 
QQQ 		INVESCO QQQ Trust
2,115
1032.130
-1.58%
1.600
-0.03%
0.000
+13.06%
+20.19%
297491.725
 

REDMONT WEALTH ADVISORS LLC's Historical Top Holdings Breakdowns

REDMONT WEALTH ADVISORS LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
WIRE Encore Wire Corp2024-09-30Sold Out
-1.41%
●
289.84 ($289.84) 289.84
$289.84
0%
Sold Out
0
-3,084
ESGR 		Enstar Group Ltd2024-09-30Sold Out
-0.95%
●
316.48 ($323.95) 348.31
$322.75
-0.37%
Sold Out
0
-1,972
BCO 		The Brink's Co2024-09-30New Buy
+0.92%
●
93.97 ($105.86) 115.64
$103.95
-1.80%
New holding
5,118
5,118
SCHW 		Charles Schwab Corp2024-09-30Reduce
-0.91%
●
61.74 ($65.69) 76.08
$71.31
8.56%
Reduce -90.25%
848
-7,846
MODG 		Topgolf Callaway Brands Corp2024-09-30Sold Out
-0.83%
●
9.24 ($12.58) 16.5
$10.06
-20.03%
Sold Out
0
-34,690
VYM 		Vanguard High Dividend Yield Indx ETF2024-09-30Add
+0.82%
●
117.9 ($123.45) 128.2
$128.63
4.20%
Add 122.69%
7,440
4,099
JPST 		JPMorgan Ultra-Short Income ETF2024-09-30Add
+0.81%
●
50.25 ($50.53) 50.74
$50.41
-0.24%
Add 186.07%
15,960
10,381
FSTR 		L.B. Foster Co2024-09-30New Buy
+0.80%
●
16.08 ($20.34) 24.01
$19.62
-3.54%
New holding
25,263
25,263
PBI 		Pitney Bowes Inc2024-09-30New Buy
+0.80%
●
5.65 ($6.74) 7.49
$7.50
11.28%
New holding
72,758
72,758
F 		Ford Motor Co2024-09-30Sold Out
-0.76%
●
9.71 ($11.44) 14.55
$10.60
-7.34%
Sold Out
0
-38,587

REDMONT WEALTH ADVISORS LLC Total Holding History ($B)

To

REDMONT WEALTH ADVISORS LLC's Asset Allocation

To

REDMONT WEALTH ADVISORS LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

REDMONT WEALTH ADVISORS LLC's Hypothetical Growth since 2024-09-30

REDMONT WEALTH ADVISORS LLC's Yearly Returns

Year Portfolio % % Excess Gain %

REDMONT WEALTH ADVISORS LLC's Holdings Heat Map

Size field:

REDMONT WEALTH ADVISORS LLC's Holdings Bubble Chart

REDMONT WEALTH ADVISORS LLC News

  • 1

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