RW

REDMONT WEALTH ADVISORS LLC

13F
REDMONT WEALTH ADVISORS LLC
Last update 2025-04-28 178 Stocks (119 new)
Value $51.00 Mil Turnover 14 %
Countries:
Top Holdings: RSP(15.11%)NOBL(9.35%)PFF(7.73%)VCSH(5.87%)SPY(4.95%)
Summary Stock Picks Current Portfolio
REDMONT WEALTH ADVISORS LLC Top Holdings of 2025-03-31 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
44,776
7,756.6
-2.14%
15.110
-0.30%
0.010
+11.87%
+7.57%
74,989.8
 
NOBL
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
46,959
4,798.3
+1.72%
9.350
+0.16%
0.040
+7.61%
+6.11%
11,680.1
 
PFF
iShares U.S. Preferred Stock
129,120
3,967.9
-0.33%
7.730
-0.02%
0.030
+4.91%
+2.42%
14,161.6
 
VCSH
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
38,183
3,014.2
0%
5.870
0%
0.010
+1.68%
+3.80%
34,938.6
 
SPY
SPDR S&P 500 ETF Trust
4,542
2,540.8
-22.40%
4.950
-1.33%
0.000
+16.39%
+8.89%
654,583.2
 
DVY
iShares Select Dividend ETF
14,111
1,895.0
0%
3.690
0%
0.010
+7.99%
+6.45%
20,151.6
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
58,515
1,827.4
+535.48%
3.560
+3.00%
0.020
+11.57%
+22.61%
10,836.7
 
CSWC
Capital Southwest Corp
53,623
1,196.9
-19.89%
2.330
-0.50%
0.110
+21.01%
+14.05%
1,273.9
Asset Management
HYG
iShares iBoxx USD High Yield Corporate Bond ETF
iShares iBoxx USD High Yield Corporate Bond ETF
13,769
1,086.2
0%
2.120
0%
0.010
+3.71%
+5.25%
17,052.5
 
AVUV
Avantis U.S. Small Cap Value ETF
11,814
1,029.8
+8.98%
2.010
+0.17%
0.010
+14.79%
-0.91%
16,968.9
 

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
AVIV
Avantis International Large Cap Value ETF
Avantis International Large Cap Value ETF
2025-03-31
Reduce
Reduce
-4.36%
●
51.51 ($55.3) 58.54
$64.06
15.84%
Reduce -96.34%
1,848
-48,693
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+3.00%
●
28.88 ($30.87) 32.4
$35.23
14.12%
Add 535.48%
58,515
49,307
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-1.33%
●
551.42 ($587.78) 612.93
$634.42
7.93%
Reduce -22.4%
4,542
-1,311
IEMG
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
2025-03-31
Reduce
Reduce
-1.26%
●
50.83 ($53.83) 55.94
$61.70
14.62%
Reduce -82.4%
2,993
-14,015
TFLO
iShares Treasury Floating Rate Bond ETF
iShares Treasury Floating Rate Bond ETF
2025-03-31
New Buy
New Buy
+1.12%
●
50.48 ($50.58) 50.68
$50.61
0.06%
New holding
11,366
11,366
FLTR
VanEck IG Floating Rate ETF
2025-03-31
New Buy
New Buy
+1.12%
●
25.45 ($25.51) 25.58
$25.54
0.12%
New holding
22,562
22,562
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-1.09%
●
468.34 ($508.07) 539.52
$565.01
11.21%
Reduce -58.99%
860
-1,237
RVRB
Reverb ETF
2025-03-31
Sold Out
Sold Out
-0.93%
●
28.6 ($30.61) 32
$29.41
-3.92%
Sold Out
0
-17,713
EWJ
iShares MSCI Japan ETF
2025-03-31
Sold Out
Sold Out
-0.73%
●
65.24 ($68.76) 71.7
$76.55
11.33%
Sold Out
0
-6,287
CHRD
Chord Energy Corp
2025-03-31
New Buy
New Buy
+0.69%
●
101.34 ($113.6) 127.78
$109.60
-3.52%
New holding
3,150
3,150

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 2025-03-31

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

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