REDMONT WEALTH ADVISORS LLC
Follow13F filer, CIK 1910482, CHICAGO, IL
REDMONT WEALTH ADVISORS LLC reported $57,885,743 across 63 holdings for the quarter ended 2024-12-31, in a 13F-HR filed 2025-01-17. Its ten largest share positions make up 53.9% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001910482-25-000002
- Period
- 2024-12-31
- Reported value
- $57.9M
- Holdings
- 63
- Top 10 weight
- 53.9%
- New
- 0
- Sold out
- 259
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AVUVadded | +7,538 | $728K |
| SPYadded | +545 | $319K |
| RSPadded | +1,403 | $246K |
| PATKadded | +2,581 | $214K |
| NOBLadded | +2,140 | $213K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| JPSTreduced | -10,721 | -$540K |
| VYMreduced | -4,099 | -$523K |
| LANDexited | -34,795 | -$484K |
| CHRDexited | -3,589 | -$467K |
| EQUITY COMWLTHexited | -18,000 | -$455K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 63 share positions
Sold out in Q4 2024
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| LANDGLADSTONE LD CORP | 34,795 | $484K | shares |
| CHRDCHORD ENERGY CORPORATION | 3,589 | $467K | shares |
| EQUITY COMWLTHEQUITY COMWLTH | 18,000 | $455K | shares |
| OMFONEMAIN HLDGS INC | 3,723 | $175K | shares |
| DUKDUKE ENERGY CORP NEW | 1,170 | $135K | shares |
| XETYXEATON VANCE TAX-MANAGED DIVE | 6,488 | $95K | shares |
| ADBEADOBE INC | 171 | $88.5K | shares |
| METAMETA PLATFORMS INC | 152 | $87K | shares |
| MAMASTERCARD INCORPORATED | 173 | $85.4K | shares |
| INTUINTUIT | 124 | $77K | shares |
| VVISA INC | 268 | $73.7K | shares |
| BSXBOSTON SCIENTIFIC CORP | 878 | $73.6K | shares |
| ACNACCENTURE PLC IRELAND | 196 | $69.3K | shares |
| UNHUNITEDHEALTH GROUP INC | 115 | $67.2K | shares |
| NLYANNALY CAPITAL MANAGEMENT IN | 3,279 | $65.8K | shares |
| MSIMOTOROLA SOLUTIONS INC | 138 | $62K | shares |
| HTDHANCOCK JOHN TAX-ADVANTAGED | 2,612 | $60.7K | shares |
| VTCVANGUARD SCOTTSDALE FDS | 745 | $59.1K | shares |
| MRKMERCK & CO INC | 500 | $56.8K | shares |
| ARISTA NETWORKS INCARISTA NETWORKS INC | 145 | $55.7K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 848 | $55K | shares |
| AZNASTRAZENECA PLC-SPONS ADR | 698 | $54.4K | shares |
| ORCLORACLE CORP | 319 | $54.4K | shares |
| XOMEXXON MOBIL CORP | 459 | $53.8K | shares |
| ASMLASML HLDG NV | 64 | $53.3K | shares |
| LINLINDE PLC | 109 | $52K | shares |
| CATCATERPILLAR INC | 129 | $50.5K | shares |
| JPMJPMORGAN CHASE & CO | 228 | $48.1K | shares |
| PHPARKER-HANNIFIN CORP | 74 | $46.8K | shares |
| AVGOBROADCOM INC | 270 | $46.6K | shares |
| PGPROCTER & GAMBLE CO | 261 | $45.2K | shares |
| LLYELI LILLY & CO | 51 | $45.2K | shares |
| VOVANGUARD INDEX FDS | 166 | $43.8K | shares |
| MCDMCDONALDS CORP | 143 | $43.5K | shares |
| IYHISHARES TR | 645 | $41.9K | shares |
| FISVFISERV INC | 231 | $41.5K | shares |
| DFAXDIMENSIONAL ETF TRUST | 1,427 | $38.5K | shares |
| LENLENNAR CORP | 204 | $38.2K | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 43 | $38.1K | shares |
| MGVVANGUARD WORLD FD | 297 | $38.1K | shares |
| CSDINVESCO EXCHANGE TRADED FD T | 453 | $36.4K | shares |
| MOALTRIA GROUP INC | 706 | $36K | shares |
| MGKVANGUARD WORLD FD | 110 | $35.4K | shares |
| ETNEATON CORP PLC | 106 | $35.1K | shares |
| DHRDANAHER CORP DEL | 120 | $33.4K | shares |
| KOCOCA COLA CO | 458 | $32.9K | shares |
| MNSTMONSTER BEVERAGE CORP NEW | 620 | $32.3K | shares |
| NVONOVO-NORDISK A S | 268 | $31.9K | shares |
| AMPAMERIPRISE FINL INC | 65 | $30.5K | shares |
| BLKBLACKROCK INC | 32 | $30.4K | shares |
| ABTABBOTT LABORATORIES | 260 | $29.6K | shares |
| MLMMARTIN MARIETTA MATLS INC | 50 | $26.9K | shares |
| ATOATMOS ENERGY CORP | 191 | $26.5K | shares |
| BXBLACKSTONE INC | 173 | $26.5K | shares |
| CBOECBOE GLOBAL MKTS INC | 129 | $26.4K | shares |
| GDGENERAL DYNAMICS CORP | 87 | $26.3K | shares |
| JNKSPDR SERIES TRUST | 264 | $25.8K | shares |
| AMATAPPLIED MATLS INC | 126 | $25.5K | shares |
| CTVACORTEVA INC | 430 | $25.3K | shares |
| HDHOME DEPOT INC | 60 | $24.3K | shares |
| XLESELECT SECTOR SPDR TR | 274 | $24.1K | shares |
| WMTWALMART INC | 288 | $23.3K | shares |
| AMGNAMGEN INC | 72 | $23.2K | shares |
| PGXINVESCO EXCH TRADED FD TR II | 1,861 | $23K | shares |
| PSXPHILLIPS 66 | 174 | $22.9K | shares |
| AONAON PLC | 64 | $22.1K | shares |
| MUFGMITSUBISHI UFJ FINANCIAL GRO | 2,173 | $22.1K | shares |
| ISRGINTUITIVE SURGICAL INC | 45 | $22.1K | shares |
| CMCSACOMCAST CORP NEW | 519 | $21.7K | shares |
| NFLXNETFLIX INC. | 30 | $21.3K | shares |
| PMPHILIP MORRIS INTL INC | 175 | $21.2K | shares |
| DFASDIMENSIONAL ETF TRUST | 317 | $20.6K | shares |
| ALCALCON AG | 205 | $20.5K | shares |
| CINFCINCINNATI FINL CORP | 147 | $20K | shares |
| ABBVABBVIE INC | 101 | $19.9K | shares |
| RPMRPM INTL INC | 164 | $19.8K | shares |
| CVXCHEVRON CORPORATION | 129 | $19K | shares |
| PEPPEPSICO INC | 109 | $18.5K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 358 | $18.5K | shares |
| ENTGENTEGRIS INC | 162 | $18.2K | shares |
| WFCWELLS FARGO & CO | 320 | $18.1K | shares |
| RACEFERRARI N V | 37 | $17.4K | shares |
| ARESARES MANAGEMENT CORPORATION | 111 | $17.3K | shares |
| SHELSHELL PLC | 258 | $17K | shares |
| CBCHUBB LIMITED | 58 | $16.7K | shares |
| CSCOCISCO SYS INC | 314 | $16.7K | shares |
| SNYSANOFI SA | 271 | $15.6K | shares |
| SBUXSTARBUCKS CORP | 157 | $15.3K | shares |
| UNILEVER PLCUNILEVER PLC | 235 | $15.3K | shares |
| ORLYOREILLY AUTOMOTIVE INC | 13 | $15K | shares |
| MSMORGAN STANLEY | 142 | $14.8K | shares |
| STZCONSTELLATION BRANDS INC | 57 | $14.7K | shares |
| UBSUBS GROUP AG | 475 | $14.7K | shares |
| CTRACOTERRA ENERGY INC | 605 | $14.5K | shares |
| QCOMQUALCOMM INC | 85 | $14.5K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 23 | $14.2K | shares |
| LMTLOCKHEED MARTIN CORP | 24 | $14K | shares |
| LRCXLAM RESEARCH CORP | 17 | $13.9K | shares |
| CRMSALESFORCE INC | 50 | $13.7K | shares |
| RELXRELX PLC | 281 | $13.3K | shares |
| NKENIKE INC | 148 | $13.1K | shares |
| SAPSAP SE | 57 | $13.1K | shares |
| AXPAMERICAN EXPRESS CO | 47 | $12.7K | shares |
| BROBROWN & BROWN INC | 123 | $12.7K | shares |
| LOWLOWES COS INC | 45 | $12.2K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 53 | $11.7K | shares |
| ELSEQUITY LIFESTYLE PROPERTIES | 164 | $11.7K | shares |
| VTIVANGUARD INDEX FDS | 41 | $11.6K | shares |
| KLACKLA CORP | 14 | $10.8K | shares |
| SYKSTRYKER CORPORATION | 30 | $10.8K | shares |
| FERGFERGUSON ENTERPRISES INC | 53 | $10.5K | shares |
| TJXTJX COS INC NEW | 88 | $10.3K | shares |
| CARRCARRIER GLOBAL CORPORATION | 128 | $10.3K | shares |
| GOOGALPHABET INC | 60 | $10K | shares |
| NVRNVR INC | 1 | $9.81K | shares |
| JPXNISHARES TR | 125 | $9.57K | shares |
| SOSOUTHERN CO | 105 | $9.47K | shares |
| SPGSIMON PPTY GROUP INC NEW | 56 | $9.46K | shares |
| GEGE AEROSPACE | 50 | $9.43K | shares |
| MKLMARKEL GROUP INC | 6 | $9.41K | shares |
| NOWSERVICENOW INC | 10 | $8.94K | shares |
| RSGREPUBLIC SVCS INC | 44 | $8.84K | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 55 | $8.84K | shares |
| STESTERIS PLC | 36 | $8.73K | shares |
| LYGLLOYDS BANKING GROUP PLC | 2,771 | $8.65K | shares |
| PGRPROGRESSIVE CORP | 34 | $8.63K | shares |
| HCAHCA HEALTHCARE INC | 21 | $8.54K | shares |
| BKNGBOOKING HOLDINGS INC | 2 | $8.42K | shares |
| BHPBHP BILLITON LIMITED | 135 | $8.38K | shares |
| ELVELEVANCE HEALTH INC FORMERLY | 16 | $8.32K | shares |
| UBERUBER TECHNOLOGIES INC | 110 | $8.27K | shares |
| AMDADVANCED MICRO DEVICES INC | 50 | $8.2K | shares |
| CHDCHURCH & DWIGHT CO INC | 78 | $8.17K | shares |
| MPCMARATHON PETE CORP | 50 | $8.15K | shares |
| URIUNITED RENTALS INC | 10 | $8.1K | shares |
| PLDPROLOGIS INC. | 63 | $7.96K | shares |
| CCLCARNIVAL CORP | 430 | $7.95K | shares |
| TTTRANE TECHNOLOGIES PLC | 20 | $7.78K | shares |
| BPBP PLC | 245 | $7.69K | shares |
| GLWCORNING INC | 170 | $7.68K | shares |
| SPSBSPDR SERIES TRUST | 252 | $7.63K | shares |
| GGALGRUPO FINANCIERO GALICIA S.A | 180 | $7.58K | shares |
| MRSHMARSH & MCLENNAN COS INC | 33 | $7.36K | shares |
| REGNREGENERON PHARMACEUTICALS | 7 | $7.36K | shares |
| SONYSONY GROUP CORP | 76 | $7.34K | shares |
| CDNSCADENCE DESIGN SYSTEM INC | 27 | $7.32K | shares |
| CCITIGROUP INC | 115 | $7.2K | shares |
| SPYVSPDR SERIES TRUST | 135 | $7.14K | shares |
| KMBKIMBERLY-CLARK CORP | 50 | $7.11K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 15 | $6.98K | shares |
| MCKMCKESSON CORP | 14 | $6.92K | shares |
| COPCONOCOPHILLIPS | 65 | $6.84K | shares |
| SMFGSUMITOMO MITSUI FIN GRP INC | 540 | $6.82K | shares |
| STIPISHARES TR | 66 | $6.69K | shares |
| DDDUPONT DE NEMOURS INC | 75 | $6.68K | shares |
| DHID R HORTON INC | 35 | $6.68K | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 24 | $6.64K | shares |
| BBVABANCO BILBAO VIZCAYA ARGENTA | 612 | $6.63K | shares |
| RTXRTX CORPORATION | 54 | $6.54K | shares |
| TELTE CONNECTIVITY PLC | 43 | $6.49K | shares |
| NOCNORTHROP GRUMMAN CORP | 12 | $6.34K | shares |
| TMUST-MOBILE US INC | 30 | $6.19K | shares |
| GILDGILEAD SCIENCES INC | 73 | $6.12K | shares |
| WDAYWORKDAY INC | 25 | $6.11K | shares |
| NWGNATWEST GROUP PLC | 648 | $6.07K | shares |
| SANBANCO SANTANDER SA | 1,176 | $6K | shares |
| STTSTATE STR CORP | 67 | $5.93K | shares |
| WELLWELLTOWER INC | 46 | $5.89K | shares |
| UALUNITED AIRLS HLDGS INC | 103 | $5.88K | shares |
| UPSUNITED PARCEL SVCS INC | 43 | $5.86K | shares |
| METMETLIFE INC | 71 | $5.86K | shares |
| DEDEERE & CO | 14 | $5.84K | shares |
| MSCIMSCI INC | 10 | $5.83K | shares |
| JCIJOHNSON CONTROLS INTERNATION | 75 | $5.82K | shares |
| TOTALENERGIES SE -SPON ADRTOTALENERGIES SE -SPON ADR | 90 | $5.82K | shares |
| DFACDIMENSIONAL ETF TRUST | 169 | $5.79K | shares |
| CMGCHIPOTLE MEXICAN GRILL INC | 100 | $5.76K | shares |
| KKRKKR & CO INC | 44 | $5.75K | shares |
| APHAMPHENOL CORP | 88 | $5.73K | shares |
| MARMARRIOTT INTL INC NEW | 23 | $5.72K | shares |
| CORCENCORA INC | 25 | $5.63K | shares |
| HMCHONDA MOTOR CO LTD | 174 | $5.52K | shares |
| NVSNOVARTIS AG | 48 | $5.52K | shares |
| AIGAMERICAN INTL GROUP INC | 75 | $5.49K | shares |
| INGING GROEP N.V. | 299 | $5.43K | shares |
| HUBSHUBSPOT INC | 10 | $5.32K | shares |
| ADIANALOG DEVICES INC | 23 | $5.29K | shares |
| KRKROGER CO | 92 | $5.27K | shares |
| GWWWW GRAINGER INC | 5 | $5.19K | shares |
| SPGIS&P GLOBAL INC | 10 | $5.17K | shares |
| FCXFREEPORT MCMORAN INC | 102 | $5.09K | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 22 | $5.07K | shares |
| IDXXIDEXX LABS INC | 10 | $5.05K | shares |
| SWKSSKYWORKS SOLUTIONS INC | 50 | $4.94K | shares |
| CMICUMMINS INC | 15 | $4.86K | shares |
| EOGEOG RES INC | 39 | $4.79K | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 24 | $4.77K | shares |
| BFLYBUTTERFLY NETWORK INC | 2,649 | $4.69K | shares |
| AMTAMERICAN TOWER CORP | 20 | $4.65K | shares |
| EBAYEBAY INC. | 71 | $4.62K | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 47 | $4.51K | shares |
| EQNREQUINOR ASA | 171 | $4.33K | shares |
| GISGENERAL MILLS INC | 58 | $4.28K | shares |
| TLHISHARES TR | 39 | $4.26K | shares |
| SCHDSCHWAB STRATEGIC TR | 50 | $4.25K | shares |
| BUDANHEUSER BUSCH INBEV SA NV | 64 | $4.24K | shares |
| AJGGALLAGHER ARTHUR J & CO | 15 | $4.22K | shares |
| SLBSLB LIMITED | 100 | $4.2K | shares |
| WEXWEX INC | 20 | $4.2K | shares |
| HONHONEYWELL INTL INC | 20 | $4.13K | shares |
| FDXFEDEX CORP | 15 | $4.11K | shares |
| EDCONSOLIDATED EDISON INC | 39 | $4.06K | shares |
| BNYBANK OF NY MELLON CORP | 56 | $4.02K | shares |
| CGXUCAPITAL GROUP INTL FOCUS EQT | 148 | $3.99K | shares |
| ONON SEMICONDUCTOR CORP | 53 | $3.85K | shares |
| ROSTROSS STORES INC | 25 | $3.76K | shares |
| VMCVULCAN MATLS CO | 15 | $3.76K | shares |
| WDSWOODSIDE ENERGY GROUP LTD | 217 | $3.74K | shares |
| DFGRDIMENSIONAL ETF TRUST | 128 | $3.69K | shares |
| PCARPACCAR INC | 37 | $3.65K | shares |
| BDXBECTON DICKINSON & CO | 15 | $3.62K | shares |
| WECWEC ENERGY GROUP INC | 37 | $3.56K | shares |
| TRVTRAVELERS COMPANIES INC | 15 | $3.51K | shares |
| INTCINTEL CORP | 148 | $3.47K | shares |
| VBVANGUARD INDEX FDS | 14 | $3.32K | shares |
| SMLFISHARES TR | 50 | $3.32K | shares |
| MMM3M CO | 24 | $3.28K | shares |
| TXTTEXTRON INC | 37 | $3.28K | shares |
| EFVISHARES TR | 55 | $3.16K | shares |
| ULTAULTA BEAUTY INC | 8 | $3.11K | shares |
| KMXCARMAX INC | 40 | $3.1K | shares |
| DLSWISDOMTREE TR | 42 | $2.9K | shares |
| ULSTSSGA ACTIVE ETF TR | 68 | $2.77K | shares |
| ADMARCHER DANIELS MIDLAND CO | 43 | $2.57K | shares |
| ENBENBRIDGE INC | 63 | $2.56K | shares |
| VEUVANGUARD INTL EQUITY INDEX F | 40 | $2.52K | shares |
| OMCOMNICOM GROUP INC | 20 | $2.07K | shares |
| OTISOTIS WORLDWIDE CORP | 19 | $1.98K | shares |
| DDOMINION ENERGY INC | 22 | $1.27K | shares |
| SLYVSPDR SERIES TRUST | 13 | $1.13K | shares |
| VOOVANGUARD INDEX FDS | 2 | $1.06K | shares |
| AIVAPARTMENT INVT & MGMT CO | 112 | $1.01K | shares |
| WPPWPP PLC NEW | 17 | $870 | shares |
| DGSWISDOMTREE TR | 15 | $806 | shares |
| VWOVANGUARD INTL EQUITY INDEX F | 15 | $718 | shares |
| DESWISDOMTREE TR | 17 | $586 | shares |
| SPTMSPDR SERIES TRUST | 8 | $560 | shares |
| GWXSPDR INDEX SHS FDS | 15 | $512 | shares |
| REETISHARES TR | 18 | $480 | shares |
| XLFSELECT SECTOR SPDR TR | 10 | $458 | shares |
| SCHBSCHWAB STRATEGIC TR | 7 | $439 | shares |
| SOLVSOLVENTUM CORP | 6 | $418 | shares |
| EWXSPDR INDEX SHS FDS | 3 | $187 | shares |
| DONWISDOMTREE TR | 3 | $153 | shares |
| HASHASBRO INC | 1 | $72 | shares |
| REZIRESIDEO TECHNOLOGIES INC | 3 | $60 | shares |
| SCHFSCHWAB STRATEGIC TR | 0 | $10 | shares |
| VICIVICI PPTYS INC | 0 | $0 | shares |
| NBISNEBIUS GROUP N.V. | 5 | $0 | shares |
How Q4 2024 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001910482-25-000002 | base | 2025-01-17 | acceptance time not in the bulk data set |