Redmont Wealth Advisors 13F annual report
Redmont Wealth Advisors is an investment fund managing more than $63.6 billion ran by James Langer. There are currently 339 companies in Mr. Langer’s portfolio. The largest investments include Invesco S&p 500 Equal Weight Etf and Proshares S&p 500 Dividend Aristocrats Etf, together worth $11.7 billion.
Limited to 30 biggest holdings
$63.6 billion Assets Under Management (AUM)
As of 3rd July 2024, Redmont Wealth Advisors’s top holding is 46,846 shares of Invesco S&p 500 Equal Weight Etf currently worth over $7.7 billion and making up 12.1% of the portfolio value.
In addition, the fund holds 41,951 shares of Proshares S&p 500 Dividend Aristocrats Etf worth $4.03 billion.
The third-largest holding is Ishares Preferred & Income Securities Etf worth $4 billion and the next is Spdr S&p 500 Etf Trust worth $3.31 billion, with 6,086 shares owned.
Currently, Redmont Wealth Advisors's portfolio is worth at least $63.6 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Redmont Wealth Advisors
The Redmont Wealth Advisors office and employees reside in Chicago, Illinois. According to the last 13-F report filed with the SEC, James Langer serves as the CEO at Redmont Wealth Advisors.
Recent trades
In the most recent 13F filing, Redmont Wealth Advisors revealed that it had opened a new position in
Cion Invt Corp Com and bought 45,816 shares worth $555 million.
The investment fund also strengthened its position in Ishares Iboxx $ High Yield Corporate Bond Etf by buying
219 additional shares.
This makes their stake in Ishares Iboxx $ High Yield Corporate Bond Etf total 13,695 shares worth $1.06 billion.
On the other hand, there are companies that Redmont Wealth Advisors is getting rid of from its portfolio.
Redmont Wealth Advisors closed its position in Cannae Hldgs Inc Com on 10th July 2024.
It sold the previously owned 30,745 shares for $684 million.
James Langer also disclosed a decreased stake in Invesco S&p 500 Equal Weight Etf by approximately 0.1%.
This leaves the value of the investment at $7.7 billion and 46,846 shares.
One of the smallest hedge funds
The two most similar investment funds to Redmont Wealth Advisors are Connective Capital Management and Blackrock Advisors. They manage $63.4 billion and $63.2 billion respectively.
James Langer investment strategy
Redmont Wealth Advisors’s portfolio is diversified across 13 sectors.
Currently, their heaviest sector is Miscellaneous — making up 3.1% of
the total portfolio value.
The fund focuses on investments in the United States as
25.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
22% of the total holdings value.
On the other hand, small-cap stocks make up only 1.8% of the portfolio.
The average market cap of the portfolio companies is close to $105 billion.
The complete list of Redmont Wealth Advisors trades based on 13F SEC filings
These positions were updated on July 10th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Invesco S&p 500 Equal Weight Etf |
5.45%
46,846
|
$7,695,907,000 | 12.10% |
| Proshares S&p 500 Dividend Aristocrats Etf |
7.69%
41,951
|
$4,032,708,000 | 6.34% |
| Ishares Preferred & Income Securities Etf |
1.10%
126,745
|
$3,998,820,000 | 6.29% |
| Spdr S&p 500 Etf Trust |
4.34%
6,086
|
$3,312,079,000 | 5.21% |
| Vanguard Short-term Corporate Bond Etf |
No change
38,183
|
$2,950,591,000 | 4.64% |
| Avantis International Large Cap Value Etf |
1.68%
51,252
|
$2,687,629,000 | 4.23% |
| Capital Southwest Corp Com |
9.27%
71,184
|
$1,857,200,000 | 2.92% |
| iShares Select Dividend ETF |
No change
14,111
|
$1,707,149,000 | 2.68% |
| Superior Group Of Co Inc Com |
25.72%
56,363
|
$1,065,824,000 | 1.68% |
| Ishares Iboxx $ High Yield Corporate Bond Etf |
1.63%
13,695
|
$1,056,432,000 | 1.66% |
| Invesco Qqq Trust Series I |
26.73%
2,149
|
$1,029,795,000 | 1.62% |
| Jefferies Finl Group Inc Com |
18.61%
19,129
|
$951,859,000 | 1.50% |
| Berkshire Hathaway Inc Del Cl B New |
15.07%
2,238
|
$910,418,000 | 1.43% |
| Encore Wire Corp Com |
23.91%
3,084
|
$893,836,000 | 1.41% |
| Ishares Core Msci Emerging Markets Etf |
1.50%
16,647
|
$891,114,000 | 1.40% |
| Ishares Russell 2000 Value Etf |
60.16%
5,001
|
$761,658,000 | 1.20% |
| Curtiss Wright Corp Com |
21.71%
2,726
|
$738,691,000 | 1.16% |
| Slm Corp Com |
No change
34,345
|
$714,033,000 | 1.12% |
| Miller Inds Inc Tenn Com New |
23.74%
12,910
|
$710,308,000 | 1.12% |
| Ezcorp Inc Cl A Non Vtg |
17.40%
66,803
|
$699,427,000 | 1.10% |
| Cannae Hldgs Inc Com |
Closed
30,745
|
$683,769,000 | |
| Middlefield Banc Corp Com New |
13.46%
27,708
|
$666,377,000 | 1.05% |
| Microsoft Corp Com |
No change
1,483
|
$662,827,000 | 1.04% |
| Northrim Bancorp, Inc. |
18.98%
11,418
|
$658,134,000 | 1.03% |
| Schwab Charles Corp Com |
17.94%
8,694
|
$640,627,000 | 1.01% |
| Andersons Inc. |
17.01%
12,647
|
$627,275,000 | 0.99% |
| Patrick Inds Inc Com |
25.01%
5,589
|
$606,686,000 | 0.95% |
| Enstar Group Limited Shs |
21.53%
1,972
|
$602,840,000 | 0.95% |
| Columbia Em Core Ex-china Etf |
40.66%
18,862
|
$602,075,000 | 0.95% |
| Air Lease Corp |
19.28%
12,612
|
$599,455,000 | 0.94% |
| Alico Inc. |
19.58%
22,354
|
$579,192,000 | 0.91% |
| Bank Ozk Little Rock Ark Com |
23.14%
13,650
|
$559,650,000 | 0.88% |
| Cion Invt Corp Com |
Opened
45,816
|
$555,290,000 | 0.87% |
| Reverb Etf |
43.95%
19,184
|
$545,773,000 | 0.86% |
| Richardson Electrs Ltd Com |
20.99%
45,504
|
$541,043,000 | 0.85% |
| Topgolf Callaway Brands Corp Com |
29.14%
34,690
|
$530,757,000 | 0.83% |
| Gladstone Ld Corp Com |
16.89%
37,875
|
$518,509,000 | 0.82% |
| Apple Inc |
7.91%
2,328
|
$490,323,000 | 0.77% |
| Ford Mtr Co Del Com |
20.42%
38,587
|
$483,875,000 | 0.76% |
| Atlanta Braves Hldgs Inc Com Ser C |
20.64%
12,216
|
$481,799,000 | 0.76% |
| U Haul Holding Company Com |
21.47%
7,759
|
$478,963,000 | 0.75% |
| Mastercraft Boat Hldgs Inc Com |
19.03%
25,248
|
$476,682,000 | 0.75% |
| Wisdomtree U.s. Largecap Dividend Fund |
No change
6,461
|
$470,038,000 | 0.74% |
| Sphere Entertainment Co Cl A |
16.06%
12,925
|
$453,151,000 | 0.71% |
| Equity Comwlth 6.5 Cnv Pfd D |
No change
18,000
|
$448,380,000 | 0.70% |
| Ishares Msci Japan Etf |
No change
6,287
|
$429,025,000 | 0.67% |
| Ishares Russell 2000 Etf |
10.80%
2,021
|
$410,073,000 | 0.64% |
| Vanguard High Dividend Yield Index Etf |
No change
3,341
|
$396,243,000 | 0.62% |
| Alliancebernstein Hldg L P Unit Ltd Partn |
No change
11,373
|
$384,294,000 | 0.60% |
| Verizon Communications Inc |
No change
9,256
|
$381,717,000 | 0.60% |
| Dimensional Us Small Cap Value Etf |
Opened
12,148
|
$349,619,000 | 0.55% |
| Petroleo Brasileiro Sa Petrobr Sponsored Adr |
37.36%
24,027
|
$348,151,000 | 0.55% |
| Fifth Third Bancorp Com |
No change
8,427
|
$307,501,000 | 0.48% |
| Proshares Ultra S&p 500 |
No change
3,695
|
$305,207,000 | 0.48% |
| Wisdomtree Floating Rate Treasury Fund |
6.45%
6,058
|
$304,778,000 | 0.48% |
| Spdr Blackstone Senior Loan Etf |
0.05%
7,288
|
$304,618,000 | 0.48% |
| Johnson & Johnson Com |
No change
2,081
|
$304,159,000 | 0.48% |
| Alphabet Inc Cap Stk Cl A |
No change
1,637
|
$298,180,000 | 0.47% |
| Nvidia Corporation Com |
900.00%
2,410
|
$297,731,000 | 0.47% |
| Avantis U.s. Small Cap Value Etf |
Opened
3,303
|
$296,345,000 | 0.47% |
| Royal Caribbean Group Com |
28.36%
1,791
|
$285,539,000 | 0.45% |
| Vanguard Intermediate-term Corporate Bond Etf |
1.43%
3,543
|
$283,192,000 | 0.45% |
| Jpmorgan Ultra-short Income Etf |
85.97%
5,579
|
$281,572,000 | 0.44% |
| Dimensional International Core Equity Market ETF |
No change
9,208
|
$273,201,000 | 0.43% |
| Ares Capital Corp Com |
9.89%
11,713
|
$244,099,000 | 0.38% |
| Disney Walt Co Com |
No change
2,284
|
$226,778,000 | 0.36% |
| Spdr Blackstone High Income Etf |
12.81%
7,358
|
$207,933,000 | 0.33% |
| Us Vegan Climate Etf |
No change
4,281
|
$207,036,000 | 0.33% |
| Apollo Tactical Income Fd Inc Com |
13.79%
13,828
|
$202,442,000 | 0.32% |
| Onemain Hldgs Inc Com |
4.39%
4,068
|
$197,257,000 | 0.31% |
| Duke Energy Corp New Com New |
No change
1,170
|
$117,269,000 | 0.18% |
| Adobe Inc |
No change
171
|
$94,997,000 | 0.15% |
| Eaton Vance Tax-managed Divers Com |
27.41%
6,488
|
$91,156,000 | 0.14% |
| Intuit Com |
No change
124
|
$81,494,000 | 0.13% |
| Norwegian Cruise Line Hldg Ltd Shs |
Closed
3,800
|
$79,534,000 | |
| Meta Platforms Inc |
No change
152
|
$76,641,000 | 0.12% |
| Mastercard Incorporated |
No change
173
|
$76,321,000 | 0.12% |
| Visa Inc |
27.17%
268
|
$70,342,000 | 0.11% |
| Boston Scientific Corp Com |
No change
878
|
$67,615,000 | 0.11% |
| Asml Holding N V N Y Registry Shs |
No change
64
|
$65,455,000 | 0.10% |
| Annaly Capital Management Inc Com New |
20.55%
3,279
|
$62,498,000 | 0.10% |
| Merck & Co Inc |
28.57%
500
|
$61,900,000 | 0.10% |
| Accenture Plc Ireland Shs Class A |
No change
196
|
$59,468,000 | 0.09% |
| Unitedhealth Group Inc |
No change
115
|
$58,565,000 | 0.09% |
| Vanguard Total Corporate Bond Etf |
No change
745
|
$56,397,000 | 0.09% |
| Astrazeneca Plc Sponsored Adr |
No change
698
|
$54,437,000 | 0.09% |
| Motorola Solutions Inc Com New |
No change
138
|
$53,275,000 | 0.08% |
| Exxon Mobil Corp Com |
39.53%
459
|
$52,840,000 | 0.08% |
| Hancock John Tax-advantaged Di Com |
33.04%
2,612
|
$52,789,000 | 0.08% |
| Arista Networks Inc |
No change
145
|
$50,820,000 | 0.08% |
| Linde Plc Shs |
No change
109
|
$47,830,000 | 0.08% |
| Eli Lilly & Co Com |
No change
51
|
$46,174,000 | 0.07% |
| Jpmorgan Chase & Co. Com |
30.49%
228
|
$46,115,000 | 0.07% |
| Oracle Corp Com |
No change
319
|
$45,043,000 | 0.07% |
| Broadcom Inc. |
No change
27
|
$43,349,000 | 0.07% |
| Procter And Gamble Co Com |
No change
261
|
$43,044,000 | 0.07% |
| Caterpillar Inc. |
No change
129
|
$42,970,000 | 0.07% |
| Shopify Inc |
Closed
546
|
$42,135,000 | |
| Invesco S&p Spin-off Etf |
No change
592
|
$41,226,000 | 0.06% |
| Ishares U.s. Healthcare Etf |
No change
645
|
$39,519,000 | 0.06% |
| Novo-nordisk A S Adr |
No change
268
|
$38,254,000 | 0.06% |
| Parker-hannifin Corp Com |
No change
74
|
$37,430,000 | 0.06% |
| Costco Whsl Corp New Com |
No change
43
|
$36,550,000 | 0.06% |
| Mcdonalds Corp Com |
41.15%
143
|
$36,442,000 | 0.06% |
| Vanguard Mega Cap Value Etf |
Opened
297
|
$35,195,000 | 0.06% |
| Vanguard Mega Cap Growth Etf |
Opened
110
|
$34,563,000 | 0.05% |
| Fiserv, Inc. |
No change
231
|
$34,428,000 | 0.05% |
| Eaton Corp Plc Shs |
No change
106
|
$33,236,000 | 0.05% |
| Altria Group Inc. |
53.67%
706
|
$32,158,000 | 0.05% |
| Lamb Weston Hldgs Inc Com |
Closed
300
|
$31,959,000 | |
| Thornburg Incm Builder Opp Tr Com |
Closed
1,951
|
$31,548,000 | |
| Kinder Morgan Inc Del Com |
Closed
1,714
|
$31,435,000 | |
| Monster Beverage Corp New Com |
44.64%
620
|
$30,969,000 | 0.05% |
| Lennar Corp. |
No change
204
|
$30,573,000 | 0.05% |
| Danaher Corporation Com |
No change
120
|
$29,982,000 | 0.05% |
| Applied Matls Inc Com |
No change
126
|
$29,735,000 | 0.05% |
| Coca Cola Co Com |
No change
458
|
$29,152,000 | 0.05% |
| Incyte Corp Com |
Closed
500
|
$28,485,000 | |
| Capital Group International Focus Equity Etf |
Opened
1,103
|
$28,369,000 | 0.04% |
| Ameriprise Finl Inc Com |
No change
65
|
$27,767,000 | 0.04% |
| Yum Brands Inc. |
Closed
200
|
$27,730,000 | |
| Dimensional World Ex U.s. Core Equity 2 Etf |
Opened
1,087
|
$27,632,000 | 0.04% |
| Martin Marietta Matls Inc Com |
No change
50
|
$27,090,000 | 0.04% |
| Abbott Labs Com |
No change
260
|
$27,017,000 | 0.04% |
| Us Foods Hldg Corp Com |
Closed
500
|
$26,985,000 | |
| Baker Hughes Company Cl A |
Closed
800
|
$26,800,000 | |
| Electronic Arts, Inc. |
Closed
200
|
$26,534,000 | |
| Intercontinental Exchange Inc |
No change
187
|
$25,598,000 | 0.04% |
| General Dynamics Corp Com |
No change
87
|
$25,242,000 | 0.04% |
| Blackrock Inc. |
No change
32
|
$25,194,000 | 0.04% |
| Energy Select Sector Spdr Fund |
17.22%
274
|
$24,981,000 | 0.04% |
| Spdr Bloomberg High Yield Bond Etf |
Opened
264
|
$24,887,000 | 0.04% |
| Phillips 66 Com |
No change
174
|
$24,564,000 | 0.04% |
| Skechers U S A, Inc. |
Closed
400
|
$24,504,000 | |
| Mattel, Inc. |
Closed
1,200
|
$23,772,000 | |
| Mitsubishi Ufj Finl Group Inc Sponsored Ads |
No change
2,173
|
$23,468,000 | 0.04% |
| Corteva Inc |
No change
430
|
$23,194,000 | 0.04% |
| AMGEN Inc. |
No change
72
|
$22,496,000 | 0.04% |
| Atmos Energy Corp Com |
No change
191
|
$22,280,000 | 0.04% |
| Cboe Global Mkts Inc Com |
43.67%
129
|
$21,938,000 | 0.03% |
| Entegris Inc |
No change
162
|
$21,935,000 | 0.03% |
| Invesco Preferred Etf |
No change
1,861
|
$21,495,000 | 0.03% |
| Blackstone Inc |
No change
173
|
$21,417,000 | 0.03% |
| Home Depot, Inc. |
No change
60
|
$20,654,000 | 0.03% |
| Comcast Corp New Cl A |
No change
519
|
$20,324,000 | 0.03% |
| Netflix Inc. |
No change
30
|
$20,246,000 | 0.03% |
| Chevron Corp New Com |
No change
129
|
$20,178,000 | 0.03% |
| Intuitive Surgical Inc Com New |
No change
45
|
$20,018,000 | 0.03% |
| Walmart Inc |
No change
288
|
$19,500,000 | 0.03% |
| Wells Fargo Co New Com |
No change
320
|
$19,005,000 | 0.03% |
| Aon Plc Shs Cl A |
No change
64
|
$18,789,000 | 0.03% |
| Shell Plc Spon Ads |
No change
258
|
$18,622,000 | 0.03% |
| Alcon Ag Ord Shs |
No change
205
|
$18,261,000 | 0.03% |
| Lam Research Corp Com |
No change
17
|
$18,102,000 | 0.03% |
| Pepsico Inc Com |
No change
109
|
$17,977,000 | 0.03% |
| Philip Morris Intl Inc Com |
No change
175
|
$17,733,000 | 0.03% |
| Rpm Intl Inc Com |
No change
164
|
$17,660,000 | 0.03% |
| Cincinnati Finl Corp Com |
No change
147
|
$17,361,000 | 0.03% |
| Abbvie Inc |
49.75%
101
|
$17,324,000 | 0.03% |
| Qualcomm, Inc. |
No change
85
|
$16,930,000 | 0.03% |
| Vanguard Mid-cap Etf |
Opened
67
|
$16,221,000 | 0.03% |
| Coterra Energy Inc |
No change
605
|
$16,135,000 | 0.03% |
| Ferrari N V Com |
No change
37
|
$15,110,000 | 0.02% |
| Cisco Sys Inc Com |
61.43%
314
|
$14,918,000 | 0.02% |
| Bristol-myers Squibb Co Com |
58.28%
358
|
$14,868,000 | 0.02% |
| Chubb Limited Com |
No change
58
|
$14,795,000 | 0.02% |
| Ares Management Corporation Cl A Com Stk |
Opened
111
|
$14,794,000 | 0.02% |
| Constellation Brands Inc |
No change
57
|
$14,665,000 | 0.02% |
| Ishares Jpx-nikkei 400 Etf |
No change
202
|
$14,607,000 | 0.02% |
| White Mtns Ins Group Ltd Com |
No change
8
|
$14,540,000 | 0.02% |
| Ubs Group Ag Shs |
No change
475
|
$14,032,000 | 0.02% |
| Vanguard Small-cap Etf |
Opened
64
|
$13,955,000 | 0.02% |
| Sei Invts Co Com |
Closed
192
|
$13,805,000 | |
| Morgan Stanley Com New |
No change
142
|
$13,801,000 | 0.02% |
| Oreilly Automotive Inc Com |
No change
13
|
$13,729,000 | 0.02% |
| Las Vegas Sands Corp Com |
92.81%
310
|
$13,718,000 | 0.02% |
| Sanofi Sponsored Adr |
No change
271
|
$13,149,000 | 0.02% |
| Unilever Plc Spon Adr New |
No change
235
|
$12,923,000 | 0.02% |
| Relx Plc Sponsored Adr |
No change
281
|
$12,892,000 | 0.02% |
| Salesforce Inc |
No change
50
|
$12,855,000 | 0.02% |
| Thermo Fisher Scientific Inc. |
No change
23
|
$12,719,000 | 0.02% |
| Starbucks Corp Com |
No change
157
|
$12,222,000 | 0.02% |
| Booking Holdings Inc |
No change
3
|
$11,885,000 | 0.02% |
| Kla Corp Com New |
No change
14
|
$11,543,000 | 0.02% |
| Sap Se Spon Adr |
No change
57
|
$11,497,000 | 0.02% |
| Lockheed Martin Corp Com |
No change
24
|
$11,210,000 | 0.02% |
| Nike, Inc. |
No change
148
|
$11,155,000 | 0.02% |
| Alphabet Inc Cap Stk Cl C |
No change
60
|
$11,005,000 | 0.02% |
| Brown & Brown, Inc. |
No change
123
|
$10,997,000 | 0.02% |
| Vanguard Total Stock Market Etf |
Opened
41
|
$10,968,000 | 0.02% |
| American Express Co Com |
No change
47
|
$10,883,000 | 0.02% |
| Ishares Ibonds Dec 2025 Term Treasury Etf |
Opened
463
|
$10,751,000 | 0.02% |
| Equity Lifestyle Pptys Inc Com |
No change
164
|
$10,681,000 | 0.02% |
| Sensient Technologies Corp Com |
No change
143
|
$10,609,000 | 0.02% |
| Ferguson Plc New Shs |
No change
53
|
$10,263,000 | 0.02% |
| Stryker Corporation Com |
No change
30
|
$10,208,000 | 0.02% |
| Moodys Corp Com |
No change
24
|
$10,102,000 | 0.02% |
| Lowes Cos Inc Com |
No change
45
|
$9,921,000 | 0.02% |
| Tjx Cos Inc New Com |
77.32%
88
|
$9,689,000 | 0.02% |
| Markel Group Inc |
No change
6
|
$9,454,000 | 0.01% |
| International Business Machs Com |
No change
53
|
$9,166,000 | 0.01% |
| Expeditors Intl Wash Inc Com |
No change
71
|
$8,860,000 | 0.01% |
| Bp Plc Sponsored Adr |
No change
245
|
$8,845,000 | 0.01% |
| Marathon Pete Corp Com |
No change
50
|
$8,674,000 | 0.01% |
| Elevance Health Inc Com |
No change
16
|
$8,670,000 | 0.01% |
| Republic Svcs Inc Com |
No change
44
|
$8,551,000 | 0.01% |
| Simon Ppty Group Inc New Com |
No change
56
|
$8,501,000 | 0.01% |
| Cadence Design System Inc Com |
No change
27
|
$8,309,000 | 0.01% |
| Mckesson Corp Com |
No change
14
|
$8,177,000 | 0.01% |
| Southern Co Com |
No change
105
|
$8,145,000 | 0.01% |
| Advanced Micro Devices Inc. |
No change
50
|
$8,111,000 | 0.01% |
| Church & Dwight Co., Inc. |
No change
78
|
$8,087,000 | 0.01% |
| Carrier Global Corporation Com |
No change
128
|
$8,074,000 | 0.01% |
| Carnival Corp Paired Ctf |
No change
430
|
$8,050,000 | 0.01% |
| Uber Technologies Inc |
No change
110
|
$7,995,000 | 0.01% |
| Ge Aerospace Com New |
80.00%
50
|
$7,949,000 | 0.01% |
| Steris Plc Shs Usd |
No change
36
|
$7,903,000 | 0.01% |
| ServiceNow Inc |
No change
10
|
$7,867,000 | 0.01% |
| Bhp Group Ltd Sponsored Ads |
No change
135
|
$7,707,000 | 0.01% |
| NVR Inc. |
No change
1
|
$7,589,000 | 0.01% |
| Lloyds Banking Group Plc Sponsored Adr |
No change
2,771
|
$7,565,000 | 0.01% |
| Spdr Portfolio Short Term Corporate Bond Etf |
Opened
252
|
$7,484,000 | 0.01% |
| Conocophillips Com |
No change
65
|
$7,435,000 | 0.01% |
| Regeneron Pharmaceuticals Com |
No change
7
|
$7,357,000 | 0.01% |
| Citigroup Inc Com New |
No change
115
|
$7,298,000 | 0.01% |
| Sumitomo Mitsui Finl Group Inc Sponsored Adr |
No change
540
|
$7,241,000 | 0.01% |
| Prologis Inc. Com |
No change
63
|
$7,076,000 | 0.01% |
| Progressive Corp Com |
No change
34
|
$7,062,000 | 0.01% |
| Vertex Pharmaceuticals, Inc. |
No change
15
|
$7,031,000 | 0.01% |
| Marsh & McLennan Cos., Inc. |
No change
33
|
$6,954,000 | 0.01% |
| Kimberly-clark Corp Com |
No change
50
|
$6,910,000 | 0.01% |
| HCA Healthcare Inc |
No change
21
|
$6,747,000 | 0.01% |
| Corning, Inc. |
No change
170
|
$6,605,000 | 0.01% |
| Spdr Portfolio S&p 500 Value Etf |
Opened
135
|
$6,580,000 | 0.01% |
| Trane Technologies Plc Shs |
No change
20
|
$6,579,000 | 0.01% |
| Ishares 0-5 Year Tips Bond Etf |
Opened
66
|
$6,566,000 | 0.01% |
| Te Connectivity Ltd Shs |
No change
43
|
$6,468,000 | 0.01% |
| United Rentals, Inc. |
No change
10
|
$6,467,000 | 0.01% |
| Sony Group Corp Sponsored Adr |
No change
76
|
$6,456,000 | 0.01% |
| Chipotle Mexican Grill |
4,900.00%
100
|
$6,265,000 | 0.01% |
| Banco Bilbao Vizcaya Argentari Sponsored Adr |
No change
612
|
$6,138,000 | 0.01% |
| DuPont de Nemours Inc |
No change
75
|
$6,037,000 | 0.01% |
| Totalenergies Se Sponsored Ads |
No change
90
|
$6,001,000 | 0.01% |
| Amphenol Corp. |
100.00%
88
|
$5,929,000 | 0.01% |
| HubSpot Inc |
No change
10
|
$5,898,000 | 0.01% |
| United Parcel Service, Inc. |
No change
43
|
$5,885,000 | 0.01% |
| Automatic Data Processing Inc. |
No change
24
|
$5,729,000 | 0.01% |
| Cencora Inc. |
No change
25
|
$5,633,000 | 0.01% |
| Honda Motor Ltd Adr Ech Cnv In 3 |
No change
174
|
$5,610,000 | 0.01% |
| Workday Inc Cl A |
No change
25
|
$5,589,000 | 0.01% |
| American Intl Group Inc Com New |
No change
75
|
$5,568,000 | 0.01% |
| Marriott Intl Inc New Cl A |
No change
23
|
$5,561,000 | 0.01% |
| Grupo Financiero Galicia S.a. Sponsored Adr |
No change
180
|
$5,501,000 | 0.01% |
| Banco Santander S.a. Adr |
No change
1,176
|
$5,445,000 | 0.01% |
| Rtx Corporation Com |
No change
54
|
$5,421,000 | 0.01% |
| Skyworks Solutions, Inc. |
No change
50
|
$5,329,000 | 0.01% |
| T-Mobile US, Inc. |
76.92%
30
|
$5,285,000 | 0.01% |
| Analog Devices Inc. |
No change
23
|
$5,250,000 | 0.01% |
| Northrop Grumman Corp Com |
No change
12
|
$5,231,000 | 0.01% |
| Deere & Co Com |
No change
14
|
$5,231,000 | 0.01% |
| Natwest Group Plc Spons Adr |
No change
648
|
$5,203,000 | 0.01% |
| Ing Groep N.v. Sponsored Adr |
No change
299
|
$5,125,000 | 0.01% |
| Novartis Ag Sponsored Adr |
No change
48
|
$5,110,000 | 0.01% |
| United Airls Hldgs Inc Com |
No change
103
|
$5,012,000 | 0.01% |
| Gilead Sciences, Inc. |
No change
73
|
$5,009,000 | 0.01% |
| Johnson Ctls Intl Plc Shs |
No change
75
|
$4,985,000 | 0.01% |
| MetLife, Inc. |
No change
71
|
$4,983,000 | 0.01% |
| State Str Corp Com |
No change
67
|
$4,958,000 | 0.01% |
| Freeport-McMoRan Inc |
No change
102
|
$4,957,000 | 0.01% |
| D.R. Horton Inc. |
No change
35
|
$4,933,000 | 0.01% |
| Eog Res Inc Com |
No change
39
|
$4,909,000 | 0.01% |
| Equinor Asa Sponsored Adr |
No change
171
|
$4,884,000 | 0.01% |
| Idexx Labs Inc Com |
No change
10
|
$4,872,000 | 0.01% |
| MSCI Inc |
No change
10
|
$4,818,000 | 0.01% |
| Hilton Worldwide Hldgs Inc Com |
No change
22
|
$4,800,000 | 0.01% |
| Welltower Inc. |
No change
46
|
$4,796,000 | 0.01% |
| Schlumberger Ltd Com Stk |
No change
100
|
$4,718,000 | 0.01% |
| KKR & Co. Inc |
No change
44
|
$4,631,000 | 0.01% |
| Kroger Co Com |
84.46%
92
|
$4,594,000 | 0.01% |
| Intel Corp Com |
No change
148
|
$4,584,000 | 0.01% |
| Grainger W W Inc Com |
No change
5
|
$4,511,000 | 0.01% |
| Fedex Corp Com |
No change
15
|
$4,498,000 | 0.01% |
| Lyondellbasell Industries N V Shs - A - |
No change
47
|
$4,496,000 | 0.01% |
| S&P Global Inc |
No change
10
|
$4,460,000 | 0.01% |
| Apartment Income Reit Corp Com |
No change
112
|
$4,368,000 | 0.01% |
| Ishares U.s. Smallcap Equity Factor Etf |
Opened
70
|
$4,285,000 | 0.01% |
| Honeywell Intl Inc Com |
No change
20
|
$4,271,000 | 0.01% |
| Old Dominion Freight Line, Inc. |
No change
24
|
$4,238,000 | 0.01% |
| Cummins Inc. |
No change
15
|
$4,154,000 | 0.01% |
| Woodside Energy Group Ltd Sponsored Adr |
No change
217
|
$4,082,000 | 0.01% |
| Gallagher Arthur J & Co Com |
No change
15
|
$3,890,000 | 0.01% |
| American Tower Corp New Com |
No change
20
|
$3,888,000 | 0.01% |
| Schwab Us Dividend Equity Etf |
No change
49
|
$3,836,000 | 0.01% |
| Ebay Inc. Com |
No change
71
|
$3,814,000 | 0.01% |
| Paccar Inc. |
No change
37
|
$3,809,000 | 0.01% |
| Humana Inc. |
No change
10
|
$3,737,000 | 0.01% |
| Vulcan Matls Co Com |
No change
15
|
$3,730,000 | 0.01% |
| Anheuser Busch Inbev Sa/nv Sponsored Adr |
No change
64
|
$3,722,000 | 0.01% |
| Takeda Pharmaceutical Co Ltd Sponsored Ads |
Closed
266
|
$3,695,000 | |
| General Mls Inc Com |
No change
58
|
$3,669,000 | 0.01% |
| Boeing Co Com |
No change
20
|
$3,640,000 | 0.01% |
| On Semiconductor Corp Com |
No change
53
|
$3,633,000 | 0.01% |
| Ross Stores, Inc. |
No change
25
|
$3,633,000 | 0.01% |
| WEX Inc |
No change
20
|
$3,543,000 | 0.01% |
| Becton Dickinson & Co Com |
No change
15
|
$3,506,000 | 0.01% |
| Consolidated Edison, Inc. |
No change
39
|
$3,487,000 | 0.01% |
| Nucor Corp Com |
No change
22
|
$3,478,000 | 0.01% |
| Us Bancorp Del Com New |
No change
87
|
$3,454,000 | 0.01% |
| Bank New York Mellon Corp Com |
No change
56
|
$3,354,000 | 0.01% |
| Vici Pptys Inc Com |
No change
113
|
$3,236,000 | 0.01% |
| Textron Inc. |
No change
37
|
$3,177,000 | 0.00% |
| Gartner, Inc. |
No change
7
|
$3,143,000 | 0.00% |
| Ulta Beauty Inc |
No change
8
|
$3,087,000 | 0.00% |
| Travelers Companies Inc. |
No change
15
|
$3,050,000 | 0.00% |
| Autozone Inc. |
No change
1
|
$2,964,000 | 0.00% |
| Carmax Inc |
No change
40
|
$2,934,000 | 0.00% |
| Ishares Msci Eafe Value Etf |
Opened
55
|
$2,917,000 | 0.00% |
| WEC Energy Group Inc |
No change
37
|
$2,903,000 | 0.00% |
| Spdr Ssga Ultra Short Term Bond Etf |
Opened
68
|
$2,752,000 | 0.00% |
| Wisdomtree International Smallcap Dividend Fund |
Opened
42
|
$2,664,000 | 0.00% |
| Archer Daniels Midland Co Com |
No change
43
|
$2,599,000 | 0.00% |
| Hess Corp Com |
No change
17
|
$2,508,000 | 0.00% |
| MongoDB Inc |
No change
10
|
$2,500,000 | 0.00% |
| 3m Co Com |
No change
24
|
$2,453,000 | 0.00% |
| Pfizer Inc. |
No change
86
|
$2,406,000 | 0.00% |
| Dow Inc |
No change
45
|
$2,387,000 | 0.00% |
| Vanguard Ftse All-world Ex-us Index Fund |
Opened
40
|
$2,346,000 | 0.00% |
| Enbridge Inc |
No change
63
|
$2,242,000 | 0.00% |
| Butterfly Network Inc Com Cl A |
No change
2,649
|
$2,227,000 | 0.00% |
| Ge Vernova Inc Com |
Opened
12
|
$2,058,000 | 0.00% |
| Full Hse Resorts Inc Com |
No change
400
|
$2,000,000 | 0.00% |
| Otis Worldwide Corp Com |
No change
19
|
$1,829,000 | 0.00% |
| Omnicom Group, Inc. |
No change
20
|
$1,794,000 | 0.00% |
| Dominion Energy Inc |
No change
22
|
$1,078,000 | 0.00% |
| Spdr S&p 600 Small Cap Value Etf |
Opened
13
|
$1,018,000 | 0.00% |
| Vanguard S&p 500 Etf |
No change
2
|
$1,003,000 | 0.00% |
| Apartment Invt & Mgmt Co Cl A |
No change
112
|
$928,000 | 0.00% |
| Wpp Plc New Adr |
No change
17
|
$778,000 | 0.00% |
| Wisdomtree Emerging Markets Smallcap Dividend Fund |
Opened
15
|
$772,000 | 0.00% |
| Vanguard Ftse Emerging Markets Etf |
Opened
15
|
$656,000 | 0.00% |
| Spdr Portfolio S&p 1500 Composite Stock Market Etf |
Opened
8
|
$531,000 | 0.00% |
| Wisdomtree U.s. Smallcap Dividend Fund |
Opened
17
|
$530,000 | 0.00% |
| iShares iBonds Dec 2024 Term Treasury ETF |
Opened
21
|
$504,000 | 0.00% |
| Spdr S&p International Small Cap Etf |
Opened
15
|
$476,000 | 0.00% |
| Ishares Global Reit Etf |
Opened
18
|
$419,000 | 0.00% |
| Financial Select Sector Spdr Fund |
No change
10
|
$414,000 | 0.00% |
| Schwab U.s. Broad Market Etf |
No change
7
|
$413,000 | 0.00% |
| Solventum Corp Com Shs |
Opened
6
|
$317,000 | 0.00% |
| Spdr S&p Emerging Markets Small Cap Etf |
Opened
3
|
$174,000 | 0.00% |
| Wisdomtree U.s. Midcap Dividend Fund |
Opened
3
|
$140,000 | 0.00% |
| Resideo Technologies Inc |
No change
3
|
$59,000 | 0.00% |
| Hasbro, Inc. |
No change
1
|
$59,000 | 0.00% |
| Schwab International Equity Etf |
No change
0
|
$9,000 | 0.00% |
| Yandex N V Shs Class A |
No change
5
|
$0 | 0.00% |
| Price T Rowe Group Inc Com |
No change
0
|
$0 | |
| No transactions found | |||
| Showing first 500 out of 355 holdings | |||
Hedge funds similar to Redmont Wealth Advisors
- Dynamo Administracao De Recursos Ltda
- Sageworth Trust Co Of South Dakota
- Red Mountain
- Yost Capital Management, L.P.
- Renaissance Technologies
- Cable Car Capital
- Caprin Asset Management adv
- Connective Capital Management
- Blackrock Advisors
- Timelo Investment Management
- Community Capital Management
- Rpo
- Antonetti Capital Management
- Jcp Investment Management