REDMONT WEALTH ADVISORS LLC
Q1 2025 13F Holdings
- Locationchicago, IL
- Num holdings
178
- Value ($000)
$51,342
- Date Filed04/28/2025
- Form type13F-HR
- CIK0001910482
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $7.76M | 15 % | 44,776 | ||
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 74348A467 | $4.80M | 9 % | 46,959 | ||
PFF ISHARES PREFERRED & INCOME SECURITIES ETF | ETF | 464288687 | $3.97M | 8 % | 129,120 | ||
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $3.01M | 6 % | 38,183 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $2.54M | 5 % | 4,542 | ||
DVY ISHARES SELECT DIVIDEND ETF | ETF | 464287168 | $1.89M | 4 % | 14,111 | ||
DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 25434V203 | $1.83M | 4 % | 58,515 | ||
CSWC CAPITAL SOUTHWEST CORP COM | CEF | 140501107 | $1.20M | 2 % | 53,623 | ||
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | 464288513 | $1.09M | 2 % | 13,769 | ||
AVUV AVANTIS U.S. SMALL CAP VALUE ETF | ETF | 025072877 | $1.03M | 2 % | 11,814 |
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