REDMONT WEALTH ADVISORS LLC
Q3 2025 13F Holdings
- Locationchicago, IL
- Num holdings
307
- Value ($000)
$71,786
- Date Filed 11/07/2025
- Form type13F-HR
- CIK 0001910482
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
R INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $8.44M | 12 % | 44,475 | ||
N PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 74348A467 | $4.87M | 7 % | 47,228 | ||
S SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $3.62M | 5 % | 5,437 | ||
P ISHARES PREFERRED & INCOME SECURITIES ETF | ETF | 464288687 | $3.42M | 5 % | 108,043 | ||
V VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $3.05M | 4 % | 38,183 | ||
D DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | ETF | 25434V203 | $2.49M | 4 % | 68,508 | ||
D ISHARES SELECT DIVIDEND ETF | ETF | 464287168 | $2.01M | 3 % | 14,111 | ||
J JPMORGAN ULTRA-SHORT INCOME ETF | ETF | 46641Q837 | $1.85M | 3 % | 36,489 | ||
C CAPITAL SOUTHWEST CORP COM | CEF | 140501107 | $1.48M | 2 % | 67,876 | ||
N INVESCO QQQ TRUST SERIES I | ETF | 46090E103 | $1.29M | 2 % | 2,154 |
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