REDMONT WEALTH ADVISORS LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
RW REDMONT WEALTH ADVISORS LLC | Institutional Filer | ▼ 52.81% | $66.0M | 307 |
Current Portfolio Holdings
Showing all 307 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | — | 45K | $8.5M | 12.94% |
| 2 | NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | — | 49K | $5.1M | 7.68% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 5K | $3.7M | 5.59% |
| 4 | JPST | JPMORGAN ULTRA-SHORT INCOME ETF | — | 66K | $3.3M | 5.04% |
| 5 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | — | 38K | $3.0M | 4.59% |
| 6 | DFAI | DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF | — | 77K | $2.9M | 4.47% |
| 7 | PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | — | 70K | $2.2M | 3.30% |
| 8 | DVY | ISHARES SELECT DIVIDEND ETF | — | 14K | $2.0M | 3.02% |
| 9 | HYG | ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | — | 19K | $1.6M | 2.35% |
| 10 | CW | Curtiss-Wright Corporation | Industrials | 2K | $1.2M | 1.84% |
| 11 | AVIV | AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | — | 17K | $1.2M | 1.83% |
| 12 | NRIM | Northrim BanCorp, Inc. | Financial Services | 44K | $1.2M | 1.76% |
| 13 | IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | — | 17K | $1.1M | 1.73% |
| 14 | AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | — | 11K | $1.1M | 1.72% |
| 15 | EZPW | EZCORP, Inc. | Financial Services | 52K | $1.0M | 1.54% |
Showing 1 to 15 of 307 holdings