REDMONT WEALTH ADVISORS LLC
Q4 2024 13F Holdings
- Locationchicago, IL
- Num holdings
63
- Value ($000)
$57,886
- Date Filed01/17/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
RSP INVESCO S&P 500 EQUAL WEIGHT ETF | ETF | 46137V357 | $8.02M | 14 % | 45,755 | ||
NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | ETF | 74348A467 | $4.60M | 8 % | 46,163 | ||
PFF ISHARES PREFERRED & INCOME SECURITIES ETF | ETF | 464288687 | $4.07M | 7 % | 129,554 | ||
SPY SPDR S&P 500 ETF TRUST | ETF | 78462F103 | $3.43M | 6 % | 5,853 | ||
VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF | ETF | 92206C409 | $2.98M | 5 % | 38,183 | ||
AVIV AVANTIS INTERNATIONAL LARGE CAP VALUE ETF | ETF | 025072364 | $2.62M | 5 % | 50,541 | ||
DVY ISHARES SELECT DIVIDEND ETF | ETF | 464287168 | $1.85M | 3 % | 14,111 | ||
CSWC CAPITAL SOUTHWEST CORP COM | CEF | 140501107 | $1.46M | 3 % | 66,939 | ||
JEF JEFFERIES FINL GROUP INC COM | STOCK | 47233W109 | $1.08M | 2 % | 13,829 | ||
HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF | ETF | 464288513 | $1.08M | 2 % | 13,769 |
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