$56.9 Million is the total value of REDMONT WEALTH ADVISORS LLC's 60 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
New | WISDOMTREE TRfloatng rat trea | $788,112 | – | 15,662 | +100.0% | 1.38% | – | |
RELL | New | RICHARDSON ELECTRS LTD | $523,667 | – | 47,911 | +100.0% | 0.92% | – |
SGC | New | SUPERIOR GROUP OF CO INC | $518,083 | – | 66,592 | +100.0% | 0.91% | – |
New | ATLANTA BRAVES HLDGS INC | $475,924 | – | 13,320 | +100.0% | 0.84% | – | |
TLRY | New | TILRAY BRANDS INC | $53,111 | – | 22,222 | +100.0% | 0.09% | – |
CGC | New | CANOPY GROWTH CORP | $39,140 | – | 50,000 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCHANGE TRADED FD T | 8 | Q3 2023 | 14.6% |
VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 6.9% |
ISHARES TR | 8 | Q3 2023 | 6.1% |
ISHARES TR | 8 | Q3 2023 | 5.1% |
ISHARES TR | 8 | Q3 2023 | 7.1% |
APPLE INC | 8 | Q3 2023 | 3.7% |
VANGUARD WHITEHALL FDS | 8 | Q3 2023 | 2.9% |
VANGUARD SCOTTSDALE FDS | 8 | Q3 2023 | 3.6% |
SELECT SECTOR SPDR TR | 8 | Q3 2023 | 1.8% |
INVESCO QQQ TR | 8 | Q3 2023 | 1.6% |
View REDMONT WEALTH ADVISORS LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-19 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-20 |
13F-HR | 2023-04-21 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-15 |
13F-HR | 2022-05-16 |
13F-HR | 2022-02-14 |
View REDMONT WEALTH ADVISORS LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.