$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SSO | Exit | PROSHARES TR | $0 | – | -3,690 | -100.0% | -0.37% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -1,516 | -100.0% | -0.38% | – |
| LVS | Exit | LAS VEGAS SANDS CORP | $0 | – | -4,335 | -100.0% | -0.43% | – |
| Exit | PROSHARES TRbitcoin strate | $0 | – | -15,000 | -100.0% | -0.44% | – | |
| T | Exit | AT&T INC | $0 | – | -17,563 | -100.0% | -0.48% | – |
| HA | Exit | HAWAIIAN HOLDINGS INC | $0 | – | -36,714 | -100.0% | -0.68% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,546 | -100.0% | -0.70% | – |
| BATRK | Exit | LIBERTY MEDIA CORP DEL | $0 | – | -11,790 | -100.0% | -0.80% | – |
| FLL | Exit | FULL HSE RESORTS INC | $0 | – | -70,406 | -100.0% | -0.81% | – |
| GLD | Exit | SPDR GOLD TR | $0 | – | -2,751 | -100.0% | -0.84% | – |
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.