$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DVY | ISHARES TRselect divid etf | $3,252,881 | -5.0% | 30,220 | 0.0% | 5.71% | -2.9% | |
| VCSH | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $3,126,315 | -0.7% | 41,601 | 0.0% | 5.49% | +1.5% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $1,690,555 | -3.9% | 22,250 | 0.0% | 2.97% | -1.8% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $1,133,420 | -2.6% | 10,970 | 0.0% | 1.99% | -0.5% | |
| XCEM | COLUMBIA ETF TR IIem core ex etf | $522,022 | -4.1% | 19,038 | 0.0% | 0.92% | -2.0% | |
| MSFT | MICROSOFT CORP | $509,030 | -7.3% | 1,612 | 0.0% | 0.89% | -5.3% | |
| EQCPRD | EQUITY COMWLTH6.5% cnv pfd d | $450,180 | -1.5% | 18,000 | 0.0% | 0.79% | +0.6% | |
| DLN | WISDOMTREE TRus largecap divd | $397,287 | -3.3% | 6,461 | 0.0% | 0.70% | -1.3% | |
| EWJ | ISHARES INCmsci jpn etf new | $365,478 | -2.6% | 6,062 | 0.0% | 0.64% | -0.5% | |
| AB | ALLIANCEBERNSTEIN HLDG L Punit ltd partn | $351,241 | -5.6% | 11,573 | 0.0% | 0.62% | -3.6% | |
| VZ | VERIZON COMMUNICATIONS INC | $299,987 | -12.9% | 9,256 | 0.0% | 0.53% | -11.0% | |
| VEGN | ETF SER SOLUTIONSus vegan climate | $296,083 | -1.9% | 7,781 | 0.0% | 0.52% | +0.2% | |
| DFAI | DIMENSIONAL ETF TRUSTintl core eqt mk | $240,421 | -4.4% | 9,208 | 0.0% | 0.42% | -2.5% | |
| RCL | ROYAL CARIBBEAN GROUP | $232,193 | -11.2% | 2,520 | 0.0% | 0.41% | -9.1% | |
| FITB | FIFTH THIRD BANCORP | $213,456 | -3.4% | 8,427 | 0.0% | 0.38% | -1.3% |
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.