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RWA
Redmont Wealth Advisors Portfolio holdings
AUM
$66M
1-Year Est. Return
13.09%
This Fund
S&P 500
This Quarter
Est. Return
+6.59%
1 Year Est. Return
+13.09%
3 Year Est. Return
+46.11%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$68.2M
AUM Growth
+$16.8M
(+33%)
Cap. Flow
+$13.8M
Cap. Flow
% of AUM
20.3%
Top 10 Holdings %
Top 10 Hldgs %
46.24%
Holding
306
New
130
Increased
80
Reduced
17
Closed
2
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Avantis International Large Cap Value ETF
AVIV
|
+$912K |
| 2 |
MRP
Millrose Properties Inc
MRP
|
+$826K |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$782K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$663K |
| 5 |
VOXP
Vox Populi ETF
VOXP
|
+$528K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
+$349K |
| 2 |
Andersons Inc
ANDE
|
+$324K |
| 3 |
CION Investment
CION
|
+$322K |
| 4 |
Richardson Electronics
RELL
|
+$259K |
| 5 |
WisdomTree Floating Rate Treasury Fund
USFR
|
+$222K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 15.26% |
| 2 | Industrials | 6.91% |
| 3 | Consumer Discretionary | 4.7% |
| 4 | Technology | 2.79% |
| 5 | Communication Services | 2.75% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Kimberly-Clark
KMB
$37.6B
| $6.45K | 0.01% |
+50
| New | +$6.78K |
|
227
American International
AIG
$42.5B
| $6.42K | 0.01% |
75
+60
| +400% | +$5K |
|
228
Marriott International
MAR
$100B
| $6.28K | 0.01% |
+23
| New | +$5.77K |
|
229
Dimensional US Core Equity 2 ETF
DFAC
$47B
| $6.06K | 0.01% |
169
| – | – |
|
230
Northrop Grumman
NOC
$76B
| $6K | 0.01% |
+12
| New | +$5.9K |
|
231
Workday
WDAY
$41.5B
| $6K | 0.01% |
+25
| New | +$6.09K |
|
232
Hilton Worldwide
HLT
$72.4B
| $5.86K | 0.01% |
+22
| New | +$5.24K |
|
233
KKR & Co
KKR
$89.1B
| $5.85K | 0.01% |
+44
| New | +$5.15K |
|
|
JPXN
234
iShares JPX-Nikkei 400 ETF
JPXN
$130M
| $5.85K | 0.01% |
73
-52
| -42% | -$3.95K |
|
235
ConocoPhillips
COP
$144B
| $5.83K | 0.01% |
+65
| New | +$5.85K |
|
236
Novartis
NVS
$302B
| $5.81K | 0.01% |
48
| – | – |
|
237
MSCI
MSCI
$42.4B
| $5.77K | 0.01% |
+10
| New | +$5.54K |
|
238
MetLife
MET
$62.4B
| $5.71K | 0.01% |
+71
| New | +$5.48K |
|
|
239
Richardson Electronics
RELL
$244M
| $5.69K | 0.01% |
590
-28,459
| -98% | -$259K |
|
240
Chipotle Mexican Grill
CMG
$43.9B
| $5.62K | 0.01% |
+100
| New | +$5.09K |
|
241
HubSpot
HUBS
$12.9B
| $5.57K | 0.01% |
+10
| New | +$5.86K |
|
242
TotalEnergies
TTE
$193B
| $5.53K | 0.01% |
+90
| New | +$5.34K |
|
243
Analog Devices
ADI
$172B
| $5.47K | 0.01% |
23
| – | – |
|
244
Idexx Laboratories
IDXX
$44.9B
| $5.36K | 0.01% |
+10
| New | +$4.78K |
|
245
eBay
EBAY
$51.2B
| $5.29K | 0.01% |
71
| – | – |
|
246
S&P Global
SPGI
$124B
| $5.27K | 0.01% |
+10
| New | +$4.99K |
|
247
W.W. Grainger
GWW
$64.2B
| $5.2K | 0.01% |
+5
| New | +$5.2K |
|
248
DuPont de Nemours
DD
$18.6B
| $5.14K | 0.01% |
+60
| New | +$4.99K |
|
|
BNY
249
Bank of New York Mellon
BNY
$103B
| $5.1K | 0.01% |
56
| – | – |
|
250
Honda
HMC
$39.8B
| $5.02K | 0.01% |
+174
| New | +$5.07K |
|
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Redmont Wealth Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Redmont Wealth Advisors held 306 positions worth $68.2M, up 33% from $51.3M the previous quarter. Its ten largest holdings account for 46% of the portfolio.
Redmont Wealth Advisors deployed $13.8M of net new capital in Q2 2025, opening 130 new positions and adding to 80 existing holdings. Its largest new stake was Millrose Properties Inc: 31,247 shares worth $891K.
By sector, the portfolio is most concentrated in Financials at 15% of assets, up from 15% a quarter earlier, followed by Industrials and Consumer Discretionary.
On the sell side, the largest reduction was iShares Preferred and Income Securities ETF, an estimated $349K trimmed.
- Redmont Wealth Advisors's largest Q2 2025 buy was Millrose Properties Inc: 31,247 shares worth $891K.
- Redmont Wealth Advisors added most to Avantis International Large Cap Value ETF in Q2 2025, an estimated $912K increase.
- Redmont Wealth Advisors's biggest Q2 2025 reduction was iShares Preferred and Income Securities ETF, cutting an estimated $349K.
- Redmont Wealth Advisors fully exited CION Investment in Q2 2025, selling an estimated $322K.
- Redmont Wealth Advisors's ten largest holdings make up 46% of its $68.2M portfolio in Q2 2025.
- Redmont Wealth Advisors opened 130 new positions and closed 2 in Q2 2025.
- Redmont Wealth Advisors's portfolio value rose 33% quarter-over-quarter to $68.2M.
Based on Redmont Wealth Advisors's 13F filing for Q2 2025, filed 17 Nov 2025.