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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 | |
|---|---|---|---|---|---|---|
76
Visa
V
$698B
| $95.2K | 0.14% |
268
+251
| +1,476% | +$87.5K |
|
77
Boston Scientific
BSX
$69B
| $94.3K | 0.14% |
+878
| New | +$88.8K |
|
78
Sixth Street Specialty
TSLX
$1.7B
| $85.9K | 0.13% |
3,607
-734
| -17% | -$16.1K |
|
79
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.25B
| $79.5K | 0.12% |
5,138
| – | – |
|
80
Broadcom
AVGO
$1.81T
| $74.4K | 0.11% |
+270
| New | +$58.6K |
|
81
Oracle
ORCL
$346B
| $69.7K | 0.1% |
319
+124
| +64% | +$20K |
|
82
iShares Russell 2000 Value ETF
IWN
$14.5B
| $67.9K | 0.1% |
430
-73
| -15% | -$10.9K |
|
83
Adobe
ADBE
$105B
| $66.2K | 0.1% |
+171
| New | +$65.9K |
|
84
JPMorgan Chase
JPM
$927B
| $66.1K | 0.1% |
228
+159
| +230% | +$40.6K |
|
85
Altria Group
MO
$125B
| $62.4K | 0.09% |
1,065
+59
| +6% | +$3.46K |
|
86
Philip Morris
PM
$311B
| $61.6K | 0.09% |
338
+119
| +54% | +$20.4K |
|
|
HTD
87
John Hancock Tax-Advantaged Dividend Income Fund
HTD
$918M
| $61.1K | 0.09% |
2,612
| – | – |
|
88
Arista Networks
ANET
$203B
| $59.3K | 0.09% |
+580
| New | +$50.2K |
|
89
Accenture
ACN
$107B
| $58.6K | 0.09% |
+196
| New | +$59.7K |
|
90
Motorola Solutions
MSI
$72.7B
| $58K | 0.09% |
138
+11
| +9% | +$4.6K |
|
91
Vanguard Total Corporate Bond ETF
VTC
$1.72B
| $57.6K | 0.08% |
745
| – | – |
|
92
Annaly Capital Management
NLY
$17.5B
| $55.3K | 0.08% |
2,937
| – | – |
|
93
Vanguard Mid-Cap ETF
VO
$107B
| $52.3K | 0.08% |
748
| – | – |
|
94
Parker-Hannifin
PH
$121B
| $51.7K | 0.08% |
+74
| New | +$46.8K |
|
95
ASML
ASML
$605B
| $51.3K | 0.08% |
+64
| New | +$45.9K |
|
96
Linde
LIN
$236B
| $51.1K | 0.08% |
+109
| New | +$49.8K |
|
97
Caterpillar
CAT
$364B
| $50.1K | 0.07% |
129
+29
| +29% | +$9.67K |
|
98
Dimensional World ex US Core Equity 2 ETF
DFAX
$11.7B
| $49.5K | 0.07% |
1,686
+69
| +4% | +$1.9K |
|
99
ExxonMobil
XOM
$647B
| $49.5K | 0.07% |
459
+261
| +132% | +$27.9K |
|
100
AstraZeneca
AZN
$270B
| $48.8K | 0.07% |
+349
| New | +$48.9K |
|
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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.