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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 | |
|---|---|---|---|---|---|---|
151
RPM International
RPM
$13.8B
| $18K | 0.03% |
+164
| New | +$18K |
|
152
SAP
SAP
$215B
| $17.3K | 0.03% |
+57
| New | +$16.3K |
|
153
Chubb
CB
$140B
| $16.8K | 0.02% |
58
+30
| +107% | +$8.63K |
|
154
Lam Research
LRCX
$316B
| $16.5K | 0.02% |
+170
| New | +$13.5K |
|
155
UBS Group
UBS
$170B
| $16.1K | 0.02% |
+475
| New | +$14.7K |
|
156
IBM
IBM
$213B
| $15.6K | 0.02% |
+53
| New | +$13.7K |
|
|
CTRA
157
DELISTED
Coterra Energy
CTRA
| $15.4K | 0.02% |
+605
| New | +$15.3K |
|
158
RELX
RELX
$66.8B
| $15.3K | 0.02% |
+281
| New | +$14.9K |
|
159
American Express
AXP
$224B
| $15K | 0.02% |
47
+40
| +571% | +$11.3K |
|
160
PepsiCo
PEP
$196B
| $14.4K | 0.02% |
109
+81
| +289% | +$10.9K |
|
161
Starbucks
SBUX
$119B
| $14.4K | 0.02% |
157
+78
| +99% | +$6.76K |
|
162
Unilever
UL
$142B
| $14.4K | 0.02% |
209
+141
| +207% | +$9.89K |
|
163
Salesforce
CRM
$154B
| $13.6K | 0.02% |
+50
| New | +$13.4K |
|
164
Sanofi
SNY
$107B
| $13.1K | 0.02% |
271
+228
| +530% | +$11.7K |
|
165
Vanguard Total Stock Market ETF
VTI
$646B
| $12.5K | 0.02% |
41
| – | – |
|
166
Carnival Corporation Ltd
CCL
$38.1B
| $12.1K | 0.02% |
430
| – | – |
|
167
Stryker
SYK
$135B
| $11.9K | 0.02% |
+30
| New | +$11.2K |
|
168
Lloyds Banking Group
LYG
$85.2B
| $11.8K | 0.02% |
+2,771
| New | +$11K |
|
169
Booking.com
BKNG
$156B
| $11.6K | 0.02% |
50
| – | – |
|
170
Ferguson
FERG
$43.9B
| $11.5K | 0.02% |
+53
| New | +$9.76K |
|
171
Lockheed Martin
LMT
$131B
| $11.1K | 0.02% |
24
+18
| +300% | +$8.43K |
|
172
TJX Companies
TJX
$179B
| $10.9K | 0.02% |
+88
| New | +$11.2K |
|
173
Nike
NKE
$64.1B
| $10.5K | 0.02% |
148
| – | – |
|
174
ServiceNow
NOW
$120B
| $10.3K | 0.02% |
+50
| New | +$9.43K |
|
175
Uber
UBER
$145B
| $10.3K | 0.02% |
+110
| New | +$9.05K |
|
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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.