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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 | |
|---|---|---|---|---|---|---|
176
McKesson
MCK
$104B
| $10.3K | 0.02% |
14
+7
| +100% | +$4.94K |
|
177
Intercontinental Exchange
ICE
$87.2B
| $10.1K | 0.01% |
+55
| New | +$9.45K |
|
178
Lowe's Companies
LOW
$121B
| $9.98K | 0.01% |
+45
| New | +$10K |
|
179
Sony
SONY
$137B
| $9.89K | 0.01% |
+380
| New | +$9.51K |
|
180
Citigroup
C
$213B
| $9.79K | 0.01% |
+115
| New | +$8.31K |
|
181
Banco Santander
SAN
$191B
| $9.76K | 0.01% |
+1,176
| New | +$8.75K |
|
182
Southern Company
SO
$108B
| $9.64K | 0.01% |
+105
| New | +$9.43K |
|
183
Banco Bilbao Vizcaya Argentaria
BBVA
$142B
| $9.41K | 0.01% |
+612
| New | +$8.82K |
|
184
Carrier Global
CARR
$49.8B
| $9.37K | 0.01% |
128
+90
| +237% | +$6.11K |
|
185
Thermo Fisher Scientific
TMO
$214B
| $9.33K | 0.01% |
+23
| New | +$9.62K |
|
186
NatWest
NWG
$69.9B
| $9.17K | 0.01% |
+648
| New | +$8.57K |
|
187
Bristol-Myers Squibb
BMY
$129B
| $9.16K | 0.01% |
198
| – | – |
|
188
Progressive
PGR
$128B
| $9.07K | 0.01% |
+34
| New | +$9.32K |
|
189
Galicia Financial Group
GGAL
$7.89B
| $9.07K | 0.01% |
180
| – | – |
|
190
Simon Property Group
SPG
$76.4B
| $9K | 0.01% |
56
+30
| +115% | +$4.74K |
|
191
GE Vernova
GEV
$240B
| $9K | 0.01% |
+17
| New | +$7.08K |
|
192
KLA
KLAC
$222B
| $8.96K | 0.01% |
+100
| New | +$7.52K |
|
193
Corning
GLW
$107B
| $8.94K | 0.01% |
170
| – | – |
|
194
Amgen
AMGN
$209B
| $8.94K | 0.01% |
+32
| New | +$9.06K |
|
195
Trane Technologies
TT
$98.8B
| $8.75K | 0.01% |
+20
| New | +$7.89K |
|
196
Amphenol
APH
$185B
| $8.69K | 0.01% |
+88
| New | +$7.2K |
|
197
Cadence Design Systems
CDNS
$91.8B
| $8.32K | 0.01% |
+27
| New | +$7.85K |
|
198
Marathon Petroleum
MPC
$90.1B
| $8.31K | 0.01% |
+50
| New | +$7.5K |
|
199
Sumitomo Mitsui Financial
SMFG
$159B
| $8.16K | 0.01% |
+540
| New | +$7.76K |
|
200
Gilead Sciences
GILD
$165B
| $8.09K | 0.01% |
+73
| New | +$7.77K |
|
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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.