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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 | |
|---|---|---|---|---|---|---|
|
201
Andersons Inc
ANDE
$2.39B
| $8.09K | 0.01% |
220
-8,835
| -98% | -$324K |
|
202
HCA Healthcare
HCA
$90.6B
| $8.04K | 0.01% |
+21
| New | +$7.57K |
|
203
Johnson Controls International
JCI
$85.1B
| $7.92K | 0.01% |
+75
| New | +$6.9K |
|
204
RTX Corp
RTX
$290B
| $7.88K | 0.01% |
54
| – | – |
|
205
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
| $7.61K | 0.01% |
252
| – | – |
|
206
United Rentals
URI
$65.7B
| $7.53K | 0.01% |
+10
| New | +$6.69K |
|
207
Cencora
COR
$62B
| $7.5K | 0.01% |
25
| – | – |
|
208
Automatic Data Processing
ADP
$109B
| $7.4K | 0.01% |
+24
| New | +$7.37K |
|
209
NVR
NVR
$17.1B
| $7.39K | 0.01% |
+1
| New | +$7.17K |
|
210
BP
BP
$112B
| $7.33K | 0.01% |
+245
| New | +$7.19K |
|
211
TE Connectivity
TEL
$60B
| $7.25K | 0.01% |
43
| – | – |
|
212
Sphere Entertainment
SPHR
$5.02B
| $7.23K | 0.01% |
173
-3,628
| -95% | -$123K |
|
|
MRSH
213
Marsh
MRSH
$94.3B
| $7.21K | 0.01% |
+33
| New | +$7.45K |
|
214
T-Mobile US
TMUS
$195B
| $7.15K | 0.01% |
+30
| New | +$7.32K |
|
215
State Street
STT
$48.4B
| $7.13K | 0.01% |
+67
| New | +$6.2K |
|
216
Deere & Co
DE
$165B
| $7.12K | 0.01% |
+14
| New | +$6.85K |
|
217
Advanced Micro Devices
AMD
$700B
| $7.09K | 0.01% |
50
-123
| -71% | -$13.4K |
|
218
Welltower
WELL
$173B
| $7.07K | 0.01% |
+46
| New | +$6.87K |
|
219
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.2B
| $7.07K | 0.01% |
135
| – | – |
|
220
O'Reilly Automotive
ORLY
$75.1B
| $6.76K | 0.01% |
+75
| New | +$6.84K |
|
221
Vertex Pharmaceuticals
VRTX
$123B
| $6.68K | 0.01% |
+15
| New | +$6.91K |
|
222
Prologis
PLD
$136B
| $6.62K | 0.01% |
+63
| New | +$6.61K |
|
223
Kroger
KR
$36.7B
| $6.6K | 0.01% |
+92
| New | +$6.35K |
|
224
ING
ING
$92.9B
| $6.54K | 0.01% |
+299
| New | +$6.04K |
|
225
BHP
BHP
$211B
| $6.49K | 0.01% |
+135
| New | +$6.49K |
|
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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.