Latest REDMONT WEALTH ADVISORS LLC Stock Portfolio

About REDMONT WEALTH ADVISORS LLC and 13F Hedge Fund Stock Holdings

REDMONT WEALTH ADVISORS LLC is a hedge fund based in CHICAGO, IL. On 30-Jun-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $187.7 Millions. In it's latest 13F Holdings report, REDMONT WEALTH ADVISORS LLC reported an equity portfolio of $71.8 Millions as of 30 Sep, 2025.

The top stock holdings of REDMONT WEALTH ADVISORS LLC are CSD, BZQ, SPY. The fund has invested 11.8% of it's portfolio in INVESCO S&P 500 EQUAL WEIGHT ETF and 6.8% of portfolio in PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF.

REDMONT WEALTH ADVISORS LLC opened new stock positions in INVESCO S&P 500 EQUAL WEIGHT ETF (CSD), PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF (BZQ) and SPDR S&P 500 ETF TRUST (SPY).

REDMONT WEALTH ADVISORS LLC Annual Return Estimates Vs S&P 500

New Buys

Ticker	$ Bought
invesco s&p 500 equal weight etf	8,436,820
proshares s&p 500 dividend aristocrats etf	4,868,000
spdr s&p 500 etf trust	3,621,770
ishares preferred & income securities etf	3,416,320
vanguard short-term corporate bond etf	3,051,970
dimensional international core equity market etf	2,490,270
ishares select dividend etf	2,005,170
jpmorgan ultra-short income etf	1,851,090

New stocks bought by REDMONT WEALTH ADVISORS LLC

Additions

No additions were made to existing positions by REDMONT WEALTH ADVISORS LLC

Reductions

None of the existing positions were reduced by REDMONT WEALTH ADVISORS LLC

Sold off

None of the stocks were completely sold off by REDMONT WEALTH ADVISORS LLC

Sector Distribution

Sector	%
Others	68.5
Financial Services	11.5
Industrials	6.6
Consumer Cyclical	4.7
Technology	2.6
Communication Services	1.8
Consumer Defensive	1.4
Healthcare	1.1

Market Cap. Distribution

Category	%
UNALLOCATED	68.5
SMALL-CAP	9.6
LARGE-CAP	8
MID-CAP	6.5
MEGA-CAP	4.4
MICRO-CAP	3

Stocks belong to which Index?

Index	%
Others	80
RUSSELL 2000	10.3
S&P 500	9.7

Top 5 Winners (%)		%

Top 5 Winners ($)		$

Top 5 Losers (%)		%

Top 5 Losers ($)		$

REDMONT WEALTH ADVISORS LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of REDMONT WEALTH ADVISORS LLC

Last Reported on: 07 Nov, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type
AAPL	apple inc com	0.32	914	232,732	new

AAXJ	ishares preferred & income securities etf	4.76	108,043	3,416,320	new

AAXJ	ishares iboxx $ high yield corporate bond etf	1.70	15,015	1,219,070	new

AAXJ	ishares msci eafe value etf	0.00	55.00	3,731	new

AB	alliancebernstein hldg l p unit ltd partn	0.61	11,373	434,676	new

ABBV	abbvie inc com	0.06	178	41,144	new

ABC	cencora inc com	0.01	25.00	7,813	new

ABT	abbott labs com	0.07	385	51,549	new

ACIO	us vegan climate etf	0.36	4,281	254,557	new

ACN	accenture plc ireland shs class a	0.02	48.00	11,837	new

ACWF	ishares treasury floating rate bond etf	0.91	12,852	650,183	new

ACWF	ishares u.s. smallcap equity factor etf	0.00	50.00	3,718	new

ACWF	ishares global reit etf	0.00	18.00	460	new

ADI	analog devices inc com	0.01	23.00	5,651	new

ADP	automatic data processing inc com	0.03	61.00	17,908	new

AEMB	avantis international large cap value etf	1.62	17,253	1,163,530	new

AEMB	avantis u.s. small cap value etf	1.54	11,129	1,107,670	new

AFK	vaneck ig floating rate etf	1.17	32,950	842,532	new

AGZD	wisdomtree u.s. largecap dividend fund	0.78	6,461	562,301	new

AGZD	wisdomtree international smallcap dividend fund	0.00	42.00	3,339	new