REDMONT WEALTH ADVISORS LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 6, 2026, for the 2025 Q4 period, REDMONT WEALTH ADVISORS LLC held in its portfolio 307 assets valued at $66,040,346 (i.e. $66.04M).

The most valuable assets in the portfolio included: INVESCO S&P 500 EQUAL WEIGHT ETF ($8.54M), PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ($5.07M), and STATE STR SPDR S&P 500 ETF TR TR UNIT ($3.69M).

The chart below shows the top 10 valuable assets, and the table below shows the top 307 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in REDMONT WEALTH ADVISORS LLC Portfolio
INVESCO S&P 500 EQUAL WEIGHT ETF
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
STATE STR SPDR S&P 500 ETF TR TR UNIT
JPMORGAN ULTRA-SHORT INCOME ETF
VANGUARD SHORT-TERM CORPORATE BOND ETF
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
ISHARES PREFERRED & INCOME SECURITIES ETF
ISHARES SELECT DIVIDEND ETF
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
CURTISS WRIGHT CORP COM
REDMONT WEALTH ADVISORS LLC - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
INVESCO S&P 500 EQUAL WEIGHT ETF 44603 8544072 ETF
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF 48747 5073146 ETF
STATE STR SPDR S&P 500 ETF TR TR UNIT 5415 3692394 ETF
JPMORGAN ULTRA-SHORT INCOME ETF 65762 3326900 ETF
VANGUARD SHORT-TERM CORPORATE BOND ETF 38014 3030856 ETF
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF 77382 2949028 ETF
ISHARES PREFERRED & INCOME SECURITIES ETF 70472 2181798 ETF
ISHARES SELECT DIVIDEND ETF 14111 1991627 ETF
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 19251 1552168 ETF
CURTISS WRIGHT CORP COM 2207 1216653 Stock
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF 16978 1209345 ETF
NORTHRIM BANCORP INC COM 43752 1164241 Stock
ISHARES CORE MSCI EMERGING MARKETS ETF 17008 1143278 ETF
AVANTIS U.S. SMALL CAP VALUE ETF 11134 1135445 ETF
EZCORP INC CL A NON VTG 52227 1014248 Stock
SLM CORP COM 34345 929376 Stock
JEFFERIES FINL GROUP INC COM 14832 919139 Stock
MIDDLEFIELD BANC CORP COM NEW 26376 911027 Stock
MILLROSE PPTYS INC COM CL A 30245 903418 REIT
BERKSHIRE HATHAWAY INC DEL CL B NEW 1647 827865 Stock
PITNEY BOWES INC COM 76573 809377 Stock
PATRICK INDS INC COM 7311 792732 Stock
FOSTER L B CO COM 27420 738969 Stock
GOODYEAR TIRE & RUBR CO COM 77668 680372 Stock
ALICO INC COM 18598 676595 Stock
REVERB ETF 17713 627366 ETF
NORWEGIAN CRUISE LINE HLDG LTD SHS 26002 580365 Stock
ATLANTA BRAVES HLDGS INC COM SER C 14558 574313 Stock
WISDOMTREE U.S. LARGECAP DIVIDEND FUND 6461 569085 ETF
INVESCO QQQ TRUST SERIES I 911 559466 ETF
ALPHABET INC CAP STK CL A 1720 538360 Stock
PALMER SQUARE CREDIT OPPORTUNITIES ETF 26056 537374 ETF
VANECK IG FLOATING RATE ETF 20767 529143 ETF
ISHARES MSCI JAPAN ETF 6287 507612 ETF
VANGUARD HIGH DIVIDEND YIELD INDEX ETF 3529 506482 ETF
FIRST BUSEY CORP COM NEW 20757 493809 Stock
STATE STREET BLACKSTONE SENIOR LOAN ETF 11513 475161 ETF
SUPERIOR GROUP OF CO INC COM 48431 468812 Stock
ISHARES RUSSELL 2000 ETF 1903 468446 ETF
MILLER INDS INC TENN COM NEW 12486 466602 Stock
AIR LEASE CORP CL A 7242 465154 Stock
DIMENSIONAL US SMALL CAP VALUE ETF 13733 451678 ETF
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN 11373 437633 Stock
PROSHARES ULTRA S&P 500 7400 428608 ETF
STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF 16933 400804 ETF
CHORD ENERGY CORPORATION COM NEW 3650 338355 Stock
MICROSOFT CORP COM 649 313869 Stock
BRINKS CO COM 2308 269413 Stock
US VEGAN CLIMATE ETF 4281 260326 ETF
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 3105 260044 ETF
DISNEY WALT CO COM 2284 259851 Stock
STATE STREET BLACKSTONE HIGH INCOME ETF 8850 251696 ETF
APPLE INC COM 914 248480 Stock
INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF 8980 188221 ETF
SPDR GOLD SHARES 454 179925 ETF
DIMENSIONAL U.S. SMALL CAP ETF 2326 162052 ETF
DUKE ENERGY CORP NEW COM NEW 1347 157882 Stock
ISHARES TREASURY FLOATING RATE BOND ETF 2953 149008 ETF
STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF 1497 145523 ETF
VERIZON COMMUNICATIONS INC COM 3425 139500 Stock
ONEMAIN HLDGS INC COM 2053 138680 Stock
JOHNSON & JOHNSON COM 602 124584 Stock
META PLATFORMS INC CL A 179 118299 Stock
ARES CAPITAL CORP COM 5174 104670 CEF
SIXTH STREET SPECIALTY LENDING COM 4776 103735 CEF
MASTERCARD INCORPORATED CL A 173 98762 Stock
VISA INC COM CL A 268 93990 Stock
BROADCOM INC COM 270 93447 Stock
ISHARES U.S. TREASURY BOND ETF 3956 91087 ETF
JPMORGAN CHASE & CO COM 277 89189 Stock
BOSTON SCIENTIFIC CORP COM 878 83717 Stock
INTUIT COM 124 82140 Stock
BANK OZK LITTLE ROCK ARK COM 1748 80443 Stock
VANGUARD MID-CAP ETF 275 79811 ETF
EATON VANCE TAX-MANAGED DIVERS COM 5138 78817 CEF
EATON CORP PLC SHS 247 78672 Stock
ISHARES RUSSELL 2000 VALUE ETF 430 77954 ETF
ARISTA NETWORKS INC COM SHS 580 75997 Stock
CATERPILLAR INC COM 129 73900 Stock
ASML HLDG NV N Y REGISTRY SHS 64 68471 ADR
ALTRIA GROUP INC COM 1151 66367 Stock
STATE STREET SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF 1948 65862 ETF
PARKER-HANNIFIN CORP COM 74 65043 Stock
ASTRAZENECA PLC ORD 698 64167 ADR
MIDCAP FINANCIAL INVSTMNT CORP COM NEW 5574 63767 CEF
HANCOCK JOHN TAX-ADVANTAGED DI COM 2612 61800 CEF
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF 1834 60027 ETF
VANGUARD TOTAL CORPORATE BOND ETF 745 57842 ETF
COLUMBIA EM CORE EX-CHINA ETF 1495 57348 ETF
EXXON MOBIL CORP COM 459 55236 Stock
ELI LILLY & CO COM 51 54809 Stock
PHILIP MORRIS INTL INC COM 338 54215 Stock
MOTOROLA SOLUTIONS INC COM NEW 138 52898 Stock
GLADSTONE LD CORP COM 5526 50563 REIT
ORACLE CORP COM 249 48533 Stock
ABBOTT LABS COM 385 48290 Stock
MONSTER BEVERAGE CORP NEW COM 620 47535 Stock
LINDE PLC SHS 109 46477 Stock
INVESCO S&P SPIN-OFF ETF 453 45178 ETF
MCDONALDS CORP COM 143 43705 Stock
VANGUARD MEGA CAP VALUE ETF 297 41925 ETF
ANNALY CAPITAL MANAGEMENT INC COM NEW 1804 40337 REIT
PROCTER & GAMBLE CO COM 261 37404 Stock
COSTCO WHOLESALE CORPORATION COM 43 37081 Stock
GE AEROSPACE COM NEW 120 36964 Stock
DEVON ENERGY CORP NEW COM 961 35201 Stock
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS 2173 34464 ADR
VANGUARD S&P 500 ETF 52 32643 ETF
APPLIED MATLS INC COM 126 32381 Stock
WALMART INC COM 288 32086 Stock
COCA COLA CO COM 458 32019 Stock
ATMOS ENERGY CORP COM 191 32017 Stock
AMERIPRISE FINL INC COM 65 31872 Stock
SCHWAB CHARLES CORP COM 317 31671 Stock
MARTIN MARIETTA MATLS INC COM 50 31133 Stock
CINCINNATI FINL CORP COM 187 30541 Stock
WELLS FARGO & CO COM 320 29824 Stock
GENERAL DYNAMICS CORP COM 87 29289 Stock
LAM RESEARCH CORP COM NEW 170 29101 Stock
CORTEVA INC COM 430 28823 Stock
NETFLIX INC. COM 300 28128 Stock
BLACKSTONE INC COM 173 26666 Stock
ABBVIE INC COM 113 25874 Stock
INTUITIVE SURGICAL INC COM NEW 45 25486 Stock
MORGAN STANLEY COM NEW 142 25209 Stock
CISCO SYS INC COM 314 24187 Stock
MERCK & CO INC COM 222 23368 Stock
AON PLC SHS CL A 64 22584 Stock
PHILLIPS 66 COM 174 22453 Stock
UBS GROUP AG SHS 475 21997 Stock
WISDOMTREE FLOATING RATE TREASURY FUND 436 21940 ETF
LENNAR CORP CL A 204 20971 Stock
INVESCO PREFERRED ETF 1861 20918 ETF
HOME DEPOT INC COM 60 20646 Stock
BLACKROCK INC COM 19 20336 Stock
CHEVRON CORPORATION COM 129 19661 Stock
SHELL PLC SPON ADS 258 18958 ADR
DANAHER CORPORATION COM 80 18314 Stock
CHUBB LIMITED COM 58 18103 Stock
AMERICAN EXPRESS CO COM 47 17388 Stock
INVESCO NASDAQ 100 ETF 68 17261 ETF
RPM INTL INC COM 164 17056 Stock
ALCON AG ORD SHS 205 16156 Stock
COTERRA ENERGY INC COM 605 15924 Stock
AUTOMATIC DATA PROCESSING INC COM 61 15747 Stock
INTERNATIONAL BUSINESS MACHS COM 53 15699 Stock
FISERV INC COM 231 15516 Stock
CORNING INC COM 170 14885 Stock
LLOYDS BANKING GROUP PLC SPONSORED ADR 2771 14686 ADR
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR 612 14266 ADR
MERCADOLIBRE INC COM 7 14100 Stock
FERRARI N V COM 38 14043 Stock
SAP SE SPON ADR 57 13846 ADR
BANCO SANTANDER SA ADR 1176 13794 ADR
VANGUARD TOTAL STOCK MARKET ETF 41 13746 ETF
NOVO-NORDISK A S ADR 268 13636 ADR
UNILEVER PLC SPON ADR NEW 208 13603 ADR
TJX COS INC NEW COM 88 13518 Stock
CITIGROUP INC COM NEW 115 13419 Stock
SPHERE ENTERTAINMENT CO CL A 141 13406 Stock
THERMO FISHER SCIENTIFIC INC COM 23 13327 Stock
SALESFORCE INC COM 50 13246 Stock
STARBUCKS CORP COM 157 13221 Stock
SANOFI SA SPONSORED ADR 271 13133 ADR
CARNIVAL CORP COMMON STOCK 430 13132 Stock
KLA CORP COM NEW 10 12151 Stock
AMPHENOL CORP CL A 88 11892 Stock
FERGUSON ENTERPRISES INC COMMON STOCK NEW 53 11799 Stock
LOCKHEED MARTIN CORP COM 24 11608 Stock
MCKESSON CORP COM 14 11484 Stock
RELX PLC SPONSORED ADR 281 11358 ADR
NATWEST GROUP PLC SPONS ADR 648 11340 ADR
GE VERNOVA INC COM 17 11111 Stock
THE TRADE DESK INC COM CL A 286 10857 Stock
LOWES COS INC COM 45 10852 Stock
ADVANCED MICRO DEVICES INC COM 50 10708 Stock
BRISTOL-MYERS SQUIBB CO COM 198 10680 Stock
STRYKER CORPORATION COM 30 10544 Stock
AMGEN INC COM 32 10474 Stock
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR 540 10438 ADR
SIMON PPTY GROUP INC NEW COM 56 10366 REIT
RTX CORPORATION COM 54 9904 Stock
HCA HEALTHCARE INC COM 21 9804 Stock
TE CONNECTIVITY PLC ORD SHS 43 9783 Stock
SONY GROUP CORP SPONSORED ADR 380 9728 ADR
NIKE INC CL B 148 9429 Stock
ALPHABET INC CAP STK CL C 30 9414 Stock
SOUTHERN CO COM 105 9156 Stock
UBER TECHNOLOGIES INC COM 110 8988 Stock
JOHNSON CTLS INTL PLC SHS 75 8981 Stock
GILEAD SCIENCES INC COM 73 8960 Stock
INTERCONTINENTAL EXCHANGE INC COM 55 8908 Stock
STATE STR CORP COM 67 8644 Stock
WELLTOWER INC COM 46 8538 REIT
BP PLC SPONSORED ADR 245 8509 ADR
ANDERSONS INC COM 160 8507 Stock
CADENCE DESIGN SYSTEM INC COM 27 8440 Stock
ING GROEP N.V. SPONSORED ADR 299 8372 ADR
BHP GROUP LTD SPONSORED ADS 135 8150 ADR
MARATHON PETE CORP COM 50 8132 Stock
UNITED RENTALS INC COM 10 8093 Stock
PROLOGIS INC. COM 63 8043 REIT
TRANE TECHNOLOGIES PLC SHS 20 7784 Stock
PROGRESSIVE CORP COM 34 7742 Stock
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF 135 7669 ETF
SERVICENOW INC COM 50 7660 Stock
CUMMINS INC COM 15 7657 Stock
STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF 252 7610 ETF
CAPITAL SOUTHWEST CORP COM 335 7420 CEF
NVR INC COM 1 7293 Stock
MARRIOTT INTL INC NEW CL A 23 7136 Stock
CROWDSTRIKE HLDGS INC CL A 15 7031 Stock
NORTHROP GRUMMAN CORP COM 12 6843 Stock
OREILLY AUTOMOTIVE INC COM 75 6841 Stock
VERTEX PHARMACEUTICALS INC COM 15 6800 Stock
IDEXX LABS INC COM 10 6765 Stock
CARRIER GLOBAL CORPORATION COM 128 6764 Stock
CENCORA INC COM 20 6755 Stock
DIMENSIONAL U.S. CORE EQUITY 2 ETF 169 6691 ETF
DEERE & CO COM 14 6518 Stock
UNITED AIRLS HLDGS INC COM 58 6486 Stock
AMERICAN INTL GROUP INC COM NEW 75 6416 Stock
ISHARES U.S. DIGITAL INFRASTRUCTURE AND REAL ESTATE ETF 75 6375 ETF
HILTON WORLDWIDE HLDGS INC COM 22 6320 Stock
ISHARES JPX-NIKKEI 400 ETF 73 6312 ETF
EBAY INC. COM 71 6184 Stock
MARSH & MCLENNAN COS INC COM 33 6122 Stock
T-MOBILE US INC COM 30 6091 Stock
CONOCOPHILLIPS COM 65 6085 Stock
TOTALENERGIES SE ACT 90 5888 Stock
KROGER CO COM 92 5748 Stock
MSCI INC COM 10 5737 Stock
KKR & CO INC COM 44 5609 Stock
METLIFE INC COM 71 5605 Stock
INTEL CORP COM 148 5461 Stock
DRAFTKINGS INC NEW COM CL A 158 5445 Stock
WORKDAY INC CL A 25 5370 Stock
MASTERCRAFT BOAT HLDGS INC COM 279 5276 Stock
S&P GLOBAL INC COM 10 5226 Stock
FREEPORT-MCMORAN INC CL B 102 5181 Stock
GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR 96 5178 ADR
HONDA MOTOR LTD ADR ECH CNV IN 3 174 5130 ADR
WW GRAINGER INC COM 5 5045 Stock
KIMBERLY-CLARK CORP COM 50 5045 Stock
D R HORTON INC COM 35 5041 Stock
RICHARDSON ELECTRS LTD COM 450 4896 Stock
ROSS STORES INC COM 25 4504 Stock
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF 148 4373 ETF
TRAVELERS COMPANIES INC COM 15 4351 Stock
SCHWAB US DIVIDEND EQUITY ETF 158 4324 ETF
VULCAN MATLS CO COM 15 4278 Stock
VANGUARD MEGA CAP GROWTH ETF 10 4128 ETF
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR 64 4099 ADR
EOG RES INC COM 39 4095 Stock
U HAUL HOLDING COMPANY COM 81 4083 Stock
PACCAR INC COM 37 4052 Stock
EQUINOR ASA SPONSORED ADR 171 4041 ADR
HUBSPOT INC COM 10 4013 Stock
ISHARES MSCI EAFE VALUE ETF 55 3928 ETF
HONEYWELL INTL INC COM 20 3902 Stock
GALLAGHER ARTHUR J & CO COM 15 3882 Stock
CONSOLIDATED EDISON INC COM 39 3873 Stock
3M CO COM 24 3842 Stock
SLB LIMITED COM STK 100 3838 Stock
ISHARES 0-5 YEAR TIPS BOND ETF 37 3788 ETF
OLD DOMINION FREIGHT LINE INC COM 24 3763 Stock
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF 50 3744 ETF
CHIPOTLE MEXICAN GRILL INC COM 100 3700 Stock
ANALOG DEVICES INC COM 13 3526 Stock
AMERICAN TOWER CORP COM 20 3511 REIT
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND 42 3402 ETF
WOODSIDE ENERGY GROUP LTD SPONSORED ADR 217 3383 ADR
DIMENSIONAL GLOBAL REAL ESTATE ETF 128 3382 ETF
NOVARTIS AG SPONSORED ADR 24 3309 ADR
BANK AMERICA CORP COM 60 3302 Stock
TEXTRON INC COM 37 3225 Stock
PEPSICO INC COM 22 3157 Stock
COMCAST CORP NEW CL A 104 3109 Stock
QNITY ELECTRONICS INC COMMON STOCK 37 3021 Stock
DUPONT DE NEMOURS INC COM 75 3015 Stock
ENBRIDGE INC COM 63 3013 Stock
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 40 2942 ETF
BECTON DICKINSON & CO COM 15 2911 Stock
STATE STREET ULTRA SHORT TERM BOND ETF 68 2754 ETF
JPMORGAN EQUITY PREMIUM INCOME ETF 42 2404 ETF
LYONDELLBASELL INDUSTRIES N V SHS - A - 47 2035 Stock
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK 23 1886 Stock
OTIS WORLDWIDE CORP COM 19 1660 Stock
OMNICOM GROUP INC COM 20 1615 Stock
CARMAX INC COM 40 1546 Stock
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND 15 859 ETF
VANGUARD FTSE EMERGING MARKETS ETF 15 806 ETF
VANGUARD SMALL-CAP ETF 3 774 ETF
MAGNUM ICE CREAM CO NV ORD SHS 46 729 Stock
APARTMENT INVT & MGMT CO CL A 112 665 REIT
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF 8 660 ETF
SPDR S&P INTERNATIONAL SMALL CAP ETF 15 613 ETF
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND 17 569 ETF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 10 564 ETF
SCHWAB U.S. BROAD MARKET ETF 19 496 ETF
ISHARES GLOBAL REIT ETF 18 449 ETF
USA TODAY CO INC COM 80 412 Stock
STATE STREET ENERGY SELECT SECTOR SPDR ETF 8 371 ETF
SOLSTICE ADVANCED MATLS INC COM SHS 5 243 Stock
RESIDEO TECHNOLOGIES INC COM 3 105 Stock
HASBRO INC COM 1 82 Stock
NVIDIA CORPORATION COM 0 1 Stock