REDMONT WEALTH ADVISORS LLC
CIK 1910482 · Holdings on Dec 31, 2023 · First reported Jan 31, 2024
Top ten holdings
Q4 2023- RSP13.00%
- NOBL7.31%
- IWN4.93%
- PFF4.63%
- VCSH4.16%
- AVIV3.92%
- VCIT3.27%
- AAPL2.99%
- DVY2.93%
- CSWC2.76%
Share classes counted separately49.90%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | RSPINVESCO S&P 500 EQUAL WEIGHTS&P500 EQL WGT View history and evidence | $8.92M | 13.00% | 56.54K shares | — | ↗▾ | |
| 02 | NOBLPROSHARES S&P 500 DIVIDEND AS&P 500 DV ARIST View history and evidence | $5.02M | 7.31% | 52.70K shares | — | ↗▾ | |
| 03 | IWNISHARES RUSSELL 2000 VALUE ERUS 2000 VAL ETF View history and evidence | $3.38M | 4.93% | 21.77K shares | — | ↗▾ | |
| 04 | PFFISHARES PREFERRED & INCOME SPFD AND INCM SEC View history and evidence | $3.18M | 4.63% | 101.99K shares | — | ↗▾ | |
| 05 | VCSHVANGUARD S/T CORP BOND ETFSHRT TRM CORP BD View history and evidence | $2.85M | 4.16% | 36.90K shares | — | ↗▾ | |
| 06 | AVIVAVANTIS INT LRG CAP VAL ETFINTERNATIONAL LR View history and evidence | $2.69M | 3.92% | 52.27K shares | — | ↗▾ | |
| 07 | VCITVANGUARD INT-TERM CORPORATEINT-TERM CORP View history and evidence | $2.24M | 3.27% | 27.62K shares | — | ↗▾ | |
| 08 | AAPLAPPLE INC View history and evidence | $2.05M | 2.99% | 10.66K shares | — | ↗▾ | |
| 09 | DVYISHARES SELECT DIVIDEND ETFSELECT DIVID ETF View history and evidence | $2.01M | 2.93% | 17.15K shares | — | ↗▾ | |
| 10 | CSWCCAPITAL SOUTHWEST CORP View history and evidence | $1.89M | 2.76% | 79.92K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 7
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| NCLH NORWEGIAN CRUISE LINE HOLDIN | Non-derivative | — | — | SEC filing ↗ | |
| CF CF INDUSTRIES HOLDINGS INC | Non-derivative | — | — | SEC filing ↗ | |
| VICI VICI PROPERTIES INC | Non-derivative | — | — | SEC filing ↗ |
3 / 7 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1910482 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 68645764
}Research all 67 reported holdings.
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