— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

REDMONT WEALTH ADVISORS LLC

Q1 2026 · Filed 2026-02-06
Market Value
$0
-100.0%
Holdings
302
-10
New Purchases
0
Added To
0
Closed
302
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 58 $0 0%
Large Cap 180 $0 0%
Mid Cap 33 $0 0%
Small Cap 21 $0 0%
Micro Cap 10 $0 0%

Portfolio Analytics

Avg Market Cap
$205.3B
Median Market Cap
$66.7B
Avg P/E
30.7
Median P/E
23.7
Avg Dividend Yield
0.02%
Avg Beta
0.88
# Stocks
229
# ETFs / Funds
73

Top Holdings (302 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 BMY —% -$11K -198 -100.0% SOLD
2 BDX —% -$3K -15 -100.0% SOLD
3 AMP —% -$32K -65 -100.0% SOLD
4 GLW —% -$15K -170 -100.0% SOLD
5 CB —% -$18K -58 -100.0% SOLD
6 DIS —% -$260K -2,284 -100.0% SOLD
7 CVX —% -$20K -129 -100.0% SOLD
8 ED —% -$4K -39 -100.0% SOLD
9 UBER —% -$9K -110 -100.0% SOLD
10 HMC —% -$5K -174 -100.0% SOLD
11 NOW —% -$8K -50 -100.0% SOLD
12 TSLX —% -$104K -4,776 -100.0% SOLD
13 UHAL —% -$4K -81 -100.0% SOLD
14 DVN —% -$35K -961 -100.0% SOLD
15 XOM —% -$55K -459 -100.0% SOLD
16 BBVA —% -$14K -612 -100.0% SOLD
17 AMT —% -$4K -20 -100.0% SOLD
18 CMG —% -$4K -100 -100.0% SOLD
19 PSX —% -$22K -174 -100.0% SOLD
20 AIG —% -$6K -75 -100.0% SOLD
21 HLT —% -$6K -22 -100.0% SOLD
22 RELX —% -$11K -281 -100.0% SOLD
23 AON —% -$23K -64 -100.0% SOLD
24 HUBS —% -$4K -10 -100.0% SOLD
25 CARR —% -$7K -128 -100.0% SOLD
26 OMF —% -$139K -2,053 -100.0% SOLD
27 LYB —% -$2K -47 -100.0% SOLD
28 ANET —% -$76K -580 -100.0% SOLD
29 GE —% -$37K -120 -100.0% SOLD
30 NCLH —% -$580K -26,002 -100.0% SOLD
31 ICE —% -$9K -55 -100.0% SOLD
32 MS —% -$25K -142 -100.0% SOLD
33 AB —% -$438K -11,373 -100.0% SOLD
34 OTIS —% -$2K -19 -100.0% SOLD
35 ETY —% -$79K -5,138 -100.0% SOLD
36 HD —% -$21K -60 -100.0% SOLD
37 AXP —% -$17K -47 -100.0% SOLD
38 ABT —% -$48K -385 -100.0% SOLD
39 Q —% -$3K -37 -100.0% SOLD
40 ATO —% -$32K -191 -100.0% SOLD
41 ABBV —% -$26K -113 -100.0% SOLD
42 DHR —% -$18K -80 -100.0% SOLD
43 AJG —% -$4K -15 -100.0% SOLD
44 CRM —% -$13K -50 -100.0% SOLD
45 BCO —% -$269K -2,308 -100.0% SOLD
46 BLK —% -$20K -19 -100.0% SOLD
47 SPG —% -$10K -56 -100.0% SOLD
48 EOG —% -$4K -39 -100.0% SOLD
49 MO —% -$66K -1,151 -100.0% SOLD
50 MRP —% -$903K -30,245 -100.0% SOLD
51 GEV —% -$11K -17 -100.0% SOLD
52 VZ —% -$140K -3,425 -100.0% SOLD
53 LOW —% -$11K -45 -100.0% SOLD
54 NKE —% -$9K -148 -100.0% SOLD
55 SHEL —% -$19K -258 -100.0% SOLD
56 MSCI —% -$6K -10 -100.0% SOLD
57 MSI —% -$53K -138 -100.0% SOLD
58 SPGI —% -$5K -10 -100.0% SOLD
59 TEL —% -$10K -43 -100.0% SOLD
60 STT —% -$9K -67 -100.0% SOLD
61 PBI —% -$809K -76,573 -100.0% SOLD
62 IBM —% -$16K -53 -100.0% SOLD
63 SAN —% -$14K -1,176 -100.0% SOLD
64 TRV —% -$4K -15 -100.0% SOLD
65 SONY —% -$10K -380 -100.0% SOLD
66 KMX —% -$2K -40 -100.0% SOLD
67 DE —% -$7K -14 -100.0% SOLD
68 ALC —% -$16K -205 -100.0% SOLD
69 DD —% -$3K -75 -100.0% SOLD
70 PM —% -$54K -338 -100.0% SOLD
71 LMT —% -$12K -24 -100.0% SOLD
72 TJX —% -$14K -88 -100.0% SOLD
73 BHP —% -$8K -135 -100.0% SOLD
74 SYK —% -$11K -30 -100.0% SOLD
75 MLR —% -$467K -12,486 -100.0% SOLD
76 SCHW —% -$32K -317 -100.0% SOLD
77 CAT —% -$74K -129 -100.0% SOLD
78 TDAY —% -$412 -80 -100.0% SOLD
79 EQNR —% -$4K -171 -100.0% SOLD
80 CCL —% -$13K -430 -100.0% SOLD
81 BX —% -$27K -173 -100.0% SOLD
82 JPM —% -$89K -277 -100.0% SOLD
83 JEF —% -$919K -14,832 -100.0% SOLD
84 BAC —% -$3K -60 -100.0% SOLD
85 SO —% -$9K -105 -100.0% SOLD
86 FERG —% -$12K -53 -100.0% SOLD
87 DHI —% -$5K -35 -100.0% SOLD
88 KO —% -$32K -458 -100.0% SOLD
89 MET —% -$6K -71 -100.0% SOLD
90 PG —% -$37K -261 -100.0% SOLD
91 PH —% -$65K -74 -100.0% SOLD
92 TXT —% -$3K -37 -100.0% SOLD
93 CTVA —% -$29K -430 -100.0% SOLD
94 REZI —% -$105 -3 -100.0% SOLD
95 SLB —% -$4K -100 -100.0% SOLD
96 V —% -$94K -268 -100.0% SOLD
97 CMI —% -$8K -15 -100.0% SOLD
98 ETN —% -$79K -247 -100.0% SOLD
99 TMO —% -$13K -23 -100.0% SOLD
100 MLM —% -$31K -50 -100.0% SOLD

Sold Out Positions

SymbolValue% Port
ABT —%
BDX —%
AMP —%
GLW —%
CB —%
DIS —%
CVX —%
ED —%
UBER —%
HMC —%
NOW —%
TSLX —%
Q —%
BMY —%
XOM —%
View SEC EDGAR Filings for REDMONT WEALTH ADVISORS LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms