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  Name: REDMONT WEALTH ADVISORS LLC
  City: CHICAGO
  State: IL
  Zip: 60611
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-09-30
  Total Value : $64,630,000
  Total Value Change : $1,018,000
  Securities Held Change : -17
   
All Securities Held : 322
  New Positions : 11
  Closed Positions : 28
  Increased Positions : 9
  Unchanged Positions : 262
  Decreased Positions : 40

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Holdings Found : 100     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 5 - $78.45 $3,032,000 38,183 4.69% 81,000 0 0.009    N/A
   (DVY)1 Year Chart         DVY iShares Dow Select Div 7 - $134.34 $1,906,000 14,111 2.95% 199,000 0 0.009    Closed - End Fund - E...
   (HYG)1 Year Chart         HYG iShares iBoxx $ High Yield ... 9 - $79.36 $1,100,000 13,695 1.7% 44,000 0 0    Closed - End Fund - E...
   (IEMG)1 Year Chart         IEMG Ishares Core Msci Emerging ... 11 - $55.87 $956,000 16,647 1.48% 65,000 0 0    N/A
   (SLM)1 Year Chart         SLM SLM Corp 18 - $22.56 $785,000 34,345 1.21% 71,000 0 0.009    Credit Services
   (XCEM)1 Year Chart         XCEM Columbia Em Core Ex China Etf 24 - $0.00 $616,000 18,862 0.95% 14,000 0 0.021    N/A
   (DLN)1 Year Chart         DLN WisdomTree LargeCap Dividen... 38 - $70.09 $508,000 6,461 0.79% 38,000 0 0.003    Closed - End Fund - E...
   (EQC.PD)1 Year Chart         EQC.PD Commonwealth Reit Prfd D 44 - $25.37 $455,000 18,000 0.7% 7,000 0 0.366    N/A
   (EWJ)1 Year Chart         EWJ iShares MSCI-Japan 45 - $68.42 $450,000 6,287 0.7% 21,000 0 0    Closed - End Fund - E...
   (VZ)1 Year Chart         VZ Verizon Communications Inc 47 - $41.28 $416,000 9,256 0.64% 34,000 0 0    Telecom Services - Do...
   (AB)1 Year Chart         AB AllianceBernstein 48 - $37.29 $397,000 11,373 0.61% 13,000 0 0.012    Asset Management
   (FITB)1 Year Chart         FITB Fifth Third Bancorp 49 - $44.08 $361,000 8,427 0.56% 53,000 0 0.001    Domestic Regional Banks
   (PBR)1 Year Chart         PBR Petroleo Brasileiro S.A. (ADR) 50 - $13.47 $346,000 24,027 0.54% -2,000 0 0    Oil & Gas Drilling & ...
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 51 - $160.61 $337,000 2,081 0.52% 33,000 0 0    Drug Manufacturers - ...
   (SSO)1 Year Chart         SSO Ultra S&P500 ProShares 52 - $91.53 $333,000 3,695 0.52% 28,000 0 0.011    Closed - End Fund - E...
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 53 - $95.81 $317,000 3,303 0.49% 21,000 0 0.004    N/A
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 55 - $50.26 $304,000 6,058 0.47% -1,000 0 0    N/A
   (SRLN)1 Year Chart         SRLN SPDR Blackstone/GSO Senior ... 54 - $41.93 $304,000 7,288 0.47% -1,000 0 0.005    N/A
   (VCIT)1 Year Chart         VCIT Vanguard Intermediate-Term 56 - $81.53 $297,000 3,543 0.46% 14,000 0 0    Closed - End Fund - Debt
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 57 - $139.34 $293,000 2,410 0.45% -5,000 0 0.001    Semiconductor - Speci...
   (DFAI)1 Year Chart         DFAI Dfa Dimensional Internation... 58 - $0.00 $293,000 9,208 0.45% 20,000 0 0    N/A
   (GOOGL)1 Year Chart         GOOGL Alphabet Inc 59 - $174.46 $271,000 1,637 0.42% -27,000 0 0    Search Engines & Info...
   (ARCC)1 Year Chart         ARCC Ares Capital Corp 60 - $21.34 $245,000 11,713 0.38% 1,000 0 0.003    Closed - End Fund - Debt
   (VEGN)1 Year Chart         VEGN Us Vegan Climate Etf 61 - $0.00 $221,000 4,281 0.34% 14,000 0 0.048    N/A
   (DIS)1 Year Chart         DIS Walt Disney Co 62 - $95.08 $220,000 2,284 0.34% -7,000 0 0    Entertainment - Diver...
   (HYBL)1 Year Chart         HYBL Spdr Blackstone High Income... 64 - $0.00 $211,000 7,358 0.33% 3,000 0 0.171    N/A
   (DUK)1 Year Chart         DUK Duke Energy Corp 67 - $114.00 $135,000 1,170 0.21% 18,000 0 0    Electric Utilities
   (ETY)1 Year Chart         ETY Eaton Vance Tax-Managed Div... 68 - $14.73 $95,000 6,488 0.15% 4,000 0 0.004    Closed - End Fund - E...
   (ADBE)1 Year Chart         ADBE Adobe Systems Inc 69 - $486.68 $89,000 171 0.14% -6,000 0 0    Application Software
   (META)1 Year Chart         META Meta Platforms Inc 70 - $591.80 $87,000 152 0.13% 10,000 0 0    Internet Service Prov...
   (MA)1 Year Chart         MA MasterCard Inc A 71 - $513.69 $85,000 173 0.13% 9,000 0 0    Business Services
   (INTU)1 Year Chart         INTU Intuit Inc 72 - $621.11 $77,000 124 0.12% -4,000 0 0    Application Software
   (V)1 Year Chart         V Visa Inc 74 - $290.16 $74,000 268 0.11% 4,000 0 0    Business Services
   (BSX)1 Year Chart         BSX Boston Scientific Corp 73 - $83.99 $74,000 878 0.11% 6,000 0 0    Medical Instruments &...
   (ACN)1 Year Chart         ACN Accenture Plc 75 - $346.57 $69,000 196 0.11% 10,000 0 0    Management Services
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 76 - $562.96 $67,000 115 0.1% 8,000 0 0    Health Care Plans
   (NLY)1 Year Chart         NLY Annaly Capital Management Inc 77 - $19.33 $66,000 3,279 0.1% 4,000 0 0    Mortgage Investment
   (MSI)1 Year Chart         MSI Motorola Inc 78 - $453.00 $62,000 138 0.1% 9,000 0 0    Communication Equipment
   (HTD)1 Year Chart         HTD John Hancock Tax-Advantaged... 79 - $23.11 $61,000 2,612 0.09% 8,000 0 0.007    Closed - End Fund - Debt
   (VTC)1 Year Chart         VTC Vanguard Total Corporate Bond 80 - $0.00 $59,000 745 0.09% 3,000 0 0.007    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 81 - $104.83 $57,000 500 0.09% -5,000 0 0    Drug Manufacturers - ...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 82 - $396.00 $56,000 145 0.09% 5,000 0 0    Diversified Computer ...
   (AZN)1 Year Chart         AZN AstraZeneca Plc (ADR) 86 - $72.83 $54,000 698 0.08% 0 0 0    Drug Manufacturers - ...
   (ORCL)1 Year Chart         ORCL Oracle Corp 85 - $174.56 $54,000 319 0.08% 9,000 0 0    Application Software
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 84 - $116.69 $54,000 459 0.08% 1,000 0 0    Integrated Oil & Gas
   (ASML)1 Year Chart         ASML ASML Holding N.V. (ADR) 87 - $0.00 $53,000 64 0.08% -12,000 0 0    Semiconductor Equipme...
   (LIN)1 Year Chart         LIN Linde Plc 88 - $473.40 $52,000 109 0.08% 4,000 0 0    N/A
   (CAT)1 Year Chart         CAT Caterpillar Inc 89 - $379.24 $50,000 129 0.08% 7,000 0 0    Farm & Construction M...
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 90 - $224.41 $48,000 228 0.07% 2,000 0 0    Domestic Money Center...
   (PH)1 Year Chart         PH Parker Hannifin Corp 92 - $624.29 $47,000 74 0.07% 10,000 0 0    Industrial Equipment ...
   (PG)1 Year Chart         PG Procter & Gamble Co 94 - $166.16 $45,000 261 0.07% 2,000 0 0    Cleaning Products
   (LLY)1 Year Chart         LLY Eli Lilly & Co 93 - $846.83 $45,000 51 0.07% -1,000 0 0    Drug Manufacturers - ...
   (MCD)1 Year Chart         MCD McDonalds Corp 95 - $291.52 $44,000 143 0.07% 8,000 0 0    Restaurants
   (IYH)1 Year Chart         IYH iShares Dow Jones US Health... 97 - $62.69 $42,000 645 0.06% 2,000 0 0.001    Closed - End Fund - E...
   (FISV)1 Year Chart         FISV Fiserv Inc 98 - $199.81 $41,000 231 0.06% 7,000 0 0    Business Software & S...
   (MGV)1 Year Chart         MGV Vanguard Mega Cap 300 Value... 100 - $116.05 $38,000 297 0.06% 3,000 0 0    Closed - End Fund - E...
   (COST)1 Year Chart         COST Costco Wholesale Corp 102 - $879.09 $38,000 43 0.06% 1,000 0 0    Discount, Variety Stores
   (LEN)1 Year Chart         LEN Lennar Corp 101 - $171.50 $38,000 204 0.06% 7,000 0 0    Residential Construct...
   (MO)1 Year Chart         MO Altria Group Inc 104 - $50.50 $36,000 706 0.06% 4,000 0 0    Cigarettes & Other To...
   (ETN)1 Year Chart         ETN Eaton Corp 106 - $342.81 $35,000 106 0.05% 2,000 0 0    Diversified Machinery
   (MGK)1 Year Chart         MGK Vanguard Mega Cap 300 Gr In... 105 - $277.92 $35,000 110 0.05% 0 0 0    Closed - End Fund - E...
   (DHR)1 Year Chart         DHR Danaher Corp 107 - $242.32 $33,000 120 0.05% 3,000 0 0    General Building Mate...
   (KO)1 Year Chart         KO Coca-Cola Co 108 - $65.92 $33,000 458 0.05% 4,000 0 0    Beverage Soft Drinks...
   (MNST)1 Year Chart         MNST Monster Beverage Corporation 110 - $52.60 $32,000 620 0.05% 1,000 0 0    Beverage Soft Drinks...
   (NVO)1 Year Chart         NVO Novo Nordisk A/S (ADR) 109 - $113.24 $32,000 268 0.05% -6,000 0 0    Drug Manufacturers - ...
   (AMP)1 Year Chart         AMP Ameriprise Financial Inc 111 - $514.04 $31,000 65 0.05% 3,000 0 0    Asset Management
   (ABT)1 Year Chart         ABT Abbott Laboratories 112 - $114.45 $30,000 260 0.05% 3,000 0 0    Drug Manufacturers - ...
   (MLM)1 Year Chart         MLM Martin Marietta Materials Inc 113 - $604.85 $27,000 50 0.04% 0 0 0    General Building Mate...
   (ATO)1 Year Chart         ATO Atmos Energy Corp 118 - $139.62 $26,000 191 0.04% 4,000 0 0    Gas Utilities
   (CBOE)1 Year Chart         CBOE Cboe Holdings, Inc. 117 - $0.00 $26,000 129 0.04% 4,000 0 0    Diversified Investments
   (JNK)1 Year Chart         JNK Spdr Lehman Hyb Etf 115 - $96.48 $26,000 264 0.04% 1,000 0 0    Closed - End Fund - E...
   (BX)1 Year Chart         BX Blackstone Group LP 114 - $120.62 $26,000 173 0.04% 5,000 0 0.001    Asset Management
   (GD)1 Year Chart         GD General Dynamics Corp 116 - $301.37 $26,000 87 0.04% 1,000 0 0    Aerospace/Defense - M...
   (AMAT)1 Year Chart         AMAT Applied Materials Inc 120 - $185.30 $25,000 126 0.04% -5,000 0 0    Semiconductor Equipme...
   (CTVA)1 Year Chart         CTVA Corteva, Inc. 119 - $61.57 $25,000 430 0.04% 2,000 0 0    N/A
   (HD)1 Year Chart         HD Home Depot Inc 121 - $392.52 $24,000 60 0.04% 3,000 0 0    Home Improvement Stores
   (XLE)1 Year Chart         XLE SPDR Energy Sector 122 - $88.04 $24,000 274 0.04% -1,000 0 0    Closed - End Fund - E...
   (AMGN)1 Year Chart         AMGN Amgen Inc 124 - $315.54 $23,000 72 0.04% 1,000 0 0    Biotechnology
   (PSX)1 Year Chart         PSX Phillips 66 125 - $122.07 $23,000 174 0.04% -2,000 0 0    Oil & Gas Refining, P...
   (PGX)1 Year Chart         PGX Invesco Preferred ETF 123 - $12.13 $23,000 1,861 0.04% 2,000 0 0    Closed - End Fund - Debt
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 126 - $60.24 $23,000 288 0.04% 3,000 0 0    Discount, Variety Stores
   (AON)1 Year Chart         AON Aon Plc 130 - $369.47 $22,000 64 0.03% 3,000 0 0    Life & Health Insurance
   (MTU)1 Year Chart         MTU Mitsubishi Tokyo Fin. Group... 129 - $10.56 $22,000 2,173 0.03% -1,000 0 0    Foreign Money Center ...
   (ISRG)1 Year Chart         ISRG Intuitive Surgical Inc 128 - $372.63 $22,000 45 0.03% 2,000 0 0    Medical Appliances & ...
   (CMCSA)1 Year Chart         CMCSA Comcast Corp 127 - $42.24 $22,000 519 0.03% 2,000 0 0    CATV Systems
   (PM)1 Year Chart         PM Philip Morris International... 134 - $132.11 $21,000 175 0.03% 3,000 0 0    Cigarettes & Other To...
   (ALC)1 Year Chart         ALC Alcon Inc 133 - $93.27 $21,000 205 0.03% 3,000 0 0    Medical Instruments &...
   (NFLX)1 Year Chart         NFLX Netflix Inc 132 - $753.74 $21,000 30 0.03% 1,000 0 0    Music & Video Stores
   (CINF)1 Year Chart         CINF Cincinnati Financial Corp 135 - $143.44 $20,000 147 0.03% 3,000 0 0    Property & Casualty I...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 136 - $201.50 $20,000 101 0.03% 3,000 0 0    Drug Manufacturers - ...
   (RPM)1 Year Chart         RPM RPM International Inc 137 - $128.12 $20,000 164 0.03% 2,000 0 0    General Building Mate...
   (CVX)1 Year Chart         CVX Chevron Corp 139 - $148.05 $19,000 129 0.03% -1,000 0 0    Integrated Oil & Gas
   (BMY)1 Year Chart         BMY Bristol-Myers Squibb Co 138 - $52.66 $19,000 358 0.03% 4,000 0 0    Drug Manufacturers - ...
   (PEP)1 Year Chart         PEP Pepsico Inc 140 - $166.21 $19,000 109 0.03% 1,000 0 0    Beverage Soft Drinks...
   (WFC)1 Year Chart         WFC Wells Fargo & Co 141 - $65.41 $18,000 320 0.03% -1,000 0 0    Domestic Money Center...
   (ENTG)1 Year Chart         ENTG Entegris Inc 142 - $106.91 $18,000 162 0.03% -4,000 0 0    Semiconductor Equipme...
   (CB)1 Year Chart         CB Chubb Ltd (ACE Ltd) 145 - $283.64 $17,000 58 0.03% 2,000 0 0    Property & Casualty I...
   (SHEL)1 Year Chart         SHEL Shell plc 144 - $65.58 $17,000 258 0.03% -2,000 0 0    Integrated Oil & Gas
   (RACE)1 Year Chart         RACE Ferrari NV 143 - $0.00 $17,000 37 0.03% 2,000 0 0    N/A
   (ARES)1 Year Chart         ARES Ares Management Lp 147 - $0.00 $17,000 111 0.03% 2,000 0 0    N/A

      100 Records Found
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