Filed: 1/17/2025ACC: 0001910482-25-000002
📋 What this filing means
REDMONT WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $57.89M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$57.89M
Total AUM (reported)
1.16M
Total Shares
Allocation by class
ETF$37.66M65.1%
STOCK$18.03M31.1%
CEF$1.89M3.3%
ADR$304.4K0.5%
Portfolio Concentration
Top 3$16.69M28.8%
4–10$14.51M25.1%
11–25$12.15M21.0%
Rest$14.53M25.1%
Top 3 weight
28.8%
Top 10 weight
53.9%
Voting Authority Distribution
Total shares with voting rights: 1.16M
Sole
Full voting authority
1.16M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole63
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings63
Rows:
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares45.76K
TypeSH
Market value$8.02M
13.85%
Sole
45.76K
Shared
0.00
None
0.00
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
SOLEShares46.16K
TypeSH
Market value$4.60M
7.94%
Sole
46.16K
Shared
0.00
None
0.00
ISHARES PREFERRED & INCOME SECURITIES ETF
SOLEShares129.55K
TypeSH
Market value$4.07M
7.04%
Sole
129.55K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares5.85K
TypeSH
Market value$3.43M
5.93%
Sole
5.85K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares38.18K
TypeSH
Market value$2.98M
5.15%
Sole
38.18K
Shared
0.00
None
0.00
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF
SOLEShares50.54K
TypeSH
Market value$2.62M
4.53%
Sole
50.54K
Shared
0.00
None
0.00
ISHARES SELECT DIVIDEND ETF
SOLEShares14.11K
TypeSH
Market value$1.85M
3.20%
Sole
14.11K
Shared
0.00
None
0.00
CAPITAL SOUTHWEST CORP COM
SOLEShares66.94K
TypeSH
Market value$1.46M
2.52%
Sole
66.94K
Shared
0.00
None
0.00
JEFFERIES FINL GROUP INC COM
SOLEShares13.83K
TypeSH
Market value$1.08M
1.87%
Sole
13.83K
Shared
0.00
None
0.00
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
SOLEShares13.77K
TypeSH
Market value$1.08M
1.87%
Sole
13.77K
Shared
0.00
None
0.00
INVESCO QQQ TRUST SERIES I
SOLEShares2.10K
TypeSH
Market value$1.07M
1.85%
Sole
2.10K
Shared
0.00
None
0.00
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares10.84K
TypeSH
Market value$1.05M
1.81%
Sole
10.84K
Shared
0.00
None
0.00
SLM CORP COM
SOLEShares34.34K
TypeSH
Market value$947.2K
1.64%
Sole
34.34K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares2.02K
TypeSH
Market value$917.9K
1.59%
Sole
2.02K
Shared
0.00
None
0.00
SUPERIOR GROUP OF CO INC COM
SOLEShares53.81K
TypeSH
Market value$889.5K
1.54%
Sole
53.81K
Shared
0.00
None
0.00
ISHARES CORE MSCI EMERGING MARKETS ETF
SOLEShares17.01K
TypeSH
Market value$888.2K
1.53%
Sole
17.01K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP COM
SOLEShares2.48K
TypeSH
Market value$880.8K
1.52%
Sole
2.48K
Shared
0.00
None
0.00
NORTHRIM BANCORP INC COM
SOLEShares10.92K
TypeSH
Market value$851.2K
1.47%
Sole
10.92K
Shared
0.00
None
0.00
MILLER INDS INC TENN COM NEW
SOLEShares12.39K
TypeSH
Market value$809.9K
1.40%
Sole
12.39K
Shared
0.00
None
0.00
MIDDLEFIELD BANC CORP COM NEW
SOLEShares24.87K
TypeSH
Market value$697.5K
1.20%
Sole
24.87K
Shared
0.00
None
0.00
FOSTER L B CO COM
SOLEShares25.26K
TypeSH
Market value$679.6K
1.17%
Sole
25.26K
Shared
0.00
None
0.00
EZCORP INC CL A NON VTG
SOLEShares53.76K
TypeSH
Market value$656.9K
1.13%
Sole
53.76K
Shared
0.00
None
0.00
PATRICK INDS INC COM
SOLEShares7.58K
TypeSH
Market value$630.2K
1.09%
Sole
7.58K
Shared
0.00
None
0.00
RICHARDSON ELECTRS LTD COM
SOLEShares43.29K
TypeSH
Market value$607.3K
1.05%
Sole
43.29K
Shared
0.00
None
0.00
DIMENSIONAL US SMALL CAP VALUE ETF
SOLEShares18.83K
TypeSH
Market value$579.5K
1.00%
Sole
18.83K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 45.76K | SH | $8.02M 13.85% | 45.76K | 0.00 | 0.00 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | ETF | 46.16K | SH | $4.60M 7.94% | 46.16K | 0.00 | 0.00 |
ISHARES PREFERRED & INCOME SECURITIES ETFSOLE | ETF | 129.55K | SH | $4.07M 7.04% | 129.55K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 5.85K | SH | $3.43M 5.93% | 5.85K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 38.18K | SH | $2.98M 5.15% | 38.18K | 0.00 | 0.00 |
AVANTIS INTERNATIONAL LARGE CAP VALUE ETFSOLE | ETF | 50.54K | SH | $2.62M 4.53% | 50.54K | 0.00 | 0.00 |
ISHARES SELECT DIVIDEND ETFSOLE | ETF | 14.11K | SH | $1.85M 3.20% | 14.11K | 0.00 | 0.00 |
CAPITAL SOUTHWEST CORP COMSOLE | CEF | 66.94K | SH | $1.46M 2.52% | 66.94K | 0.00 | 0.00 |
JEFFERIES FINL GROUP INC COMSOLE | Stock | 13.83K | SH | $1.08M 1.87% | 13.83K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 13.77K | SH | $1.08M 1.87% | 13.77K | 0.00 | 0.00 |
INVESCO QQQ TRUST SERIES ISOLE | ETF | 2.10K | SH | $1.07M 1.85% | 2.10K | 0.00 | 0.00 |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | ETF | 10.84K | SH | $1.05M 1.81% | 10.84K | 0.00 | 0.00 |
SLM CORP COMSOLE | Stock | 34.34K | SH | $947.2K 1.64% | 34.34K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 2.02K | SH | $917.9K 1.59% | 2.02K | 0.00 | 0.00 |
SUPERIOR GROUP OF CO INC COMSOLE | Stock | 53.81K | SH | $889.5K 1.54% | 53.81K | 0.00 | 0.00 |
ISHARES CORE MSCI EMERGING MARKETS ETFSOLE | ETF | 17.01K | SH | $888.2K 1.53% | 17.01K | 0.00 | 0.00 |
CURTISS WRIGHT CORP COMSOLE | Stock | 2.48K | SH | $880.8K 1.52% | 2.48K | 0.00 | 0.00 |
NORTHRIM BANCORP INC COMSOLE | Stock | 10.92K | SH | $851.2K 1.47% | 10.92K | 0.00 | 0.00 |
MILLER INDS INC TENN COM NEWSOLE | Stock | 12.39K | SH | $809.9K 1.40% | 12.39K | 0.00 | 0.00 |
MIDDLEFIELD BANC CORP COM NEWSOLE | Stock | 24.87K | SH | $697.5K 1.20% | 24.87K | 0.00 | 0.00 |
FOSTER L B CO COMSOLE | Stock | 25.26K | SH | $679.6K 1.17% | 25.26K | 0.00 | 0.00 |
EZCORP INC CL A NON VTGSOLE | Stock | 53.76K | SH | $656.9K 1.13% | 53.76K | 0.00 | 0.00 |
PATRICK INDS INC COMSOLE | Stock | 7.58K | SH | $630.2K 1.09% | 7.58K | 0.00 | 0.00 |
RICHARDSON ELECTRS LTD COMSOLE | Stock | 43.29K | SH | $607.3K 1.05% | 43.29K | 0.00 | 0.00 |
DIMENSIONAL US SMALL CAP VALUE ETFSOLE | ETF | 18.83K | SH | $579.5K 1.00% | 18.83K | 0.00 | 0.00 |
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