Filed: 4/28/2025ACC: 0001910482-25-000004
📋 What this filing means
REDMONT WEALTH ADVISORS LLC filed this quarterly 13F‑HR report disclosing 178 equity positions with a total reported market value of $51.34M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
178
Positions
$51.34M
Total AUM (reported)
1.08M
Total Shares
Allocation by class
ETF$35.07M68.3%
STOCK$14.01M27.3%
CEF$1.94M3.8%
REIT$304.4K0.6%
ADR$22.8K0.0%
Portfolio Concentration
Top 3$16.52M32.2%
4–10$12.59M24.5%
11–25$8.58M16.7%
Rest$13.65M26.6%
Top 3 weight
32.2%
Top 10 weight
56.7%
Voting Authority Distribution
Total shares with voting rights: 1.08M
Sole
Full voting authority
1.08M
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)
Sole178
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings178
Rows:
INVESCO S&P 500 EQUAL WEIGHT ETF
SOLEShares44.78K
TypeSH
Market value$7.76M
15.11%
Sole
44.78K
Shared
0.00
None
0.00
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
SOLEShares46.96K
TypeSH
Market value$4.80M
9.35%
Sole
46.96K
Shared
0.00
None
0.00
ISHARES PREFERRED & INCOME SECURITIES ETF
SOLEShares129.12K
TypeSH
Market value$3.97M
7.73%
Sole
129.12K
Shared
0.00
None
0.00
VANGUARD SHORT-TERM CORPORATE BOND ETF
SOLEShares38.18K
TypeSH
Market value$3.01M
5.87%
Sole
38.18K
Shared
0.00
None
0.00
SPDR S&P 500 ETF TRUST
SOLEShares4.54K
TypeSH
Market value$2.54M
4.95%
Sole
4.54K
Shared
0.00
None
0.00
ISHARES SELECT DIVIDEND ETF
SOLEShares14.11K
TypeSH
Market value$1.89M
3.69%
Sole
14.11K
Shared
0.00
None
0.00
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
SOLEShares58.52K
TypeSH
Market value$1.83M
3.56%
Sole
58.52K
Shared
0.00
None
0.00
CAPITAL SOUTHWEST CORP COM
SOLEShares53.62K
TypeSH
Market value$1.20M
2.33%
Sole
53.62K
Shared
0.00
None
0.00
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF
SOLEShares13.77K
TypeSH
Market value$1.09M
2.12%
Sole
13.77K
Shared
0.00
None
0.00
AVANTIS U.S. SMALL CAP VALUE ETF
SOLEShares11.81K
TypeSH
Market value$1.03M
2.01%
Sole
11.81K
Shared
0.00
None
0.00
SLM CORP COM
SOLEShares34.34K
TypeSH
Market value$1.01M
1.96%
Sole
34.34K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL CL B NEW
SOLEShares1.31K
TypeSH
Market value$698.2K
1.36%
Sole
1.31K
Shared
0.00
None
0.00
CURTISS WRIGHT CORP COM
SOLEShares2.15K
TypeSH
Market value$682.4K
1.33%
Sole
2.15K
Shared
0.00
None
0.00
VANECK IG FLOATING RATE ETF
SOLEShares22.56K
TypeSH
Market value$576.5K
1.12%
Sole
22.56K
Shared
0.00
None
0.00
ISHARES TREASURY FLOATING RATE BOND ETF
SOLEShares11.37K
TypeSH
Market value$575.8K
1.12%
Sole
11.37K
Shared
0.00
None
0.00
COLUMBIA EM CORE EX-CHINA ETF
SOLEShares18.90K
TypeSH
Market value$558.1K
1.09%
Sole
18.90K
Shared
0.00
None
0.00
NORTHRIM BANCORP INC COM
SOLEShares7.33K
TypeSH
Market value$536.6K
1.05%
Sole
7.33K
Shared
0.00
None
0.00
JEFFERIES FINL GROUP INC COM
SOLEShares9.90K
TypeSH
Market value$530.3K
1.03%
Sole
9.90K
Shared
0.00
None
0.00
WISDOMTREE U.S. LARGECAP DIVIDEND FUND
SOLEShares6.46K
TypeSH
Market value$512.8K
1.00%
Sole
6.46K
Shared
0.00
None
0.00
PITNEY BOWES INC COM
SOLEShares56.65K
TypeSH
Market value$512.6K
1.00%
Sole
56.65K
Shared
0.00
None
0.00
MIDDLEFIELD BANC CORP COM NEW
SOLEShares18.16K
TypeSH
Market value$507.6K
0.99%
Sole
18.16K
Shared
0.00
None
0.00
SUPERIOR GROUP OF CO INC COM
SOLEShares44.09K
TypeSH
Market value$482.3K
0.94%
Sole
44.09K
Shared
0.00
None
0.00
MILLER INDS INC TENN COM NEW
SOLEShares11.24K
TypeSH
Market value$476.5K
0.93%
Sole
11.24K
Shared
0.00
None
0.00
EZCORP INC CL A NON VTG
SOLEShares31.52K
TypeSH
Market value$463.9K
0.90%
Sole
31.52K
Shared
0.00
None
0.00
VERIZON COMMUNICATIONS INC COM
SOLEShares10.01K
TypeSH
Market value$453.8K
0.88%
Sole
10.01K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO S&P 500 EQUAL WEIGHT ETFSOLE | ETF | 44.78K | SH | $7.76M 15.11% | 44.78K | 0.00 | 0.00 |
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETFSOLE | ETF | 46.96K | SH | $4.80M 9.35% | 46.96K | 0.00 | 0.00 |
ISHARES PREFERRED & INCOME SECURITIES ETFSOLE | ETF | 129.12K | SH | $3.97M 7.73% | 129.12K | 0.00 | 0.00 |
VANGUARD SHORT-TERM CORPORATE BOND ETFSOLE | ETF | 38.18K | SH | $3.01M 5.87% | 38.18K | 0.00 | 0.00 |
SPDR S&P 500 ETF TRUSTSOLE | ETF | 4.54K | SH | $2.54M 4.95% | 4.54K | 0.00 | 0.00 |
ISHARES SELECT DIVIDEND ETFSOLE | ETF | 14.11K | SH | $1.89M 3.69% | 14.11K | 0.00 | 0.00 |
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETFSOLE | ETF | 58.52K | SH | $1.83M 3.56% | 58.52K | 0.00 | 0.00 |
CAPITAL SOUTHWEST CORP COMSOLE | CEF | 53.62K | SH | $1.20M 2.33% | 53.62K | 0.00 | 0.00 |
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETFSOLE | ETF | 13.77K | SH | $1.09M 2.12% | 13.77K | 0.00 | 0.00 |
AVANTIS U.S. SMALL CAP VALUE ETFSOLE | ETF | 11.81K | SH | $1.03M 2.01% | 11.81K | 0.00 | 0.00 |
SLM CORP COMSOLE | Stock | 34.34K | SH | $1.01M 1.96% | 34.34K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE | Stock | 1.31K | SH | $698.2K 1.36% | 1.31K | 0.00 | 0.00 |
CURTISS WRIGHT CORP COMSOLE | Stock | 2.15K | SH | $682.4K 1.33% | 2.15K | 0.00 | 0.00 |
VANECK IG FLOATING RATE ETFSOLE | ETF | 22.56K | SH | $576.5K 1.12% | 22.56K | 0.00 | 0.00 |
ISHARES TREASURY FLOATING RATE BOND ETFSOLE | ETF | 11.37K | SH | $575.8K 1.12% | 11.37K | 0.00 | 0.00 |
COLUMBIA EM CORE EX-CHINA ETFSOLE | ETF | 18.90K | SH | $558.1K 1.09% | 18.90K | 0.00 | 0.00 |
NORTHRIM BANCORP INC COMSOLE | Stock | 7.33K | SH | $536.6K 1.05% | 7.33K | 0.00 | 0.00 |
JEFFERIES FINL GROUP INC COMSOLE | Stock | 9.90K | SH | $530.3K 1.03% | 9.90K | 0.00 | 0.00 |
WISDOMTREE U.S. LARGECAP DIVIDEND FUNDSOLE | ETF | 6.46K | SH | $512.8K 1.00% | 6.46K | 0.00 | 0.00 |
PITNEY BOWES INC COMSOLE | Stock | 56.65K | SH | $512.6K 1.00% | 56.65K | 0.00 | 0.00 |
MIDDLEFIELD BANC CORP COM NEWSOLE | Stock | 18.16K | SH | $507.6K 0.99% | 18.16K | 0.00 | 0.00 |
SUPERIOR GROUP OF CO INC COMSOLE | Stock | 44.09K | SH | $482.3K 0.94% | 44.09K | 0.00 | 0.00 |
MILLER INDS INC TENN COM NEWSOLE | Stock | 11.24K | SH | $476.5K 0.93% | 11.24K | 0.00 | 0.00 |
EZCORP INC CL A NON VTGSOLE | Stock | 31.52K | SH | $463.9K 0.90% | 31.52K | 0.00 | 0.00 |
VERIZON COMMUNICATIONS INC COMSOLE | Stock | 10.01K | SH | $453.8K 0.88% | 10.01K | 0.00 | 0.00 |
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