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Redmont Wealth Advisors LLC

Q2 2024 Holdings

Filed 2024-07-10 | 339 holdings | $63.6M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Linde PLC SHS(LIN)StockG54950103$47.8K1090.1%
Arista Networks Inc COM(ANETEUR)Stock040413106$50.8K1450.1%
Hancock John Tax-Advantaged DI COM(HTD)CEF41013V100$52.8K2,6120.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$52.8K4590.1%
Motorola Solutions Inc COM New(MSI)Stock620076307$53.3K1380.1%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$54.4K6980.1%
Vanguard Total Corporate Bond ETF(VTC)ETF92206C573$56.4K7450.1%
Unitedhealth Group Inc COM(UNH)Stock91324P102$58.6K1150.1%
Accenture PLC Ireland SHS Class A(ACN)StockG1151C101$59.5K1960.1%
Merck & Co Inc COM(MRK)Stock58933Y105$61.9K5000.1%
Annaly Capital Management Inc COM New(NLY)REIT035710839$62.5K3,2790.1%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$65.5K640.1%
Boston Scientific Corp COM(BSX)Stock101137107$67.6K8780.1%
Visa Inc COM CL A(V)Stock92826C839$70.3K2680.1%
Mastercard Incorporated CL A(MA)Stock57636Q104$76.3K1730.1%
Meta Platforms Inc CL A(META)Stock30303M102$76.6K1520.1%
Intuit COM(INTU)Stock461202103$81.5K1240.1%
Eaton Vance Tax-Managed Divers COM(XETYX)CEF27828N102$91.2K6,4880.1%
Adobe Inc COM(ADBE)Stock00724F101$95.0K1710.1%
Duke Energy Corp New COM New(DUK)Stock26441C204$117.3K1,1700.2%
Onemain Hldgs Inc COM(OMF)Stock68268W103$197.3K4,0680.3%
Apollo Tactical Income FD Inc COMCEF037638103$202.4K13,8280.3%
US Vegan Climate ETF(VEGN)ETF26922A297$207.0K4,2810.3%
Spdr Blackstone High Income ETF(HYBL)ETF78470P846$207.9K7,3580.3%
Disney Walt Co COM(DIS)Stock254687106$226.8K2,2840.4%
Ares Capital Corp COM(ARCC)CEF04010L103$244.1K11,7130.4%
Dimensional International Core Equity Market ETF(DFAI)ETF25434V203$273.2K9,2080.4%
JPMorgan Ultra-Short Income ETF(JPST)ETF46641Q837$281.6K5,5790.4%
Vanguard Intermediate-Term Corporate Bond ETF(VCIT)ETF92206C870$283.2K3,5430.4%
Royal Caribbean Group COM(RCL)StockV7780T103$285.5K1,7910.4%
Avantis U.S. Small Cap Value ETF(AVUV)ETF025072877$296.3K3,3030.5%
Nvidia Corporation COM(NVDA)Stock67066G104$297.7K2,4100.5%
Alphabet Inc Cap STK CL A(GOOGL)Stock02079K305$298.2K1,6370.5%
Johnson & Johnson COM(JNJ)Stock478160104$304.2K2,0810.5%
Spdr Blackstone Senior Loan ETF(SRLN)ETF78467V608$304.6K7,2880.5%
Wisdomtree Floating Rate Treasury Fund(USFR)ETF97717Y527$304.8K6,0580.5%
Proshares Ultra S&P 500(SSO)ETF74347R107$305.2K3,6950.5%
Fifth Third Bancorp COM(FITB)Stock316773100$307.5K8,4270.5%
Petroleo Brasileiro SA Petrobr Sponsored ADR(PBR)ADR71654V408$348.2K24,0270.5%
Dimensional US Small Cap Value ETF(DFSV)ETF25434V815$349.6K12,1480.5%
Verizon Communications Inc COM(VZ)Stock92343V104$381.7K9,2560.6%
Alliancebernstein Hldg L P Unit LTD Partn(AB)Stock01881G106$384.3K11,3730.6%
Vanguard High Dividend Yield Index ETF(VYM)ETF921946406$396.2K3,3410.6%
Ishares Russell 2000 ETF(IWM)ETF464287655$410.1K2,0210.6%
Ishares Msci Japan ETF(EWJ)ETF46434G822$429.0K6,2870.7%
Equity Comwlth 6.5 CNV PFD DREIT294628201$448.4K18,0000.7%
Sphere Entertainment Co CL A(SPHR)Stock55826T102$453.2K12,9250.7%
Wisdomtree U.S. Largecap Dividend Fund(DLN)ETF97717W307$470.0K6,4610.7%
Mastercraft Boat Hldgs Inc COM(MCFT)Stock57637H103$476.7K25,2480.7%
U Haul Holding Company COM(UHAL)Stock023586100$479.0K7,7590.8%
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