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Redmont Wealth Advisors LLC

Q1 2025 Holdings

Filed 2025-04-28 | 178 holdings | $51.3M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Novartis AG Sponsored ADR(NVSN)ADR66987V109$5.4K480.0%
Wells Fargo Co New COM(WFC)Stock949746101$5.5K770.0%
Dimensional U.S. Core Equity 2 ETF(DFAC)ETF25434V708$5.6K1690.0%
Visa Inc COM CL A(V)Stock92826C839$6.0K170.0%
Butterfly Network Inc COM CL A(BFLY)Stock124155102$6.0K2,6490.0%
TE Connectivity PLC ORD SHS(TEL)StockG87052109$6.1K430.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$6.9K1110.0%
Spdr Portfolio S&P 500 Value ETF(SPYV)ETF78464A508$6.9K1350.0%
Cencora Inc COM(COR)Stock03073E105$7.0K250.0%
Atmos Energy Corp COM(ATO)Stock049560105$7.1K460.0%
RTX Corporation COM(RTX)Stock75513E101$7.2K540.0%
Spdr Portfolio Short Term Corporate Bond ETF(SPSB)ETF78464A474$7.6K2520.0%
Starbucks Corp COM(SBUX)Stock855244109$7.7K790.0%
Corning Inc COM(GLW)Stock219350105$7.8K1700.0%
Procter and Gamble Co COM(PG)Stock742718109$7.8K460.0%
Comcast Corp New CL A(CMCSA)Stock20030N101$8.1K2190.0%
Carnival Corp Paired CTF(CCL)Stock143658300$8.4K4300.0%
Chubb Limited COM(CB)StockH1467J104$8.5K280.0%
Ishares Jpx-Nikkei 400 ETF(JPXN)ETF464287382$9.1K1250.0%
Booking Holdings Inc COM(BKNG)Stock09857L108$9.2K20.0%
Alphabet Inc Cap STK CL C(GOOG)Stock02079K107$9.4K600.0%
Nike Inc CL B(NKE)Stock654106103$9.4K1480.0%
Ferrari N V COM(RACE)StockN3167Y103$9.4K220.0%
Grupo Financiero Galicia S.A. Sponsored ADR(GGAL)ADR399909100$9.8K1800.0%
Vanguard Total Stock Market ETF(VTI)ETF922908769$11.3K410.0%
Meta Platforms Inc CL A(META)Stock30303M102$11.5K200.0%
Bristol-Myers Squibb Co COM(BMY)Stock110122108$12.1K1980.0%
Costco Whsl Corp New COM(COST)Stock22160K105$14.2K150.0%
Mastercard Incorporated CL A(MA)Stock57636Q104$15.3K280.0%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$16.9K690.0%
Advanced Micro Devices Inc COM(AMD)Stock007903107$17.8K1730.0%
BlackRock Inc COM(BLK)Stock09290D101$18.0K190.0%
Schwab Charles Corp COM(SCHW)Stock808513105$18.2K2320.0%
Eaton Corp PLC SHS(ETN)StockG29183103$18.2K670.0%
Merck & Co Inc COM(MRK)Stock58933Y105$19.9K2220.0%
Invesco Preferred ETF(PGX)ETF46138E511$20.9K1,8610.0%
Exxon Mobil Corp COM(XOM)Stock30231G102$23.5K1980.0%
Oracle Corp COM(ORCL)Stock68389X105$27.3K1950.1%
Ares Management Corporation CL A COM STK(ARES)Stock03990B101$28.0K1910.1%
Vanguard S&P 500 ETF(VOO)ETF922908363$28.8K560.1%
Mcdonalds Corp COM(MCD)Stock580135101$31.2K1000.1%
Vanguard Mega Cap Growth ETF(MGK)ETF921910816$32.4K1050.1%
Caterpillar Inc COM(CAT)Stock149123101$33.0K1000.1%
Invesco S&P Spin-Off ETF(CSD)ETF46137V159$34.0K4530.1%
Abbott Labs COM(ABT)Stock002824100$34.5K2600.1%
Philip Morris Intl Inc COM(PM)Stock718172109$34.8K2190.1%
Vanguard Mega Cap Value ETF(MGV)ETF921910840$38.3K2970.1%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$42.4K1,6170.1%
Dimensional U.S. Small Cap ETF(DFAS)ETF25434V500$45.5K7620.1%
Vanguard Mid-Cap ETF(VO)ETF922908629$48.4K1870.1%
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