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Redmont Wealth Advisors LLC

Q3 2025 Holdings

Filed 2025-11-07 | 307 holdings | $71.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
International Business Machs COM(IBM)Stock459200101$15.0K530.0%
SAP SE Spon ADR(SAP)ADR803054204$15.2K570.0%
Alcon AG ORD SHS(ALC)StockH01301128$15.3K2050.0%
American Express Co COM(AXP)Stock025816109$15.6K470.0%
Danaher Corporation COM(DHR)Stock235851102$15.9K800.0%
Chubb Limited COM(CB)StockH1467J104$16.4K580.0%
Invesco Nasdaq 100 ETF(QQQM)ETF46138G649$16.8K680.0%
The Trade Desk Inc COM CL A(TTD)Stock88339J105$17.2K3510.0%
Automatic Data Processing Inc COM(ADP)Stock053015103$17.9K610.0%
Ferrari N V COM(RACE)StockN3167Y103$18.0K370.0%
Shell PLC Spon ADS(SHEL)ADR780259305$18.5K2580.0%
Merck & Co Inc COM(MRK)Stock58933Y105$18.6K2220.0%
RPM Intl Inc COM(RPM)Stock749685103$19.3K1640.0%
UBS Group AG SHS(UBS)StockH42097107$19.5K4750.0%
Unitedhealth Group Inc COM(UNH)Stock91324P102$20.0K580.0%
Chevron Corp New COM(CVX)Stock166764100$20.0K1290.0%
Intuitive Surgical Inc COM New(ISRG)Stock46120E602$20.1K450.0%
Cisco SYS Inc COM(CSCO)Stock17275R102$21.5K3140.0%
Invesco Preferred ETF(PGX)ETF46138E511$21.6K1,8610.0%
BlackRock Inc COM(BLK)Stock09290D101$22.2K190.0%
Morgan Stanley COM New(MS)Stock617446448$22.6K1420.0%
LAM Research Corp COM New(LRCX)Stock512807306$22.8K1700.0%
AON PLC SHS CL A(AON)StockG0403H108$22.8K640.0%
Phillips 66 COM(PSX)Stock718546104$23.7K1740.0%
Home Depot Inc COM(HD)Stock437076102$24.3K600.0%
Lennar Corp CL A(LEN)Stock526057104$25.7K2040.0%
Applied Matls Inc COM(AMAT)Stock038222105$25.8K1260.0%
Wells Fargo Co New COM(WFC)Stock949746101$26.8K3200.0%
Wisdomtree Floating Rate Treasury Fund(USFR)ETF97717Y527$26.9K5350.0%
Corteva Inc COM(CTVA)Stock22052L104$29.1K4300.0%
Vanguard S&P 500 ETF(VOO)ETF922908363$29.4K480.0%
Blackstone Inc COM(BX)Stock09260D107$29.6K1730.0%
Cincinnati Finl Corp COM(CINF)Stock172062101$29.6K1870.0%
General Dynamics Corp COM(GD)Stock369550108$29.7K870.0%
Walmart Inc COM(WMT)Stock931142103$29.7K2880.0%
Fiserv Inc COM(FISV)Stock337738108$29.8K2310.0%
Coca Cola Co COM(KO)Stock191216100$30.4K4580.0%
Martin Marietta Matls Inc COM(MLM)Stock573284106$31.5K500.0%
Ameriprise Finl Inc COM(AMP)Stock03076C106$31.9K650.0%
Atmos Energy Corp COM(ATO)Stock049560105$32.6K1910.0%
Schwab Charles Corp COM(SCHW)Stock808513105$34.2K3580.0%
Mitsubishi UFJ Finl Group Inc Sponsored ADS(MUFG)ADR606822104$34.6K2,1730.0%
Netflix Inc COM(NFLX)Stock64110L106$36.0K300.1%
GE Aerospace COM New(GE)Stock369604301$36.1K1200.1%
ELI Lilly & Co COM(LLY)Stock532457108$38.9K510.1%
Eaton Corp PLC SHS(ETN)StockG29183103$39.7K1060.1%
Costco Whsl Corp New COM(COST)Stock22160K105$39.8K430.1%
Procter and Gamble Co COM(PG)Stock742718109$40.1K2610.1%
Ares Management Corporation CL A COM STK(ARES)Stock03990B101$40.3K2520.1%
Vanguard Mega Cap Value ETF(MGV)ETF921910840$40.9K2970.1%
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