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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
Abbvie Inc COM(ABBV)Stock00287Y109$41.1K1780.1%
Monster Beverage Corp New COM(MNST)Stock61174X109$41.7K6200.1%
Invesco S&P Spin-Off ETF(CSD)ETF46137V159$42.2K4530.1%
Mcdonalds Corp COM(MCD)Stock580135101$43.5K1430.1%
Devon Energy Corp New COM(DVN)Stock25179M103$44.7K1,2750.1%
Abbott Labs COM(ABT)Stock002824100$51.5K3850.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$51.8K4590.1%
Linde PLC SHS(LIN)StockG54950103$51.8K1090.1%
Astrazeneca PLC Sponsored ADR(AZN)ADR046353108$53.6K6980.1%
Philip Morris Intl Inc COM(PM)Stock718172109$54.8K3380.1%
Parker-Hannifin Corp COM(PH)Stock701094104$56.1K740.1%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$57.6K1,8340.1%
Vanguard Total Corporate Bond ETF(VTC)ETF92206C573$58.4K7450.1%
Annaly Capital Management Inc COM New(NLY)REIT035710839$59.4K2,9370.1%
Caterpillar Inc COM(CAT)Stock149123101$61.6K1290.1%
Asml Holding N V N Y Registry SHS(ASML)ADRN07059210$62.0K640.1%
Motorola Solutions Inc COM New(MSI)Stock620076307$63.1K1380.1%
Hancock John Tax-Advantaged DI COM(HTD)CEF41013V100$64.8K2,6120.1%
State Street Spdr Portfolio Intermediate Term Corporate Bond ETF(SPIB)ETF78464A375$66.0K1,9480.1%
Vanguard Mid-Cap ETF(VO)ETF922908629$69.0K2350.1%
Altria Group Inc COM(MO)Stock02209S103$76.0K1,1510.1%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$76.1K4300.1%
Sixth Street Specialty Lending COM(TSLX)CEF83012A109$79.2K3,4660.1%
Eaton Vance Tax-Managed Divers COM(XETYX)CEF27828N102$81.7K5,1380.1%
Oracle Corp COM(ORCL)Stock68389X105$84.4K3000.1%
Arista Networks Inc COM SHS(ANET)Stock040413205$84.5K5800.1%
Intuit COM(INTU)Stock461202103$84.7K1240.1%
Boston Scientific Corp COM(BSX)Stock101137107$85.7K8780.1%
Broadcom Inc COM(AVGO)Stock11135F101$89.1K2700.1%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$91.5K3,9560.1%
Visa Inc COM CL A(V)Stock92826C839$91.5K2680.1%
JPMorgan Chase & Co. COM(JPM)Stock46625H100$92.9K2940.1%
Mastercard Incorporated CL A(MA)Stock57636Q104$98.4K1730.1%
Onemain Hldgs Inc COM(OMF)Stock68268W103$115.9K2,0530.2%
Blue OWL Capital Corporation COM(OBDC)CEF69121K104$123.4K9,6640.2%
Energy Select Sector Spdr Fund(XLE)ETF81369Y506$124.7K1,3950.2%
Meta Platforms Inc CL A(META)Stock30303M102$135.3K1840.2%
State Street Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$146.7K1,4970.2%
Dimensional U.S. Small Cap ETF(DFAS)ETF25434V500$153.4K2,2410.2%
Midcap Financial Invstmnt Corp COM New(MFIC)CEF03761U502$156.5K13,0540.2%
Spdr Gold Shares(GLD)ETF78463V107$161.4K4540.2%
Duke Energy Corp New COM New(DUK)Stock26441C204$166.7K1,3470.2%
State Street Spdr Portfolio High Yield Bond ETF(SPHY)ETF78468R606$201.8K8,4290.3%
Ares Capital Corp COM(ARCC)CEF04010L103$230.1K11,2720.3%
Apple Inc COM(AAPL)Stock037833100$232.7K9140.3%
Gladstone LD Corp COM(LAND)REIT376549101$234.9K25,6490.3%
Invesco S&P 500 Equal Weight Consumer Discretionary ETF(RSPD)ETF46137V381$238.9K10,0000.3%
State Street Blackstone High Income ETF(HYBL)ETF78470P846$242.4K8,4620.3%
US Vegan Climate ETF(VEGN)ETF26922A297$254.6K4,2810.4%
Disney Walt Co COM(DIS)Stock254687106$261.5K2,2840.4%
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