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Redmont Wealth Advisors LLC

Q4 2025 Holdings

Filed 2026-02-06 | 307 holdings | $66.0M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Mitsubishi UFJ Finl Group Inc Sponsored ADS(MUFG)ADR606822104$34.5K2,1730.1%
Devon Energy Corp New COM(DVN)Stock25179M103$35.2K9610.1%
GE Aerospace COM New(GE)Stock369604301$37.0K1200.1%
Costco Wholesale Corporation COM(COST)Stock22160K105$37.1K430.1%
Procter & Gamble Co COM(PG)Stock742718109$37.4K2610.1%
Annaly Capital Management Inc COM New(NLY)REIT035710839$40.3K1,8040.1%
Vanguard Mega Cap Value ETF(MGV)ETF921910840$41.9K2970.1%
Mcdonalds Corp COM(MCD)Stock580135101$43.7K1430.1%
Invesco S&P Spin-Off ETF(CSD)ETF46137V159$45.2K4530.1%
Linde PLC SHS(LIN)StockG54950103$46.5K1090.1%
Monster Beverage Corp New COM(MNST)Stock61174X109$47.5K6200.1%
Abbott Labs COM(ABT)Stock002824100$48.3K3850.1%
Oracle Corp COM(ORCL)Stock68389X105$48.5K2490.1%
Gladstone LD Corp COM(LAND)REIT376549101$50.6K5,5260.1%
Motorola Solutions Inc COM New(MSI)Stock620076307$52.9K1380.1%
Philip Morris Intl Inc COM(PM)Stock718172109$54.2K3380.1%
ELI Lilly & Co COM(LLY)Stock532457108$54.8K510.1%
Exxon Mobil Corp COM(XOM)Stock30231G102$55.2K4590.1%
Columbia EM Core Ex-China ETF(XCEM)ETF19762B202$57.3K1,4950.1%
Vanguard Total Corporate Bond ETF(VTC)ETF92206C573$57.8K7450.1%
Dimensional World EX U.S. Core Equity 2 ETF(DFAX)ETF25434V880$60.0K1,8340.1%
Hancock John Tax-Advantaged DI COM(HTD)CEF41013V100$61.8K2,6120.1%
Midcap Financial Invstmnt Corp COM New(MFIC)CEF03761U502$63.8K5,5740.1%
Astrazeneca PLC ORD(AZN)ADRG0593M107$64.2K6980.1%
Parker-Hannifin Corp COM(PH)Stock701094104$65.0K740.1%
State Street Spdr Portfolio Intermediate Term Corporate Bond ETF(SPIB)ETF78464A375$65.9K1,9480.1%
Altria Group Inc COM(MO)Stock02209S103$66.4K1,1510.1%
Asml Hldg NV N Y Registry SHS(ASML)ADRN07059210$68.5K640.1%
Caterpillar Inc COM(CAT)Stock149123101$73.9K1290.1%
Arista Networks Inc COM SHS(ANET)Stock040413205$76.0K5800.1%
Ishares Russell 2000 Value ETF(IWN)ETF464287630$78.0K4300.1%
Eaton Corp PLC SHS(ETN)StockG29183103$78.7K2470.1%
Eaton Vance Tax-Managed Divers COM(XETYX)CEF27828N102$78.8K5,1380.1%
Vanguard Mid-Cap ETF(VO)ETF922908629$79.8K2750.1%
Bank OZK Little Rock ARK COM(OZK)Stock06417N103$80.4K1,7480.1%
Intuit COM(INTU)Stock461202103$82.1K1240.1%
Boston Scientific Corp COM(BSX)Stock101137107$83.7K8780.1%
JPMorgan Chase & Co COM(JPM)Stock46625H100$89.2K2770.1%
Ishares U.S. Treasury Bond ETF(GOVT)ETF46429B267$91.1K3,9560.1%
Broadcom Inc COM(AVGO)Stock11135F101$93.4K2700.1%
Visa Inc COM CL A(V)Stock92826C839$94.0K2680.1%
Mastercard Incorporated CL A(MA)Stock57636Q104$98.8K1730.1%
Sixth Street Specialty Lending COM(TSLX)CEF83012A109$103.7K4,7760.2%
Ares Capital Corp COM(ARCC)CEF04010L103$104.7K5,1740.2%
Meta Platforms Inc CL A(META)Stock30303M102$118.3K1790.2%
Johnson & Johnson COM(JNJ)Stock478160104$124.6K6020.2%
Onemain Hldgs Inc COM(OMF)Stock68268W103$138.7K2,0530.2%
Verizon Communications Inc COM(VZ)Stock92343V104$139.5K3,4250.2%
State Street Spdr Bloomberg High Yield Bond ETF(JNK)ETF78468R622$145.5K1,4970.2%
Ishares Treasury Floating Rate Bond ETF(TFLO)ETF46434V860$149.0K2,9530.2%
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