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James Langer

@Redmont Wealth Advisors Llc

Latest period2024 - Q4ReportedManaged Assets$57.886MTotal holdings63
Assets growth rate-10.43%Assets growth rate (2-Q avg)-4.41%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Redmont Wealth Advisors Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 63 positions.

Assets under management

The assets under management (AUM) of Redmont Wealth Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 57.886M in assets, with a quarterly growth rate of -10.43% and a 2-quarter average growth rate of -4.41%. The portfolio is managed by James Langer, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CSWCCapital Southwest Corp Com
Recent Activity
Decreased -2.5%
2.53%
$1.461M
66,939 shares@ $21.83 avg price
JEFJefferies Finl Group Inc Com
Recent Activity
Decreased -9.19%
1.88%
$1.084M
13,829 shares@ $78.41 avg price
QQQInvesco Qqq Trust Series I
Recent Activity
Decreased -0.85%
1.86%
$1.072M
2,097 shares@ $511.17 avg price
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
Decreased -0.24%
1.59%
$917,892
2,025 shares@ $453.28 avg price
SGCSuperior Group Of Co Inc Com
Recent Activity
Decreased -0.26%
1.54%
$889,479
53,810 shares@ $16.53 avg price
NRIMNorthrim Bancorp Inc Com
Recent Activity
Decreased -0.1%
1.48%
$851,183
10,921 shares@ $77.95 avg price
MBCNMiddlefield Banc Corp Com New
Recent Activity
Decreased -0.99%
1.21%
$697,519
24,867 shares@ $28.05 avg price
EZPWEzcorp Inc Cl A Non Vtg
Recent Activity
Decreased -3.95%
1.14%
$656,886
53,755 shares@ $12.22 avg price
RELLRichardson Electrs Ltd Com
Recent Activity
Decreased -0.06%
1.05%
$607,317
43,287 shares@ $14.04 avg price
DFSVDimensional Us Small Cap Value Etf
Recent Activity
Decreased -1.49%
1.01%
$579,495
18,827 shares@ $30.78 avg price