James Langer

@Redmont Wealth Advisors Llc

Latest period2024 - Q4

Reported1d ago

Managed Assets$57.886M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
LANDGladstone Ld Corp Com Recent Activity Exited	0%	$483,651 34,795 shares@ $13.91 avg price	Exited
CHRDChord Energy Corporation Com New Recent Activity Exited	0%	$467,395 3,589 shares@ $130.23 avg price	Exited
EQCEquity Comwlth 6.5 Cnv Pfd D Recent Activity Exited	0%	$454,502 18,000 shares@ $25.26 avg price	Exited
OMFOnemain Hldgs Inc Com Recent Activity Exited	0%	$175,242 3,723 shares@ $47.08 avg price	Exited
DUKDuke Energy Corp New Com New Recent Activity Exited	0%	$134,901 1,170 shares@ $115.3 avg price	Exited
XETYXEaton Vance Tax-managed Divers Com Recent Activity Exited	0%	$95,049 6,488 shares@ $14.65 avg price	Exited
ADBEAdobe Inc Com Recent Activity Exited	0%	$88,540 171 shares@ $517.78 avg price	Exited
METAMeta Platforms Inc Cl A Recent Activity Exited	0%	$87,011 152 shares@ $572.45 avg price	Exited
MAMastercard Incorporated Cl A Recent Activity Exited	0%	$85,427 173 shares@ $493.8 avg price	Exited
INTUIntuit Com Recent Activity Exited	0%	$77,004 124 shares@ $621.0 avg price	Exited