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
RSPInvesco S&p 500 Equal Weight Etf Recent Activity Increased 3.17%	13.86%	$8.018M 45,755 shares@ $175.24 avg price	Increased 3.17%
NOBLProshares S&p 500 Dividend Aristocrats Etf Recent Activity Increased 4.87%	7.94%	$4.596M 46,163 shares@ $99.56 avg price	Increased 4.87%
PFFIshares Preferred & Income Securities Etf Recent Activity Increased 2.53%	7.04%	$4.073M 129,554 shares@ $31.45 avg price	Increased 2.53%
SPYSpdr S&p 500 Etf Trust Recent Activity Increased 10.27%	5.93%	$3.43M 5,853 shares@ $586.08 avg price	Increased 10.27%
AVIVAvantis International Large Cap Value Etf Recent Activity Increased 4.58%	4.54%	$2.623M 50,541 shares@ $51.9 avg price	Increased 4.58%
HYGIshares Iboxx High Yield Corporate Bond Etf Recent Activity Increased 0.55%	1.88%	$1.083M 13,769 shares@ $78.66 avg price	Increased 0.55%
AVUVAvantis U.s. Small Cap Value Etf Recent Activity Increased 228.22%	1.81%	$1.046M 10,841 shares@ $96.54 avg price	Increased 228.22%
IEMGIshares Core Msci Emerging Markets Etf Recent Activity Increased 2.17%	1.54%	$888,158 17,008 shares@ $52.23 avg price	Increased 2.17%
CWCurtiss Wright Corp Com Recent Activity Increased 2.99%	1.53%	$880,787 2,482 shares@ $354.87 avg price	Increased 2.99%
MLRMiller Inds Inc Tenn Com New Recent Activity Increased 2.33%	1.4%	$809,941 12,392 shares@ $65.36 avg price	Increased 2.33%