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
VVisa Inc Com Cl A Recent Activity Exited	0%	$73,687 268 shares@ $274.96 avg price	Exited
BSXBoston Scientific Corp Com Recent Activity Exited	0%	$73,576 878 shares@ $83.8 avg price	Exited
ACNAccenture Plc Ireland Shs Class A Recent Activity Exited	0%	$69,282 196 shares@ $353.48 avg price	Exited
UNHUnitedhealth Group Inc Com Recent Activity Exited	0%	$67,238 115 shares@ $584.68 avg price	Exited
NLYAnnaly Capital Management Inc Com New Recent Activity Exited	0%	$65,810 3,279 shares@ $20.08 avg price	Exited
MSIMotorola Solutions Inc Com New Recent Activity Exited	0%	$62,049 138 shares@ $449.64 avg price	Exited
HTDHancock John Tax-advantaged Di Com Recent Activity Exited	0%	$60,651 2,612 shares@ $23.23 avg price	Exited
VTCVanguard Total Corporate Bond Etf Recent Activity Exited	0%	$59,079 745 shares@ $79.31 avg price	Exited
MRKMerck & Co Inc Com Recent Activity Exited	0%	$56,780 500 shares@ $113.56 avg price	Exited
ANETArista Networks Inc Com Recent Activity Exited	0%	$55,654 145 shares@ $383.83 avg price	Exited