test

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
PATKPatrick Inds Inc Com
Recent Activity
Increased 51.58%
1.09%
$630,162
7,585 shares@ $83.09 avg price
ALAir Lease Corp Cl A
Recent Activity
Increased 0.04%
1%
$573,313
11,892 shares@ $48.21 avg price
XCEMColumbia Em Core Ex-china Etf
Recent Activity
Increased 0.19%
0.97%
$559,322
18,896 shares@ $29.61 avg price
PBIPitney Bowes Inc Com
Recent Activity
Increased 0.13%
0.92%
$527,412
72,847 shares@ $7.24 avg price
UHALU Haul Holding Company Com
Recent Activity
Increased 0.09%
0.89%
$510,851
7,394 shares@ $69.09 avg price
SPHRSphere Entertainment Co Cl A
Recent Activity
Increased 0.12%
0.83%
$476,582
11,820 shares@ $40.32 avg price
BCOBrinks Co Com
Recent Activity
Increased 0.18%
0.83%
$475,632
5,127 shares@ $92.78 avg price
IWMIshares Russell 2000 Etf
Recent Activity
Increased 0.58%
0.81%
$464,012
2,100 shares@ $220.96 avg price
BATRKAtlanta Braves Hldgs Inc Com Ser C
Recent Activity
Increased 0.04%
0.78%
$445,729
11,650 shares@ $38.26 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 5.08%
0.57%
$325,596
1,720 shares@ $189.3 avg price