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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
FSTRFoster L B Co Com
Recent Activity
1.18%
$679,575
25,263 shares@ $26.91 avg price
EZPWEzcorp Inc Cl A Non Vtg
Recent Activity
Decreased -3.95%
1.14%
$656,886
53,755 shares@ $12.22 avg price
PATKPatrick Inds Inc Com
Recent Activity
Increased 51.58%
1.09%
$630,162
7,585 shares@ $83.09 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
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
OZKBank Ozk Little Rock Ark Com
Recent Activity
Decreased -1.13%
0.97%
$556,491
12,497 shares@ $44.53 avg price
RVRBReverb Etf
Recent Activity
0.94%
$538,404
17,713 shares@ $30.4 avg price
PBIPitney Bowes Inc Com
Recent Activity
Increased 0.13%
0.92%
$527,412
72,847 shares@ $7.24 avg price