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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
SCHWSchwab Charles Corp Com
Recent Activity
Exited
0%
$54,959
848 shares@ $64.82 avg price
AZNAstrazeneca Plc Sponsored Adr
Recent Activity
Exited
0%
$54,381
698 shares@ $77.91 avg price
ORCLOracle Corp Com
Recent Activity
Exited
0%
$54,358
319 shares@ $170.41 avg price
XOMExxon Mobil Corp Com
Recent Activity
Exited
0%
$53,804
459 shares@ $117.23 avg price
ASMLAsml Holding N V N Y Registry Shs
Recent Activity
Exited
0%
$53,328
64 shares@ $833.25 avg price
LINLinde Plc Shs
Recent Activity
Exited
0%
$51,978
109 shares@ $476.87 avg price
CATCaterpillar Inc Com
Recent Activity
Exited
0%
$50,454
129 shares@ $391.12 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Exited
0%
$48,076
228 shares@ $210.86 avg price
PHParker-hannifin Corp Com
Recent Activity
Exited
0%
$46,755
74 shares@ $631.83 avg price
AVGOBroadcom Inc Com
Recent Activity
Exited
0%
$46,575
270 shares@ $172.5 avg price