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