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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
UHALU Haul Holding Company Com
Recent Activity
Increased 0.09%
0.89%
$510,851
7,394 shares@ $69.09 avg price
CIONCion Invt Corp Com
Recent Activity
0.87%
$502,751
44,101 shares@ $11.4 avg price
DLNWisdomtree U.s. Largecap Dividend Fund
Recent Activity
0.87%
$502,601
6,461 shares@ $77.79 avg price
ALCOAlico Inc Com
Recent Activity
Decreased -4.91%
0.84%
$482,661
18,614 shares@ $25.93 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
MCFTMastercraft Boat Hldgs Inc Com
Recent Activity
0.8%
$460,598
24,153 shares@ $19.08 avg price
MSFTMicrosoft Corp Com
Recent Activity
0.79%
$456,485
1,083 shares@ $421.51 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