James Langer

@Redmont Wealth Advisors Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$57.886M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PGProcter And Gamble Co Com Recent Activity Exited	0%	$45,205 261 shares@ $173.2 avg price	Exited
LLYEli Lilly & Co Com Recent Activity Exited	0%	$45,183 51 shares@ $885.95 avg price	Exited
VOVanguard Mid-cap Etf Recent Activity Exited	0%	$43,796 166 shares@ $263.84 avg price	Exited
MCDMcdonalds Corp Com Recent Activity Exited	0%	$43,545 143 shares@ $304.52 avg price	Exited
IYHIshares U.s. Healthcare Etf Recent Activity Exited	0%	$41,925 645 shares@ $65.0 avg price	Exited
FIFiserv Inc Com Recent Activity Exited	0%	$41,499 231 shares@ $179.65 avg price	Exited
DFAXDimensional World Ex U.s. Core Equity 2 Etf Recent Activity Exited	0%	$38,543 1,427 shares@ $27.01 avg price	Exited
LENLennar Corp Cl A Recent Activity Exited	0%	$38,246 204 shares@ $187.49 avg price	Exited
COSTCostco Whsl Corp New Com Recent Activity Exited	0%	$38,120 43 shares@ $886.52 avg price	Exited
MGVVanguard Mega Cap Value Etf Recent Activity Exited	0%	$38,099 297 shares@ $128.28 avg price	Exited