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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
VYMVanguard High Dividend Yield Index Etf
Recent Activity
Decreased -55.09%
0.74%
$426,278
3,341 shares@ $127.59 avg price
EWJIshares Msci Japan Etf
Recent Activity
0.73%
$421,858
6,287 shares@ $67.11 avg price
ABAlliancebernstein Hldg L P Unit Ltd Partn
Recent Activity
0.73%
$421,825
11,373 shares@ $37.1 avg price
VZVerizon Communications Inc Com
Recent Activity
Decreased -1.03%
0.64%
$366,308
9,160 shares@ $39.99 avg price
FITBFifth Third Bancorp Com
Recent Activity
0.62%
$356,294
8,427 shares@ $42.29 avg price
SSOProshares Ultra S&p 500
Recent Activity
0.6%
$341,824
3,695 shares@ $92.51 avg price
ANDEAndersons Inc Com
Recent Activity
Decreased -29.58%
0.58%
$335,100
8,270 shares@ $40.52 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Increased 5.08%
0.57%
$325,596
1,720 shares@ $189.3 avg price
NVDANvidia Corporation Com
Recent Activity
0.56%
$323,639
2,410 shares@ $134.3 avg price
SRLNSpdr Blackstone Senior Loan Etf
Recent Activity
Increased 1.47%
0.54%
$308,604
7,395 shares@ $41.74 avg price