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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
PBRPetroleo Brasileiro Sa Petrobr Sponsored Adr
Recent Activity
Decreased -1.47%
0.53%
$304,422
23,672 shares@ $12.87 avg price
USFRWisdomtree Floating Rate Treasury Fund
Recent Activity
Decreased -1.15%
0.53%
$301,316
5,988 shares@ $50.32 avg price
IWNIshares Russell 2000 Value Etf
Recent Activity
Decreased -50.7%
0.52%
$298,476
1,818 shares@ $164.18 avg price
JNJJohnson & Johnson Com
Recent Activity
Decreased -1.39%
0.52%
$296,760
2,052 shares@ $144.62 avg price
VCITVanguard Intermediate-term Corporate Bond Etf
Recent Activity
0.5%
$284,397
3,543 shares@ $80.28 avg price
DFAIDimensional International Core Equity Market Etf
Recent Activity
0.47%
$268,874
9,208 shares@ $29.21 avg price
JPSTJpmorgan Ultra-short Income Etf
Recent Activity
Decreased -67.17%
0.46%
$263,888
5,239 shares@ $50.37 avg price
ARCCAres Capital Corp Com
Recent Activity
0.45%
$256,398
11,713 shares@ $21.9 avg price
DISDisney Walt Co Com
Recent Activity
0.44%
$254,323
2,284 shares@ $111.35 avg price
VEGNUs Vegan Climate Etf
Recent Activity
0.4%
$230,140
4,281 shares@ $53.76 avg price