REDMONT WEALTH ADVISORS LLC
CIK 1910482 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $66.0M
- 持仓
- 307
- 截至
- 2025年12月31日 数据截至 Q4 2025
按 13F 价值排名第 8603（共 9443） · 前 91.1%
投资组合价值同比（季度）：-8.0% 13F不披露现金
- 前十大持仓权重
- 50.82%
- 前二十五大持仓权重
- 71.80%
- 持仓高于 1%
- 25
- 有效持仓数量
- 25.2
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q4 2025: 5.73% 估计买入 $3948284 · 卖出 $9310605
中位数持有期：4.0 季度 跟踪时间 Q4 2024–Q4 2025 · 94.5% 仍持有
- 新仓位
- 11
- 增加
- 27
- 减少
- 53
- 已结清
- 9
本页内容
行业细分
Financial Services
6.3%
Industrials
6.1%
Financials
4.5%
Consumer Discretionary
4.0%
Communication Services
2.4%
Real Estate
1.6%
Technology
1.6%
Consumer Staples
1.3%
Healthcare
0.9%
Energy
0.8%
Utilities
0.3%
Telecommunication
0.2%
Communications
0.2%
Materials
0.2%
Consumer products
0.2%
Retail
0.2%
其他/未映射
69.2%
完整投资组合 307 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| RSP | $8544072 | 12.94% | 44603 | $107257 | 上涨 ×1 | ||
| NOBL | $5073146 | 7.68% | 48747 | $205148 | 上涨 ×4 | ||
| SPY SPY | $3692394 | 5.59% | 5415 | $70626 | 下跌 ×1 | ||
| JPST | $3326900 | 5.04% | 65762 | $1475813 | 上涨 ×4 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $3030856 | 4.59% | 38014 | $-21111 | 下跌 ×1 | ||
| DFAI | $2949028 | 4.47% | 77382 | $458762 | 上涨 ×4 | ||
| PFF iShares Preferred and Income Securities ETF | $2181798 | 3.30% | 70472 | $-1234526 | 下跌 ×4 | ||
| DVY iShares Select Dividend ETF | $1991627 | 3.02% | 14111 | $-13546 | |||
| HYG | $1552168 | 2.35% | 19251 | $333100 | 上涨 ×1 | ||
| CW Curtiss-Wright Corporation Common Stock | $1216653 | 1.84% | 2207 | $11869 | 下跌 ×2 | ||
| AVIV | $1209345 | 1.83% | 16978 | $45816 | 下跌 ×1 | ||
| NRIM Northrim BanCorp Inc - Common Stock | $1164241 | 1.76% | 43752 | $212241 | 下跌 ×1 | ||
| IEMG | $1143278 | 1.73% | 17008 | $22111 | |||
| AVUV | $1135445 | 1.72% | 11134 | $27776 | 上涨 ×1 | ||
| EZPW EZCORP, Inc. - Class A Non-Voting Common Stock | $1014248 | 1.54% | 52227 | $15848 | 下跌 ×1 | ||
| SLM SLM Corporation - Common Stock | $929376 | 1.41% | 34345 | $-21294 | |||
| JEF Jefferies Financial Group Inc. Common Stock | $919139 | 1.39% | 14832 | $-29386 | 上涨 ×1 | ||
| MBCN Middlefield Banc Corp. - Common Stock | $911027 | 1.38% | 26376 | $116782 | 下跌 ×2 | ||
| MRP Millrose Properties, Inc. Class A Common Stock | $903418 | 1.37% | 30245 | $-133182 | 下跌 ×2 | ||
| BRKB | $827865 | 1.25% | 1647 | $-209790 | 下跌 ×1 | ||
| PBI Pitney Bowes Inc. Common Stock | $809377 | 1.23% | 76573 | $-64013 | 上涨 ×1 | ||
| PATK Patrick Industries, Inc. - Common Stock | $792732 | 1.20% | 7311 | $-34915 | 下跌 ×1 | ||
| FSTR L.B. Foster Company - Common Stock | $738969 | 1.12% | 27420 | $701 | 上涨 ×1 | ||
| GT The Goodyear Tire & Rubber Company - Common Stock | $680372 | 1.03% | 77668 | 上涨 ×1 | |||
| ALCO Alico, Inc. - Common Stock | $676595 | 1.02% | 18598 | $29077 | 下跌 ×2 | ||
| RVRB | $627366 | 0.95% | 17713 | $8061 | |||
| NCLH Norwegian Cruise Line Holdings Ltd. Ordinary Shares | $580365 | 0.88% | 26002 | $-44523 | 上涨 ×3 | ||
| BATRK Atlanta Braves Holdings, Inc. - Series C Common Stock | $574313 | 0.87% | 14558 | $10020 | 上涨 ×3 | ||
| DLN | $569085 | 0.86% | 6461 | $6784 | |||
| QQQ Invesco QQQ Trust, Series 1 | $559466 | 0.85% | 911 | $-733107 | 下跌 ×2 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $538360 | 0.82% | 1720 | $120228 | |||
| PSQO | $537374 | 0.81% | 26056 | $-63178 | 下跌 ×1 | ||
| FLTR | $529143 | 0.80% | 20767 | $-313389 | 下跌 ×1 | ||
| EWJ | $507612 | 0.77% | 6287 | $3332 | |||
| VYM | $506482 | 0.77% | 3529 | $9069 | |||
| BUSE First Busey Corporation - Common Stock | $493809 | 0.75% | 20757 | $16896 | 上涨 ×3 | ||
| SRLN | $475161 | 0.72% | 11513 | $136656 | 上涨 ×2 | ||
| SGC Superior Group of Companies, Inc. - Common Stock | $468812 | 0.71% | 48431 | $-154352 | 下跌 ×1 | ||
| IWM | $468446 | 0.71% | 1903 | $8422 | |||
| MLR Miller Industries, Inc. Common Stock | $466602 | 0.71% | 12486 | $-8212 | 上涨 ×1 | ||
| AL | $465154 | 0.70% | 7242 | $-291390 | 下跌 ×1 | ||
| DFSV | $451678 | 0.68% | 13733 | $30912 | 上涨 ×3 | ||
| AB AllianceBernstein Holding L.P. Units | $437633 | 0.66% | 11373 | $2957 | |||
| SSO | $428608 | 0.65% | 7400 | $13615 | 上涨 ×1 | ||
| SPHY | $400804 | 0.61% | 16933 | $199014 | 上涨 ×1 | ||
| CHRD Chord Energy Corporation - Common Stock | $338355 | 0.51% | 3650 | $-25538 | 下跌 ×2 | ||
| MSFT Microsoft Corporation - Common Stock | $313869 | 0.48% | 649 | $-247071 | 下跌 ×1 | ||
| BCO Brinks Company (The) Common Stock | $269413 | 0.41% | 2308 | $-227242 | 下跌 ×2 | ||
| VEGN | $260326 | 0.39% | 4281 | $5769 | |||
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $260044 | 0.39% | 3105 | $-11127 | 下跌 ×2 | ||
| DIS Walt Disney Company (The) Common Stock | $259851 | 0.39% | 2284 | $-1667 | |||
| HYBL | $251696 | 0.38% | 8850 | $9248 | 上涨 ×1 | ||
| AAPL Apple Inc. - Common Stock | $248480 | 0.38% | 914 | $15748 | |||
| RSPD | $188221 | 0.29% | 8980 | $-50679 | 下跌 ×1 | ||
| GLD | $179925 | 0.27% | 454 | $18542 | |||
| DFAS | $162052 | 0.25% | 2326 | $8633 | 上涨 ×3 | ||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $157882 | 0.24% | 1347 | $-8809 | |||
| TFLO | $149008 | 0.23% | 2953 | $-501175 | 下跌 ×1 | ||
| JNK | $145523 | 0.22% | 1497 | $-1168 | |||
| VZ Verizon Communications Inc. Common Stock | $139500 | 0.21% | 3425 | $-300220 | 下跌 ×1 | ||
| OMF OneMain Holdings, Inc. Common Stock | $138680 | 0.21% | 2053 | $22768 | |||
| JNJ Johnson & Johnson Common Stock | $124584 | 0.19% | 602 | $-255898 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $118299 | 0.18% | 179 | $-16968 | 下跌 ×1 | ||
| ARCC Ares Capital Corporation - Closed End Fund | $104670 | 0.16% | 5174 | $-125392 | 下跌 ×1 | ||
| TSLX Sixth Street Specialty Lending, Inc. Common Stock | $103735 | 0.16% | 4776 | $24502 | 上涨 ×1 | ||
| MA Mastercard Incorporated Common Stock | $98762 | 0.15% | 173 | $358 | |||
| V Visa Inc. | $93990 | 0.14% | 268 | $2500 | |||
| AVGO Broadcom Inc. - Common Stock | $93447 | 0.14% | 270 | $4371 | |||
| GOVT | $91087 | 0.14% | 3956 | $-376 | |||
| JPM JP Morgan Chase & Co. Common Stock | $89189 | 0.14% | 277 | $-3697 | 下跌 ×1 | ||
| BSX Boston Scientific Corporation Common Stock | $83717 | 0.13% | 878 | $-2002 | |||
| INTU Intuit Inc. - Common Stock | $82140 | 0.12% | 124 | $-2541 | |||
| OZK Bank OZK - Common Stock | $80443 | 0.12% | 1748 | $-624101 | 下跌 ×2 | ||
| VO | $79811 | 0.12% | 275 | $10782 | 上涨 ×2 | ||
| ETY Eaton Vance Tax-Managed Diversified Equity Income Fund Common Shares of Beneficial Interest, | $78817 | 0.12% | 5138 | $-2877 | |||
| ETN Eaton Corporation, PLC Ordinary Shares | $78672 | 0.12% | 247 | $39001 | 上涨 ×1 | ||
| IWN | $77954 | 0.12% | 430 | $1898 | |||
| ANET Arista Networks, Inc. Common Stock | $75997 | 0.12% | 580 | $-8515 | |||
| CAT Caterpillar, Inc. Common Stock | $73900 | 0.11% | 129 | $12348 | |||
| ASML ASML Holding N.V. - New York Registry Shares | $68471 | 0.10% | 64 | $6513 | |||
| MO Altria Group, Inc. | $66367 | 0.10% | 1151 | $-9668 | |||
| SPIB | $65862 | 0.10% | 1948 | $-156 | |||
| PH Parker-Hannifin Corporation Common Stock | $65043 | 0.10% | 74 | $8940 | |||
| AZN AstraZeneca PLC - American Depositary Shares | $64167 | 0.10% | 698 | 上涨 ×1 | |||
| MFIC MidCap Financial Investment Corporation - Closed End Fund | $63767 | 0.10% | 5574 | $-92750 | 下跌 ×1 | ||
| HTD John Hancock Tax Advantaged Dividend Income Fund Common Shares of Beneficial Interest | $61800 | 0.09% | 2612 | $-2978 | |||
| DFAX | $60027 | 0.09% | 1834 | $2476 | |||
| VTC Vanguard Total Corporate Bond ETF | $57842 | 0.09% | 745 | $-551 | |||
| XCEM | $57348 | 0.09% | 1495 | $-640987 | 下跌 ×1 | ||
| XOM Exxon Mobil Corporation Common Stock | $55236 | 0.08% | 459 | $3484 | |||
| LLY Eli Lilly and Company Common Stock | $54809 | 0.08% | 51 | $15896 | |||
| PM Philip Morris International Inc Common Stock | $54215 | 0.08% | 338 | $-609 | |||
| MSI Motorola Solutions, Inc. Common Stock | $52898 | 0.08% | 138 | $-10208 | |||
| LAND Gladstone Land Corporation - Common Stock | $50563 | 0.08% | 5526 | $-184382 | 下跌 ×1 | ||
| ORCL Oracle Corporation Common Stock | $48533 | 0.07% | 249 | $-35839 | 下跌 ×2 | ||
| ABT Abbott Laboratories Common Stock | $48290 | 0.07% | 385 | $-3259 | |||
| MNST Monster Beverage Corporation - Common Stock | $47535 | 0.07% | 620 | $5803 | |||
| LIN Linde plc - Ordinary Shares | $46477 | 0.07% | 109 | $-5298 | |||
| CSD | $45178 | 0.07% | 453 | $2993 | |||
| MCD McDonald's Corporation Common Stock | $43705 | 0.07% | 143 | $249 | |||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| JPST | 增持 | +29K | +$1.5M |
| PFF | 削减 | -38K | -$1.2M |
| QQQ | 削减 | -1K | -$733K |
| TFLO | 削减 | -10K | -$501K |
| DFAI | 增持 | +9K | +$459K |
| HYG | 增持 | +4K | +$333K |
| FLTR | 削减 | -12K | -$313K |
| VZ | 削减 | -7K | -$300K |
| AL | 削减 | -5K | -$291K |
| JNJ | 削减 | -1K | -$256K |
6 个持仓已隐藏（数据完整性检查）
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| RVRB | 2025年3月31日 | 17713 | $538404 | 不再跟踪 |
| EWJ | 2025年3月31日 | 6287 | $421858 | 不再跟踪 |
| FITB | 2025年12月31日 | 8427 | $375423 | 17.6% |
| GOOGL | 2025年3月31日 | 1720 | $325596 | 121.2% |
| NVDA | 2025年3月31日 | 2410 | $323639 | 100.1% |
| CION | 2025年6月30日 | 31151 | $322413 | -23.4% |
| PBR | 2025年3月31日 | 23672 | $304422 | 33.7% |
| AAPL | 2025年3月31日 | 914 | $228884 | 38.7% |
| OBDC | 2025年12月31日 | 9664 | $123409 | -9.2% |
| ADBE | 2025年9月30日 | 171 | $66156 | -22.6% |
| ARES | 2025年12月31日 | 252 | $40292 | -11.8% |
| UNH | 2025年12月31日 | 58 | $20027 | 17.3% |
| ULXXXX | 2025年12月31日 | 235 | $13931 | 不再跟踪 |
| ACN | 2025年12月31日 | 48 | $11837 | -32.0% |
| BK | 2025年12月31日 | 56 | $6102 | 不再跟踪 |
| BFLY | 2025年6月30日 | 2649 | $6040 | 363.2% |
| BKNG | 2025年12月31日 | 1 | $5399 | -96.1% |
| REGN | 2025年9月30日 | 7 | $3675 | 49.0% |
| FDX | 2025年9月30日 | 15 | $3410 | 39.6% |
| D | 2025年12月31日 | 22 | $1346 | 15.3% |
| WPP | 2025年9月30日 | 17 | $595 | 4.5% |