REDMONT WEALTH ADVISORS LLC

CHICAGO, IL · CIK 1910482 · 13F filing filed 2025-11-17

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$68.2m reported value +32.7% vs Q1 2025

304positions

46.2%in top 10

128 new 82 added 17 reduced 2 sold out vs Q1 2025

Holdings, Q2 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	47,673	$8.7m12.71%	12.71%	Added +2.9k	+2,897 6.5%
2	PROSHARES TR S&P 500 DV ARIST NOBL	NOBL	47,148	$4.7m6.97%	6.97%	Added +189	+189 0.4%
3	ISHARES TR PFD AND INCM SEC PFF	PFF	117,522	$3.6m5.29%	5.29%	Reduced -11.6k	-11,598 -9.0%
4	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,391	$3.3m4.89%	4.89%	Added +849	+849 18.7%
5	VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD VCSH	VCSH	38,183	$3.0m4.45%	4.45%	Unchanged
6	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	67,157	$2.3m3.41%	3.41%	Added +8.6k	+8,642 14.8%
7	ISHARES TR SELECT DIVID ETF DVY	DVY	14,111	$1.9m2.75%	2.75%	Unchanged
8	CAPITAL SOUTHWEST CORP COM CSWC	CSWC	67,865	$1.5m2.19%	2.19%	Added +14.2k	+14,242 26.6%
9	CURTISS WRIGHT CORP COM CW	CW	2,502	$1.2m1.79%	1.79%	Added +351	+351 16.3%
10	ISHARES TR IBOXX HI YD ETF HYG	HYG	15,118	$1.2m1.79%	1.79%	Added +1.3k	+1,349 9.8%
11	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	2,193	$1.2m1.77%	1.77%	Added +1.3k	+1,333 155.0%
12	SLM CORP COM SLM	SLM	34,345	$1.1m1.65%	1.65%	Unchanged
13	AMERICAN CENTY ETF TR INTERNATIONAL LR AVIV	AVIV	17,243	$1.1m1.57%	1.57%	Added +15.4k	+15,395 833.1%
14	NORTHRIM BANCORP INC COM NRIM	NRIM	10,988	$1.0m1.50%	1.50%	Added +3.7k	+3,660 50.0%
15	ISHARES INC CORE MSCI EMKT IEMG	IEMG	17,008	$1.0m1.50%	1.50%	Added +14.0k	+14,015 468.3%
16	AMERICAN CENTY ETF TR US SML CP VALU AVUV	AVUV	11,135	$1.0m1.49%	1.49%	Reduced -679	-679 -5.8%
17	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,051	$996.3k1.46%	1.46%	Added +740	+740 56.5%
18	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	7,437	$991.4k1.45%	1.45%	Added +3.9k	+3,946 113.0%
19	MILLROSE PPTYS INC COM CL A MRP	MRP	31,247	$890.9k1.31%	1.31%	New
20	PITNEY BOWES INC COM PBI	PBI	76,546	$835.1k1.23%	1.23%	Added +19.9k	+19,900 35.1%
21	JEFFERIES FINL GROUP INC COM JEF	JEF	15,241	$833.5k1.22%	1.22%	Added +5.3k	+5,342 54.0%
22	MIDDLEFIELD BANC CORP COM NEW MBCN	MBCN	26,471	$797.0k1.17%	1.17%	Added +8.3k	+8,311 45.8%
23	PATRICK INDS INC COM PATK	PATK	8,002	$738.3k1.08%	1.08%	Added +2.7k	+2,688 50.6%
24	EZCORP INC CL A NON VTG EZPW	EZPW	51,734	$718.1k1.05%	1.05%	Added +20.2k	+20,217 64.2%
25	AIR LEASE CORP CL A AL	AL	11,886	$695.2k1.02%	1.02%	Added +4.7k	+4,749 66.5%
26	VANECK ETF TRUST IG FLOATING RATE FLTR	FLTR	26,298	$670.6k0.98%	0.98%	Added +3.7k	+3,736 16.6%
27	BANK OZK LITTLE ROCK ARK COM OZK	OZK	14,012	$659.4k0.97%	0.97%	Added +4.5k	+4,467 46.8%
28	COLUMBIA ETF TR II EM CORE EX ETF XCEM	XCEM	19,222	$657.0k0.96%	0.96%	Added +326	+326 1.7%
29	MILLER INDS INC TENN COM NEW MLR	MLR	14,712	$654.1k0.96%	0.96%	Added +3.5k	+3,467 30.8%
30	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	12,755	$646.4k0.95%	0.95%	Added +5.2k	+5,168 68.1%
31	ATLANTA BRAVES HLDGS INC COM SER C BATRK	BATRK	13,396	$626.5k0.92%	0.92%	Added +6.2k	+6,158 85.1%
32	ALICO INC COM ALCO	ALCO	18,929	$618.6k0.91%	0.91%	Added +6.1k	+6,059 47.1%
33	FOSTER L B CO COM FSTR	FSTR	27,394	$599.1k0.88%	0.88%	Added +6.6k	+6,579 31.6%
34	SUPERIOR GROUP OF CO INC COM SGC	SGC	58,131	$598.7k0.88%	0.88%	Added +14.0k	+14,043 31.9%
35	ISHARES TR TRS FLT RT BD TFLO	TFLO	11,366	$575.7k0.84%	0.84%	Unchanged
36	ADVISORS SER TR REVERB ETF VOXP	VOXP	17,713	$572.8k0.84%	0.84%	New
37	MICROSOFT CORP COM MSFT	MSFT	1,083	$538.7k0.79%	0.79%	Added +938	+938 646.9%
38	WISDOMTREE TR US LARGECAP DIVD DLN	DLN	6,461	$530.7k0.78%	0.78%	Unchanged
39	MASTERCRAFT BOAT HLDGS INC COM MCFT	MCFT	27,813	$516.8k0.76%	0.76%	Added +11.0k	+10,969 65.1%
40	U HAUL HOLDING COMPANY COM UHAL	UHAL	8,507	$515.2k0.76%	0.76%	Added +3.6k	+3,643 74.9%
41	BRINKS CO COM BCO	BCO	5,700	$509.0k0.75%	0.75%	Added +1.6k	+1,637 40.3%
42	ISHARES INC MSCI JPN ETF NEW EWJ	EWJ	6,287	$471.3k0.69%	0.69%	New
43	NORWEGIAN CRUISE LINE HLDG L SHS NCLH	NCLH	23,220	$470.9k0.69%	0.69%	Added +5.1k	+5,139 28.4%
44	FIRST BUSEY CORP COM NEW BUSE	BUSE	20,300	$464.6k0.68%	0.68%	Added +5.6k	+5,579 37.9%
45	ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN AB	AB	11,373	$464.4k0.68%	0.68%	Unchanged
46	ISHARES TR RUSSELL 2000 ETF IWM	IWM	2,100	$453.2k0.66%	0.66%	Unchanged
47	CHORD ENERGY CORPORATION COM NEW CHRD	CHRD	4,656	$450.9k0.66%	0.66%	Added +1.5k	+1,506 47.8%
48	VERIZON COMMUNICATIONS INC COM VZ	VZ	10,005	$432.9k0.64%	0.64%	Unchanged
49	NVIDIA CORPORATION COM NVDA	NVDA	2,410	$380.8k0.56%	0.56%	New
50	PROSHARES TR PSHS ULT S&P 500 SSO	SSO	3,701	$361.7k0.53%	0.53%	Added +6	+6 0.2%
51	FIFTH THIRD BANCORP COM FITB	FITB	8,427	$346.6k0.51%	0.51%	Unchanged
52	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	7,924	$329.5k0.48%	0.48%	Reduced -812	-812 -9.3%
53	DIMENSIONAL ETF TRUST US SMALL CAP VAL US SMALL CAP VAL		11,108	$326.9k0.48%	0.48%	Added +503	+503 4.7%
54	JOHNSON & JOHNSON COM JNJ	JNJ	2,052	$313.4k0.46%	0.46%	Added +116	+116 6.0%
55	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,720	$303.1k0.44%	0.44%	New
56	DISNEY WALT CO COM DIS	DIS	2,284	$283.2k0.42%	0.42%	Added +2.3k	+2,283 228300.0%
57	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	3,328	$276.0k0.40%	0.40%	Unchanged
58	SSGA ACTIVE TR SPDR BLACKSTONE HYBL	HYBL	8,462	$241.9k0.35%	0.35%	Added +1	+1 0.0%
59	ETF SER SOLUTIONS US VEGAN CLIMATE VEGN	VEGN	4,281	$239.8k0.35%	0.35%	Unchanged
60	ARES CAPITAL CORP COM ARCC	ARCC	10,862	$238.5k0.35%	0.35%	Unchanged
61	INVESCO EXCHANGE TRADED FD T S&P500 EQL DIS RSPD	RSPD	10,000	$228.8k0.34%	0.34%	New
62	GLADSTONE LD CORP COM LAND	LAND	22,490	$228.7k0.34%	0.34%	Added +144	+144 0.6%
63	SPDR SERIES TRUST PORTFLI HIGH YLD SPHY	SPHY	8,918	$212.2k0.31%	0.31%	Added +4.4k	+4,389 96.9%
64	APPLE INC COM AAPL	AAPL	914	$187.5k0.28%	0.28%	New
65	MIDCAP FINANCIAL INVSTMNT CO COM NEW MFIC	MFIC	13,054	$164.7k0.24%	0.24%	Unchanged
66	DUKE ENERGY CORP NEW COM NEW DUK	DUK	1,347	$158.9k0.23%	0.23%	Unchanged
67	ONEMAIN HLDGS INC COM OMF	OMF	2,581	$147.1k0.22%	0.22%	Reduced -890	-890 -25.6%
68	SPDR SER TR BLOOMBERG HIGH Y JNK	JNK	1,497	$145.6k0.21%	0.21%	Unchanged
69	SPDR GOLD TR GOLD SHS GLD	GLD	454	$138.4k0.20%	0.20%	Unchanged
70	SELECT SECTOR SPDR TR ENERGY XLE	XLE	1,395	$118.3k0.17%	0.17%	Reduced -85	-85 -5.7%
71	META PLATFORMS INC CL A META	META	152	$112.2k0.16%	0.16%	Added +132	+132 660.0%
72	DIMENSIONAL ETF TRUST US SMALL CAP ETF DFAS	DFAS	1,589	$101.2k0.15%	0.15%	Added +827	+827 108.5%
73	INTUIT COM INTU	INTU	124	$97.7k0.14%	0.14%	New
74	MASTERCARD INCORPORATED CL A MA	MA	173	$97.2k0.14%	0.14%	Added +145	+145 517.9%
75	BLUE OWL CAPITAL CORPORATION COM OBDC	OBDC	6,682	$95.8k0.14%	0.14%	Unchanged
76	VISA INC COM CL A V	V	268	$95.2k0.14%	0.14%	Added +251	+251 1476.5%
77	BOSTON SCIENTIFIC CORP COM BSX	BSX	878	$94.3k0.14%	0.14%	New
78	SIXTH STREET SPECIALTY LENDI COM TSLX	TSLX	3,607	$85.9k0.13%	0.13%	Reduced -734	-734 -16.9%
79	EATON VANCE TAX-MANAGED DIVE COM XETYX	XETYX	5,138	$79.5k0.12%	0.12%	Unchanged
80	BROADCOM INC COM AVGO	AVGO	270	$74.4k0.11%	0.11%	New
81	ORACLE CORP COM ORCL	ORCL	319	$69.7k0.10%	0.10%	Added +124	+124 63.6%
82	ISHARES TR RUS 2000 VAL ETF IWN	IWN	430	$67.9k0.10%	0.10%	Reduced -73	-73 -14.5%
83	ADOBE INC COM ADBE	ADBE	171	$66.2k0.10%	0.10%	New
84	JPMORGAN CHASE & CO COM JPM	JPM	228	$66.1k0.10%	0.10%	Added +159	+159 230.4%
85	ALTRIA GROUP INC COM MO	MO	1,065	$62.4k0.09%	0.09%	Added +59	+59 5.9%
86	PHILIP MORRIS INTL INC COM PM	PM	338	$61.6k0.09%	0.09%	Added +119	+119 54.3%
87	HANCOCK JOHN TAX-ADVANTAGED COM HTD	HTD	2,612	$61.1k0.09%	0.09%	Unchanged
88	ARISTA NETWORKS INC COM SHS ANET	ANET	580	$59.3k0.09%	0.09%	New
89	ACCENTURE PLC IRELAND SHS CLASS A ACN	ACN	196	$58.6k0.09%	0.09%	New
90	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	138	$58.0k0.09%	0.09%	Added +11	+11 8.7%
91	VANGUARD SCOTTSDALE FDS TOTAL CORP BND VTC	VTC	745	$57.6k0.08%	0.08%	Unchanged
92	ANNALY CAPITAL MANAGEMENT IN COM NEW NLY	NLY	2,937	$55.3k0.08%	0.08%	Unchanged
93	VANGUARD INDEX FDS MID CAP ETF VO	VO	187	$52.3k0.08%	0.08%	Unchanged
94	PARKER-HANNIFIN CORP COM PH	PH	74	$51.7k0.08%	0.08%	New
95	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	64	$51.3k0.08%	0.08%	New
96	LINDE PLC SHS LIN	LIN	109	$51.1k0.08%	0.08%	New
97	CATERPILLAR INC COM CAT	CAT	129	$50.1k0.07%	0.07%	Added +29	+29 29.0%
98	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	1,686	$49.5k0.07%	0.07%	Added +69	+69 4.3%
99	EXXON MOBIL CORP COM XOM	XOM	459	$49.5k0.07%	0.07%	Added +261	+261 131.8%
100	ASTRAZENECA PLC SPONSORED ADR SPONSORED ADR		698	$48.8k0.07%	0.07%	New

Sold out since Q1 2025

Security	Ticker	Shares held before	Value then
CION INVT CORP CION	CION	31,151	$322.4k31.2k shares
BUTTERFLY NETWORK INC BFLY	BFLY	2,649	$6.0k2.6k shares