REDMONT WEALTH ADVISORS LLC quarter change: USA Stocks, Reduced
In share positions in stocks (listed in the US), from the quarter ended 2025-09-30 to 2025-12-31, REDMONT WEALTH ADVISORS LLC opened 9 positions, added to 12, reduced 37, sold out of 9 and left 150 unchanged. The largest increase in value was MRP (+$903,418); the largest decrease was CSWC (-$1,476,346).
- CSWC: Country of operation United States; Class CEF; Shares 2025-09-30 67,876; Shares 2025-12-31 335.
- OZK: Country of operation United States; Class Stock; Shares 2025-09-30 13,820; Shares 2025-12-31 1,748.
- MCFT: Country of operation United States; Class Stock; Shares 2025-09-30 27,795; Shares 2025-12-31 279.
- NVDA: Country of operation United States; Class Stock; Shares 2025-09-30 2,410; Shares 2025-12-31 0.
Two Form 13F-HR filings compared (SEC CIK 1910482): 2025-09-30 (filed 2025-11-07) and 2025-12-31 (filed 2026-02-06). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
| Stock | Country of operation | Class | Shares 2025-09-30 | Shares 2025-12-31 | Share change | Value 2025-09-30 | Value 2025-12-31 | Value change |
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CSWC
CAPITAL SOUTHWEST CORP COM | United States | CEF | 67,876 | 335 | -67,541 | $1,483,766 | $7,420 | -$1,476,346 |
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OZK
BANK OZK LITTLE ROCK ARK COM | United States | Stock | 13,820 | 1,748 | -12,072 | $704,544 | $80,443 | -$624,101 |
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MCFT
MASTERCRAFT BOAT HLDGS INC COM | United States | Stock | 27,795 | 279 | -27,516 | $596,481 | $5,276 | -$591,205 |
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NVDA
NVIDIA CORPORATION COM | United States | Stock | 2,410 | 0 | -2,410 | $449,659 | $1 | -$449,658 |
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UHAL
U HAUL HOLDING COMPANY COM | United States | Stock | 5,854 | 81 | -5,773 | $334,088 | $4,083 | -$330,005 |
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VZ
VERIZON COMMUNICATIONS INC COM | United States | Stock | 10,005 | 3,425 | -6,580 | $439,720 | $139,500 | -$300,220 |
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AL
AIR LEASE CORP CL A | United States | Stock | 11,886 | 7,242 | -4,644 | $756,544 | $465,154 | -$291,390 |
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JNJ
JOHNSON & JOHNSON COM | United States | Stock | 2,052 | 602 | -1,450 | $380,482 | $124,584 | -$255,898 |
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MSFT
MICROSOFT CORP COM | United States | Stock | 1,083 | 649 | -434 | $560,940 | $313,869 | -$247,071 |
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BCO
BRINKS CO COM | United States | Stock | 4,250 | 2,308 | -1,942 | $496,655 | $269,413 | -$227,242 |
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NRIM
NORTHRIM BANCORP INC COM | United States | Stock | 43,952 | 43,752 | -200 | $952,000 | $1,164,241 | +$212,241 |
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BRKB
BERKSHIRE HATHAWAY INC DEL CL B NEW | | Stock | 2,064 | 1,647 | -417 | $1,037,655 | $827,865 | -$209,790 |
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LAND
GLADSTONE LD CORP COM | United States | REIT | 25,649 | 5,526 | -20,123 | $234,945 | $50,563 | -$184,382 |
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SGC
SUPERIOR GROUP OF CO INC COM | United States | Stock | 58,131 | 48,431 | -9,700 | $623,164 | $468,812 | -$154,352 |
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ARCC
ARES CAPITAL CORP COM | United States | CEF | 11,272 | 5,174 | -6,098 | $230,062 | $104,670 | -$125,392 |
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MBCN
MIDDLEFIELD BANC CORP COM NEW | United States | Stock | 26,466 | 26,376 | -90 | $794,245 | $911,027 | +$116,782 |
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MFIC
MIDCAP FINANCIAL INVSTMNT CORP COM NEW | United States | CEF | 13,054 | 5,574 | -7,480 | $156,517 | $63,767 | -$92,750 |
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ORCL
ORACLE CORP COM | United States | Stock | 300 | 249 | -51 | $84,372 | $48,533 | -$35,839 |
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PATK
PATRICK INDS INC COM | United States | Stock | 8,002 | 7,311 | -691 | $827,647 | $792,732 | -$34,915 |
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ALCO
ALICO INC COM | United States | Stock | 18,682 | 18,598 | -84 | $647,518 | $676,595 | +$29,077 |
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CHRD
CHORD ENERGY CORPORATION COM NEW | United States | Stock | 3,662 | 3,650 | -12 | $363,893 | $338,355 | -$25,538 |
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NLY
ANNALY CAPITAL MANAGEMENT INC COM NEW | United States | REIT | 2,937 | 1,804 | -1,133 | $59,357 | $40,337 | -$19,020 |
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META
META PLATFORMS INC CL A | United States | Stock | 184 | 179 | -5 | $135,267 | $118,299 | -$16,968 |
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EZPW
EZCORP INC CL A NON VTG | United States | Stock | 52,437 | 52,227 | -210 | $998,400 | $1,014,248 | +$15,848 |
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ABBV
ABBVIE INC COM | United States | Stock | 178 | 113 | -65 | $41,144 | $25,874 | -$15,270 |
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CW
CURTISS WRIGHT CORP COM | United States | Stock | 2,219 | 2,207 | -12 | $1,204,784 | $1,216,653 | +$11,869 |
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DVN
DEVON ENERGY CORP NEW COM | United States | Stock | 1,275 | 961 | -314 | $44,702 | $35,201 | -$9,501 |
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TTD
THE TRADE DESK INC COM CL A | United States | Stock | 351 | 286 | -65 | $17,203 | $10,857 | -$6,346 |
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GOOG
ALPHABET INC CAP STK CL C | United States | Stock | 60 | 30 | -30 | $14,613 | $9,414 | -$5,199 |
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CMCSA
COMCAST CORP NEW CL A | United States | Stock | 219 | 104 | -115 | $6,881 | $3,109 | -$3,772 |
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JPM
JPMORGAN CHASE & CO COM | United States | Stock | 294 | 277 | -17 | $92,886 | $89,189 | -$3,697 |
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SPHR
SPHERE ENTERTAINMENT CO CL A | United States | Stock | 173 | 141 | -32 | $10,747 | $13,406 | +$2,659 |
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SCHW
SCHWAB CHARLES CORP COM | United States | Stock | 358 | 317 | -41 | $34,178 | $31,671 | -$2,507 |
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ADI
ANALOG DEVICES INC COM | United States | Stock | 23 | 13 | -10 | $5,651 | $3,526 | -$2,125 |
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COR
CENCORA INC COM | United States | Stock | 25 | 20 | -5 | $7,813 | $6,755 | -$1,058 |
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RELL
RICHARDSON ELECTRS LTD COM | United States | Stock | 590 | 450 | -140 | $5,776 | $4,896 | -$880 |
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ANDE
ANDERSONS INC COM | United States | Stock | 220 | 160 | -60 | $8,758 | $8,507 | -$251 |
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