REDMONT WEALTH

REDMONT WEALTH ADVISORS LLC Legal Name

Adviser information for REDMONT WEALTH last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Delaware, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 2
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 2
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 134 $185.1M
Non-Discretionary 5 $2.0M
Total 139 $187.1M

Clients

Type Number RAUM
Individuals 0 $0
HNW Individuals 37 $185.1M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 5 $2.0M
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)
Compensation % of AUMFixed fees

Identifiers

SEC RIA File Number 801-119671
SEC ERA File Number 801-119671
SEC CIK Numbers 1910482
SEC CRD Numbers 310981
Legal Entity Identifier None

Principal Office

444 W LAKE ST
SUITE 1900
CHICAGO
IL
United States
Monday - Friday, 9AM - 5PM
Tel: 312-848-1136, Fax: None

Chief Compliance Officer

JAMES LANGER
CHIEF EXECUTIVE OFFICER, CIO
444 W LAKE ST
SUITE 1900
CHICAGO
IL
United States
Tel: 312-848-1136
(Full email address available in API data)

Regulatory Contact

JAMES LANGER
CHIEF EXECUTIVE OFFICER, CIO
444 W LAKE ST
SUITE 1900
CHICAGO
IL
United States
Tel: 312-848-1136
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
LANGER, JAMES, MILTON THOMAS Individual CHIEF INVESTMENT OFFICER 09/2020 50-75%
PRESSLY, HERBERT, SCOTT Individual MEMBER 05/2023 5-10%
STEIN, RYAN, DANIEL Individual CHIEF COMPLIANCE OFFICER 08/2022 < 5%
STEIN, KEVIN, MICHAEL Individual MEMBER 01/2023 10-25%
BRANCOVSKY, WILLIAM, EDWIN Individual MEMBER 05/2023 5-10%

No. Employees, Historic

10502020202120222023202420252 on 9/22/20202 on 9/24/20202 on 12/3/20202 on 12/7/20202 on 1/4/20213 on 3/30/20213 on 10/15/20214 on 3/30/20224 on 8/18/20224 on 9/26/20224 on 1/30/20234 on 3/28/20234 on 6/30/20234 on 3/28/2024

RAUM, Historic

200M100M02020202120222023202420250 on 9/22/20200 on 9/24/20200 on 12/3/20200 on 12/7/20200 on 1/4/2021122688000 on 3/30/2021122688000 on 10/15/2021170253000 on 3/30/2022170253000 on 8/18/2022170253000 on 9/26/2022170253000 on 1/30/2023187680000 on 3/28/2023187680000 on 6/30/2023187087860 on 3/28/2024

No. Clients, Historic

502502020202120222023202420250 on 9/22/20200 on 9/24/20200 on 12/3/20200 on 12/7/20200 on 1/4/202112 on 3/30/202112 on 10/15/202118 on 3/30/202218 on 8/18/202218 on 9/26/202218 on 1/30/202336 on 3/28/202336 on 6/30/202342 on 3/28/2024

Holdings

From latest 13F, filed July 10th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ULTA BEAUTY INC COM Stock 3K 8 0
INVESCO QQQ TRUST SERIES I ETF 1M 2K 0
STARBUCKS CORP COM Stock 12K 157 0
NORTHRIM BANCORP INC COM Stock 658K 11K 0
ONEMAIN HLDGS INC COM Stock 197K 4K 0
ELEVANCE HEALTH INC COM Stock 9K 16 0
EBAY INC. COM Stock 4K 71 0
MONSTER BEVERAGE CORP NEW COM Stock 31K 620 0
VULCAN MATLS CO COM Stock 4K 15 0
JOHNSON & JOHNSON COM Stock 304K 2K 0
VANGUARD TOTAL STOCK MARKET ETF ETF 11K 41 0
WISDOMTREE FLOATING RATE TREASURY FUND ETF 305K 6K 0
ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN Stock 384K 11K 0
BANK OZK LITTLE ROCK ARK COM Stock 560K 14K 0
COSTCO WHSL CORP NEW COM Stock 37K 43 0
HCA HEALTHCARE INC COM Stock 7K 21 0
LAS VEGAS SANDS CORP COM Stock 14K 310 0
SHELL PLC SPON ADS ADR 19K 258 0
OLD DOMINION FREIGHT LINE INC COM Stock 4K 24 0
BOSTON SCIENTIFIC CORP COM Stock 68K 878 0
ATLANTA BRAVES HLDGS INC COM SER C Stock 482K 12K 0
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR ADR 348K 24K 0
PROCTER AND GAMBLE CO COM Stock 43K 261 0
COCA COLA CO COM Stock 29K 458 0
ISHARES U.S. HEALTHCARE ETF ETF 40K 645 0
ISHARES U.S. SMALLCAP EQUITY FACTOR ETF ETF 4K 70 0
GENERAL MLS INC COM Stock 4K 58 0
UNITED PARCEL SERVICE INC CL B Stock 6K 43 0
MARRIOTT INTL INC NEW CL A Stock 6K 23 0
CARNIVAL CORP PAIRED CTF Stock 8K 430 0
INTEL CORP COM Stock 5K 148 0
STATE STR CORP COM Stock 5K 67 0
NETFLIX INC COM Stock 20K 30 0
U HAUL HOLDING COMPANY COM Stock 479K 8K 0
PACCAR INC COM Stock 4K 37 0
HESS CORP COM Stock 3K 17 0
SPDR S&P EMERGING MARKETS SMALL CAP ETF ETF 174 3 0
PROLOGIS INC. COM REIT 7K 63 0
SANOFI SPONSORED ADR ADR 13K 271 0
MERCK & CO INC COM Stock 62K 500 0
SPDR S&P 500 ETF TRUST ETF 3M 6K 0
MCKESSON CORP COM Stock 8K 14 0
MASTERCARD INCORPORATED CL A Stock 76K 173 0
UNITED RENTALS INC COM Stock 6K 10 0
ANNALY CAPITAL MANAGEMENT INC COM NEW REIT 62K 3K 0
NVR INC COM Stock 8K 1 0
ISHARES MSCI JAPAN ETF ETF 429K 6K 0
VERTEX PHARMACEUTICALS INC COM Stock 7K 15 0
CORNING INC COM Stock 7K 170 0
BANK NEW YORK MELLON CORP COM Stock 3K 56 0
VERIZON COMMUNICATIONS INC COM Stock 382K 9K 0
CHUBB LIMITED COM Stock 15K 58 0
FEDEX CORP COM Stock 4K 15 0
PEPSICO INC COM Stock 18K 109 0
KIMBERLY-CLARK CORP COM Stock 7K 50 0
TE CONNECTIVITY LTD SHS Stock 6K 43 0
HONEYWELL INTL INC COM Stock 4K 20 0
TRANE TECHNOLOGIES PLC SHS Stock 7K 20 0
FORD MTR CO DEL COM Stock 484K 39K 0
US BANCORP DEL COM NEW Stock 3K 87 0
BP PLC SPONSORED ADR ADR 9K 245 0
HOME DEPOT INC COM Stock 21K 60 0
AUTOMATIC DATA PROCESSING INC COM Stock 6K 24 0
COLUMBIA EM CORE EX-CHINA ETF ETF 602K 19K 0
DUPONT DE NEMOURS INC COM Stock 6K 75 0
ISHARES RUSSELL 2000 VALUE ETF ETF 762K 5K 0
BHP GROUP LTD SPONSORED ADS ADR 8K 135 0
SOUTHERN CO COM Stock 8K 105 0
INVESCO S&P SPIN-OFF ETF ETF 41K 592 0
VICI PPTYS INC COM REIT 3K 113 0
CENCORA INC COM Stock 6K 25 0
BECTON DICKINSON & CO COM Stock 4K 15 0
MONGODB INC CL A Stock 3K 10 0
SCHWAB U.S. BROAD MARKET ETF ETF 413 7 0
SCHWAB INTERNATIONAL EQUITY ETF ETF 9 0 0
SENSIENT TECHNOLOGIES CORP COM Stock 11K 143 0
VANGUARD TOTAL CORPORATE BOND ETF ETF 56K 745 0
JPMORGAN ULTRA-SHORT INCOME ETF ETF 282K 6K 0
AON PLC SHS CL A Stock 19K 64 0
STERIS PLC SHS USD Stock 8K 36 0
GALLAGHER ARTHUR J & CO COM Stock 4K 15 0
ATMOS ENERGY CORP COM Stock 22K 191 0
BANCO BILBAO VIZCAYA ARGENTARI SPONSORED ADR ADR 6K 612 0
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF ETF 7K 252 0
BERKSHIRE HATHAWAY INC DEL CL B NEW Stock 910K 2K 0
ADOBE INC COM Stock 95K 171 0
VANGUARD SHORT-TERM CORPORATE BOND ETF ETF 3M 38K 0
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF ETF 283K 4K 0
ALPHABET INC CAP STK CL A Stock 298K 2K 0
PROGRESSIVE CORP COM Stock 7K 34 0
FISERV INC COM Stock 34K 231 0
OREILLY AUTOMOTIVE INC COM Stock 14K 13 0
INTUIT COM Stock 81K 124 0
CONSTELLATION BRANDS INC CL A Stock 15K 57 0
UNILEVER PLC SPON ADR NEW ADR 13K 235 0
COMCAST CORP NEW CL A Stock 20K 519 0
MICROSOFT CORP COM Stock 663K 1K 0
LENNAR CORP CL A Stock 31K 204 0
SCHLUMBERGER LTD COM STK Stock 5K 100 0
JEFFERIES FINL GROUP INC COM Stock 952K 19K 0
TEXTRON INC COM Stock 3K 37 0
SIMON PPTY GROUP INC NEW COM REIT 9K 56 0
RPM INTL INC COM Stock 18K 164 0
AMERIPRISE FINL INC COM Stock 28K 65 0
BROWN & BROWN INC COM Stock 11K 123 0
ARES CAPITAL CORP COM CEF 244K 12K 0
ANDERSONS INC COM Stock 627K 13K 0
PATRICK INDS INC COM Stock 607K 6K 0
PROSHARES ULTRA S&P 500 ETF 305K 4K 0
CBOE GLOBAL MKTS INC COM Stock 22K 129 0
BOEING CO COM Stock 4K 20 0
VANGUARD SMALL-CAP ETF ETF 14K 64 0
VANGUARD MID-CAP ETF ETF 16K 67 0
NIKE INC CL B Stock 11K 148 0
MSCI INC COM Stock 5K 10 0
RESIDEO TECHNOLOGIES INC COM Stock 59 3 0
LINDE PLC SHS Stock 48K 109 0
HILTON WORLDWIDE HLDGS INC COM Stock 5K 22 0
FINANCIAL SELECT SECTOR SPDR FUND ETF 414 10 0
APARTMENT INVT & MGMT CO CL A REIT 928 112 0
AMPHENOL CORP NEW CL A Stock 6K 88 0
ROYAL CARIBBEAN GROUP COM Stock 286K 2K 0
WELLTOWER INC COM REIT 5K 46 0
DOW INC COM Stock 2K 45 0
KKR & CO INC COM Stock 5K 44 0
ALCON AG ORD SHS Stock 18K 205 0
UNITED AIRLS HLDGS INC COM Stock 5K 103 0
LYONDELLBASELL INDUSTRIES N V SHS - A - Stock 4K 47 0
VANGUARD S&P 500 ETF ETF 1K 2 0
ASTRAZENECA PLC SPONSORED ADR ADR 54K 698 0
CAPITAL SOUTHWEST CORP COM CEF 2M 71K 0
SUMITOMO MITSUI FINL GROUP INC SPONSORED ADR ADR 7K 540 0
FIFTH THIRD BANCORP COM Stock 308K 8K 0
UBER TECHNOLOGIES INC COM Stock 8K 110 0
CORTEVA INC COM Stock 23K 430 0
CONSOLIDATED EDISON INC COM Stock 3K 39 0
INVESCO S&P 500 EQUAL WEIGHT ETF ETF 8M 47K 0
ISHARES 0-5 YEAR TIPS BOND ETF ETF 7K 66 0
SPDR S&P 600 SMALL CAP VALUE ETF ETF 1K 13 0
ELI LILLY & CO COM Stock 46K 51 0
HASBRO INC COM Stock 59 1 0
US VEGAN CLIMATE ETF ETF 207K 4K 0
AVANTIS U.S. SMALL CAP VALUE ETF ETF 296K 3K 0
ISHARES RUSSELL 2000 ETF ETF 410K 2K 0
DUKE ENERGY CORP NEW COM NEW Stock 117K 1K 0
ISHARES IBONDS DEC 2024 TERM TREASURY ETF ETF 504 21 0
ISHARES IBONDS DEC 2025 TERM TREASURY ETF ETF 11K 463 0
CARRIER GLOBAL CORPORATION COM Stock 8K 128 0
FREEPORT-MCMORAN INC CL B Stock 5K 102 0
CHIPOTLE MEXICAN GRILL INC COM Stock 6K 100 0
SPHERE ENTERTAINMENT CO CL A Stock 453K 13K 0
WOODSIDE ENERGY GROUP LTD SPONSORED ADR ADR 4K 217 0
YANDEX N V SHS CLASS A Stock 0 5 0
SONY GROUP CORP SPONSORED ADR ADR 6K 76 0
ISHARES SELECT DIVIDEND ETF ETF 2M 14K 0
BUTTERFLY NETWORK INC COM CL A Stock 2K 3K 0
GLADSTONE LD CORP COM REIT 519K 38K 0
MARATHON PETE CORP COM Stock 9K 50 0
REGENERON PHARMACEUTICALS COM Stock 7K 7 0
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF ETF 273K 9K 0
ISHARES MSCI EAFE VALUE ETF ETF 3K 55 0
APARTMENT INCOME REIT CORP COM REIT 4K 112 0
SCHWAB US DIVIDEND EQUITY ETF ETF 4K 49 0
VISA INC COM CL A Stock 70K 268 0
DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF ETF 28K 1K 0
CION INVT CORP COM Stock 555K 46K 0
PHILLIPS 66 COM Stock 25K 174 0
AMERICAN TOWER CORP NEW COM REIT 4K 20 0
WISDOMTREE U.S. SMALLCAP DIVIDEND FUND ETF 530 17 0
AVANTIS INTERNATIONAL LARGE CAP VALUE ETF ETF 3M 51K 0
META PLATFORMS INC CL A Stock 77K 152 0
SPDR BLACKSTONE HIGH INCOME ETF ETF 208K 7K 0
CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF ETF 28K 1K 0
DIMENSIONAL US SMALL CAP VALUE ETF ETF 350K 12K 0
ASML HOLDING N V N Y REGISTRY SHS ADR 65K 64 0
BANCO SANTANDER S.A. ADR ADR 5K 1K 0
SERVICENOW INC COM Stock 8K 10 0
BROADCOM INC COM Stock 43K 27 0
WORKDAY INC CL A Stock 6K 25 0
WEX INC COM Stock 4K 20 0
D R HORTON INC COM Stock 5K 35 0
JOHNSON CTLS INTL PLC SHS Stock 5K 75 0
METLIFE INC COM Stock 5K 71 0
MOODYS CORP COM Stock 10K 24 0
MARTIN MARIETTA MATLS INC COM Stock 27K 50 0
HONDA MOTOR LTD ADR ECH CNV IN 3 ADR 6K 174 0
ING GROEP N.V. SPONSORED ADR ADR 5K 299 0
MITSUBISHI UFJ FINL GROUP INC SPONSORED ADS ADR 23K 2K 0
NOVARTIS AG SPONSORED ADR ADR 5K 48 0
TOTALENERGIES SE SPONSORED ADS ADR 6K 90 0
EXPEDITORS INTL WASH INC COM Stock 9K 71 0
SLM CORP COM Stock 714K 34K 0
WHITE MTNS INS GROUP LTD COM Stock 15K 8 0
ACCENTURE PLC IRELAND SHS CLASS A Stock 59K 196 0
OMNICOM GROUP INC COM Stock 2K 20 0
KROGER CO COM Stock 5K 92 0
ENBRIDGE INC COM Stock 2K 63 0
ENTEGRIS INC COM Stock 22K 162 0
NVIDIA CORPORATION COM Stock 298K 2K 0
ARCHER DANIELS MIDLAND CO COM Stock 3K 43 0
CUMMINS INC COM Stock 4K 15 0
EATON VANCE TAX-MANAGED DIVERS COM CEF 91K 6K 0
EOG RES INC COM Stock 5K 39 0
GRAINGER W W INC COM Stock 5K 5 0
WPP PLC NEW ADR ADR 778 17 0
ABBVIE INC COM Stock 17K 101 0
S&P GLOBAL INC COM Stock 4K 10 0
WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND ETF 3K 42 0
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 891K 17K 0
REVERB ETF ETF 546K 19K 0
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF 2K 40 0
COTERRA ENERGY INC COM Stock 16K 605 0
CURTISS WRIGHT CORP COM Stock 739K 3K 0
APOLLO TACTICAL INCOME FD INC COM CEF 202K 14K 0
BLACKSTONE INC COM Stock 21K 173 0
CHURCH & DWIGHT CO INC COM Stock 8K 78 0
STRYKER CORPORATION COM Stock 10K 30 0
QUALCOMM INC COM Stock 17K 85 0
T-MOBILE US INC COM Stock 5K 30 0
SPDR BLACKSTONE SENIOR LOAN ETF ETF 305K 7K 0
GENERAL DYNAMICS CORP COM Stock 25K 87 0
INTUITIVE SURGICAL INC COM NEW Stock 20K 45 0
MCDONALDS CORP COM Stock 36K 143 0
INTERCONTINENTAL EXCHANGE INC COM Stock 26K 187 0
CISCO SYS INC COM Stock 15K 314 0
ADVANCED MICRO DEVICES INC COM Stock 8K 50 0
WISDOMTREE U.S. LARGECAP DIVIDEND FUND ETF 470K 6K 0
WISDOMTREE U.S. MIDCAP DIVIDEND FUND ETF 140 3 0
ENERGY SELECT SECTOR SPDR FUND ETF 25K 274 0
SOLVENTUM CORP COM SHS Stock 317 6 0
GE VERNOVA INC COM Stock 2K 12 0
GE AEROSPACE COM NEW Stock 8K 50 0
ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF ETF 1M 14K 0
MOTOROLA SOLUTIONS INC COM NEW Stock 53K 138 0
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF ETF 4M 42K 0
SKYWORKS SOLUTIONS INC COM Stock 5K 50 0
UBS GROUP AG SHS Stock 14K 475 0
GRUPO FINANCIERO GALICIA S.A. SPONSORED ADR ADR 6K 180 0
ROSS STORES INC COM Stock 4K 25 0
AIR LEASE CORP CL A Stock 599K 13K 0
WELLS FARGO CO NEW COM Stock 19K 320 0
CARMAX INC COM Stock 3K 40 0
MIDDLEFIELD BANC CORP COM NEW Stock 666K 28K 0
ISHARES PREFERRED & INCOME SECURITIES ETF ETF 4M 127K 0
SALESFORCE INC COM Stock 13K 50 0
NORTHROP GRUMMAN CORP COM Stock 5K 12 0
IDEXX LABS INC COM Stock 5K 10 0
REPUBLIC SVCS INC COM Stock 9K 44 0
THERMO FISHER SCIENTIFIC INC COM Stock 13K 23 0
LOCKHEED MARTIN CORP COM Stock 11K 24 0
SUPERIOR GROUP OF CO INC COM Stock 1M 56K 0
JPMORGAN CHASE & CO. COM Stock 46K 228 0
CHEVRON CORP NEW COM Stock 20K 129 0
CONOCOPHILLIPS COM Stock 7K 65 0
MARKEL GROUP INC COM Stock 9K 6 0
CINCINNATI FINL CORP COM Stock 17K 147 0
DANAHER CORPORATION COM Stock 30K 120 0
TJX COS INC NEW COM Stock 10K 88 0
HANCOCK JOHN TAX-ADVANTAGED DI COM CEF 53K 3K 0
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF ETF 531 8 0
WALMART INC COM Stock 20K 288 0
INTERNATIONAL BUSINESS MACHS COM Stock 9K 53 0
ORACLE CORP COM Stock 45K 319 0
RTX CORPORATION COM Stock 5K 54 0
VANGUARD FTSE EMERGING MARKETS ETF ETF 656 15 0
VANGUARD HIGH DIVIDEND YIELD INDEX ETF ETF 396K 3K 0
PFIZER INC COM Stock 2K 86 0
MORGAN STANLEY COM NEW Stock 14K 142 0
3M CO COM Stock 2K 24 0
SPDR S&P INTERNATIONAL SMALL CAP ETF ETF 476 15 0
KLA CORP COM NEW Stock 12K 14 0
NATWEST GROUP PLC SPONS ADR ADR 5K 648 0
GILEAD SCIENCES INC COM Stock 5K 73 0
CATERPILLAR INC COM Stock 43K 129 0
ALPHABET INC CAP STK CL C Stock 11K 60 0
SPDR SSGA ULTRA SHORT TERM BOND ETF ETF 3K 68 0
AMERICAN EXPRESS CO COM Stock 11K 47 0
AMGEN INC COM Stock 22K 72 0
APPLIED MATLS INC COM Stock 30K 126 0
OTIS WORLDWIDE CORP COM Stock 2K 19 0
ANALOG DEVICES INC COM Stock 5K 23 0
HUMANA INC COM Stock 4K 10 0
ARES MANAGEMENT CORPORATION CL A COM STK Stock 15K 111 0
ARISTA NETWORKS INC COM Stock 51K 145 0
EQUINOR ASA SPONSORED ADR ADR 5K 171 0
ENSTAR GROUP LIMITED SHS Stock 603K 2K 0
ALICO INC COM Stock 579K 22K 0
EATON CORP PLC SHS Stock 33K 106 0
ISHARES GLOBAL REIT ETF ETF 419 18 0
FERGUSON PLC NEW SHS Stock 10K 53 0
HUBSPOT INC COM Stock 6K 10 0
WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND ETF 772 15 0
ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR ADR 4K 64 0
TOPGOLF CALLAWAY BRANDS CORP COM Stock 531K 35K 0
ENCORE WIRE CORP COM Stock 894K 3K 0
EZCORP INC CL A NON VTG Stock 699K 67K 0
GARTNER INC COM Stock 3K 7 0
LAM RESEARCH CORP COM Stock 18K 17 0
MILLER INDS INC TENN COM NEW Stock 710K 13K 0
SPDR PORTFOLIO S&P 500 VALUE ETF ETF 7K 135 0
PHILIP MORRIS INTL INC COM Stock 18K 175 0
NUCOR CORP COM Stock 3K 22 0
PARKER-HANNIFIN CORP COM Stock 37K 74 0
RICHARDSON ELECTRS LTD COM Stock 541K 46K 0
VANGUARD MEGA CAP GROWTH ETF ETF 35K 110 0
SPDR BLOOMBERG HIGH YIELD BOND ETF ETF 25K 264 0
BRISTOL-MYERS SQUIBB CO COM Stock 15K 358 0
ISHARES JPX-NIKKEI 400 ETF ETF 15K 202 0
ALTRIA GROUP INC COM Stock 32K 706 0
DOMINION ENERGY INC COM Stock 1K 22 0
CITIGROUP INC COM NEW Stock 7K 115 0
CADENCE DESIGN SYSTEM INC COM Stock 8K 27 0
EXXON MOBIL CORP COM Stock 53K 459 0
UNITEDHEALTH GROUP INC COM Stock 59K 115 0
VANGUARD MEGA CAP VALUE ETF ETF 35K 297 0
TRAVELERS COMPANIES INC COM Stock 3K 15 0
LLOYDS BANKING GROUP PLC SPONSORED ADR ADR 8K 3K 0
LOWES COS INC COM Stock 10K 45 0
ON SEMICONDUCTOR CORP COM Stock 4K 53 0
EQUITY COMWLTH 6.5 CNV PFD D REIT 448K 18K 0
DEERE & CO COM Stock 5K 14 0
AMERICAN INTL GROUP INC COM NEW Stock 6K 75 0
EQUITY LIFESTYLE PPTYS INC COM REIT 11K 164 0
NOVO-NORDISK A S ADR ADR 38K 268 0
SAP SE SPON ADR ADR 11K 57 0
RELX PLC SPONSORED ADR ADR 13K 281 0
SCHWAB CHARLES CORP COM Stock 641K 9K 0
MASTERCRAFT BOAT HLDGS INC COM Stock 477K 25K 0
AUTOZONE INC COM Stock 3K 1 0
BLACKROCK INC COM Stock 25K 32 0
FULL HSE RESORTS INC COM Stock 2K 400 0
APPLE INC COM Stock 490K 2K 0
WEC ENERGY GROUP INC COM Stock 3K 37 0
ABBOTT LABS COM Stock 27K 260 0
DISNEY WALT CO COM Stock 227K 2K 0
INVESCO PREFERRED ETF ETF 21K 2K 0
BOOKING HOLDINGS INC COM Stock 12K 3 0
MARSH & MCLENNAN COS INC COM Stock 7K 33 0
FERRARI N V COM Stock 15K 37 0