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 |
Principal Office
444 W LAKE STSUITE 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
J******@****************M
(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
J******@****************M
(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
RAUM, Historic
No. Clients, Historic
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 |