Red Mountain Financial, LLC Purchases and Sells in Q2 2025

Red Mountain Financial, LLC

$69.4 Million
Q2 2025

Top Buys

Incresed Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPSM	185 + 3.62%	$35.35 - $42.68 $6.54K - $7.9K	5.3K $225K
SPY	97 + 23.89%	$496.48 - $617.85 $48.2K - $59.9K	503 $310K
JNJ	513 + 32.93%	$146.36 - $159.82 $75.1K - $82K	2.07K $316K
SMMD	223 + 5.28%	$54.81 - $67.78 $12.2K - $15.1K	4.45K $301K
NOBL	822 + 31.62%	$90.85 - $102.31 $74.7K - $84.1K	3.42K $344K
VST	74 + 3.13%	$98.07 - $195.04 $7.26K - $14.4K	2.44K $471K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
REET	13.9K New	$21.59 - $25.16 $301K - $351K	13.9K $344K
CVS	4.25K New	$60.04 - $70.18 $255K - $298K	4.25K $293K
SYY	3.1K New	$68.0 - $75.91 $211K - $235K	3.1K $234K
INTC	10.3K New	$18.13 - $22.69 $186K - $233K	10.3K $229K
NVO	2.27K New	$58.08 - $81.05 $132K - $184K	2.27K $156K
SCHWAB CHARLES FAMILY FD	8.54M New	N/A	8.54M $0

Top Sells

Reduced Positions

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHD	-250K - 68.73%	$24.32 - $27.87 $6.09M - $6.98M	114K $3.02M
JPIE	-21.4K - 20.98%	$45.12 - $46.32 $967K - $992K	80.7K $3.74M
FBND	-9.41K - 10.49%	$44.68 - $45.96 $420K - $432K	80.3K $3.67M
JMUB	-9.55K - 12.93%	$48.46 - $50.2 $463K - $479K	64.3K $3.19M
SCHY	-17.2K - 13.56%	$23.14 - $27.82 $399K - $479K	110K $3.01M
VIGI	-14.6K - 39.12%	$75.29 - $91.16 $1.1M - $1.33M	22.7K $2.05M

Activity Summary All Purchases 32 New Holdings 6 Increased Positions 26 All Sells 27 Reductions 27 Sold out 0 Calls 0 Puts 0

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