Red Mountain Financial, LLC Purchases and Sells in Q3 2024

Red Mountain Financial, LLC

$94 Billion
Q3 2024

Top Buys

Incresed Positions

34 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SCHWAB CHARLES FAMILY FD	3.94M + 46.13%	N/A	12.5M $12.5B
SCHD	3.57K + 3.13%	$77.02 - $85.06 $275K - $303K	117K $9.93B
VIGI	4.57K + 20.13%	$80.13 - $88.89 $366K - $406K	27.3K $2.41B
JPIE	8.69K + 10.77%	$45.17 - $46.39 $393K - $403K	89.4K $4.15B
SCHY	6.29K + 5.72%	$23.66 - $26.53 $149K - $167K	116K $3.04B
FBND	4.98K + 6.2%	$44.65 - $47.21 $222K - $235K	85.3K $3.99B

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
MMM	2.52K New	$99.69 - $139.42 $251K - $351K	2.52K $344M
IBM	1.07K New	$175.1 - $223.38 $187K - $239K	1.07K $236M
ALL	1.18K New	$158.43 - $192.86 $187K - $228K	1.18K $224M
FREL	7.36K New	$25.07 - $29.94 $184K - $220K	7.36K $217M
IXUS	2.82K New	$64.9 - $73.35 $183K - $206K	2.82K $204M
VB	855 New	$214.77 - $237.72 $184K - $203K	855 $203M

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	-1.97K - 7.26%	$98.91 - $134.91 $194K - $265K	25.1K $3.05B
GOOGL	-10 - 0.11%	$148.65 - $191.18 $1.49K - $1.91K	9.36K $1.55B
INTC	-1.15K - 11.18%	$18.9 - $34.87 $21.7K - $40K	9.11K $214M
REET	-4.89K - 35.11%	$23.07 - $27.17 $113K - $133K	9.05K $241M
MSFT	-60 - 2.17%	$395.15 - $467.56 $23.7K - $28.1K	2.7K $1.16B
MRK	-20 - 0.3%	$111.15 - $128.97 $2.22K - $2.58K	6.65K $755M

Activity Summary All Purchases 40 New Holdings 6 Increased Positions 34 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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