Red Mountain Financial, LLC Incresed Positions in Q1 2025

Red Mountain Financial, LLC

  • $82 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
80
+ 0.84%
$442.66 - $534.52 $35.4K - $42.8K
9.65K $5.14B
VHT
Vanguard Health Care ETF

ETFs
1.8K
+ 108.31%
$254.06 - $273.83 $457K - $493K
3.46K $916M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.11K
+ 12.39%
$78.97 - $85.82 $325K - $353K
37.3K $3.09B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
1.54K
+ 1.23%
$22.91 - $25.71 $35.3K - $39.6K
127K $3.23B
JPIE
J P Morgan Exchange Traded Fd
5.99K
+ 6.23%
$45.46 - $46.18 $272K - $276K
102K $4.7B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.05K
+ 0.84%
$27.01 - $28.54 $82.3K - $87K
364K $10.2B
TFLR
T Rowe Price Exchange Traded F
6.22K
+ 106.82%
N/A
12K $614M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.84K
+ 25.75%
$67.03 - $74.61 $257K - $287K
18.8K $1.28B
VEU
Vanguard Ftse All World Ex Us

ETFs
864
+ 2.45%
$56.51 - $62.98 $48.8K - $54.4K
36.1K $2.19B
FNDF
Schwab Fundamental Intl Large

ETFs
3.48K
+ 51.94%
$32.9 - $37.45 $114K - $130K
10.2K $368M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
26
+ 0.03%
$44.41 - $45.98 $1.15K - $1.2K
89.7K $4.1B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
266
+ 0.69%
$76.94 - $78.28 $20.5K - $20.8K
38.8K $3.04B
T
At&T Inc.

Communication Services
18
+ 0.2%
$21.56 - $28.28 $388 - $509
9.11K $258M
RYH
Invesco S&P 500 Equal Weight H

ETFs
659
+ 1.84%
N/A
36.5K $1.09B
PG
Procter & Gamble CO

Consumer Defensive
157
+ 7.27%
$158.56 - $176.26 $24.9K - $27.7K
2.32K $395M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
623
+ 0.85%
$49.69 - $50.76 $31K - $31.6K
73.9K $3.69B
VIG
Vanguard Dividend Appreciation

ETFs
175
+ 2.31%
N/A
7.75K $1.5B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
231
+ 0.89%
$50.72 - $50.92 $11.7K - $11.8K
26.3K $1.34B
VNQ
Vanguard Specialized Funds Van

ETFs
9
+ 0.19%
$85.55 - $94.34 $770 - $849
4.82K $436M
IVV
Ishares Core S&P 500 ETF

ETFs
17
+ 4.38%
$554.06 - $615.85 $9.42K - $10.5K
405 $227M
VGT
Vanguard Information Technolog

ETFs
118
+ 13.8%
$542.38 - $646.34 $64K - $76.3K
973 $528M
PFE
Pfizer Inc

Healthcare
247
+ 2.02%
$25.01 - $27.13 $6.18K - $6.7K
12.4K $315M
DD
Du Pont De Nemours, Inc.

Basic Materials
3
+ 0.02%
$72.7 - $84.32 $218 - $253
12.8K $952M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
13
+ 0.25%
$40.03 - $46.81 $520 - $609
5.11K $208M
CAT
Caterpillar Inc

Industrials
1
+ 0.13%
$326.75 - $407.63 $327 - $408
787 $260M
FNDA
Schwab Fundamental U S Small C

ETFs
234
+ 0.69%
$26.87 - $30.99 $6.29K - $7.25K
34.2K $937M
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.17%
$170.36 - $201.04 $1.19K - $1.41K
4.22K $727M
LMT
Lockheed Martin Corp

Industrials
5
+ 0.26%
$423.19 - $506.29 $2.12K - $2.53K
1.96K $874M
DOW
Dow Inc.

Basic Materials
9
+ 0.05%
$34.36 - $41.92 $309 - $377
17.9K $627M
MSFT
Microsoft Corp

Technology
2
+ 0.07%
$375.39 - $447.2 $751 - $894
2.74K $1.03B
GOOGL
Alphabet Inc.

Communication Services
19
+ 0.21%
$154.33 - $206.19 $2.93K - $3.92K
8.98K $1.39B
AAPL
Apple Inc.

Technology
305
+ 1.52%
$209.68 - $247.1 $64K - $75.4K
20.3K $4.52B
AVGO
Broadcom Inc.

Technology
5
+ 0.05%
$167.43 - $244.7 $837 - $1.22K
9.72K $1.63B
Activity Summary
Buys All Purchases 35 New Holdings 1 Increased Positions 34 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 0
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