Red Mountain Financial, LLC Reduced Holdings in Q4 2024

Red Mountain Financial, LLC

  • $93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.96K
- 7.12%
$77.02 - $78.58 $228K - $232K
38.6K $2.98B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-280
- 2.84%
$442.29 - $483.08 $124K - $135K
9.57K $4.34B
RYH
Invesco S&P 500 Equal Weight H

ETFs
-2.51K
- 6.55%
N/A
35.8K $1.05B
VHT
Vanguard Health Care ETF

ETFs
-405
- 19.6%
$250.81 - $283.3 $102K - $115K
1.66K $421M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-2.43K
- 6.46%
$50.37 - $50.6 $122K - $123K
35.1K $1.77B
XOM
Exxon Mobil Corp

Energy
-601
- 15.89%
$105.51 - $125.37 $63.4K - $75.3K
3.18K $342M
VIG
Vanguard Dividend Appreciation

ETFs
-305
- 3.87%
N/A
7.58K $1.48B
JNJ
Johnson & Johnson

Healthcare
-273
- 14.91%
$143.34 - $165.86 $39.1K - $45.3K
1.56K $225M
VNQ
Vanguard Specialized Funds Van

ETFs
-208
- 4.15%
$87.85 - $98.6 $18.3K - $20.5K
4.81K $428M
CVX
Chevron Corp

Energy
-281
- 9.63%
$141.15 - $162.53 $39.7K - $45.7K
2.64K $382M
CAT
Caterpillar Inc

Industrials
-12
- 1.5%
$360.37 - $416.88 $4.32K - $5K
786 $285M
IBM
International Business Machines Corp

Technology
-78
- 7.3%
$204.9 - $238.04 $16K - $18.6K
990 $218M
IAU
Ishares Gold Trust

ETFs
-165
- 0.36%
$48.37 - $52.65 $7.98K - $8.69K
46.1K $2.28B
PG
Procter & Gamble CO

Consumer Defensive
-12
- 0.55%
$161.05 - $179.7 $1.93K - $2.16K
2.16K $362M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-215
- 4.05%
$44.33 - $49.55 $9.53K - $10.7K
5.1K $229M
VXF
Vanguard Extended Market ETF

ETFs
-35
- 0.82%
$179.17 - $207.15 $6.27K - $7.25K
4.21K $800M
NVDA
Nvidia Corp

Technology
-2.02K
- 8.03%
$117.0 - $148.88 $236K - $300K
23.1K $3.1B
AAPL
Apple Inc.

Technology
-1.15K
- 5.41%
$221.69 - $259.02 $254K - $297K
20K $5.01B
WMT
Walmart Inc.

Consumer Defensive
-36
- 0.29%
$79.1 - $95.7 $2.85K - $3.45K
12.5K $1.13B
GOOGL
Alphabet Inc.

Communication Services
-396
- 4.23%
$161.86 - $196.66 $64.1K - $77.9K
8.96K $1.7B
AVGO
Broadcom Inc.

Technology
-835
- 7.91%
$159.67 - $250.0 $133K - $209K
9.72K $2.25B
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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