Red Mountain Financial, LLC Portfolio Holdings

Red Mountain Financial, LLC

  • $93 Billion
  • Q4 2024

Red Mountain Financial, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $93 Billion distributed in 64 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Charles Family Fd with a value of $12.8B, Schwab Strategic Tr Us Dividen with a value of $9.86B, Apple Inc. with a value of $5.01B, J P Morgan Exchange Traded Fd with a value of $4.38B, and Berkshire Hathaway Inc Class B with a value of $4.34B.

Examining the 13F form we can see an decrease of $1.04B in the current position value, from $94B to 93B.

Red Mountain Financial, LLC is based out at Fort Collins, CO

Below you can find more details about Red Mountain Financial, LLC portfolio as well as his latest detailed transactions.

Portfolio value $93 Billion
ETFs: $45.1 Billion
Technology: $11.7 Billion
Financial Services: $4.57 Billion
Consumer Defensive: $3 Billion
Basic Materials: $2.72 Billion
Industrials: $2.56 Billion
Communication Services: $1.9 Billion
Healthcare: $1.65 Billion
Other: $2.31 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $93 Billion
  • Prior Value $94 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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