Red Mountain Financial, LLC Portfolio Holdings

Red Mountain Financial, LLC

  • $82 Billion
  • Q1 2025

Red Mountain Financial, LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $82 Billion distributed in 63 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $10.2B, Berkshire Hathaway Inc Class B with a value of $5.14B, J P Morgan Exchange Traded Fd with a value of $4.7B, Apple Inc. with a value of $4.52B, and Fidelity Merrimack Str Tr Tota with a value of $4.1B.

Examining the 13F form we can see an decrease of $11B in the current position value, from $93B to 82B.

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 $82 Billion
ETFs: $47.5 Billion
Technology: $9.89 Billion
Financial Services: $5.39 Billion
Consumer Defensive: $3.01 Billion
Basic Materials: $2.68 Billion
Industrials: $2.55 Billion
Communication Services: $1.65 Billion
Healthcare: $1.52 Billion
Other: $2.51 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 63
  • Current Value $82 Billion
  • Prior Value $93 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 16 stocks
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