Red Mountain Financial, LLC Purchases in Q2 2025

Red Mountain Financial, LLC

  • $69.4 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
REET
Ishares Global Reit ETF

ETFs
13.9K
New
$21.59 - $25.16 $301K - $351K
13.9K $344K
CVS
Cvs Health Corp

Healthcare
4.25K
New
$60.04 - $70.18 $255K - $298K
4.25K $293K
SYY
Sysco Corp

Consumer Defensive
3.1K
New
$68.0 - $75.91 $211K - $235K
3.1K $234K
INTC
Intel Corp

Technology
10.3K
New
$18.13 - $22.69 $186K - $233K
10.3K $229K
NVO
Novo Nordisk A S

Healthcare
2.27K
New
$58.08 - $81.05 $132K - $184K
2.27K $156K
Schwab Charles Family Fd
8.54M
New
N/A
8.54M $0
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
185
+ 3.62%
$35.35 - $42.68 $6.54K - $7.9K
5.3K $225K
SPY
Spdr S&P 500 ETF Trust

ETFs
97
+ 23.89%
$496.48 - $617.85 $48.2K - $59.9K
503 $310K
JNJ
Johnson & Johnson

Healthcare
513
+ 32.93%
$146.36 - $159.82 $75.1K - $82K
2.07K $316K
SMMD
Ishares Tr Russell 2500 ETF

ETFs
223
+ 5.28%
$54.81 - $67.78 $12.2K - $15.1K
4.45K $301K
VST
Vistra Corp.

Utilities
74
+ 3.13%
$98.07 - $195.04 $7.26K - $14.4K
2.44K $471K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
200
+ 1.94%
$27.82 - $46.45 $5.56K - $9.29K
10.5K $487K
XOM
Exxon Mobil Corp

Energy
787
+ 24.73%
$99.93 - $119.04 $78.6K - $93.7K
3.97K $427K
PG
Procter & Gamble CO

Consumer Defensive
123
+ 5.31%
$157.66 - $172.39 $19.4K - $21.2K
2.44K $388K
CVX
Chevron Corp

Energy
367
+ 14.41%
$133.73 - $168.51 $49.1K - $61.8K
2.91K $417K
VNQ
Vanguard Specialized Funds Van

ETFs
266
+ 5.52%
$79.79 - $91.42 $21.2K - $24.3K
5.08K $452K
MRK
Merck & Co., Inc.

Healthcare
1.52K
+ 29.46%
$73.47 - $87.12 $112K - $132K
6.67K $528K
HD
Home Depot, Inc.

Consumer Cyclical
50
+ 3.11%
$335.24 - $380.78 $16.8K - $19K
1.66K $608K
VXF
Vanguard Extended Market ETF

ETFs
104
+ 2.47%
$150.43 - $192.71 $15.6K - $20K
4.32K $832K
MSFT
Microsoft Corp

Technology
20
+ 0.73%
$354.56 - $497.45 $7.09K - $9.95K
2.76K $1.37M
RYH
Invesco S&P 500 Equal Weight H

ETFs
2.46K
+ 6.75%
N/A
39K $0
CTVA
Corteva, Inc.

Basic Materials
481
+ 2.75%
$55.52 - $74.53 $26.7K - $35.8K
18K $1.34M
GOOGL
Alphabet Inc.

Communication Services
387
+ 4.31%
$144.7 - $178.6 $56K - $69.1K
9.37K $1.65M
VIG
Vanguard Dividend Appreciation

ETFs
106
+ 1.37%
N/A
7.86K $1.43M
COST
Costco Wholesale Corp

Consumer Defensive
69
+ 4.29%
$908.13 - $1056.85 $62.7K - $72.9K
1.68K $1.66M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
2.64K
+ 7.68%
$50.36 - $50.68 $133K - $134K
37K $1.87M
NVDA
Nvidia Corp

Technology
4.29K
+ 18.82%
$94.31 - $157.99 $404K - $677K
27.1K $4.28M
IAU
Ishares Gold Trust

ETFs
165
+ 0.36%
$56.1 - $64.74 $9.26K - $10.7K
46.3K $2.89M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
3.15K
+ 8.11%
$77.74 - $78.78 $245K - $248K
42K $3.3M
AAPL
Apple Inc.

Technology
1.27K
+ 6.24%
$172.42 - $223.89 $219K - $284K
21.6K $4.43M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
385
+ 3.99%
$483.48 - $539.8 $186K - $208K
10K $4.88M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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