Red Mountain Financial, LLC Incresed Positions in Q3 2024

Red Mountain Financial, LLC

  • $94 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
Schwab Charles Family Fd
3.94M
+ 46.13%
N/A
12.5M $12.5B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
3.57K
+ 3.13%
$77.02 - $85.06 $275K - $303K
117K $9.93B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
4.57K
+ 20.13%
$80.13 - $88.89 $366K - $406K
27.3K $2.41B
JPIE
J P Morgan Exchange Traded Fd
8.69K
+ 10.77%
$45.17 - $46.39 $393K - $403K
89.4K $4.15B
SCHY
Schwab Strategic Tr Intl Divid

ETFs
6.29K
+ 5.72%
$23.66 - $26.53 $149K - $167K
116K $3.04B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.98K
+ 6.2%
$44.65 - $47.21 $222K - $235K
85.3K $3.99B
WMT
Walmart Inc.

Consumer Defensive
2.85K
+ 29.45%
$66.91 - $81.4 $190K - $232K
12.5K $1.01B
LMT
Lockheed Martin Corp

Industrials
92
+ 5.07%
$460.3 - $584.56 $42.3K - $53.8K
1.91K $1.11B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
1.98K
+ 3.08%
$50.15 - $51.27 $99.4K - $102K
66.3K $3.4B
VEU
Vanguard Ftse All World Ex Us

ETFs
191
+ 0.58%
$56.47 - $63.69 $10.8K - $12.2K
33.3K $2.1B
AVGO
Broadcom Inc.

Technology
9.5K
+ 900.09%
$136.27 - $1745.86 $1.29M - $16.6M
10.6K $1.82B
DD
Du Pont De Nemours, Inc.

Basic Materials
2
+ 0.02%
$77.22 - $89.49 $154 - $179
12.8K $1.14B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
898
+ 7.58%
$63.28 - $70.06 $56.8K - $62.9K
12.7K $893M
JEPI
J P Morgan Exchange Traded Fd

ETFs
270
+ 0.93%
$54.98 - $59.51 $14.8K - $16.1K
29.2K $1.74B
CAT
Caterpillar Inc

Industrials
137
+ 20.73%
$316.8 - $391.12 $43.4K - $53.6K
798 $312M
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.01%
$50.72 - $58.78 $50.7 - $58.8
18K $1.06B
FNDA
Schwab Fundamental U S Small C

ETFs
106
+ 0.63%
$54.26 - $60.01 $5.75K - $6.36K
16.9K $1.01B
VST
Vistra Corp.

Utilities
6
+ 0.25%
$69.0 - $119.06 $414 - $714
2.44K $289M
UNP
Union Pacific Corp

Industrials
45
+ 2.02%
$221.78 - $256.09 $9.98K - $11.5K
2.28K $561M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
3
+ 0.03%
$75.47 - $83.18 $226 - $250
10K $834M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
574
+ 1.55%
$50.25 - $50.74 $28.8K - $29.1K
37.5K $1.9B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
10
+ 0.29%
$95.1 - $106.76 $951 - $1.07K
3.43K $366M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
105
+ 4.18%
$85.84 - $85.84 $9.01K - $9.01K
2.62K $254M
DOW
Dow Inc.

Basic Materials
7
+ 0.04%
$50.15 - $55.41 $351 - $388
17.9K $979M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.11%
$255.18 - $283.2 $510 - $566
1.76K $497M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
47
+ 1.06%
$61.71 - $68.15 $2.9K - $3.2K
4.5K $305M
FNDF
Schwab Fundamental Intl Large

ETFs
312
+ 5.34%
$33.67 - $37.71 $10.5K - $11.8K
6.15K $230M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
17
+ 0.32%
$41.02 - $46.01 $697 - $782
5.31K $242M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
285
+ 1.39%
$50.61 - $50.96 $14.4K - $14.5K
20.8K $1.06B
PFE
Pfizer Inc

Healthcare
7
+ 0.06%
$27.7 - $31.39 $194 - $220
12.4K $358M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.26%
$520.18 - $576.82 $520 - $577
387 $223M
CVX
Chevron Corp

Energy
4
+ 0.14%
$137.88 - $161.97 $552 - $648
2.92K $430M
NVO
Novo Nordisk A S

Healthcare
30
+ 1.32%
$119.07 - $145.42 $3.57K - $4.36K
2.3K $274M
Activity Summary
Buys All Purchases 40 New Holdings 6 Increased Positions 34 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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