Red Mountain Financial, LLC Reduced Holdings in Q2 2025

Red Mountain Financial, LLC

  • $69.4 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-250K
- 68.73%
$24.32 - $27.87 $6.09M - $6.98M
114K $3.02M
JPIE
J P Morgan Exchange Traded Fd
-21.4K
- 20.98%
$45.12 - $46.32 $967K - $992K
80.7K $3.74M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-9.41K
- 10.49%
$44.68 - $45.96 $420K - $432K
80.3K $3.67M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-9.55K
- 12.93%
$48.46 - $50.2 $463K - $479K
64.3K $3.19M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
-17.2K
- 13.56%
$23.14 - $27.82 $399K - $479K
110K $3.01M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-14.6K
- 39.12%
$75.29 - $91.16 $1.1M - $1.33M
22.7K $2.05M
VEU
Vanguard Ftse All World Ex Us

ETFs
-2.96K
- 8.21%
$54.19 - $67.22 $161K - $199K
33.1K $2.23M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2.8K
- 8.82%
$51.14 - $57.0 $143K - $159K
28.9K $1.64M
AVGO
Broadcom Inc.

Technology
-8.67K
- 89.15%
$146.29 - $275.65 $1.27M - $2.39M
1.06K $290K
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
-5.71K
- 21.76%
$50.52 - $50.92 $289K - $291K
20.5K $1.05M
WMT
Walmart Inc.

Consumer Defensive
-2.8K
- 22.45%
$81.79 - $99.98 $229K - $280K
9.67K $945K
DD
Du Pont De Nemours, Inc.

Basic Materials
-6
- 0.05%
$55.13 - $75.25 $331 - $452
12.7K $874K
FNDA
Schwab Fundamental U S Small C

ETFs
-17.4K
- 50.85%
$23.85 - $28.69 $415K - $499K
16.8K $481K
VHT
Vanguard Health Care ETF

ETFs
-1.35K
- 38.99%
$236.71 - $261.92 $319K - $353K
2.11K $524K
LMT
Lockheed Martin Corp

Industrials
-143
- 7.31%
$430.82 - $486.45 $61.6K - $69.6K
1.81K $839K
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-16.9K
- 62.75%
$22.92 - $28.05 $388K - $474K
10K $281K
DOW
Dow Inc.

Basic Materials
-24
- 0.13%
$25.81 - $34.89 $619 - $837
17.9K $474K
UNP
Union Pacific Corp

Industrials
-21
- 0.93%
$208.27 - $238.46 $4.37K - $5.01K
2.23K $513K
VGT
Vanguard Information Technolog

ETFs
-374
- 38.44%
$470.37 - $663.28 $176K - $248K
599 $397K
VTI
Vanguard Total Stock Market Et

ETFs
-14
- 0.79%
$243.75 - $303.93 $3.41K - $4.26K
1.75K $532K
FNDF
Schwab Fundamental Intl Large

ETFs
-4.34K
- 42.61%
$32.25 - $40.02 $140K - $174K
5.84K $233K
PFE
Pfizer Inc

Healthcare
-90
- 0.72%
$21.59 - $24.84 $1.94K - $2.24K
12.4K $299K
AMGN
Amgen Inc

Healthcare
-3
- 0.36%
$262.28 - $309.85 $787 - $930
834 $232K
CAT
Caterpillar Inc

Industrials
-126
- 16.01%
$273.94 - $388.21 $34.5K - $48.9K
661 $256K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-380
- 13.14%
N/A
2.51K $215K
IVV
Ishares Core S&P 500 ETF

ETFs
-19
- 4.69%
$498.8 - $620.9 $9.48K - $11.8K
386 $239K
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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