Red Mountain Financial, LLC Portfolio Holdings

Red Mountain Financial, LLC

  • $94 Billion
  • Q3 2024

Red Mountain Financial, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $94 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Charles Family Fd with a value of $12.5B, Schwab Strategic Tr Us Dividen with a value of $9.93B, Apple Inc. with a value of $4.93B, Berkshire Hathaway Inc Class B with a value of $4.54B, and J P Morgan Exchange Traded Fd with a value of $4.15B.

Examining the 13F form we can see an increase of $11.1B in the current position value, from $82.9B to 94B.

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 $94 Billion
ETFs: $46.1 Billion
Technology: $11.4 Billion
Financial Services: $4.76 Billion
Basic Materials: $3.17 Billion
Consumer Defensive: $3.07 Billion
Industrials: $2.58 Billion
Healthcare: $2.38 Billion
Communication Services: $1.55 Billion
Other: $2.43 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.18B
$245 Million 0.26% of portfolio
10,500
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $94 Billion
  • Prior Value $82.9 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 09, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 22 stocks
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