Red Mountain Financial, LLC has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $82.9 Billion distributed in 62 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 $8.85B, Schwab Charles Family Fd with a value of $8.54B, Apple Inc. with a value of $4.55B, Berkshire Hathaway Inc Class B with a value of $4.08B, and J P Morgan Exchange Traded Fd with a value of $3.67B.
Examining the 13F form we can see an increase of $18.2B in the current position value, from $64.7B to 82.9B.
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.