The Analysis of Red Mountain Financial, LLC's Holdings
Currently, Red Mountain Financial, LLC holds 76 types of securities in its portfolio with a total value $98.5M. In the most recent quarter, they have increased their positions in SCHD (+263.2K shares, valued at $7.2M), AVGO (+7.6K shares, valued at $2.5M), JIRE (+24.4K shares, valued at $1.8M); decreased their positions in NVDA (-5.0K shares, valued at $924.0K), BRK.B (-705 shares, valued at $354.4K), AAPL (-1.1K shares, valued at $283.7K); initiated new positions in JIRE (+24.4K shares, valued at $1.8M), TFLR (+23.9K shares, valued at $1.2M), VPLS (+12.3K shares, valued at $966.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SCHD SCHWAB STRATEGIC TR377.0K shares231.18%2025-09-302025-10-14
AAPL APPLE INC20.5K shares-5.16%2025-09-302025-10-14 JPIE J P MORGAN EXCHANGE TRADED F110.7K shares37.23%2025-09-302025-10-14 BRK.B BERKSHIRE HATHAWAY INC DEL9.3K shares-7.02%2025-09-302025-10-14 NVDA NVIDIA CORPORATION22.1K shares-18.29%2025-09-302025-10-14 FBND FIDELITY MERRIMACK STR TR88.2K shares9.81%2025-09-302025-10-14 SCHY SCHWAB STRATEGIC TR132.0K shares20.11%2025-09-302025-10-14 JMUB J P MORGAN EXCHANGE TRADED F70.7K shares9.89%2025-09-302025-10-14 VIGI VANGUARD WHITEHALL FDS39.4K shares73.46%2025-09-302025-10-14 IAU ISHARES GOLD TR44.9K shares-3.08%2025-09-302025-10-14 BSV VANGUARD BD INDEX FDS40.2K shares-4.33%2025-09-302025-10-14 AVGO BROADCOM INC8.6K shares718.29%2025-09-302025-10-14 VEU VANGUARD INTL EQUITY INDEX F36.1K shares8.81%2025-09-302025-10-14 GOOGL ALPHABET INC8.8K shares-5.81%2025-09-302025-10-14 JPST J P MORGAN EXCHANGE TRADED F39.2K shares6.10%2025-09-302025-10-14 JMST J P MORGAN EXCHANGE TRADED F37.0K shares80.01%2025-09-302025-10-14 JEPI J P MORGAN EXCHANGE TRADED F31.9K shares10.52%2025-09-302025-10-14 VIG VANGUARD SPECIALIZED FUNDS8.3K shares6.12%2025-09-302025-10-14 JIRE J P MORGAN EXCHANGE TRADED F24.4K sharesnew addition2025-09-302025-10-14 SPTM SPDR SERIES TRUST20.1K shares69.62%2025-09-302025-10-14 COST COSTCO WHSL CORP NEW1.6K shares-2.15%2025-09-302025-10-14 WMT WALMART INC14.2K shares46.85%2025-09-302025-10-14 MSFT MICROSOFT CORP2.7K shares-1.45%2025-09-302025-10-14 TFLR T ROWE PRICE ETF INC23.9K sharesnew addition2025-09-302025-10-14 FNDA SCHWAB STRATEGIC TR35.2K shares109.58%2025-09-302025-10-14 VXF VANGUARD INDEX FDS4.9K shares12.80%2025-09-302025-10-14 LMT LOCKHEED MARTIN CORP2.0K shares11.53%2025-09-302025-10-14 CTVA CORTEVA INC14.8K shares-18.02%2025-09-302025-10-14 DD DUPONT DE NEMOURS INC12.8K shares0.08%2025-09-302025-10-14 VPLS VANGUARD MALVERN FDS12.3K sharesnew addition2025-09-302025-10-14 KTOS KRATOS DEFENSE & SEC SOLUTIO10.3K shares-1.90%2025-09-302025-10-14 RSPH INVESCO EXCHANGE TRADED FD T31.7K shares-18.69%2025-09-302025-10-14 SCHM SCHWAB STRATEGIC TR26.6K shares164.63%2025-09-302025-10-14 VHT VANGUARD WORLD FD3.0K shares40.98%2025-09-302025-10-14 HD HOME DEPOT INC1.6K shares-4.70%2025-09-302025-10-14 UTES ETFIS SER TR I7.6K sharesnew addition2025-09-302025-10-14 FNDF SCHWAB STRATEGIC TR14.0K shares140.24%2025-09-302025-10-14 VGT VANGUARD WORLD FD800 shares33.56%2025-09-302025-10-14 SCHG SCHWAB STRATEGIC TR18.7K sharesnew addition2025-09-302025-10-14 VTI VANGUARD INDEX FDS1.8K shares0.80%2025-09-302025-10-14 UNP UNION PAC CORP2.3K shares1.08%2025-09-302025-10-14 VNQ VANGUARD INDEX FDS4.8K shares-4.90%2025-09-302025-10-14 CAT CATERPILLAR INC905 shares36.91%2025-09-302025-10-14 VST VISTRA CORP2.2K shares-10.39%2025-09-302025-10-14 MCD MCDONALDS CORP1.2K shares0.00%2025-09-302025-10-14 CVX CHEVRON CORP NEW2.4K shares-19.05%2025-09-302025-10-14 XOM EXXON MOBIL CORP3.2K shares-19.83%2025-09-302025-10-14 PG PROCTER AND GAMBLE CO2.3K shares-4.79%2025-09-302025-10-14 FREL FIDELITY COVINGTON TRUST11.4K sharesnew addition2025-09-302025-10-14 MRK MERCK & CO INC3.7K shares-44.37%2025-09-302025-10-14 XLV SELECT SECTOR SPDR TR2.2K sharesnew addition2025-09-302025-10-14 SMMD ISHARES TR4.2K shares-6.47%2025-09-302025-10-14 ORCL ORACLE CORP1.1K sharesnew addition2025-09-302025-10-14 MMM 3M CO1.9K sharesnew addition2025-09-302025-10-14 MOAT VANECK ETF TRUST2.8K shares12.74%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON1.5K shares-27.14%2025-09-302025-10-14 IVV ISHARES TR406 shares5.18%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR406 shares-19.28%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS957 sharesnew addition2025-09-302025-10-14 PFE PFIZER INC10.4K shares-15.43%2025-09-302025-10-14 TM TOYOTA MOTOR CORP1.4K shares0.00%2025-09-302025-10-14 SYK STRYKER CORPORATION698 shares16.33%2025-09-302025-10-14 T AT&T INC9.0K sharesnew addition2025-09-302025-10-14 ALL ALLSTATE CORP1.2K sharesnew addition2025-09-302025-10-14 GS GOLDMAN SACHS GROUP INC310 sharesnew addition2025-09-302025-10-14 IXUS ISHARES TR3.0K sharesnew addition2025-09-302025-10-14 SCHB SCHWAB STRATEGIC TR9.4K sharesnew addition2025-09-302025-10-14 SPSM SPDR SERIES TRUST5.1K shares-2.91%2025-09-302025-10-14 AMGN AMGEN INC837 shares0.36%2025-09-302025-10-14 CMI CUMMINS INC544 sharesnew addition2025-09-302025-10-14 DOW DOW INC9.8K shares-45.33%2025-09-302025-10-14 GOOG ALPHABET INC913 sharesnew addition2025-09-302025-10-14 NOBL PROSHARES TR2.0K shares-40.24%2025-09-302025-10-14 JEPQ J P MORGAN EXCHANGE TRADED F3.6K sharesnew addition2025-09-302025-10-14 DE DEERE & CO444 sharesnew addition2025-09-302025-10-14 PNW PINNACLE WEST CAP CORP2.3K sharesnew addition2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available