RM
| |
Red Mountain Financial, LLC13F | |
| Red Mountain Financial, LLC | |
| Last update 2025-04-28 | 63 Stocks (1 new) |
| Value $82.00 Mil | Turnover 3 % |
Red Mountain Financial, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 364,131 | 10,181.1 | +0.84% | 12.410 | +0.10% | 0.010 | +7.34% | +0.77% | 70,469.5 | ||
BRK.B | Berkshire Hathaway Inc | 9,654 | 5,141.6 | +0.84% | 6.270 | +0.05% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
JPIE | JPMorgan Income ETF | 102,100 | 4,703.7 | +6.23% | 5.730 | +0.34% | 0.140 | +2.25% | +3.91% | 4,195.1 | ||
AAPL | Apple Inc | 20,330 | 4,515.9 | +1.52% | 5.500 | +0.08% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
FBND | Fidelity Total Bond ETF | 89,717 | 4,095.6 | +0.03% | 4.990 | 0% | 0.020 | +1.98% | +3.60% | 19,309.9 | ||
JMUB | JPMorgan Municipal ETF | 73,857 | 3,692.9 | +0.85% | 4.500 | +0.04% | 0.140 | +0.64% | -0.40% | 3,070.6 | ||
SCHY |
Schwab International Dividend Equity ETF
Schwab International Dividend Equity ETF
| 127,107 | 3,226.0 | +1.23% | 3.930 | +0.05% | 0.350 | +7.74% | +19.95% | 1,187.2 | ||
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 37,298 | 3,093.5 | +12.39% | 3.770 | +0.42% | 0.040 | +7.76% | +11.75% | 8,204.1 | ||
BSV | Vanguard Short-Term Bond ETF | 38,842 | 3,040.6 | +0.69% | 3.710 | +0.03% | 0.010 | +1.08% | +3.32% | 38,460.1 | ||
IAU | iShares Gold Trust | 46,149 | 2,720.9 | 0% | 3.320 | 0% | 0.010 | +0.80% | +27.51% | 47,693.5 |
Red Mountain Financial, LLC's Historical Top Holdings Breakdowns
Red Mountain Financial, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VHT | Vanguard Health Care ETF | 2025-03-31 | Add Add | +0.58% | 254.06 ($266.4) 273.83 | $243.33 | -8.66% | Add 108.31% | 3,460 | 1,799 | |
VIGI |
Vanguard International Dividend Appreciation ETF
Vanguard International Dividend Appreciation ETF
| 2025-03-31 | Add Add | +0.42% | 78.97 ($83.11) 85.82 | $88.30 | 6.24% | Add 12.39% | 37,298 | 4,112 | |
TFLR | T. Rowe Price Floating Rate ETF | 2025-03-31 | Add Add | +0.39% | 51.04 ($51.63) 51.98 | $51.79 | 0.31% | Add 106.82% | 12,039 | 6,218 | |
JPIE | JPMorgan Income ETF | 2025-03-31 | Add Add | +0.34% | 45.46 ($45.88) 46.18 | $46.09 | 0.46% | Add 6.23% | 102,100 | 5,986 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2025-03-31 | Add Add | +0.32% | 67.03 ($71.58) 74.61 | $76.08 | 6.29% | Add 25.75% | 18,750 | 3,840 | |
PNW | Pinnacle West Capital Corp | 2025-03-31 | New Buy New Buy | +0.26% | 81.76 ($89.27) 95.25 | $92.51 | 3.63% | New holding | 2,250 | 2,250 | |
MRK | Merck & Co Inc | 2025-03-31 | Reduce Reduce | -0.19% | 83.01 ($93.37) 101.02 | $79.96 | -14.36% | Reduce -22.57% | 5,153 | -1,502 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-03-31 | Add Add | +0.15% | 56.17 ($58.26) 59.71 | $56.97 | -2.21% | Add 7.04% | 31,694 | 2,084 | |
FNDF |
Schwab Fundamental International Equity ETF
Schwab Fundamental International Equity ETF
| 2025-03-31 | Add Add | +0.15% | 32.9 ($35.31) 37.45 | $39.98 | 13.23% | Add 51.94% | 10,180 | 3,480 | |
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 2025-03-31 | Reduce Reduce | -0.11% | 97.38 ($101.55) 104.52 | $102.50 | 0.94% | Reduce -24.64% | 2,600 | -850 |
Red Mountain Financial, LLC Total Holding History ($B)
Red Mountain Financial, LLC's Asset Allocation
Red Mountain Financial, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Red Mountain Financial, LLC's Hypothetical Growth since 2025-03-31
Red Mountain Financial, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Red Mountain Financial, LLC's Holdings Heat Map
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Red Mountain Financial, LLC's Holdings Bubble Chart
Red Mountain Financial, LLC News
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