RM

Red Mountain Financial, LLC

13F
Red Mountain Financial, LLC
Last update 2025-04-28 63 Stocks (1 new)
Value $82.00 Mil Turnover 3 %
Countries:
Top Holdings: SCHD(12.41%)BRK.B(6.27%)JPIE(5.73%)AAPL(5.50%)FBND(4.99%)
Summary Stock Picks Current Portfolio
Red Mountain Financial, LLC Top Holdings of 2025-03-31 View Full List
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
-7.19%
-3.05%
68,294.6
 
BRK.B 		Berkshire Hathaway Inc
9,654
5,141.6
+0.84%
6.270
+0.05%
0.000
-2.14%
+10.93%
1,085,014.8
Insurance
JPIE 		JPMorgan Income ETF
102,100
4,703.7
+6.23%
5.730
+0.34%
0.140
+1.14%
+2.88%
3,850.6
 
AAPL 		Apple Inc
20,330
4,515.9
+1.52%
5.500
+0.08%
0.000
-16.49%
-19.26%
3,012,556.1
Hardware
FBND 		Fidelity Total Bond ETF
89,717
4,095.6
+0.03%
4.990
0%
0.020
-0.53%
+2.43%
18,338.4
 
JMUB 		JPMorgan Municipal ETF
73,857
3,692.9
+0.85%
4.500
+0.04%
0.140
-1.96%
-0.48%
2,888.0
 
SCHY 		Schwab International Dividend Equity ETF
127,107
3,226.0
+1.23%
3.930
+0.05%
0.350
+13.06%
+19.12%
1,117.5
 
VIGI 		Vanguard International Dividend Appreciation ETF
37,298
3,093.5
+12.39%
3.770
+0.42%
0.040
+9.09%
+14.00%
7,887.8
 
BSV 		Vanguard Short-Term Bond ETF
38,842
3,040.6
+0.69%
3.710
+0.03%
0.010
+1.17%
+2.59%
38,520.3
 
IAU 		iShares Gold Trust
46,149
2,720.9
0%
3.320
0%
0.010
+18.38%
+28.80%
46,934.9
 

Red Mountain Financial, LLC's Historical Top Holdings Breakdowns

Red Mountain Financial, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VHT 		Vanguard Health Care ETF2025-03-31Add
+0.58%
●
254.06 ($266.4) 273.83
$244.28
-8.30%
Add 108.31%
3,460
1,799
VIGI 		Vanguard International Dividend Appreciation ETF2025-03-31Add
+0.42%
●
78.97 ($83.11) 85.82
$90.63
9.05%
Add 12.39%
37,298
4,112
TFLR 		T. Rowe Price Floating Rate ETF2025-03-31Add
+0.39%
●
51.04 ($51.63) 51.98
$51.32
-0.60%
Add 106.82%
12,039
6,218
JPIE 		JPMorgan Income ETF2025-03-31Add
+0.34%
●
45.46 ($45.88) 46.18
$45.84
-0.09%
Add 6.23%
102,100
5,986
SPTM 		SPDR Portfolio S&P 1500 Composite Stock Market ETF2025-03-31Add
+0.32%
●
67.03 ($71.58) 74.61
$71.85
0.38%
Add 25.75%
18,750
3,840
PNW 		Pinnacle West Capital Corp2025-03-31New Buy
+0.26%
●
81.76 ($89.27) 95.25
$90.84
1.76%
New holding
2,250
2,250
MRK 		Merck & Co Inc2025-03-31Reduce
-0.19%
●
83.01 ($93.37) 101.02
$76.25
-18.34%
Reduce -22.57%
5,153
-1,502
JEPI 		JPMorgan Equity Premium Income ETF2025-03-31Add
+0.15%
●
56.17 ($58.26) 59.71
$55.63
-4.51%
Add 7.04%
31,694
2,084
FNDF 		Schwab Fundamental International Equity ETF2025-03-31Add
+0.15%
●
32.9 ($35.31) 37.45
$39.48
11.81%
Add 51.94%
10,180
3,480
NOBL 		ProShares S&P 500 Dividend Aristocrats ETF2025-03-31Reduce
-0.11%
●
97.38 ($101.55) 104.52
$100.22
-1.31%
Reduce -24.64%
2,600
-850

Red Mountain Financial, LLC Total Holding History ($B)

To

Red Mountain Financial, LLC's Asset Allocation

To

Red Mountain Financial, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Red Mountain Financial, LLC's Holdings Bubble Chart

Red Mountain Financial, LLC News

  • 1

Discussions on Red Mountain Financial, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.