Red Mountain Financial, LLC Incresed Positions in Q4 2024

Red Mountain Financial, LLC

  • $93 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Schwab Charles Family Fd
285K
+ 2.29%
N/A
12.8M $12.8B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.95K
+ 10.48%
$50.02 - $51.24 $347K - $356K
73.2K $3.67B
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
5.2K
+ 24.95%
$50.67 - $50.9 $263K - $265K
26K $1.32B
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
5.91K
+ 21.65%
$79.93 - $88.06 $472K - $520K
33.2K $2.65B
JPIE
J P Morgan Exchange Traded Fd
6.74K
+ 7.55%
$45.59 - $46.25 $307K - $312K
96.1K $4.38B
VGT
Vanguard Information Technolog

ETFs
257
+ 42.98%
$571.78 - $647.97 $147K - $167K
855 $531M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.17K
+ 17.01%
$69.3 - $74.3 $150K - $161K
14.9K $1.07B
COST
Costco Wholesale Corp

Consumer Defensive
14
+ 0.86%
$873.59 - $994.69 $12.2K - $13.9K
1.65K $1.51B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
4.41K
+ 5.16%
$44.87 - $46.86 $198K - $206K
89.7K $4.02B
VTI
Vanguard Total Stock Market Et

ETFs
60
+ 3.42%
$280.04 - $302.45 $16.8K - $18.1K
1.82K $526M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
174
+ 3.87%
$66.67 - $74.08 $11.6K - $12.9K
4.67K $318M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.26%
$570.51 - $610.59 $571 - $611
388 $228M
FNDA
Schwab Fundamental U S Small C

ETFs
17.1K
+ 100.82%
$29.26 - $59.11 $499K - $1.01M
34K $1.01B
FNDF
Schwab Fundamental Intl Large

ETFs
546
+ 8.87%
$32.92 - $37.15 $18K - $20.3K
6.7K $223M
MSFT
Microsoft Corp

Technology
38
+ 1.41%
$406.35 - $454.46 $15.4K - $17.3K
2.74K $1.15B
MMM
3 M CO

Industrials
12
+ 0.48%
$124.74 - $137.12 $1.5K - $1.65K
2.53K $326M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
18
+ 0.52%
$99.2 - $108.47 $1.79K - $1.95K
3.45K $343M
HD
Home Depot, Inc.

Consumer Cyclical
5
+ 0.31%
$385.02 - $431.37 $1.93K - $2.16K
1.61K $626M
JEPI
J P Morgan Exchange Traded Fd

ETFs
442
+ 1.52%
$57.53 - $60.83 $25.4K - $26.9K
29.6K $1.7B
CTVA
Corteva, Inc.

Basic Materials
1
+ 0.01%
$55.21 - $64.13 $55.2 - $64.1
18K $1.03B
UNP
Union Pacific Corp

Industrials
2
+ 0.09%
$223.15 - $249.32 $446 - $499
2.28K $519M
AMGN
Amgen Inc

Healthcare
3
+ 0.36%
$258.78 - $328.31 $776 - $985
837 $218M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
244K
+ 207.52%
$26.93 - $84.95 $6.56M - $20.7M
361K $9.86B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.91K
+ 5.72%
$57.29 - $63.1 $109K - $120K
35.2K $2.02B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
17.2K
+ 170.92%
$27.54 - $83.04 $473K - $1.43M
27.2K $754M
MRK
Merck & Co., Inc.

Healthcare
4
+ 0.06%
$96.31 - $114.76 $385 - $459
6.66K $662M
SCHY
Schwab Strategic Tr Intl Divid

ETFs
9.4K
+ 8.1%
$23.01 - $26.06 $216K - $245K
126K $2.9B
DD
Du Pont De Nemours, Inc.

Basic Materials
1
+ 0.01%
$75.95 - $88.05 $76 - $88.1
12.8K $972M
LMT
Lockheed Martin Corp

Industrials
46
+ 2.41%
$479.66 - $614.62 $22.1K - $28.3K
1.95K $948M
DOW
Dow Inc.

Basic Materials
8
+ 0.04%
$39.1 - $55.34 $313 - $443
17.9K $720M
Activity Summary
Buys All Purchases 34 New Holdings 3 Increased Positions 31 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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