Red Mountain Financial, LLC Reduced Holdings in Q4 2025

Red Mountain Financial, LLC

  • $102 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
-2.02K
- 19.61%
$71.69 - $105.67 $145K - $213K
8.28K $629M
MSFT
Microsoft Corp

Technology
-293
- 10.77%
$496.82 - $542.07 $146K - $159K
2.43K $1.17B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
-4.47K
- 5.07%
$46.2 - $46.85 $207K - $209K
83.7K $3.85B
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.5K
- 9.71%
$70.2 - $73.89 $246K - $259K
32.6K $2.4B
VST
Vistra Corp.

Utilities
-361
- 16.54%
$171.56 - $210.85 $61.9K - $76.1K
1.82K $294M
COST
Costco Wholesale Corp

Consumer Defensive
-19
- 1.16%
$910.94 - $954.99 $17.3K - $18.1K
1.62K $1.4B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-185
- 1.98%
$475.68 - $513.11 $88K - $94.9K
9.15K $4.6B
LMT
Lockheed Martin Corp

Industrials
-126
- 6.23%
$452.1 - $514.24 $57K - $64.8K
1.9K $917M
NVDA
Nvidia Corp

Technology
-478
- 2.16%
$179.83 - $207.04 $86K - $99K
21.6K $4.04B
AVGO
Broadcom Inc.

Technology
-663
- 7.68%
$324.63 - $385.98 $215K - $256K
7.97K $2.76B
VNQ
Vanguard Specialized Funds Van

ETFs
-708
- 14.65%
$88.13 - $92.69 $62.4K - $65.6K
4.13K $365M
UTES
Virtus Reaves Utilities ETF
-478
- 6.25%
N/A
7.17K $566M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-1.39K
- 1.97%
$50.33 - $50.81 $70K - $70.6K
69.3K $3.5B
CTVA
Corteva, Inc.

Basic Materials
-459
- 3.11%
$61.0 - $66.48 $28K - $30.5K
14.3K $958M
WMT
Walmart Inc.

Consumer Defensive
-1.42K
- 9.97%
$101.18 - $109.03 $143K - $154K
12.8K $1.42B
CVX
Chevron Corp

Energy
-195
- 8.27%
$148.9 - $157.72 $29K - $30.8K
2.16K $330M
VXF
Vanguard Extended Market ETF

ETFs
-151
- 3.1%
$204.22 - $215.05 $30.8K - $32.5K
4.72K $988M
TM
Toyota Motor Corp

Consumer Cyclical
-294
- 21.55%
$185.22 - $211.24 $54.5K - $62.1K
1.07K $229M
FNDF
Schwab Fundamental Intl Large

ETFs
-917
- 6.53%
$42.35 - $45.18 $38.8K - $41.4K
13.1K $593M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-47
- 2.3%
$100.8 - $103.83 $4.74K - $4.88K
2K $208M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.71K
- 0.45%
$26.44 - $27.53 $45.3K - $47.2K
375K $10.3B
RYH
Invesco S&P 500 Equal Weight H

ETFs
-2.3K
- 7.26%
N/A
29.4K $936M
VTI
Vanguard Total Stock Market Et

ETFs
-12
- 0.68%
$321.8 - $337.95 $3.86K - $4.06K
1.76K $588M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-17
- 0.6%
N/A
2.82K $292M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-450
- 1.14%
$88.45 - $91.41 $39.8K - $41.1K
38.9K $3.56B
CAT
Caterpillar Inc

Industrials
-5
- 0.55%
$480.82 - $585.49 $2.4K - $2.93K
900 $515M
AAPL
Apple Inc.

Technology
-95
- 0.46%
$245.27 - $275.25 $23.3K - $26.1K
20.4K $5.54B
IAU
Ishares Gold Trust

ETFs
-511
- 1.14%
$72.65 - $82.5 $37.1K - $42.2K
44.4K $3.6B
GOOGL
Alphabet Inc.

Communication Services
-621
- 7.04%
$236.57 - $291.31 $147K - $181K
8.2K $2.57B
Activity Summary
Buys All Purchases 36 New Holdings 5 Increased Positions 31 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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