Red Mountain Financial, LLC Top Holdings and 13F Report (2025) About Red Mountain Financial, LLCInvestment ActivityRed Mountain Financial, LLC has $82.05 million in total holdings as of March 31, 2025.Red Mountain Financial, LLC owns shares of 63 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 3.24% of the portfolio was purchased this quarter.About 16.13% of the portfolio was sold this quarter.This quarter, Red Mountain Financial, LLC has purchased 63 new stocks and bought additional shares in 34 stocks.Red Mountain Financial, LLC sold shares of 16 stocks and completely divested from 1 stock this quarter.Largest Holdings Schwab US Dividend Equity ETF $10,181,096Berkshire Hathaway $5,141,617JPMorgan Income ETF $4,703,734Apple $4,515,927Fidelity Total Bond ETF $4,095,579 Largest New Holdings this Quarter 723484101 - Pinnacle West Capital $214,312 Holding Largest Purchases this Quarter Vanguard Health Care ETF 1,799 shares (about $476.23K)Vanguard International Dividend Appreciation ETF 4,112 shares (about $341.04K)T. Rowe Price Floating Rate ETF 6,218 shares (about $317.37K)JPMorgan Income ETF 5,986 shares (about $275.77K)SPDR Portfolio S&P 1500 Composite Stock Market ETF 3,840 shares (about $261.16K) Largest Sales this Quarter Merck & Co., Inc. 1,502 shares (about $134.83K)ProShares S&P 500 Aristocrats ETF 850 shares (about $86.84K)JPMorgan Ultra-Short Income ETF 785 shares (about $39.74K)Costco Wholesale 40 shares (about $37.83K)NVIDIA 306 shares (about $33.16K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRed Mountain Financial, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$10,181,096$85,222 ▲0.8%364,13112.4%ETFBRK.BBerkshire Hathaway$5,141,617$42,607 ▲0.8%9,6546.3%FinanceJPIEJPMorgan Income ETF$4,703,734$275,774 ▲6.2%102,1005.7%ETFAAPLApple$4,515,927$67,750 ▲1.5%20,3305.5%Computer and TechnologyFBNDFidelity Total Bond ETF$4,095,579$1,187 ▲0.0%89,7175.0%ETFJMUBJPMorgan Municipal ETF$3,692,858$31,150 ▲0.9%73,8574.5%ETFSCHYSchwab International Dividend Equity ETF$3,225,976$39,136 ▲1.2%127,1073.9%ETFVIGIVanguard International Dividend Appreciation ETF$3,093,455$341,045 ▲12.4%37,2983.8%ETFBSVVanguard Short-Term Bond ETF$3,040,576$20,823 ▲0.7%38,8423.7%ETFIAUiShares Gold Trust$2,720,9450.0%46,1493.3%FinanceNVDANVIDIA$2,469,997$33,165 ▼-1.3%22,7903.0%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$2,190,253$52,410 ▲2.5%36,1072.7%ETFJEPIJPMorgan Equity Premium Income ETF$1,810,975$119,078 ▲7.0%31,6942.2%ETFJPSTJPMorgan Ultra-Short Income ETF$1,737,599$39,744 ▼-2.2%34,3202.1%ETFAVGOBroadcom$1,627,600$837 ▲0.1%9,7212.0%Computer and TechnologyCOSTCostco Wholesale$1,519,744$37,828 ▼-2.4%1,6071.9%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$1,504,234$33,949 ▲2.3%7,7541.8%ETFGOOGLAlphabet$1,388,969$2,938 ▲0.2%8,9821.7%Computer and TechnologyJMSTJPMorgan Ultra-Short Municipal ETF$1,335,261$11,746 ▲0.9%26,2591.6%ETFSPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,275,183$261,157 ▲25.8%18,7501.6%ETFCTVACorteva$1,102,379$30,394 ▼-2.7%17,5181.3%Consumer StaplesWMTWalmart$1,094,388$1,053 ▼-0.1%12,4661.3%Retail/WholesaleRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,085,732$19,605 ▲1.8%36,4951.3%ETFMSFTMicrosoft$1,028,935$751 ▲0.1%2,7411.3%Computer and TechnologyDDDuPont de Nemours$952,432$224 ▲0.0%12,7541.2%Basic MaterialsFNDASchwab Fundamental U.S. Small Company Index ETF$936,967$6,409 ▲0.7%34,2081.1%ETFVHTVanguard Health Care ETF$915,930$476,231 ▲108.3%3,4601.1%ETFLMTLockheed Martin$873,810$2,234 ▲0.3%1,9561.1%AerospaceVXFVanguard Extended Market ETF$726,501$1,206 ▲0.2%4,2170.9%ETFSCHMSchwab U.S. Mid-Cap ETF$706,143$6,655 ▼-0.9%26,9520.9%ETFDOWDOW$626,501$314 ▲0.1%17,9410.8%Basic MaterialsTFLRT. Rowe Price Floating Rate ETF$614,470$317,366 ▲106.8%12,0390.7%ETFHDHome Depot$589,9230.0%1,6100.7%Retail/WholesaleUNPUnion Pacific$531,939$6,141 ▼-1.1%2,2520.6%TransportationVGTVanguard Information Technology ETF$527,930$64,024 ▲13.8%9730.6%ETFVTIVanguard Total Stock Market ETF$485,574$13,190 ▼-2.6%1,7670.6%ETFMRKMerck & Co., Inc.$462,578$134,833 ▼-22.6%5,1530.6%MedicalVNQVanguard Real Estate ETF$436,139$815 ▲0.2%4,8170.5%ETFCVXChevron$425,989$15,059 ▼-3.4%2,5460.5%EnergyPGProcter & Gamble$395,064$26,758 ▲7.3%2,3180.5%Consumer StaplesMCDMcDonald's$380,4780.0%1,2180.5%Retail/WholesaleXOMExxon Mobil$378,4450.0%3,1820.5%EnergyFNDFSchwab Fundamental International Large Company Index ETF$367,913$125,770 ▲51.9%10,1800.4%ETFMMM3M$351,812$19,529 ▼-5.3%2,3960.4%Multi-Sector ConglomeratesPFEPfizer$315,368$6,259 ▲2.0%12,4450.4%MedicalKTOSKratos Defense & Security Solutions$305,807$5,938 ▼-1.9%10,3000.4%AerospaceVSTVistra$277,276$9,395 ▼-3.3%2,3610.3%UtilitiesNOBLProShares S&P 500 Aristocrats ETF$265,627$86,840 ▼-24.6%2,6000.3%ETFSMMDiShares Russell 2500 ETF$264,313$27,770 ▼-9.5%4,2260.3%ETFAMGNAmgen$260,8730.0%8370.3%MedicalCATCaterpillar$259,567$330 ▲0.1%7870.3%IndustrialsJNJJohnson & Johnson$258,3240.0%1,5580.3%MedicalTAT&T$257,753$509 ▲0.2%9,1140.3%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$254,4530.0%2,8920.3%ETFIBMInternational Business Machines$245,787$498 ▼-0.2%9880.3%Computer and TechnologyALLAllstate$244,9640.0%1,1830.3%FinanceTMToyota Motor$240,7870.0%1,3640.3%Auto/Tires/TrucksIVViShares Core S&P 500 ETF$227,375$9,544 ▲4.4%4050.3%ETFSPYSPDR S&P 500 ETF Trust$227,0990.0%4060.3%FinanceDEDeere & Company$224,8470.0%4790.3%IndustrialsSYKStryker$223,3500.0%6000.3%MedicalPNWPinnacle West Capital$214,312$214,312 ▲New Holding2,2500.3%UtilitiesSPSMSPDR Portfolio S&P 600 Small Cap ETF$208,373$530 ▲0.3%5,1120.3%ETFSCHWAB CHARLES FAMILY FD$0$12,766,056 ▼-100.0%00.0%AMT TAX FREE MNYShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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