Red Mountain Financial, LLC Top Holdings and 13F Report (2025) About Red Mountain Financial, LLCInvestment ActivityRed Mountain Financial, LLC has $90.08 million in total holdings as of June 30, 2025.Red Mountain Financial, LLC owns shares of 71 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 7.08% of the portfolio was purchased this quarter.About 1.85% of the portfolio was sold this quarter.This quarter, Red Mountain Financial, LLC has purchased 63 new stocks and bought additional shares in 30 stocks.Red Mountain Financial, LLC sold shares of 20 stocks and completely divested from 0 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $9,995,928JPMorgan Income ETF $5,045,517Berkshire Hathaway $4,789,774Apple $4,201,790Fidelity Total Bond ETF $3,989,873 Largest New Holdings this Quarter 46641Q134 - JPMorgan International Research Enhanced Equity ETF $1,366,781 Holding922020755 - VANGUARD MALVERN FDS $668,705 Holding808524300 - Schwab U.S. Large-Cap Growth ETF $444,694 Holding26923G806 - Virtus Reaves Utilities ETF $414,937 Holding68389X105 - Oracle $229,929 Holding Largest Purchases this Quarter JPMorgan International Research Enhanced Equity ETF 19,313 shares (about $1.37M)VANGUARD MALVERN FDS 8,595 shares (about $668.71K)JPMorgan Ultra-Short Municipal ETF 9,447 shares (about $481.04K)Schwab U.S. Large-Cap Growth ETF 15,224 shares (about $444.69K)Virtus Reaves Utilities ETF 5,489 shares (about $414.94K) Largest Sales this Quarter JPMorgan Municipal ETF 5,790 shares (about $287.42K)Broadcom 881 shares (about $242.84K)DOW 8,152 shares (about $215.87K)Corteva 2,763 shares (about $205.93K)Invesco S&P 500 Equal Weight Health Care ETF 4,466 shares (about $130.32K) 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$9,995,928$346,461 ▲3.6%377,20511.1%ETFJPIEJPMorgan Income ETF$5,045,517$316,228 ▲6.7%108,9275.6%ETFBRK.BBerkshire Hathaway$4,789,774$100,070 ▲2.1%9,8605.3%FinanceAAPLApple$4,201,790$30,775 ▲0.7%20,4804.7%Computer and TechnologyFBNDFidelity Total Bond ETF$3,989,873$114,696 ▼-2.8%87,2104.4%ETFNVDANVIDIA$3,600,6480.0%22,7904.0%Computer and TechnologySCHYSchwab International Dividend Equity ETF$3,582,665$106,282 ▲3.1%130,9934.0%ETFVIGIVanguard International Dividend Appreciation ETF$3,516,237$154,917 ▲4.6%39,0173.9%ETFJMUBJPMorgan Municipal ETF$3,378,869$287,418 ▼-7.8%68,0673.8%ETFBSVVanguard Short-Term Bond ETF$3,102,798$45,960 ▲1.5%39,4263.4%ETFIAUiShares Gold Trust$2,829,523$48,329 ▼-1.7%45,3743.1%FinanceAVGOBroadcom$2,436,670$242,840 ▼-9.1%8,8402.7%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$2,421,452$5,646 ▼-0.2%36,0232.7%ETFJPSTJPMorgan Ultra-Short Income ETF$1,887,574$148,239 ▲8.5%37,2452.1%ETFJMSTJPMorgan Ultra-Short Municipal ETF$1,818,162$481,045 ▲36.0%35,7062.0%ETFJEPIJPMorgan Equity Premium Income ETF$1,807,690$5,912 ▲0.3%31,7982.0%ETFVIGVanguard Dividend Appreciation ETF$1,689,383$102,337 ▲6.4%8,2541.9%ETFCOSTCostco Wholesale$1,615,607$24,749 ▲1.6%1,6321.8%Retail/WholesaleGOOGLAlphabet$1,578,329$4,582 ▼-0.3%8,9561.8%Computer and TechnologySPTMSPDR Portfolio S&P 1500 Composite Stock Market ETF$1,448,496$44,334 ▲3.2%19,3421.6%ETFJIREJPMorgan International Research Enhanced Equity ETF$1,366,781$1,366,781 ▲New Holding19,3131.5%ETFMSFTMicrosoft$1,364,109$497 ▲0.0%2,7421.5%Computer and TechnologyWMTWalmart$1,338,756$119,874 ▲9.8%13,6921.5%Retail/WholesaleCTVACorteva$1,099,721$205,932 ▼-15.8%14,7551.2%Consumer StaplesVHTVanguard Health Care ETF$1,082,391$223,232 ▲26.0%4,3591.2%ETFFNDASchwab Fundamental U.S. Small Company ETF$982,170$2,120 ▲0.2%34,2821.1%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$934,604$130,318 ▼-12.2%32,0291.0%ETFLMTLockheed Martin$933,855$27,793 ▲3.1%2,0161.0%AerospaceDDDuPont de Nemours$874,926$137 ▲0.0%12,7561.0%Basic MaterialsVXFVanguard Extended Market ETF$835,493$22,742 ▲2.8%4,3350.9%ETFTFLRT. Rowe Price Floating Rate ETF$827,070$207,886 ▲33.6%16,0810.9%ETFSCHMSchwab U.S. Mid-Cap ETF$752,212$3,787 ▼-0.5%26,8170.8%ETFVANGUARD MALVERN FDS$668,705$668,705 ▲New Holding8,5950.7%CORE-PLUS BD ETFHDHome Depot$590,1640.0%1,6100.7%Retail/WholesaleVTIVanguard Total Stock Market ETF$538,185$1,216 ▲0.2%1,7710.6%ETFVGTVanguard Information Technology ETF$534,657$110,779 ▼-17.2%8060.6%ETFUNPUnion Pacific$518,437$230 ▲0.0%2,2530.6%TransportationKTOSKratos Defense & Security Solutions$478,4350.0%10,3000.5%AerospaceFNDFSchwab Fundamental International Equity ETF$450,636$43,223 ▲10.6%11,2600.5%ETFSCHGSchwab U.S. Large-Cap Growth ETF$444,694$444,694 ▲New Holding15,2240.5%ETFVSTVistra$443,243$14,342 ▼-3.1%2,2870.5%UtilitiesVNQVanguard Real Estate ETF$429,750$713 ▲0.2%4,8250.5%ETFUTESVirtus Reaves Utilities ETF$414,937$414,937 ▲New Holding5,4890.5%ETFPGProcter & Gamble$369,808$478 ▲0.1%2,3210.4%Consumer StaplesMCDMcDonald's$355,8730.0%1,2180.4%Retail/WholesaleCATCaterpillar$355,683$50,091 ▲16.4%9160.4%IndustrialsCVXChevron$343,599$20,902 ▼-5.7%2,4000.4%EnergyXOMExxon Mobil$343,0280.0%3,1820.4%EnergyMRKMerck & Co., Inc.$293,535$114,390 ▼-28.0%3,7080.3%MedicalMMM3M$288,155$76,567 ▼-21.0%1,8930.3%Multi-Sector ConglomeratesSMMDiShares Russell 2500 ETF$281,530$4,880 ▼-1.7%4,1540.3%ETFIBMInternational Business Machines$281,417$9,724 ▼-3.3%9550.3%Computer and TechnologyMOATVanEck Morningstar Wide Moat ETF$271,1950.0%2,8920.3%ETFTAT&T$264,239$492 ▲0.2%9,1310.3%Computer and TechnologyPFEPfizer$262,345$39,317 ▼-13.0%10,8230.3%MedicalNOBLProShares S&P 500 Aristocrats ETF$262,278$503 ▲0.2%2,6050.3%ETFDOWDOW$259,222$215,873 ▼-45.4%9,7890.3%Basic MaterialsIVViShares Core S&P 500 ETF$251,7310.0%4050.3%ETFSPYSPDR S&P 500 ETF Trust$250,8320.0%4060.3%FinanceALLAllstate$238,1500.0%1,1830.3%FinanceSYKStryker$237,3780.0%6000.3%MedicalJNJJohnson & Johnson$236,063$1,986 ▼-0.8%1,5450.3%MedicalTMToyota Motor$234,9630.0%1,3640.3%Auto/Tires/TrucksAMGNAmgen$233,7930.0%8370.3%MedicalORCLOracle$229,929$229,929 ▲New Holding1,0520.3%Computer and TechnologyDEDeere & Company$229,514$14,249 ▼-5.8%4510.3%IndustrialsIXUSiShares Core MSCI Total International Stock ETF$220,942$220,942 ▲New Holding2,8580.2%ManufacturingGSThe Goldman Sachs Group$219,402$219,402 ▲New Holding3100.2%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$218,462$682 ▲0.3%5,1280.2%ETFSCHBSchwab US Broad Market ETF$201,458$201,458 ▲New Holding8,4540.2%ETFPNWPinnacle West Capital$201,3080.0%2,2500.2%UtilitiesShowing largest 100 holdings. 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