Red Mountain Financial, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    fort collins, CO
  • CIK
    0001997650
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

63

$93.01M
SCTXX, SCHD, AAPL, JPIE
13F-HR
Feb 12, 2025
000199765025000001

68

$94.05M
SCTXX, SCHD, AAPL, BRK.B
13F-HR
Oct 9, 2024
000199765024000004

62

$82.94M
SCHD, SCTXX, AAPL, BRK.B
13F-HR
Aug 13, 2024
000199765024000002

62

$64.70M
SCHD, AAPL, BRK.B, BSV
13F-HR
Mar 11, 2024
000199765024000001
Red Mountain Financial, Llc 13F Filings