Red Mountain Financial, LLC - Portfolio Stock Holdings
Report Period:
Dec. 31, 2023No. of Stocks:
62Est Stock Holding Value:
$64,369,478Top Stock Holdings By Sector
Portfolio Stock Holdings - Red Mountain Financial, LLC
|
Stock
|
Holdings (Shares)
|
Holdings (USD)
|
% of Portfolio
|
Change (Shares)
|
Change (USD)
|
% Change
|
|---|---|---|---|---|---|---|
| SCHD | 109,161 | $8,310,427 | 12.91% | - | - | - |
| AAPL | 21,729 | $4,183,484 | 6.50% | - | - | - |
| BRK.B | 9,607 | $3,426,433 | 5.32% | - | - | - |
| BSV | 42,455 | $3,269,884 | 5.08% | - | - | - |
| JPIE | 68,833 | $3,139,473 | 4.88% | - | - | - |
| FBND | 54,110 | $2,491,224 | 3.87% | - | - | - |
| SCHY | 98,056 | $2,411,197 | 3.75% | - | - | - |
| JMUB | 37,552 | $1,913,650 | 2.97% | - | - | - |
| IAU | 48,723 | $1,901,659 | 2.95% | - | - | - |
| VEU | 32,958 | $1,850,262 | 2.87% | - | - | - |
| NVDA | 3,125 | $1,547,563 | 2.40% | - | - | - |
| VIGI | 19,404 | $1,539,513 | 2.39% | - | - | - |
| JPST | 28,876 | $1,450,441 | 2.25% | - | - | - |
| JEPI | 26,325 | $1,447,349 | 2.25% | - | - | - |
| VIG | 7,639 | $1,301,686 | 2.02% | - | - | - |
| AVGO | 1,046 | $1,167,598 | 1.81% | - | - | - |
| RSPH | 37,552 | $1,118,299 | 1.74% | - | - | - |
| MSFT | 2,751 | $1,034,486 | 1.61% | - | - | - |
| DOW | 17,906 | $981,965 | 1.53% | - | - | - |
| DD | 12,744 | $980,396 | 1.52% | - | - | - |
| COST | 1,469 | $969,658 | 1.51% | - | - | - |
| FNDA | 16,078 | $889,917 | 1.38% | - | - | - |
| GOOGL | 6,326 | $883,679 | 1.37% | - | - | - |
| CTVA | 17,997 | $862,416 | 1.34% | - | - | - |
| INTC | 17,090 | $858,773 | 1.33% | - | - | - |
| SCHM | 10,415 | $784,458 | 1.22% | - | - | - |
| MRK | 6,843 | $746,024 | 1.16% | - | - | - |
| VXF | 4,393 | $722,297 | 1.12% | - | - | - |
| XOM | 6,858 | $685,663 | 1.07% | - | - | - |
| SPTM | 11,329 | $662,180 | 1.03% | - | - | - |
| LMT | 1,333 | $604,169 | 0.94% | - | - | - |
| HD | 1,660 | $575,273 | 0.89% | - | - | - |
| VHT | 2,123 | $532,236 | 0.83% | - | - | - |
| CVS | 6,385 | $504,160 | 0.78% | - | - | - |
| REET | 20,746 | $501,638 | 0.78% | - | - | - |
| UNP | 1,975 | $485,100 | 0.75% | - | - | - |
| VNQ | 5,336 | $471,489 | 0.73% | - | - | - |
| CVX | 3,125 | $466,125 | 0.72% | - | - | - |
| PFE | 14,711 | $423,530 | 0.66% | - | - | - |
| VTI | 1,769 | $419,642 | 0.65% | - | - | - |
| MCD | 1,218 | $361,149 | 0.56% | - | - | - |
| PG | 2,439 | $357,411 | 0.56% | - | - | - |
| CSCO | 6,876 | $347,376 | 0.54% | - | - | - |
| NOBL | 3,525 | $335,580 | 0.52% | - | - | - |
| JNJ | 2,044 | $320,377 | 0.50% | - | - | - |
| ALL | 2,111 | $295,498 | 0.46% | - | - | - |
| SMMD | 4,789 | $294,859 | 0.46% | - | - | - |
| SPY | 602 | $286,137 | 0.44% | - | - | - |
| PEP | 1,680 | $285,331 | 0.44% | - | - | - |
| NOC | 565 | $264,499 | 0.41% | - | - | - |
| BDX | 1,074 | $261,873 | 0.41% | - | - | - |
| NVO | 2,410 | $249,315 | 0.39% | - | - | - |
| VCSH | 3,205 | $247,971 | 0.39% | - | - | - |
| SPSM | 5,724 | $241,438 | 0.38% | - | - | - |
| AMGN | 833 | $239,921 | 0.37% | - | - | - |
| SYY | 3,095 | $226,337 | 0.35% | - | - | - |
| MOAT | 2,562 | $217,437 | 0.34% | - | - | - |
| SBUX | 2,263 | $217,271 | 0.34% | - | - | - |
| FREL | 8,019 | $213,706 | 0.33% | - | - | - |
| KTOS | 10,500 | $213,045 | 0.33% | - | - | - |
| VB | 976 | $208,210 | 0.32% | - | - | - |
| WMT | 3,189 | $169,325 | 0.26% | - | - | - |