Red Mountain Financial, LLC Q1 2025 Filing
Filed April 28, 2025
Portfolio Value
$82.0B
Holdings
63
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (63 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 364,131 | $10.2B | 12.41% | |
| 2 | BRK/BBERKSHIRE HATHAWAY INC DEL | 9,654 | $5.1B | 6.27% | |
| 3 | JPIEJ P MORGAN EXCHANGE TRADED F | 102,100 | $4.7B | 5.73% | |
| 4 | AAPLAPPLE INC | 20,330 | $4.5B | 5.50% | |
| 5 | FBNDFIDELITY MERRIMACK STR TR | 89,717 | $4.1B | 4.99% | |
| 6 | JMUBJ P MORGAN EXCHANGE TRADED F | 73,857 | $3.7B | 4.50% | |
| 7 | SCHYSCHWAB STRATEGIC TR | 127,107 | $3.2B | 3.93% | |
| 8 | VIGIVANGUARD WHITEHALL FDS | 37,298 | $3.1B | 3.77% | |
| 9 | BSVVANGUARD BD INDEX FDS | 38,842 | $3.0B | 3.71% | |
| 10 | IAU*ISHARES GOLD TR | 46,149 | $2.7B | 3.32% | |
| 11 | NVDANVIDIA CORPORATION | 22,790 | $2.5B | 3.01% | |
| 12 | VEUVANGUARD INTL EQUITY INDEX F | 36,107 | $2.2B | 2.67% | |
| 13 | JEPIJ P MORGAN EXCHANGE TRADED F | 31,694 | $1.8B | 2.21% | |
| 14 | JPSTJ P MORGAN EXCHANGE TRADED F | 34,320 | $1.7B | 2.12% | |
| 15 | AVGOBROADCOM INC | 9,721 | $1.6B | 1.98% | |
| 16 | COSTCOSTCO WHSL CORP NEW | 1,607 | $1.5B | 1.85% | |
| 17 | VIGVANGUARD SPECIALIZED FUNDS | 7,754 | $1.5B | 1.83% | |
| 18 | GOOGLALPHABET INC | 8,982 | $1.4B | 1.69% | |
| 19 | JMSTJ P MORGAN EXCHANGE TRADED F | 26,259 | $1.3B | 1.63% | |
| 20 | SPTMSPDR SER TR | 18,750 | $1.3B | 1.55% | |
| 21 | CTVACORTEVA INC | 17,518 | $1.1B | 1.34% | |
| 22 | WMTWALMART INC | 12,466 | $1.1B | 1.33% | |
| 23 | RSPHINVESCO EXCHANGE TRADED FD T | 36,495 | $1.1B | 1.32% | |
| 24 | MSFTMICROSOFT CORP | 2,741 | $1.0B | 1.25% | |
| 25 | DDDUPONT DE NEMOURS INC | 12,754 | $952.4M | 1.16% | |
| 26 | FNDASCHWAB STRATEGIC TR | 34,208 | $937.0M | 1.14% | |
| 27 | VHTVANGUARD WORLD FD | 3,460 | $915.9M | 1.12% | |
| 28 | LMTLOCKHEED MARTIN CORP | 1,956 | $873.8M | 1.07% | |
| 29 | VXFVANGUARD INDEX FDS | 4,217 | $726.5M | 0.89% | |
| 30 | SCHMSCHWAB STRATEGIC TR | 26,952 | $706.1M | 0.86% | |
| 31 | DOWDOW INC | 17,941 | $626.5M | 0.76% | |
| 32 | TFLRT ROWE PRICE ETF INC | 12,039 | $614.5M | 0.75% | |
| 33 | HDHOME DEPOT INC | 1,610 | $589.9M | 0.72% | |
| 34 | UNPUNION PAC CORP | 2,252 | $531.9M | 0.65% | |
| 35 | VGTVANGUARD WORLD FD | 973 | $527.9M | 0.64% | |
| 36 | VTIVANGUARD INDEX FDS | 1,767 | $485.6M | 0.59% | |
| 37 | MRKMERCK & CO INC | 5,153 | $462.6M | 0.56% | |
| 38 | VNQVANGUARD INDEX FDS | 4,817 | $436.1M | 0.53% | |
| 39 | CVXCHEVRON CORP NEW | 2,546 | $426.0M | 0.52% | |
| 40 | PGPROCTER AND GAMBLE CO | 2,318 | $395.1M | 0.48% | |
| 41 | MCDMCDONALDS CORP | 1,218 | $380.5M | 0.46% | |
| 42 | XOMEXXON MOBIL CORP | 3,182 | $378.4M | 0.46% | |
| 43 | FNDFSCHWAB STRATEGIC TR | 10,180 | $367.9M | 0.45% | |
| 44 | MMM3M CO | 2,396 | $351.8M | 0.43% | |
| 45 | PFEPFIZER INC | 12,445 | $315.4M | 0.38% | |
| 46 | KTOSKRATOS DEFENSE & SEC SOLUTIO | 10,300 | $305.8M | 0.37% | |
| 47 | VSTVISTRA CORP | 2,361 | $277.3M | 0.34% | |
| 48 | NOBLPROSHARES TR | 2,600 | $265.6M | 0.32% | |
| 49 | SMMDISHARES TR | 4,226 | $264.3M | 0.32% | |
| 50 | AMGNAMGEN INC | 837 | $260.9M | 0.32% | |
| 51 | CATCATERPILLAR INC | 787 | $259.6M | 0.32% | |
| 52 | JNJJOHNSON & JOHNSON | 1,558 | $258.3M | 0.31% | |
| 53 | TAT&T INC | 9,114 | $257.8M | 0.31% | |
| 54 | MOATVANECK ETF TRUST | 2,892 | $254.5M | 0.31% | |
| 55 | IBMINTERNATIONAL BUSINESS MACHS | 988 | $245.8M | 0.30% | |
| 56 | ALSALLSTATE CORP | 1,183 | $245.0M | 0.30% | |
| 57 | TMTOYOTA MOTOR CORP | 1,364 | $240.8M | 0.29% | |
| 58 | IVVISHARES TR | 405 | $227.4M | 0.28% | |
| 59 | SPYSPDR S&P 500 ETF TR | 406 | $227.1M | 0.28% | |
| 60 | DEDEERE & CO | 479 | $224.8M | 0.27% | |
| 61 | SYKSTRYKER CORPORATION | 600 | $223.3M | 0.27% | |
| 62 | PNWPINNACLE WEST CAP CORP | 2,250 | $214.3M | 0.26% | |
| 63 | SPSMSPDR SER TR | 5,112 | $208.4M | 0.25% |