Red Mountain Financial, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$94M
Signature - Title
Christopher J Barr - President
Location
Fort Collins, CO
Summary
This page shows a list of all the recent 13F filings made by Red Mountain Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Red Mountain Financial, LLC reported 68 stock holdings with total value $94M as of Q3 2024. Top holdings included SCHD, AAPL, BRKB, JPIE, and FBND.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 68 $94M +$9.14M -$991K +$8.15M SCHD, AAPL, BRKB, JPIE, FBND 13F-HR 10/9/2024, 11:50 AM
Q2 2024 62 $82.9M +$20.6M -$3.66M +$16.9M SCHD, AAPL, BRKB, JPIE, FBND 13F-HR 8/13/2024, 12:02 PM
Q4 2023 62 $64.7M $0 $0 SCHD, AAPL, BRKB, BSV, JPIE 13F-HR 3/11/2024, 01:23 PM