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