Rda Financial Network has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $317 Million distributed in 229 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11M, Nvidia Corp with a value of $10.6M, Invesco Qqq Trust, Series 1 with a value of $10.3M, Apple Inc. with a value of $9.5M, and Broadcom Inc. with a value of $9.01M.

Examining the 13F form we can see an increase of $16.4M in the current position value, from $300M to 317M.

Below you can find more details about Rda Financial Network portfolio as well as his latest detailed transactions.

Portfolio value $317 Million
ETFs: $141 Million
Technology: $55.7 Million
Healthcare: $28.4 Million
Financial Services: $26.6 Million
Communication Services: $19.2 Million
Consumer Cyclical: $15.6 Million
Industrials: $9.39 Million
Consumer Defensive: $8.12 Million
Other: $13.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 229
  • Current Value $317 Million
  • Prior Value $300 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 15 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
Track This Portfolio

Track Rda Financial Network Portfolio

Follow Rda Financial Network and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rda Financial Network, based on Form 13F filings with the SEC.

News

Stay updated on Rda Financial Network with notifications on news.