Rda Financial Network Portfolio Holdings
Rda Financial Network
- $287 Million
- Q1 2024
Rda Financial Network has filed its 13F form on April 11, 2024 for Q1 2024 where it was disclosed a total value porftolio of $287 Million distributed in 224 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $9.88M, Microsoft Corp with a value of $9.57M, Invesco Qqq Trust, Series 1 with a value of $9.38M, Vanguard Whitehall Fds (Vangua with a value of $7.22M, and Alphabet Inc. with a value of $7.03M.
Examining the 13F form we can see an increase of $26.9M in the current position value, from $260M to 287M.
Below you can find more details about Rda Financial Network portfolio as well as his latest detailed transactions.
Portfolio value
$287 Million
ETFs: $135 Million
Technology: $46.2 Million
Financial Services: $25.4 Million
Healthcare: $25.3 Million
Communication Services: $16 Million
Consumer Cyclical: $11.7 Million
Industrials: $9.33 Million
Consumer Defensive: $6.09 Million
Other: $11.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 224
- Current Value $287 Million
- Prior Value $260 Million
- Filing
- Period Q1 2024
- Filing Date April 11, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 8 stocks
- Additional Purchases 90 stocks
- Sold out of 0 stocks
- Reduced holdings in 101 stocks