Rda Financial Network has filed its 13F form on July 03, 2025 for Q2 2025 where it was disclosed a total value porftolio of $363 Million distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $14.7M, Microsoft Corp with a value of $14.7M, Amazon Com Inc with a value of $11.3M, Broadcom Inc. with a value of $10.7M, and Invesco Qqq Trust, Series 1 with a value of $10.3M.

Examining the 13F form we can see an increase of $33.9M in the current position value, from $329M to 363M.

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

Portfolio value $363 Million
ETFs: $150 Million
Technology: $67.5 Million
Financial Services: $36.4 Million
Communication Services: $25.9 Million
Healthcare: $25.2 Million
Consumer Cyclical: $17.1 Million
Industrials: $16 Million
Consumer Defensive: $9.02 Million
Other: $16.1 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $363 Million
  • Prior Value $329 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 03, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 25 stocks
  • Additional Purchases 105 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 106 stocks
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