Rda Financial Network Purchases in Q3 2024

Rda Financial Network

  • $317 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
79
+ 2.38%
$801.83 - $917.05 $63.3K - $72.4K
3.41K $3.02M
DGRO
Ishares Core Dividend Growth E

ETFs
2.12K
+ 35.77%
$57.47 - $62.76 $122K - $133K
8.05K $504K
GLD
Spdr Gold Trust

ETFs
88
+ 1.77%
$215.56 - $246.98 $19K - $21.7K
5.06K $1.23M
ROP
Roper Technologies Inc

Industrials
304
+ 17.63%
$515.25 - $576.55 $157K - $175K
2.03K $1.13M
VTV
Vanguard Value ETF

ETFs
102
+ 1.05%
$159.75 - $174.57 $16.3K - $17.8K
9.82K $1.71M
CPRT
Copart Inc

Consumer Cyclical
3.55K
+ 18.52%
$49.19 - $55.54 $175K - $197K
22.7K $1.19M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
2.95K
+ 7.83%
$50.63 - $51.11 $149K - $151K
40.6K $2.07M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
418
+ 2.63%
$77.02 - $85.06 $32.2K - $35.6K
16.3K $1.38M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.45K
+ 4.32%
$33.62 - $38.33 $48.6K - $55.4K
34.9K $1.32M
AMZN
Amazon Com Inc

Consumer Cyclical
2.05K
+ 5.58%
$161.02 - $200.0 $330K - $410K
38.8K $7.23M
EFG
Msci Eafe Growth ETF

ETFs
723
+ 10.4%
$96.84 - $108.77 $70K - $78.6K
7.68K $826K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
466
+ 1.25%
$98.99 - $101.51 $46.1K - $47.3K
37.7K $3.82M
EFV
Msci Eafe Value ETF

ETFs
1.35K
+ 16.35%
$51.72 - $57.96 $69.7K - $78.1K
9.59K $551K
JNJ
Johnson & Johnson

Healthcare
93
+ 1.56%
$145.48 - $167.38 $13.5K - $15.6K
6.04K $978K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
955
+ 16.0%
$66.31 - $74.08 $63.3K - $70.7K
6.92K $508K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.54K
+ 3.16%
$28.1 - $29.89 $43.4K - $46.1K
50.4K $1.51M
IVV
Ishares Core S&P 500 ETF

ETFs
83
+ 8.04%
$520.18 - $576.82 $43.2K - $47.9K
1.12K $643K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
475
+ 1.68%
$45.2 - $47.87 $21.5K - $22.7K
28.7K $1.37M
LQD
Ishares Iboxx $ Investment Gra

ETFs
366
+ 6.07%
$106.11 - $113.72 $38.8K - $41.6K
6.4K $722K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
584
+ 3.28%
$44.24 - $49.47 $25.8K - $28.9K
18.4K $910K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
1.33K
+ 0.81%
$9.59 - $10.12 $12.7K - $13.4K
166K $1.66M
OKE
Oneok Inc

Energy
20
+ 0.28%
$78.62 - $95.27 $1.57K - $1.91K
7.15K $651K
KR
Kroger CO

Consumer Defensive
287
+ 3.98%
$50.43 - $57.3 $14.5K - $16.4K
7.5K $429K
GE
General Electric CO

Industrials
57
+ 3.42%
$156.66 - $189.66 $8.93K - $10.8K
1.73K $325K
SRLN
Ssga Active Trust

ETFs
1.25K
+ 5.74%
$40.93 - $41.85 $51.3K - $52.5K
23.1K $965K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
721
+ 17.35%
$56.04 - $62.99 $40.4K - $45.4K
4.88K $298K
BAC
Bank Of America Corp

Financial Services
1.33K
+ 3.07%
$36.65 - $44.13 $48.6K - $58.5K
44.5K $1.77M
IWS
Ishares Russell Midcap Value E

ETFs
171
+ 8.17%
$119.52 - $132.25 $20.4K - $22.6K
2.26K $299K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.08K
+ 1.84%
$85.84 - $85.84 $93K - $93K
60K $5.15M
FTV
Fortive Corp

Technology
336
+ 8.02%
$67.01 - $79.2 $22.5K - $26.6K
4.53K $357K
XLK
Technology Sector Spdr

ETFs
206
+ 5.24%
$197.34 - $237.68 $40.7K - $49K
4.13K $933K
IR
Ingersoll Rand Inc.

Industrials
153
+ 3.78%
$86.9 - $100.4 $13.3K - $15.4K
4.2K $411K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
193
+ 0.62%
$17.34 - $19.53 $3.35K - $3.77K
31.6K $616K
APAM
Artisan Partners Asset Management Inc.

Financial Services
391
+ 4.42%
$38.04 - $44.16 $14.9K - $17.3K
9.23K $400K
FISV
Fiserv Inc

Technology
262
+ 3.71%
N/A
7.33K $917K
FDL
First Tr Morningstar Dividend

ETFs
13
+ 0.17%
$37.66 - $42.06 $490 - $547
7.71K $323K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
50
+ 1.43%
$101.72 - $112.94 $5.09K - $5.65K
3.54K $399K
VUG
Vanguard Growth ETF

ETFs
20
+ 1.16%
$341.08 - $391.94 $6.82K - $7.84K
1.74K $667K
SPSB
Spdr Portfolio Short Term Corp

ETFs
592
+ 5.67%
$29.58 - $30.31 $17.5K - $17.9K
11K $334K
TSI
Tcw Strategic Income Fund Inc

Financial Services
639
+ 1.41%
$4.69 - $5.19 $3K - $3.32K
46K $235K
MGK
Vanguard Mega Cap Growth ETF

ETFs
29
+ 1.87%
$285.48 - $330.24 $8.28K - $9.58K
1.58K $509K
PEP
Pepsico Inc

Consumer Defensive
58
+ 3.32%
$161.9 - $179.3 $9.39K - $10.4K
1.81K $307K
IEMG
Ishares Inc

ETFs
305
+ 5.38%
$53.64 - $53.64 $16.4K - $16.4K
5.97K $320K
CDW
Cdw Corp

Technology
50
+ 3.15%
$206.67 - $239.84 $10.3K - $12K
1.64K $370K
VGT
Vanguard Information Technolog

ETFs
15
+ 2.65%
$514.43 - $606.85 $7.72K - $9.1K
580 $340K
WM
Waste Management Inc

Industrials
224
+ 4.05%
$196.96 - $223.45 $44.1K - $50.1K
5.76K $1.2M
EPD
Enterprise Products Partners L.P.

Energy
152
+ 0.73%
$27.88 - $30.0 $4.24K - $4.56K
21.1K $614K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.57K
+ 5.27%
$14.36 - $16.0 $22.5K - $25.1K
31.4K $473K
Blackrock ETF Trust Ii
1.51K
+ 7.63%
N/A
21.4K $0
Activity Summary
Buys All Purchases 112 New Holdings 15 Increased Positions 97 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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