Rda Financial Network Incresed Positions in Q2 2025

Rda Financial Network

  • $363 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
140
+ 0.48%
$354.56 - $497.45 $49.6K - $69.6K
29.5K $14.7M
KKR
Kkr & Co. Inc.

Financial Services
12.6K
+ 301.61%
$92.79 - $134.29 $1.17M - $1.69M
16.7K $2.23M
AMZN
Amazon Com Inc

Consumer Cyclical
981
+ 1.94%
$167.32 - $223.3 $164K - $219K
51.5K $11.3M
JPM
Jpmorgan Chase & CO

Financial Services
794
+ 2.6%
$210.28 - $289.91 $167K - $230K
31.3K $9.08M
CSCO
Cisco Systems, Inc.

Technology
21.8K
+ 339.19%
$53.19 - $69.38 $1.16M - $1.52M
28.3K $1.96M
OUNZ
Van Eck Merk Gold Trust

ETFs
39.3K
+ 178.57%
$28.68 - $33.09 $1.13M - $1.3M
61.2K $1.95M
GOOGL
Alphabet Inc.

Communication Services
68
+ 0.13%
$144.7 - $178.6 $9.84K - $12.1K
51.9K $9.14M
DUK
Duke Energy Corp

Utilities
9.44K
+ 346.31%
$112.46 - $124.05 $1.06M - $1.17M
12.2K $1.44M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.55K
+ 49.74%
$483.48 - $539.8 $1.23M - $1.38M
7.69K $3.73M
PG
Procter & Gamble CO

Consumer Defensive
6.04K
+ 323.81%
$157.66 - $172.39 $952K - $1.04M
7.9K $1.26M
SPYG
Spdr Portfolio

ETFs
1.08K
+ 2.51%
$71.83 - $95.32 $77.4K - $103K
44K $4.19M
DGRO
Ishares Core Dividend Growth E

ETFs
9.39K
+ 178.95%
$55.22 - $63.94 $518K - $600K
14.6K $935K
RECS
Columbia ETF Tr I

ETFs
6.35K
+ 6.41%
$29.4 - $36.79 $187K - $234K
106K $3.88M
EFV
Msci Eafe Value ETF

ETFs
7.92K
+ 46.67%
$52.4 - $64.65 $415K - $512K
24.9K $1.58M
GE
General Electric CO

Industrials
100
+ 1.09%
$166.81 - $257.39 $16.7K - $25.7K
9.28K $2.39M
IEMG
Ishares Inc

ETFs
8.32K
+ 95.88%
N/A
17K $911K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.91K
+ 2.84%
$51.16 - $62.02 $97.6K - $118K
69.1K $4.29M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
100
+ 0.16%
$114.78 - $133.31 $11.5K - $13.3K
61.1K $8.15M
JEPI
J P Morgan Exchange Traded Fd

ETFs
6.12K
+ 8.77%
$51.14 - $57.0 $313K - $349K
75.9K $4.32M
MU
Micron Technology Inc

Technology
601
+ 7.73%
$64.72 - $127.91 $38.9K - $76.9K
8.38K $1.03M
SCHG
Schwab Strategic Tr Us Large C

ETFs
6.45K
+ 18.69%
$22.27 - $29.21 $144K - $188K
41K $1.2M
GOOG
Alphabet Inc.

Communication Services
554
+ 5.26%
$146.58 - $180.01 $81.2K - $99.7K
11.1K $1.97M
ACWI
Ishares Msci Acwi ETF

ETFs
183
+ 0.79%
$103.59 - $128.6 $19K - $23.5K
23.4K $3.01M
XLK
Technology Sector Spdr

ETFs
43
+ 0.7%
$179.73 - $253.23 $7.73K - $10.9K
6.16K $1.56M
QUAL
Ishares Msci Usa Quality Facto

ETFs
559
+ 4.1%
$152.42 - $182.82 $85.2K - $102K
14.2K $2.6M
IEFA
Ishares Tr

ETFs
2.43K
+ 50.31%
$67.83 - $84.09 $165K - $204K
7.26K $606K
PLTR
Palantir Technologies Inc.

Technology
7
+ 0.16%
$74.01 - $144.25 $518 - $1.01K
4.51K $614K
AVUV
American Centy ETF Tr Avantis

ETFs
1.34K
+ 5.66%
$75.17 - $91.21 $101K - $122K
24.9K $2.27M
QCOM
Qualcomm Inc

Technology
1.03K
+ 10.67%
$124.66 - $159.48 $128K - $164K
10.7K $1.7M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
972
+ 2.73%
$81.46 - $94.63 $79.2K - $92K
36.6K $3.46M
AME
Ametek Inc

Industrials
1.07K
+ 81.06%
$151.41 - $182.75 $162K - $196K
2.39K $432K
SLGN
Silgan Holdings Inc

Consumer Cyclical
3.4K
+ 71.94%
$45.48 - $56.15 $155K - $191K
8.12K $440K
FISV
Fiserv Inc

Technology
1.59K
+ 10.19%
N/A
17.2K $2.15M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
490
+ 1.9%
$43.53 - $54.46 $21.3K - $26.7K
26.3K $1.43M
BKR
Baker Hughes CO

Energy
5.21K
+ 98.26%
$35.0 - $44.92 $182K - $234K
10.5K $402K
HD
Home Depot, Inc.

Consumer Cyclical
406
+ 7.83%
$335.24 - $380.78 $136K - $155K
5.59K $2.05M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
1.75K
+ 4.75%
$32.61 - $38.62 $57.1K - $67.7K
38.6K $1.47M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.73K
+ 3.08%
$44.68 - $45.96 $122K - $125K
91.4K $4.18M
VEA
Vanguard Ftse Developed Market

ETFs
972
+ 6.53%
$45.65 - $57.01 $44.4K - $55.4K
15.9K $904K
KMI
Kinder Morgan, Inc.

Energy
2.42K
+ 2.93%
$25.21 - $29.4 $60.9K - $71K
85K $2.5M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.51K
+ 4.07%
$49.79 - $50.75 $125K - $127K
64.2K $3.26M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
7K
+ 5.16%
$14.97 - $16.79 $105K - $118K
143K $2.39M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
100
+ 7.02%
$179.95 - $278.88 $18K - $27.9K
1.52K $425K
ADP
Automatic Data Processing Inc

Industrials
339
+ 5.94%
$276.76 - $326.81 $93.8K - $111K
6.04K $1.86M
VUG
Vanguard Growth ETF

ETFs
13
+ 0.81%
$329.49 - $438.4 $4.28K - $5.7K
1.61K $707K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
453
+ 1.08%
$37.18 - $42.55 $16.8K - $19.3K
42.6K $1.81M
VV
Vanguard Large Cap ETF

ETFs
165
+ 8.35%
$228.25 - $285.3 $37.7K - $47.1K
2.14K $610K
JCPB
J P Morgan Exchange Traded Fd

ETFs
2.21K
+ 45.07%
$45.9 - $47.2 $102K - $104K
7.12K $335K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
2.09K
+ 4.2%
$42.72 - $44.24 $89.4K - $92.6K
51.9K $2.28M
Activity Summary
Buys All Purchases 130 New Holdings 25 Increased Positions 105 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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