Rda Financial Network Incresed Positions in Q1 2025

Rda Financial Network

  • $329 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
4.85K
+ 39.44%
$306.92 - $362.71 $1.49M - $1.76M
17.1K $6.01M
GE
General Electric CO

Industrials
7.5K
+ 446.43%
$168.59 - $212.13 $1.26M - $1.59M
9.18K $1.84M
CVX
Chevron Corp

Energy
8.59K
+ 214.96%
$146.71 - $167.97 $1.26M - $1.44M
12.6K $2.11M
ISRG
Intuitive Surgical Inc

Healthcare
2.09K
+ 26.25%
$476.63 - $610.45 $997K - $1.28M
10.1K $4.98M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.8K
+ 36.18%
$27.01 - $28.54 $506K - $535K
70.6K $1.95M
ROP
Roper Technologies Inc

Industrials
486
+ 19.98%
$502.71 - $593.81 $244K - $289K
2.92K $1.72M
LLY
Eli Lilly & CO

Healthcare
348
+ 12.38%
$725.72 - $929.72 $253K - $324K
3.16K $2.61M
ELV
Elevance Health, Inc.

Healthcare
82
+ 1.28%
$365.9 - $436.25 $30K - $35.8K
6.47K $2.79M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
41
+ 0.82%
$402.49 - $513.76 $16.5K - $21.1K
5.06K $2.45M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 1.18%
$442.66 - $534.52 $26.6K - $32.1K
5.13K $2.7M
VZ
Verizon Communications Inc

Communication Services
4.53K
+ 17.19%
$37.81 - $46.49 $171K - $210K
30.8K $1.4M
WM
Waste Management Inc

Industrials
580
+ 8.51%
$200.54 - $233.78 $116K - $136K
7.4K $1.71M
UNH
Unitedhealth Group Inc

Healthcare
304
+ 3.39%
$461.52 - $548.18 $140K - $167K
9.28K $4.86M
ADP
Automatic Data Processing Inc

Industrials
553
+ 10.74%
$286.85 - $318.64 $159K - $176K
5.7K $1.74M
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.7K
+ 14.24%
$168.16 - $186.21 $286K - $317K
13.6K $2.31M
MA
Mastercard Inc

Financial Services
183
+ 5.39%
$504.67 - $576.31 $92.4K - $105K
3.58K $1.96M
GLDM
World Gold Trust

ETFs
2.12K
+ 52.11%
$52.19 - $61.89 $110K - $131K
6.17K $376K
QCOM
Qualcomm Inc

Technology
1.06K
+ 12.36%
$151.94 - $175.86 $161K - $187K
9.65K $1.48M
IEMG
Ishares Inc

ETFs
2.93K
+ 50.88%
N/A
8.68K $465K
XLV
Select Sector Spdr Fund Health

ETFs
827
+ 25.2%
$137.61 - $149.68 $114K - $124K
4.11K $593K
RSP
Invesco S&P 500 Equal Weight E

ETFs
940
+ 13.72%
$169.43 - $182.84 $159K - $172K
7.79K $1.34M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.52K
+ 4.51%
N/A
35.2K $3.02M
TMUS
T Mobile Us, Inc.

Communication Services
149
+ 7.56%
$211.3 - $272.83 $31.5K - $40.7K
2.12K $565K
EPR
Epr Properties

Real Estate
427
+ 3.06%
$43.98 - $53.81 $18.8K - $23K
14.4K $742K
CPRT
Copart Inc

Consumer Cyclical
2.51K
+ 9.74%
$52.3 - $59.83 $131K - $150K
28.3K $1.6M
XLF
Financial Sector Spdr

ETFs
1.34K
+ 2.29%
$47.32 - $52.19 $63.4K - $69.9K
59.7K $2.94M
T
At&T Inc.

Communication Services
319
+ 1.62%
$21.56 - $28.28 $6.88K - $9.02K
20K $566K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.34K
+ 1.53%
$44.41 - $45.98 $59.4K - $61.5K
88.7K $4.04M
XLK
Technology Sector Spdr

ETFs
1.19K
+ 24.09%
$206.38 - $242.18 $245K - $288K
6.12K $1.26M
ABBV
Abb Vie Inc.

Healthcare
287
+ 16.59%
$169.2 - $216.66 $48.6K - $62.2K
2.02K $422K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
913
+ 1.52%
$126.11 - $135.06 $115K - $123K
61K $7.78M
HDV
Ishares Core High Dividend ETF

ETFs
145
+ 1.09%
$110.86 - $121.12 $16.1K - $17.6K
13.5K $1.61M
O
Realty Income Corp

Real Estate
507
+ 2.98%
$51.67 - $58.49 $26.2K - $29.7K
17.5K $1.02M
VV
Vanguard Large Cap ETF

ETFs
500
+ 33.88%
$253.32 - $282.66 $127K - $141K
1.98K $504K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.16K
+ 2.39%
$42.4 - $44.11 $49.2K - $51.2K
49.8K $2.18M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
554
+ 7.87%
$67.08 - $76.14 $37.2K - $42.2K
7.59K $561K
FISV
Fiserv Inc

Technology
658
+ 4.4%
N/A
15.6K $1.95M
SHEL
Shell PLC

Energy
562
+ 14.5%
$62.84 - $73.29 $35.3K - $41.2K
4.44K $322K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
825
+ 3.13%
$47.08 - $50.67 $38.8K - $41.8K
27.2K $1.35M
IVV
Ishares Core S&P 500 ETF

ETFs
193
+ 17.23%
$554.06 - $615.85 $107K - $119K
1.31K $732K
PAYX
Paychex Inc

Industrials
45
+ 0.97%
$136.06 - $154.52 $6.12K - $6.95K
4.69K $722K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
67
+ 3.78%
$208.48 - $244.03 $14K - $16.4K
1.84K $448K
XLY
Select Sector Spdr Consumer Di

ETFs
469
+ 50.38%
$192.6 - $233.2 $90.3K - $109K
1.4K $275K
KR
Kroger CO

Consumer Defensive
216
+ 2.8%
$58.36 - $67.72 $12.6K - $14.6K
7.92K $535K
EMB
Ishares Tr

ETFs
683
+ 29.0%
$88.64 - $92.03 $60.5K - $62.9K
3.04K $274K
EPD
Enterprise Products Partners L.P.

Energy
100
+ 0.47%
$31.75 - $34.14 $3.18K - $3.41K
21.5K $733K
VHT
Vanguard Health Care ETF

ETFs
18
+ 0.29%
$254.06 - $273.83 $4.57K - $4.93K
6.14K $1.61M
ADI
Analog Devices Inc

Technology
698
+ 9.22%
$201.56 - $243.82 $141K - $170K
8.27K $1.67M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.26K
+ 2.08%
$50.48 - $51.04 $63.5K - $64.2K
61.7K $3.13M
Activity Summary
Buys All Purchases 128 New Holdings 18 Increased Positions 110 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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