Rda Financial Network Incresed Positions in Q3 2025

Rda Financial Network

  • $391 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
12.4K
+ 266.31%
$224.68 - $282.71 $2.78M - $3.5M
17K $4.75M
AAPL
Apple Inc.

Technology
349
+ 0.74%
$202.38 - $256.87 $70.6K - $89.6K
47.5K $12.1M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
24.4K
+ 61.47%
$91.44 - $91.77 $2.23M - $2.24M
64.1K $5.88M
GOOG
Alphabet Inc.

Communication Services
2.41K
+ 21.69%
$175.16 - $255.24 $421K - $614K
13.5K $3.29M
MSFT
Microsoft Corp

Technology
1.12K
+ 3.79%
$491.09 - $535.64 $548K - $598K
30.6K $15.8M
PGR
Progressive Corp

Financial Services
4.73K
+ 477.58%
$238.61 - $264.3 $1.13M - $1.25M
5.72K $1.41M
BKNG
Booking Holdings Inc.

Consumer Cyclical
199
+ 537.84%
$5364.25 - $5815.92 $1.07M - $1.16M
236 $1.27M
XLG
Invesco Exchange Traded Fd Tr

ETFs
13K
+ 54.69%
$51.78 - $57.89 $673K - $752K
36.7K $2.11M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.31K
+ 17.03%
$459.11 - $506.91 $601K - $664K
9K $4.52M
DUK
Duke Energy Corp

Utilities
4.85K
+ 39.81%
$116.31 - $125.93 $564K - $610K
17K $2.11M
DNP
Dnp Select Income Fund Inc

Financial Services
61.8K
+ 54.38%
$9.65 - $10.02 $596K - $619K
175K $1.76M
SCHG
Schwab Strategic Tr Us Large C

ETFs
16.5K
+ 40.27%
$28.92 - $32.19 $477K - $531K
57.5K $1.83M
OUNZ
Van Eck Merk Gold Trust

ETFs
8.12K
+ 13.26%
$31.49 - $37.19 $256K - $302K
69.4K $2.58M
AMZN
Amazon Com Inc

Consumer Cyclical
2.36K
+ 4.58%
$211.65 - $238.24 $499K - $561K
53.8K $11.8M
XLF
Financial Sector Spdr

ETFs
7.93K
+ 13.36%
$51.37 - $54.25 $407K - $430K
67.3K $3.62M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
1.3K
+ 16.03%
$225.11 - $247.9 $292K - $322K
9.39K $2.32M
PG
Procter & Gamble CO

Consumer Defensive
3.35K
+ 42.33%
$150.47 - $161.22 $503K - $539K
11.3K $1.73M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
1.86K
+ 38.3%
$366.54 - $479.53 $681K - $891K
6.71K $2.63M
UBER
Uber Technologies, Inc

Technology
3.68K
+ 18.56%
$86.91 - $99.57 $320K - $367K
23.5K $2.3M
MU
Micron Technology Inc

Technology
493
+ 5.89%
$104.88 - $168.89 $51.7K - $83.3K
8.87K $1.48M
HD
Home Depot, Inc.

Consumer Cyclical
561
+ 10.04%
$357.4 - $423.42 $201K - $238K
6.15K $2.49M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
5.97K
+ 13.99%
$50.32 - $54.01 $300K - $322K
48.7K $2.63M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
5K
+ 19.05%
$54.35 - $59.32 $272K - $297K
31.3K $1.85M
IVV
Ishares Core S&P 500 ETF

ETFs
527
+ 41.37%
$620.67 - $670.08 $327K - $353K
1.8K $1.21M
WMT
Walmart Inc.

Consumer Defensive
2.54K
+ 10.28%
$94.4 - $104.27 $239K - $264K
27.2K $2.8M
V
Visa Inc.

Financial Services
1.82K
+ 10.64%
$332.09 - $358.86 $603K - $652K
18.9K $6.45M
META
Meta Platforms, Inc.

Communication Services
587
+ 4.49%
$695.21 - $791.73 $408K - $465K
13.6K $10M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.27K
+ 17.35%
$72.65 - $78.68 $237K - $257K
22.1K $1.73M
QCOM
Qualcomm Inc

Technology
1.68K
+ 15.72%
$145.84 - $173.55 $245K - $291K
12.4K $2.06M
XLK
Technology Sector Spdr

ETFs
600
+ 9.74%
$250.97 - $282.66 $151K - $170K
6.76K $1.91M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
4.08K
+ 58.62%
$82.38 - $83.0 $336K - $338K
11K $915K
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
6.36K
+ 9.9%
$50.53 - $50.82 $321K - $323K
70.6K $3.58M
ASML
Asml Holding Nv

Technology
171
+ 20.68%
$689.63 - $968.09 $118K - $166K
998 $966K
GLDM
World Gold Trust

ETFs
2.89K
+ 60.28%
$64.73 - $76.45 $187K - $221K
7.67K $586K
XLI
Industrial Sector Spdr

ETFs
1.61K
+ 77.16%
$147.94 - $154.99 $237K - $249K
3.69K $568K
XLY
Select Sector Spdr Consumer Di

ETFs
951
+ 94.25%
$216.09 - $242.18 $206K - $230K
1.96K $469K
AVUV
American Centy ETF Tr Avantis

ETFs
381
+ 1.53%
$90.37 - $102.12 $34.4K - $38.9K
25.3K $2.52M
ADBE
Adobe Inc.

Technology
1.4K
+ 19.31%
$333.65 - $392.1 $467K - $549K
8.65K $3.05M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
3.17K
+ 35.46%
$53.81 - $57.52 $171K - $182K
12.1K $696K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
2.71K
+ 38.61%
$64.17 - $68.19 $174K - $185K
9.73K $662K
TSLA
Tesla, Inc.

Consumer Cyclical
109
+ 9.4%
$293.94 - $444.72 $32K - $48.5K
1.27K $564K
CVX
Chevron Corp

Energy
98
+ 0.72%
$145.57 - $161.83 $14.3K - $15.9K
13.8K $2.14M
ABBV
Abb Vie Inc.

Healthcare
252
+ 9.71%
$184.85 - $231.54 $46.6K - $58.3K
2.85K $658K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.39K
+ 4.24%
$52.12 - $55.33 $72.2K - $76.6K
34K $1.88M
KKR
Kkr & Co. Inc.

Financial Services
1.67K
+ 9.95%
$129.95 - $152.16 $216K - $253K
18.4K $2.39M
CSCO
Cisco Systems, Inc.

Technology
2.59K
+ 9.15%
$66.2 - $71.79 $171K - $186K
30.9K $2.11M
PFE
Pfizer Inc

Healthcare
2.54K
+ 3.75%
$23.29 - $25.88 $59.2K - $65.8K
70.3K $1.79M
TDG
Trans Digm Group Inc

Industrials
256
+ 26.42%
$1271.04 - $1620.83 $325K - $415K
1.23K $1.61M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.33K
+ 3.07%
$55.61 - $57.37 $130K - $134K
78.2K $4.45M
Activity Summary
Buys All Purchases 128 New Holdings 22 Increased Positions 106 Sells All Sells 111 Reductions 111 Sold out 0 Options Calls 0 Puts 0
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