Rda Financial Network Incresed Positions in Q3 2024

Rda Financial Network

  • $317 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
2.23K
+ 21.23%
$453.41 - $572.44 $1.01M - $1.28M
12.7K $7.29M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
6.36K
+ 166.22%
$147.95 - $191.05 $941K - $1.21M
10.2K $1.77M
AVGO
Broadcom Inc.

Technology
47.2K
+ 943.44%
$136.27 - $1745.86 $6.43M - $82.4M
52.2K $9.01M
AAPL
Apple Inc.

Technology
2
+ 0.0%
$207.23 - $234.82 $414 - $470
40.8K $9.5M
ORCL
Oracle Corp

Technology
1.35K
+ 7.89%
$125.9 - $170.35 $170K - $229K
18.4K $3.14M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
7.25K
+ 12.32%
$57.32 - $62.65 $415K - $454K
66K $4.12M
ACWI
Ishares Msci Acwi ETF

ETFs
4.18K
+ 18.78%
$107.24 - $119.84 $448K - $501K
26.4K $3.16M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
492
+ 0.82%
$117.9 - $128.2 $58K - $63.1K
60.3K $7.73M
SPYG
Spdr Portfolio

ETFs
5.05K
+ 11.9%
$73.38 - $84.1 $371K - $425K
47.5K $3.94M
DNP
Dnp Select Income Fund Inc

Financial Services
39.3K
+ 54.59%
$8.21 - $10.03 $322K - $394K
111K $1.12M
ISRG
Intuitive Surgical Inc

Healthcare
102
+ 1.25%
$416.14 - $494.01 $42.4K - $50.4K
8.27K $4.06M
XLF
Financial Sector Spdr

ETFs
4.33K
+ 8.38%
$40.84 - $45.74 $177K - $198K
55.9K $2.54M
HD
Home Depot, Inc.

Consumer Cyclical
423
+ 10.85%
$333.64 - $405.2 $141K - $171K
4.32K $1.75M
TMO
Thermo Fisher Scientific Inc.

Healthcare
167
+ 4.08%
$531.86 - $624.21 $88.8K - $104K
4.26K $2.63M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
924
+ 2.69%
$87.56 - $95.49 $80.9K - $88.2K
35.2K $3.37M
WMT
Walmart Inc.

Consumer Defensive
339
+ 1.43%
$66.91 - $81.4 $22.7K - $27.6K
24K $1.94M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.96K
+ 12.25%
$50.52 - $50.95 $301K - $304K
54.6K $2.78M
MNST
Monster Beverage Corp

Consumer Defensive
5.04K
+ 28.62%
$45.01 - $52.47 $227K - $264K
22.7K $1.18M
AVUV
American Centy ETF Tr Avantis

ETFs
1.56K
+ 7.45%
$88.24 - $99.7 $138K - $156K
22.5K $2.16M
BALL
Ball Corp

Consumer Cyclical
2.53K
+ 19.21%
$58.86 - $67.91 $149K - $172K
15.7K $1.07M
AMGN
Amgen Inc

Healthcare
830
+ 99.76%
$309.38 - $337.38 $257K - $280K
1.66K $535K
SPY
Spdr S&P 500 ETF Trust

ETFs
434
+ 75.09%
$517.38 - $573.86 $225K - $249K
1.01K $580K
MBB
Ishares Tr

ETFs
2.24K
+ 18.58%
$90.85 - $96.66 $204K - $217K
14.3K $1.37M
KMI
Kinder Morgan, Inc.

Energy
2.7K
+ 3.31%
$19.72 - $22.22 $53.3K - $60.1K
84.3K $1.86M
PAYX
Paychex Inc

Industrials
1.3K
+ 39.92%
$116.17 - $135.19 $151K - $176K
4.55K $611K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
523
+ 7.61%
$460.0 - $505.78 $241K - $265K
7.39K $3.44M
CAT
Caterpillar Inc

Industrials
163
+ 6.21%
$316.8 - $391.12 $51.6K - $63.8K
2.79K $1.09M
IDXX
Idexx Laboratories Inc

Healthcare
357
+ 25.25%
$455.08 - $517.19 $162K - $185K
1.77K $894K
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.5K
+ 5.08%
$44.65 - $47.21 $112K - $118K
51.7K $2.42M
OUNZ
Van Eck Merk Gold Trust

ETFs
6.26K
+ 39.51%
$22.51 - $25.83 $141K - $162K
22.1K $561K
QUAL
Ishares Msci Usa Quality Facto

ETFs
718
+ 8.3%
$162.64 - $179.3 $117K - $129K
9.37K $1.68M
ADI
Analog Devices Inc

Technology
836
+ 15.44%
$200.56 - $243.33 $168K - $203K
6.25K $1.44M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
2.92K
+ 8.58%
$44.83 - $47.42 $131K - $138K
36.9K $1.74M
MA
Mastercard Inc

Financial Services
104
+ 3.65%
$429.6 - $500.99 $44.7K - $52.1K
2.95K $1.46M
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
PWV
Invesco Exchange Traded Fd Tr

ETFs
1.76K
+ 38.6%
$54.33 - $59.01 $95.6K - $104K
6.32K $368K
STIP
Ishares Barclays 0 5 Year Tips

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

ETFs
723
+ 10.4%
$96.84 - $108.77 $70K - $78.6K
7.68K $826K
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
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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