Rda Financial Network Incresed Positions in Q4 2024

Rda Financial Network

  • $338 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
9.82K
+ 25.32%
$180.88 - $232.93 $1.78M - $2.29M
48.6K $10.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
28.4K
+ 162.91%
$91.29 - $91.8 $2.59M - $2.61M
45.8K $4.19M
AAPL
Apple Inc.

Technology
4.66K
+ 11.43%
$221.69 - $259.02 $1.03M - $1.21M
45.4K $11.4M
NVDA
Nvidia Corp

Technology
4.53K
+ 5.2%
$117.0 - $148.88 $530K - $674K
91.6K $12.3M
GOOGL
Alphabet Inc.

Communication Services
2.19K
+ 4.59%
$161.86 - $196.66 $354K - $430K
49.8K $9.43M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
35.6K
+ 68.85%
$44.87 - $46.86 $1.6M - $1.67M
87.3K $3.92M
PFE
Pfizer Inc

Healthcare
54.1K
+ 497.92%
$24.8 - $30.19 $1.34M - $1.63M
65K $1.72M
JPM
Jpmorgan Chase & CO

Financial Services
610
+ 2.03%
$205.18 - $250.29 $125K - $153K
30.7K $7.36M
FISV
Fiserv Inc

Technology
7.62K
+ 103.91%
N/A
15K $1.87M
QQQ
Invesco Qqq Trust, Series 1

ETFs
862
+ 4.08%
$481.22 - $538.17 $415K - $464K
22K $11.2M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
11.5K
+ 32.0%
$66.77 - $71.52 $770K - $824K
47.6K $3.28M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
68.6K
+ 238.91%
$22.63 - $47.53 $1.55M - $3.26M
97.4K $2.21M
EFV
Msci Eafe Value ETF

ETFs
14.8K
+ 154.48%
$51.78 - $57.15 $767K - $847K
24.4K $1.28M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
16.2K
+ 43.94%
$45.07 - $47.1 $732K - $765K
53.2K $2.4M
COST
Costco Wholesale Corp

Consumer Defensive
607
+ 17.83%
$873.59 - $994.69 $530K - $604K
4.01K $3.68M
KMI
Kinder Morgan, Inc.

Energy
6.84K
+ 8.11%
$22.59 - $28.54 $154K - $195K
91.1K $2.5M
GOOG
Alphabet Inc.

Communication Services
2.09K
+ 27.28%
$163.08 - $198.16 $341K - $414K
9.74K $1.86M
MBB
Ishares Tr

ETFs
6.78K
+ 47.36%
$91.26 - $95.82 $618K - $649K
21.1K $1.93M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
8.95K
+ 48.62%
$49.03 - $53.35 $439K - $478K
27.4K $1.4M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.21K
+ 11.85%
$172.07 - $207.36 $208K - $250K
11.4K $2.25M
IOO
Ishares Tr Global 100 ETF

ETFs
4.36K
+ 19.18%
$97.46 - $103.45 $425K - $451K
27.1K $2.73M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.57K
+ 27.4%
$176.42 - $186.91 $453K - $480K
11.9K $2.13M
META
Meta Platforms, Inc.

Communication Services
369
+ 2.9%
$554.08 - $632.68 $204K - $233K
13.1K $7.73M
BAC
Bank Of America Corp

Financial Services
5.19K
+ 11.66%
$39.22 - $47.77 $204K - $248K
49.7K $2.18M
WMT
Walmart Inc.

Consumer Defensive
1.43K
+ 5.96%
$79.1 - $95.7 $113K - $137K
25.5K $2.3M
EFG
Msci Eafe Growth ETF

ETFs
4.28K
+ 55.72%
$96.83 - $106.88 $414K - $457K
12K $1.16M
MA
Mastercard Inc

Financial Services
445
+ 15.08%
$491.3 - $536.15 $219K - $239K
3.4K $1.79M
EW
Edwards Lifesciences Corp

Healthcare
523
+ 1.57%
$64.54 - $75.92 $33.8K - $39.7K
33.8K $2.5M
CPRT
Copart Inc

Consumer Cyclical
3.05K
+ 13.41%
$51.36 - $63.8 $157K - $195K
25.8K $1.48M
XLF
Financial Sector Spdr

ETFs
2.44K
+ 4.37%
$44.89 - $51.34 $110K - $125K
58.4K $2.82M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
5.82K
+ 10.66%
$50.62 - $50.97 $295K - $297K
60.5K $3.07M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
5.18K
+ 106.29%
$55.45 - $61.08 $287K - $317K
10.1K $557K
XLK
Technology Sector Spdr

ETFs
797
+ 19.28%
$220.26 - $241.44 $176K - $192K
4.93K $1.15M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.76K
+ 18.68%
$55.73 - $66.16 $154K - $183K
17.5K $1.06M
MNST
Monster Beverage Corp

Consumer Defensive
3.67K
+ 16.19%
$49.24 - $56.38 $181K - $207K
26.3K $1.38M
IDXX
Idexx Laboratories Inc

Healthcare
834
+ 47.09%
$406.92 - $495.42 $339K - $413K
2.61K $1.08M
WM
Waste Management Inc

Industrials
1.06K
+ 18.35%
$201.79 - $228.46 $213K - $241K
6.82K $1.38M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
463
+ 10.04%
$442.29 - $483.08 $205K - $224K
5.07K $2.3M
ADI
Analog Devices Inc

Technology
1.32K
+ 21.11%
$206.35 - $236.48 $272K - $312K
7.57K $1.61M
IYW
Ishares Dj Us Tech ETF

ETFs
720
+ 27.64%
$148.14 - $166.23 $107K - $120K
3.33K $530K
ROP
Roper Technologies Inc

Industrials
405
+ 19.97%
$519.85 - $575.95 $211K - $233K
2.43K $1.26M
VV
Vanguard Large Cap ETF

ETFs
475
+ 47.45%
$260.27 - $280.65 $124K - $133K
1.48K $398K
HD
Home Depot, Inc.

Consumer Cyclical
477
+ 11.04%
$385.02 - $431.37 $184K - $206K
4.8K $1.87M
QCOM
Qualcomm Inc

Technology
1.45K
+ 20.31%
$150.4 - $178.04 $218K - $258K
8.59K $1.32M
PYPL
Pay Pal Holdings, Inc.

Financial Services
800
+ 27.76%
$77.25 - $91.3 $61.8K - $73K
3.68K $314K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.98K
+ 3.93%
$29.73 - $30.81 $58.9K - $61K
52.4K $1.6M
SCHG
Schwab Strategic Tr Us Large C

ETFs
24.3K
+ 312.21%
$25.93 - $105.3 $631K - $2.56M
32.1K $895K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.26K
+ 1.91%
$61.68 - $67.87 $77.7K - $85.4K
67.3K $4.19M
DRSK
ETF Ser Solutions Aptus Define

ETFs
3.07K
+ 37.67%
$27.43 - $28.44 $84.2K - $87.3K
11.2K $307K
Activity Summary
Buys All Purchases 129 New Holdings 22 Increased Positions 107 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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