Rda Financial Network Incresed Positions in Q4 2024

Rda Financial Network

  • $338 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
4.11K
+ 9.24%
$42.84 - $45.38 $176K - $187K
48.6K $2.09M
AVUV
American Centy ETF Tr Avantis

ETFs
618
+ 2.75%
$94.37 - $106.41 $58.3K - $65.8K
23.1K $2.23M
DIS
Walt Disney CO

Communication Services
266
+ 11.18%
$92.39 - $117.6 $24.6K - $31.3K
2.65K $294K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
9.95K
+ 6.01%
$9.64 - $10.11 $95.9K - $101K
176K $1.72M
C
Citigroup Inc

Financial Services
443
+ 12.7%
$61.31 - $72.5 $27.2K - $32.1K
3.93K $276K
EPD
Enterprise Products Partners L.P.

Energy
280
+ 1.33%
$28.66 - $34.43 $8.02K - $9.64K
21.4K $670K
LQD
Ishares Iboxx $ Investment Gra

ETFs
816
+ 12.76%
$106.56 - $113.11 $87K - $92.3K
7.21K $770K
GBDC
Golub Capital Bdc, Inc.

Financial Services
2.94K
+ 9.39%
$14.69 - $15.67 $43.2K - $46.1K
34.3K $520K
OUNZ
Van Eck Merk Gold Trust

ETFs
1.9K
+ 8.58%
$24.72 - $26.9 $46.9K - $51.1K
24K $607K
KR
Kroger CO

Consumer Defensive
204
+ 2.72%
$55.21 - $63.3 $11.3K - $12.9K
7.7K $470K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
35.5K
+ 217.69%
$26.93 - $84.95 $956K - $3.02M
51.8K $1.42M
JCPB
J P Morgan Exchange Traded Fd

ETFs
968
+ 20.43%
$46.07 - $48.17 $44.6K - $46.6K
5.71K $262K
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.23K
+ 18.08%
$87.1 - $98.49 $107K - $121K
8.02K $700K
SPSB
Spdr Portfolio Short Term Corp

ETFs
1.19K
+ 10.78%
$29.77 - $30.19 $35.4K - $35.9K
12.2K $365K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
275
+ 14.47%
$108.28 - $117.54 $29.8K - $32.3K
2.18K $236K
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 1.68%
$567.81 - $607.81 $9.65K - $10.3K
1.03K $603K
CDW
Cdw Corp

Technology
619
+ 37.81%
$171.49 - $225.64 $106K - $140K
2.26K $392K
IWF
Ishares Russell 1000 Gr ETF

ETFs
10
+ 1.66%
$370.24 - $418.94 $3.7K - $4.19K
614 $246K
PKI
Perkinelmer Inc

Healthcare
157
+ 5.13%
N/A
3.22K $389K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.45%
$570.51 - $610.59 $2.85K - $3.05K
1.12K $659K
BALL
Ball Corp

Consumer Cyclical
3.93K
+ 25.04%
$54.84 - $67.94 $216K - $267K
19.6K $1.08M
COP
Conocophillips

Energy
210
+ 9.27%
$95.12 - $114.72 $20K - $24.1K
2.48K $245K
ABBV
Abb Vie Inc.

Healthcare
202
+ 13.22%
$164.99 - $203.87 $33.3K - $41.2K
1.73K $307K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
92
+ 5.48%
$209.89 - $233.24 $19.3K - $21.5K
1.77K $376K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
346
+ 2.16%
$49.79 - $51.14 $17.2K - $17.7K
16.3K $818K
FTV
Fortive Corp

Technology
269
+ 5.94%
$71.16 - $79.68 $19.1K - $21.4K
4.8K $359K
Blackrock ETF Trust Ii
8.28K
+ 38.79%
N/A
29.6K $0
Linde PLC
65
+ 9.14%
N/A
776 $0
LNT
Alliant Energy Corp

Utilities
184
+ 2.36%
$56.24 - $63.63 $10.3K - $11.7K
7.99K $472K
UPS
United Parcel Service Inc

Industrials
290
+ 7.62%
$122.65 - $138.35 $35.6K - $40.1K
4.1K $516K
WEC
Wec Energy Group, Inc.

Utilities
22
+ 0.96%
$92.94 - $101.82 $2.04K - $2.24K
2.3K $216K
TSI
Tcw Strategic Income Fund Inc

Financial Services
1.48K
+ 3.22%
$4.81 - $5.12 $7.13K - $7.59K
47.5K $228K
PWV
Invesco Exchange Traded Fd Tr

ETFs
30
+ 0.47%
$56.33 - $61.73 $1.69K - $1.85K
6.35K $361K
SO
Southern CO

Utilities
1.72K
+ 8.95%
$81.5 - $94.15 $140K - $162K
21K $1.73M
FBT
First Trust Nyse Arca Biotechn

ETFs
3
+ 0.16%
$161.65 - $178.69 $485 - $536
1.83K $304K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
2.05K
+ 5.87%
$34.83 - $38.05 $71.4K - $78K
37K $1.3M
FDL
First Tr Morningstar Dividend

ETFs
55
+ 0.71%
$39.59 - $43.95 $2.18K - $2.42K
7.77K $312K
ORCL
Oracle Corp

Technology
298
+ 1.62%
$165.41 - $192.43 $49.3K - $57.3K
18.7K $3.12M
IR
Ingersoll Rand Inc.

Industrials
128
+ 3.05%
$90.46 - $105.35 $11.6K - $13.5K
4.32K $391K
CAT
Caterpillar Inc

Industrials
158
+ 5.67%
$360.37 - $416.88 $56.9K - $65.9K
2.95K $1.07M
REZ
Ishares Tr Residential And Mul

ETFs
18
+ 0.59%
$79.04 - $89.77 $1.42K - $1.62K
3.07K $248K
VEU
Vanguard Ftse All World Ex Us

ETFs
11
+ 0.25%
$57.29 - $63.1 $630 - $694
4.38K $251K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
115
+ 1.66%
$67.29 - $73.38 $7.74K - $8.44K
7.04K $477K
AMGN
Amgen Inc

Healthcare
266
+ 16.0%
$258.78 - $328.31 $68.8K - $87.3K
1.93K $502K
PSX
Phillips 66

Energy
174
+ 5.05%
$110.35 - $138.93 $19.2K - $24.2K
3.62K $412K
CMCSA
Comcast Corp

Communication Services
160
+ 1.46%
$37.39 - $45.14 $5.98K - $7.22K
11.1K $416K
VZ
Verizon Communications Inc

Communication Services
1.91K
+ 7.8%
$39.6 - $45.21 $75.4K - $86.1K
26.3K $1.05M
XLV
Select Sector Spdr Fund Health

ETFs
30
+ 0.92%
$136.28 - $154.74 $4.09K - $4.64K
3.28K $451K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
333
+ 0.94%
$91.94 - $100.02 $30.6K - $33.3K
35.6K $3.3M
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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