Rda Financial Network Incresed Positions in Q2 2025

Rda Financial Network

  • $363 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEUR
Ishares Tr Ishares Core Msci E

ETFs
879
+ 14.31%
$53.75 - $67.21 $47.2K - $59.1K
7.02K $464K
APAM
Artisan Partners Asset Management Inc.

Financial Services
963
+ 10.55%
$33.85 - $44.55 $32.6K - $42.9K
10.1K $447K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
53
+ 1.33%
$82.32 - $112.47 $4.36K - $5.96K
4.03K $453K
VGT
Vanguard Information Technolog

ETFs
22
+ 3.84%
$470.37 - $663.28 $10.3K - $14.6K
595 $394K
XLI
Industrial Sector Spdr

ETFs
293
+ 16.4%
$116.42 - $147.52 $34.1K - $43.2K
2.08K $306K
DIS
Walt Disney CO

Communication Services
31
+ 1.18%
$81.72 - $124.01 $2.53K - $3.84K
2.66K $330K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
46
+ 6.15%
$456.74 - $568.03 $21K - $26.1K
794 $451K
PKI
Perkinelmer Inc

Healthcare
565
+ 16.96%
N/A
3.9K $471K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
226
+ 2.98%
$65.84 - $80.81 $14.9K - $18.3K
7.82K $626K
C
Citigroup Inc

Financial Services
130
+ 3.41%
$58.13 - $85.12 $7.56K - $11.1K
3.94K $335K
ABBV
Abb Vie Inc.

Healthcare
577
+ 28.61%
$170.16 - $206.27 $98.2K - $119K
2.59K $481K
VEU
Vanguard Ftse All World Ex Us

ETFs
470
+ 10.9%
$54.19 - $67.22 $25.5K - $31.6K
4.78K $321K
ADBE
Adobe Inc.

Technology
88
+ 1.23%
$340.0 - $420.68 $29.9K - $37K
7.25K $2.8M
MBB
Ishares Tr

ETFs
497
+ 2.69%
$91.41 - $94.22 $45.4K - $46.8K
19K $1.78M
URTH
Ishares Msci World ETF

ETFs
30
+ 1.29%
$136.3 - $169.38 $4.09K - $5.08K
2.36K $399K
SCHQ
Schwab Strategic Tr Long Term

ETFs
1.35K
+ 16.99%
$30.46 - $33.4 $41.2K - $45.2K
9.32K $297K
PYPL
Pay Pal Holdings, Inc.

Financial Services
28
+ 0.68%
$57.41 - $74.81 $1.61K - $2.09K
4.13K $306K
PM
Philip Morris International Inc.

Consumer Defensive
29
+ 2.11%
$149.23 - $184.95 $4.33K - $5.36K
1.4K $255K
SO
Southern CO

Utilities
424
+ 2.03%
$84.91 - $92.56 $36K - $39.2K
21.3K $1.96M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1.1K
+ 18.93%
$45.07 - $52.57 $49.6K - $57.8K
6.91K $337K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
369
+ 0.94%
$91.43 - $91.74 $33.7K - $33.9K
39.7K $3.64M
USB
Us Bancorp \De\

Financial Services
1
+ 0.01%
$36.4 - $45.76 $36.4 - $45.8
9.82K $444K
VIG
Vanguard Dividend Appreciation

ETFs
151
+ 2.47%
N/A
6.27K $1.14M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
179
+ 3.63%
$72.71 - $82.56 $13K - $14.8K
5.11K $416K
EMB
Ishares Tr

ETFs
126
+ 4.15%
$86.54 - $92.62 $10.9K - $11.7K
3.16K $293K
WM
Waste Management Inc

Industrials
168
+ 2.27%
$216.47 - $242.1 $36.4K - $40.7K
7.56K $1.73M
LNT
Alliant Energy Corp

Utilities
804
+ 9.78%
$58.79 - $64.85 $47.3K - $52.1K
9.03K $545K
FAST
Fastenal CO

Industrials
2.56K
+ 96.25%
$40.65 - $83.16 $104K - $213K
5.23K $219K
GILD
Gilead Sciences, Inc.

Healthcare
103
+ 5.08%
$96.91 - $113.0 $9.98K - $11.6K
2.13K $236K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
85
+ 1.24%
$82.21 - $83.12 $6.99K - $7.07K
6.96K $576K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
467
+ 0.8%
$23.03 - $23.59 $10.8K - $11K
58.6K $1.38M
HYG
Ishares Tr

ETFs
11
+ 0.37%
$75.75 - $80.65 $833 - $887
3K $241K
SNAP
Snap Inc

Communication Services
400
+ 3.46%
$7.23 - $9.21 $2.89K - $3.68K
12K $103K
Blackrock ETF Trust Ii
60
+ 0.22%
N/A
27.3K $0
XTEN
Bondbloxx ETF Tr Bloomberg 10
15.7K
+ 111.46%
N/A
29.7K $0
ROP
Roper Technologies Inc

Industrials
116
+ 3.97%
$519.19 - $590.78 $60.2K - $68.5K
3.04K $1.72M
SHEL
Shell PLC

Energy
21
+ 0.47%
$59.75 - $73.05 $1.25K - $1.53K
4.46K $313K
REZ
Ishares Tr Residential And Mul

ETFs
9
+ 0.3%
$76.14 - $86.35 $685 - $777
3.04K $249K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
160
+ 8.7%
$212.1 - $244.27 $33.9K - $39.1K
2K $437K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.06K
+ 2.91%
$24.32 - $27.87 $50K - $57.3K
72.6K $1.92M
PAYX
Paychex Inc

Industrials
117
+ 2.5%
$137.01 - $159.78 $16K - $18.7K
4.8K $698K
UPS
United Parcel Service Inc

Industrials
147
+ 3.3%
$91.92 - $110.2 $13.5K - $16.2K
4.6K $464K
TMUS
T Mobile Us, Inc.

Communication Services
147
+ 6.93%
$220.99 - $268.54 $32.5K - $39.5K
2.27K $540K
OKE
Oneok Inc

Energy
862
+ 15.0%
$78.71 - $100.37 $67.8K - $86.5K
6.61K $539K
COP
Conocophillips

Energy
56
+ 2.13%
$82.66 - $106.1 $4.63K - $5.94K
2.69K $241K
VHT
Vanguard Health Care ETF

ETFs
175
+ 2.85%
$236.71 - $261.92 $41.4K - $45.8K
6.32K $1.57M
JNJ
Johnson & Johnson

Healthcare
150
+ 2.54%
$146.36 - $159.82 $22K - $24K
6.06K $925K
ELV
Elevance Health, Inc.

Healthcare
558
+ 8.63%
$372.27 - $452.69 $208K - $253K
7.02K $2.73M
FTV
Fortive Corp

Technology
539
+ 10.86%
$52.13 - $74.29 $28.1K - $40K
5.5K $286K
Activity Summary
Buys All Purchases 130 New Holdings 25 Increased Positions 105 Sells All Sells 106 Reductions 106 Sold out 0 Options Calls 0 Puts 0
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