Rda Financial Network Incresed Positions in Q1 2025

Rda Financial Network

  • $329 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
LNT
Alliant Energy Corp

Utilities
234
+ 2.93%
$56.66 - $66.04 $13.3K - $15.5K
8.22K $529K
AON
Aon PLC

Financial Services
10
+ 0.8%
$348.44 - $409.32 $3.48K - $4.09K
1.26K $503K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.94K
+ 2.86%
$56.17 - $59.71 $109K - $116K
69.8K $3.96M
LQD
Ishares Iboxx $ Investment Gra

ETFs
354
+ 4.91%
$105.1 - $109.61 $37.2K - $38.8K
7.57K $820K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
500
+ 9.41%
$48.65 - $53.06 $24.3K - $26.5K
5.81K $302K
ARCC
Ares Capital Corp

Financial Services
984
+ 1.26%
$21.28 - $23.81 $20.9K - $23.4K
78.8K $1.75M
WEC
Wec Energy Group, Inc.

Utilities
56
+ 2.43%
$92.12 - $108.98 $5.16K - $6.1K
2.36K $257K
PG
Procter & Gamble CO

Consumer Defensive
211
+ 12.76%
$158.56 - $176.26 $33.5K - $37.2K
1.87K $317K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
335
+ 30.76%
$211.47 - $267.17 $70.8K - $89.5K
1.42K $302K
IEFA
Ishares Tr

ETFs
104
+ 2.2%
$69.57 - $78.65 $7.24K - $8.18K
4.83K $369K
OKE
Oneok Inc

Energy
394
+ 7.36%
$89.57 - $109.85 $35.3K - $43.3K
5.75K $570K
COP
Conocophillips

Energy
156
+ 6.3%
$88.6 - $105.85 $13.8K - $16.5K
2.63K $276K
FDL
First Tr Morningstar Dividend

ETFs
135
+ 1.74%
$39.69 - $43.83 $5.36K - $5.92K
7.9K $338K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.46K
+ 4.26%
$14.46 - $15.96 $21.1K - $23.3K
35.8K $545K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
1.44K
+ 2.55%
$23.58 - $24.02 $34K - $34.7K
58.1K $1.37M
EW
Edwards Lifesciences Corp

Healthcare
926
+ 2.74%
$67.95 - $76.19 $62.9K - $70.6K
34.7K $2.51M
PKI
Perkinelmer Inc

Healthcare
115
+ 3.58%
N/A
3.33K $403K
PFE
Pfizer Inc

Healthcare
3.59K
+ 5.53%
$25.01 - $27.13 $89.8K - $97.4K
68.6K $1.74M
PEP
Pepsico Inc

Consumer Defensive
85
+ 4.83%
$142.64 - $156.42 $12.1K - $13.3K
1.85K $276K
TSLA
Tesla, Inc.

Consumer Cyclical
491
+ 59.88%
$222.15 - $428.22 $109K - $210K
1.31K $339K
FTV
Fortive Corp

Technology
169
+ 3.52%
$71.82 - $82.98 $12.1K - $14K
4.97K $363K
BA
Boeing CO

Industrials
95
+ 4.73%
$148.15 - $186.25 $14.1K - $17.7K
2.1K $358K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.8K
+ 2.16%
$9.49 - $9.97 $36.1K - $37.9K
179K $1.72M
CAT
Caterpillar Inc

Industrials
298
+ 10.11%
$326.75 - $407.63 $97.4K - $121K
3.25K $1.07M
Linde PLC
12
+ 1.55%
N/A
788 $0
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3
+ 0.06%
$78.12 - $83.7 $234 - $251
4.93K $395K
BAC
Bank Of America Corp

Financial Services
2.5K
+ 5.02%
$39.61 - $47.74 $98.9K - $119K
52.2K $2.18M
APAM
Artisan Partners Asset Management Inc.

Financial Services
510
+ 5.92%
$38.51 - $45.32 $19.6K - $23.1K
9.13K $357K
SNAP
Snap Inc

Communication Services
100
+ 0.87%
$8.37 - $12.57 $837 - $1.26K
11.6K $100K
ACWI
Ishares Msci Acwi ETF

ETFs
29
+ 0.12%
$115.16 - $124.13 $3.34K - $3.6K
23.3K $2.7M
UPS
United Parcel Service Inc

Industrials
355
+ 8.66%
$109.66 - $136.26 $38.9K - $48.4K
4.45K $489K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.1%
$551.42 - $612.93 $551 - $613
1.03K $576K
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.37K
+ 7.38%
$24.91 - $29.02 $59.1K - $68.8K
34.5K $863K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
2.88K
+ 16.39%
$47.79 - $59.89 $137K - $172K
20.4K $1.03M
DOW
Dow Inc.

Basic Materials
100
+ 1.34%
$34.36 - $41.92 $3.44K - $4.19K
7.56K $263K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
269
+ 0.51%
$29.34 - $31.31 $7.89K - $8.42K
52.7K $1.56M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
34
+ 0.1%
$90.0 - $96.32 $3.06K - $3.27K
35.6K $3.26M
EME
Emcor Group, Inc.

Industrials
40
+ 5.87%
$361.16 - $535.99 $14.4K - $21.4K
721 $266K
PYPL
Pay Pal Holdings, Inc.

Financial Services
416
+ 11.3%
$65.15 - $91.81 $27.1K - $38.2K
4.1K $267K
IWM
Ishares Russell 2000 ETF

ETFs
38
+ 1.29%
$198.1 - $229.79 $7.53K - $8.73K
2.99K $598K
ITB
Ishares Tr

ETFs
310
+ 3.19%
$93.86 - $111.45 $29.1K - $34.5K
10K $946K
ETN
Eaton Corp PLC

Industrials
53
+ 4.36%
$271.83 - $371.23 $14.4K - $19.7K
1.27K $344K
VTI
Vanguard Total Stock Market Et

ETFs
131
+ 1.91%
$271.18 - $303.12 $35.5K - $39.7K
7K $1.91M
TMO
Thermo Fisher Scientific Inc.

Healthcare
28
+ 0.65%
$497.6 - $606.74 $13.9K - $17K
4.33K $2.16M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
5.8K
+ 4.46%
$16.57 - $18.85 $96.1K - $109K
136K $2.26M
META
Meta Platforms, Inc.

Communication Services
68
+ 0.52%
$576.36 - $736.67 $39.2K - $50.1K
13.2K $7.6M
RECS
Columbia ETF Tr I

ETFs
224
+ 0.23%
$32.64 - $36.08 $7.31K - $8.08K
99.2K $3.27M
CRM
Salesforce, Inc.

Technology
553
+ 11.8%
$268.36 - $359.95 $148K - $199K
5.24K $1.41M
AVUV
American Centy ETF Tr Avantis

ETFs
490
+ 2.12%
$84.95 - $100.62 $41.6K - $49.3K
23.6K $2.05M
Activity Summary
Buys All Purchases 128 New Holdings 18 Increased Positions 110 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rda Financial Network Portfolio

Follow Rda Financial Network and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rda Financial Network, based on Form 13F filings with the SEC.

News

Stay updated on Rda Financial Network with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email