Rda Financial Network Reduced Holdings in Q3 2025

Rda Financial Network

  • $391 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
-8.71K
- 86.21%
$237.77 - $353.61 $2.07M - $3.08M
1.39K $481K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.17K
- 43.43%
$182.33 - $194.5 $1.12M - $1.2M
8.03K $1.56M
ELV
Elevance Health, Inc.

Healthcare
-121
- 1.72%
$274.66 - $395.76 $33.2K - $47.9K
6.9K $2.23M
DGRO
Ishares Core Dividend Growth E

ETFs
-6.11K
- 41.76%
$64.12 - $68.08 $392K - $416K
8.52K $576K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-9.79K
- 29.89%
$33.26 - $34.01 $326K - $333K
23K $778K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-6.99K
- 18.64%
$45.6 - $46.92 $319K - $328K
30.5K $1.42M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.66K
- 20.96%
$108.46 - $120.63 $397K - $441K
13.8K $1.64M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-2.95K
- 37.77%
$79.76 - $85.78 $236K - $253K
4.87K $411K
GE
General Electric CO

Industrials
-2.01K
- 21.7%
$244.75 - $305.63 $493K - $616K
7.27K $2.19M
IOO
Ishares Tr Global 100 ETF

ETFs
-1.98K
- 49.27%
$107.55 - $120.01 $213K - $237K
2.04K $239K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.64K
- 20.17%
$100.37 - $100.74 $164K - $165K
6.47K $651K
VUG
Vanguard Growth ETF

ETFs
-480
- 29.76%
$433.97 - $484.08 $208K - $232K
1.13K $543K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.57K
- 10.97%
$102.4 - $103.88 $160K - $163K
12.7K $1.31M
IEMG
Ishares Inc

ETFs
-2.73K
- 16.08%
N/A
14.3K $765K
BAC
Bank Of America Corp

Financial Services
-4.52K
- 21.2%
$44.92 - $52.42 $203K - $237K
16.8K $867K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.71K
- 19.82%
$50.82 - $51.09 $138K - $138K
10.9K $559K
EFV
Msci Eafe Value ETF

ETFs
-3.47K
- 13.94%
$62.79 - $68.42 $218K - $237K
21.4K $1.45M
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
-8.4K
- 4.59%
$9.36 - $9.87 $78.6K - $82.9K
175K $1.66M
VTV
Vanguard Value ETF

ETFs
-1.11K
- 12.81%
$175.51 - $186.57 $195K - $207K
7.55K $1.41M
ADI
Analog Devices Inc

Technology
-540
- 32.67%
$220.68 - $255.63 $119K - $138K
1.11K $273K
SHV
Ishares Tr

ETFs
-1.07K
- 22.07%
$110.06 - $110.49 $118K - $118K
3.78K $417K
PAYX
Paychex Inc

Industrials
-88
- 1.83%
$126.69 - $147.99 $11.1K - $13K
4.72K $597K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-2.63K
- 12.08%
$42.43 - $45.05 $111K - $118K
19.1K $840K
LNT
Alliant Energy Corp

Utilities
-1.96K
- 21.69%
$60.76 - $67.41 $119K - $132K
7.07K $476K
CSM
Proshares Large Cap Core Plus

ETFs
-1.01K
- 25.94%
$70.54 - $76.83 $71.4K - $77.8K
2.89K $218K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.25K
- 6.15%
$62.09 - $66.51 $264K - $283K
64.9K $4.23M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-137
- 17.25%
$567.77 - $614.76 $77.8K - $84.2K
657 $402K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.06K
- 3.09%
$13.69 - $15.48 $14.6K - $16.5K
33.3K $455K
T
At&T Inc.

Communication Services
-1.19K
- 6.14%
$26.94 - $29.62 $32.1K - $35.3K
18.2K $514K
SCHQ
Schwab Strategic Tr Long Term

ETFs
-1.51K
- 16.19%
$30.81 - $32.63 $46.5K - $49.2K
7.81K $252K
ITM
Vaneck Intermediate Muni ETF

ETFs
-1.12K
- 16.35%
$45.2 - $46.71 $50.8K - $52.5K
5.75K $267K
USRT
Ishares Core U.S. Reit ETF

ETFs
-970
- 12.66%
$55.64 - $59.37 $54K - $57.6K
6.69K $392K
APAM
Artisan Partners Asset Management Inc.

Financial Services
-597
- 5.92%
$43.4 - $48.34 $25.9K - $28.9K
9.5K $412K
KR
Kroger CO

Consumer Defensive
-42
- 0.62%
$64.52 - $74.35 $2.71K - $3.12K
6.71K $452K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-395
- 5.36%
$107.66 - $112.36 $42.5K - $44.4K
6.98K $777K
DIS
Walt Disney CO

Communication Services
-50
- 1.88%
$112.25 - $124.0 $5.61K - $6.2K
2.61K $299K
XLP
Consumer Staples Sector Spdr

ETFs
-380
- 2.84%
N/A
13K $988K
REZ
Ishares Tr Residential And Mul

ETFs
-432
- 14.23%
$81.06 - $85.23 $35K - $36.8K
2.6K $221K
FVD
First Tr Value Line Divid Inde

ETFs
-790
- 11.16%
$44.73 - $46.86 $35.3K - $37K
6.29K $290K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-628
- 10.82%
$44.66 - $47.89 $28K - $30.1K
5.18K $239K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-2.47K
- 6.86%
$31.79 - $33.42 $78.4K - $82.4K
33.4K $1.12M
VEU
Vanguard Ftse All World Ex Us

ETFs
-624
- 13.05%
$66.38 - $71.68 $41.4K - $44.7K
4.16K $296K
FDL
First Tr Morningstar Dividend

ETFs
-828
- 10.72%
$41.96 - $44.59 $34.7K - $36.9K
6.9K $299K
AMGN
Amgen Inc

Healthcare
-91
- 10.04%
$271.18 - $309.22 $24.7K - $28.1K
815 $229K
FBT
First Trust Nyse Arca Biotechn

ETFs
-244
- 16.53%
$159.46 - $180.52 $38.9K - $44K
1.23K $215K
TIP
Ishares Tr Tips Bd ETF

ETFs
-232
- 8.01%
$109.11 - $111.88 $25.3K - $26K
2.66K $296K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-995
- 13.34%
$49.43 - $54.52 $49.2K - $54.2K
6.47K $350K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-121
- 0.35%
N/A
34.8K $2.98M
IBB
Ishares Biotechnology ETF

ETFs
-247
- 15.0%
$127.63 - $144.37 $31.5K - $35.7K
1.4K $197K
Activity Summary
Buys All Purchases 128 New Holdings 22 Increased Positions 106 Sells All Sells 111 Reductions 111 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