Rda Financial Network Reduced Holdings in Q1 2025

Rda Financial Network

  • $329 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-2.5K
- 4.85%
$167.43 - $244.7 $419K - $613K
49.1K $8.22M
LMT
Lockheed Martin Corp

Industrials
-2.92K
- 80.35%
$423.19 - $506.29 $1.23M - $1.48M
713 $318K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-76
- 0.35%
$468.34 - $539.52 $35.6K - $41K
21.9K $10.3M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-6.49K
- 14.18%
$91.45 - $91.75 $594K - $596K
39.3K $3.61M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-5.74K
- 12.07%
$64.88 - $72.1 $372K - $414K
41.8K $2.73M
EFG
Msci Eafe Growth ETF

ETFs
-5.72K
- 47.81%
$96.1 - $106.37 $549K - $608K
6.24K $629K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-5.47K
- 68.17%
$85.29 - $92.57 $466K - $506K
2.55K $230K
SPYG
Spdr Portfolio

ETFs
-436
- 1.01%
$80.05 - $92.39 $34.9K - $40.3K
42.9K $3.44M
BX
Blackstone Inc.

Financial Services
-33
- 0.33%
$136.53 - $186.74 $4.51K - $6.16K
9.99K $1.4M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-7.04K
- 13.24%
$44.72 - $46.25 $315K - $326K
46.1K $2.12M
EFV
Msci Eafe Value ETF

ETFs
-7.45K
- 30.51%
$51.88 - $60.73 $386K - $452K
17K $1.01M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-8.51K
- 18.31%
$32.5 - $33.3 $277K - $283K
38K $1.26M
VO
Vanguard Mid Cap ETF

ETFs
-872
- 44.04%
$251.87 - $277.95 $220K - $242K
1.11K $284K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-5.14K
- 40.56%
$42.5 - $46.71 $219K - $240K
7.54K $341K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-102
- 0.57%
$102.49 - $119.96 $10.5K - $12.2K
17.7K $1.84M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.08K
- 20.06%
$50.87 - $51.09 $208K - $208K
16.3K $829K
MBB
Ishares Tr

ETFs
-2.59K
- 12.29%
$90.37 - $94.08 $234K - $244K
18.5K $1.73M
PSX
Phillips 66

Energy
-1.67K
- 46.06%
$113.93 - $131.55 $190K - $219K
1.95K $241K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.6K
- 5.84%
$48.06 - $53.73 $76.8K - $85.9K
25.8K $1.25M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-7.96K
- 8.17%
$22.46 - $23.26 $179K - $185K
89.4K $2.07M
KMI
Kinder Morgan, Inc.

Energy
-8.57K
- 9.4%
$26.1 - $31.22 $224K - $267K
82.6K $2.36M
IOO
Ishares Tr Global 100 ETF

ETFs
-147
- 0.54%
$96.2 - $105.12 $14.1K - $15.5K
27K $2.59M
KKR
Kkr & Co. Inc.

Financial Services
-2
- 0.05%
$108.17 - $167.07 $216 - $334
4.17K $481K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.67K
- 9.9%
$100.59 - $103.47 $168K - $173K
15.2K $1.57M
ALGN
Align Technology Inc

Healthcare
-259
- 15.41%
$158.86 - $234.89 $41.1K - $60.8K
1.42K $225K
WMT
Walmart Inc.

Consumer Defensive
-649
- 2.55%
$84.5 - $105.05 $54.8K - $68.2K
24.8K $2.18M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.47K
- 21.89%
$60.46 - $64.42 $88.9K - $94.7K
5.25K $320K
AMGN
Amgen Inc

Healthcare
-590
- 30.6%
$258.59 - $327.36 $153K - $193K
1.34K $416K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
-1.46K
- 14.55%
$54.25 - $57.64 $79.4K - $84.4K
8.6K $474K
USB
Us Bancorp \De\

Financial Services
-537
- 5.19%
$40.92 - $50.9 $22K - $27.3K
9.82K $414K
STZ
Constellation Brands, Inc.

Consumer Defensive
-109
- 6.64%
$161.05 - $222.93 $17.6K - $24.3K
1.53K $281K
VUG
Vanguard Growth ETF

ETFs
-22
- 1.36%
$369.1 - $427.61 $8.12K - $9.41K
1.6K $592K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.06K
- 2.98%
$49.78 - $53.19 $52.7K - $56.3K
34.5K $1.75M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-739
- 7.38%
$100.34 - $100.68 $74.2K - $74.4K
9.28K $934K
IYW
Ishares Dj Us Tech ETF

ETFs
-56
- 1.68%
$140.44 - $166.79 $7.86K - $9.34K
3.27K $459K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-22
- 1.42%
$307.43 - $357.48 $6.76K - $7.86K
1.53K $471K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-1.03K
- 12.56%
$45.03 - $48.14 $46.6K - $49.8K
7.2K $329K
GM
General Motors CO

Consumer Cyclical
-70
- 0.85%
$45.22 - $54.92 $3.17K - $3.84K
8.16K $383K
BIIB
Biogen Inc.

Healthcare
-10
- 0.31%
$133.43 - $153.27 $1.33K - $1.53K
3.2K $437K
PGR
Progressive Corp

Financial Services
-392
- 28.04%
$235.61 - $291.22 $92.4K - $114K
1.01K $284K
VGT
Vanguard Information Technolog

ETFs
-7
- 1.21%
$543.24 - $646.34 $3.8K - $4.52K
573 $311K
WFC
Wells Fargo & Company

Financial Services
-729
- 19.67%
$66.78 - $81.42 $48.7K - $59.4K
2.98K $213K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-58
- 9.45%
$360.07 - $417.26 $20.9K - $24.2K
556 $200K
IVW
Ishares S&P 500 Growth ETF

ETFs
-142
- 3.94%
$92.45 - $106.69 $13.1K - $15.1K
3.46K $320K
FPX
First Trust Us Equity Opportun

ETFs
-40
- 0.76%
$106.21 - $143.53 $4.25K - $5.74K
5.24K $586K
SPSB
Spdr Portfolio Short Term Corp

ETFs
-1.54K
- 12.6%
$29.82 - $30.1 $46K - $46.4K
10.7K $321K
MAR
Marriott International Inc

Consumer Cyclical
-22
- 2.32%
$237.01 - $304.45 $5.21K - $6.7K
928 $221K
USRT
Ishares Core U.S. Reit ETF

ETFs
-638
- 6.02%
$55.14 - $60.29 $35.2K - $38.5K
9.96K $567K
XOM
Exxon Mobil Corp

Energy
-984
- 14.42%
$105.44 - $118.93 $104K - $117K
5.84K $694K
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
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