Rda Financial Network Reduced Holdings in Q3 2024

Rda Financial Network

  • $317 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VIG
Vanguard Dividend Appreciation

ETFs
-18
- 0.29%
$182.15 - $182.15 $3.28K - $3.28K
6.14K $1.12M
C
Citigroup Inc

Financial Services
-20
- 0.57%
$56.11 - $67.61 $1.12K - $1.35K
3.49K $218K
MAR
Marriott International Inc

Consumer Cyclical
-39
- 3.94%
$211.35 - $255.11 $8.24K - $9.95K
950 $236K
Linde PLC
-806
- 53.13%
N/A
711 $0
SWAN
Amplify ETF Tr Blackswan Growt
-8.77K
- 11.94%
N/A
64.7K $0
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-194
- 2.15%
$22.38 - $23.66 $4.34K - $4.59K
8.84K $207K
UBER
Uber Technologies, Inc

Technology
-70
- 1.89%
$58.48 - $77.47 $4.09K - $5.42K
3.64K $273K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.17K
- 7.69%
$41.9 - $48.26 $48.9K - $56.3K
14K $670K
CSM
Proshares Large Cap Core Plus

ETFs
-122
- 2.9%
$58.62 - $65.37 $7.15K - $7.98K
4.09K $267K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-2.51K
- 1.8%
$16.42 - $18.12 $41.2K - $45.5K
137K $2.46M
FE
Firstenergy Corp

Utilities
-569
- 9.76%
$38.25 - $44.54 $21.8K - $25.3K
5.26K $233K
AOR
Ishares Tr Core Growth Allocat

ETFs
-99
- 1.52%
$55.15 - $59.31 $5.46K - $5.87K
6.42K $380K
BR
Broadridge Financial Solutions, Inc.

Technology
-25
- 2.4%
$196.56 - $218.55 $4.91K - $5.46K
1.02K $218K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-34
- 2.65%
$475.2 - $527.7 $16.2K - $17.9K
1.25K $658K
AOK
Ishares Tr Core Conservative A

ETFs
-681
- 2.72%
$36.8 - $38.71 $25.1K - $26.4K
24.4K $942K
TLT
Ishares Barclays 20+ Year Trea

ETFs
-286
- 4.04%
$89.91 - $101.33 $25.7K - $29K
6.79K $666K
VEU
Vanguard Ftse All World Ex Us

ETFs
-27
- 0.61%
$56.47 - $63.69 $1.52K - $1.72K
4.37K $275K
DE
Deere & CO

Industrials
-153
- 7.92%
$344.84 - $418.0 $52.8K - $64K
1.78K $742K
CMCSA
Comcast Corp

Communication Services
-123
- 1.11%
$37.33 - $41.78 $4.59K - $5.14K
10.9K $457K
REZ
Ishares Tr Residential And Mul

ETFs
-155
- 4.83%
$76.42 - $91.19 $11.8K - $14.1K
3.05K $271K
XLV
Select Sector Spdr Fund Health

ETFs
-12
- 0.37%
$143.3 - $157.24 $1.72K - $1.89K
3.25K $500K
XEL
Xcel Energy Inc

Utilities
-750
- 11.11%
$52.11 - $65.3 $39.1K - $49K
6K $391K
ABBV
Abb Vie Inc.

Healthcare
-47
- 2.98%
$163.84 - $199.33 $7.7K - $9.37K
1.53K $301K
T
At&T Inc.

Communication Services
-1.82K
- 7.34%
$18.21 - $22.28 $33.1K - $40.5K
23K $505K
CSCO
Cisco Systems, Inc.

Technology
-235
- 2.96%
$44.74 - $53.22 $10.5K - $12.5K
7.71K $410K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-575
- 2.05%
$42.66 - $45.18 $24.5K - $26K
27.5K $1.24M
FPX
First Trust Us Equity Opportun

ETFs
-231
- 4.15%
$92.33 - $110.55 $21.3K - $25.5K
5.33K $587K
SBUX
Starbucks Corp

Consumer Cyclical
-430
- 9.94%
$72.51 - $98.6 $31.2K - $42.4K
3.9K $380K
PGR
Progressive Corp

Financial Services
-90
- 5.83%
$209.46 - $259.24 $18.9K - $23.3K
1.45K $368K
VZ
Verizon Communications Inc

Communication Services
-713
- 2.84%
$38.89 - $45.0 $27.7K - $32.1K
24.4K $1.1M
O
Realty Income Corp

Real Estate
-2.27K
- 11.78%
$52.36 - $63.42 $119K - $144K
17K $1.08M
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-774
- 1.71%
$42.87 - $45.76 $33.2K - $35.4K
44.5K $2.01M
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-996
- 2.3%
$37.98 - $41.19 $37.8K - $41K
42.4K $1.74M
LNT
Alliant Energy Corp

Utilities
-1
- 0.01%
$50.74 - $60.74 $50.7 - $60.7
7.81K $473K
EPR
Epr Properties

Real Estate
-271
- 1.91%
$41.26 - $49.58 $11.2K - $13.4K
14K $684K
VTI
Vanguard Total Stock Market Et

ETFs
-67
- 0.94%
$255.18 - $283.2 $17.1K - $19K
7.08K $2M
VHT
Vanguard Health Care ETF

ETFs
-10
- 0.15%
$261.88 - $288.1 $2.62K - $2.88K
6.55K $1.85M
KKR
Kkr & Co. Inc.

Financial Services
-41
- 0.92%
$104.51 - $133.23 $4.28K - $5.46K
4.4K $574K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.33K
- 4.58%
$44.07 - $50.57 $58.4K - $67K
27.6K $1.4M
HDV
Ishares Core High Dividend ETF

ETFs
-110
- 0.73%
$107.62 - $118.76 $11.8K - $13.1K
15K $1.77M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-588
- 3.15%
$105.53 - $118.34 $62.1K - $69.6K
18.1K $2.12M
JPM
Jpmorgan Chase & CO

Financial Services
-603
- 1.96%
$194.9 - $224.8 $118K - $136K
30.1K $6.34M
SO
Southern CO

Utilities
-1.25K
- 6.12%
$77.0 - $90.52 $96.6K - $114K
19.2K $1.73M
JEPI
J P Morgan Exchange Traded Fd

ETFs
-172
- 0.26%
$54.98 - $59.51 $9.46K - $10.2K
67K $3.99M
ITB
Ishares Tr

ETFs
-486
- 4.75%
$97.52 - $128.64 $47.4K - $62.5K
9.75K $1.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-26
- 0.56%
$405.19 - $478.57 $10.5K - $12.4K
4.61K $2.12M
WELL
Welltower Inc.

Real Estate
-770
- 4.76%
$104.0 - $129.74 $80.1K - $99.9K
15.4K $1.97M
BX
Blackstone Inc.

Financial Services
-160
- 1.44%
$120.77 - $159.66 $19.3K - $25.5K
10.9K $1.67M
LMT
Lockheed Martin Corp

Industrials
-128
- 3.5%
$460.3 - $584.56 $58.9K - $74.8K
3.53K $2.06M
Activity Summary
Buys All Purchases 112 New Holdings 15 Increased Positions 97 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