Rda Financial Network Reduced Holdings in Q4 2024

Rda Financial Network

  • $338 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GAB
Gabelli Equity Trust Inc

Financial Services
-9.03K
- 29.74%
$5.36 - $5.83 $48.4K - $52.6K
21.3K $114K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-2.5K
- 11.06%
$11.42 - $12.5 $28.6K - $31.3K
20.1K $231K
DEO
Diageo PLC

Consumer Defensive
-182
- 9.92%
$118.0 - $139.88 $21.5K - $25.5K
1.65K $210K
CVX
Chevron Corp

Energy
-250
- 5.89%
$141.15 - $162.53 $35.3K - $40.6K
4K $578K
GE
General Electric CO

Industrials
-45
- 2.61%
$159.95 - $194.23 $7.2K - $8.74K
1.68K $280K
PEP
Pepsico Inc

Consumer Defensive
-45
- 2.49%
$151.29 - $176.1 $6.81K - $7.92K
1.76K $267K
PG
Procter & Gamble CO

Consumer Defensive
-182
- 9.91%
$161.05 - $179.7 $29.3K - $32.7K
1.65K $277K
SHEL
Shell PLC

Energy
-338
- 8.02%
$60.63 - $70.23 $20.5K - $23.7K
3.88K $243K
PGR
Progressive Corp

Financial Services
-56
- 3.85%
$239.6 - $268.88 $13.4K - $15.1K
1.4K $334K
HYG
Ishares Tr

ETFs
-347
- 10.4%
$78.09 - $80.04 $27.1K - $27.8K
2.99K $235K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-21
- 0.05%
$40.26 - $42.88 $845 - $900
42.3K $1.71M
APAM
Artisan Partners Asset Management Inc.

Financial Services
-615
- 6.66%
$41.74 - $49.17 $25.7K - $30.2K
8.62K $371K
CSCO
Cisco Systems, Inc.

Technology
-1.24K
- 16.06%
$52.45 - $60.02 $64.9K - $74.3K
6.47K $383K
FVD
First Tr Value Line Divid Inde

ETFs
-250
- 3.22%
$43.4 - $46.7 $10.9K - $11.7K
7.51K $327K
FNF
Fidelity National Financial, Inc.

Financial Services
-2
- 0.05%
$55.19 - $63.83 $110 - $128
4.04K $226K
IBB
Ishares Biotechnology ETF

ETFs
-2
- 0.12%
$131.21 - $148.85 $262 - $298
1.69K $222K
AOR
Ishares Tr Core Growth Allocat

ETFs
-170
- 2.65%
$57.32 - $59.66 $9.74K - $10.1K
6.25K $357K
TIP
Ishares Tr Tips Bd ETF

ETFs
-73
- 2.25%
$106.33 - $110.69 $7.76K - $8.08K
3.17K $337K
VBR
Vanguard Small Cap Value ETF

ETFs
-83
- 7.55%
$197.36 - $217.3 $16.4K - $18K
1.02K $201K
XEL
Xcel Energy Inc

Utilities
-449
- 7.48%
$62.16 - $72.92 $27.9K - $32.7K
5.55K $374K
VTI
Vanguard Total Stock Market Et

ETFs
-211
- 2.98%
$280.04 - $302.45 $59.1K - $63.8K
6.86K $1.99M
XLP
Consumer Staples Sector Spdr

ETFs
-159
- 1.15%
N/A
13.6K $1.04M
IEMG
Ishares Inc

ETFs
-218
- 3.65%
N/A
5.75K $308K
VO
Vanguard Mid Cap ETF

ETFs
-29
- 1.44%
$261.5 - $284.63 $7.58K - $8.25K
1.98K $522K
FEX
First Tr Large Cap Core Alphde

ETFs
-72
- 1.51%
$103.29 - $112.88 $7.44K - $8.13K
4.71K $491K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-30
- 3.26%
$278.19 - $315.36 $8.35K - $9.46K
890 $256K
CSM
Proshares Large Cap Core Plus

ETFs
-107
- 2.62%
$64.59 - $69.02 $6.91K - $7.39K
3.98K $263K
VIG
Vanguard Dividend Appreciation

ETFs
-22
- 0.36%
N/A
6.12K $1.11M
VUG
Vanguard Growth ETF

ETFs
-116
- 6.67%
$378.79 - $428.11 $43.9K - $49.7K
1.62K $665K
USB
Us Bancorp \De\

Financial Services
-514
- 4.73%
$43.98 - $53.66 $22.6K - $27.6K
10.4K $495K
IWM
Ishares Russell 2000 ETF

ETFs
-4
- 0.14%
$216.13 - $242.4 $865 - $970
2.95K $651K
SWAN
Amplify ETF Tr Blackswan Growt
-21.3K
- 32.98%
N/A
43.4K $0
TMUS
T Mobile Us, Inc.

Communication Services
-138
- 6.54%
$206.1 - $246.94 $28.4K - $34.1K
1.97K $435K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-98
- 1.57%
$69.3 - $74.3 $6.79K - $7.28K
6.13K $437K
BR
Broadridge Financial Solutions, Inc.

Technology
-21
- 2.07%
$209.64 - $236.44 $4.4K - $4.97K
994 $224K
CASY
Caseys General Stores Inc

Consumer Cyclical
-13
- 2.05%
$366.65 - $427.88 $4.77K - $5.56K
620 $245K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-515
- 5.01%
$42.94 - $49.52 $22.1K - $25.5K
9.76K $455K
MAIN
Main Street Capital Corp

Financial Services
-750
- 10.07%
$49.95 - $58.58 $37.5K - $43.9K
6.7K $392K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-34
- 2.15%
$316.94 - $357.88 $10.8K - $12.2K
1.55K $531K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1
- 0.18%
$338.38 - $446.21 $338 - $446
559 $243K
SNA
Snap On Inc

Industrials
-16
- 2.07%
$285.44 - $371.35 $4.57K - $5.94K
758 $257K
KKR
Kkr & Co. Inc.

Financial Services
-231
- 5.25%
$129.87 - $162.87 $30K - $37.6K
4.17K $616K
FPX
First Trust Us Equity Opportun

ETFs
-53
- 0.99%
$109.38 - $131.9 $5.8K - $6.99K
5.28K $630K
BX
Blackstone Inc.

Financial Services
-899
- 8.23%
$148.45 - $199.05 $133K - $179K
10K $1.73M
ARCC
Ares Capital Corp

Financial Services
-735
- 0.94%
$20.74 - $22.27 $15.2K - $16.4K
77.9K $1.7M
GM
General Motors CO

Consumer Cyclical
-60
- 0.72%
$44.82 - $60.2 $2.69K - $3.61K
8.23K $438K
ISRG
Intuitive Surgical Inc

Healthcare
-302
- 3.65%
$471.27 - $550.62 $142K - $166K
7.97K $4.16M
V
Visa Inc.

Financial Services
-279
- 2.22%
$273.87 - $320.91 $76.4K - $89.5K
12.3K $3.89M
AVGO
Broadcom Inc.

Technology
-648
- 1.24%
$159.67 - $250.0 $103K - $162K
51.6K $12M
Activity Summary
Buys All Purchases 129 New Holdings 22 Increased Positions 107 Sells All Sells 100 Reductions 100 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