Rda Financial Network Sells in Q4 2025

Rda Financial Network

  • $402 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-29.3K
- 82.57%
$98.0 - $102.56 $2.87M - $3.01M
6.19K $626K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-44.4K
- 84.98%
$44.38 - $44.96 $1.97M - $1.99M
7.84K $348K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
-50.6K
- 84.28%
$23.4 - $23.6 $1.18M - $1.19M
9.44K $221K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-21.1K
- 62.02%
$54.27 - $56.85 $1.15M - $1.2M
12.9K $726K
ISRG
Intuitive Surgical Inc

Healthcare
-3.75K
- 35.46%
$429.59 - $576.2 $1.61M - $2.16M
6.82K $3.73M
ORCL
Oracle Corp

Technology
-929
- 8.97%
$217.57 - $313.0 $202K - $291K
9.43K $2.07M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-23.6K
- 70.6%
$33.05 - $33.87 $780K - $800K
9.83K $330K
JPM
Jpmorgan Chase & CO

Financial Services
-518
- 1.73%
$294.11 - $320.41 $152K - $166K
29.4K $8.83M
IVV
Ishares Core S&P 500 ETF

ETFs
-854
- 47.42%
$656.2 - $690.71 $560K - $590K
947 $639K
MPWR
Monolithic Power Systems Inc

Technology
-537
- 25.69%
$904.44 - $1105.05 $486K - $593K
1.55K $1.43M
BX
Blackstone Inc.

Financial Services
-86
- 0.87%
$138.42 - $168.45 $11.9K - $14.5K
9.85K $1.36M
HD
Home Depot, Inc.

Consumer Cyclical
-28
- 0.46%
$358.03 - $397.02 $10K - $11.1K
6.12K $2.19M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-959
- 51.56%
$245.79 - $258.02 $236K - $247K
901 $221K
GOOG
Alphabet Inc.

Communication Services
-2.85K
- 21.13%
$237.49 - $291.74 $677K - $832K
10.6K $3.04M
PG
Procter & Gamble CO

Consumer Defensive
-928
- 8.25%
$145.5 - $153.18 $135K - $142K
10.3K $1.51M
WELL
Welltower Inc.

Real Estate
-2.06K
- 16.18%
$165.94 - $193.82 $342K - $399K
10.7K $2.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-860
- 5.06%
$280.66 - $305.09 $241K - $262K
16.1K $4.55M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-938
- 11.68%
$191.01 - $199.18 $179K - $187K
7.1K $1.38M
DGRO
Ishares Core Dividend Growth E

ETFs
-2.71K
- 31.78%
$66.93 - $69.17 $181K - $187K
5.81K $397K
LQD
Ishares Iboxx $ Investment Gra

ETFs
-1.52K
- 21.79%
$110.25 - $112.92 $168K - $172K
5.46K $601K
UNH
Unitedhealth Group Inc

Healthcare
-403
- 28.91%
$320.52 - $369.92 $129K - $149K
991 $317K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-1.13K
- 8.2%
$114.27 - $121.15 $129K - $137K
12.7K $1.48M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-3.42K
- 9.31%
$56.5 - $60.52 $193K - $207K
33.3K $1.95M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.16K
- 17.89%
$100.37 - $100.72 $116K - $117K
5.32K $534K
SYM
Symbotic Inc.

Financial Services
-2.14K
- 37.01%
$58.1 - $81.83 $124K - $175K
3.64K $211K
EPR
Epr Properties

Real Estate
-45
- 0.32%
$48.97 - $58.32 $2.2K - $2.62K
14.2K $729K
ITB
Ishares Tr

ETFs
-10
- 0.11%
$97.11 - $109.24 $971 - $1.09K
8.98K $871K
SHV
Ishares Tr

ETFs
-734
- 19.43%
$110.15 - $110.49 $80.9K - $81.1K
3.04K $335K
SPYG
Spdr Portfolio

ETFs
-856
- 2.01%
$102.4 - $109.39 $87.7K - $93.6K
41.6K $4.36M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-228
- 1.25%
$589.5 - $635.77 $134K - $145K
18.1K $10.9M
T
At&T Inc.

Communication Services
-569
- 3.12%
$24.44 - $27.55 $13.9K - $15.7K
17.7K $449K
USRT
Ishares Core U.S. Reit ETF

ETFs
-980
- 14.65%
$56.64 - $59.67 $55.5K - $58.5K
5.71K $330K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-101
- 15.37%
$600.51 - $631.95 $60.7K - $63.8K
556 $343K
AOK
Ishares Tr Core Conservative A

ETFs
-1.47K
- 7.49%
$39.89 - $40.78 $58.8K - $60.1K
18.2K $732K
PYPL
Pay Pal Holdings, Inc.

Financial Services
-528
- 12.73%
$61.89 - $76.13 $32.7K - $40.2K
3.62K $224K
CMCSA
Comcast Corp

Communication Services
-274
- 2.56%
$26.98 - $31.09 $7.39K - $8.52K
10.4K $283K
PFE
Pfizer Inc

Healthcare
-914
- 1.3%
$24.23 - $27.37 $22.1K - $25K
69.4K $1.74M
FPX
First Trust Us Equity Opportun

ETFs
-35
- 0.69%
$156.44 - $170.2 $5.48K - $5.96K
5.02K $788K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-646
- 0.83%
$56.0 - $57.6 $36.2K - $37.2K
77.6K $4.4M
TSLA
Tesla, Inc.

Consumer Cyclical
-6
- 0.47%
$401.99 - $468.37 $2.41K - $2.81K
1.26K $516K
USB
Us Bancorp \De\

Financial Services
-363
- 3.68%
$45.28 - $48.26 $16.4K - $17.5K
9.49K $431K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-1.14K
- 4.96%
$33.69 - $34.08 $38.4K - $38.9K
21.8K $736K
TIP
Ishares Tr Tips Bd ETF

ETFs
-350
- 13.14%
$110.58 - $112.2 $38.7K - $39.3K
2.31K $256K
FEX
First Tr Large Cap Core Alphde

ETFs
-306
- 8.43%
$113.91 - $118.65 $34.9K - $36.3K
3.32K $383K
ITM
Vaneck Intermediate Muni ETF

ETFs
-885
- 15.39%
$46.53 - $47.21 $41.2K - $41.8K
4.87K $228K
DIS
Walt Disney CO

Communication Services
-126
- 4.82%
$105.69 - $116.65 $13.3K - $14.7K
2.49K $262K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-115
- 1.67%
$185.12 - $192.11 $21.3K - $22.1K
6.77K $1.27M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-692
- 5.71%
$56.33 - $59.22 $39K - $41K
11.4K $660K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-274
- 2.92%
$242.67 - $261.79 $66.5K - $71.7K
9.12K $2.28M
Activity Summary
Buys All Purchases 147 New Holdings 16 Increased Positions 131 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
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