Rda Financial Network Sells in Q2 2025

Rda Financial Network

  • $363 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IOO
Ishares Tr Global 100 ETF

ETFs
-23K
- 85.12%
$84.95 - $107.81 $1.95M - $2.48M
4.02K $431K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-23K
- 55.0%
$58.41 - $72.69 $1.34M - $1.67M
18.8K $1.37M
ADI
Analog Devices Inc

Technology
-6.61K
- 80.0%
$164.6 - $238.02 $1.09M - $1.57M
1.65K $393K
BAC
Bank Of America Corp

Financial Services
-30.9K
- 59.14%
$34.39 - $47.46 $1.06M - $1.47M
21.3K $1.01M
CRM
Salesforce, Inc.

Technology
-4.36K
- 83.21%
$236.26 - $291.15 $1.03M - $1.27M
880 $239K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-7.7K
- 62.38%
$141.37 - $228.57 $1.09M - $1.76M
4.64K $1.05M
CAT
Caterpillar Inc

Industrials
-2.69K
- 82.9%
$273.94 - $388.21 $737K - $1.04M
555 $215K
GLD
Spdr Gold Trust

ETFs
-3.05K
- 66.66%
$273.71 - $316.29 $833K - $963K
1.52K $464K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-14.1K
- 69.0%
$45.98 - $56.15 $648K - $791K
6.33K $355K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-16.7K
- 31.8%
$27.3 - $31.8 $457K - $533K
35.9K $1.14M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-207
- 4.09%
$421.16 - $509.5 $87.2K - $105K
4.85K $2.16M
XLV
Select Sector Spdr Fund Health

ETFs
-1.16K
- 28.18%
$128.77 - $144.3 $149K - $167K
2.95K $397K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-3.65K
- 14.38%
$38.81 - $44.28 $142K - $162K
21.7K $922K
LLY
Eli Lilly & CO

Healthcare
-34
- 1.08%
$713.71 - $898.95 $24.3K - $30.6K
3.12K $2.44M
AMGN
Amgen Inc

Healthcare
-432
- 32.29%
$262.28 - $309.85 $113K - $134K
906 $252K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-5.2K
- 13.7%
$32.62 - $33.58 $170K - $175K
32.8K $1.1M
USRT
Ishares Core U.S. Reit ETF

ETFs
-2.3K
- 23.06%
$50.37 - $57.97 $116K - $133K
7.66K $433K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-2.61K
- 16.03%
$50.1 - $51.02 $131K - $133K
13.7K $696K
SHV
Ishares Tr

ETFs
-1.15K
- 19.2%
$110.06 - $110.46 $127K - $127K
4.85K $535K
VZ
Verizon Communications Inc

Communication Services
-1.39K
- 4.5%
$41.67 - $45.62 $57.9K - $63.4K
29.5K $1.27M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.17K
- 12.61%
$100.35 - $100.71 $117K - $118K
8.11K $816K
WELL
Welltower Inc.

Real Estate
-781
- 5.65%
$136.49 - $155.22 $107K - $121K
13K $2M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-4.75K
- 5.31%
$22.68 - $23.28 $108K - $111K
84.7K $1.96M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-906
- 5.97%
$102.02 - $103.5 $92.4K - $93.8K
14.3K $1.47M
PFE
Pfizer Inc

Healthcare
-816
- 1.19%
$21.59 - $24.84 $17.6K - $20.3K
67.8K $1.64M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-948
- 12.17%
$152.93 - $181.74 $145K - $172K
6.84K $1.24M
EPD
Enterprise Products Partners L.P.

Energy
-413
- 1.92%
$28.95 - $34.22 $12K - $14.1K
21.1K $653K
XOM
Exxon Mobil Corp

Energy
-116
- 1.99%
$99.93 - $119.04 $11.6K - $13.8K
5.73K $617K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-1.4K
- 19.41%
$41.42 - $46.68 $57.9K - $65.3K
5.8K $264K
VO
Vanguard Mid Cap ETF

ETFs
-323
- 29.15%
$228.54 - $279.83 $73.8K - $90.4K
785 $219K
ARCC
Ares Capital Corp

Financial Services
-2.18K
- 2.77%
$18.91 - $22.43 $41.3K - $49K
76.7K $1.68M
GLDM
World Gold Trust

ETFs
-1.39K
- 22.45%
$58.96 - $67.97 $81.7K - $94.2K
4.79K $313K
HDV
Ishares Core High Dividend ETF

ETFs
-265
- 1.97%
$108.41 - $120.51 $28.7K - $31.9K
13.2K $1.55M
FBT
First Trust Nyse Arca Biotechn

ETFs
-341
- 18.77%
$145.67 - $165.99 $49.7K - $56.6K
1.48K $238K
FEX
First Tr Large Cap Core Alphde

ETFs
-870
- 18.92%
$90.17 - $109.96 $78.4K - $95.7K
3.73K $410K
XLY
Select Sector Spdr Consumer Di

ETFs
-391
- 27.93%
$176.34 - $218.59 $68.9K - $85.5K
1.01K $219K
KR
Kroger CO

Consumer Defensive
-1.17K
- 14.71%
$64.62 - $74.0 $75.3K - $86.2K
6.75K $484K
PEP
Pepsico Inc

Consumer Defensive
-140
- 7.58%
$128.02 - $151.37 $17.9K - $21.2K
1.71K $225K
O
Realty Income Corp

Real Estate
-736
- 4.2%
$52.27 - $58.52 $38.5K - $43.1K
16.8K $966K
XEL
Xcel Energy Inc

Utilities
-498
- 10.49%
$65.65 - $72.39 $32.7K - $36.1K
4.25K $289K
STZ
Constellation Brands, Inc.

Consumer Defensive
-82
- 5.35%
$160.0 - $195.62 $13.1K - $16K
1.45K $236K
GBDC
Golub Capital Bdc, Inc.

Financial Services
-1.41K
- 3.93%
$13.03 - $15.28 $18.3K - $21.5K
34.4K $503K
FNF
Fidelity National Financial, Inc.

Financial Services
-86
- 2.15%
$53.62 - $66.59 $4.61K - $5.73K
3.91K $219K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.84K
- 5.34%
$45.11 - $52.34 $83.1K - $96.4K
32.7K $1.71M
CMCSA
Comcast Corp

Communication Services
-681
- 6.28%
$32.84 - $36.72 $22.4K - $25K
10.2K $362K
ORCL
Oracle Corp

Technology
-7.54K
- 36.87%
$122.82 - $218.63 $926K - $1.65M
12.9K $2.82M
SNA
Snap On Inc

Industrials
-29
- 3.84%
$292.36 - $342.2 $8.48K - $9.92K
726 $225K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-340
- 0.97%
N/A
34.9K $2.99M
PGR
Progressive Corp

Financial Services
-16
- 1.59%
$255.27 - $288.74 $4.08K - $4.62K
990 $264K
Activity Summary
Buys All Purchases 130 New Holdings 25 Increased Positions 105 Sells All Sells 106 Reductions 106 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