Rda Financial Network Sells in Q4 2024

Rda Financial Network

  • $338 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-26.3K
- 43.86%
N/A
33.7K $2.89M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-20.9K
- 55.36%
$100.24 - $101.35 $2.09M - $2.12M
16.8K $1.69M
LLY
Eli Lilly & CO

Healthcare
-1.52K
- 35.15%
$727.2 - $932.06 $1.11M - $1.42M
2.81K $2.17M
ADBE
Adobe Inc.

Technology
-2.05K
- 22.56%
$437.39 - $552.96 $895K - $1.13M
7.02K $3.12M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-2.38K
- 32.13%
$396.64 - $516.74 $942K - $1.23M
5.02K $2.02M
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-25.8K
- 50.26%
$43.02 - $47.32 $1.11M - $1.22M
25.5K $1.1M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-20.2K
- 49.88%
$50.73 - $51.08 $1.03M - $1.03M
20.3K $1.03M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-27.8K
- 37.44%
$32.65 - $33.68 $908K - $937K
46.5K $1.52M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-12.6K
- 26.21%
$51.09 - $55.27 $645K - $698K
35.6K $1.82M
SHV
Ishares Tr

ETFs
-5.7K
- 48.58%
$109.92 - $110.57 $627K - $630K
6.04K $664K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-5.21K
- 34.19%
$100.16 - $100.7 $521K - $524K
10K $1.01M
ACWI
Ishares Msci Acwi ETF

ETFs
-3.21K
- 12.15%
$117.05 - $123.03 $376K - $395K
23.2K $2.73M
IVW
Ishares S&P 500 Growth ETF

ETFs
-4.36K
- 54.72%
$94.43 - $105.47 $411K - $459K
3.6K $365K
VHT
Vanguard Health Care ETF

ETFs
-425
- 6.49%
$250.81 - $283.3 $107K - $120K
6.13K $1.55M
HDV
Ishares Core High Dividend ETF

ETFs
-1.69K
- 11.22%
$110.82 - $121.28 $187K - $204K
13.3K $1.5M
IEFA
Ishares Tr

ETFs
-3K
- 38.8%
$70.06 - $77.43 $210K - $232K
4.73K $332K
XSLV
Invesco ETF Tr Ii S&P Smallcap

ETFs
-5.21K
- 38.76%
$46.92 - $51.34 $245K - $268K
8.24K $388K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-493
- 39.5%
$521.84 - $558.82 $257K - $275K
755 $406K
ITB
Ishares Tr

ETFs
-30
- 0.31%
$103.31 - $129.34 $3.1K - $3.88K
9.72K $1M
VTV
Vanguard Value ETF

ETFs
-943
- 9.6%
$168.32 - $181.87 $159K - $172K
8.88K $1.5M
ALGN
Align Technology Inc

Healthcare
-406
- 19.45%
$205.03 - $245.32 $83.2K - $99.6K
1.68K $350K
XOM
Exxon Mobil Corp

Energy
-968
- 12.42%
$105.51 - $125.37 $102K - $121K
6.83K $734K
O
Realty Income Corp

Real Estate
-4
- 0.02%
$51.76 - $64.71 $207 - $259
17K $907K
AOK
Ishares Tr Core Conservative A

ETFs
-3.3K
- 13.52%
$37.3 - $38.64 $123K - $127K
21.1K $786K
SPYG
Spdr Portfolio

ETFs
-4.17K
- 8.77%
$81.74 - $91.38 $341K - $381K
43.3K $3.81M
HON
Honeywell International Inc

Industrials
-761
- 33.75%
$202.84 - $236.0 $154K - $180K
1.49K $337K
SOXX
Ishares Semiconductor ETF

ETFs
-375
- 13.6%
$211.27 - $239.8 $79.2K - $89.9K
2.38K $513K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-1.2K
- 4.35%
$47.77 - $51.75 $57.3K - $62.1K
26.4K $1.27M
OKE
Oneok Inc

Energy
-1.8K
- 25.17%
$92.28 - $117.05 $166K - $211K
5.35K $537K
WELL
Welltower Inc.

Real Estate
-655
- 4.26%
$123.11 - $139.3 $80.6K - $91.2K
14.7K $1.86M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.34K
- 9.54%
$44.04 - $49.49 $58.9K - $66.2K
12.7K $558K
DOW
Dow Inc.

Basic Materials
-76
- 1.01%
$39.1 - $55.34 $2.97K - $4.21K
7.46K $299K
JNJ
Johnson & Johnson

Healthcare
-38
- 0.63%
$143.34 - $165.86 $5.45K - $6.3K
6K $867K
VEA
Vanguard Ftse Developed Market

ETFs
-680
- 4.33%
$47.57 - $52.44 $32.3K - $35.7K
15K $717K
STZ
Constellation Brands, Inc.

Consumer Defensive
-166
- 9.18%
$219.66 - $257.62 $36.5K - $42.8K
1.64K $362K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-6.62K
- 4.85%
$17.93 - $18.8 $119K - $124K
130K $2.37M
DGRO
Ishares Core Dividend Growth E

ETFs
-1.34K
- 16.63%
$60.73 - $64.94 $81.3K - $87K
6.72K $411K
SBUX
Starbucks Corp

Consumer Cyclical
-738
- 18.93%
$87.44 - $102.5 $64.5K - $75.6K
3.16K $288K
AOM
Ishares Tr Core Moderate Alloc

ETFs
-900
- 3.27%
$43.44 - $45.05 $39.1K - $40.5K
26.6K $1.16M
GLD
Spdr Gold Trust

ETFs
-326
- 6.44%
$236.59 - $257.5 $77.1K - $83.9K
4.74K $1.15M
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-1.31K
- 4.15%
$17.87 - $19.48 $23.4K - $25.5K
30.3K $544K
EPR
Epr Properties

Real Estate
-22
- 0.16%
$43.17 - $49.39 $950 - $1.09K
13.9K $616K
PMT
Penny Mac Mortgage Investment Trust

Real Estate
-2.5K
- 13.04%
$12.44 - $14.36 $31.1K - $35.9K
16.7K $209K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-263
- 1.45%
$113.92 - $127.38 $30K - $33.5K
17.8K $2.05M
VNQ
Vanguard Specialized Funds Van

ETFs
-389
- 12.44%
$87.85 - $98.6 $34.2K - $38.4K
2.74K $243K
BA
Boeing CO

Industrials
-719
- 26.36%
$138.14 - $180.72 $99.3K - $130K
2.01K $355K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-165
- 0.27%
$126.68 - $134.74 $20.9K - $22.2K
60.1K $7.67M
T
At&T Inc.

Communication Services
-3.27K
- 14.23%
$21.22 - $23.88 $69.4K - $78.1K
19.7K $448K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-208
- 16.04%
$238.25 - $261.28 $49.6K - $54.3K
1.09K $263K
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
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