Rda Financial Network has filed its 13F form on July 10, 2024 for Q2 2024 where it was disclosed a total value porftolio of $300 Million distributed in 228 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11.1M, Nvidia Corp with a value of $10.8M, Invesco Qqq Trust, Series 1 with a value of $10.4M, Apple Inc. with a value of $8.59M, and Alphabet Inc. with a value of $8.47M.

Examining the 13F form we can see an increase of $13.7M in the current position value, from $287M to 300M.

Below you can find more details about Rda Financial Network portfolio as well as his latest detailed transactions.

Portfolio value $300 Million
ETFs: $136 Million
Technology: $53.2 Million
Healthcare: $27.4 Million
Financial Services: $25.6 Million
Communication Services: $17.2 Million
Consumer Cyclical: $13 Million
Industrials: $8.85 Million
Consumer Defensive: $6.79 Million
Other: $12.4 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 228
  • Current Value $300 Million
  • Prior Value $287 Million
  • Filing
  • Period Q2 2024
  • Filing Date July 10, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 14 stocks
  • Additional Purchases 102 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 98 stocks
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