Rda Financial Network Portfolio Holdings
Rda Financial Network
- $338 Million
- Q4 2024
Rda Financial Network has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $338 Million distributed in 239 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $12.3M, Broadcom Inc. with a value of $12M, Microsoft Corp with a value of $11.9M, Apple Inc. with a value of $11.4M, and Invesco Qqq Trust, Series 1 with a value of $11.2M.
Examining the 13F form we can see an increase of $20.9M in the current position value, from $317M to 338M.
Below you can find more details about Rda Financial Network portfolio as well as his latest detailed transactions.
Portfolio value
$338 Million
ETFs: $144 Million
Technology: $64.8 Million
Financial Services: $29.4 Million
Healthcare: $25.7 Million
Communication Services: $21.8 Million
Consumer Cyclical: $18 Million
Industrials: $12.7 Million
Consumer Defensive: $8.95 Million
Other: $12.8 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
Summary
- Portfolio
- No. of Stocks 239
- Current Value $338 Million
- Prior Value $317 Million
- Filing
- Period Q4 2024
- Filing Date January 15, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 22 stocks
- Additional Purchases 107 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks