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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$71B
$1.86 Million 0.55% of portfolio
14,736
Q4 2024 Reduced 4.26%
$375B
$1.87 Million 0.55% of portfolio
4,799
Q4 2024 Added 11.04%
$951B
$1.86 Million 0.55% of portfolio
9,742
Q4 2024 Added 27.28%
$0
$1.82 Million 0.54% of portfolio
35,553
Q4 2024 Reduced 26.21%
$523B
$1.79 Million 0.53% of portfolio
3,396
Q4 2024 Added 15.08%
$117B
$1.76 Million 0.52% of portfolio
3,629
Q4 2024 Added 2.92%
$99.1B
$1.73 Million 0.51% of portfolio
10,024
Q4 2024 Reduced 8.23%
$100B
$1.73 Million 0.51% of portfolio
20,961
Q4 2024 Added 8.95%
$0
$1.71 Million 0.51% of portfolio
42,334
Q4 2024 Reduced 0.05%
$142B
$1.72 Million 0.51% of portfolio
64,994
Q4 2024 Added 497.92%
$0
$1.72 Million 0.51% of portfolio
175,609
Q4 2024 Added 6.01%
$0
$1.7 Million 0.5% of portfolio
77,860
Q4 2024 Reduced 0.94%
$0
$1.69 Million 0.5% of portfolio
16,848
Q4 2024 Reduced 55.36%
$104B
$1.61 Million 0.48% of portfolio
7,568
Q4 2024 Added 21.11%
$0
$1.6 Million 0.47% of portfolio
52,393
Q4 2024 Added 3.93%
$0
$1.55 Million 0.46% of portfolio
6,125
Q4 2024 Reduced 6.49%
$0
$1.52 Million 0.45% of portfolio
46,475
Q4 2024 Reduced 37.44%
$127B
$1.51 Million 0.45% of portfolio
5,151
Q4 2024 New
$0
$1.5 Million 0.44% of portfolio
8,878
Q4 2024 Reduced 9.6%
$0
$1.5 Million 0.44% of portfolio
13,333
Q4 2024 Reduced 11.22%
$13.5B
$1.48 Million 0.44% of portfolio
25,781
Q4 2024 Added 13.41%
$0
$1.4 Million 0.42% of portfolio
27,369
Q4 2024 Added 48.62%
$0
$1.42 Million 0.42% of portfolio
51,818
Q4 2024 Added 217.69%
$95B
$1.38 Million 0.41% of portfolio
6,816
Q4 2024 Added 18.35%
$30.8B
$1.38 Million 0.41% of portfolio
26,320
Q4 2024 Added 16.19%
$0
$1.36 Million 0.4% of portfolio
56,667
Q4 2024 New
$173B
$1.32 Million 0.39% of portfolio
8,589
Q4 2024 Added 20.31%
$0
$1.3 Million 0.39% of portfolio
36,972
Q4 2024 Added 5.87%
$0
$1.27 Million 0.38% of portfolio
26,387
Q4 2024 Reduced 4.35%
$0
$1.28 Million 0.38% of portfolio
24,407
Q4 2024 Added 154.48%
$62.5B
$1.26 Million 0.37% of portfolio
2,433
Q4 2024 Added 19.97%
$0
$1.2 Million 0.36% of portfolio
6,852
Q4 2024 Reduced 0.39%
$99.4B
$1.15 Million 0.34% of portfolio
4,738
Q4 2024 Reduced 6.44%
$0
$1.16 Million 0.34% of portfolio
26,640
Q4 2024 Reduced 3.27%
$0
$1.15 Million 0.34% of portfolio
4,931
Q4 2024 Added 19.28%
$0
$1.16 Million 0.34% of portfolio
11,953
Q4 2024 Added 55.72%
$0
$1.1 Million 0.33% of portfolio
25,538
Q4 2024 Reduced 50.26%
$0
$1.11 Million 0.33% of portfolio
6,117
Q4 2024 Reduced 0.36%
$35B
$1.08 Million 0.32% of portfolio
2,605
Q4 2024 Added 47.09%
$16.2B
$1.08 Million 0.32% of portfolio
19,628
Q4 2024 Added 25.04%
$174B
$1.07 Million 0.32% of portfolio
2,947
Q4 2024 Added 5.67%
$0
$1.04 Million 0.31% of portfolio
13,613
Q4 2024 Reduced 1.15%
$191B
$1.05 Million 0.31% of portfolio
26,318
Q4 2024 Added 7.8%
$1.39B
$1.06 Million 0.31% of portfolio
17,546
Q4 2024 Added 18.68%
$0
$1.03 Million 0.31% of portfolio
20,336
Q4 2024 Reduced 49.88%
$0
$1.01 Million 0.3% of portfolio
10,019
Q4 2024 Reduced 34.19%
$0
$1 Million 0.3% of portfolio
113,638
Q4 2024 Added 2.22%
$0
$1 Million 0.3% of portfolio
9,716
Q4 2024 Reduced 0.31%
$35.8B
$907,000 0.27% of portfolio
16,999
Q4 2024 Reduced 0.02%

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
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