Rda Financial Network Portfolio Holdings

Rda Financial Network

  • $329 Million
  • Q1 2025

Rda Financial Network has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $329 Million distributed in 243 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11M, Apple Inc. with a value of $10.4M, Invesco Qqq Trust, Series 1 with a value of $10.3M, Nvidia Corp with a value of $10.1M, and Amazon Com Inc with a value of $9.6M.

Examining the 13F form we can see an decrease of $8.81M in the current position value, from $338M to 329M.

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

Portfolio value $329 Million
ETFs: $140 Million
Technology: $55.9 Million
Financial Services: $32.5 Million
Healthcare: $27.4 Million
Communication Services: $20.5 Million
Consumer Cyclical: $16.3 Million
Industrials: $13.2 Million
Consumer Defensive: $7.84 Million
Other: $15.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.95 Million 0.59% of portfolio
70,568
Q1 2025 Added 36.18%
$377B
$1.9 Million 0.58% of portfolio
5,183
Q1 2025 Added 8.0%
$97.2B
$1.92 Million 0.58% of portfolio
20,878
Q1 2025 Reduced 0.4%
$0
$1.91 Million 0.58% of portfolio
6,995
Q1 2025 Added 1.91%
$264B
$1.84 Million 0.56% of portfolio
9,180
Q1 2025 Added 446.43%
$0
$1.84 Million 0.56% of portfolio
17,728
Q1 2025 Reduced 0.57%
$0
$1.73 Million 0.53% of portfolio
18,491
Q1 2025 Reduced 12.29%
$131B
$1.74 Million 0.53% of portfolio
5,704
Q1 2025 Added 10.74%
$136B
$1.74 Million 0.53% of portfolio
68,585
Q1 2025 Added 5.53%
$0
$1.75 Million 0.53% of portfolio
78,844
Q1 2025 Added 1.26%
$0
$1.75 Million 0.53% of portfolio
34,495
Q1 2025 Reduced 2.98%
$96B
$1.71 Million 0.52% of portfolio
7,396
Q1 2025 Added 8.51%
$60.7B
$1.72 Million 0.52% of portfolio
2,919
Q1 2025 Added 19.98%
$0
$1.7 Million 0.52% of portfolio
42,138
Q1 2025 Reduced 0.46%
$0
$1.72 Million 0.52% of portfolio
179,409
Q1 2025 Added 2.16%
$120B
$1.67 Million 0.51% of portfolio
8,266
Q1 2025 Added 9.22%
$0
$1.61 Million 0.49% of portfolio
13,478
Q1 2025 Added 1.09%
$0
$1.61 Million 0.49% of portfolio
6,143
Q1 2025 Added 0.29%
$12B
$1.6 Million 0.49% of portfolio
28,291
Q1 2025 Added 9.74%
$0
$1.57 Million 0.48% of portfolio
15,180
Q1 2025 Reduced 9.9%
$0
$1.56 Million 0.47% of portfolio
52,662
Q1 2025 Added 0.51%
$0
$1.48 Million 0.45% of portfolio
8,681
Q1 2025 Reduced 2.22%
$179B
$1.48 Million 0.45% of portfolio
9,651
Q1 2025 Added 12.36%
$268B
$1.41 Million 0.43% of portfolio
5,241
Q1 2025 Added 11.8%
$185B
$1.4 Million 0.43% of portfolio
30,843
Q1 2025 Added 17.19%
$101B
$1.4 Million 0.42% of portfolio
9,991
Q1 2025 Reduced 0.33%
$0
$1.37 Million 0.42% of portfolio
58,111
Q1 2025 Added 2.55%
$0
$1.35 Million 0.41% of portfolio
27,212
Q1 2025 Added 3.13%
$0
$1.34 Million 0.41% of portfolio
7,792
Q1 2025 Added 13.72%
$0
$1.32 Million 0.4% of portfolio
36,876
Q1 2025 Reduced 0.26%
$106B
$1.32 Million 0.4% of portfolio
4,568
Q1 2025 Reduced 3.59%
$0
$1.26 Million 0.38% of portfolio
37,967
Q1 2025 Reduced 18.31%
$0
$1.25 Million 0.38% of portfolio
25,770
Q1 2025 Reduced 5.84%
$0
$1.26 Million 0.38% of portfolio
6,119
Q1 2025 Added 24.09%
$0
$1.14 Million 0.35% of portfolio
26,090
Q1 2025 Reduced 2.06%
$0
$1.13 Million 0.34% of portfolio
113,638
Q4 2024 Added 2.22%
$0
$1.11 Million 0.34% of portfolio
25,388
Q1 2025 Reduced 0.59%
$0
$1.11 Million 0.34% of portfolio
6,115
Q1 2025 Reduced 0.03%
$189B
$1.07 Million 0.33% of portfolio
3,245
Q1 2025 Added 10.11%
$0
$1.01 Million 0.31% of portfolio
16,961
Q1 2025 Reduced 30.51%
$35.4B
$1.02 Million 0.31% of portfolio
17,506
Q1 2025 Added 2.98%
$0
$1.03 Million 0.31% of portfolio
13,512
Q1 2025 Reduced 0.74%
$1.4B
$1.03 Million 0.31% of portfolio
20,422
Q1 2025 Added 16.39%
$409B
$979,000 0.3% of portfolio
5,909
Q1 2025 Reduced 1.53%
$0
$946,000 0.29% of portfolio
10,026
Q1 2025 Added 3.19%
$0
$934,000 0.28% of portfolio
9,280
Q1 2025 Reduced 7.38%
$0
$863,000 0.26% of portfolio
34,512
Q1 2025 Added 7.38%
$0
$829,000 0.25% of portfolio
16,256
Q1 2025 Reduced 20.06%
$0
$820,000 0.25% of portfolio
7,567
Q1 2025 Added 4.91%

Summary

  • Portfolio
  • No. of Stocks 243
  • Current Value $329 Million
  • Prior Value $338 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 110 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 102 stocks
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