Rtd Financial Advisors, Inc. Portfolio Holdings
Rtd Financial Advisors, Inc.
- $743 Million
- Q1 2025
Rtd Financial Advisors, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $743 Million distributed in 117 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $81.2M, Vanguard Bd Index Fd Inc Total with a value of $49M, Ishares Core S&P Mid Cap ETF with a value of $43.8M, Invesco Actively Managed ETF T with a value of $40M, and Ishares Russell 1000 Gr ETF with a value of $36.8M.
Examining the 13F form we can see an decrease of $36.2M in the current position value, from $779M to 743M.
Below you can find more details about Rtd Financial Advisors, Inc. portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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