Rtd Financial Advisors, Inc. Portfolio Holdings
Rtd Financial Advisors, Inc.
- $789 Million
- Q3 2024
Rtd Financial Advisors, Inc. has filed its 13F form on October 30, 2024 for Q3 2024 where it was disclosed a total value porftolio of $789 Million distributed in 111 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 $86.5M, Vanguard Bd Index Fd Inc Total with a value of $49.7M, Ishares Russell 1000 Gr ETF with a value of $46M, Ishares Russell Mid Cap Growth with a value of $38.1M, and Invesco Actively Managed ETF T with a value of $37.8M.
Examining the 13F form we can see an increase of $45.9M in the current position value, from $744M to 789M.
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 Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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