Rtd Financial Advisors, Inc. Portfolio Holdings

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.