Rda Financial Network Purchases in Q1 2025

Rda Financial Network

  • $329 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
V
Visa Inc.

Financial Services
4.85K
+ 39.44%
$306.92 - $362.71 $1.49M - $1.76M
17.1K $6.01M
GE
General Electric CO

Industrials
7.5K
+ 446.43%
$168.59 - $212.13 $1.26M - $1.59M
9.18K $1.84M
CVX
Chevron Corp

Energy
8.59K
+ 214.96%
$146.71 - $167.97 $1.26M - $1.44M
12.6K $2.11M
ISRG
Intuitive Surgical Inc

Healthcare
2.09K
+ 26.25%
$476.63 - $610.45 $997K - $1.28M
10.1K $4.98M
BRK-A
Berkshire Hathaway Inc

Financial Services
1
New
$663000.0 - $801950.0 $663K - $802K
1 $798K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
18.8K
+ 36.18%
$27.01 - $28.54 $506K - $535K
70.6K $1.95M
ROP
Roper Technologies Inc

Industrials
486
+ 19.98%
$502.71 - $593.81 $244K - $289K
2.92K $1.72M
LLY
Eli Lilly & CO

Healthcare
348
+ 12.38%
$725.72 - $929.72 $253K - $324K
3.16K $2.61M
ELV
Elevance Health, Inc.

Healthcare
82
+ 1.28%
$365.9 - $436.25 $30K - $35.8K
6.47K $2.79M
XLG
Invesco Exchange Traded Fd Tr

ETFs
9.49K
New
$45.72 - $51.73 $434K - $491K
9.49K $435K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
60
+ 1.18%
$442.66 - $534.52 $26.6K - $32.1K
5.13K $2.7M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
6.14K
New
$53.69 - $62.68 $330K - $385K
6.14K $373K
URTH
Ishares Msci World ETF

ETFs
2.33K
New
$151.24 - $164.09 $353K - $382K
2.33K $356K
COST
Costco Wholesale Corp

Consumer Defensive
249
+ 6.21%
$890.62 - $1076.86 $222K - $268K
4.26K $4.03M
VZ
Verizon Communications Inc

Communication Services
4.53K
+ 17.19%
$37.81 - $46.49 $171K - $210K
30.8K $1.4M
WM
Waste Management Inc

Industrials
580
+ 8.51%
$200.54 - $233.78 $116K - $136K
7.4K $1.71M
DUK
Duke Energy Corp

Utilities
2.73K
New
$105.87 - $121.97 $289K - $333K
2.73K $332K
UNH
Unitedhealth Group Inc

Healthcare
304
+ 3.39%
$461.52 - $548.18 $140K - $167K
9.28K $4.86M
SCHQ
Schwab Strategic Tr Long Term

ETFs
7.96K
New
$30.72 - $33.22 $245K - $265K
7.96K $258K
SLGN
Silgan Holdings Inc

Consumer Cyclical
4.73K
New
$48.82 - $56.15 $231K - $265K
4.73K $239K
ADP
Automatic Data Processing Inc

Industrials
553
+ 10.74%
$286.85 - $318.64 $159K - $176K
5.7K $1.74M
BKR
Baker Hughes CO

Energy
5.3K
New
$41.16 - $48.85 $218K - $259K
5.3K $232K
XLI
Industrial Sector Spdr

ETFs
1.79K
New
$128.78 - $141.67 $230K - $253K
1.79K $232K
AME
Ametek Inc

Industrials
1.32K
New
$170.39 - $190.43 $225K - $251K
1.32K $227K
GILD
Gilead Sciences, Inc.

Healthcare
2.03K
New
$89.14 - $117.41 $181K - $238K
2.03K $227K
TPL
Texas Pacific Land Corp

Energy
166
New
$1180.08 - $1431.01 $196K - $238K
166 $219K
PM
Philip Morris International Inc.

Consumer Defensive
1.37K
New
$117.15 - $158.79 $161K - $218K
1.37K $218K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.63K
New
$80.53 - $147.57 $131K - $241K
1.63K $215K
CB
Chubb LTD

Financial Services
713
New
$257.71 - $301.99 $184K - $215K
713 $215K
FAST
Fastenal CO

Industrials
2.66K
New
$71.11 - $79.98 $189K - $213K
2.66K $206K
ABT
Abbott Laboratories

Healthcare
1.54K
New
$111.1 - $140.22 $171K - $215K
1.54K $203K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.7K
+ 14.24%
$168.16 - $186.21 $286K - $317K
13.6K $2.31M
MA
Mastercard Inc

Financial Services
183
+ 5.39%
$504.67 - $576.31 $92.4K - $105K
3.58K $1.96M
GLDM
World Gold Trust

ETFs
2.12K
+ 52.11%
$52.19 - $61.89 $110K - $131K
6.17K $376K
QCOM
Qualcomm Inc

Technology
1.06K
+ 12.36%
$151.94 - $175.86 $161K - $187K
9.65K $1.48M
IEMG
Ishares Inc

ETFs
2.93K
+ 50.88%
N/A
8.68K $465K
XLV
Select Sector Spdr Fund Health

ETFs
827
+ 25.2%
$137.61 - $149.68 $114K - $124K
4.11K $593K
RSP
Invesco S&P 500 Equal Weight E

ETFs
940
+ 13.72%
$169.43 - $182.84 $159K - $172K
7.79K $1.34M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
1.52K
+ 4.51%
N/A
35.2K $3.02M
TMUS
T Mobile Us, Inc.

Communication Services
149
+ 7.56%
$211.3 - $272.83 $31.5K - $40.7K
2.12K $565K
EPR
Epr Properties

Real Estate
427
+ 3.06%
$43.98 - $53.81 $18.8K - $23K
14.4K $742K
CPRT
Copart Inc

Consumer Cyclical
2.51K
+ 9.74%
$52.3 - $59.83 $131K - $150K
28.3K $1.6M
T
At&T Inc.

Communication Services
319
+ 1.62%
$21.56 - $28.28 $6.88K - $9.02K
20K $566K
XLF
Financial Sector Spdr

ETFs
1.34K
+ 2.29%
$47.32 - $52.19 $63.4K - $69.9K
59.7K $2.94M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1.34K
+ 1.53%
$44.41 - $45.98 $59.4K - $61.5K
88.7K $4.04M
XLK
Technology Sector Spdr

ETFs
1.19K
+ 24.09%
$206.38 - $242.18 $245K - $288K
6.12K $1.26M
ABBV
Abb Vie Inc.

Healthcare
287
+ 16.59%
$169.2 - $216.66 $48.6K - $62.2K
2.02K $422K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
913
+ 1.52%
$126.11 - $135.06 $115K - $123K
61K $7.78M
HDV
Ishares Core High Dividend ETF

ETFs
145
+ 1.09%
$110.86 - $121.12 $16.1K - $17.6K
13.5K $1.61M
Activity Summary
Buys All Purchases 128 New Holdings 18 Increased Positions 110 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 0 Puts 0
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