Rda Financial Network Purchases in Q4 2025

Rda Financial Network

  • $402 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UTG
Reaves Utility Income Fund

Financial Services
1.76K
+ 32.93%
$36.92 - $41.42 $65K - $72.9K
7.1K $262K
XOM
Exxon Mobil Corp

Energy
191
+ 3.3%
$110.64 - $119.78 $21.1K - $22.9K
5.98K $703K
VTV
Vanguard Value ETF

ETFs
240
+ 3.18%
$182.87 - $189.72 $43.9K - $45.5K
7.79K $1.46M
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
2.25K
+ 23.52%
$23.57 - $24.85 $52.9K - $55.8K
11.8K $284K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
7.35K
+ 4.21%
$9.2 - $9.52 $67.6K - $70K
182K $1.71M
IEMG
Ishares Inc

ETFs
859
+ 6.02%
N/A
15.1K $811K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
525
+ 1.51%
N/A
35.3K $3.03M
EDIV
Spdr S&P Emerging Dividends Et

ETFs
730
+ 1.9%
$37.81 - $39.2 $27.6K - $28.6K
39.1K $1.53M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
2.04K
+ 2.31%
$23.37 - $23.7 $47.7K - $48.4K
90.7K $2.12M
DRSK
ETF Ser Solutions Aptus Define

ETFs
950
+ 9.7%
$28.98 - $29.71 $27.5K - $28.2K
10.7K $311K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
54
+ 0.17%
$57.9 - $61.26 $3.13K - $3.31K
31.3K $1.88M
WFC
Wells Fargo & Company

Financial Services
357
+ 11.45%
$77.62 - $87.3 $27.7K - $31.2K
3.47K $289K
SNAP
Snap Inc

Communication Services
1.87K
+ 15.52%
$7.3 - $9.09 $13.6K - $17K
13.9K $118K
GE
General Electric CO

Industrials
98
+ 1.35%
$291.49 - $314.28 $28.6K - $30.8K
7.36K $2.21M
HDV
Ishares Core High Dividend ETF

ETFs
225
+ 1.7%
$118.22 - $122.79 $26.6K - $27.6K
13.5K $1.65M
PM
Philip Morris International Inc.

Consumer Defensive
255
+ 17.08%
$144.33 - $160.86 $36.8K - $41K
1.75K $267K
AME
Ametek Inc

Industrials
45
+ 2.01%
$179.28 - $202.11 $8.07K - $9.09K
2.29K $442K
WMT
Walmart Inc.

Consumer Defensive
228
+ 0.84%
$101.18 - $109.03 $23.1K - $24.9K
27.4K $2.83M
SHEL
Shell PLC

Energy
22
+ 0.49%
$71.37 - $77.01 $1.57K - $1.69K
4.5K $340K
PWV
Invesco Exchange Traded Fd Tr

ETFs
200
+ 3.03%
$63.56 - $66.72 $12.7K - $13.3K
6.8K $450K
IAGG
Ishares Tr Core Intl Aggregate

ETFs
271
+ 1.97%
$51.27 - $51.8 $13.9K - $14K
14K $725K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
27
+ 0.12%
$76.84 - $80.86 $2.07K - $2.18K
22.1K $1.75M
RECS
Columbia ETF Tr I

ETFs
109
+ 0.11%
$39.39 - $41.32 $4.29K - $4.5K
102K $4.15M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
423
+ 6.61%
$81.56 - $85.69 $34.5K - $36.2K
6.83K $563K
ED
Consolidated Edison Inc

Utilities
116
+ 3.01%
$96.11 - $102.39 $11.1K - $11.9K
3.97K $403K
AVEM
American Centy ETF Tr Avantis

ETFs
37
+ 0.89%
$73.09 - $78.36 $2.7K - $2.9K
4.2K $325K
HYG
Ishares Tr

ETFs
200
+ 6.67%
$79.95 - $81.28 $16K - $16.3K
3.2K $256K
WEC
Wec Energy Group, Inc.

Utilities
175
+ 8.63%
$110.61 - $117.5 $19.4K - $20.6K
2.2K $244K
ETR
Entergy Corp

Utilities
61
+ 2.5%
$93.4 - $97.65 $5.7K - $5.96K
2.51K $238K
SPSB
Spdr Portfolio Short Term Corp

ETFs
340
+ 3.35%
$30.13 - $30.32 $10.2K - $10.3K
10.5K $316K
SPY
Spdr S&P 500 ETF Trust

ETFs
17
+ 1.68%
$653.02 - $687.39 $11.1K - $11.7K
1.03K $682K
BAC
Bank Of America Corp

Financial Services
247
+ 1.47%
$48.65 - $54.11 $12K - $13.4K
17.1K $877K
SCHW
Schwab Charles Corp

Financial Services
234
+ 6.8%
$91.91 - $97.71 $21.5K - $22.9K
3.68K $337K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
76
+ 1.18%
$52.54 - $55.77 $3.99K - $4.24K
6.54K $358K
JCPB
J P Morgan Exchange Traded Fd

ETFs
197
+ 2.58%
$47.34 - $48.01 $9.33K - $9.46K
7.82K $370K
APAM
Artisan Partners Asset Management Inc.

Financial Services
445
+ 4.69%
$42.3 - $45.19 $18.8K - $20.1K
9.94K $420K
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
78
+ 4.36%
$109.53 - $114.14 $8.54K - $8.9K
1.87K $209K
LNT
Alliant Energy Corp

Utilities
117
+ 1.65%
$66.31 - $68.97 $7.76K - $8.07K
7.19K $483K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
89
+ 0.81%
$82.69 - $83.12 $7.36K - $7.4K
11.1K $921K
BKR
Baker Hughes CO

Energy
124
+ 1.31%
$44.47 - $49.08 $5.51K - $6.09K
9.62K $468K
AOR
Ishares Tr Core Growth Allocat

ETFs
5
+ 0.08%
$63.43 - $65.6 $317 - $328
5.97K $386K
O
Realty Income Corp

Real Estate
1.22K
+ 7.73%
$56.12 - $60.64 $68.6K - $74.1K
17K $967K
XEL
Xcel Energy Inc

Utilities
51
+ 1.26%
$79.6 - $81.85 $4.06K - $4.17K
4.11K $331K
FVD
First Tr Value Line Divid Inde

ETFs
125
+ 1.99%
$45.0 - $46.25 $5.63K - $5.78K
6.41K $294K
FDL
First Tr Morningstar Dividend

ETFs
27
+ 0.39%
$42.27 - $43.9 $1.14K - $1.19K
6.93K $302K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
156
+ 0.51%
$46.57 - $47.16 $7.26K - $7.36K
30.6K $1.43M
TSI
Tcw Strategic Income Fund Inc

Financial Services
400
+ 0.91%
$4.89 - $4.96 $1.96K - $1.98K
44.3K $218K
KR
Kroger CO

Consumer Defensive
82
+ 1.22%
$63.15 - $69.15 $5.18K - $5.67K
6.79K $453K
ADI
Analog Devices Inc

Technology
81
+ 7.28%
$225.32 - $246.37 $18.3K - $20K
1.19K $274K
Activity Summary
Buys All Purchases 147 New Holdings 16 Increased Positions 131 Sells All Sells 98 Reductions 98 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Rda Financial Network Portfolio

Follow Rda Financial Network and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rda Financial Network, based on Form 13F filings with the SEC.

News

Stay updated on Rda Financial Network with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email