Rda Financial Network Purchases in Q1 2025

Rda Financial Network

  • $329 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
O
Realty Income Corp

Real Estate
507
+ 2.98%
$51.67 - $58.49 $26.2K - $29.7K
17.5K $1.02M
VV
Vanguard Large Cap ETF

ETFs
500
+ 33.88%
$253.32 - $282.66 $127K - $141K
1.98K $504K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
1.16K
+ 2.39%
$42.4 - $44.11 $49.2K - $51.2K
49.8K $2.18M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
554
+ 7.87%
$67.08 - $76.14 $37.2K - $42.2K
7.59K $561K
FISV
Fiserv Inc

Technology
658
+ 4.4%
N/A
15.6K $1.95M
SHEL
Shell PLC

Energy
562
+ 14.5%
$62.84 - $73.29 $35.3K - $41.2K
4.44K $322K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
825
+ 3.13%
$47.08 - $50.67 $38.8K - $41.8K
27.2K $1.35M
IVV
Ishares Core S&P 500 ETF

ETFs
193
+ 17.23%
$554.06 - $615.85 $107K - $119K
1.31K $732K
PAYX
Paychex Inc

Industrials
45
+ 0.97%
$136.06 - $154.52 $6.12K - $6.95K
4.69K $722K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
67
+ 3.78%
$208.48 - $244.03 $14K - $16.4K
1.84K $448K
KR
Kroger CO

Consumer Defensive
216
+ 2.8%
$58.36 - $67.72 $12.6K - $14.6K
7.92K $535K
EMB
Ishares Tr

ETFs
683
+ 29.0%
$88.64 - $92.03 $60.5K - $62.9K
3.04K $274K
EPD
Enterprise Products Partners L.P.

Energy
100
+ 0.47%
$31.75 - $34.14 $3.18K - $3.41K
21.5K $733K
VHT
Vanguard Health Care ETF

ETFs
18
+ 0.29%
$254.06 - $273.83 $4.57K - $4.93K
6.14K $1.61M
ADI
Analog Devices Inc

Technology
698
+ 9.22%
$201.56 - $243.82 $141K - $170K
8.27K $1.67M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.26K
+ 2.08%
$50.48 - $51.04 $63.5K - $64.2K
61.7K $3.13M
LNT
Alliant Energy Corp

Utilities
234
+ 2.93%
$56.66 - $66.04 $13.3K - $15.5K
8.22K $529K
AON
Aon PLC

Financial Services
10
+ 0.8%
$348.44 - $409.32 $3.48K - $4.09K
1.26K $503K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.94K
+ 2.86%
$56.17 - $59.71 $109K - $116K
69.8K $3.96M
LQD
Ishares Iboxx $ Investment Gra

ETFs
354
+ 4.91%
$105.1 - $109.61 $37.2K - $38.8K
7.57K $820K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
500
+ 9.41%
$48.65 - $53.06 $24.3K - $26.5K
5.81K $302K
ARCC
Ares Capital Corp

Financial Services
984
+ 1.26%
$21.28 - $23.81 $20.9K - $23.4K
78.8K $1.75M
WEC
Wec Energy Group, Inc.

Utilities
56
+ 2.43%
$92.12 - $108.98 $5.16K - $6.1K
2.36K $257K
PG
Procter & Gamble CO

Consumer Defensive
211
+ 12.76%
$158.56 - $176.26 $33.5K - $37.2K
1.87K $317K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
335
+ 30.76%
$211.47 - $267.17 $70.8K - $89.5K
1.42K $302K
IEFA
Ishares Tr

ETFs
104
+ 2.2%
$69.57 - $78.65 $7.24K - $8.18K
4.83K $369K
HD
Home Depot, Inc.

Consumer Cyclical
384
+ 8.0%
$347.25 - $424.87 $133K - $163K
5.18K $1.9M
OKE
Oneok Inc

Energy
394
+ 7.36%
$89.57 - $109.85 $35.3K - $43.3K
5.75K $570K
COP
Conocophillips

Energy
156
+ 6.3%
$88.6 - $105.85 $13.8K - $16.5K
2.63K $276K
FDL
First Tr Morningstar Dividend

ETFs
135
+ 1.74%
$39.69 - $43.83 $5.36K - $5.92K
7.9K $338K
GBDC
Golub Capital Bdc, Inc.

Financial Services
1.46K
+ 4.26%
$14.46 - $15.96 $21.1K - $23.3K
35.8K $545K
SEIX
Virtus ETF Tr Ii Seix Sr Ln Et

ETFs
1.44K
+ 2.55%
$23.58 - $24.02 $34K - $34.7K
58.1K $1.37M
EW
Edwards Lifesciences Corp

Healthcare
926
+ 2.74%
$67.95 - $76.19 $62.9K - $70.6K
34.7K $2.51M
PKI
Perkinelmer Inc

Healthcare
115
+ 3.58%
N/A
3.33K $403K
PFE
Pfizer Inc

Healthcare
3.59K
+ 5.53%
$25.01 - $27.13 $89.8K - $97.4K
68.6K $1.74M
PEP
Pepsico Inc

Consumer Defensive
85
+ 4.83%
$142.64 - $156.42 $12.1K - $13.3K
1.85K $276K
TSLA
Tesla, Inc.

Consumer Cyclical
491
+ 59.88%
$222.15 - $428.22 $109K - $210K
1.31K $339K
FTV
Fortive Corp

Technology
169
+ 3.52%
$71.82 - $82.98 $12.1K - $14K
4.97K $363K
BA
Boeing CO

Industrials
95
+ 4.73%
$148.15 - $186.25 $14.1K - $17.7K
2.1K $358K
HYT
Blackrock Corporate High Yield Fund, Inc.

Financial Services
3.8K
+ 2.16%
$9.49 - $9.97 $36.1K - $37.9K
179K $1.72M
CAT
Caterpillar Inc

Industrials
298
+ 10.11%
$326.75 - $407.63 $97.4K - $121K
3.25K $1.07M
XTEN
Bondbloxx ETF Tr Bloomberg 10
14.1K
New
N/A
14.1K $0
Linde PLC
12
+ 1.55%
N/A
788 $0
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
3
+ 0.06%
$78.12 - $83.7 $234 - $251
4.93K $395K
BAC
Bank Of America Corp

Financial Services
2.5K
+ 5.02%
$39.61 - $47.74 $98.9K - $119K
52.2K $2.18M
APAM
Artisan Partners Asset Management Inc.

Financial Services
510
+ 5.92%
$38.51 - $45.32 $19.6K - $23.1K
9.13K $357K
SNAP
Snap Inc

Communication Services
100
+ 0.87%
$8.37 - $12.57 $837 - $1.26K
11.6K $100K
ACWI
Ishares Msci Acwi ETF

ETFs
29
+ 0.12%
$115.16 - $124.13 $3.34K - $3.6K
23.3K $2.7M
UPS
United Parcel Service Inc

Industrials
355
+ 8.66%
$109.66 - $136.26 $38.9K - $48.4K
4.45K $489K
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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