Rda Financial Network New Holdings in Q1 2025

Rda Financial Network

$329 Million
Q1 2025

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-A Berkshire Hathaway Inc Financial Services	1 New	$663000.0 - $801950.0 $663K - $802K	1 $798K
XLG Invesco Exchange Traded Fd Tr ETFs	9.49K New	$45.72 - $51.73 $434K - $491K	9.49K $435K
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
DUK Duke Energy Corp Utilities	2.73K New	$105.87 - $121.97 $289K - $333K	2.73K $332K
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
XLI Industrial Sector Spdr ETFs	1.79K New	$128.78 - $141.67 $230K - $253K	1.79K $232K
BKR Baker Hughes CO Energy	5.3K New	$41.16 - $48.85 $218K - $259K	5.3K $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
CB Chubb LTD Financial Services	713 New	$257.71 - $301.99 $184K - $215K	713 $215K
BABA Alibaba Group Holding LTD Consumer Cyclical	1.63K New	$80.53 - $147.57 $131K - $241K	1.63K $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
XTEN Bondbloxx ETF Tr Bloomberg 10	14.1K New	N/A	14.1K $0

Activity Summary All Purchases 128 New Holdings 18 Increased Positions 110 All Sells 102 Reductions 102 Sold out 0 Calls 0 Puts 0

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