Rda Financial Network Sells in Q1 2025

Rda Financial Network

  • $329 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1
- 0.18%
$314.47 - $431.35 $314 - $431
558 $204K
XEL
Xcel Energy Inc

Utilities
-802
- 14.45%
$63.37 - $72.1 $50.8K - $57.8K
4.75K $336K
DIS
Walt Disney CO

Communication Services
-14
- 0.53%
$96.87 - $114.0 $1.36K - $1.6K
2.63K $259K
DRSK
ETF Ser Solutions Aptus Define

ETFs
-1.25K
- 11.1%
$27.06 - $28.25 $33.7K - $35.2K
9.97K $272K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-228
- 5.42%
$91.76 - $103.26 $20.9K - $23.5K
3.98K $366K
JCPB
J P Morgan Exchange Traded Fd

ETFs
-796
- 13.95%
$45.56 - $47.23 $36.3K - $37.6K
4.91K $230K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-346
- 2.12%
$49.25 - $50.66 $17K - $17.5K
16K $791K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.93%
$507.05 - $563.67 $3.55K - $3.95K
748 $382K
FEX
First Tr Large Cap Core Alphde

ETFs
-112
- 2.38%
$99.27 - $109.89 $11.1K - $12.3K
4.6K $467K
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
-1.5K
- 7.46%
$11.22 - $11.8 $16.8K - $17.7K
18.6K $210K
CMCSA
Comcast Corp

Communication Services
-268
- 2.41%
$33.19 - $38.23 $8.89K - $10.2K
10.8K $399K
MAIN
Main Street Capital Corp

Financial Services
-50
- 0.75%
$54.71 - $63.1 $2.74K - $3.16K
6.65K $376K
AOR
Ishares Tr Core Growth Allocat

ETFs
-280
- 4.48%
$56.63 - $59.39 $15.9K - $16.6K
5.97K $342K
SBUX
Starbucks Corp

Consumer Cyclical
-354
- 11.2%
$91.75 - $115.81 $32.5K - $41K
2.81K $274K
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
-196
- 0.46%
$39.61 - $42.65 $7.76K - $8.36K
42.1K $1.7M
AOM
Ishares Tr Core Moderate Alloc

ETFs
-550
- 2.06%
$42.93 - $44.71 $23.6K - $24.6K
26.1K $1.14M
AOK
Ishares Tr Core Conservative A

ETFs
-549
- 2.6%
$36.86 - $38.15 $20.2K - $20.9K
20.5K $772K
CSM
Proshares Large Cap Core Plus

ETFs
-12
- 0.3%
$63.0 - $69.13 $756 - $830
3.97K $252K
TIP
Ishares Tr Tips Bd ETF

ETFs
-200
- 6.32%
$106.22 - $111.09 $21.2K - $22.2K
2.97K $328K
XLP
Consumer Staples Sector Spdr

ETFs
-101
- 0.74%
N/A
13.5K $1.03M
C
Citigroup Inc

Financial Services
-120
- 3.05%
$67.23 - $84.63 $8.07K - $10.2K
3.81K $270K
FBT
First Trust Nyse Arca Biotechn

ETFs
-15
- 0.82%
$164.86 - $182.19 $2.47K - $2.73K
1.82K $299K
SNA
Snap On Inc

Industrials
-3
- 0.4%
$324.09 - $358.62 $972 - $1.08K
755 $254K
IBB
Ishares Biotechnology ETF

ETFs
-3
- 0.18%
$127.9 - $140.56 $384 - $422
1.68K $219K
SHV
Ishares Tr

ETFs
-35
- 0.58%
$110.11 - $110.51 $3.85K - $3.87K
6K $662K
MU
Micron Technology Inc

Technology
-267
- 3.32%
$86.89 - $109.38 $23.2K - $29.2K
7.78K $675K
VIG
Vanguard Dividend Appreciation

ETFs
-2
- 0.03%
N/A
6.12K $1.11M
Blackrock ETF Trust Ii
-2.43K
- 8.19%
N/A
27.2K $0
SWAN
Amplify ETF Tr Blackswan Growt
-5.06K
- 11.67%
N/A
38.3K $0
Ge Vernova Inc
-6
- 0.88%
N/A
675 $0
KBWP
Invesco ETF Tr Ii Kbw Property

ETFs
-300
- 5.61%
$110.12 - $124.59 $33K - $37.4K
5.05K $622K
TSI
Tcw Strategic Income Fund Inc

Financial Services
-420
- 0.88%
$4.76 - $4.93 $2K - $2.07K
47.1K $230K
FVD
First Tr Value Line Divid Inde

ETFs
-5
- 0.07%
$42.61 - $45.51 $213 - $228
7.51K $331K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-150
- 0.59%
$42.18 - $45.16 $6.33K - $6.77K
25.4K $1.11M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-5
- 0.07%
$81.83 - $82.73 $409 - $414
6.87K $568K
REZ
Ishares Tr Residential And Mul

ETFs
-44
- 1.43%
$78.21 - $88.48 $3.44K - $3.89K
3.03K $259K
FPF
First Trust Intermediate Duration Preferred & Income Fund

Financial Services
-85
- 0.28%
$17.95 - $18.89 $1.53K - $1.61K
30.2K $555K
VEU
Vanguard Ftse All World Ex Us

ETFs
-68
- 1.55%
$56.51 - $62.98 $3.84K - $4.28K
4.31K $263K
CSCO
Cisco Systems, Inc.

Technology
-29
- 0.45%
$58.74 - $64.87 $1.7K - $1.88K
6.44K $397K
ETR
Entergy Corp

Utilities
-136
- 4.95%
$75.26 - $87.89 $10.2K - $12K
2.61K $223K
BR
Broadridge Financial Solutions, Inc.

Technology
-1
- 0.1%
$221.46 - $244.83 $221 - $245
993 $240K
EDIV
Spdr S&P Emerging Dividends Et

ETFs
-96
- 0.26%
$34.23 - $36.9 $3.29K - $3.54K
36.9K $1.32M
PLTR
Palantir Technologies Inc.

Technology
-195
- 4.15%
$64.98 - $124.62 $12.7K - $24.3K
4.5K $379K
FNF
Fidelity National Financial, Inc.

Financial Services
-43
- 1.06%
$54.25 - $65.27 $2.33K - $2.81K
4K $260K
VEA
Vanguard Ftse Developed Market

ETFs
-122
- 0.81%
$47.4 - $52.99 $5.78K - $6.46K
14.9K $762K
OUNZ
Van Eck Merk Gold Trust

ETFs
-2.03K
- 8.47%
$25.41 - $30.14 $51.7K - $61.3K
22K $653K
JNJ
Johnson & Johnson

Healthcare
-92
- 1.53%
$142.06 - $167.7 $13.1K - $15.4K
5.91K $979K
JPM
Jpmorgan Chase & CO

Financial Services
-176
- 0.57%
$225.19 - $279.95 $39.6K - $49.3K
30.5K $7.49M
GLD
Spdr Gold Trust

ETFs
-170
- 3.59%
$243.19 - $288.14 $41.3K - $49K
4.57K $1.32M
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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