Rda Financial Network Portfolio Holdings
Rda Financial Network
- $329 Million
- Q1 2025
Rda Financial Network has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $329 Million distributed in 243 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11M, Apple Inc. with a value of $10.4M, Invesco Qqq Trust, Series 1 with a value of $10.3M, Nvidia Corp with a value of $10.1M, and Amazon Com Inc with a value of $9.6M.
Examining the 13F form we can see an decrease of $8.81M in the current position value, from $338M to 329M.
Below you can find more details about Rda Financial Network portfolio as well as his latest detailed transactions.
Portfolio value
$329 Million
ETFs: $140 Million
Technology: $55.9 Million
Financial Services: $32.5 Million
Healthcare: $27.4 Million
Communication Services: $20.5 Million
Consumer Cyclical: $16.3 Million
Industrials: $13.2 Million
Consumer Defensive: $7.84 Million
Other: $15.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more
Summary
- Portfolio
- No. of Stocks 243
- Current Value $329 Million
- Prior Value $338 Million
- Filing
- Period Q1 2025
- Filing Date April 14, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 18 stocks
- Additional Purchases 110 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks