Rda Financial Network Portfolio Holdings
Rda Financial Network
- $317 Million
- Q3 2024
Rda Financial Network has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $317 Million distributed in 229 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $11M, Nvidia Corp with a value of $10.6M, Invesco Qqq Trust, Series 1 with a value of $10.3M, Apple Inc. with a value of $9.5M, and Broadcom Inc. with a value of $9.01M.
Examining the 13F form we can see an increase of $16.4M in the current position value, from $300M to 317M.
Below you can find more details about Rda Financial Network portfolio as well as his latest detailed transactions.
Portfolio value
$317 Million
ETFs: $141 Million
Technology: $55.7 Million
Healthcare: $28.4 Million
Financial Services: $26.6 Million
Communication Services: $19.2 Million
Consumer Cyclical: $15.6 Million
Industrials: $9.39 Million
Consumer Defensive: $8.12 Million
Other: $13.1 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 229
- Current Value $317 Million
- Prior Value $300 Million
- Filing
- Period Q3 2024
- Filing Date October 15, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 15 stocks
- Additional Purchases 97 stocks
- Sold out of 0 stocks
- Reduced holdings in 102 stocks