The Analysis of RDA Financial Network's Holdings
Currently, RDA Financial Network holds 265 types of securities in its portfolio with a total value $415.4M. In the most recent quarter, they have increased their positions in PVAL (+93.8K shares, valued at $4.3M), AFIF (+225.3K shares, valued at $2.1M), NOW (+10.5K shares, valued at $1.6M); decreased their positions in IUSV (-29.3K shares, valued at $3.0M), ISRG (-3.7K shares, valued at $2.1M), FIXD (-44.4K shares, valued at $2.0M); initiated new positions in PVAL (+93.8K shares, valued at $4.3M), AFIF (+225.3K shares, valued at $2.1M), NOW (+10.5K shares, valued at $1.6M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
NVDA NVIDIA CORPORATION89.7K shares0.46%2025-12-312026-01-06
ALPHABET INC ALPHABET INC49.3K shares-1.34%2025-12-312026-01-06 MSFT MICROSOFT CORP31.1K shares1.56%2025-12-312026-01-06 BROADCOM INC BROADCOM INC40.7K shares8.79%2025-12-312026-01-06 AAPL APPLE INC47.3K shares-0.47%2025-12-312026-01-06 AMZN AMAZON COM INC55.1K shares2.40%2025-12-312026-01-06 JPM JPMORGAN CHASE & CO.29.4K shares-1.73%2025-12-312026-01-06 META META PLATFORMS INC14.1K shares3.44%2025-12-312026-01-06 VYM VANGUARD WHITEHALL FDS60.2K shares0.70%2025-12-312026-01-06 V VISA INC19.5K shares3.28%2025-12-312026-01-06 BIL SPDR SERIES TRUST71.6K shares11.83%2025-12-312026-01-06 FBND FIDELITY MERRIMACK STR TR110.8K shares5.72%2025-12-312026-01-06 TSM TAIWAN SEMICONDUCTOR MFG LTD16.1K shares-5.06%2025-12-312026-01-06 SPYG SPDR SERIES TRUST41.6K shares-2.01%2025-12-312026-01-06 JEPI J P MORGAN EXCHANGE TRADED F77.6K shares-0.83%2025-12-312026-01-06 IJH ISHARES TR65.6K shares1.07%2025-12-312026-01-06 PVAL PUTNAM ETF TRUST93.8K sharesnew addition2025-12-312026-01-06 RECS COLUMBIA ETF TR I102.4K shares0.11%2025-12-312026-01-06 COST COSTCO WHSL CORP NEW4.5K shares0.31%2025-12-312026-01-06 ISRG INTUITIVE SURGICAL INC6.8K shares-35.46%2025-12-312026-01-06 XLF SELECT SECTOR SPDR TR69.1K shares2.70%2025-12-312026-01-06 MOAT VANECK ETF TRUST35.3K shares1.51%2025-12-312026-01-06 JAAA JANUS DETROIT STR TR70.4K shares-0.21%2025-12-312026-01-06 LLY ELI LILLY & CO3.2K shares-0.34%2025-12-312026-01-06 ALPHABET INC ALPHABET INC10.6K shares-21.13%2025-12-312026-01-06 ACWI ISHARES TR22.3K shares-1.80%2025-12-312026-01-06 VRTX VERTEX PHARMACEUTICALS INC6.8K shares1.94%2025-12-312026-01-06 ADBE ADOBE INC8.8K shares2.08%2025-12-312026-01-06 WMT WALMART INC27.4K shares0.84%2025-12-312026-01-06 IDMO INVESCO EXCH TRADED FD TR II53.8K shares10.65%2025-12-312026-01-06 NET CLOUDFLARE INC13.9K shares1.84%2025-12-312026-01-06 OUNZ VANECK MERK GOLD ETF64.9K shares-6.47%2025-12-312026-01-06 BDYN BLACKROCK ETF TRUST104.4K shares14.47%2025-12-312026-01-06 AVUV AMERICAN CENTY ETF TR25.4K shares0.33%2025-12-312026-01-06 DNP DNP SELECT INCOME FD INC257.6K shares46.83%2025-12-312026-01-06 XLK SELECT SECTOR SPDR TR17.4K shares157.51%2025-12-312026-01-06 QYLD GLOBAL X FDS141.5K shares0.19%2025-12-312026-01-06 MU MICRON TECHNOLOGY INC8.5K shares-3.83%2025-12-312026-01-06 CSCO CISCO SYS INC31.4K shares1.85%2025-12-312026-01-06 ELV ELEVANCE HEALTH INC FORMERLY6.9K shares-0.16%2025-12-312026-01-06 KKR & CO INC KKR & CO INC18.9K shares2.82%2025-12-312026-01-06 KMI KINDER MORGAN INC DEL87.1K shares2.12%2025-12-312026-01-06 SCHG SCHWAB STRATEGIC TR71.7K shares24.76%2025-12-312026-01-06 VTI VANGUARD INDEX FDS6.9K shares-0.69%2025-12-312026-01-06 QQQM INVESCO EXCH TRADED FD TR II9.1K shares-2.92%2025-12-312026-01-06 GE AEROSPACE GE AEROSPACE7.4K shares1.35%2025-12-312026-01-06 SCHD SCHWAB STRATEGIC TR79.6K shares10.11%2025-12-312026-01-06 CVX CHEVRON CORP NEW14.2K shares3.04%2025-12-312026-01-06 AXON AXON ENTERPRISE INC3.8K shares0.00%2025-12-312026-01-06 AFIF TWO RDS SHARED TR225.3K sharesnew addition2025-12-312026-01-06 SCHZ SCHWAB STRATEGIC TR90.7K shares2.31%2025-12-312026-01-06 HD HOME DEPOT INC6.1K shares-0.46%2025-12-312026-01-06 QCOM QUALCOMM INC12.3K shares-0.53%2025-12-312026-01-06 MA MASTERCARD INCORPORATED3.6K shares0.45%2025-12-312026-01-06 BINC BLACKROCK ETF TRUST II38.4K shares11.25%2025-12-312026-01-06 WELL WELLTOWER INC10.7K shares-16.18%2025-12-312026-01-06 XLG INVESCO EXCHANGE TRADED FD T33.3K shares-9.31%2025-12-312026-01-06 UBER UBER TECHNOLOGIES INC23.9K shares1.56%2025-12-312026-01-06 BDVL BLACKROCK ETF TRUST76.8K shares15.22%2025-12-312026-01-06 DYNF BLACKROCK ETF TRUST31.3K shares0.17%2025-12-312026-01-06 DIVO AMPLIFY ETF TR42.8K shares-0.33%2025-12-312026-01-06 TDG TRANSDIGM GROUP INC1.4K shares15.59%2025-12-312026-01-06 SO SOUTHERN CO21.4K shares2.20%2025-12-312026-01-06 ORCL ORACLE CORP9.4K shares-8.97%2025-12-312026-01-06 WM WASTE MGMT INC DEL8.3K shares7.39%2025-12-312026-01-06 VHT VANGUARD WORLD FD6.3K shares-0.32%2025-12-312026-01-06 SPYM SPDR SERIES TRUST22.1K shares0.12%2025-12-312026-01-06 ADP AUTOMATIC DATA PROCESSING IN6.9K shares1.10%2025-12-312026-01-06 PFE PFIZER INC69.4K shares-1.30%2025-12-312026-01-06 ROP ROPER TECHNOLOGIES INC3.8K shares7.65%2025-12-312026-01-06 HDV ISHARES TR13.5K shares1.70%2025-12-312026-01-06 ARCC ARES CAPITAL CORP80.1K shares0.76%2025-12-312026-01-06 HYT BLACKROCK CORPOR HI YLD FD I181.9K shares4.21%2025-12-312026-01-06 NOW SERVICENOW INC10.5K sharesnew addition2025-12-312026-01-06 EFV ISHARES TR21.7K shares1.43%2025-12-312026-01-06 EDIV SPDR INDEX SHS FDS39.1K shares1.90%2025-12-312026-01-06 IJR ISHARES TR12.7K shares-8.20%2025-12-312026-01-06 MBB ISHARES TR15.9K shares-18.95%2025-12-312026-01-06 XTEN BONDBLOXX ETF TRUST32.5K shares1.43%2025-12-312026-01-06 VTV VANGUARD INDEX FDS7.8K shares3.18%2025-12-312026-01-06 PG PROCTER AND GAMBLE CO10.3K shares-8.25%2025-12-312026-01-06 IUSB ISHARES TR30.6K shares0.51%2025-12-312026-01-06 VIG VANGUARD SPECIALIZED FUNDS6.5K shares-0.25%2025-12-312026-01-06 QUAL ISHARES TR7.1K shares-11.68%2025-12-312026-01-06 MPWR MONOLITHIC PWR SYS INC1.6K shares-25.69%2025-12-312026-01-06 NFLX NETFLIX INC14.9K shares882.69%2025-12-312026-01-06 PGR PROGRESSIVE CORP6.0K shares4.62%2025-12-312026-01-06 STIP ISHARES TR12.7K shares0.04%2025-12-312026-01-06 PYLD PIMCO ETF TR48.4K sharesnew addition2025-12-312026-01-06 SPHD INVESCO EXCH TRADED FD TR II26.9K shares0.56%2025-12-312026-01-06 VZ VERIZON COMMUNICATIONS INC30.6K shares2.43%2025-12-312026-01-06 AOM ISHARES TR24.7K shares-2.93%2025-12-312026-01-06 JNJ JOHNSON & JOHNSON5.6K shares-1.74%2025-12-312026-01-06 ASML ASML HOLDING N V1.0K shares2.20%2025-12-312026-01-06 IEMG ISHARES INC15.1K shares6.02%2025-12-312026-01-06 VEA VANGUARD TAX-MANAGED FDS16.1K shares6.10%2025-12-312026-01-06 XLP SELECT SECTOR SPDR TR12.9K shares-0.65%2025-12-312026-01-06 O REALTY INCOME CORP17.0K shares7.73%2025-12-312026-01-06 BAC BANK AMERICA CORP17.1K shares1.47%2025-12-312026-01-06 SHY ISHARES TR11.1K shares0.81%2025-12-312026-01-06 SWAN AMPLIFY ETF TR28.4K shares-2.19%2025-12-312026-01-06 ITB ISHARES TR9.0K shares-0.11%2025-12-312026-01-06 SPYD SPDR SERIES TRUST19.3K shares0.82%2025-12-312026-01-06 FPX FIRST TR EXCHANGE-TRADED FD5.0K shares-0.69%2025-12-312026-01-06 VV VANGUARD INDEX FDS2.6K shares7.54%2025-12-312026-01-06 PLTR PALANTIR TECHNOLOGIES INC4.4K shares1.09%2025-12-312026-01-06 IEUR ISHARES TR11.0K shares13.28%2025-12-312026-01-06 XLV SELECT SECTOR SPDR TR4.9K shares56.63%2025-12-312026-01-06 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-12-312026-01-06 SPIB SPDR SERIES TRUST21.8K shares-4.96%2025-12-312026-01-06 OKE ONEOK INC NEW10.0K shares51.13%2025-12-312026-01-06 SPYV SPDR SERIES TRUST12.9K shares-62.02%2025-12-312026-01-06 AOK ISHARES TR18.2K shares-7.49%2025-12-312026-01-06 XOM EXXON MOBIL CORP6.0K shares3.30%2025-12-312026-01-06 BAI BLACKROCK ETF TRUST21.6K shares1.61%2025-12-312026-01-06 ABBV ABBVIE INC3.1K shares10.19%2025-12-312026-01-06 EPR EPR PPTYS14.2K shares-0.32%2025-12-312026-01-06 IAGG ISHARES TR14.0K shares1.97%2025-12-312026-01-06 THRO BLACKROCK ETF TRUST18.2K shares0.72%2025-12-312026-01-06 SPY SPDR S&P 500 ETF TR1.0K shares1.68%2025-12-312026-01-06 SOXX ISHARES TR2.3K shares0.00%2025-12-312026-01-06 JEPQ J P MORGAN EXCHANGE TRADED F11.4K shares-5.71%2025-12-312026-01-06 EPD ENTERPRISE PRODS PARTNERS L20.3K shares-5.71%2025-12-312026-01-06 IVV ISHARES TR947 shares-47.42%2025-12-312026-01-06 GLDM WORLD GOLD TR7.6K shares-1.04%2025-12-312026-01-06 KBWP INVESCO EXCH TRADED FD TR II5.0K shares0.00%2025-12-312026-01-06 IUSV ISHARES TR6.2K shares-82.57%2025-12-312026-01-06 IWM ISHARES TR2.5K shares-0.16%2025-12-312026-01-06 LQD ISHARES TR5.5K shares-21.79%2025-12-312026-01-06 MGK VANGUARD WORLD FD1.4K shares-5.98%2025-12-312026-01-06 XLI SELECT SECTOR SPDR TR3.7K shares0.81%2025-12-312026-01-06 REGL PROSHARES TR6.8K shares6.61%2025-12-312026-01-06 SMH VANECK ETF TRUST1.6K shares4.50%2025-12-312026-01-06 TSLA TESLA INC1.3K shares-0.47%2025-12-312026-01-06 BIIB BIOGEN INC3.2K shares0.00%2025-12-312026-01-06 SPMO INVESCO EXCH TRADED FD TR II4.6K shares18.58%2025-12-312026-01-06 GM GENERAL MTRS CO6.7K shares-15.49%2025-12-312026-01-06 GLD SPDR GOLD TR1.4K shares5.00%2025-12-312026-01-06 FLOT ISHARES TR10.6K shares-3.19%2025-12-312026-01-06 VUG VANGUARD INDEX FDS1.1K shares-2.91%2025-12-312026-01-06 SGOV ISHARES TR5.3K shares-17.89%2025-12-312026-01-06 EMB ISHARES TR5.5K shares62.90%2025-12-312026-01-06 PNQI INVESCO EXCHANGE TRADED FD T9.8K shares0.00%2025-12-312026-01-06 FPF FIRST TR INTER DURATN PFD &27.8K shares-1.08%2025-12-312026-01-06 NLR VANECK ETF TRUST4.1K sharesnew addition2025-12-312026-01-06 USB US BANCORP DEL9.5K shares-3.68%2025-12-312026-01-06 IEFA ISHARES TR5.6K shares17.71%2025-12-312026-01-06 SPTM SPDR SERIES TRUST6.1K shares-0.52%2025-12-312026-01-06 TLH ISHARES TR4.7K shares62.36%2025-12-312026-01-06 GEV GE VERNOVA INC723 shares7.11%2025-12-312026-01-06 AME AMETEK INC2.3K shares2.01%2025-12-312026-01-06 LNT ALLIANT ENERGY CORP7.2K shares1.65%2025-12-312026-01-06 XLY SELECT SECTOR SPDR TR3.9K shares99.39%2025-12-312026-01-06 GSLC GOLDMAN SACHS ETF TR3.5K shares-0.14%2025-12-312026-01-06 FTV FORTIVE CORP8.3K shares-0.45%2025-12-312026-01-06 PWV INVESCO EXCHANGE TRADED FD T6.8K shares3.03%2025-12-312026-01-06 GBDC GOLUB CAP BDC INC32.8K shares-1.41%2025-12-312026-01-06 BA BOEING CO2.0K shares0.20%2025-12-312026-01-06 MLN VANECK ETF TRUST25.2K shares45.34%2025-12-312026-01-06 AON PLC AON PLC1.3K shares0.00%2025-12-312026-01-06 VGT VANGUARD WORLD FD583 shares0.00%2025-12-312026-01-06 T AT&T INC17.6K shares-3.12%2025-12-312026-01-06 BKR BAKER HUGHES COMPANY9.6K shares1.31%2025-12-312026-01-06 VYMI VANGUARD WHITEHALL FDS4.8K shares-1.27%2025-12-312026-01-06 WCN WASTE CONNECTIONS INC2.5K shares2.80%2025-12-312026-01-06 MEDTRONIC PLC MEDTRONIC PLC4.5K sharesnew addition2025-12-312026-01-06 KR KROGER CO6.8K shares1.22%2025-12-312026-01-06 APAM ARTISAN PARTNERS ASSET MGMT9.9K shares4.69%2025-12-312026-01-06 DGRO ISHARES TR5.8K shares-31.78%2025-12-312026-01-06 UPS UNITED PARCEL SERVICE INC4.0K shares-15.11%2025-12-312026-01-06 ED CONSOLIDATED EDISON INC4.0K shares3.01%2025-12-312026-01-06 FEX FIRST TR EXCHANGE-TRADED ALP3.3K shares-8.43%2025-12-312026-01-06 AOR ISHARES TR6.0K shares0.08%2025-12-312026-01-06 RSG REPUBLIC SVCS INC1.7K shares3.31%2025-12-312026-01-06 JCPB J P MORGAN EXCHANGE TRADED F7.8K shares2.58%2025-12-312026-01-06 MAIN MAIN STR CAP CORP6.1K shares0.00%2025-12-312026-01-06 SCHQ SCHWAB STRATEGIC TR11.6K shares48.48%2025-12-312026-01-06 SCHW SCHWAB CHARLES CORP3.7K shares6.80%2025-12-312026-01-06 HEDJ WISDOMTREE TR6.7K shares0.00%2025-12-312026-01-06 VWO VANGUARD INTL EQUITY INDEX F6.5K shares1.18%2025-12-312026-01-06 FIXD FIRST TR EXCHNG TRADED FD VI7.8K shares-84.98%2025-12-312026-01-06 BLACKROCK INC BLACKROCK INC321 sharesnew addition2025-12-312026-01-06 BUFR FIRST TR EXCHNG TRADED FD VI9.8K shares-70.60%2025-12-312026-01-06 TJX TJX COS INC NEW2.2K sharesnew addition2025-12-312026-01-06 SHV ISHARES TR3.0K shares-19.43%2025-12-312026-01-06 ALPS ETF TR ALPS ETF TR7.1K shares0.00%2025-12-312026-01-06 NI NISOURCE INC8.0K sharesnew addition2025-12-312026-01-06 ULTA ULTA BEAUTY INC549 shares-0.36%2025-12-312026-01-06 SHEL SHELL PLC4.5K shares0.49%2025-12-312026-01-06 CASY CASEYS GEN STORES INC595 shares-4.03%2025-12-312026-01-06 UNH UNITEDHEALTH GROUP INC991 shares-28.91%2025-12-312026-01-06 LMT LOCKHEED MARTIN CORP675 shares0.00%2025-12-312026-01-06 USRT ISHARES TR5.7K shares-14.65%2025-12-312026-01-06 WFC WELLS FARGO CO NEW3.5K shares11.45%2025-12-312026-01-06 ADI ANALOG DEVICES INC1.2K shares7.28%2025-12-312026-01-06 AVEM AMERICAN CENTY ETF TR4.2K shares0.89%2025-12-312026-01-06 IWS ISHARES TR2.3K shares0.00%2025-12-312026-01-06 SPSB SPDR SERIES TRUST10.5K shares3.35%2025-12-312026-01-06 HON HONEYWELL INTL INC1.6K sharesnew addition2025-12-312026-01-06 CMCSA COMCAST CORP NEW10.4K shares-2.56%2025-12-312026-01-06 KTOS KRATOS DEFENSE & SEC SOLUTIO4.1K shares0.00%2025-12-312026-01-06 FDL FIRST TR EXCHANGE-TRADED FD6.9K shares0.39%2025-12-312026-01-06 DRSK ETF SER SOLUTIONS10.7K shares9.70%2025-12-312026-01-06 XEL XCEL ENERGY INC4.1K shares1.26%2025-12-312026-01-06 PEG PUBLIC SVC ENTERPRISE GRP IN3.7K sharesnew addition2025-12-312026-01-06 FVD FIRST TR EXCHANGE-TRADED FD6.4K shares1.99%2025-12-312026-01-06 RING ISHARES INC4.0K shares24.53%2025-12-312026-01-06 LINDE PLC LINDE PLC681 shares-8.96%2025-12-312026-01-06 VEU VANGUARD INTL EQUITY INDEX F3.9K shares-6.66%2025-12-312026-01-06 UTF COHEN & STEERS INFRASTRUCTUR11.8K shares23.52%2025-12-312026-01-06 DIS DISNEY WALT CO2.5K shares-4.82%2025-12-312026-01-06 PM PHILIP MORRIS INTL INC1.7K shares17.08%2025-12-312026-01-06 PTC PTC INC1.6K shares3.40%2025-12-312026-01-06 AMGN AMGEN INC815 shares0.00%2025-12-312026-01-06 WFC-PL WELLS FARGO CO NEW220 shares4.76%2025-12-312026-01-06 COP CONOCOPHILLIPS2.8K shares2.99%2025-12-312026-01-06 IWF ISHARES TR550 shares-12.84%2025-12-312026-01-06 UTG REAVES UTIL INCOME FD7.1K shares32.93%2025-12-312026-01-06 HYG ISHARES TR3.2K shares6.67%2025-12-312026-01-06 GILD GILEAD SCIENCES INC2.1K shares-3.07%2025-12-312026-01-06 BABA ALIBABA GROUP HLDG LTD1.7K shares2.47%2025-12-312026-01-06 TIP ISHARES TR2.3K shares-13.14%2025-12-312026-01-06 FBT FIRST TR EXCHANGE-TRADED FD1.2K shares-1.22%2025-12-312026-01-06 VNQ VANGUARD INDEX FDS2.8K shares-0.32%2025-12-312026-01-06 ORI OLD REP INTL CORP5.4K sharesnew addition2025-12-312026-01-06 RBLX ROBLOX CORP3.0K shares0.00%2025-12-312026-01-06 SNA SNAP ON INC702 shares-1.96%2025-12-312026-01-06 XLE SELECT SECTOR SPDR TR5.4K shares116.21%2025-12-312026-01-06 NTRS NORTHERN TR CORP1.7K shares-4.77%2025-12-312026-01-06 SKYY FIRST TR EXCHANGE TRADED FD1.8K shares0.00%2025-12-312026-01-06 ETR ENTERGY CORP NEW2.5K shares2.50%2025-12-312026-01-06 TLT ISHARES TR2.6K shares0.00%2025-12-312026-01-06 ITM VANECK ETF TRUST4.9K shares-15.39%2025-12-312026-01-06 MTUM ISHARES TR901 shares-51.56%2025-12-312026-01-06 SEIX VIRTUS ETF TR II9.4K shares-84.28%2025-12-312026-01-06 IBB ISHARES TR1.3K shares-7.21%2025-12-312026-01-06 TSI TCW STRATEGIC INCOME FD INC44.3K shares0.91%2025-12-312026-01-06 XSLV INVESCO EXCH TRADED FD TR II4.7K shares-9.26%2025-12-312026-01-06 SYM SYMBOTIC INC3.6K shares-37.01%2025-12-312026-01-06 REZ ISHARES TR2.6K shares0.31%2025-12-312026-01-06 CB CHUBB LIMITED691 sharesnew addition2025-12-312026-01-06 XSVN BONDBLOXX ETF TRUST4.4K shares3.68%2025-12-312026-01-06 ONEY SPDR SERIES TRUST1.9K shares4.36%2025-12-312026-01-06 PYPL PAYPAL HLDGS INC3.6K shares-12.73%2025-12-312026-01-06 SHLD GLOBAL X FDS3.2K shares4.85%2025-12-312026-01-06 FNF FIDELITY NATIONAL FINANCIAL3.8K shares-1.16%2025-12-312026-01-06 BR BROADRIDGE FINL SOLUTIONS IN939 shares-1.05%2025-12-312026-01-06 PGX INVESCO EXCH TRADED FD TR II18.6K shares0.00%2025-12-312026-01-06 IOO ISHARES TR1.6K shares-19.29%2025-12-312026-01-06 CSM PROSHARES TR2.6K shares-10.49%2025-12-312026-01-06 AZN ASTRAZENECA PLC2.2K sharesnew addition2025-12-312026-01-06 IVW ISHARES TR1.7K sharesnew addition2025-12-312026-01-06 IYR ISHARES TR2.1K shares3.23%2025-12-312026-01-06 HR HEALTHCARE RLTY TR11.7K shares0.00%2025-12-312026-01-06 SNAP SNAP INC13.9K shares15.52%2025-12-312026-01-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available