RDA Financial Network Portfolio Holdings
Q3 2025•253 long positions•$400.5M portfolio value
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Holding274 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Semiconductors Technology | $16.7M 4.16% | -$655.1K Sold | 0.0% 89.3K shares | 92.9K → 89.3K −$655.1K | -3.78% | $4.54T Mega Cap | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $15.8M 3.95% | +$578.0K Bought | 0.0% 30.6K shares | 29.5K → 30.6K +$578.0K | +3.79% | $3.85T Mega Cap | Q1 2019 Held for 6y 8m | |
Semiconductors Technology | $12.3M 3.08% | -$508.7K Sold | 0.001% 37.4K shares | 39.0K → 37.4K −$508.7K | -3.96% | $1.56T Mega Cap | Q1 2019 Held for 6y 8m | |
Internet Content & Information Communication Services | $12.1M 3.03% | -$474.8K Sold | 0.0% 49.9K shares | 51.9K → 49.9K −$474.8K | -3.76% | $2.95T Mega Cap | Q1 2019 Held for 6y 8m | |
Consumer Electronics Technology | $12.1M 3.02% | +$88.9K Bought | 0.0% 47.5K shares | 47.2K → 47.5K +$88.9K | +0.74% | $3.78T Mega Cap | Q1 2019 Held for 6y 8m | |
Specialty Retail Consumer Cyclical | $11.8M 2.95% | +$517.3K Bought | 0.001% 53.8K shares | 51.5K → 53.8K +$517.3K | +4.58% | $2.34T Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $11.0M 2.74% | -$178.9K Sold | — 18.3K shares | 18.6K → 18.3K −$178.9K | -1.6% | — — | Q1 2019 Held for 6y 8m | |
Internet Content & Information Communication Services | $10.0M 2.5% | +$431.1K Bought | 0.001% 13.6K shares | 13.1K → 13.6K +$431.1K | +4.49% | $1.84T Mega Cap | Q1 2019 Held for 6y 8m | |
Banks - Diversified Financial Services | $9.4M 2.36% | -$438.5K Sold | 0.001% 29.9K shares | 31.3K → 29.9K −$438.5K | -4.44% | $867.35B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $8.4M 2.1% | -$192.3K Sold | — 59.8K shares | 61.1K → 59.8K −$192.3K | -2.23% | — — | Q1 2019 Held for 6y 8m | |
Financial - Credit Services Financial Services | $6.5M 1.61% | +$620.3K Bought | 0.001% 18.9K shares | 17.1K → 18.9K +$620.3K | +10.64% | $662.60B Mega Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $5.9M 1.47% | +$2.2M Bought | — 64.1K shares | 39.7K → 64.1K +$2.2M | +61.47% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.8M 1.21% | +$620.9K Bought | — 104.8K shares | 91.4K → 104.8K +$620.9K | +14.69% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $4.8M 1.19% | +$3.5M Bought | — 17.0K shares | 4.6K → 17.0K +$3.5M | +266.31% | — — | Q4 2022 Held for 2y 11m | |
Medical - Instruments & Supplies Healthcare | $4.7M 1.18% | +$246.4K Bought | 0.003% 10.6K shares | 10.0K → 10.6K +$246.4K | +5.5% | $160.32B Large Cap | Q2 2021 Held for 4y 5m | |
Insurance - Diversified Financial Services | $4.5M 1.13% | +$658.1K Bought | 0.0% 9.0K shares | 7.7K → 9.0K +$658.1K | +17.03% | $1.08T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $4.5M 1.12% | +$133.1K Bought | — 78.2K shares | 75.9K → 78.2K +$133.1K | +3.07% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.4M 1.11% | -$153.4K Sold | — 42.5K shares | 44.0K → 42.5K −$153.4K | -3.34% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $4.2M 1.06% | -$277.4K Sold | — 64.9K shares | 69.1K → 64.9K −$277.4K | -6.15% | — — | Q1 2019 Held for 6y 8m | |
Discount Stores Consumer Defensive | $4.2M 1.04% | +$278.6K Bought | 0.001% 4.5K shares | 4.2K → 4.5K +$278.6K | +7.18% | $410.27B Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.1M 1.03% | -$129.5K Sold | — 102.3K shares | 105.5K → 102.3K −$129.5K | -3.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.6M 0.905% | +$427.1K Bought | — 67.3K shares | 59.3K → 67.3K +$427.1K | +13.36% | — — | Q1 2019 Held for 6y 8m | |
ETF ETF | $3.6M 0.895% | +$322.8K Bought | — 70.6K shares | 64.2K → 70.6K +$322.8K | +9.9% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $3.5M 0.886% | -$109.9K Sold | — 35.5K shares | 36.6K → 35.5K −$109.9K | -3.01% | — — | Q2 2021 Held for 4y 5m | |
ETF ETF | $3.4M 0.86% | -$12.0K Sold | — 34.8K shares | 34.9K → 34.8K −$12.0K | -0.35% | — — | Q1 2019 Held for 6y 8m | |
Internet Content & Information Communication Services | $3.3M 0.821% | +$586.0K Bought | 0.0% 13.5K shares | 11.1K → 13.5K +$586.0K | +21.69% | $2.95T Mega Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $3.1M 0.784% | -$101.1K Sold | — 22.7K shares | 23.4K → 22.7K −$101.1K | -3.12% | — — | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $3.1M 0.762% | +$493.9K Bought | 0.002% 8.6K shares | 7.2K → 8.6K +$493.9K | +19.31% | $147.66B Large Cap | Q1 2019 Held for 6y 8m | |
Software - Infrastructure Technology | $2.9M 0.731% | +$2.9M New | 0.004% 13.6K shares | 0 → 13.6K +$2.9M | New | $74.8B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $2.9M 0.727% | -$716.9K Sold | 0.0% 10.4K shares | 12.9K → 10.4K −$716.9K | -19.75% | $801.76B Mega Cap | Q2 2023 Held for 2y 5m | |
Discount Stores Consumer Defensive | $2.8M 0.7% | +$261.4K Bought | 0.0% 27.2K shares | 24.7K → 27.2K +$261.4K | +10.28% | $821.68B Mega Cap | Q3 2020 Held for 5y 2m | |
Aerospace & Defense Industrials | $2.7M 0.675% | — | 0.005% 3.8K shares | — | — | $56.3B Large Cap | Q4 2024 Held for 11 months | |
Biotechnology Healthcare | $2.6M 0.656% | +$727.7K Bought | 0.003% 6.7K shares | 4.9K → 6.7K +$727.7K | +38.3% | $100.41B Large Cap | Q1 2023 Held for 2y 8m | |
ETF ETF | $2.6M 0.656% | +$322.4K Bought | — 48.7K shares | 42.7K → 48.7K +$322.4K | +13.99% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $2.6M 0.644% | +$302.0K Bought | — 69.4K shares | 61.2K → 69.4K +$302.0K | +13.26% | — — | Q2 2024 Held for 1y 5m | |
Computer Hardware Technology | $2.5M 0.629% | +$2.5M New | 0.001% 17.3K shares | 0 → 17.3K +$2.5M | New | $183.14B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $2.5M 0.629% | +$37.9K Bought | — 25.3K shares | 24.9K → 25.3K +$37.9K | +1.53% | — — | Q4 2022 Held for 2y 11m | |
Home Improvement Consumer Cyclical | $2.5M 0.622% | +$227.3K Bought | 0.001% 6.2K shares | 5.6K → 6.2K +$227.3K | +10.04% | $403.32B Mega Cap | Q1 2019 Held for 6y 8m | |
Drug Manufacturers - General Healthcare | $2.5M 0.62% | +$100.0K Bought | 0.0% 3.3K shares | 3.1K → 3.3K +$100.0K | +4.19% | $684.00B Mega Cap | Q4 2019 Held for 5y 11m | |
Oil & Gas Midstream Energy | $2.4M 0.603% | +$9.3K Bought | 0.004% 85.3K shares | 85.0K → 85.3K +$9.3K | +0.39% | $62.9B Large Cap | Q1 2019 Held for 6y 8m | |
ETF ETF | $2.4M 0.6% | -$26.6K Sold | — 141.2K shares | 142.7K → 141.2K −$26.6K | -1.09% | — — | Q1 2019 Held for 6y 8m | |
Asset Management Financial Services | $2.4M 0.597% | +$216.4K Bought | 0.002% 18.4K shares | 16.7K → 18.4K +$216.4K | +9.95% | $115.78B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.3M 0.579% | +$320.5K Bought | — 9.4K shares | 8.1K → 9.4K +$320.5K | +16.03% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $2.3M 0.579% | +$15.4K Bought | — 52.2K shares | 51.9K → 52.2K +$15.4K | +0.67% | — — | Q4 2022 Held for 2y 11m | |
Software - Application Technology | $2.3M 0.575% | +$360.8K Bought | 0.001% 23.5K shares | 19.8K → 23.5K +$360.8K | +18.56% | $204.31B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $2.3M 0.57% | -$2.6K Sold | — 7.0K shares | 7.0K → 7.0K −$2.6K | -0.11% | — — | Q1 2019 Held for 6y 8m | |
REIT - Healthcare Facilities Real Estate | $2.3M 0.566% | -$55.4K Sold | 0.002% 12.7K shares | 13.0K → 12.7K −$55.4K | -2.38% | $119.14B Large Cap | Q1 2019 Held for 6y 8m | |
Medical - Healthcare Plans Healthcare | $2.2M 0.557% | -$39.1K Sold | 0.003% 6.9K shares | 7.0K → 6.9K −$39.1K | -1.72% | $72.8B Large Cap | Q2 2019 Held for 6y 5m | |
Aerospace & Defense Industrials | $2.2M 0.546% | -$605.8K Sold | 0.001% 7.3K shares | 9.3K → 7.3K −$605.8K | -21.7% | $319.00B Mega Cap | Q4 2023 Held for 1y 11m | |
Oil & Gas Integrated Energy | $2.1M 0.535% | +$15.2K Bought | 0.001% 13.8K shares | 13.7K → 13.8K +$15.2K | +0.72% | $312.88B Mega Cap | Q1 2019 Held for 6y 8m |
