RTD Financial Advisors, Inc. Portfolio Holdings
Q3 2025•107 long positions•$832.1M portfolio value
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Holding109 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $94.7M 11.38% | +$1.0M Bought | — 141.5K shares | 139.9K → 141.5K +$1.0M | +1.11% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $49.5M 5.95% | +$1.1M Bought | — 665.2K shares | 650.9K → 665.2K +$1.1M | +2.2% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $45.4M 5.45% | -$1.0M Sold | — 96.9K shares | 99.0K → 96.9K −$1.0M | -2.2% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $41.7M 5.01% | +$1.6M Bought | — 877.0K shares | 843.4K → 877.0K +$1.6M | +3.98% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $41.1M 4.94% | +$2.6M Bought | — 630.3K shares | 590.0K → 630.3K +$2.6M | +6.83% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $36.2M 4.35% | -$1.2M Sold | — 98.9K shares | 102.3K → 98.9K −$1.2M | -3.29% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $34.2M 4.11% | +$1.7M Bought | — 287.7K shares | 273.5K → 287.7K +$1.7M | +5.17% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $29.7M 3.57% | -$1.0M Sold | — 208.3K shares | 215.6K → 208.3K −$1.0M | -3.36% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $22.7M 2.72% | -$3.6K Sold | — 198.9K shares | 198.9K → 198.9K −$3.6K | -0.02% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $20.2M 2.43% | +$592.6K Bought | — 144.8K shares | 140.6K → 144.8K +$592.6K | +3.02% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $20.2M 2.42% | +$625.5K Bought | — 189.2K shares | 183.4K → 189.2K +$625.5K | +3.2% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $19.6M 2.36% | +$130.1K Bought | — 66.8K shares | 66.3K → 66.8K +$130.1K | +0.67% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $17.0M 2.04% | +$769.4K Bought | — 83.6K shares | 79.8K → 83.6K +$769.4K | +4.74% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $16.4M 1.97% | -$60.1K Sold | — 79.3K shares | 79.6K → 79.3K −$60.1K | -0.37% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $15.5M 1.86% | -$187.5K Sold | — 64.0K shares | 64.8K → 64.0K −$187.5K | -1.2% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $15.2M 1.83% | +$121.0K Bought | — 281.0K shares | 278.8K → 281.0K +$121.0K | +0.8% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.6M 1.76% | +$544.3K Bought | — 103.3K shares | 99.5K → 103.3K +$544.3K | +3.87% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.5M 1.74% | +$285.4K Bought | — 130.2K shares | 127.7K → 130.2K +$285.4K | +2.01% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $14.0M 1.69% | -$329.6K Sold | — 43.9K shares | 44.9K → 43.9K −$329.6K | -2.29% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $13.5M 1.62% | +$143.4K Bought | — 175.6K shares | 173.8K → 175.6K +$143.4K | +1.08% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $13.4M 1.6% | -$73.1K Sold | — 76.5K shares | 76.9K → 76.5K −$73.1K | -0.54% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $12.9M 1.55% | -$246.6K Sold | — 152.1K shares | 155.0K → 152.1K −$246.6K | -1.88% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.9M 1.43% | -$123.3K Sold | — 498.6K shares | 503.8K → 498.6K −$123.3K | -1.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.7M 1.41% | +$185.3K Bought | — 173.0K shares | 170.3K → 173.0K +$185.3K | +1.6% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $10.7M 1.28% | -$231.5K Sold | — 36.3K shares | 37.1K → 36.3K −$231.5K | -2.13% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.4M 1.25% | +$576.9K Bought | — 94.1K shares | 88.9K → 94.1K +$576.9K | +5.87% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $10.3M 1.24% | -$495.9K Sold | — 230.4K shares | 241.5K → 230.4K −$495.9K | -4.59% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $10.1M 1.21% | -$208.3K Sold | — 112.4K shares | 114.8K → 112.4K −$208.3K | -2.03% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $10.0M 1.21% | -$66.7K Sold | — 70.4K shares | 70.8K → 70.4K −$66.7K | -0.66% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.9M 1.19% | -$255.8K Sold | — 376.9K shares | 386.6K → 376.9K −$255.8K | -2.51% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.9M 1.19% | -$330.5K Sold | — 56.0K shares | 57.9K → 56.0K −$330.5K | -3.23% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $9.7M 1.16% | -$123.7K Sold | — 193.1K shares | 195.6K → 193.1K −$123.7K | -1.26% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $8.9M 1.07% | -$202.2K Sold | — 145.8K shares | 149.1K → 145.8K −$202.2K | -2.22% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $8.1M 0.979% | -$6.5K Sold | — 39.0K shares | 39.1K → 39.0K −$6.5K | -0.08% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.6M 0.789% | -$223.0K Sold | — 123.0K shares | 127.2K → 123.0K −$223.0K | -3.28% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.2M 0.743% | +$100.4K Bought | — 24.3K shares | 23.9K → 24.3K +$100.4K | +1.65% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.2M 0.63% | -$48.4K Sold | — 164.2K shares | 165.7K → 164.2K −$48.4K | -0.91% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.2M 0.625% | -$78.6K Sold | — 129.3K shares | 131.3K → 129.3K −$78.6K | -1.49% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.1M 0.612% | -$75.1K Sold | — 42.2K shares | 42.8K → 42.2K −$75.1K | -1.45% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.7M 0.567% | — | — 81.1K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.6M 0.555% | -$23.4K Sold | — 55.4K shares | 55.7K → 55.4K −$23.4K | -0.5% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.2M 0.507% | +$16.7K Bought | — 14.2K shares | 14.1K → 14.2K +$16.7K | +0.4% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.7M 0.444% | +$466.8K Bought | — 61.6K shares | 53.8K → 61.6K +$466.8K | +14.47% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 0.395% | -$1.5M Sold | — 36.0K shares | 52.8K → 36.0K −$1.5M | -31.83% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.2M 0.389% | -$256.3K Sold | — 125.8K shares | 135.8K → 125.8K −$256.3K | -7.34% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.2M 0.384% | +$30.3K Bought | — 66.5K shares | 65.9K → 66.5K +$30.3K | +0.96% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.1M 0.377% | +$451.9K Bought | — 16.8K shares | 14.4K → 16.8K +$451.9K | +16.84% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.8M 0.331% | +$580.8K Bought | — 5.7K shares | 4.5K → 5.7K +$580.8K | +26.69% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.6M 0.312% | -$53.2K Sold | — 27.9K shares | 28.5K → 27.9K −$53.2K | -2.01% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $2.5M 0.304% | -$25.2K Sold | — 28.7K shares | 29.0K → 28.7K −$25.2K | -0.99% | — — | Q4 2021 Held for 3y 11m |
