Rda Financial Network Top Holdings and 13F Report (2025) About Rda Financial NetworkInvestment ActivityRda Financial Network has $370.15 million in total holdings as of June 30, 2025.Rda Financial Network owns shares of 256 different stocks, but just 94 companies or ETFs make up 80% of its holdings.Approximately 9.01% of the portfolio was purchased this quarter.About 7.52% of the portfolio was sold this quarter.This quarter, Rda Financial Network has purchased 243 new stocks and bought additional shares in 105 stocks.Rda Financial Network sold shares of 106 stocks and completely divested from 12 stocks this quarter.Largest Holdings NVIDIA $14,669,313Microsoft $14,654,578Amazon.com $11,290,522Broadcom $10,741,772Invesco QQQ $10,258,431 Largest New Holdings this Quarter 46138E222 - Invesco S&P International Developed Momentum ETF $2,187,002 Holding90353T100 - Uber Technologies $1,851,352 Holding46138G649 - Invesco NASDAQ 100 ETF $1,837,992 Holding64110L106 - Netflix $1,695,339 Holding893641100 - Transdigm Group $1,473,500 Holding Largest Purchases this Quarter Invesco S&P International Developed Momentum ETF 42,682 shares (about $2.19M)Uber Technologies 19,843 shares (about $1.85M)Invesco NASDAQ 100 ETF 8,093 shares (about $1.84M)Netflix 1,266 shares (about $1.70M)KKR & Co. Inc. 12,565 shares (about $1.67M) Largest Sales this Quarter Broadcom 10,103 shares (about $2.78M)iShares Global 100 ETF 22,960 shares (about $2.48M)Invesco QQQ 3,322 shares (about $1.83M)Taiwan Semiconductor Manufacturing 7,699 shares (about $1.74M)SPDR Portfolio S&P 500 ETF 22,997 shares (about $1.67M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRda Financial Network Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNVDANVIDIA$14,669,313$83,734 ▼-0.6%92,8504.0%Computer and TechnologyMSFTMicrosoft$14,654,578$69,637 ▲0.5%29,4624.0%Computer and TechnologyAMZNAmazon.com$11,290,522$215,223 ▲1.9%51,4633.1%Retail/WholesaleAVGOBroadcom$10,741,772$2,784,883 ▼-20.6%38,9692.9%Computer and TechnologyQQQInvesco QQQ$10,258,431$1,832,572 ▼-15.2%18,5962.8%FinanceAAPLApple$9,678,107$108,330 ▲1.1%47,1712.6%Computer and TechnologyMETAMeta Platforms$9,638,755$85,619 ▼-0.9%13,0592.6%Computer and TechnologyGOOGLAlphabet$9,144,411$11,984 ▲0.1%51,8892.5%Computer and TechnologyJPMJPMorgan Chase & Co.$9,078,648$230,191 ▲2.6%31,3152.5%FinanceVYMVanguard High Dividend Yield ETF$8,149,161$13,331 ▲0.2%61,1292.2%ETFVVisa$6,064,697$22,013 ▼-0.4%17,0811.6%Business ServicesISRGIntuitive Surgical$5,443,881$21,736 ▼-0.4%10,0181.5%MedicalJEPIJPMorgan Equity Premium Income ETF$4,315,142$348,093 ▲8.8%75,9041.2%ETFIJHiShares Core S&P Mid-Cap ETF$4,286,012$118,272 ▲2.8%69,1071.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$4,190,649$102,660 ▲2.5%43,9641.1%ETFFBNDFidelity Total Bond ETF$4,182,008$124,898 ▲3.1%91,4101.1%ETFCOSTCostco Wholesale$4,148,764$69,295 ▼-1.6%4,1911.1%Retail/WholesaleRECSColumbia Research Enhanced Core ETF$3,882,634$233,764 ▲6.4%105,5351.0%ETFBRK.BBerkshire Hathaway$3,733,628$1,240,171 ▲49.7%7,6861.0%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$3,639,315$33,849 ▲0.9%39,6741.0%ETFIUSViShares Core S&P U.S. Value ETF$3,462,234$91,981 ▲2.7%36,5870.9%ManufacturingMOATVanEck Morningstar Wide Moat ETF$3,271,432$31,889 ▼-1.0%34,8800.9%ETFJAAAJanus Henderson AAA CLO ETF$3,259,521$127,332 ▲4.1%64,2270.9%ETFUNHUnitedHealth Group$3,153,351$257,684 ▲8.9%10,1080.9%MedicalAXONAxon Enterprise$3,117,1940.0%3,7650.8%AerospaceXLFFinancial Select Sector SPDR Fund$3,108,002$19,743 ▼-0.6%59,3470.8%ETFACWIiShares MSCI ACWI ETF$3,013,854$23,534 ▲0.8%23,4360.8%ManufacturingFIFiserv$2,965,280$274,132 ▲10.2%17,1990.8%Business ServicesORCLOracle$2,821,820$1,648,230 ▼-36.9%12,9070.8%Computer and TechnologyADBEAdobe$2,804,493$34,045 ▲1.2%7,2490.8%Computer and TechnologyELVElevance Health$2,732,055$217,040 ▲8.6%7,0240.7%MedicalEWEdwards Lifesciences$2,630,359$83,215 ▼-3.1%33,6320.7%MedicalQUALiShares MSCI USA Quality Factor ETF$2,596,044$102,196 ▲4.1%14,2000.7%ETFKMIKinder Morgan$2,497,968$71,001 ▲2.9%84,9650.7%EnergyLLYEli Lilly and Company$2,434,939$26,501 ▼-1.1%3,1240.7%MedicalWMTWalmart$2,413,354$14,178 ▼-0.6%24,6810.7%Retail/WholesaleGEGE Aerospace$2,388,513$25,738 ▲1.1%9,2800.6%AerospaceQYLDGlobal X Nasdaq 100 Covered Call ETF$2,386,763$117,040 ▲5.2%142,7490.6%ManufacturingFIXDFirst Trust TCW Opportunistic Fixed Income ETF$2,276,302$91,818 ▲4.2%51,8640.6%ManufacturingAVUVAvantis U.S. Small Cap Value ETF$2,272,317$121,801 ▲5.7%24,9430.6%ETFKKRKKR & Co. Inc.$2,225,674$1,671,484 ▲301.6%16,7310.6%FinanceIDMOInvesco S&P International Developed Momentum ETF$2,187,002$2,187,002 ▲New Holding42,6820.6%ETFVRTXVertex Pharmaceuticals$2,159,665$92,156 ▼-4.1%4,8510.6%MedicalVTIVanguard Total Stock Market ETF$2,116,457$9,421 ▼-0.4%6,9640.6%ETFHDHome Depot$2,049,164$148,857 ▲7.8%5,5890.6%Retail/WholesaleMAMastercard$2,007,556$3,371 ▼-0.2%3,5730.5%Business ServicesWELLWelltower$2,004,688$120,066 ▼-5.7%13,0400.5%FinanceGOOGAlphabet$1,967,898$98,271 ▲5.3%11,0940.5%Computer and TechnologySCHZSchwab U.S. Aggregate Bond ETF$1,967,312$110,320 ▼-5.3%84,6520.5%ETFCSCOCisco Systems$1,962,624$1,515,747 ▲339.2%28,2880.5%Computer and TechnologyCVXChevron$1,961,208$159,079 ▲8.8%13,6970.5%EnergySOSouthern$1,956,201$38,937 ▲2.0%21,3020.5%UtilitiesOUNZVanEck Merk Gold ETF$1,952,848$1,251,810 ▲178.6%61,2370.5%ETFSCHDSchwab US Dividend Equity ETF$1,924,510$54,458 ▲2.9%72,6230.5%ETFIJRiShares Core S&P Small-Cap ETF$1,907,228$30,273 ▼-1.6%17,4510.5%ETFADPAutomatic Data Processing$1,863,762$104,553 ▲5.9%6,0430.5%Computer and TechnologyUBERUber Technologies$1,851,352$1,851,352 ▲New Holding19,8430.5%Computer and TechnologyQQQMInvesco NASDAQ 100 ETF$1,837,992$1,837,992 ▲New Holding8,0930.5%ETFDIVOAmplify CWP Enhanced Dividend Income ETF$1,812,260$19,275 ▲1.1%42,5910.5%ETFTMOThermo Fisher Scientific$1,783,574$27,571 ▲1.6%4,3990.5%MedicalHYTBlackRock Corporate High Yield Fund$1,783,363$34,125 ▲2.0%182,9090.5%Financial ServicesMBBiShares MBS ETF$1,782,783$46,663 ▲2.7%18,9880.5%ETFIUSBiShares Core Total USD Bond Market ETF$1,732,535$400,449 ▼-18.8%37,4760.5%ManufacturingWMWaste Management$1,730,802$38,442 ▲2.3%7,5640.5%Business ServicesROPRoper Technologies$1,720,306$65,751 ▲4.0%3,0350.5%Computer and TechnologySPYVSPDR Portfolio S&P 500 Value ETF$1,709,058$96,410 ▼-5.3%32,6530.5%ETFQCOMQUALCOMM$1,700,980$164,030 ▲10.7%10,6810.5%Computer and TechnologyNFLXNetflix$1,695,339$1,695,339 ▲New Holding1,2660.5%Consumer DiscretionaryARCCAres Capital$1,683,480$47,939 ▼-2.8%76,6610.5%FinancePFEPfizer$1,642,710$19,780 ▼-1.2%67,7690.4%MedicalEFViShares MSCI EAFE Value ETF$1,579,128$502,444 ▲46.7%24,8760.4%ETFVHTVanguard Health Care ETF$1,569,012$43,459 ▲2.8%6,3180.4%ETFXLKTechnology Select Sector SPDR Fund$1,560,364$10,889 ▲0.7%6,1620.4%ETFHDViShares Core High Dividend ETF$1,548,167$31,050 ▼-2.0%13,2130.4%ETFVTVVanguard Value ETF$1,529,779$4,418 ▼-0.3%8,6560.4%ETFBXBlackstone$1,491,365$3,141 ▼-0.2%9,9700.4%FinanceTDGTransdigm Group$1,473,500$1,473,500 ▲New Holding9690.4%AerospaceEDIVSPDR S&P Emerging Markets Dividend ETF$1,472,516$66,787 ▲4.8%38,6280.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$1,468,913$93,235 ▼-6.0%14,2740.4%ETFCPRTCopart$1,450,853$62,613 ▲4.5%29,5670.4%Business ServicesBINCiShares Flexible Income Active ETF$1,440,738$3,170 ▲0.2%27,2660.4%ETFDUKDuke Energy$1,436,164$1,114,381 ▲346.3%12,1710.4%UtilitiesDYNFiShares U.S. Equity Factor Rotation Active ETF$1,430,120$26,685 ▲1.9%26,2600.4%ETFSEIXVirtus Seix Senior Loan ETF$1,380,090$11,002 ▲0.8%58,5780.4%ETFXTENBondBloxx Bloomberg Ten Year Target Duration US Treasury ETF$1,372,014$723,189 ▲111.5%29,7230.4%ETFSPLGSPDR Portfolio S&P 500 ETF$1,367,662$1,671,652 ▼-55.0%18,8150.4%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$1,294,2030.0%27,2120.3%ETFVIGVanguard Dividend Appreciation ETF$1,282,462$30,905 ▲2.5%6,2660.3%ETFVZVerizon Communications$1,274,492$60,103 ▼-4.5%29,4540.3%Computer and TechnologyPGProcter & Gamble$1,259,280$962,145 ▲323.8%7,9040.3%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$1,243,829$172,290 ▼-12.2%6,8440.3%ETFXLGInvesco S&P 500 Top 50 ETF$1,237,479$742,894 ▲150.2%23,7520.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$1,196,548$188,461 ▲18.7%40,9640.3%ETFAOMiShares Core 40/60 Moderate Allocation ETF$1,193,127$8,057 ▼-0.7%25,9150.3%ETFBUFRFT Vest Laddered Buffer ETF$1,142,033$532,618 ▼-31.8%35,9130.3%ETFDNPDNP Select Income Fund$1,112,5160.0%113,6380.3%FinanceSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,100,295$174,652 ▼-13.7%32,7660.3%ETFXLPConsumer Staples Select Sector SPDR Fund$1,082,965$11,093 ▼-1.0%13,3750.3%ETFTSMTaiwan Semiconductor Manufacturing$1,051,593$1,743,746 ▼-62.4%4,6430.3%Computer and TechnologyMUMicron Technology$1,032,324$74,072 ▲7.7%8,3760.3%Computer and TechnologyShowing largest 100 holdings. 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