HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 NVIDIA CORPORATION |
10,935 | -332 | $9,880 |
| NVDA | 10,935 | -332 | $9,880 |
| MICROSOFT CORP |
22,735 | +467 | $9,565 |
| MSFT | 22,735 | +467 | $9,565 |
| INVESCO QQQ TR |
21,128 | -145 | $9,381 |
| QQQ | 21,128 | -145 | $9,381 |
| VANGUARD WHITEHALL FDS (VYM) |
59,694 | +1,096 | $7,222 |
| VYM | 59,694 | +1,096 | $7,222 |
| ALPHABET INC |
46,560 | +1,062 | $7,027 |
| GOOGL | 46,560 | +1,062 | $7,027 |
| BROADCOM INC |
5,232 | +59 | $6,934 |
| AVGO | 5,232 | +59 | $6,934 |
| APPLE INC |
39,662 | -2,164 | $6,801 |
| AAPL | 39,662 | -2,164 | $6,801 |
| AMAZON COM INC |
35,176 | +1,579 | $6,345 |
| AMZN | 35,176 | +1,579 | $6,345 |
| JPMORGAN CHASE & CO |
30,703 | +198 | $6,150 |
| JPM | 30,703 | +198 | $6,150 |
| META PLATFORMS INC |
11,924 | -326 | $5,790 |
| META | 11,924 | -326 | $5,790 |
| VANECK ETF TRUST (MOAT) |
53,820 | +5,615 | $4,838 |
| MOAT | 53,820 | +5,615 | $4,838 |
| VISA INC |
16,004 | +1,109 | $4,466 |
| V | 16,004 | +1,109 | $4,466 |
| SPDR SER TR (SPYV) |
84,696 | -987 | $4,243 |
| SPYV | 84,696 | -987 | $4,243 |
| UNITEDHEALTH GROUP INC |
8,503 | +778 | $4,206 |
| UNH | 8,503 | +778 | $4,206 |
| SPDR SER TR (SPYD) |
102,614 | -1,722 | $4,177 |
| SPYD | 102,614 | -1,722 | $4,177 |
| ISHARES TR (STIP) |
40,615 | +588 | $4,038 |
| STIP | 40,615 | +588 | $4,038 |
| ADOBE INC |
7,874 | +623 | $3,973 |
| ADBE | 7,874 | +623 | $3,973 |
| SPDR SER TR (SPIB) |
116,540 | -637 | $3,810 |
| SPIB | 116,540 | -637 | $3,810 |
| J P MORGAN EXCHANGE TRADED F (JEPI) |
62,663 | +24,590 | $3,626 |
| JEPI | 62,663 | +24,590 | $3,626 |
| ISHARES TR (IJH) |
58,809 | +46,972 | $3,572 |
| IJH | 58,809 | +46,972 | $3,572 |
| ELI LILLY & CO |
4,349 | +324 | $3,383 |
| LLY | 4,349 | +324 | $3,383 |
| ELEVANCE HEALTH INC |
6,466 | +10 | $3,353 |
| ELV | 6,466 | +10 | $3,353 |
| ISHARES TR (IUSV) |
35,251 | -804 | $3,188 |
| IUSV | 35,251 | -804 | $3,188 |
| INTUITIVE SURGICAL INC |
7,984 | +93 | $3,186 |
| ISRG | 7,984 | +93 | $3,186 |
| ISHARES TR (FLOT) |
56,906 | -653 | $2,906 |
| FLOT | 56,906 | -653 | $2,906 |
| AMPLIFY ETF TR (SWAN) |
103,565 | -546 | $2,892 |
| SWAN | 103,565 | -546 | $2,892 |
| ISHARES TR (SGOV) |
28,217 | -130 | $2,842 |
| SGOV | 28,217 | -130 | $2,842 |
| ISHARES TR (SHV) |
24,160 | -908 | $2,671 |
| SHV | 24,160 | -908 | $2,671 |
| SPDR SER TR (SPYG) |
35,905 | +3,358 | $2,626 |
| SPYG | 35,905 | +3,358 | $2,626 |
| ISHARES TR (ACWI) |
23,041 | -216 | $2,538 |
| ACWI | 23,041 | -216 | $2,538 |
| SPDR SER TR (BIL) |
27,427 | -4,862 | $2,518 |
| BIL | 27,427 | -4,862 | $2,518 |
| ALIGN TECHNOLOGY INC |
7,636 | +133 | $2,504 |
| ALGN | 7,636 | +133 | $2,504 |
| GLOBAL X FDS |
135,939 | -377 | $2,435 |
| QYLD | 135,939 | -377 | $2,435 |
| EDWARDS LIFESCIENCES CORP |
24,473 | +986 | $2,339 |
| EW | 24,473 | +986 | $2,339 |
| COSTCO WHSL CORP NEW |
3,133 | +332 | $2,295 |
| COST | 3,133 | +332 | $2,295 |
| ISHARES TR (IOO) |
24,586 | -726 | $2,198 |
| IOO | 24,586 | -726 | $2,198 |
| FIDELITY MERRIMACK STR TR |
47,944 | +183 | $2,172 |
| FBND | 47,944 | +183 | $2,172 |
| SELECT SECTOR SPDR TR (XLF) |
51,430 | UNCH | $2,166 |
| XLF | 51,430 | UNCH | $2,166 |
| ISHARES TR (USRT) |
39,517 | -1,581 | $2,126 |
| USRT | 39,517 | -1,581 | $2,126 |
| ISHARES TR (IJR) |
18,995 | -616 | $2,099 |
| IJR | 18,995 | -616 | $2,099 |
| JANUS DETROIT STR TR |
39,140 | +1,277 | $1,986 |
| JAAA | 39,140 | +1,277 | $1,986 |
| ORACLE CORP |
15,510 | +2,763 | $1,948 |
| ORCL | 15,510 | +2,763 | $1,948 |
| VANGUARD INDEX FDS (VTI) |
7,432 | -164 | $1,931 |
| VTI | 7,432 | -164 | $1,931 |
 BERKSHIRE HATHAWAY INC DEL |
$1,909 | ||
| BRK.B | 4,539 | -60 | $1,909 |
| FIRST TR EXCHNG TRADED FD VI (FIXD) |
43,466 | +182 | $1,895 |
| FIXD | 43,466 | +182 | $1,895 |
| THERMO FISHER SCIENTIFIC INC |
3,195 | +169 | $1,857 |
| TMO | 3,195 | +169 | $1,857 |
| AMERICAN CENTY ETF TR (AVUV) |
18,973 | +1,468 | $1,778 |
| AVUV | 18,973 | +1,468 | $1,778 |
| VANGUARD WORLD FD (VHT) |
6,560 | -385 | $1,775 |
| VHT | 6,560 | -385 | $1,775 |
| VANGUARD INDEX FDS (VTV) |
10,444 | +475 | $1,701 |
| VTV | 10,444 | +475 | $1,701 |
| INTEL CORP |
38,429 | +22,052 | $1,697 |
| INTC | 38,429 | +22,052 | $1,697 |
See Full List: All Stocks Held By RDA Financial Network
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By RDA Financial Network
|
Size ($ in 1000's)
At 03/31/2024: $291,812 At 12/31/2023: $263,919 RDA Financial Network holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from RDA Financial Network 13F filings. Link to 13F filings: SEC filings |
