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Michael Brannen

@Rda Financial Network

Latest period2024 - Q4ReportedManaged Assets$342.974MTotal holdings239
Assets growth rate6.4%Assets growth rate (2-Q avg)6.01%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Rda Financial Network's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 239 positions.

Assets under management

The assets under management (AUM) of Rda Financial Network over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 342.974M in assets, with a quarterly growth rate of 6.4% and a 2-quarter average growth rate of 6.01%. The portfolio is managed by Michael Brannen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AVGOBroadcom Inc
Recent Activity
Decreased -1.24%
3.49%
$11.957M
51,576 shares@ $231.85 avg price
VYMVanguard Whitehall Fds
Recent Activity
Decreased -0.27%
2.24%
$7.67M
60,116 shares@ $127.59 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -3.65%
1.22%
$4.158M
7,967 shares@ $521.96 avg price
VVisa Inc
Recent Activity
Decreased -2.21%
1.14%
$3.885M
12,294 shares@ $316.03 avg price
SPYGSpdr Ser Tr
Recent Activity
Decreased -8.77%
1.12%
$3.808M
43,323 shares@ $87.91 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -43.86%
0.92%
$3.125M
33,699 shares@ $92.73 avg price
ADBEAdobe Inc
Recent Activity
Decreased -22.56%
0.92%
$3.123M
7,023 shares@ $444.69 avg price
ACWIIshares Tr
Recent Activity
Decreased -12.15%
0.8%
$2.729M
23,224 shares@ $117.51 avg price
QYLDGlobal X Fds
Recent Activity
Decreased -4.84%
0.7%
$2.368M
129,949 shares@ $18.23 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -35.14%
0.64%
$2.169M
2,810 shares@ $771.93 avg price