Michael Brannen

@Rda Financial Network

Latest period2024 - Q4

Reported3d ago

Managed Assets$342.974M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RECSColumbia Etf Tr I Recent Activity New Position	1%	$3.426M 98,957 shares@ $34.62 avg price	New Position
AXONAxon Enterprise Inc Recent Activity New Position	0.66%	$2.235M 3,760 shares@ $594.32 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.46%	$1.567M 4,688 shares@ $334.33 avg price	New Position
ADPAutomatic Data Processing In Recent Activity New Position	0.44%	$1.508M 5,151 shares@ $292.74 avg price	New Position
SEIXVirtus Etf Tr Ii Recent Activity New Position	0.4%	$1.356M 56,667 shares@ $23.93 avg price	New Position
SHYIshares Tr Recent Activity New Position	0.17%	$563,776 6,877 shares@ $81.98 avg price	New Position
BIIBBiogen Inc Recent Activity New Position	0.15%	$490,873 3,210 shares@ $152.92 avg price	New Position
ETNEaton Corp Plc Recent Activity New Position	0.12%	$403,554 1,216 shares@ $331.88 avg price	New Position
SPMOInvesco Exch Traded Fd Tr Ii Recent Activity New Position	0.12%	$399,612 4,206 shares@ $95.01 avg price	New Position
REGLProshares Tr Recent Activity New Position	0.12%	$397,412 4,927 shares@ $80.67 avg price	New Position