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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
BABAAlibaba Group Hldg Ltd
Recent Activity
Exited
0%
$1.701M
16,030 shares@ $106.13 avg price
SRLNSsga Active Etf Tr
Recent Activity
Exited
0%
$965,182
23,113 shares@ $41.76 avg price
DEDeere & Co
Recent Activity
Exited
0%
$742,847
1,780 shares@ $417.33 avg price
BNDVanguard Bd Index Fds
Recent Activity
Exited
0%
$679,620
9,048 shares@ $75.12 avg price
TMToyota Motor Corp
Recent Activity
Exited
0%
$338,390
1,895 shares@ $178.57 avg price
9497⤦Wells Fargo Co New
Recent Activity
Exited
0%
$335,936
262 shares@ $1282.2 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$273,357
3,637 shares@ $75.17 avg price
FEFirstenergy Corp
Recent Activity
Exited
0%
$233,281
5,260 shares@ $44.35 avg price
CBChubb Limited
Recent Activity
Exited
0%
$209,779
727 shares@ $288.56 avg price
DALDelta Air Lines Inc Del
Recent Activity
Exited
0%
$209,318
4,121 shares@ $50.8 avg price