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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
NVDANvidia Corporation
Recent Activity
Increased 5.21%
3.59%
$12.306M
91,638 shares@ $134.3 avg price
MSFTMicrosoft Corp
Recent Activity
Increased 10.54%
3.47%
$11.887M
28,201 shares@ $421.5 avg price
AAPLApple Inc
Recent Activity
Increased 11.43%
3.32%
$11.381M
45,449 shares@ $250.43 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 4.08%
3.28%
$11.244M
21,994 shares@ $511.23 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 25.32%
3.11%
$10.663M
48,604 shares@ $219.4 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 4.6%
2.75%
$9.426M
49,795 shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
Increased 2.9%
2.24%
$7.674M
13,107 shares@ $585.49 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Increased 2.03%
2.15%
$7.358M
30,697 shares@ $239.72 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 4.13%
1.33%
$4.542M
8,978 shares@ $505.89 avg price
IJHIshares Tr
Recent Activity
Increased 1.91%
1.23%
$4.194M
67,308 shares@ $62.31 avg price