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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
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
BILSpdr Ser Tr
Recent Activity
Increased 162.92%
1.23%
$4.187M
45,799 shares@ $91.44 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Decreased -3.65%
1.22%
$4.158M
7,967 shares@ $521.96 avg price
FBNDFidelity Merrimack Str Tr
Recent Activity
Increased 68.86%
1.15%
$3.919M
87,343 shares@ $44.88 avg price
JEPIJ P Morgan Exchange Traded F
Recent Activity
Increased 1.25%
1.14%
$3.903M
67,843 shares@ $57.54 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
COSTCostco Whsl Corp New
Recent Activity
Increased 17.83%
1.08%
$3.676M
4,012 shares@ $916.27 avg price
RECSColumbia Etf Tr I
Recent Activity
New Position
1%
$3.426M
98,957 shares@ $34.62 avg price