Michael Brannen

@Rda Financial Network

Latest period2024 - Q4

Reported4d 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
PLTRPalantir Technologies Inc Recent Activity New Position	0.11%	$355,007 4,694 shares@ $75.63 avg price	New Position
TSLATesla Inc Recent Activity New Position	0.1%	$331,149 820 shares@ $403.85 avg price	New Position
EMEEmcor Group Inc Recent Activity New Position	0.1%	$309,106 681 shares@ $453.91 avg price	New Position
WFCWells Fargo Co New Recent Activity New Position	0.08%	$260,290 3,706 shares@ $70.24 avg price	New Position
APOApollo Global Mgmt Inc Recent Activity New Position	0.07%	$239,482 1,450 shares@ $165.16 avg price	New Position
GEVGe Vernova Inc Recent Activity New Position	0.07%	$224,001 681 shares@ $328.93 avg price	New Position
GLDMWorld Gold Tr Recent Activity New Position	0.07%	$211,027 4,059 shares@ $51.99 avg price	New Position
EMBIshares Tr Recent Activity New Position	0.07%	$209,691 2,355 shares@ $89.05 avg price	New Position
XLYSelect Sector Spdr Tr Recent Activity New Position	0.07%	$208,870 931 shares@ $224.36 avg price	New Position
ETREntergy Corp New Recent Activity New Position	0.07%	$208,229 2,746 shares@ $75.83 avg price	New Position