test

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
IUSVIshares Tr
Recent Activity
Increased 0.95%
0.97%
$3.294M
35,581 shares@ $92.6 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 32.01%
0.96%
$3.278M
47,550 shares@ $68.94 avg price
MOATVaneck Etf Trust
Recent Activity
Decreased -43.86%
0.92%
$3.125M
33,699 shares@ $92.73 avg price
ADBEAdobe Inc
Recent Activity
Decreased -22.56%
0.92%
$3.123M
7,023 shares@ $444.69 avg price
ORCLOracle Corp
Recent Activity
Increased 1.62%
0.91%
$3.117M
18,707 shares@ $166.65 avg price
FIFiserv Inc
Recent Activity
Increased 103.92%
0.9%
$3.071M
14,951 shares@ $205.42 avg price
JAAAJanus Detroit Str Tr
Recent Activity
Increased 10.66%
0.9%
$3.066M
60,461 shares@ $50.72 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 4.37%
0.83%
$2.822M
58,385 shares@ $48.33 avg price
IOOIshares Tr
Recent Activity
Increased 19.18%
0.8%
$2.733M
27,122 shares@ $100.78 avg price
ACWIIshares Tr
Recent Activity
Decreased -12.15%
0.8%
$2.729M
23,224 shares@ $117.51 avg price