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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
EWEdwards Lifesciences Corp
Recent Activity
Increased 1.58%
0.73%
$2.5M
33,770 shares@ $74.03 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 8.12%
0.73%
$2.497M
91,118 shares@ $27.41 avg price
IUSBIshares Tr
Recent Activity
Increased 43.94%
0.71%
$2.404M
53,176 shares@ $45.21 avg price
QYLDGlobal X Fds
Recent Activity
Decreased -4.84%
0.7%
$2.368M
129,949 shares@ $18.23 avg price
ELVElevance Health Inc
Recent Activity
Increased 0.51%
0.69%
$2.355M
6,384 shares@ $368.91 avg price
WMTWalmart Inc
Recent Activity
Increased 5.97%
0.68%
$2.302M
25,475 shares@ $90.36 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 10.05%
0.68%
$2.299M
5,073 shares@ $453.28 avg price
TSMTaiwan Semiconductor Mfg Ltd
Recent Activity
Increased 11.86%
0.66%
$2.249M
11,390 shares@ $197.49 avg price
TMOThermo Fisher Scientific Inc
Recent Activity
Increased 1.11%
0.66%
$2.238M
4,303 shares@ $520.22 avg price
AXONAxon Enterprise Inc
Recent Activity
New Position
0.66%
$2.235M
3,760 shares@ $594.32 avg price