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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
AVUVAmerican Centy Etf Tr
Recent Activity
Increased 2.75%
0.66%
$2.231M
23,116 shares@ $96.53 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 238.91%
0.65%
$2.21M
97,354 shares@ $22.71 avg price
BACBank America Corp
Recent Activity
Increased 11.67%
0.64%
$2.185M
49,706 shares@ $43.96 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -35.14%
0.64%
$2.169M
2,810 shares@ $771.93 avg price
QUALIshares Tr
Recent Activity
Increased 27.4%
0.63%
$2.126M
11,941 shares@ $178.08 avg price
FIXDFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 9.24%
0.61%
$2.089M
48,612 shares@ $42.98 avg price
IJRIshares Tr
Recent Activity
Decreased -1.45%
0.6%
$2.054M
17,830 shares@ $115.22 avg price
VRTXVertex Pharmaceuticals Inc
Recent Activity
Decreased -32.12%
0.59%
$2.02M
5,017 shares@ $402.71 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -2.98%
0.59%
$1.989M
6,864 shares@ $289.83 avg price
MBBIshares Tr
Recent Activity
Increased 47.37%
0.57%
$1.933M
21,082 shares@ $91.69 avg price