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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
DIVOAmplify Etf Tr
Recent Activity
Decreased -0.04%
0.5%
$1.714M
42,334 shares@ $40.48 avg price
ARCCAres Capital Corp
Recent Activity
Decreased -0.93%
0.5%
$1.704M
77,860 shares@ $21.9 avg price
STIPIshares Tr
Recent Activity
Decreased -55.35%
0.5%
$1.695M
16,848 shares@ $100.61 avg price
ADIAnalog Devices Inc
Recent Activity
Increased 21.11%
0.47%
$1.608M
7,568 shares@ $212.45 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 3.93%
0.47%
$1.596M
52,393 shares@ $30.48 avg price
CRMSalesforce Inc
Recent Activity
New Position
0.46%
$1.567M
4,688 shares@ $334.33 avg price
VHTVanguard World Fd
Recent Activity
Decreased -6.48%
0.46%
$1.554M
6,125 shares@ $253.69 avg price
BINCBlackrock Etf Trust Ii
Recent Activity
Increased 38.8%
0.45%
$1.541M
29,632 shares@ $52.03 avg price
SPIBSpdr Ser Tr
Recent Activity
Decreased -37.43%
0.45%
$1.523M
46,475 shares@ $32.76 avg price
ADPAutomatic Data Processing In
Recent Activity
New Position
0.44%
$1.508M
5,151 shares@ $292.74 avg price