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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
VTVVanguard Index Fds
Recent Activity
Decreased -9.6%
0.44%
$1.503M
8,878 shares@ $169.31 avg price
HDVIshares Tr
Recent Activity
Decreased -11.21%
0.44%
$1.497M
13,333 shares@ $112.27 avg price
CPRTCopart Inc
Recent Activity
Increased 13.42%
0.44%
$1.48M
25,781 shares@ $57.4 avg price
SCHDSchwab Strategic Tr
Recent Activity
Increased 217.69%
0.42%
$1.416M
51,818 shares@ $27.33 avg price
DYNFBlackrock Etf Trust
Recent Activity
Increased 48.63%
0.41%
$1.403M
27,369 shares@ $51.25 avg price
MNSTMonster Beverage Corp New
Recent Activity
Increased 16.19%
0.41%
$1.383M
26,320 shares@ $52.56 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 18.36%
0.41%
$1.375M
6,816 shares@ $201.78 avg price
SEIXVirtus Etf Tr Ii
Recent Activity
New Position
0.4%
$1.356M
56,667 shares@ $23.93 avg price
QCOMQualcomm Inc
Recent Activity
Increased 20.32%
0.39%
$1.319M
8,589 shares@ $153.63 avg price
EDIVSpdr Index Shs Fds
Recent Activity
Increased 5.88%
0.39%
$1.304M
36,972 shares@ $35.28 avg price