Rda-Financial-Network

AI_NATIVE detailed information: This accession holds the following tickers:[
  "HYT",
  null,
  null,
  "MU",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "BABA",
  "MAIN",
  "GOOGL",
  null,
  "APAM",
  "T",
  null,
  "CAT",
  "AVGO",
  "ARCC",
  null,
  "DUK",
  null,
  null,
  null,
  null,
  "GILD",
  null,
  "HD",
  "QCOM",
  "ISRG",
  null,
  null,
  "EMXC",
  null,
  "META",
  null,
  null,
  "IVW",
  null,
  "IJH",
  null,
  null,
  "TSI",
  null,
  null,
  null,
  "KMI",
  null,
  "IWS",
  "LIN",
  null,
  "MMC",
  null,
  "MA",
  "MSFT",
  "TMUS",
  "EPR",
  null,
  "FTV",
  "GE",
  null,
  "BX",
  "FAST",
  "FPF",
  "IJR",
  "EFG",
  "KKR",
  "KR",
  "ORCL",
  "OKE",
  "PAYX",
  null,
  null,
  "VHT",
  null,
  null,
  null,
  null,
  "IWF",
  null,
  "PYPL",
  "PEP",
  null,
  null,
  "DNP",
  "PGR",
  "IEMG",
  null,
  null,
  "GBDC",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  null,
  "NVDA",
  "PLTR",
  "PFE",
  null,
  "LMT",
  "PG",
  "VZ",
  null,
  "AMGN",
  null,
  "IEFA",
  null,
  null,
  null,
  null,
  null,
  "ROP",
  "O",
  "SNA",
  "SHEL",
  "GLD",
  "SPYG",
  null,
  "SPLG",
  null,
  "SBUX",
  "TMO",
  "UPS",
  "VNQ",
  "VO",
  "VV",
  "VWO",
  "HR",
  null,
  null,
  "EME",
  "VIG",
  null,
  null,
  "ULTA",
  "IWO",
  null,
  "TSM",
  null,
  null,
  "ETR",
  "VYM",
  "VRTX",
  "EW",
  "SLGN",
  "ALGN",
  "AON",
  "GM",
  "AXON",
  "FI",
  "WEC",
  "WM",
  "GSLC",
  "BKR",
  null,
  "AMZN",
  null,
  null,
  null,
  null,
  null,
  "TPL",
  null,
  null,
  "VEU",
  "VGT",
  "USB",
  "VUG",
  "VEA",
  "VYMI",
  "MGK",
  "VTEB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  "WELL",
  null,
  "XEL",
  null,
  "LNT",
  "FNF",
  null,
  "SCHD",
  "BIIB",
  "SCHG",
  null,
  "SO",
  "PSX",
  "CRM",
  "SNAP",
  "RVTY",
  null,
  null,
  null,
  "IUSV",
  null,
  null,
  "GEV",
  "DGRO",
  "SPYV",
  null,
  null,
  "AME",
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  null,
  "BA",
  "BR",
  "CASY",
  "CVX",
  "CB",
  "CMG",
  "CSCO",
  "C",
  "CMCSA",
  "COP",
  "STZ",
  "CPRT",
  "COST",
  "RSP",
  "ADI",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  null,
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 243
Total Value: 335384583
Accession Number: 0001774086-25-000004
Form Type: 13F-HR
CIK: rda-financial-network
Manager Name: Rda-Financial-Network

Data Enrichment

68% identified

166 identified77 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

243 positions • $335.4M total value

SEC FilingSEC DataHachi Filing

Manager:

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464287614

IWF|464287614

Shares:556

Value:$200.9K

% of Portfolio:0.1% ($200.9K/$335.4M)

Healthcare Realty Trust Inc

HR|42226K105

Shares:11.7K

Value:$198.4K

% of Portfolio:0.1% ($198.4K/$335.4M)

Snap Inc

SNAP|83304A106

Shares:11.6K

Value:$100.6K

% of Portfolio:0.0% ($100.6K/$335.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IWFcusip464287614)	556	QoQ -9.44% (-58) YoY -25.06% (-186)	All Managers (Combined)	$200.9K	0.1% ($200.9K/$335.4M)	QoQ -18.56% (-$45.8K) YoY -19.68% (-$49.2K)
Healthcare Realty Trust Inc(HRcusip42226K105)	11.7K	QoQ 0.00% (-0) YoY -3.69% (-450)	All Managers (Combined)	$198.4K	0.1% ($198.4K/$335.4M)	QoQ -0.29% (-$587) YoY +15.02% (-$25.9K)
Snap Inc(SNAPcusip83304A106)	11.6K	QoQ +0.87% (-100) YoY NEW(+11.6K)	All Managers (Combined)	$100.6K	0.0% ($100.6K/$335.4M)	QoQ -18.42% (-$22.7K) YoY NEW(+$100.6K)