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:

Search and click to pin securities to the top

Page 9 of 13

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46434V738

Shares:6.1K

Value:$369.4K

% of Portfolio:0.1% ($369.4K/$335.4M)

46138E339

Shares:4.0K

Value:$368.1K

% of Portfolio:0.1% ($368.1K/$335.4M)

LINDE PLC

LIN|G54950103

Shares:788

Value:$367.1K

% of Portfolio:0.1% ($367.1K/$335.4M)

46432F842

IEFA|46432F842

Shares:4.8K

Value:$365.5K

% of Portfolio:0.1% ($365.5K/$335.4M)

Fortive Corp

FTV|34959J108

Shares:5.0K

Value:$363.4K

% of Portfolio:0.1% ($363.4K/$335.4M)

BOEING CO

BA|097023105

Shares:2.1K

Value:$358.8K

% of Portfolio:0.1% ($358.8K/$335.4M)

464286392

Shares:2.3K

Value:$357.1K

% of Portfolio:0.1% ($357.1K/$335.4M)

Artisan Partners Asset Management Inc.

APAM|04316A108

Shares:9.1K

Value:$356.9K

% of Portfolio:0.1% ($356.9K/$335.4M)

REVVITY, INC.

RVTY|714046109

Shares:3.3K

Value:$352.4K

% of Portfolio:0.1% ($352.4K/$335.4M)

Eaton Corp plc

ETN|G29183103

Shares:1.3K

Value:$345.0K

% of Portfolio:0.1% ($345.0K/$335.4M)

464289867

Shares:6.0K

Value:$343.4K

% of Portfolio:0.1% ($343.4K/$335.4M)

336917109

Shares:7.9K

Value:$343.3K

% of Portfolio:0.1% ($343.3K/$335.4M)

97717X701

Shares:7.2K

Value:$341.4K

% of Portfolio:0.1% ($341.4K/$335.4M)

922042858

VWO|922042858

Shares:7.5K

Value:$341.1K

% of Portfolio:0.1% ($341.1K/$335.4M)

Tesla, Inc.

TSLA|88160R101

Shares:1.3K

Value:$339.8K

% of Portfolio:0.1% ($339.8K/$335.4M)

XCEL ENERGY INC

XEL|98389B100

Shares:4.7K

Value:$336.2K

% of Portfolio:0.1% ($336.2K/$335.4M)

33734H106

Shares:7.5K

Value:$334.8K

% of Portfolio:0.1% ($334.8K/$335.4M)

Duke Energy CORP

DUK|26441C204

Shares:2.7K

Value:$332.6K

% of Portfolio:0.1% ($332.6K/$335.4M)

46138G102

Shares:7.2K

Value:$332.5K

% of Portfolio:0.1% ($332.5K/$335.4M)

464287176

Shares:3.0K

Value:$329.5K

% of Portfolio:0.1% ($329.5K/$335.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46434V738)✕	6.1K	QoQ NEW(+6.1K) YoY NEW(+6.1K)	All Managers (Combined)	$369.4K	0.1% ($369.4K/$335.4M)	QoQ NEW(+$369.4K) YoY NEW(+$369.4K)
(cusip46138E339)✕	4.0K	QoQ -5.42% (-228) YoY NEW(+4.0K)	All Managers (Combined)	$368.1K	0.1% ($368.1K/$335.4M)	QoQ -7.88% (-$31.5K) YoY NEW(+$368.1K)
LINDE PLC(LINcusipG54950103)	788	QoQ +1.54% (+12) YoY -47.98% (-727)	All Managers (Combined)	$367.1K	0.1% ($367.1K/$335.4M)	QoQ +12.94% (+$42.1K) YoY -47.82% (-$336.5K)
(IEFAcusip46432F842)	4.8K	QoQ +2.19% (+104) YoY -49.74% (-4.8K)	All Managers (Combined)	$365.5K	0.1% ($365.5K/$335.4M)	QoQ +10.00% (+$33.3K) YoY -48.77% (-$348.1K)
Fortive Corp(FTVcusip34959J108)	5.0K	QoQ +3.52% (+169) YoY +22.50% (+912)	All Managers (Combined)	$363.4K	0.1% ($363.4K/$335.4M)	QoQ +1.01% (+$3.7K) YoY +4.22% (+$14.7K)
BOEING CO(BAcusip097023105)	2.1K	QoQ +4.72% (+95) YoY -11.89% (-284)	All Managers (Combined)	$358.8K	0.1% ($358.8K/$335.4M)	QoQ +0.91% (+$3.2K) YoY -22.13% (-$102.0K)
(cusip464286392)✕	2.3K	QoQ NEW(+2.3K) YoY NEW(+2.3K)	All Managers (Combined)	$357.1K	0.1% ($357.1K/$335.4M)	QoQ NEW(+$357.1K) YoY NEW(+$357.1K)
Artisan Partners Asset Management Inc.(APAMcusip04316A108)	9.1K	QoQ +5.91% (-510) YoY +6.11% (-526)	All Managers (Combined)	$356.9K	0.1% ($356.9K/$335.4M)	QoQ -3.80% (-$14.1K) YoY -9.35% (-$36.8K)
REVVITY, INC.(RVTYcusip714046109)	3.3K	QoQ +3.57% (-115) YoY +8.64% (+265)	All Managers (Combined)	$352.4K	0.1% ($352.4K/$335.4M)	QoQ -1.81% (-$6.5K) YoY +9.47% (+$30.5K)
Eaton Corp plc(ETNcusipG29183103)	1.3K	QoQ +4.35% (-53) YoY NEW(+1.3K)	All Managers (Combined)	$345.0K	0.1% ($345.0K/$335.4M)	QoQ -14.52% (-$58.6K) YoY NEW(+$345.0K)
(cusip464289867)✕	6.0K	QoQ -4.48% (-280) YoY -11.79% (-798)	All Managers (Combined)	$343.4K	0.1% ($343.4K/$335.4M)	QoQ -4.06% (-$14.6K) YoY -8.79% (-$33.1K)
(cusip336917109)✕	7.9K	QoQ +1.73% (+135) YoY +1.88% (+146)	All Managers (Combined)	$343.3K	0.1% ($343.3K/$335.4M)	QoQ +9.76% (+$30.6K) YoY +15.01% (+$44.8K)
(cusip97717X701)✕	7.2K	QoQ 0.00% (+0) YoY -2.44% (-180)	All Managers (Combined)	$341.4K	0.1% ($341.4K/$335.4M)	QoQ +8.60% (+$27.0K) YoY -4.09% (-$14.6K)
(VWOcusip922042858)	7.5K	QoQ -40.55% (-5.1K) YoY -53.72% (-8.8K)	All Managers (Combined)	$341.1K	0.1% ($341.1K/$335.4M)	QoQ -38.91% (-$217.3K) YoY -49.86% (-$339.3K)
Tesla, Inc.(TSLAcusip88160R101)	1.3K	QoQ +59.87% (+491) YoY NEW(+1.3K)	All Managers (Combined)	$339.8K	0.1% ($339.8K/$335.4M)	QoQ +2.60% (+$8.6K) YoY NEW(+$339.8K)
XCEL ENERGY INC(XELcusip98389B100)	4.7K	QoQ -14.44% (-802) YoY -12.00% (-648)	All Managers (Combined)	$336.2K	0.1% ($336.2K/$335.4M)	QoQ -10.30% (-$38.6K) YoY +15.89% (-$46.1K)
(cusip33734H106)✕	7.5K	QoQ -0.06% (-5) YoY -2.02% (-155)	All Managers (Combined)	$334.8K	0.1% ($334.8K/$335.4M)	QoQ +2.10% (-$6.9K) YoY +3.45% (-$11.2K)
Duke Energy CORP(DUKcusip26441C204)	2.7K	QoQ NEW(+2.7K) YoY NEW(+2.7K)	All Managers (Combined)	$332.6K	0.1% ($332.6K/$335.4M)	QoQ NEW(+$332.6K) YoY NEW(+$332.6K)
(cusip46138G102)✕	7.2K	QoQ -12.55% (-1.0K) YoY -77.76% (-25.2K)	All Managers (Combined)	$332.5K	0.1% ($332.5K/$335.4M)	QoQ -14.50% (-$56.4K) YoY -76.78% (-$1.1M)
(cusip464287176)✕	3.0K	QoQ -6.31% (-200) YoY -34.75% (-1.6K)	All Managers (Combined)	$329.5K	0.1% ($329.5K/$335.4M)	QoQ -2.32% (-$7.8K) YoY -32.52% (-$158.8K)