Holdings of RDA Financial Network
245 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 30.3 % of the equity sleeve
Sector breakdown
- Technology 21.4 %
- Financials 8.1 %
- Communication 7.2 %
- Health care 4.6 %
- Consumer discretionary 4.6 %
- Funds 4.5 %
- Industrials 3.2 %
- Consumer staples 3.1 %
- Utilities 1.6 %
- Energy 1.0 %
- Real estate 0.8 %
- Materials 0.1 %
- Unattributed 39.9 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
The quoted currency of each line, as declared.
Country breakdown
- US 97.7 %
- TW 1.5 %
- NL 0.7 %
- GB 0.2 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 241 | 367.4M $ | 97.67 % |
| 2 | TW | 1 | 5.5M $ | 1.46 % |
| 3 | NL | 1 | 2.7M $ | 0.71 % |
| 4 | GB | 2 | 612.5K $ | 0.16 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 201 | Uber Technologies Inc | 4,008 | 288.3K $ | |
| 202 | Ulta Beauty Inc | 549 | 287K $ | |
| 203 | Amgen Inc | 814 | 286.5K $ | |
| 204 | Kratos Defense & Security Solutions, Inc. | 4,053 | 285.8K $ | |
| 205 | Comcast Corp | 9,823 | 282K $ | |
| 206 | Reaves Utility Income Fund | 7,119 | 279.6K $ | |
| 207 | iShares Trust | 2,763 | 278.3K $ | |
| 208 | TCW Strategic Income Fund Inc. | 59,805 | 268.5K $ | |
| 209 | GOLUB CAPITAL BDC INC | 20,603 | 260.8K $ | |
| 210 | UnitedHealth Group Inc | 963 | 260.7K $ | |
| 211 | iShares TIPS Bond ETF | 2,308 | 254.7K $ | |
| 212 | iShares 5-10 Year Investment Grade Corporate Bond ETF | 4,772 | 254K $ | |
| 213 | Snap-on Inc | 696 | 252.8K $ | |
| 214 | WEC Energy Group Inc | 2,126 | 246.1K $ | |
| 215 | Fidelity Enhanced Large Cap Growth ETF | 6,516 | 244.3K $ | |
| 216 | iShares Russell 1000 Growth ETF | 572 | 243.7K $ | |
| 217 | Wells Fargo & Co | 3,061 | 243.7K $ | |
| 218 | iShares Core MSCI Emerging Markets ETF | 3,475 | 242.4K $ | |
| 219 | Corning Inc | 1,779 | 241.9K $ | |
| 220 | iShares Trust | 3,009 | 239.4K $ | |
| 221 | SPDR Gold MiniShares Trust | 2,572 | 238.4K $ | |
| 222 | Texas Pacific Land Corp | 500 | 237.4K $ | |
| 223 | First Trust Exchange-Traded Fund | 1,181 | 237.2K $ | |
| 224 | Vanguard Real Estate ETF | 2,644 | 234.5K $ | |
| 225 | iShares MSCI Japan ETF | 2,729 | 230.4K $ | |
| 226 | Schwab Long-Term U.S. Treasury ETF | 7,234 | 227.4K $ | |
| 227 | iShares Trust | 2,002 | 226.4K $ | |
| 228 | Alibaba Group Holding Ltd | 1,785 | 223.9K $ | |
| 229 | iShares Trust | 1,057 | 223.2K $ | |
| 230 | iShares Biotechnology ETF | 1,295 | 218.7K $ | |
| 231 | Walt Disney Co/The | 2,267 | 218.5K $ | |
| 232 | Fastenal Co | 4,668 | 216.6K $ | |
| 233 | iShares U.S. Real Estate ETF | 2,285 | 216.1K $ | |
| 234 | iShares Residential and Multisector Real Estate ETF | 2,591 | 215.6K $ | |
| 235 | Booking Holdings Inc | 51 | 214.8K $ | |
| 236 | Deere & Co | 375 | 211.2K $ | |
| 237 | ARM Holdings PLC | 1,383 | 209.2K $ | |
| 238 | VanEck ETF Trust | 4,449 | 206.6K $ | |
| 239 | Vanguard Mid-Cap ETF | 715 | 205.5K $ | |
| 240 | Altria Group, Inc. | 3,087 | 203.7K $ | |
| 241 | Hershey Co/The | 969 | 201.5K $ | |
| 242 | Virtus ETF Trust II | 8,700 | 200.6K $ | |
| 243 | iShares Trust | 2,098 | 200.3K $ | |
| 244 | Healthcare Realty Trust Inc | 11,737 | 199.4K $ | |
| 245 | Invesco Preferred ETF | 18,305 | 199.2K $ | |