RDA Financial Network
274 holdingsFiling period: 2026-03-31Current AUM: $450.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 89.4K | $15.6M | $17.9M | 3.99% | -394 | 2026-03-31 |
| 2 | GOOGL | ALPHABET INC | 49.1K | $14.1M | $17.5M | 3.88% | -203 | 2026-03-31 |
| 3 | AVGO | BROADCOM INC | 41.3K | $12.8M | $16.1M | 3.57% | +585 | 2026-03-31 |
| 4 | MSFT | MICROSOFT CORP | 32.1K | $11.9M | $14.9M | 3.31% | +1.0K | 2026-03-31 |
| 5 | AAPL | APPLE INC | 45.8K | $11.6M | $14.1M | 3.14% | -1,536 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 55.3K | $11.5M | $15.0M | 3.34% | +156 | 2026-03-31 |
| 7 | QQQ | INVESCO QQQ TR | 18.0K | $10.4M | $12.4M | 2.76% | -35 | 2026-03-31 |
| 8 | VYM | VANGUARD WHITEHALL FDS | 61.5K | $9.1M | $10.0M | 2.21% | +1.3K | 2026-03-31 |
| 9 | JPM | JPMORGAN CHASE & CO | 29.8K | $8.8M | $10.5M | 2.33% | +388 | 2026-03-31 |
| 10 | META | META PLATFORMS INC | 14.1K | $8.1M | $7.9M | 1.74% | -12 | 2026-03-31 |
| 11 | V | VISA INC | 24.7K | $7.5M | $9.1M | 2.01% | +5.2K | 2026-03-31 |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | 16.3K | $5.5M | $6.6M | 1.46% | +123 | 2026-03-31 |
| 13 | FBND | FIDELITY MERRIMACK STR TR | 116.7K | $5.3M | $5.2M | 1.16% | +5.8K | 2026-03-31 |
| 14 | WMT | WALMART INC | 39.1K | $4.9M | $4.3M | 0.97% | +11.7K | 2026-03-31 |
| 15 | PVAL | PUTNAM ETF TRUST | 99.4K | $4.6M | $5.3M | 1.18% | +5.6K | 2026-03-31 |
| 16 | IJH | ISHARES TR | 67.3K | $4.5M | $5.1M | 1.13% | +1.7K | 2026-03-31 |
| 17 | COST | COSTCO WHOLESALE CORPORATION | 4.5K | $4.5M | $4.3M | 0.95% | -19 | 2026-03-31 |
| 18 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 9.2K | $4.4M | $4.4M | 0.98% | +227 | 2026-03-31 |
| 19 | JEPI | J P MORGAN EXCHANGE TRADED F | 77.6K | $4.4M | $4.5M | 0.99% | -32 | 2026-03-31 |
| 20 | SPYG | SPDR SERIES TRUST | 43.2K | $4.2M | $5.1M | 1.12% | +1.6K | 2026-03-31 |
| 21 | RECS | COLUMBIA ETF TR I | 104.7K | $4.1M | $4.6M | 1.02% | +2.3K | 2026-03-31 |
| 22 | JAAA | JANUS DETROIT STR TR | 77.3K | $3.9M | $3.9M | 0.87% | +6.9K | 2026-03-31 |
| 23 | MOAT | VANECK ETF TRUST | 35.3K | $3.4M | $3.8M | 0.85% | -21 | 2026-03-31 |
| 24 | ISRG | INTUITIVE SURGICAL INC | 7.2K | $3.3M | $2.5M | 0.56% | +330 | 2026-03-31 |
| 25 | XLF | SELECT SECTOR SPDR TR | 65.4K | $3.2M | $3.7M | 0.83% | -3,675 | 2026-03-31 |
← Scroll →
Page 1 of 11