RDA Financial Network

Q1 2025 13F Holdings

  • Location
    akron, IA
  • Num holdings

    243

  • Value ($000)

    $335,385

  • Date Filed
    04/14/2025
  • Form type
    13F-HR
  • CIK
    0001774086
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
MSFT
MSFT

MICROSOFT CORP

COM
594918104
$11.01M
3 %

29,322

AAPL
AAPL

APPLE INC

COM
037833100
$10.36M
3 %

46,643

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$10.28M
3 %

21,918

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$10.12M
3 %

93,380

AMZN
AMZN

AMAZON COM INC

COM
023135106
$9.60M
3 %

50,482

AVGO
AVGO

BROADCOM INC

COM
11135F101
$8.22M
2 %

49,072

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$8.01M
2 %

51,821

VYM
VYM

VANGUARD WHITEHALL FDS

HIGH DIV YLD
921946406
$7.87M
2 %

61,029

META
META

META PLATFORMS INC

CL A
30303M102
$7.59M
2 %

13,175

JPM
JPM

JPMORGAN CHASE & CO.

COM
46625H100
$7.49M
2 %

30,521

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