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CIK: 0001774086
Total reported value
$458.8M
$458.8M
224 檔
9.4%
The Q1 2024 SEC filing reveals that RDA Financial Network held a total portfolio value of $458.8M, covering 224 public equity positions.
During Q1 2024, RDA Financial Network's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, MSFT, QQQ) accounted for 9.4% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 224 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.39% | +0.40% | -2.95% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | -0.03% | +2.10% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.21% | +0.26% | -0.68% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.47% | -0.16% | +1.87% | |
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.41% | -0.08% | +2.33% | |
| 6 | AVGO | Broadcom Inc | Stock-Tech | 2.38% | +0.10% | +1.14% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.33% | -0.11% | -5.17% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | +0.01% | +4.70% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.11% | -0.05% | +0.65% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.98% | +0.30% | -2.66% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.66% | -0.05% | +11.65% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.53% | +0.19% | +7.45% | |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.45% | — | -1.15% | |
| 14 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.44% | +0.02% | +10.07% | |
| 15 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 1.43% | -0.02% | -1.65% | |
| 16 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.38% | -0.06% | +1.47% | |
| 17 | ADBE | Adobe Inc | Stock-Tech | 1.36% | -0.59% | EXIT | |
| 18 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.31% | -0.05% | -0.54% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.24% | -0.13% | +64.59% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.22% | +0.01% | +396.82% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.16% | +0.44% | +8.05% | |
| 22 | ELV | Elevance Health Inc | Stock-Healthcare | 1.15% | +0.07% | +0.15% | |
| 23 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.09% | -0.05% | -2.23% | |
| 24 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.09% | -0.08% | +1.18% | |
| 25 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.00% | +0.04% | -1.13% | |
| 26 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 0.99% | -0.02% | -0.52% | |
| 27 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.97% | -0.02% | -0.46% | |
| 28 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.92% | -0.01% | -3.62% | |
| 29 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.90% | +0.09% | +10.32% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.87% | +0.01% | -0.93% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.86% | +0.04% | -15.06% | |
| 32 | ALGN | Align Technology Inc | Stock-Healthcare | 0.86% | — | +1.77% | |
| 33 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.83% | -0.02% | -0.28% | |
| 34 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.80% | — | +4.20% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | -0.24% | +11.85% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-Other | 0.75% | — | -2.87% | |
| 37 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.74% | -0.05% | +0.38% | |
| 38 | XLF | Ss Financial Select Sector | ETF-Other | 0.74% | -0.07% | — | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.73% | — | -3.85% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.72% | +0.01% | -3.14% | |
| 41 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.68% | -0.02% | +3.37% | |
| 42 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.01% | +21.68% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.66% | +0.01% | -2.16% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.09% | -1.30% | |
| 45 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.65% | -0.02% | +0.42% | |
| 46 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.64% | — | +5.58% | |
| 47 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.61% | +0.01% | +8.39% | |
| 48 | VHT | Vanguard Health Care ETF | ETF-Other | 0.61% | -0.02% | -5.54% | |
| 49 | VTV | Vanguard Value ETF | ETF-Other | 0.58% | -0.01% | +4.76% | |
| 50 | INTC | Intel CORP | Stock-Tech | 0.58% | — | +134.65% |
According to official SEC Form 13F filings, RDA Financial Network reported a total U.S. public equity portfolio value of $458.8M across 224 disclosed positions in Q1 2024.
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During Q1 2024, RDA Financial Network's top holdings by market value included NVDA (3.4%)、MSFT (3.3%)、QQQ (3.2%). The largest single position, NVDA, represented 3.4% of total portfolio value.
In Q1 2024, RDA Financial Network made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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