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CIK: 0001774086
Total reported value
$458.8M
$458.8M
229 檔
11.0%
During the Q3 2024 filing period, RDA Financial Network (CIK: 0001774086) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $458.8M across 229 reported positions.
In Q3 2024, RDA Financial Network displayed an active expansion posture, initiating 5 new positions and adding to 28 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 229 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 3.41% | -0.03% | +2.97% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 3.28% | +0.40% | +0.01% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.20% | +0.26% | -2.85% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 2.95% | -0.11% | +0.00% | |
| 5 | AVGO | Broadcom Inc | Stock-Tech | 2.79% | +0.10% | +943.44% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | -0.08% | +2.42% | |
| 7 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.40% | -0.16% | +0.82% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.26% | +0.30% | +21.23% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.24% | +0.01% | +5.58% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.97% | -0.05% | -1.96% | |
| 11 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 1.81% | -0.05% | +1.84% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.56% | +0.02% | -2.75% | |
| 13 | ADBE | Adobe Inc | Stock-Tech | 1.46% | -0.59% | EXIT | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.28% | +0.01% | +12.32% | |
| 15 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.26% | -0.08% | +1.25% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.24% | -0.13% | -0.26% | |
| 17 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.22% | +0.09% | +11.90% | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.19% | +0.44% | -0.76% | |
| 19 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 1.19% | -0.06% | +1.25% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 1.07% | +0.19% | -29.67% | |
| 21 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.07% | +0.11% | +7.61% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 1.04% | -0.05% | +2.69% | |
| 23 | ELV | Elevance Health Inc | Stock-Healthcare | 1.02% | +0.07% | -1.87% | |
| 24 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.98% | +0.01% | +18.78% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.97% | -0.01% | +7.89% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.94% | -0.24% | +2.38% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.86% | -0.02% | +12.25% | |
| 28 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.82% | — | +4.08% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 0.79% | — | -23.34% | |
| 30 | XLF | Ss Financial Select Sector | ETF-Other | 0.79% | -0.07% | +8.38% | |
| 31 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 0.78% | -0.05% | -10.20% | |
| 32 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.76% | -0.02% | -1.80% | |
| 33 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.75% | +0.42% | -7.61% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-Other | 0.75% | -0.05% | +5.08% | |
| 35 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-Large Cap & Growth | 0.73% | -0.02% | -20.38% | |
| 36 | IOO | Ishares Global 100 ETF | ETF-Other | 0.70% | — | -12.03% | |
| 37 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.68% | — | +7.84% | |
| 38 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.67% | +0.01% | +7.45% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.09% | -0.56% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.66% | +0.01% | -3.15% | |
| 41 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 0.64% | +0.04% | +7.83% | |
| 42 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.64% | -0.02% | -3.50% | |
| 43 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.62% | -0.02% | -1.71% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.62% | +0.01% | -0.94% | |
| 45 | WELL | Welltower Inc | Stock-Real Estate | 0.61% | -0.07% | -4.76% | |
| 46 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 0.61% | -0.02% | -11.94% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.60% | -0.30% | +1.43% | |
| 48 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.58% | -0.14% | +3.31% | |
| 49 | VHT | Vanguard Health Care ETF | ETF-Other | 0.57% | -0.02% | -0.15% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.55% | +0.06% | +166.22% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.5% | +21.23% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.3% | +166.22% | Add |
| 3 | CMG | Chipotle Mexican Grill Inc | +0.3% | NEW | New buy |
| 4 | BND | Vanguard Total Bond Market | +0.2% | NEW | New buy |
| 5 | ORCL | Oracle CORP | +0.2% | +7.89% | Add |
| 6 | AVGO | Broadcom Inc | +0.2% | +943.44% | Add |
| 7 | ACWI | Ishares Msci Acwi ETF | +0.2% | +18.78% | Add |
| 8 | DNP | Dnp Select Income Fund Inc | +0.2% | +54.59% | Add |
| 9 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +12.32% | Add |
| 10 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +166.10% | Add |
| 11 | AAPL | Apple Inc | +0.1% | +0.00% | Add |
| 12 | MOAT | Vaneck Morningstar Wide Moat | +0.1% | +1.84% | Add |
| 13 | PSX | Phillips 66 | +0.1% | NEW | New buy |
| 14 | TMUS | T-mobile US Inc | +0.1% | NEW | New buy |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -6.92% | Trim |
| 16 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +11.90% | Add |
| 17 | HD | Home Depot Inc | +0.1% | +10.85% | Add |
| 18 | TM | Toyota Motor CORP -spon Adr | +0.1% | NEW | New buy |
| 19 | XLF | Ss Financial Select Sector | +0.1% | +8.38% | Add |
| 20 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +0.82% | Add |
| 21 | UNH | Unitedhealth Group Inc | +0.1% | -2.75% | Trim |
| 22 | TMO | Thermo Fisher Scientific Inc | +0.1% | +4.08% | Add |
| 23 | LMT | Lockheed Martin CORP | +0.1% | -3.50% | Trim |
| 24 | MNST | Monster Beverage CORP | +0.1% | +28.62% | Add |
| 25 | AMGN | Amgen Inc | +0.1% | +99.76% | Add |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +75.09% | Add |
| 27 | ISRG | Intuitive Surgical Inc | +0.1% | +1.25% | Add |
| 28 | WMT | Walmart Inc | +0.1% | +1.43% | Add |
| 29 | BX | Blackstone Inc | +0.1% | -1.44% | Trim |
| 30 | BALL | Ball CORP | +0.1% | +19.21% | Add |
| 31 | MBB | Ishares Mbs ETF | +0.1% | +18.58% | Add |
| 32 | WELL | Welltower Inc | +0.1% | -4.76% | Trim |
| 33 | FISV | Fiserv Inc | +0.1% | +3.71% | Add |
| 34 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +2.69% | Add |
| 35 | JAAA | Janus Henderson Aaa Clo ETF | +0.1% | +12.25% | Add |
| 36 | AVUV | Avantis US Small Cap Value | +0.1% | +7.45% | Add |
| 37 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | EXIT | Sold out |
| 38 | LYB | LyondellBasell Industries N.V. | -0.1% | EXIT | Sold out |
| 39 | SNA | Snap-on Inc | -0.1% | -61.11% | Trim |
| 40 | MU | Micron Technology Inc | -0.1% | -3.48% | Trim |
| 41 | GWW | Ww Grainger Inc | -0.1% | EXIT | Sold out |
| 42 | LIN | Linde plc | -0.1% | -53.13% | Trim |
| 43 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -26.14% | Trim |
| 44 | AGZD | Wisdomtree Trust Wisdomtree | -0.2% | EXIT | Sold out |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | -23.34% | Trim |
| 46 | EW | Edwards Lifesciences CORP | -0.3% | +7.84% | Add |
| 47 | INTC | Intel CORP | -0.3% | EXIT | Sold out |
| 48 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.42% | Add |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.4% | -43.76% | Trim |
| 50 | V | Visa Inc-class A Shares | -0.5% | -29.67% | Trim |
According to official SEC Form 13F filings, RDA Financial Network reported a total U.S. public equity portfolio value of $458.8M across 229 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, NVDA, QQQ) accounted for 11.0% of total reported equity market value during Q3 2024.
Top New Position Initiated
CMG
市值: $851.9K
Top Position Liquidated / Trimmed
INTC
前期市值: $918.1K
During Q3 2024, RDA Financial Network's top holdings by market value included MSFT (3.4%)、NVDA (3.3%)、QQQ (3.2%). The largest single position, MSFT, represented 3.4% of total portfolio value.
In Q3 2024, RDA Financial Network made 50 total portfolio adjustments, initiating 5 new buys, adding to 28 positions, trimming 12 holdings, and fully liquidating 5 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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