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CIK: 0001774086
Total reported value
$458.8M
$458.8M
239 檔
12.8%
The Q4 2024 SEC filing reveals that RDA Financial Network held a total portfolio value of $458.8M, covering 239 public equity positions.
In Q4 2024, RDA Financial Network displayed an active expansion posture, initiating 7 new positions and adding to 25 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NVDA, AVGO, MSFT) accounted for 12.8% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 239 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 3.59% | +0.40% | +5.20% | |
| 2 | AVGO | Broadcom Inc | Stock-Tech | 3.49% | +0.10% | -1.24% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.47% | -0.03% | +10.53% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.32% | -0.11% | +11.43% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.28% | +0.26% | +4.08% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.11% | +0.01% | +25.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.75% | -0.08% | +4.59% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.24% | +0.30% | +2.90% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 2.24% | -0.16% | -0.27% | |
| 10 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.15% | -0.05% | +2.03% | |
| 11 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.32% | +0.02% | +4.13% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.22% | +0.01% | +1.91% | |
| 13 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.22% | +0.04% | +162.91% | |
| 14 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.21% | -0.08% | -3.65% | |
| 15 | FBND | Fidelity Total Bond ETF | ETF-Other | 1.14% | -0.05% | +68.85% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.14% | -0.13% | +1.24% | |
| 17 | V | Visa Inc-class A Shares | Stock-Financials | 1.13% | +0.19% | -2.22% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.11% | +0.09% | -8.77% | |
| 19 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.07% | -0.24% | +17.83% | |
| 20 | RECS | Columbia Resear Enh Cor ETF | ETF-Other | 1.00% | — | — | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.96% | -0.05% | +0.94% | |
| 22 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.42% | +32.00% | |
| 23 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.91% | -0.05% | -43.86% | |
| 24 | ADBE | Adobe Inc | Stock-Tech | 0.91% | -0.59% | EXIT | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 0.91% | -0.01% | +1.62% | |
| 26 | FISV | Fiserv Inc | Stock-Other | 0.90% | — | +103.91% | |
| 27 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 0.89% | -0.02% | +10.66% | |
| 28 | XLF | Ss Financial Select Sector | ETF-Other | 0.82% | -0.07% | +4.37% | |
| 29 | IOO | Ishares Global 100 ETF | ETF-Other | 0.80% | — | +19.18% | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.80% | +0.01% | -12.15% | |
| 31 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 0.73% | — | +1.57% | |
| 32 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.73% | -0.14% | +8.11% | |
| 33 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.70% | +0.23% | +43.94% | |
| 34 | QYLD | Global X Nasd 100 Cov Call | ETF-Other | 0.69% | -0.02% | -4.85% | |
| 35 | ELV | Elevance Health Inc | Stock-Healthcare | 0.69% | +0.07% | +0.50% | |
| 36 | WMT | Walmart Inc | Stock-Consumer Staples | 0.67% | -0.30% | +5.96% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.67% | -0.09% | +10.04% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.66% | +0.06% | +11.85% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.65% | — | +1.10% | |
| 40 | AXON | Axon Enterprise Inc | Stock-Industrials | 0.65% | +0.05% | — | |
| 41 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.65% | +0.01% | +2.75% | |
| 42 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.64% | -0.01% | +238.91% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.64% | — | +11.66% | |
| 44 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.63% | +0.44% | -35.15% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.62% | -0.20% | EXIT | |
| 46 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.61% | -0.02% | +9.24% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.01% | -1.45% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.59% | +0.11% | -32.13% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.58% | +0.01% | -2.98% | |
| 50 | MBB | Ishares Mbs ETF | ETF-Other | 0.56% | -0.02% | +47.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RECS | Columbia Resear Enh Cor ETF | +1% | NEW | New buy |
| 2 | AMZN | Amazon.com Inc | +0.9% | +25.32% | Add |
| 3 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.7% | +162.91% | Add |
| 4 | AVGO | Broadcom Inc | +0.7% | -1.24% | Trim |
| 5 | AXON | Axon Enterprise Inc | +0.7% | NEW | New buy |
| 6 | FISV | Fiserv Inc | +0.5% | +103.91% | Add |
| 7 | CRM | Salesforce Inc | +0.5% | NEW | New buy |
| 8 | ADP | Automatic Data Processing | +0.4% | NEW | New buy |
| 9 | PFE | Pfizer Inc | +0.4% | +497.92% | Add |
| 10 | SEIX | Virtus Seix Senior Loan ETF | +0.4% | NEW | New buy |
| 11 | FBND | Fidelity Total Bond ETF | +0.4% | +68.85% | Add |
| 12 | AAPL | Apple Inc | +0.4% | +11.43% | Add |
| 13 | NVDA | Nvidia CORP | +0.3% | +5.20% | Add |
| 14 | GOOGL | Alphabet Inc-cl A | +0.3% | +4.59% | Add |
| 15 | SCHZ | Schwab US Aggregate Bond ETF | +0.2% | +238.91% | Add |
| 16 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.2% | +32.00% | Add |
| 17 | EFV | Ishares Msci Eafe Value ETF | +0.2% | +154.48% | Add |
| 18 | JPM | Jpmorgan Chase & Co | +0.2% | +2.03% | Add |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +43.94% | Add |
| 20 | SHY | Ishares 1-3 Year Treasury Bo | +0.2% | NEW | New buy |
| 21 | KMI | Kinder Morgan, Inc. | +0.2% | +8.11% | Add |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | +27.28% | Add |
| 23 | BIIB | Biogen Inc | +0.1% | NEW | New buy |
| 24 | COST | Costco Wholesale CORP | +0.1% | +17.83% | Add |
| 25 | MBB | Ishares Mbs ETF | +0.1% | +47.36% | Add |
| 26 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +48.62% | Add |
| 27 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +11.85% | Add |
| 28 | IOO | Ishares Global 100 ETF | +0.1% | +19.18% | Add |
| 29 | QUAL | Ishares Msci USA Quality Fac | +0.1% | +27.40% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +4.08% | Add |
| 31 | MSFT | Microsoft CORP | +0.1% | +10.53% | Add |
| 32 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | -34.19% | Trim |
| 33 | USRT | Ishares Core US Reit ETF | -0.2% | -46.88% | Trim |
| 34 | BND | Vanguard Total Bond Market | -0.2% | EXIT | Sold out |
| 35 | SHV | Ishares 0-1 Year Treasury Bo | -0.2% | -48.58% | Trim |
| 36 | DE | Deere & Co | -0.2% | EXIT | Sold out |
| 37 | SWAN | Amplify Blckswn Grow Trsry | -0.2% | -32.98% | Trim |
| 38 | UNH | Unitedhealth Group Inc | -0.2% | +4.13% | Add |
| 39 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | -26.21% | Trim |
| 40 | SRLN | Ss Blackstone Sr Loan ETF | -0.3% | EXIT | Sold out |
| 41 | ELV | Elevance Health Inc | -0.3% | +0.50% | Add |
| 42 | FLOT | Ishares Floating Rate Bond E | -0.3% | -49.88% | Trim |
| 43 | SPIB | Ss Spdr P Int C CORP ETF | -0.3% | -37.44% | Trim |
| 44 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | -0.4% | -50.26% | Trim |
| 45 | VRTX | Vertex Pharmaceuticals Inc | -0.5% | -32.13% | Trim |
| 46 | BABA | Alibaba Group Holding-sp Adr | -0.5% | EXIT | Sold out |
| 47 | ADBE | Adobe Inc | -0.6% | -22.56% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.6% | -35.15% | Trim |
| 49 | STIP | Ishares 0-5 Year Tips Bond E | -0.7% | -55.36% | Trim |
| 50 | MOAT | Vaneck Morningstar Wide Moat | -0.9% | -43.86% | Trim |
According to official SEC Form 13F filings, RDA Financial Network reported a total U.S. public equity portfolio value of $458.8M across 239 disclosed positions in Q4 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.
Top New Position Initiated
RECS
市值: $3.4M
Top Position Liquidated / Trimmed
BABA
前期市值: $1.7M
During Q4 2024, RDA Financial Network's top holdings by market value included NVDA (3.6%)、AVGO (3.5%)、MSFT (3.5%). The largest single position, NVDA, represented 3.6% of total portfolio value.
In Q4 2024, RDA Financial Network made 50 total portfolio adjustments, initiating 7 new buys, adding to 25 positions, trimming 14 holdings, and fully liquidating 4 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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