RDA Financial Network

Q2 2025 13F-HR Holdings

Location
Akron, IA
Holdings as of
6/30/2025
Date filed
7/7/2025
Form type
13F-HR
Num holdings
256
Total value ($000)
$370,153
Net value change ($000)
—
New positions
256
Sold out positions
0
Turnover %
100.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: — Next filing: 10/8/2025 SEC filing

Snapshot: Change Analysis

Compared to previous filing: —
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NVDA 14,669 —
MSFT 14,655 —
AMZN 11,291 —
AVGO 10,742 —
QQQ 10,258 —
AAPL 9,678 —
META 9,639 —
GOOGL 9,144 —
JPM 9,079 —
VYM 8,149 —
Top Reduces (Value $000, Stocks/ETFs)
—
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type