RDA Financial Network

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 10, 2024
Value $
$305M
Signature - Title
Michael A Brannen - CCO
Location
321 Reed Street, Suite #2, Akron, IA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 228 $305M +$35.2M -$19.6M +$15.6M MSFT, NVDA, QQQ, AAPL, GOOGL 13F-HR 7/10/2024, 12:29 PM
Q1 2024 224 $292M +$19.5M -$9.69M +$9.8M NVDA, MSFT, QQQ, VYM, GOOGL 13F-HR 4/11/2024, 05:16 PM
Q4 2023 226 $264M +$22.6M -$12.6M +$9.98M QQQ, MSFT, AAPL, VYM, GOOGL 13F-HR 1/12/2024, 11:38 AM
Q3 2023 219 $231M +$11.7M -$10.6M +$1.09M QQQ, AAPL, MSFT, VYM, GOOGL 13F-HR 10/18/2023, 09:05 AM
Q2 2023 226 $238M +$14.8M -$11.3M +$3.49M AAPL, QQQ, MSFT, VYM, GOOGL 13F-HR 7/13/2023, 09:00 AM
Q1 2023 221 $219M +$13.4M -$5.38M +$7.97M QQQ, AAPL, VYM, MSFT, GOOGL 13F-HR 4/12/2023, 09:10 AM
Q4 2022 213 $199M +$22.1M -$18.8M +$3.34M VYM, QQQ, AAPL, MSFT, SPYD 13F-HR 1/10/2023, 01:19 PM
Q3 2022 198 $183M +$10.4M -$7.6M +$2.75M QQQ, VYM, AAPL, MSFT, UNH 13F-HR 10/11/2022, 12:32 PM
Q2 2022 213 $198M +$11.3M -$14.5M -$3.25M QQQ, VYM, AAPL, MSFT, GOOGL 13F-HR 7/13/2022, 02:31 PM
Q1 2022 228 $237M +$17.4M -$13.6M +$3.81M QQQ, AAPL, VYM, MSFT, GOOGL 13F-HR 4/12/2022, 01:15 PM
Q4 2021 219 $245M +$21.7M -$18.9M +$2.85M QQQ, AAPL, VYM, MSFT, GOOGL 13F-HR 1/31/2022, 03:55 PM
Q3 2021 214 $227M +$9.78M -$5.19M +$4.59M QQQ, VYM, AAPL, MSFT, GOOGL 13F-HR 10/29/2021, 03:16 PM
Q2 2021 219 $226M +$7.45M -$28.6M -$21.1M QQQ, VYM, AAPL, MSFT, RSP 13F-HR 7/13/2021, 03:19 PM
Q1 2021 226 $233M +$12M -$12.3M -$265K QQQ, RSP, VYM, VEA, AAPL 13F-HR 5/6/2021, 11:30 AM
Q4 2020 230 $222M +$17.2M -$39.3M -$22.2M QQQ, RSP, AAPL, VYM, VEA 13F-HR 2/5/2021, 12:23 PM
Q3 2020 227 $221M +$24.3M -$10.2M +$14.2M QQQ, RSP, AAPL, BIL, VEA 13F-HR 10/13/2020, 12:43 PM
Q2 2020 217 $200M +$27.7M -$17.3M +$10.4M QQQ, RSP, BIL, VEA, AAPL 13F-HR 7/14/2020, 10:33 AM
Q1 2020 190 $166M +$20.1M -$54.4M -$34.3M BIL, QQQ, RSP, SPIB, AAPL 13F-HR 4/6/2020, 11:05 AM
Q4 2019 252 $246M +$11.6M -$7.56M +$4.04M QQQ, RSP, VEA, PG, IJR 13F-HR 1/30/2020, 10:39 AM
Q3 2019 242 $233M +$15.3M -$12.5M +$2.78M QQQ, RSP, VEA, PG, IJR 13F-HR 11/20/2019, 01:32 PM
Q2 2019 228 $221M +$17.5M -$10.8M +$6.75M QQQ, RSP, VEA, IJR, PG 13F-HR 7/9/2019, 02:21 PM
Q1 2019 222 $212M $0 $0 QQQ, RSP, VEA, IJR, PG 13F-HR 4/30/2019, 10:53 AM