RTD Financial Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2024 - Jan 21, 2025
Value $
$780M
Signature - Title
Kevin J. Cremi - CCO
Location
Philadelphia, PA
Summary
This page shows a list of all the recent 13F filings made by RTD Financial Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. RTD Financial Advisors, Inc. reported 113 stock holdings with total value $780M as of Q4 2024. Top holdings included IVV, BND, IWF, IJH, and IWP.
Holdings Value