Portfolio (Quarterly)
Guide ↗
RDA Financial Network
· CIK 0001774086| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NFLX | NETFLIX INC | Communication Services | 14,878 | $1.4M | 0.34% | SOLD |
| 2 | EMB | ISHARES TR | — | 5,506 | $530K | 0.13% | SOLD |
| 3 | LNT | ALLIANT ENERGY CORP | Utilities | 7,187 | $467K | 0.11% | SOLD |
| 4 | ED | CONSOLIDATED EDISON INC | Utilities | 3,968 | $394K | 0.10% | SOLD |
| 5 | BLK | BLACKROCK INC | Financial Services | 321 | $344K | 0.08% | SOLD |
| 6 | NI | NISOURCE INC | Utilities | 7,977 | $333K | 0.08% | SOLD |
| 7 | ORI | OLD REP INTL CORP | Financial Services | 5,390 | $246K | 0.06% | SOLD |
| 8 | RBLX | ROBLOX CORP | Technology | 3,024 | $245K | 0.06% | SOLD |
| 9 | NTRS | NORTHERN TR CORP | Financial Services | 1,738 | $237K | 0.06% | SOLD |
| 10 | SKYY | FIRST TR EXCHANGE TRADED FD | — | 1,810 | $235K | 0.06% | SOLD |
| 11 | TLT | ISHARES TR | — | 2,646 | $231K | 0.06% | SOLD |
| 12 | MTUM | ISHARES TR | — | 901 | $226K | 0.05% | SOLD |
| 13 | SYM | SYMBOTIC INC | Industrials | 3,639 | $217K | 0.05% | SOLD |
| 14 | PYPL | PAYPAL HLDGS INC | Financial Services | 3,620 | $211K | 0.05% | SOLD |
| 15 | APOS | APOLLO GLOBAL MGMT INC | Financial Services | 1,450 | $210K | 0.05% | SOLD |
| 16 | FNF | FIDELITY NATIONAL FINANCIAL | Financial Services | 3,845 | $210K | 0.05% | SOLD |
| 17 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 939 | $210K | 0.05% | SOLD |
| 18 | IOO | ISHARES TR | — | 1,644 | $208K | 0.05% | SOLD |
| 19 | CSM | PROSHARES TR | — | 2,586 | $206K | 0.05% | SOLD |
| 20 | — | ASTRAZENECA PLC | — | 2,241 | $206K | 0.05% | SOLD |
Sector Allocation
Technology
34.4%
Financial Services
20.7%
Communication Services
11.4%
Consumer Cyclical
7.9%
Healthcare
7.7%
Industrials
5.8%
Consumer Defensive
4.8%
Energy
2.7%
Utilities
2.7%
Real Estate
1.6%