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Portfolio (Quarterly) Guide ↗

RDA Financial Network

· CIK 0001774086
13F Portfolio $459M AUM 286 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 31 New 117 Added 99 Reduced 18 Exited
Page 4 of 5  ·  99 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KR KROGER CO Consumer Defensive 7,641.0 $424K 0.09% -203.0 -2.6% $55.53 +5.4%
62 IUSV ISHARES TR 3,830.0 $422K 0.09% -1K -27.7% $110.16 +4.6%
63 AOR ISHARES TR 5,835.0 $406K 0.09% -135.0 -2.3% $69.50 +0.7%
64 PLTR PALANTIR TECHNOLOGIES INC Technology 3,461.0 $404K 0.09% -931.0 -21.2% $116.67 +52.1%
65 UNH UNITEDHEALTH GROUP INC Healthcare 958.0 $398K 0.09% -5.0 -0.5% $415.49 -3.5%
66 SO SOUTHERN CO Utilities 4,038.0 $386K 0.08% -19K -82.1% $95.70 -6.2%
67 VWO VANGUARD INTL EQUITY INDEX F 6,220.0 $371K 0.08% -314.0 -4.8% $59.69 +1.6%
68 DRSK ETF SER SOLUTIONS 12,470.0 $359K 0.08% -390.0 -3.0% $28.75 -1.0%
69 LIN LINDE PLC Basic Materials 675.0 $350K 0.08% -7.0 -1.0% $519.09 -5.5%
70 EPR EPR PPTYS Real Estate 6,038.0 $350K 0.08% -584.0 -8.8% $58.01 +3.4%
71 VLUE ISHARES TR 1,748.0 $349K 0.08% -306.0 -14.9% $199.81 +1.0%
72 ADI ANALOG DEVICES INC Technology 856.0 $340K 0.07% -229.0 -21.1% $397.03 -6.4%
73 VOO VANGUARD INDEX FDS 474.0 $325K 0.07% -27.0 -5.4% $686.26 +2.6%
74 VEU VANGUARD INTL EQUITY INDEX F 3,786.0 $317K 0.07% -80.0 -2.1% $83.75 +2.4%
75 ORCL ORACLE CORP Technology 2,130.0 $312K 0.07% -54.0 -2.5% $146.52 +1.6%
76 PM PHILIP MORRIS INTL INC Consumer Defensive 1,713.0 $310K 0.07% -32.0 -1.8% $180.92 +7.3%
77 SHV ISHARES TR 2,724.0 $301K 0.07% -226.0 -7.7% $110.35 +0.0%
78 MAIN MAIN STR CAP CORP Financial Services 5,793.0 $301K 0.07% -300.0 -4.9% $51.88 +12.6%
79 XLY SELECT SECTOR SPDR TR 2,481.0 $291K 0.06% -2K -42.3% $117.28 -0.1%
80 MLN VANECK ETF TRUST 16,250.0 $289K 0.06% -9K -36.0% $17.78 -2.5%
Page 4 of 5  ·  99 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 39.8%
Financial Services 20.5%
Communication Services 10.7%
Healthcare 8.4%
Consumer Cyclical 7.4%
Industrials 5.2%
Consumer Defensive 3.6%
Energy 1.6%
Real Estate 1.4%
Utilities 1.2%