Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RDA FINANCIAL NETWORK 01-12-2024 12-31-2023 226 263,911,860
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
INVESCO QQQ TR UNIT SER 1 1 $8,711,922 21,273 0.00 0.00 -724 -3.29 12-31-2023
MICROSOFT CORP COM 2 $8,373,571 22,268 0.00 0.00 477 2.19 12-31-2023
APPLE INC COM 3 $8,052,728 41,826 0.00 0.00 9 0.02 12-31-2023
VANGUARD WHITEHALL FDS HIGH DIV YLD 4 $6,541,295 58,598 0.00 0.00 -172 -0.29 12-31-2023
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