Skip to main content

RDA Financial Network

SEC CIK
0001774086
Latest filing
Jul 6, 2026

Holdings in Q1 2021

Holdings as of Mar 31, 2021, filed May 6, 2021. Long positions only.

Institution overview
Positions
226
No 13F data for Q4 2020
Portfolio value
$233.1M
No 13F data for Q4 2020
Filed
May 6, 2021
SEC

Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.

Holdings of RDA Financial Network in Q1 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
METAMeta Platforms, Inc.Stock8,657$2.55M1.1%––History
First Tr Exchng Traded FD VI33740F805SMITH OPPORT FXD48,433$2.56M1.1%–––
Vanguard Index FDS922908652EXTEND MKT ETF14,504$2.57M1.1%–––
ELVElevance Health, Inc.Stock7,357$2.64M1.1%––History
SPDR Series Trust78468R770ST STR R1K YLD29,483$2.65M1.1%–––
UNHUnitedHealth Group IncStock7,391$2.75M1.2%––History
iShares Tr46429B7470-5 YR TIPS ETF26,126$2.76M1.2%–––
AMZNAmazon Com IncStock896$2.77M1.2%––History
iShares Tr464289883CORE 30 70 ETF72,653$2.81M1.2%–––
iShares Tr464288521CRE U S REIT ETF57,190$3.00M1.3%–––
State Street SPDR Portfolio S&P 500 Value ETF78464A508ETF79,290$3.00M1.3%–––
ETF Ser Solutions26922A388APTUS DEFINED102,984$3.02M1.3%–––
BABAAlibaba Group Holding LtdADR14,089$3.19M1.4%––History
Amplify ETF Tr032108888BLACKSWAN GRWT102,460$3.27M1.4%–––
iShares Tr464288877EAFE VALUE ETF64,460$3.29M1.4%–––
GOOGLAlphabet Inc.Stock1,698$3.50M1.5%––History
JPMJPMorgan Chase & CoStock23,714$3.61M1.5%––History
State Street SPDR Portfolio S&P 500 High Dividend ETF78468R788ETF108,669$4.18M1.8%–––
MSFTMicrosoft CorpStock19,184$4.52M1.9%––History
iShares Core S&P Small Cap ETF464287804ETF41,821$4.54M1.9%–––
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375ETF128,908$4.67M2.0%–––
AAPLApple Inc.Stock41,157$5.03M2.2%––History
Vanguard Ftse Developed Markets ETF921943858ETF107,160$5.26M2.3%–––
Vanguard High Dividend Yield Index ETF921946406ETF59,667$6.03M2.6%–––
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT58,885$8.34M3.6%–––
Invesco QQQ Trust Series I46090E103ETF36,918$11.8M5.1%–––

Options (3)

Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.

Option positions of RDA Financial Network in Q1 2021
SecurityClassPutsCalls
KMIKinder Morgan, Inc.Stock–$3.00K
VVisa Inc.Stock–$2.00K
HONHoneywell International IncCOM–$2.00K