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| Happy Holidays!! thanks for using AUM13F!! |
| RDA Financial Network Inc
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| CRD # | 147309 |
| SEC # | 801-69651 |
| CIK # | 0001774086 |
| AUM | $578.7 M (2025-03-31) |
| Employees | 18 (100% Investors, 33% Brokers) |
| Phone | 888-300-4975 |
| Address | 321 Reed Street Akron, IA 51001 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001774086 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 14.7 | ||
| Microsoft Corp | 14.7 | ||
| Amazon Com Inc | 11.3 | ||
| Broadcom Inc | 10.7 | ||
| Apple Inc | 9.7 | ||
| Facebook Inc | 9.6 | ||
| Alphabet Inc | 9.1 | ||
| J P Morgan Chase & Co | 9.1 | ||
| VISA Inc | 6.1 | ||
| Intuitive Surgical Inc | 5.4 | ||
| Costco Wholesale Corp /NEW | 4.1 | ||
| UnitedHealth Group Inc | 3.2 | ||
| Taser International Inc | 3.1 | ||
| Fiserv Inc | 3.0 | ||
| Oracle Corp | 2.8 | ||
| Adobe Systems Inc | 2.8 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,460 | 519.4 |
| (b) Individuals (high net worth individuals) | 10 | 46.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 4.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 8.6 |
| (n) Other | 0 | 0.0 |
| Total | 3,347 | 578.7 |
| By Discretionary | ||
| Discretionary | 3,347 | 578.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,347 | 578.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 578.7 | |
| Total | 3,347 | 578.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001774086] |
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Hapanowicz & Associates Financial Services Inc
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The Retirement Solution LLC
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Rockport Wealth LLC
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