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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

RDA Financial Network

Quarter ended Q1 2025 · Filed April 14, 2025 · Accession 0001774086-25-000004

Total Value
$335.4M
Positions
243
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (243)

#IssuerTicker / CUSIPSharesValue% of Filing
1MICROSOFT CORPMSFT29,322$11.0M3.28%
2APPLE INCAAPL46,643$10.4M3.09%
3INVESCO QQQ TRIVZ21,918$10.3M3.06%
4NVIDIA CORPORATIONNVDA93,380$10.1M3.02%
5AMAZON COM INCAMZN50,482$9.6M2.86%
6BROADCOM INCAVGO49,072$8.2M2.45%
7ALPHABET INCGOOG51,821$8.0M2.39%
8VANGUARD WHITEHALL FDS92194640661,029$7.9M2.35%
9META PLATFORMS INCMETA13,175$7.6M2.26%
10JPMORGAN CHASE & CO.VYLD30,521$7.5M2.23%
11VISA INCV17,143$6.0M1.79%
12INTUITIVE SURGICAL INCISRG10,058$5.0M1.49%
13UNITEDHEALTH GROUP INCUNH9,282$4.9M1.45%
14FIDELITY MERRIMACK STR TR31618830988,680$4.0M1.21%
15COSTCO WHSL CORP NEW22160K1054,261$4.0M1.20%
16J P MORGAN EXCHANGE TRADED F46641Q33269,781$4.0M1.19%
17ISHARES TR46428750767,200$3.9M1.17%
18SPDR SER TR78468R66339,305$3.6M1.08%
19FISERV INCFISV15,609$3.4M1.03%
20SPDR SER TR78464A40942,887$3.4M1.03%
21COLUMBIA ETF TR I19761L70699,181$3.3M0.98%
22ISHARES TR46428766335,615$3.3M0.98%
23JANUS DETROIT STR TR47103U84561,718$3.1M0.93%
24VANECK ETF TRUST92189F64335,220$3.1M0.92%
25SELECT SECTOR SPDR TR81369Y60559,724$3.0M0.89%
26ORACLE CORPORCL-PD20,446$2.9M0.85%
27ELEVANCE HEALTH INCELV6,466$2.8M0.84%
28SPDR SER TR78464A85441,812$2.7M0.82%
29ADOBE INCADBE7,161$2.7M0.82%
30BERKSHIRE HATHAWAY INC DELBRK-A5,133$2.7M0.82%
31ISHARES TR46428825723,253$2.7M0.81%
32ELI LILLY & COLLY3,158$2.6M0.78%
33ISHARES TR46428757226,975$2.6M0.77%
34EDWARDS LIFESCIENCES CORPEW34,696$2.5M0.75%
35VERTEX PHARMACEUTICALS INCVRTX5,058$2.5M0.73%
36KINDER MORGAN INC DELEP-PC82,550$2.4M0.70%
37ISHARES TR46432F33913,641$2.3M0.70%
38GLOBAL X FDS37954Y483135,749$2.3M0.67%
39FIRST TR EXCHNG TRADED FD VI33740F80549,772$2.2M0.65%
40WALMART INCWMT24,826$2.2M0.65%
41BANK AMERICA CORP06050510452,202$2.2M0.65%
42THERMO FISHER SCIENTIFIC INCTMO4,331$2.2M0.64%
43ISHARES TR46434V61346,138$2.1M0.63%
44WELLTOWER INCWELL13,821$2.1M0.63%
45CHEVRON CORP NEWCVX12,586$2.1M0.63%
46SCHWAB STRATEGIC TR80852483989,399$2.1M0.62%
47AMERICAN CENTY ETF TR02507287723,606$2.1M0.61%
48TAIWAN SEMICONDUCTOR MFG LTD87403910012,342$2.0M0.61%
49AXON ENTERPRISE INCAXON3,765$2.0M0.59%
50SCHWAB STRATEGIC TR80852479770,568$2.0M0.59%
51MASTERCARD INCORPORATEDMA3,579$2.0M0.58%
52VANGUARD INDEX FDS9229087696,995$1.9M0.57%
53SOUTHERN COSOMN20,878$1.9M0.57%
54HOME DEPOT INCHD5,183$1.9M0.57%
55ISHARES TR46428780417,728$1.9M0.55%
56GE AEROSPACE3696043019,180$1.8M0.55%
57SPDR SER TR78464A50834,495$1.8M0.53%
58ARES CAPITAL CORPARCC78,844$1.7M0.52%
59AUTOMATIC DATA PROCESSING INADP5,704$1.7M0.52%
60PFIZER INCPFE68,585$1.7M0.52%
61ISHARES TR46428858818,491$1.7M0.52%
62ROPER TECHNOLOGIES INCROP2,919$1.7M0.51%
63BLACKROCK CORPOR HI YLD FD IBLK179,409$1.7M0.51%
64AMPLIFY ETF TR03210840942,138$1.7M0.51%
65WASTE MGMT INC DEL94106L1097,396$1.7M0.51%
66ANALOG DEVICES INCADI8,266$1.7M0.50%
67ALPHABET INCGOOG10,540$1.6M0.49%
68ISHARES TR46429B66313,478$1.6M0.49%
69VANGUARD WORLD FD92204A5046,143$1.6M0.48%
70COPART INCCPRT28,291$1.6M0.48%
71ISHARES TR46429B74715,180$1.6M0.47%
72FIRST TR EXCHNG TRADED FD VI33740F75552,662$1.6M0.47%
73VANGUARD INDEX FDS9229087448,681$1.5M0.45%
74QUALCOMM INCQCOM9,651$1.5M0.44%
75BLACKROCK ETF TRUST IIBLK27,206$1.4M0.42%
76SALESFORCE INCCRM5,241$1.4M0.42%
77VERIZON COMMUNICATIONS INCVZ30,843$1.4M0.42%
78BLACKSTONE INCBX9,991$1.4M0.42%
79VIRTUS ETF TR II92790A40558,111$1.4M0.41%
80INVESCO EXCH TRADED FD TR IIIVZ27,212$1.4M0.41%
81INVESCO EXCHANGE TRADED FD TIVZ7,792$1.3M0.40%
82SPDR INDEX SHS FDS78463X53336,876$1.3M0.39%
83SPDR GOLD TRGLD4,568$1.3M0.39%
84SELECT SECTOR SPDR TR81369Y8036,119$1.3M0.38%
85SPDR SER TR78464A37537,967$1.3M0.38%
86BLACKROCK ETF TRUSTBLK25,770$1.3M0.37%
87VANGUARD SPECIALIZED FUNDS9219088446,115$1.2M0.35%
88ISHARES TR46428987526,090$1.1M0.34%
89DNP SELECT INCOME FD INC23325P104113,638$1.1M0.34%
90SPDR SER TR78468R78825,388$1.1M0.34%
91SELECT SECTOR SPDR TR81369Y30813,512$1.1M0.33%
92AMPLIFY ETF TR03210888838,313$1.1M0.33%
93CATERPILLAR INCCAT3,245$1.1M0.32%
94CHIPOTLE MEXICAN GRILL INCCMG20,422$1.0M0.31%
95REALTY INCOME CORPO17,506$1.0M0.30%
96ISHARES TR46428887716,961$999,6810.30%
97JOHNSON & JOHNSONJNJ5,909$979,9540.29%
98ISHARES TR46428875210,026$954,5750.28%
99ISHARES TR46436E7189,280$934,2470.28%
100SCHWAB STRATEGIC TR80852430034,512$864,1690.26%
101ISHARES TR46429B65516,256$829,8690.25%
102ISHARES TR4642872427,567$822,4760.25%
103BERKSHIRE HATHAWAY INC DELBRK-A1$798,4420.24%
104VANGUARD MUN BD FDS92290774615,982$793,0270.24%
105ISHARES TR46428988320,540$772,9050.23%
106VANGUARD TAX-MANAGED FDS92194385814,889$756,8100.23%
107EPR PPTYS26884U10914,359$755,4120.23%
108ISHARES TR4642872001,313$737,8870.22%
109ENTERPRISE PRODS PARTNERS L29379210721,489$733,6270.22%
110PAYCHEX INCPAYX4,686$722,9540.22%
111EXXON MOBIL CORPXOM5,841$694,7180.21%
112MICRON TECHNOLOGY INCMU7,775$675,5400.20%
113ISHARES TR4642886796,000$662,7600.20%
114VANECK MERK GOLD ETFOUNZ21,983$662,5680.20%
115BONDBLOXX ETF TRUST09789C81214,056$654,5880.20%
116INVESCO EXCH TRADED FD TR IIIVZ5,050$629,1800.19%
117ISHARES TR4642888856,238$623,8000.19%
118SELECT SECTOR SPDR TR81369Y2094,109$599,9050.18%
119ISHARES TR4642876552,986$595,6190.18%
120VANGUARD INDEX FDS9229087361,600$593,1300.18%
121FIRST TR EXCHANGE-TRADED FD3369201035,237$585,1820.17%
122SPDR S&P 500 ETF TRSPY1,030$576,3000.17%
123ISHARES TR4642885219,955$573,4060.17%
124ONEOK INC NEWOKE5,745$569,9770.17%
125ISHARES TR4642874576,872$568,5210.17%
126AT&T INCT-PC20,032$566,5050.17%
127T-MOBILE US INCTMUSZ2,121$565,7220.17%
128VANGUARD WHITEHALL FDS9219467947,592$559,4300.17%
129FIRST TR INTER DURATN PFD &33718W10330,168$554,7860.17%
130GOLUB CAP BDC INC38173M10235,773$541,6010.16%
131KROGER COKR7,918$535,9410.16%
132ALLIANT ENERGY CORPLNT8,224$529,2120.16%
133VANGUARD INDEX FDS9229086371,976$507,8910.15%
134AON PLCAON1,261$503,2520.15%
135UNITED PARCEL SERVICE INCUPS4,452$489,6420.15%
136KKR & CO INCKKRT4,166$481,5910.14%
137ISHARES INC46434G7648,597$473,6090.14%
138VANGUARD WORLD FD9219108161,527$471,6960.14%
139FIRST TR LRGE CP CORE ALPHA33734K1094,599$471,2490.14%
140ISHARES INC46434G1038,680$468,4600.14%
141ISHARES TR4642877213,269$459,0980.14%
142MARSH & MCLENNAN COS INC5717481021,839$448,6560.13%
143ISHARES TR4642875232,383$448,4090.13%
144BIOGEN INCBIIB3,200$437,8880.13%
145INVESCO EXCHANGE TRADED FD TIVZ9,493$436,8680.13%
146INVESCO EXCHANGE TRADED FD TIVZ9,760$430,7090.13%
147ABBVIE INCABBV2,017$422,6380.13%
148AMGEN INCAMGN1,338$416,8770.12%
149SPDR SER TR78464A8056,126$416,6290.12%
150US BANCORP DELUSB-PS9,815$414,3710.12%
151COMCAST CORP NEWCCZ10,839$399,9640.12%
152PROSHARES TR74347B6804,930$397,6050.12%
153CISCO SYS INCCSCO6,441$397,4960.12%
154GOLDMAN SACHS ETF TRNVGLF3,535$389,1330.12%
155VANGUARD INDEX FDS922908363748$384,6050.11%
156GENERAL MTRS CO37045V1008,160$383,7650.11%
157WORLD GOLD TRGLDW6,174$382,1090.11%
158PALANTIR TECHNOLOGIES INCPLTR4,499$379,7160.11%
159INVESCO EXCHANGE TRADED FD TIVZ6,350$377,8890.11%
160MAIN STR CAP CORP56035L1046,647$375,9820.11%
161ISHARES TR46434V7386,142$369,4410.11%
162INVESCO EXCH TRADED FD TR IIIVZ3,978$368,0840.11%
163LINDE PLCLIN788$367,1170.11%
164ISHARES TR46432F8424,832$365,5410.11%
165FORTIVE CORPFTV4,965$363,3590.11%
166BOEING COBA-PA2,104$358,8370.11%
167ISHARES INC4642863922,331$357,0630.11%
168ARTISAN PARTNERS ASSET MGMT04316A1089,129$356,9480.11%
169REVVITY INCRVTY3,331$352,4290.11%
170EATON CORP PLCETN1,269$344,9520.10%
171ISHARES TR4642898675,965$343,4050.10%
172FIRST TR MORNINGSTAR DIVID L3369171097,904$343,3440.10%
173WISDOMTREE TRWT7,190$341,3810.10%
174VANGUARD INTL EQUITY INDEX F9220428587,537$341,1230.10%
175TESLA INCTSLA1,311$339,7590.10%
176XCEL ENERGY INCXELLL4,749$336,1910.10%
177FIRST TR VALUE LINE DIVID IN33734H1067,508$334,7820.10%
178DUKE ENERGY CORP NEWDUKB2,727$332,5700.10%
179INVESCO EXCH TRADED FD TR IIIVZ7,201$332,4970.10%
180ISHARES TR4642871762,966$329,4940.10%
181SHELL PLCRYDAF4,437$325,1590.10%
182ISHARES TR46434V6215,245$324,0570.10%
183SPDR SER TR78464A47410,686$321,6490.10%
184ISHARES TR4642873093,462$321,3770.10%
185LOCKHEED MARTIN CORPLMT713$318,5930.09%
186PROCTER AND GAMBLE CO7427181091,865$317,8850.09%
187VANGUARD WORLD FD92204A702573$310,7840.09%
188FIRST TR EXCHANGE-TRADED FD33733E2031,817$309,0700.09%
189ALPS ETF TR00162Q4525,812$301,8750.09%
190VANECK ETF TRUST92189F6761,424$301,1330.09%
191VANGUARD INDEX FDS9229086291,108$286,6100.09%
192ISHARES TR4642874732,263$285,0700.08%
193PROGRESSIVE CORP7433151031,006$284,6290.08%
194CONSTELLATION BRANDS INCSTZ1,533$281,2530.08%
195PEPSICO INCPEP1,846$276,8320.08%
196CONOCOPHILLIPSCOP2,632$276,4600.08%
197SELECT SECTOR SPDR TR81369Y4071,400$276,4440.08%
198ISHARES TR4642882813,038$275,2200.08%
199STARBUCKS CORPSBUX2,806$275,1950.08%
200ETF SER SOLUTIONS26922A3889,970$271,8820.08%
201CITIGROUP INCC-PR3,810$270,4720.08%
202CASEYS GEN STORES INC147528103620$269,1050.08%
203PAYPAL HLDGS INCPYPL4,098$267,3950.08%
204EMCOR GROUP INCEME721$266,6230.08%
205DOW INCDOW7,558$263,9210.08%
206VANGUARD INTL EQUITY INDEX F9220427754,311$261,5350.08%
207ISHARES TR4642885623,026$261,5290.08%
208SCHWAB STRATEGIC TR8085246807,964$260,9010.08%
209FIDELITY NATIONAL FINANCIALFNF3,996$260,0440.08%
210DISNEY WALT CO2546871062,631$259,6600.08%
211WEC ENERGY GROUP INCWEC2,360$257,2140.08%
212SNAP ON INCSNA755$254,5180.08%
213PROSHARES TR74347R2483,970$252,9750.08%
214VANGUARD INDEX FDS9229085532,738$247,9100.07%
215SILGAN HLDGS INCSLGN4,725$241,5490.07%
216PHILLIPS 66PSX1,952$241,0210.07%
217BROADRIDGE FINL SOLUTIONS IN11133T103993$240,7940.07%
218ISHARES TR4642885132,988$235,7030.07%
219SELECT SECTOR SPDR TR81369Y7041,787$234,2220.07%
220BAKER HUGHES COMPANYBKR5,298$232,8350.07%
221ISHARES TR4642874322,553$232,4000.07%
222J P MORGAN EXCHANGE TRADED F46641Q6704,910$230,9660.07%
223TCW STRATEGIC INCOME FD INC87234010447,053$228,6800.07%
224ISHARES TR464287648890$227,4220.07%
225AMETEK INCAME1,320$227,2970.07%
226GILEAD SCIENCES INCGILD2,026$226,9700.07%
227ALIGN TECHNOLOGY INCALGN1,422$225,8990.07%
228ENTERGY CORP NEWENO2,610$223,0930.07%
229MARRIOTT INTL INC NEW571903202928$221,1210.07%
230TEXAS PACIFIC LAND CORPORATITPL166$219,8100.07%
231PHILIP MORRIS INTL INC7181721091,374$218,0280.07%
232ALIBABA GROUP HLDG LTDBBAAY1,630$215,5350.06%
233CHUBB LIMITEDCB713$215,3300.06%
234ISHARES TR4642875561,682$215,1170.06%
235WELLS FARGO CO NEW9497461012,977$213,7410.06%
236INVESCO EXCH TRADED FD TR IIIVZ18,605$208,7480.06%
237FASTENAL COFAST2,664$206,6270.06%
238GE VERNOVA INCGEV675$206,1110.06%
239ULTA BEAUTY INCULTA558$204,5290.06%
240ABBOTT LABSABLZF1,535$203,6090.06%
241ISHARES TR464287614556$200,8640.06%
242HEALTHCARE RLTY TR42226K10511,737$198,3550.06%
243SNAP INCSNAP11,552$100,6180.03%