RTD Financial Advisors, Inc.
RTD Financial Advisors, Inc. reported 120 holdings worth US$917M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 13, 2026
RTD Financial Advisors, Inc. reported 120 holdings worth US$917M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Apple Inc and International Business Machines Corporation. Filed Jul 13, 2026 (Form 13F).
- Holdings
- 120
- Value as reported
- US$917M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 6,405 | US$2.29M | 0.25% |
| Apple Inc | 7,344 | US$2.13M | 0.23% |
| International Business Machines Corporation | 6,633 | US$1.87M | 0.20% |
| Pfizer, Inc. | 58,450 | US$1.41M | 0.15% |
| Exxon Mobil Corporation | 9,324 | US$1.27M | 0.14% |
| Trex Company, Inc. | 20,568 | US$1.03M | 0.11% |
| Bristol-myers Squibb Company | 15,908 | US$917K | 0.10% |
| Nextera Energy, Inc. | 9,555 | US$839K | 0.09% |
| Onto Innovation Inc. | 2,000 | US$757K | 0.08% |
| Berkshire Hathaway Inc. | 1,497 | US$749K | 0.08% |
| Jp Morgan Chase & Co. | 2,240 | US$733K | 0.08% |
| Johnson & Johnson | 2,568 | US$652K | 0.07% |
| Public Service Enterprise Group Incorporated | 7,465 | US$606K | 0.07% |
| Eli Lilly And Company | 461 | US$553K | 0.06% |
| West Pharmaceutical Services, Inc. | 1,524 | US$547K | 0.06% |
| Microsoft Corp. | 1,456 | US$543K | 0.06% |
| Merck & Company, Inc. | 3,952 | US$508K | 0.06% |
| Nvidia Corporation | 2,394 | US$479K | 0.05% |
| Chevron Corporation | 2,834 | US$470K | 0.05% |
| Albemarle Corporation | 3,450 | US$466K | 0.05% |
| Boeing Company (the) | 1,611 | US$349K | 0.04% |
| Stryker Corporation | 1,092 | US$344K | 0.04% |
| Union Pacific Corporation | 1,243 | US$338K | 0.04% |
| Bank Of America Corporation | 5,578 | US$318K | 0.03% |
| Unitedhealth Group Incorporated | 685 | US$285K | 0.03% |
| Mcdonald's Corporation | 1,043 | US$282K | 0.03% |
| Essential Utilities, Inc. | 7,103 | US$272K | 0.03% |
| Colgate-palmolive Company | 2,827 | US$259K | 0.03% |
| Omeros Corporation | 11,700 | US$111K | 0.01% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
| Open Text Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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