RTD Financial Advisors, Inc.
RTD Financial Advisors, Inc. reported 124 holdings worth US$914M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 9, 2026
RTD Financial Advisors, Inc. reported 124 holdings worth US$914M as of Sep 30, 2026. Largest: Apple Inc, International Business Machines Corporation and Pfizer, Inc. Filed Oct 9, 2026 (Form 13F).
- Holdings
- 124
- Value as reported
- US$914M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 6,862 | US$2.29M | 0.25% |
| International Business Machines Corporation | 8,233 | US$1.81M | 0.20% |
| Pfizer, Inc. | 58,168 | US$1.66M | 0.18% |
| Alphabet Inc (google) Class C | 4,836 | US$1.65M | 0.18% |
| Berkshire Hathaway Inc. | 2 | US$1.49M | 0.16% |
| Trex Company, Inc. | 20,568 | US$896K | 0.10% |
| Nextera Energy, Inc. | 9,496 | US$719K | 0.08% |
| Johnson & Johnson | 2,568 | US$680K | 0.07% |
| Jp Morgan Chase & Co. | 1,972 | US$652K | 0.07% |
| Onto Innovation Inc. | 2,000 | US$616K | 0.07% |
| Chevron Corporation | 2,834 | US$579K | 0.06% |
| Merck & Company, Inc. | 3,928 | US$571K | 0.06% |
| West Pharmaceutical Services, Inc. | 1,524 | US$565K | 0.06% |
| Microsoft Corp. | 1,086 | US$557K | 0.06% |
| Lockheed Martin Corporation | 1,074 | US$547K | 0.06% |
| Eli Lilly And Company | 420 | US$486K | 0.05% |
| Public Service Enterprise Group Incorporated | 7,130 | US$480K | 0.05% |
| Albemarle Corporation | 3,450 | US$365K | 0.04% |
| Essential Utilities, Inc. | 9,238 | US$362K | 0.04% |
| Arista Networks, Inc. | 1,760 | US$358K | 0.04% |
| Union Pacific Corporation | 1,243 | US$338K | 0.04% |
| Bristol-myers Squibb Company | 5,208 | US$325K | 0.04% |
| Nvidia Corporation | 1,323 | US$302K | 0.03% |
| Stryker Corporation | 1,092 | US$301K | 0.03% |
| Boeing Company (the) | 1,596 | US$297K | 0.03% |
| Bank Of America Corporation | 5,131 | US$279K | 0.03% |
| Unitedhealth Group Incorporated | 685 | US$251K | 0.03% |
| Colgate-palmolive Company | 2,827 | US$241K | 0.03% |
| Mcdonald's Corporation | 1,043 | US$241K | 0.03% |
| Omeros Corporation | 11,700 | US$223K | 0.02% |
| Altria Group, Inc. | 2,981 | US$201K | 0.02% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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