Holdings
RTD Financial Advisors, Inc.
As of Sep 30, 2026, RTD Financial Advisors, Inc. reported 31 positions worth US$20.3M. Largest: Apple Inc, International Business Machines Corporation and Pfizer, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 6,862 | US$2.29M | −482 | Sep 30, 2026 |
| International Business Machines Corporation | 8,233 | US$1.81M | +1,600 | Sep 30, 2026 |
| Pfizer, Inc. | 58,168 | US$1.66M | −282 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 4,836 | US$1.65M | −1,569 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 2 | US$1.49M | −1,495 | Sep 30, 2026 |
| Trex Company, Inc. | 20,568 | US$896K | no change | Sep 30, 2026 |
| Nextera Energy, Inc. | 9,496 | US$719K | −59 | Sep 30, 2026 |
| Johnson & Johnson | 2,568 | US$680K | no change | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 1,972 | US$652K | −268 | Sep 30, 2026 |
| Onto Innovation Inc. | 2,000 | US$616K | no change | Sep 30, 2026 |