Riversedge Advisors, LLC Top Holdings and 13F Report (2024) About Riversedge Advisors, LLCInvestment ActivityRiversedge Advisors, LLC has $448.37 million in total holdings as of September 30, 2024.Riversedge Advisors, LLC owns shares of 118 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 32.48% of the portfolio was purchased this quarter.About 29.95% of the portfolio was sold this quarter.This quarter, Riversedge Advisors, LLC has purchased 99 new stocks and bought additional shares in 52 stocks.Riversedge Advisors, LLC sold shares of 39 stocks and completely divested from 3 stocks this quarter.Largest Holdings Vanguard Total Bond Market ETF $40,471,177iShares Core MSCI International Developed Markets ETF $35,265,204SPDR Portfolio S&P 500 Growth ETF $28,906,583Vanguard Large-Cap ETF $28,705,419SPDR Portfolio S&P 500 Value ETF $27,693,963 Largest New Holdings this Quarter 92203J407 - Vanguard Total International Bond ETF $8,819,333 Holding464287804 - iShares Core S&P Small-Cap ETF $6,749,685 Holding46438F101 - ISHARES BITCOIN TRUST ETF $2,926,608 Holding389930207 - GRAYSCALE BITCOIN MINI TR ET $2,066,502 Holding57636Q104 - Mastercard $371,827 Holding Largest Purchases this Quarter Vanguard Total Bond Market ETF 539,495 shares (about $39.63M)iShares Core MSCI International Developed Markets ETF 496,205 shares (about $34.18M)Vanguard Large-Cap ETF 110,388 shares (about $28.37M)Vanguard Total International Bond ETF 180,650 shares (about $8.82M)Vanguard FTSE Emerging Markets ETF 176,717 shares (about $8.00M) Largest Sales this Quarter Dimensional International Value ETF 496,036 shares (about $19.52M)Harbor International Compounders ETF 598,775 shares (about $15.89M)Schwab US Large-Cap ETF 682,094 shares (about $15.06M)iShares MSCI Emerging Markets ex China ETF 174,023 shares (about $9.59M)Schwab US Small-Cap ETF 352,573 shares (about $8.26M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiversedge Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBNDVanguard Total Bond Market ETF$40,471,177$39,625,914 ▲4,688.0%551,0039.0%ETFIDEViShares Core MSCI International Developed Markets ETF$35,265,204$34,183,562 ▲3,160.3%511,9067.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$28,906,583$263,453 ▼-0.9%359,6696.4%ETFVVVanguard Large-Cap ETF$28,705,419$28,373,079 ▲8,537.4%111,6816.4%ETFSPYVSPDR Portfolio S&P 500 Value ETF$27,693,963$95,705 ▼-0.3%542,2756.2%ETFSCHXSchwab US Large-Cap ETF$25,286,467$15,060,641 ▼-37.3%1,145,2205.6%ETFRSPInvesco S&P 500 Equal Weight ETF$23,538,873$1,622,994 ▲7.4%135,8825.2%ETFSCHFSchwab International Equity ETF$22,225,965$125,979 ▼-0.6%1,123,6585.0%ETFVWOVanguard FTSE Emerging Markets ETF$21,017,753$7,998,213 ▲61.4%464,3784.7%ETFIEFAiShares Core MSCI EAFE ETF$20,004,236$4,086,014 ▼-17.0%264,4314.5%ETFAAPLApple$19,674,902$3,187,337 ▼-13.9%88,5744.4%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$14,348,950$208,657 ▼-1.4%282,2933.2%ETFVTEBVanguard Tax-Exempt Bond ETF$12,874,655$5,600,412 ▲77.0%259,4652.9%ETFVUGVanguard Growth ETF$8,849,630$690,468 ▲8.5%23,8652.0%ETFBNDXVanguard Total International Bond ETF$8,819,333$8,819,333 ▲New Holding180,6502.0%ETFSCHASchwab US Small-Cap ETF$6,866,037$8,260,777 ▼-54.6%293,0451.5%ETFIJRiShares Core S&P Small-Cap ETF$6,749,685$6,749,685 ▲New Holding64,5471.5%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$6,046,234$38,936 ▼-0.6%72,0521.3%ETFVTVVanguard Value ETF$5,893,814$548,443 ▲10.3%34,1201.3%ETFEMXCiShares MSCI Emerging Markets ex China ETF$4,783,961$9,586,928 ▼-66.7%86,8391.1%ManufacturingVTWGVanguard Russell 2000 Growth ETF$4,535,101$186,920 ▼-4.0%24,3351.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,480,712$65,787 ▼-1.4%113,8101.0%ETFVBKVanguard Small-Cap Growth ETF$3,650,761$301,377 ▼-7.6%14,5000.8%ETFISHARES BITCOIN TRUST ETF$2,926,608$2,926,608 ▲New Holding62,5210.7%SHS BEN INTVICTORY PORTFOLIOS II$2,711,546$7,173,332 ▼-72.6%110,5400.6%VICTORYSHARES SMHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$2,497,539$769,135 ▼-23.5%99,0300.6%ETFMSFTMicrosoft$2,468,308$310,462 ▼-11.2%6,5750.6%Computer and TechnologyNVDANVIDIA$2,425,092$174,490 ▼-6.7%22,3760.5%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,366,537$284,454 ▼-10.7%12,7040.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,087,525$1,383,736 ▼-39.9%78,5370.5%ETFGRAYSCALE BITCOIN MINI TR ET$2,066,502$2,066,502 ▲New Holding56,6320.5%SHS NEWMUBiShares National Muni Bond ETF$1,899,450$485,327 ▼-20.4%18,0150.4%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$1,859,358$5,260,623 ▼-73.9%50,5120.4%ETFIVViShares Core S&P 500 ETF$1,794,539$135,405 ▲8.2%3,1940.4%ETFHYDVanEck High Yield Muni ETF$1,788,136$1,572,769 ▼-46.8%34,9380.4%ETFPALANTIR TECHNOLOGIES INC$1,734,842$123,984 ▲7.7%20,5550.4%CL AGOOGLAlphabet$1,375,002$40,359 ▲3.0%8,8920.3%Computer and TechnologyAMZNAmazon.com$1,290,790$59,174 ▼-4.4%6,7840.3%Retail/WholesaleBRK.BBerkshire Hathaway$1,255,291$137,406 ▲12.3%2,3570.3%FinanceJMUBJPMorgan Municipal ETF$1,229,100$5,235,950 ▼-81.0%24,5820.3%ETFIVWiShares S&P 500 Growth ETF$1,183,957$1,300 ▲0.1%12,7540.3%ETFVGTVanguard Information Technology ETF$1,146,219$1,627 ▲0.1%2,1130.3%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,045,879$66,662 ▼-6.0%6,0090.2%ETFMETAMeta Platforms$956,758$115,272 ▲13.7%1,6600.2%Computer and TechnologyCOSTCostco Wholesale$951,028$84,137 ▲9.7%1,0060.2%Retail/WholesaleMCOMoody's$921,601$13,039 ▲1.4%1,9790.2%FinanceDFIVDimensional International Value ETF$920,748$19,523,967 ▼-95.5%23,3930.2%ETFGOOGAlphabet$917,229$27,184 ▲3.1%5,8710.2%Computer and TechnologyIWOiShares Russell 2000 Growth ETF$896,759$27,856 ▲3.2%3,5090.2%ETFXLFFinancial Select Sector SPDR Fund$866,6060.0%17,3980.2%ETFOSEAHarbor International Compounders ETF$783,048$15,888,498 ▼-95.3%29,5100.2%ETFABBVAbbVie$770,416$7,962 ▲1.0%3,6770.2%MedicalJPMJPMorgan Chase & Co.$713,991$79,959 ▲12.6%2,9110.2%FinanceJNJJohnson & Johnson$703,891$31,347 ▼-4.3%4,2440.2%MedicalVTIVanguard Total Stock Market ETF$693,182$2,199 ▼-0.3%2,5220.2%ETFCVXChevron$691,697$47,674 ▲7.4%4,1350.2%EnergyMCDMcDonald's$636,727$82,793 ▲14.9%2,0380.1%Retail/WholesaleVVisa$605,581$128,265 ▲26.9%1,7280.1%Business ServicesCILVictoryShares International Volatility Wtd ETF$578,194$15,775 ▼-2.7%12,7550.1%ManufacturingSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$563,834$2,380 ▼-0.4%11,8450.1%FinanceAVGOBroadcom$529,400$63,287 ▲13.6%3,1620.1%Computer and TechnologyTSMTaiwan Semiconductor Manufacturing$515,928$65,072 ▼-11.2%3,1080.1%Computer and TechnologyTPLTexas Pacific Land$489,887$10,592 ▲2.2%3700.1%EnergyABTAbbott Laboratories$485,061$27,058 ▲5.9%3,6570.1%MedicalBABAAlibaba Group$479,466$127,205 ▲36.1%3,6260.1%Retail/WholesaleSPLGSPDR Portfolio S&P 500 ETF$454,7290.0%6,9150.1%ETFVOOVanguard S&P 500 ETF$453,160$1,541 ▲0.3%8820.1%ETFHDHome Depot$442,365$32,252 ▲7.9%1,2070.1%Retail/WholesaleSUBiShares Short-Term National Muni Bond ETF$431,194$79,628 ▼-15.6%4,0830.1%ETFISRGIntuitive Surgical$429,399$8,915 ▲2.1%8670.1%MedicalXOMExxon Mobil$428,893$201,006 ▲88.2%3,6060.1%EnergyBACBank of America$407,250$4,465 ▼-1.1%9,7590.1%FinanceDVNDevon Energy$397,473$85,942 ▲27.6%10,6280.1%EnergySAPSAP$384,406$77,042 ▲25.1%1,4320.1%Computer and TechnologyMAMastercard$371,827$371,827 ▲New Holding6780.1%Business ServicesNFLXNetflix$356,226$86,725 ▲32.2%3820.1%Consumer DiscretionaryASMLASML$353,844$109,334 ▲44.7%5340.1%Computer and TechnologyHSBCHSBC$351,701$79,368 ▲29.1%6,1240.1%FinanceLECOLincoln Electric$349,9460.0%1,8500.1%IndustrialsSHELShell$345,222$81,268 ▲30.8%4,7110.1%EnergyTAT&T$337,210$337,210 ▲New Holding11,9240.1%Computer and TechnologyBMYBristol-Myers Squibb$331,481$12,015 ▼-3.5%5,4350.1%MedicalAZNAstraZeneca$330,897$330,897 ▲New Holding4,5020.1%MedicalHURNHuron Consulting Group$320,4670.0%2,2340.1%Business ServicesSCHESchwab Emerging Markets Equity ETF$310,072$717 ▲0.2%11,2470.1%ETFLLYEli Lilly and Company$309,716$309,716 ▲New Holding3750.1%MedicalKOCoca-Cola$308,288$4,083 ▲1.3%4,3040.1%Consumer StaplesADPAutomatic Data Processing$306,815$26,892 ▲9.6%1,0040.1%Business ServicesIWFiShares Russell 1000 Growth ETF$303,063$1,084 ▼-0.4%8390.1%ETFTSLATesla$298,552$26,175 ▲9.6%1,1520.1%Auto/Tires/TrucksSPYSPDR S&P 500 ETF Trust$293,339$50,942 ▲21.0%5240.1%FinanceUNHUnitedHealth Group$292,401$292,401 ▲New Holding5580.1%MedicalCOPConocoPhillips$279,024$279,024 ▲New Holding2,6570.1%EnergyEFAiShares MSCI EAFE ETF$278,306$14,712 ▲5.6%3,4050.1%FinanceORLYO'Reilly Automotive$266,460$17,191 ▲6.9%1860.1%Retail/WholesaleNVSNovartis$263,873$263,873 ▲New Holding2,3670.1%MedicalMARMarriott International$257,3040.0%1,0800.1%Consumer DiscretionaryNVONovo Nordisk A/S$257,136$4,514 ▼-1.7%3,7030.1%MedicalCCitigroup$238,687$238,687 ▲New Holding3,3620.1%FinanceSONYSony Group$236,660$236,660 ▲New Holding9,3210.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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