Riversedge Advisors, LLC Top Holdings and 13F Report (2024) About Riversedge Advisors, LLCInvestment ActivityRiversedge Advisors, LLC has $511.29 million in total holdings as of September 30, 2024.Riversedge Advisors, LLC owns shares of 126 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 13.59% of the portfolio was purchased this quarter.About 8.13% of the portfolio was sold this quarter.This quarter, Riversedge Advisors, LLC has purchased 118 new stocks and bought additional shares in 57 stocks.Riversedge Advisors, LLC sold shares of 46 stocks and completely divested from 10 stocks this quarter.Largest Holdings Vanguard Large-Cap ETF $62,107,585iShares Core MSCI International Developed Markets ETF $45,519,597Vanguard Total Bond Market ETF $43,187,910SPDR Portfolio S&P 500 Growth ETF $33,521,322SPDR Portfolio S&P 500 Value ETF $26,363,803 Largest New Holdings this Quarter 921932794 - Vanguard S&P Small-Cap 600 Growth ETF $558,075 Holding14040H105 - Capital One Financial $366,373 Holding21037T109 - Constellation Energy $301,635 Holding461202103 - Intuit $285,328 Holding87165B103 - Synchrony Financial $277,839 Holding Largest Purchases this Quarter Vanguard Large-Cap ETF 106,011 shares (about $30.24M)iShares Core MSCI International Developed Markets ETF 86,721 shares (about $6.59M)iShares Core S&P Small-Cap ETF 39,566 shares (about $4.32M)Vanguard FTSE Emerging Markets ETF 63,831 shares (about $3.16M)Vanguard Value ETF 16,040 shares (about $2.83M) Largest Sales this Quarter Schwab US Large-Cap ETF 571,421 shares (about $13.97M)iShares Core MSCI EAFE ETF 40,827 shares (about $3.41M)Schwab US Small-Cap ETF 94,821 shares (about $2.40M)SPDR Portfolio S&P 500 Value ETF 38,572 shares (about $2.02M)SPDR Nuveen ICE High Yield Municipal Bond ETF 56,664 shares (about $1.40M) 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 PortfolioSectorVVVanguard Large-Cap ETF$62,107,585$30,244,966 ▲94.9%217,69212.1%ETFIDEViShares Core MSCI International Developed Markets ETF$45,519,597$6,594,265 ▲16.9%598,6278.9%ETFBNDVanguard Total Bond Market ETF$43,187,910$2,617,547 ▲6.5%586,5538.4%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$33,521,322$762,370 ▼-2.2%351,6716.6%ETFSPYVSPDR Portfolio S&P 500 Value ETF$26,363,803$2,018,858 ▼-7.1%503,7035.2%ETFVWOVanguard FTSE Emerging Markets ETF$26,125,212$3,157,081 ▲13.7%528,2095.1%ETFSCHFSchwab International Equity ETF$24,611,759$221,088 ▼-0.9%1,113,6544.8%ETFRSPInvesco S&P 500 Equal Weight ETF$23,716,101$979,031 ▼-4.0%130,4954.6%ETFIEFAiShares Core MSCI EAFE ETF$18,666,432$3,408,232 ▼-15.4%223,6043.7%ETFAAPLApple$17,941,887$230,816 ▼-1.3%87,4493.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$16,262,584$169,035 ▲1.1%285,2583.2%ETFVTEBVanguard Tax-Exempt Bond ETF$14,901,508$2,179,925 ▲17.1%303,9262.9%ETFSCHXSchwab US Large-Cap ETF$14,023,649$13,965,531 ▼-49.9%573,7992.7%ETFVUGVanguard Growth ETF$12,383,705$1,921,473 ▲18.4%28,2482.4%ETFIJRiShares Core S&P Small-Cap ETF$11,378,545$4,324,182 ▲61.3%104,1132.2%ETFVTVVanguard Value ETF$8,865,300$2,834,917 ▲47.0%50,1601.7%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$8,846,808$2,681,331 ▲43.5%103,3871.7%ETFBNDXVanguard Total International Bond ETF$8,534,286$409,695 ▼-4.6%172,3751.7%ETFSCHASchwab US Small-Cap ETF$5,015,061$2,398,968 ▼-32.4%198,2241.0%ETFVTWGVanguard Russell 2000 Growth ETF$4,900,310$172,822 ▼-3.4%23,5061.0%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,692,579$171,643 ▼-3.5%109,7940.9%ETFMSFTMicrosoft$4,523,091$1,252,518 ▲38.3%9,0930.9%Computer and TechnologyGRAYSCALE BITCOIN MINI TR ET$4,246,599$1,542,421 ▲57.0%88,9340.8%SHS NEWNVDANVIDIA$3,979,424$444,265 ▲12.6%25,1880.8%Computer and TechnologyVBKVanguard Small-Cap Growth ETF$3,411,729$604,025 ▼-15.0%12,3190.7%ETFPALANTIR TECHNOLOGIES INC$2,981,318$179,261 ▲6.4%21,8700.6%CL AISHARES BITCOIN TRUST ETF$2,801,520$1,025,390 ▼-26.8%45,7690.5%SHS BEN INTUSHYiShares Broad USD High Yield Corporate Bond ETF$2,788,941$894,238 ▲47.2%74,3520.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$2,249,728$76,618 ▲3.5%81,3060.4%ETFIVViShares Core S&P 500 ETF$2,163,996$180,695 ▲9.1%3,4850.4%ETFAMZNAmazon.com$2,090,644$602,248 ▲40.5%9,5290.4%Retail/WholesaleVBRVanguard Small-Cap Value ETF$1,988,406$489,106 ▼-19.7%10,1960.4%ETFGOOGLAlphabet$1,764,349$197,370 ▲12.6%10,0120.3%Computer and TechnologyMUBiShares National Muni Bond ETF$1,722,690$159,543 ▼-8.5%16,4880.3%ETFMETAMeta Platforms$1,473,966$248,736 ▲20.3%1,9970.3%Computer and TechnologyIVWiShares S&P 500 Growth ETF$1,450,452$46,242 ▲3.3%13,1740.3%ETFVGTVanguard Information Technology ETF$1,371,526$29,845 ▼-2.1%2,0680.3%ETFHYDVanEck High Yield Muni ETF$1,338,427$415,782 ▼-23.7%26,6570.3%ETFGOOGAlphabet$1,228,315$186,802 ▲17.9%6,9240.2%Computer and TechnologyBRK.BBerkshire Hathaway$1,122,129$22,831 ▼-2.0%2,3100.2%FinanceAVGOBroadcom$1,110,592$238,988 ▲27.4%4,0290.2%Computer and TechnologyHYMBSPDR Nuveen ICE High Yield Municipal Bond ETF$1,049,824$1,404,127 ▼-57.2%42,3660.2%ETFIWOiShares Russell 2000 Growth ETF$1,034,064$30,876 ▲3.1%3,6170.2%ETFMCOMoody's$1,011,205$18,559 ▲1.9%2,0160.2%FinanceCOSTCostco Wholesale$1,004,804$8,910 ▲0.9%1,0150.2%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$964,168$260,237 ▲37.0%4,2570.2%Computer and TechnologyJPMJPMorgan Chase & Co.$913,207$69,288 ▲8.2%3,1500.2%FinanceXLFFinancial Select Sector SPDR Fund$911,1460.0%17,3980.2%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$861,844$187,350 ▼-17.9%4,9360.2%ETFTSLATesla$826,551$460,607 ▲125.9%2,6020.2%Auto/Tires/TrucksVTIVanguard Total Stock Market ETF$742,845$23,708 ▼-3.1%2,4440.1%ETFABBVAbbVie$700,269$17,818 ▲2.6%3,7730.1%MedicalJNJJohnson & Johnson$653,531$5,194 ▲0.8%4,2780.1%MedicalMCDMcDonald's$625,025$29,513 ▲5.0%2,1390.1%Retail/WholesaleVVisa$614,601$1,065 ▲0.2%1,7310.1%Business ServicesNFLXNetflix$582,522$70,974 ▲13.9%4350.1%Consumer DiscretionaryCILVictoryShares International Volatility Wtd ETF$574,045$70,209 ▼-10.9%11,3650.1%ManufacturingVIOGVanguard S&P Small-Cap 600 Growth ETF$558,075$558,075 ▲New Holding4,8770.1%ETFCVXChevron$553,984$38,087 ▼-6.4%3,8690.1%EnergyHDHome Depot$522,473$79,929 ▲18.1%1,4250.1%Retail/WholesaleISRGIntuitive Surgical$506,458$35,322 ▲7.5%9320.1%MedicalSPLGSPDR Portfolio S&P 500 ETF$502,6500.0%6,9150.1%ETFBACBank of America$501,609$39,797 ▲8.6%10,6000.1%FinanceVOOVanguard S&P 500 ETF$499,178$1,704 ▼-0.3%8790.1%ETFABTAbbott Laboratories$496,966$408 ▼-0.1%3,6540.1%MedicalSHMSPDR Nuveen ICE Short Term Municipal Bond ETF$464,800$101,732 ▼-18.0%9,7180.1%FinanceSUBiShares Short-Term National Muni Bond ETF$433,244$957 ▼-0.2%4,0740.1%ETFSAPSAP$428,781$6,690 ▼-1.5%1,4100.1%Computer and TechnologyBABAAlibaba Group$412,359$1,134 ▲0.3%3,6360.1%Retail/WholesaleHSBCHSBC$388,023$15,745 ▲4.2%6,3830.1%FinanceLECOLincoln Electric$383,5420.0%1,8500.1%IndustrialsTPLTexas Pacific Land$376,845$13,723 ▼-3.5%3570.1%EnergyMAMastercard$368,851$12,370 ▼-3.2%6560.1%Business ServicesTAT&T$366,999$21,908 ▲6.3%12,6810.1%Computer and TechnologyCOFCapital One Financial$366,373$366,373 ▲New Holding1,7220.1%FinanceIWFiShares Russell 1000 Growth ETF$355,925$425 ▼-0.1%8380.1%ETFCCitigroup$336,875$50,727 ▲17.7%3,9580.1%Financial ServicesASMLASML$336,584$91,359 ▼-21.3%4200.1%Computer and TechnologyNVSNovartis$335,561$49,130 ▲17.2%2,7730.1%MedicalADPAutomatic Data Processing$318,641$8,945 ▲2.9%1,0330.1%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$307,839$65,794 ▲27.2%5,1280.1%ETFHURNHuron Consulting Group$307,2640.0%2,2340.1%Business ServicesMARMarriott International$303,045$7,925 ▲2.7%1,1090.1%Consumer DiscretionaryCEGConstellation Energy$301,635$301,635 ▲New Holding9350.1%EnergyKOCocaCola$301,503$2,971 ▼-1.0%4,2620.1%Consumer StaplesSCHESchwab Emerging Markets Equity ETF$294,622$44,367 ▼-13.1%9,7750.1%ETFEFAiShares MSCI EAFE ETF$288,300$16,091 ▼-5.3%3,2250.1%FinanceINTUIntuit$285,328$285,328 ▲New Holding3620.1%Computer and TechnologyAZNAstraZeneca$283,503$31,097 ▼-9.9%4,0570.1%MedicalRYRoyal Bank Of Canada$283,227$39,333 ▲16.1%2,1530.1%FinanceETNEaton$282,736$19,277 ▼-6.4%7920.1%IndustrialsSONYSony$282,035$39,409 ▲16.2%10,8350.1%Consumer DiscretionarySHELShell$279,950$51,751 ▼-15.6%3,9760.1%EnergySYFSynchrony Financial$277,839$277,839 ▲New Holding4,1630.1%FinanceORCLOracle$271,309$44,817 ▼-14.2%1,2410.1%Computer and TechnologyULUnilever$270,753$270,753 ▲New Holding4,4260.1%Consumer StaplesXOMExxon Mobil$270,391$118,377 ▼-30.4%2,5080.1%EnergySPYSPDR S&P 500 ETF Trust$267,327$56,182 ▼-17.4%4330.1%FinanceHIGThe Hartford Insurance Group$261,098$47,957 ▲22.5%2,0580.1%FinanceBXBlackstone$260,377$45,166 ▲21.0%1,7410.1%FinanceShowing 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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