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Riversedge Advisors, LLC Top Holdings and 13F Report (2024)

About Riversedge Advisors, LLC

Investment Activity

  • Riversedge 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 New Holdings this Quarter

921932794 - Vanguard S&P Small-Cap 600 Growth ETF
$558,075 Holding
14040H105 - Capital One Financial
$366,373 Holding
21037T109 - Constellation Energy
$301,635 Holding
461202103 - Intuit
$285,328 Holding
87165B103 - Synchrony Financial
$277,839 Holding

Largest Purchases this Quarter

Vanguard Large-Cap ETF
106,011 shares (about $30.24M)
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)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiversedge Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$62,107,585$30,244,966 94.9%217,69212.1%ETF
iShares Core MSCI International Developed Markets ETF stock logo
IDEV
iShares Core MSCI International Developed Markets ETF
$45,519,597$6,594,265 16.9%598,6278.9%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$43,187,910$2,617,547 6.5%586,5538.4%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$33,521,322$762,370 -2.2%351,6716.6%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$26,363,803$2,018,858 -7.1%503,7035.2%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$26,125,212$3,157,081 13.7%528,2095.1%ETF
Schwab International Equity ETF stock logo
SCHF
Schwab International Equity ETF
$24,611,759$221,088 -0.9%1,113,6544.8%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$23,716,101$979,031 -4.0%130,4954.6%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$18,666,432$3,408,232 -15.4%223,6043.7%ETF
Apple Inc. stock logo
AAPL
Apple
$17,941,887$230,816 -1.3%87,4493.5%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$16,262,584$169,035 1.1%285,2583.2%ETF
Vanguard Tax-Exempt Bond ETF stock logo
VTEB
Vanguard Tax-Exempt Bond ETF
$14,901,508$2,179,925 17.1%303,9262.9%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$14,023,649$13,965,531 -49.9%573,7992.7%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$12,383,705$1,921,473 18.4%28,2482.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$11,378,545$4,324,182 61.3%104,1132.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$8,865,300$2,834,917 47.0%50,1601.7%ETF
Vanguard S&P Small-Cap 600 Value ETF stock logo
VIOV
Vanguard S&P Small-Cap 600 Value ETF
$8,846,808$2,681,331 43.5%103,3871.7%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$8,534,286$409,695 -4.6%172,3751.7%ETF
Schwab US Small-Cap ETF stock logo
SCHA
Schwab US Small-Cap ETF
$5,015,061$2,398,968 -32.4%198,2241.0%ETF
Vanguard Russell 2000 Growth ETF stock logo
VTWG
Vanguard Russell 2000 Growth ETF
$4,900,310$172,822 -3.4%23,5061.0%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$4,692,579$171,643 -3.5%109,7940.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$4,523,091$1,252,518 38.3%9,0930.9%Computer and Technology
GRAYSCALE BITCOIN MINI TR ET
$4,246,599$1,542,421 57.0%88,9340.8%SHS NEW
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,979,424$444,265 12.6%25,1880.8%Computer and Technology
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$3,411,729$604,025 -15.0%12,3190.7%ETF
PALANTIR TECHNOLOGIES INC
$2,981,318$179,261 6.4%21,8700.6%CL A
ISHARES BITCOIN TRUST ETF
$2,801,520$1,025,390 -26.8%45,7690.5%SHS BEN INT
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$2,788,941$894,238 47.2%74,3520.5%ETF
Schwab U.S. Large-Cap Value ETF stock logo
SCHV
Schwab U.S. Large-Cap Value ETF
$2,249,728$76,618 3.5%81,3060.4%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,163,996$180,695 9.1%3,4850.4%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,090,644$602,248 40.5%9,5290.4%Retail/Wholesale
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$1,988,406$489,106 -19.7%10,1960.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,764,349$197,370 12.6%10,0120.3%Computer and Technology
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$1,722,690$159,543 -8.5%16,4880.3%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,473,966$248,736 20.3%1,9970.3%Computer and Technology
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,450,452$46,242 3.3%13,1740.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,371,526$29,845 -2.1%2,0680.3%ETF
VanEck High Yield Muni ETF stock logo
HYD
VanEck High Yield Muni ETF
$1,338,427$415,782 -23.7%26,6570.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,228,315$186,802 17.9%6,9240.2%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,122,129$22,831 -2.0%2,3100.2%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$1,110,592$238,988 27.4%4,0290.2%Computer and Technology
SPDR Nuveen ICE High Yield Municipal Bond ETF stock logo
HYMB
SPDR Nuveen ICE High Yield Municipal Bond ETF
$1,049,824$1,404,127 -57.2%42,3660.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$1,034,064$30,876 3.1%3,6170.2%ETF
Moody's Corporation stock logo
MCO
Moody's
$1,011,205$18,559 1.9%2,0160.2%Finance
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,004,804$8,910 0.9%1,0150.2%Retail/Wholesale
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$964,168$260,237 37.0%4,2570.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$913,207$69,288 8.2%3,1500.2%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$911,1460.0%17,3980.2%ETF
SPDR SSGA US Large Cap Low Volatility Index ETF stock logo
LGLV
SPDR SSGA US Large Cap Low Volatility Index ETF
$861,844$187,350 -17.9%4,9360.2%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$826,551$460,607 125.9%2,6020.2%Auto/Tires/Trucks
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$742,845$23,708 -3.1%2,4440.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$700,269$17,818 2.6%3,7730.1%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$653,531$5,194 0.8%4,2780.1%Medical
McDonald's Corporation stock logo
MCD
McDonald's
$625,025$29,513 5.0%2,1390.1%Retail/Wholesale
Visa Inc. stock logo
V
Visa
$614,601$1,065 0.2%1,7310.1%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$582,522$70,974 13.9%4350.1%Consumer Discretionary
CIL
VictoryShares International Volatility Wtd ETF
$574,045$70,209 -10.9%11,3650.1%Manufacturing
Vanguard S&P Small-Cap 600 Growth ETF stock logo
VIOG
Vanguard S&P Small-Cap 600 Growth ETF
$558,075$558,075 New Holding4,8770.1%ETF
Chevron Corporation stock logo
CVX
Chevron
$553,984$38,087 -6.4%3,8690.1%Energy
The Home Depot, Inc. stock logo
HD
Home Depot
$522,473$79,929 18.1%1,4250.1%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$506,458$35,322 7.5%9320.1%Medical
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$502,6500.0%6,9150.1%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$501,609$39,797 8.6%10,6000.1%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$499,178$1,704 -0.3%8790.1%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$496,966$408 -0.1%3,6540.1%Medical
SPDR Nuveen ICE Short Term Municipal Bond ETF stock logo
SHM
SPDR Nuveen ICE Short Term Municipal Bond ETF
$464,800$101,732 -18.0%9,7180.1%Finance
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$433,244$957 -0.2%4,0740.1%ETF
SAP SE stock logo
SAP
SAP
$428,781$6,690 -1.5%1,4100.1%Computer and Technology
Alibaba Group Holding Limited stock logo
BABA
Alibaba Group
$412,359$1,134 0.3%3,6360.1%Retail/Wholesale
HSBC Holdings plc stock logo
HSBC
HSBC
$388,023$15,745 4.2%6,3830.1%Finance
Lincoln Electric Holdings, Inc. stock logo
LECO
Lincoln Electric
$383,5420.0%1,8500.1%Industrials
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$376,845$13,723 -3.5%3570.1%Energy
Mastercard Incorporated stock logo
MA
Mastercard
$368,851$12,370 -3.2%6560.1%Business Services
AT&T Inc. stock logo
T
AT&T
$366,999$21,908 6.3%12,6810.1%Computer and Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$366,373$366,373 New Holding1,7220.1%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$355,925$425 -0.1%8380.1%ETF
Citigroup Inc. stock logo
C
Citigroup
$336,875$50,727 17.7%3,9580.1%Financial Services
ASML Holding N.V. stock logo
ASML
ASML
$336,584$91,359 -21.3%4200.1%Computer and Technology
Novartis AG stock logo
NVS
Novartis
$335,561$49,130 17.2%2,7730.1%Medical
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$318,641$8,945 2.9%1,0330.1%Computer and Technology
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$307,839$65,794 27.2%5,1280.1%ETF
Huron Consulting Group Inc. stock logo
HURN
Huron Consulting Group
$307,2640.0%2,2340.1%Business Services
Marriott International, Inc. stock logo
MAR
Marriott International
$303,045$7,925 2.7%1,1090.1%Consumer Discretionary
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$301,635$301,635 New Holding9350.1%Energy
CocaCola Company (The) stock logo
KO
CocaCola
$301,503$2,971 -1.0%4,2620.1%Consumer Staples
Schwab Emerging Markets Equity ETF stock logo
SCHE
Schwab Emerging Markets Equity ETF
$294,622$44,367 -13.1%9,7750.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$288,300$16,091 -5.3%3,2250.1%Finance
Intuit Inc. stock logo
INTU
Intuit
$285,328$285,328 New Holding3620.1%Computer and Technology
AstraZeneca PLC stock logo
AZN
AstraZeneca
$283,503$31,097 -9.9%4,0570.1%Medical
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$283,227$39,333 16.1%2,1530.1%Finance
Eaton Corporation, PLC stock logo
ETN
Eaton
$282,736$19,277 -6.4%7920.1%Industrials
Sony Corporation stock logo
SONY
Sony
$282,035$39,409 16.2%10,8350.1%Consumer Discretionary
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$279,950$51,751 -15.6%3,9760.1%Energy
Synchrony Financial stock logo
SYF
Synchrony Financial
$277,839$277,839 New Holding4,1630.1%Finance
Oracle Corporation stock logo
ORCL
Oracle
$271,309$44,817 -14.2%1,2410.1%Computer and Technology
Unilever PLC stock logo
UL
Unilever
$270,753$270,753 New Holding4,4260.1%Consumer Staples
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$270,391$118,377 -30.4%2,5080.1%Energy
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$267,327$56,182 -17.4%4330.1%Finance
The Hartford Insurance Group, Inc. stock logo
HIG
The Hartford Insurance Group
$261,098$47,957 22.5%2,0580.1%Finance
Blackstone Inc. stock logo
BX
Blackstone
$260,377$45,166 21.0%1,7410.1%Finance

Showing largest 100 holdings. View all holdings.
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