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

About Riversedge Advisors, LLC

Investment Activity

Riversedge 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: $40,471,177
iShares Core MSCI International Developed Markets ETF: $35,265,204
SPDR Portfolio S&P 500 Growth ETF: $28,906,583
Vanguard Large-Cap ETF: $28,705,419
SPDR Portfolio S&P 500 Value ETF: $27,693,963

Largest New Holdings this Quarter

92203J407 - Vanguard Total International Bond ETF: $8,819,333 Holding
464287804 - iShares Core S&P Small-Cap ETF: $6,749,685 Holding
46438F101 - ISHARES BITCOIN TRUST ETF: $2,926,608 Holding
389930207 - GRAYSCALE BITCOIN MINI TR ET: $2,066,502 Holding
57636Q104 - 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 Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
BND Vanguard Total Bond Market ETF	$40,471,177	$39,625,914 ▲	4,688.0%	551,003	9.0%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$35,265,204	$34,183,562 ▲	3,160.3%	511,906	7.9%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$28,906,583	$263,453 ▼	-0.9%	359,669	6.4%	ETF
VV Vanguard Large-Cap ETF	$28,705,419	$28,373,079 ▲	8,537.4%	111,681	6.4%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$27,693,963	$95,705 ▼	-0.3%	542,275	6.2%	ETF
SCHX Schwab US Large-Cap ETF	$25,286,467	$15,060,641 ▼	-37.3%	1,145,220	5.6%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$23,538,873	$1,622,994 ▲	7.4%	135,882	5.2%	ETF
SCHF Schwab International Equity ETF	$22,225,965	$125,979 ▼	-0.6%	1,123,658	5.0%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$21,017,753	$7,998,213 ▲	61.4%	464,378	4.7%	ETF
IEFA iShares Core MSCI EAFE ETF	$20,004,236	$4,086,014 ▼	-17.0%	264,431	4.5%	ETF
AAPL Apple	$19,674,902	$3,187,337 ▼	-13.9%	88,574	4.4%	Computer and Technology
VEA Vanguard FTSE Developed Markets ETF	$14,348,950	$208,657 ▼	-1.4%	282,293	3.2%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$12,874,655	$5,600,412 ▲	77.0%	259,465	2.9%	ETF
VUG Vanguard Growth ETF	$8,849,630	$690,468 ▲	8.5%	23,865	2.0%	ETF
BNDX Vanguard Total International Bond ETF	$8,819,333	$8,819,333 ▲	New Holding	180,650	2.0%	ETF
SCHA Schwab US Small-Cap ETF	$6,866,037	$8,260,777 ▼	-54.6%	293,045	1.5%	ETF
IJR iShares Core S&P Small-Cap ETF	$6,749,685	$6,749,685 ▲	New Holding	64,547	1.5%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$6,046,234	$38,936 ▼	-0.6%	72,052	1.3%	ETF
VTV Vanguard Value ETF	$5,893,814	$548,443 ▲	10.3%	34,120	1.3%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$4,783,961	$9,586,928 ▼	-66.7%	86,839	1.1%	Manufacturing
VTWG Vanguard Russell 2000 Growth ETF	$4,535,101	$186,920 ▼	-4.0%	24,335	1.0%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$4,480,712	$65,787 ▼	-1.4%	113,810	1.0%	ETF
VBK Vanguard Small-Cap Growth ETF	$3,650,761	$301,377 ▼	-7.6%	14,500	0.8%	ETF
ISHARES BITCOIN TRUST ETF	$2,926,608	$2,926,608 ▲	New Holding	62,521	0.7%	SHS BEN INT
VICTORY PORTFOLIOS II	$2,711,546	$7,173,332 ▼	-72.6%	110,540	0.6%	VICTORYSHARES SM
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$2,497,539	$769,135 ▼	-23.5%	99,030	0.6%	ETF
MSFT Microsoft	$2,468,308	$310,462 ▼	-11.2%	6,575	0.6%	Computer and Technology
NVDA NVIDIA	$2,425,092	$174,490 ▼	-6.7%	22,376	0.5%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$2,366,537	$284,454 ▼	-10.7%	12,704	0.5%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$2,087,525	$1,383,736 ▼	-39.9%	78,537	0.5%	ETF
GRAYSCALE BITCOIN MINI TR ET	$2,066,502	$2,066,502 ▲	New Holding	56,632	0.5%	SHS NEW
MUB iShares National Muni Bond ETF	$1,899,450	$485,327 ▼	-20.4%	18,015	0.4%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$1,859,358	$5,260,623 ▼	-73.9%	50,512	0.4%	ETF
IVV iShares Core S&P 500 ETF	$1,794,539	$135,405 ▲	8.2%	3,194	0.4%	ETF
HYD VanEck High Yield Muni ETF	$1,788,136	$1,572,769 ▼	-46.8%	34,938	0.4%	ETF
PALANTIR TECHNOLOGIES INC	$1,734,842	$123,984 ▲	7.7%	20,555	0.4%	CL A
GOOGL Alphabet	$1,375,002	$40,359 ▲	3.0%	8,892	0.3%	Computer and Technology
AMZN Amazon.com	$1,290,790	$59,174 ▼	-4.4%	6,784	0.3%	Retail/Wholesale
BRK.B Berkshire Hathaway	$1,255,291	$137,406 ▲	12.3%	2,357	0.3%	Finance
JMUB JPMorgan Municipal ETF	$1,229,100	$5,235,950 ▼	-81.0%	24,582	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$1,183,957	$1,300 ▲	0.1%	12,754	0.3%	ETF
VGT Vanguard Information Technology ETF	$1,146,219	$1,627 ▲	0.1%	2,113	0.3%	ETF
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF	$1,045,879	$66,662 ▼	-6.0%	6,009	0.2%	ETF
META Meta Platforms	$956,758	$115,272 ▲	13.7%	1,660	0.2%	Computer and Technology
COST Costco Wholesale	$951,028	$84,137 ▲	9.7%	1,006	0.2%	Retail/Wholesale
MCO Moody's	$921,601	$13,039 ▲	1.4%	1,979	0.2%	Finance
DFIV Dimensional International Value ETF	$920,748	$19,523,967 ▼	-95.5%	23,393	0.2%	ETF
GOOG Alphabet	$917,229	$27,184 ▲	3.1%	5,871	0.2%	Computer and Technology
IWO iShares Russell 2000 Growth ETF	$896,759	$27,856 ▲	3.2%	3,509	0.2%	ETF
XLF Financial Select Sector SPDR Fund	$866,606		0.0%	17,398	0.2%	ETF
OSEA Harbor International Compounders ETF	$783,048	$15,888,498 ▼	-95.3%	29,510	0.2%	ETF
ABBV AbbVie	$770,416	$7,962 ▲	1.0%	3,677	0.2%	Medical
JPM JPMorgan Chase & Co.	$713,991	$79,959 ▲	12.6%	2,911	0.2%	Finance
JNJ Johnson & Johnson	$703,891	$31,347 ▼	-4.3%	4,244	0.2%	Medical
VTI Vanguard Total Stock Market ETF	$693,182	$2,199 ▼	-0.3%	2,522	0.2%	ETF
CVX Chevron	$691,697	$47,674 ▲	7.4%	4,135	0.2%	Energy
MCD McDonald's	$636,727	$82,793 ▲	14.9%	2,038	0.1%	Retail/Wholesale
V Visa	$605,581	$128,265 ▲	26.9%	1,728	0.1%	Business Services
CIL VictoryShares International Volatility Wtd ETF	$578,194	$15,775 ▼	-2.7%	12,755	0.1%	Manufacturing
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$563,834	$2,380 ▼	-0.4%	11,845	0.1%	Finance
AVGO Broadcom	$529,400	$63,287 ▲	13.6%	3,162	0.1%	Computer and Technology
TSM Taiwan Semiconductor Manufacturing	$515,928	$65,072 ▼	-11.2%	3,108	0.1%	Computer and Technology
TPL Texas Pacific Land	$489,887	$10,592 ▲	2.2%	370	0.1%	Energy
ABT Abbott Laboratories	$485,061	$27,058 ▲	5.9%	3,657	0.1%	Medical
BABA Alibaba Group	$479,466	$127,205 ▲	36.1%	3,626	0.1%	Retail/Wholesale
SPLG SPDR Portfolio S&P 500 ETF	$454,729		0.0%	6,915	0.1%	ETF
VOO Vanguard S&P 500 ETF	$453,160	$1,541 ▲	0.3%	882	0.1%	ETF
HD Home Depot	$442,365	$32,252 ▲	7.9%	1,207	0.1%	Retail/Wholesale
SUB iShares Short-Term National Muni Bond ETF	$431,194	$79,628 ▼	-15.6%	4,083	0.1%	ETF
ISRG Intuitive Surgical	$429,399	$8,915 ▲	2.1%	867	0.1%	Medical
XOM Exxon Mobil	$428,893	$201,006 ▲	88.2%	3,606	0.1%	Energy
BAC Bank of America	$407,250	$4,465 ▼	-1.1%	9,759	0.1%	Finance
DVN Devon Energy	$397,473	$85,942 ▲	27.6%	10,628	0.1%	Energy
SAP SAP	$384,406	$77,042 ▲	25.1%	1,432	0.1%	Computer and Technology
MA Mastercard	$371,827	$371,827 ▲	New Holding	678	0.1%	Business Services
NFLX Netflix	$356,226	$86,725 ▲	32.2%	382	0.1%	Consumer Discretionary
ASML ASML	$353,844	$109,334 ▲	44.7%	534	0.1%	Computer and Technology
HSBC HSBC	$351,701	$79,368 ▲	29.1%	6,124	0.1%	Finance
LECO Lincoln Electric	$349,946		0.0%	1,850	0.1%	Industrials
SHEL Shell	$345,222	$81,268 ▲	30.8%	4,711	0.1%	Energy
T AT&T	$337,210	$337,210 ▲	New Holding	11,924	0.1%	Computer and Technology
BMY Bristol-Myers Squibb	$331,481	$12,015 ▼	-3.5%	5,435	0.1%	Medical
AZN AstraZeneca	$330,897	$330,897 ▲	New Holding	4,502	0.1%	Medical
HURN Huron Consulting Group	$320,467		0.0%	2,234	0.1%	Business Services
SCHE Schwab Emerging Markets Equity ETF	$310,072	$717 ▲	0.2%	11,247	0.1%	ETF
LLY Eli Lilly and Company	$309,716	$309,716 ▲	New Holding	375	0.1%	Medical
KO Coca-Cola	$308,288	$4,083 ▲	1.3%	4,304	0.1%	Consumer Staples
ADP Automatic Data Processing	$306,815	$26,892 ▲	9.6%	1,004	0.1%	Business Services
IWF iShares Russell 1000 Growth ETF	$303,063	$1,084 ▼	-0.4%	839	0.1%	ETF
TSLA Tesla	$298,552	$26,175 ▲	9.6%	1,152	0.1%	Auto/Tires/Trucks
SPY SPDR S&P 500 ETF Trust	$293,339	$50,942 ▲	21.0%	524	0.1%	Finance
UNH UnitedHealth Group	$292,401	$292,401 ▲	New Holding	558	0.1%	Medical
COP ConocoPhillips	$279,024	$279,024 ▲	New Holding	2,657	0.1%	Energy
EFA iShares MSCI EAFE ETF	$278,306	$14,712 ▲	5.6%	3,405	0.1%	Finance
ORLY O'Reilly Automotive	$266,460	$17,191 ▲	6.9%	186	0.1%	Retail/Wholesale
NVS Novartis	$263,873	$263,873 ▲	New Holding	2,367	0.1%	Medical
MAR Marriott International	$257,304		0.0%	1,080	0.1%	Consumer Discretionary
NVO Novo Nordisk A/S	$257,136	$4,514 ▼	-1.7%	3,703	0.1%	Medical
C Citigroup	$238,687	$238,687 ▲	New Holding	3,362	0.1%	Finance
SONY Sony Group	$236,660	$236,660 ▲	New Holding	9,321	0.1%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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

About Riversedge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Riversedge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiversedge Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools