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

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About Riversedge Advisors, LLC

Investment Activity

Riversedge Advisors, LLC has $405.70 million in total holdings as of March 31, 2024.
Riversedge Advisors, LLC owns shares of 88 different stocks, but just 16 companies or ETFs make up 80% of its holdings.
Approximately 6.57% of the portfolio was purchased this quarter.
About 1.65% of the portfolio was sold this quarter.
This quarter, Riversedge Advisors, LLC has purchased 79 new stocks and bought additional shares in 49 stocks.
Riversedge Advisors, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.

Largest Holdings

iShares Core MSCI EAFE ETF: $54,856,795
Schwab US Large-Cap ETF: $43,075,707
VictoryShares Core Intermediate Bond ETF: $29,003,687
SPDR Portfolio S&P 500 Growth ETF: $27,450,343
SPDR Portfolio S&P 500 Value ETF: $26,936,207

Largest New Holdings this Quarter

ASML: $309,580 Holding
iShares Russell 1000 Growth ETF: $289,964 Holding
Eaton: $264,527 Holding
QUALCOMM: $225,524 Holding
Automatic Data Processing: $218,824 Holding

Largest Purchases this Quarter

Apple: 50,488 shares (about $8.66M)
VictoryShares Core Intermediate Bond ETF: 146,488 shares (about $6.79M)
JPMorgan Municipal ETF: 43,510 shares (about $2.21M)
iShares Core MSCI EAFE ETF: 29,363 shares (about $2.18M)
iShares MSCI Emerging Markets ex China ETF: 31,389 shares (about $1.81M)

Largest Sales this Quarter

iShares 1-5 Year Investment Grade Corporate Bond ETF: 47,939 shares (about $2.46M)
Schwab US Large-Cap ETF: 11,313 shares (about $702.08K)
Vanguard Tax-Exempt Bond ETF: 11,533 shares (about $583.57K)
Schwab US Small-Cap ETF: 10,093 shares (about $496.98K)
Vanguard FTSE Developed Markets ETF: 8,945 shares (about $448.77K)

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
IEFA iShares Core MSCI EAFE ETF	$54,856,795	$2,179,321 ▲	4.1%	739,111	13.5%	ETF
SCHX Schwab US Large-Cap ETF	$43,075,707	$702,085 ▼	-1.6%	694,098	10.6%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$29,003,687	$6,794,114 ▲	30.6%	625,349	7.1%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$27,450,343	$17,556 ▲	0.1%	375,261	6.8%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$26,936,207	$50,701 ▲	0.2%	537,649	6.6%	ETF
SCHF Schwab International Equity ETF	$22,268,412	$57,906 ▼	-0.3%	570,692	5.5%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$17,766,206	$252,192 ▼	-1.4%	104,896	4.4%	ETF
SCHA Schwab US Small-Cap ETF	$16,095,890	$496,980 ▼	-3.0%	326,886	4.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$15,922,649	$448,771 ▼	-2.7%	317,374	3.9%	ETF
AAPL Apple	$15,664,985	$8,657,651 ▲	123.6%	91,352	3.9%	Computer and Technology
EMXC iShares MSCI Emerging Markets ex China ETF	$14,365,154	$1,807,065 ▲	14.4%	249,525	3.5%	Manufacturing
VWO Vanguard FTSE Emerging Markets ETF	$10,669,616	$291,638 ▲	2.8%	255,437	2.6%	ETF
CALF Pacer US Small Cap Cash Cows 100 ETF	$10,596,113	$206,128 ▼	-1.9%	215,543	2.6%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$8,398,225	$583,569 ▼	-6.5%	165,973	2.1%	ETF
VUG Vanguard Growth ETF	$7,617,379	$55,415 ▼	-0.7%	22,131	1.9%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$6,822,078	$187,186 ▼	-2.7%	77,155	1.7%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$5,764,646	$473,365 ▲	8.9%	157,547	1.4%	ETF
VTV Vanguard Value ETF	$5,376,309	$28,500 ▲	0.5%	33,012	1.3%	ETF
VTWG Vanguard Russell 2000 Growth ETF	$5,308,552	$31,142 ▲	0.6%	26,933	1.3%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$4,367,871	$94,021 ▼	-2.1%	120,693	1.1%	ETF
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$4,192,765	$2,458,318 ▼	-37.0%	81,762	1.0%	Manufacturing
VBK Vanguard Small-Cap Growth ETF	$3,712,169	$392,388 ▲	11.8%	14,238	0.9%	ETF
JMUB JPMorgan Municipal ETF	$3,549,720	$2,207,698 ▲	164.5%	69,959	0.9%	ETF
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$3,483,458	$54,925 ▼	-1.6%	135,596	0.9%	ETF
HYD VanEck High Yield Muni ETF	$3,182,269	$140,527 ▲	4.6%	60,893	0.8%	ETF
MSFT Microsoft	$2,797,442	$221,305 ▲	8.6%	6,649	0.7%	Computer and Technology
MUB iShares National Muni Bond ETF	$2,461,857	$129,549 ▼	-5.0%	22,880	0.6%	ETF
VBR Vanguard Small-Cap Value ETF	$2,303,967	$198,218 ▲	9.4%	12,007	0.6%	ETF
NVDA NVIDIA	$2,129,127	$97,600 ▲	4.8%	2,356	0.5%	Computer and Technology
SCHV Schwab U.S. Large-Cap Value ETF	$1,814,414	$9,422 ▲	0.5%	23,880	0.4%	ETF
IVV iShares Core S&P 500 ETF	$1,573,602	$11,041 ▼	-0.7%	2,993	0.4%	ETF
IVW iShares S&P 500 Growth ETF	$1,273,981	$3,462 ▲	0.3%	15,087	0.3%	ETF
GOOGL Alphabet	$1,198,837	$35,619 ▲	3.1%	7,943	0.3%	Computer and Technology
VGT Vanguard Information Technology ETF	$1,134,733	$28,840 ▼	-2.5%	2,164	0.3%	ETF
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF	$1,105,944	$76,782 ▼	-6.5%	7,101	0.3%	ETF
AMZN Amazon.com	$1,065,685	$116,345 ▲	12.3%	5,908	0.3%	Retail/Wholesale
IWO iShares Russell 2000 Growth ETF	$930,856	$1,083 ▲	0.1%	3,437	0.2%	ETF
BRK.B Berkshire Hathaway	$790,578	$125,315 ▲	18.8%	1,880	0.2%	Finance
MCO Moody's	$760,120	$8,647 ▲	1.2%	1,934	0.2%	Finance
GOOG Alphabet	$738,156	$31,518 ▲	4.5%	4,848	0.2%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$732,814		0.0%	17,398	0.2%	ETF
JNJ Johnson & Johnson	$707,245	$83,522 ▲	13.4%	4,471	0.2%	Medical
CIL VictoryShares International Volatility Wtd ETF	$658,810	$3,107 ▼	-0.5%	15,266	0.2%	Manufacturing
ABBV AbbVie	$633,486	$19,301 ▲	3.1%	3,479	0.2%	Medical
COST Costco Wholesale	$618,803	$32,222 ▲	5.5%	845	0.2%	Retail/Wholesale
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$618,114	$5,266 ▼	-0.8%	13,029	0.2%	Finance
META Meta Platforms	$603,576	$70,409 ▲	13.2%	1,243	0.1%	Computer and Technology
CVX Chevron	$580,189	$20,349 ▲	3.6%	3,678	0.1%	Oils/Energy
MCD McDonald's	$563,874	$17,762 ▲	3.3%	2,000	0.1%	Retail/Wholesale
CRM Salesforce	$558,388	$24,697 ▼	-4.2%	1,854	0.1%	Computer and Technology
VTI Vanguard Total Stock Market ETF	$500,327	$9,097 ▲	1.9%	1,925	0.1%	ETF
LECO Lincoln Electric	$472,564		0.0%	1,850	0.1%	Industrial Products
VOO Vanguard S&P 500 ETF	$432,916	$1,441 ▲	0.3%	901	0.1%	ETF
JPM JPMorgan Chase & Co.	$411,047	$14,022 ▲	3.5%	2,052	0.1%	Finance
NVO Novo Nordisk A/S	$407,413	$41,602 ▲	11.4%	3,173	0.1%	Medical
SUB iShares Short-Term National Muni Bond ETF	$401,627	$79,906 ▼	-16.6%	3,835	0.1%	ETF
ABT Abbott Laboratories	$391,859	$126,604 ▼	-24.4%	3,448	0.1%	Medical
BAC Bank of America	$369,390	$68,334 ▼	-15.6%	9,741	0.1%	Finance
HD Home Depot	$368,739	$36,836 ▲	11.1%	961	0.1%	Retail/Wholesale
MRK Merck & Co., Inc.	$345,321	$17,550 ▲	5.4%	2,617	0.1%	Medical
DVN Devon Energy	$342,675	$10,136 ▲	3.0%	6,829	0.1%	Oils/Energy
TSM Taiwan Semiconductor Manufacturing	$335,635	$70,202 ▲	26.4%	2,467	0.1%	Computer and Technology
V Visa	$330,605	$176,323 ▼	-34.8%	1,185	0.1%	Business Services
ISRG Intuitive Surgical	$313,685	$16,363 ▲	5.5%	786	0.1%	Medical
ASML ASML	$309,580	$309,580 ▲	New Holding	319	0.1%	Computer and Technology
VV Vanguard Large-Cap ETF	$308,051	$3,836 ▲	1.3%	1,285	0.1%	ETF
BMY Bristol-Myers Squibb	$292,206	$11,280 ▲	4.0%	5,388	0.1%	Medical
SCHE Schwab Emerging Markets Equity ETF	$290,042	$4,924 ▲	1.7%	11,487	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$289,964	$289,964 ▲	New Holding	860	0.1%	ETF
ADBE Adobe	$288,127	$11,606 ▲	4.2%	571	0.1%	Computer and Technology
AVGO Broadcom	$282,724	$41,148 ▲	17.0%	213	0.1%	Computer and Technology
KO Coca-Cola	$274,420	$19,335 ▲	7.6%	4,485	0.1%	Consumer Staples
MAR Marriott International	$266,761	$7,319 ▲	2.8%	1,057	0.1%	Consumer Discretionary
ETN Eaton	$264,527	$264,527 ▲	New Holding	846	0.1%	Industrial Products
GPC Genuine Parts	$261,522		0.0%	1,688	0.1%	Auto/Tires/Trucks
EFA iShares MSCI EAFE ETF	$257,564		0.0%	3,225	0.1%	Finance
HYLB X-trackers USD High Yield Corporate Bond ETF	$242,587	$1,000 ▼	-0.4%	6,793	0.1%	ETF
QCOM QUALCOMM	$225,524	$225,524 ▲	New Holding	1,332	0.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$224,527	$523 ▲	0.2%	429	0.1%	Finance
ADP Automatic Data Processing	$218,824	$218,824 ▲	New Holding	876	0.1%	Business Services
BLDR Builders FirstSource	$217,726	$217,726 ▲	New Holding	1,044	0.1%	Retail/Wholesale
HURN Huron Consulting Group	$215,849		0.0%	2,234	0.1%	Business Services
GRAYSCALE BITCOIN TR BTC	$208,461	$208,461 ▲	New Holding	3,300	0.1%	SHS REP COM UT
TPL Texas Pacific Land	$205,793	$205,793 ▲	New Holding	356	0.1%	Oils/Energy
IEMG iShares Core MSCI Emerging Markets ETF	$203,205	$203,205 ▲	New Holding	3,938	0.1%	ETF
SAN Banco Santander	$58,545	$9,540 ▲	19.5%	12,096	0.0%	Finance
LYG Lloyds Banking Group	$37,956	$9,168 ▲	31.8%	14,655	0.0%	Finance
BBD Banco Bradesco	$30,313	$30,313 ▲	New Holding	10,599	0.0%	Finance
BND Vanguard Total Bond Market ETF	$0	$373,891 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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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

About MarketBeat

MarketBeat Products

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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