Riversedge Advisors
Latest statistics and disclosures from Riversedge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, SCHX, SPYV, SPYG, UITB, and represent 44.27% of Riversedge Advisors's stock portfolio.
- Added to shares of these 10 stocks: UITB (+$23M), EMXC (+$12M), SCHA, VEA, JMUB, SCHX, MSFT, IEFA, VIOV, HD.
- Started 13 new stock positions in AVGO, TSM, KO, HURN, SAN, EMXC, SPY, JMUB, HD, NVO. MRK, UITB, LYG.
- Reduced shares in these 10 stocks: BND (-$16M), VWO (-$12M), IGSB (-$9.1M), USHY (-$6.3M), VTEB, HYMB, HYD, , MUB, RSP.
- Sold out of its positions in XOM, IEMG, QCOM, TPL.
- Riversedge Advisors was a net seller of stock by $-5.9M.
- Riversedge Advisors has $365M in assets under management (AUM), dropping by 7.67%.
- Central Index Key (CIK): 0001787663
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Portfolio Holdings for Riversedge Advisors
Riversedge Advisors holds 79 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 13.7 | $50M | 710k | 70.35 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 10.9 | $40M | +3% | 705k | 56.40 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 6.9 | $25M | 537k | 46.63 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 6.7 | $24M | 375k | 65.06 |
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| Victory Portfolios Ii Core Intermediat (UITB) | 6.2 | $23M | NEW | 479k | 46.91 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.8 | $21M | 572k | 36.96 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.6 | $17M | -3% | 106k | 157.80 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 4.4 | $16M | +21% | 337k | 47.24 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.3 | $16M | +14% | 326k | 47.90 |
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| Ishares Msci Emrg Chn (EMXC) | 3.3 | $12M | NEW | 218k | 55.41 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 2.9 | $11M | -2% | 220k | 48.03 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.8 | $10M | -53% | 249k | 41.10 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.5 | $9.1M | -15% | 178k | 51.05 |
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| Apple (AAPL) | 2.2 | $7.9M | 41k | 192.53 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.9 | $7.0M | +5% | 79k | 88.50 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $6.9M | 22k | 310.87 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.8 | $6.7M | -57% | 130k | 51.27 |
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| Ishares Tr Broad Usd High (USHY) | 1.4 | $5.3M | -54% | 145k | 36.35 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 1.3 | $4.9M | +4% | 27k | 183.55 |
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| Vanguard Index Fds Value Etf (VTV) | 1.3 | $4.9M | +3% | 33k | 149.50 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.2 | $4.4M | 123k | 35.41 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 1.0 | $3.5M | -32% | 138k | 25.30 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.8 | $3.1M | +7% | 13k | 241.76 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.8 | $3.0M | -27% | 58k | 51.63 |
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| Ishares Tr National Mun Etf (MUB) | 0.7 | $2.6M | -26% | 24k | 108.41 |
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| Microsoft Corporation (MSFT) | 0.6 | $2.3M | +33% | 6.1k | 376.05 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.5 | $2.0M | -12% | 11k | 179.98 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $1.7M | -7% | 24k | 70.10 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.4M | 3.0k | 477.56 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.4 | $1.3M | NEW | 26k | 50.96 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.1M | -4% | 15k | 75.10 |
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| NVIDIA Corporation (NVDA) | 0.3 | $1.1M | +16% | 2.2k | 495.30 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.3 | $1.1M | 7.6k | 145.01 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.1M | -10% | 7.7k | 139.69 |
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| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $1.1M | -8% | 2.2k | 484.00 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $866k | 3.4k | 252.23 |
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| Amazon (AMZN) | 0.2 | $800k | -16% | 5.3k | 151.94 |
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| Moody's Corporation (MCO) | 0.2 | $747k | -3% | 1.9k | 390.56 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $654k | 17k | 37.60 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $654k | -14% | 4.6k | 140.93 |
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| Victory Portfolios Ii Vcshs Intl Volty (CIL) | 0.2 | $640k | -7% | 15k | 41.69 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $628k | -30% | 13k | 47.79 |
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| Johnson & Johnson (JNJ) | 0.2 | $618k | +11% | 3.9k | 156.73 |
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| McDonald's Corporation (MCD) | 0.2 | $574k | +18% | 1.9k | 296.52 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $564k | -7% | 1.6k | 356.66 |
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| Chevron Corporation (CVX) | 0.1 | $529k | -15% | 3.5k | 149.14 |
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| Costco Wholesale Corporation (COST) | 0.1 | $529k | 801.00 | 660.18 |
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| Abbvie (ABBV) | 0.1 | $523k | -8% | 3.4k | 154.95 |
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| salesforce (CRM) | 0.1 | $509k | -17% | 1.9k | 263.14 |
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| Abbott Laboratories (ABT) | 0.1 | $502k | +18% | 4.6k | 110.06 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $485k | -2% | 4.6k | 105.43 |
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| Visa Com Cl A (V) | 0.1 | $473k | -14% | 1.8k | 260.29 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $448k | +13% | 1.9k | 237.19 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $402k | 1.9k | 217.46 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $392k | 898.00 | 437.02 |
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| Bank of America Corporation (BAC) | 0.1 | $389k | +14% | 12k | 33.67 |
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| Meta Platforms Cl A (META) | 0.1 | $389k | -17% | 1.1k | 353.96 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $374k | -97% | 5.1k | 73.56 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $337k | +16% | 2.0k | 170.14 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $327k | 548.00 | 596.60 |
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| Devon Energy Corporation (DVN) | 0.1 | $300k | 6.6k | 45.30 |
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| Home Depot (HD) | 0.1 | $300k | NEW | 865.00 | 346.65 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $295k | NEW | 2.8k | 103.45 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $280k | -36% | 11k | 24.79 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $277k | 1.3k | 218.12 |
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| Merck & Co (MRK) | 0.1 | $271k | NEW | 2.5k | 109.02 |
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| Bristol Myers Squibb (BMY) | 0.1 | $266k | -8% | 5.2k | 51.31 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $251k | -16% | 745.00 | 337.36 |
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| Coca-Cola Company (KO) | 0.1 | $246k | NEW | 4.2k | 58.94 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $243k | -21% | 3.2k | 75.35 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $243k | -29% | 6.8k | 35.55 |
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| Genuine Parts Company (GPC) | 0.1 | $234k | 1.7k | 138.50 |
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| Marriott Intl Cl A (MAR) | 0.1 | $232k | 1.0k | 225.57 |
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| Huron Consulting (HURN) | 0.1 | $230k | NEW | 2.2k | 102.80 |
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| Broadcom (AVGO) | 0.1 | $204k | NEW | 182.00 | 1117.91 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $203k | NEW | 428.00 | 474.93 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $203k | NEW | 2.0k | 104.00 |
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| Banco Santander Adr (SAN) | 0.0 | $42k | NEW | 10k | 4.14 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $27k | NEW | 11k | 2.39 |
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Past Filings by Riversedge Advisors
SEC 13F filings are viewable for Riversedge Advisors going back to 2019
- Riversedge Advisors 2023 Q4 filed Jan. 17, 2024
- Riversedge Advisors 2023 Q3 filed Oct. 19, 2023
- Riversedge Advisors 2023 Q2 filed July 13, 2023
- Riversedge Advisors 2023 Q1 filed April 18, 2023
- Riversedge Advisors 2022 Q4 filed Jan. 20, 2023
- Riversedge Advisors 2022 Q3 filed Oct. 17, 2022
- Riversedge Advisors 2022 Q2 filed July 28, 2022
- Riversedge Advisors 2022 Q1 filed April 18, 2022
- Riversedge Advisors 2021 Q4 filed Feb. 2, 2022
- Riversedge Advisors 2021 Q3 filed Oct. 20, 2021
- Riversedge Advisors 2021 Q2 filed July 16, 2021
- Riversedge Advisors 2021 Q1 filed April 28, 2021
- Riversedge Advisors 2020 Q4 filed Feb. 12, 2021
- Riversedge Advisors 2020 Q3 filed Nov. 12, 2020
- Riversedge Advisors 2020 Q2 filed Aug. 3, 2020
- Riversedge Advisors 2020 Q1 filed April 29, 2020