Riversedge Advisors

Latest statistics and disclosures from Riversedge Advisors's latest quarterly 13F-HR filing:

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Positions held by Riversedge Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 198 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 11.9 $71M +6% 232k 307.86
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Ishares Tr Core Msci Intl (IDEV) 8.6 $51M +6% 637k 80.17
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 7.5 $45M +2% 603k 74.37
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Spdr Series Trust Prtflo S&p500 Gw (SPYG) 6.1 $36M 347k 104.51
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.9 $29M 535k 54.18
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Spdr Series Trust Prtflo S&p500 Vl (SPYV) 4.5 $27M -4% 482k 55.33
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.4 $26M +5% 137k 189.70
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $26M 1.1M 23.28
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Apple (AAPL) 3.9 $24M +5% 92k 254.63
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Ishares Tr Core Msci Eafe (IEFA) 3.2 $19M -3% 217k 87.31
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $17M 284k 59.92
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $16M +5% 322k 50.07
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Vanguard Index Fds Growth Etf (VUG) 2.4 $14M +5% 30k 479.62
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Ishares Tr Core S&p Scp Etf (IJR) 2.3 $14M +11% 116k 118.83
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.0 $12M -21% 451k 26.34
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Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.9 $12M +154% 226k 50.63
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Vanguard Index Fds Value Etf (VTV) 1.7 $10M +9% 55k 186.49
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.7 $9.9M 104k 95.22
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $8.8M +3% 178k 49.46
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NVIDIA Corporation (NVDA) 1.0 $6.1M +29% 33k 186.58
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Microsoft Corporation (MSFT) 1.0 $6.0M +26% 12k 517.96
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.9 $5.5M 23k 233.78
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $5.1M 109k 46.81
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Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $4.4M -20% 157k 27.90
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Palantir Technologies Cl A (PLTR) 0.7 $4.2M +4% 23k 182.42
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.6 $3.5M -4% 12k 297.62
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $3.4M +15% 53k 65.00
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Ishares Tr Broad Usd High (USHY) 0.5 $3.0M +5% 79k 37.78
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Alphabet Cap Stk Cl A (GOOGL) 0.5 $2.9M +18% 12k 243.09
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Amazon (AMZN) 0.5 $2.7M +28% 12k 219.58
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.3M 3.5k 669.25
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $2.3M -3% 79k 29.11
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Alphabet Cap Stk Cl C (GOOG) 0.4 $2.1M +26% 8.7k 243.54
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $2.0M -4% 9.7k 208.71
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Meta Platforms Cl A (META) 0.3 $1.9M +31% 2.6k 734.38
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Broadcom (AVGO) 0.3 $1.8M +33% 5.4k 329.91
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Ishares Tr National Mun Etf (MUB) 0.3 $1.7M -3% 16k 106.49
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.6M 13k 120.72
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Tesla Motors (TSLA) 0.3 $1.6M +34% 3.5k 444.72
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Vanguard World Inf Tech Etf (VGT) 0.3 $1.5M 2.0k 746.48
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.4M +22% 2.8k 502.74
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Grayscale Ethereum Mini Tr E Shs New (ETH) 0.2 $1.4M NEW 36k 39.18
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Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $1.3M 26k 50.90
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JPMorgan Chase & Co. (JPM) 0.2 $1.3M +30% 4.1k 315.44
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.3M +6% 4.5k 279.29
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $1.2M +117% 1.9k 612.31
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $1.1M 3.6k 320.05
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M +34% 3.3k 328.17
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Abbvie (ABBV) 0.2 $1.0M +20% 4.5k 231.52
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Costco Wholesale Corporation (COST) 0.2 $983k +4% 1.1k 925.20
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Spdr Series Trust Nuveen Ice High (HYMB) 0.2 $973k -7% 39k 24.93
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Johnson & Johnson (JNJ) 0.2 $971k +22% 5.2k 185.44
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Moody's Corporation (MCO) 0.2 $968k 2.0k 476.48
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Select Sector Spdr Tr Financial (XLF) 0.2 $937k 17k 53.87
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $804k +35% 6.6k 121.76
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Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.1 $727k -17% 4.1k 178.18
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $721k NEW 9.8k 73.46
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $715k +10% 4.0k 178.73
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Visa Com Cl A (V) 0.1 $714k +20% 2.1k 341.40
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Chevron Corporation (CVX) 0.1 $710k +18% 4.6k 155.30
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McDonald's Corporation (MCD) 0.1 $705k +8% 2.3k 303.90
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Bank of America Corporation (BAC) 0.1 $642k +17% 12k 51.59
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Home Depot (HD) 0.1 $622k +7% 1.5k 405.20
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Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.1 $588k 11k 51.60
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Mastercard Incorporated Cl A (MA) 0.1 $588k +57% 1.0k 569.04
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Spdr Series Trust Portfolio S&p500 (SPLG) 0.1 $573k +5% 7.3k 78.34
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Netflix (NFLX) 0.1 $553k +5% 461.00 1198.92
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Capital One Financial (COF) 0.1 $552k +50% 2.6k 212.58
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Procter & Gamble Company (PG) 0.1 $548k NEW 3.6k 153.64
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Wal-Mart Stores (WMT) 0.1 $529k NEW 5.1k 103.07
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Adobe Systems Incorporated (ADBE) 0.1 $526k +158% 1.5k 352.75
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Citigroup Com New (C) 0.1 $521k +29% 5.1k 101.50
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $513k +13% 7.2k 70.98
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Abbott Laboratories (ABT) 0.1 $503k +2% 3.8k 133.94
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Merck & Co (MRK) 0.1 $490k NEW 5.8k 83.93
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Exxon Mobil Corporation (XOM) 0.1 $483k +70% 4.3k 112.76
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $480k +10% 4.5k 106.79
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Oracle Corporation (ORCL) 0.1 $480k +37% 1.7k 281.24
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Expedia Group Com New (EXPE) 0.1 $476k NEW 2.2k 213.75
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Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $472k 9.8k 48.22
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Lincoln Electric Holdings (LECO) 0.1 $467k +6% 2.0k 235.83
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Ge Aerospace Com New (GE) 0.1 $414k NEW 1.4k 300.84
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Devon Energy Corporation (DVN) 0.1 $411k +47% 12k 35.06
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At&t (T) 0.1 $411k +14% 15k 28.24
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $410k 423.00 968.09
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Novartis Sponsored Adr (NVS) 0.1 $407k +14% 3.2k 128.24
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O'reilly Automotive (ORLY) 0.1 $396k +31% 3.7k 107.81
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Intuitive Surgical Com New (ISRG) 0.1 $395k -5% 884.00 447.23
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UnitedHealth (UNH) 0.1 $392k NEW 1.1k 345.44
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Synchrony Financial (SYF) 0.1 $392k +32% 5.5k 71.05
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Travelers Companies (TRV) 0.1 $391k +58% 1.4k 279.17
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Roblox Corp Cl A (RBLX) 0.1 $383k NEW 2.8k 138.52
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Sap Se Spon Adr (SAP) 0.1 $382k 1.4k 267.21
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Intel Corporation (INTC) 0.1 $379k NEW 11k 33.55
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $377k -4% 804.00 468.58
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Goldman Sachs (GS) 0.1 $376k +29% 472.00 795.69
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Astrazeneca Sponsored Adr (AZN) 0.1 $374k +20% 4.9k 76.72
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Bristol Myers Squibb (BMY) 0.1 $369k +61% 8.2k 45.10
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Linde SHS (LIN) 0.1 $367k +58% 772.00 475.00
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Rbc Cad (RY) 0.1 $366k +15% 2.5k 147.32
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Philip Morris International (PM) 0.1 $360k +67% 2.2k 162.18
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Eli Lilly & Co. (LLY) 0.1 $360k +61% 472.00 763.00
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Texas Pacific Land Corp (TPL) 0.1 $360k +8% 386.00 932.98
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Pepsi (PEP) 0.1 $351k NEW 2.5k 140.45
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General Dynamics Corporation (GD) 0.1 $350k NEW 1.0k 341.15
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Eaton Corp SHS (ETN) 0.1 $342k +15% 915.00 374.25
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Sony Group Corp Sponsored Adr (SONY) 0.1 $342k +9% 12k 28.79
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Amphenol Corp Cl A (APH) 0.1 $339k NEW 2.7k 123.75
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Ishares Core Msci Emkt (IEMG) 0.1 $337k 5.1k 65.92
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Vanguard Index Fds Mid Cap Etf (VO) 0.1 $336k +29% 1.1k 293.74
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Micron Technology (MU) 0.1 $335k NEW 2.0k 167.32
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PNC Financial Services (PNC) 0.1 $334k NEW 1.7k 200.93
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.1 $329k +34% 5.3k 62.22
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Huron Consulting (HURN) 0.1 $328k 2.2k 146.77
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Mueller Industries (MLI) 0.1 $328k NEW 3.2k 101.11
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Shell Spon Ads (SHEL) 0.1 $326k +14% 4.6k 71.53
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Blackstone Group Inc Com Cl A (BX) 0.1 $324k +8% 1.9k 170.82
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $323k +52% 1.5k 215.85
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $314k -3% 9.4k 33.37
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Constellation Energy (CEG) 0.1 $312k 949.00 328.91
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Automatic Data Processing (ADP) 0.1 $308k 1.1k 293.56
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Hartford Financial Services (HIG) 0.1 $308k +12% 2.3k 133.39
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Ge Vernova (GEV) 0.1 $303k NEW 493.00 614.90
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $301k 3.2k 93.38
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $300k +16% 19k 15.94
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Snowflake Com Shs (SNOW) 0.1 $299k NEW 1.3k 225.55
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Banco Santander Adr (SAN) 0.0 $298k +11% 28k 10.48
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Chubb (CB) 0.0 $295k NEW 1.0k 282.25
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Hca Holdings (HCA) 0.0 $292k NEW 685.00 426.20
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Marriott Intl Cl A (MAR) 0.0 $291k 1.1k 260.49
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Ametek (AME) 0.0 $291k NEW 1.5k 187.94
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Lam Research Corp Com New (LRCX) 0.0 $290k NEW 2.2k 133.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $289k 434.00 665.89
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Uber Technologies (UBER) 0.0 $283k NEW 2.9k 97.97
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Otis Worldwide Corp (OTIS) 0.0 $280k NEW 3.1k 91.42
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Coca-Cola Company (KO) 0.0 $279k 4.2k 66.31
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Toyota Motor Corp Ads (TM) 0.0 $277k +20% 1.5k 191.09
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Unilever Spon Adr New (UL) 0.0 $276k +5% 4.7k 59.28
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $273k NEW 557.00 490.38
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Intuit (INTU) 0.0 $269k +8% 394.00 683.36
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Toronto Dominion Bk Ont Com New (TD) 0.0 $268k +11% 3.4k 79.95
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Lyft Cl A Com (LYFT) 0.0 $267k NEW 12k 22.01
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Ubiquiti (UI) 0.0 $267k NEW 404.00 660.58
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Hldgs (UAL) 0.0 $267k NEW 2.8k 96.50
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Charles Schwab Corporation (SCHW) 0.0 $263k NEW 2.8k 95.47
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Bank of New York Mellon Corporation (BK) 0.0 $263k NEW 2.4k 108.96
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AutoZone (AZO) 0.0 $262k NEW 61.00 4290.25
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Palo Alto Networks (PANW) 0.0 $261k NEW 1.3k 203.62
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FedEx Corporation (FDX) 0.0 $257k NEW 1.1k 235.86
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PG&E Corporation (PCG) 0.0 $255k NEW 17k 15.08
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Servicenow (NOW) 0.0 $254k +28% 276.00 920.28
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Arista Networks Com Shs (ANET) 0.0 $253k NEW 1.7k 145.71
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Fox Corp Cl A Com (FOXA) 0.0 $249k NEW 4.0k 63.06
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Pulte (PHM) 0.0 $249k NEW 1.9k 132.13
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Verisign (VRSN) 0.0 $248k NEW 887.00 279.57
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $248k NEW 2.5k 99.03
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Ishares Msci Gbl Gold Mn (RING) 0.0 $247k NEW 3.8k 64.71
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salesforce (CRM) 0.0 $242k NEW 1.0k 237.00
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Airbnb Com Cl A (ABNB) 0.0 $242k NEW 2.0k 121.42
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Newmont Mining Corporation (NEM) 0.0 $241k NEW 2.9k 84.31
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Tapestry (TPR) 0.0 $238k NEW 2.1k 113.22
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Booking Holdings (BKNG) 0.0 $238k NEW 44.00 5399.27
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Everest Re Group (EG) 0.0 $237k NEW 677.00 350.23
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Northern Trust Corporation (NTRS) 0.0 $234k NEW 1.7k 134.60
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Genuine Parts Company (GPC) 0.0 $234k 1.7k 138.60
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eBay (EBAY) 0.0 $233k NEW 2.6k 90.95
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Blackrock (BLK) 0.0 $228k NEW 196.00 1164.39
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Valero Energy Corporation (VLO) 0.0 $227k NEW 1.3k 170.23
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D.R. Horton (DHI) 0.0 $227k NEW 1.3k 169.47
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Zscaler Incorporated (ZS) 0.0 $225k NEW 750.00 299.66
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Verizon Communications (VZ) 0.0 $224k NEW 5.1k 43.95
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Icici Bank Adr (IBN) 0.0 $221k 7.3k 30.23
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Pinnacle Financial Partners (PNFP) 0.0 $221k NEW 2.4k 93.79
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Technipfmc (FTI) 0.0 $221k NEW 5.6k 39.45
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TJX Companies (TJX) 0.0 $220k NEW 1.5k 144.53
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Medpace Hldgs (MEDP) 0.0 $219k NEW 426.00 514.16
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Veeva Sys Cl A Com (VEEV) 0.0 $218k NEW 730.00 297.91
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Comfort Systems USA (FIX) 0.0 $216k NEW 262.00 825.18
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Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $216k 734.00 293.79
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Ubs Group SHS (UBS) 0.0 $215k NEW 5.3k 41.00
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Qualcomm (QCOM) 0.0 $215k NEW 1.3k 166.34
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Alnylam Pharmaceuticals (ALNY) 0.0 $215k NEW 471.00 456.00
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Marsh & McLennan Companies (MMC) 0.0 $215k NEW 1.1k 201.53
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Wells Fargo & Company (WFC) 0.0 $213k NEW 2.5k 83.82
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Hdfc Bank Sponsored Ads (HDB) 0.0 $212k NEW 6.2k 34.16
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $211k NEW 11k 19.25
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Phillips 66 (PSX) 0.0 $211k NEW 1.6k 136.04
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Molina Healthcare (MOH) 0.0 $211k NEW 1.1k 191.36
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $208k NEW 1.4k 145.63
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General Motors Company (GM) 0.0 $204k NEW 3.3k 60.97
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Extra Space Storage (EXR) 0.0 $204k NEW 1.4k 140.94
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Best Buy (BBY) 0.0 $202k NEW 2.7k 75.62
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Kinder Morgan (KMI) 0.0 $201k NEW 7.1k 28.31
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Adt (ADT) 0.0 $178k NEW 20k 8.71
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $133k +17% 20k 6.70
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $126k +8% 28k 4.54
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $99k +5% 29k 3.38
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Ambev Sa Sponsored Adr (ABEV) 0.0 $40k -15% 18k 2.23
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Past Filings by Riversedge Advisors

SEC 13F filings are viewable for Riversedge Advisors going back to 2019

View all past filings