Riversedge Advisors
Latest statistics and disclosures from Riversedge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VV, IDEV, BND, SPYG, VWO, and represent 38.94% of Riversedge Advisors's stock portfolio.
- Added to shares of these 10 stocks: BTC (+$7.0M), VV, IDEV, ETH, IJR, NVDA, RSP, MSFT, AAPL, BND.
- Started 74 new stock positions in APH, INTC, HDB, RING, ZS, EXPE, EG, VEEV, PSX, BKNG.
- Reduced shares in these 10 stocks: SCHX, SPYV, SCHA, IEFA, SPYG, SCHG, AXON, SCHF, VBK, LGLV.
- Sold out of its positions in AXON, SCHG.
- Riversedge Advisors was a net buyer of stock by $48M.
- Riversedge Advisors has $597M in assets under management (AUM), dropping by 16.70%.
- Central Index Key (CIK): 0001787663
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Positions held by Riversedge Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvPortfolio 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
- Riversedge Advisors 2025 Q3 filed Oct. 9, 2025
- Riversedge Advisors 2025 Q2 filed July 9, 2025
- Riversedge Advisors 2025 Q1 filed May 1, 2025
- Riversedge Advisors 2024 Q4 filed Jan. 15, 2025
- Riversedge Advisors 2024 Q3 filed Oct. 16, 2024
- Riversedge Advisors 2024 Q2 filed July 26, 2024
- Riversedge Advisors 2024 Q1 filed April 30, 2024
- 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