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Riversedge Advisors

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

Top 5 stock holdings are SCHX, UITB, SPYG, SPYV, AAPL, and represent 35.94% of Riversedge Advisors's stock portfolio.
Added to shares of these 10 stocks: SCHX (+$28M), SCHF (+$11M), SCHA (+$8.3M), SCHV, AAPL, SCHG, UITB, IDEV, BND, USHY.
Started 8 new stock positions in ORLY, SPLG, BND, MUFG, RY, HSBC, IDEV, SCHG.
Reduced shares in these 10 stocks: SPYG, HYLB, , GPC, , LLY, , , IEFA, VTEB.
Sold out of its positions in ADBE, ABEV, BBD, BLDR, HYLB, GPC, LLY, MRK, UNH.
Riversedge Advisors was a net buyer of stock by $61M.
Riversedge Advisors has $445M in assets under management (AUM), dropping by 0.89%.
Central Index Key (CIK): 0001787663

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Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 99 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	9.5	$42M	+198%	1.8M	23.18	View chart
Victory Portfolios Ii Core Intermediat (UITB)	7.2	$32M	+4%	696k	45.96	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	7.2	$32M		363k	87.90	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.3	$28M		544k	51.14	View chart
Apple (AAPL)	5.8	$26M	+11%	103k	250.42	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.0	$22M		318k	70.28	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.0	$22M		127k	175.23	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.7	$21M	+102%	1.1M	18.50	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.1	$18M		519k	35.48	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.8	$17M	+98%	646k	25.86	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	3.7	$16M		628k	25.85	View chart
Ishares Msci Emrg Chn (EMXC)	3.3	$15M		261k	55.45	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.1	$14M		286k	47.82	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	2.8	$13M		288k	44.04	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	2.4	$11M		403k	26.66	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$9.0M		22k	410.43	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.7	$7.3M		147k	50.13	View chart
Ishares Tr Broad Usd High (USHY)	1.6	$7.1M	+9%	193k	36.79	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	1.5	$6.8M		73k	93.33	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.5	$6.5M		129k	50.15	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	1.2	$5.3M		25k	210.14	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$5.2M		31k	169.30	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.0	$4.4M		116k	38.37	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.0	$4.4M	+7%	16k	280.05	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.8	$3.4M	+4%	66k	51.91	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.8	$3.4M	+441%	131k	26.07	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.7	$3.3M		130k	25.58	View chart
NVIDIA Corporation (NVDA)	0.7	$3.2M		24k	134.29	View chart
Microsoft Corporation (MSFT)	0.7	$3.1M	+8%	7.4k	421.51	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$2.8M	+11%	14k	198.18	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.4M	+3%	23k	106.55	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.7M		3.0k	588.71	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.4	$1.7M	NEW	60k	27.87	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.4	$1.6M	+2%	8.6k	189.29	View chart
Amazon (AMZN)	0.3	$1.6M	+17%	7.1k	219.40	View chart
Palantir Technologies Cl A (PLTR)	0.3	$1.4M		19k	75.63	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.3M		2.1k	621.81	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.3M		13k	101.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$1.1M	+6%	5.7k	190.43	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.2	$1.1M	-2%	6.4k	165.22	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$1.0M	NEW	16k	64.47	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$979k		3.4k	287.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$951k	+2%	2.1k	453.28	View chart
Moody's Corporation (MCO)	0.2	$924k		2.0k	473.37	View chart
Meta Platforms Cl A (META)	0.2	$855k	+7%	1.5k	585.51	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$841k		17k	48.33	View chart
Costco Wholesale Corporation (COST)	0.2	$840k	+5%	917.00	916.41	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.2	$828k	NEW	12k	71.91	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$733k		2.5k	289.77	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$691k	+22%	3.5k	197.49	View chart
salesforce (CRM)	0.2	$677k	+5%	2.0k	334.33	View chart
Abbvie (ABBV)	0.1	$647k	+2%	3.6k	177.69	View chart
Broadcom (AVGO)	0.1	$645k	+9%	2.8k	231.82	View chart
Johnson & Johnson (JNJ)	0.1	$641k		4.4k	144.63	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$627k	+200%	12k	52.22	View chart
JPMorgan Chase & Co. (JPM)	0.1	$620k	+7%	2.6k	239.75	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$564k	-3%	12k	47.39	View chart
Chevron Corporation (CVX)	0.1	$558k	+3%	3.9k	144.83	View chart
Victory Portfolios Ii Vcshs Intl Volty (CIL)	0.1	$548k		13k	41.81	View chart
McDonald's Corporation (MCD)	0.1	$514k	+5%	1.8k	289.81	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$510k	+21%	4.8k	105.49	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.1	$477k	NEW	6.9k	68.94	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$474k		879.00	539.10	View chart
Intuitive Surgical Com New (ISRG)	0.1	$443k	+5%	849.00	521.96	View chart
Home Depot (HD)	0.1	$435k	+11%	1.1k	389.00	View chart
Bank of America Corporation (BAC)	0.1	$434k	+4%	9.9k	43.95	View chart
Visa Com Cl A (V)	0.1	$430k	+14%	1.4k	316.02	View chart
Tesla Motors (TSLA)	0.1	$424k	+32%	1.1k	403.84	View chart
Texas Pacific Land Corp (TPL)	0.1	$400k		362.00	1105.13	View chart
Abbott Laboratories (ABT)	0.1	$391k	+3%	3.5k	113.13	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$349k		1.3k	269.77	View chart
Lincoln Electric Holdings (LECO)	0.1	$347k		1.9k	187.47	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$338k		842.00	401.72	View chart
Novo-nordisk A S Adr (NVO)	0.1	$324k	+6%	3.8k	86.02	View chart
Bristol Myers Squibb (BMY)	0.1	$319k	+11%	5.6k	56.56	View chart
Marriott Intl Cl A (MAR)	0.1	$301k	+3%	1.1k	278.99	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$299k	-4%	11k	26.63	View chart
Sap Se Spon Adr (SAP)	0.1	$282k	+21%	1.1k	246.21	View chart
Huron Consulting (HURN)	0.1	$278k		2.2k	124.26	View chart
Devon Energy Corporation (DVN)	0.1	$273k	+13%	8.3k	32.73	View chart
Automatic Data Processing (ADP)	0.1	$268k	+4%	916.00	292.80	View chart
Coca-Cola Company (KO)	0.1	$264k	-6%	4.2k	62.27	View chart
Eaton Corp SHS (ETN)	0.1	$260k	-5%	784.00	331.87	View chart
Netflix (NFLX)	0.1	$258k		289.00	891.32	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$256k	+25%	369.00	693.08	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$254k		433.00	586.17	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$246k	+3%	1.4k	172.39	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$244k		3.2k	75.61	View chart
HSBC HLDGS Spon Adr New (HSBC)	0.1	$235k	NEW	4.7k	49.46	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$226k	+40%	2.7k	84.79	View chart
Shell Spon Ads (SHEL)	0.1	$226k	+18%	3.6k	62.65	View chart
Rbc Cad (RY)	0.1	$223k	NEW	1.8k	120.51	View chart
O'reilly Automotive (ORLY)	0.0	$206k	NEW	174.00	1185.80	View chart
Exxon Mobil Corporation (XOM)	0.0	$206k	+11%	1.9k	107.57	View chart
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG)	0.0	$141k	NEW	12k	11.72	View chart
Banco Santander Adr (SAN)	0.0	$79k	+14%	17k	4.56	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$74k	+45%	15k	4.89	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$55k	+16%	20k	2.72	View chart
Manhattan Bridge Capital (LOAN)	0.0	$13k		13k	1.00	View chart

Past Filings by Riversedge Advisors

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

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
Riversedge Advisors 2021 Q3 filed Oct. 20, 2021
Riversedge Advisors 2021 Q2 filed July 16, 2021
Riversedge Advisors 2021 Q1 filed April 28, 2021

View all past filings

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