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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, IEFA, and represent 35.74% of Riversedge Advisors's stock portfolio.
Added to shares of these 10 stocks: SFLO (+$11M), UITB (+$5.9M), DFIV, OSEA, JMUB, RSP, USHY, AVGO, PLTR, SPYV.
Started 11 new stock positions in BABA, BMY, XOM, SAP, NFLX, UNH, SFLO, ABEV, BLDR, BX. TSLA.
Reduced shares in these 10 stocks: CALF (-$10M), IGSB (-$7.7M), IEFA, SCHX, QCOM, SCHF, VIOV, VTEB, SPYG, ASML.
Sold out of its positions in IGSB, CALF, QCOM.
Riversedge Advisors was a net buyer of stock by $7.2M.
Riversedge Advisors has $441M in assets under management (AUM), dropping by 7.50%.
Central Index Key (CIK): 0001787663

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Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 100 positions in its portfolio as reported in the September 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)	9.4	$42M	-3%	613k	67.85	View chart
Victory Portfolios Ii Core Intermediat (UITB)	7.2	$32M	+22%	665k	47.93	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	6.9	$31M		368k	82.94	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	6.5	$29M		541k	52.86	View chart
Ishares Tr Core Msci Eafe (IEFA)	5.7	$25M	-13%	321k	78.05	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	5.2	$23M		557k	41.12	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	5.1	$23M	+6%	125k	179.16	View chart
Apple (AAPL)	4.9	$22M		92k	233.00	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	4.5	$20M	+19%	515k	38.08	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	4.1	$18M	+20%	631k	28.93	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	3.8	$17M		325k	51.50	View chart
Ishares Msci Emrg Chn (EMXC)	3.6	$16M		261k	61.11	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	3.4	$15M		283k	52.81	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	3.1	$14M		285k	47.85	View chart
Victory Portfolios Ii Victoryshares Sm (SFLO)	2.4	$11M	NEW	397k	26.77	View chart
Vanguard Index Fds Growth Etf (VUG)	1.9	$8.5M		22k	383.93	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	1.7	$7.6M	-2%	148k	51.12	View chart
Vanguard Admiral Fds Smlcp 600 Val (VIOV)	1.5	$6.7M	-3%	73k	92.46	View chart
Ishares Tr Broad Usd High (USHY)	1.5	$6.7M	+6%	177k	37.65	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.5	$6.5M	+66%	127k	51.27	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$5.4M		31k	174.57	View chart
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)	1.2	$5.3M		25k	207.25	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	1.1	$4.7M		114k	41.28	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.9	$3.9M		15k	267.37	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.8	$3.4M		130k	26.27	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.8	$3.3M	+3%	63k	53.07	View chart
Microsoft Corporation (MSFT)	0.7	$2.9M		6.9k	430.31	View chart
NVIDIA Corporation (NVDA)	0.6	$2.9M		24k	121.44	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.6	$2.6M	+3%	13k	200.78	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$2.4M		22k	108.63	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.4	$1.9M		24k	80.37	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.7M		3.0k	576.92	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M		8.4k	165.85	View chart
Vanguard World Inf Tech Etf (VGT)	0.3	$1.2M	-3%	2.1k	586.53	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.3	$1.2M		13k	95.75	View chart
Amazon (AMZN)	0.3	$1.1M	-2%	6.0k	186.34	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.3	$1.1M		6.6k	169.23	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.2	$962k		3.4k	284.02	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$941k		2.0k	460.26	View chart
Moody's Corporation (MCO)	0.2	$918k		1.9k	474.59	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$891k		5.3k	167.17	View chart
Select Sector Spdr Tr Financial (XLF)	0.2	$789k		17k	45.32	View chart
Meta Platforms Cl A (META)	0.2	$780k	+5%	1.4k	572.44	View chart
Costco Wholesale Corporation (COST)	0.2	$771k		870.00	886.19	View chart
Johnson & Johnson (JNJ)	0.2	$722k	+2%	4.5k	162.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$715k		2.5k	283.12	View chart
Palantir Technologies Cl A (PLTR)	0.2	$708k	+83%	19k	37.20	View chart
Abbvie (ABBV)	0.2	$702k	+2%	3.6k	197.50	View chart
Victory Portfolios Ii Vcshs Intl Volty (CIL)	0.1	$596k	-3%	13k	45.44	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.1	$593k	+8%	12k	48.14	View chart
Chevron Corporation (CVX)	0.1	$548k		3.7k	147.25	View chart
salesforce (CRM)	0.1	$526k	+6%	1.9k	273.71	View chart
McDonald's Corporation (MCD)	0.1	$513k		1.7k	304.46	View chart
JPMorgan Chase & Co. (JPM)	0.1	$507k	+9%	2.4k	210.88	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$495k		2.9k	173.67	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$462k		875.00	527.93	View chart
Broadcom (AVGO)	0.1	$440k	+976%	2.6k	172.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$424k		4.0k	106.19	View chart
Novo-nordisk A S Adr (NVO)	0.1	$420k		3.5k	119.07	View chart
Home Depot (HD)	0.1	$405k	+7%	1.0k	405.21	View chart
Intuitive Surgical Com New (ISRG)	0.1	$397k		808.00	491.27	View chart
Abbott Laboratories (ABT)	0.1	$379k		3.3k	114.02	View chart
Bank of America Corporation (BAC)	0.1	$374k		9.4k	39.68	View chart
Lincoln Electric Holdings (LECO)	0.1	$355k		1.9k	192.02	View chart
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)	0.1	$341k	+2%	12k	29.18	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.1	$339k		1.3k	263.26	View chart
Coca-Cola Company (KO)	0.1	$327k		4.6k	71.87	View chart
Visa Com Cl A (V)	0.1	$327k	-4%	1.2k	274.91	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$318k		848.00	375.51	View chart
Texas Pacific Land Corp (TPL)	0.1	$315k		356.00	884.07	View chart
Devon Energy Corporation (DVN)	0.1	$287k	+3%	7.3k	39.12	View chart
Eaton Corp SHS (ETN)	0.1	$276k	-3%	832.00	331.44	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$270k		3.2k	83.64	View chart
Bristol Myers Squibb (BMY)	0.1	$261k	NEW	5.0k	51.74	View chart
Marriott Intl Cl A (MAR)	0.1	$260k		1.0k	248.65	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.1	$259k		7.0k	36.92	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$248k		432.00	573.53	View chart
Asml Holding N V N Y Registry Shs (ASML)	0.1	$244k	-18%	293.00	833.25	View chart
Automatic Data Processing (ADP)	0.1	$243k		879.00	276.80	View chart
Huron Consulting (HURN)	0.1	$243k		2.2k	108.70	View chart
Merck & Co (MRK)	0.1	$236k	-18%	2.1k	113.56	View chart
Genuine Parts Company (GPC)	0.1	$236k		1.7k	139.68	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$229k		4.0k	57.41	View chart
UnitedHealth (UNH)	0.1	$226k	NEW	387.00	584.94	View chart
Sap Se Spon Adr (SAP)	0.0	$216k	NEW	944.00	229.10	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$212k	NEW	1.4k	153.10	View chart
Eli Lilly & Co. (LLY)	0.0	$208k	-5%	235.00	885.94	View chart
Tesla Motors (TSLA)	0.0	$207k	NEW	792.00	261.63	View chart
Adobe Systems Incorporated (ADBE)	0.0	$204k	+6%	393.00	517.78	View chart
Builders FirstSource (BLDR)	0.0	$202k	NEW	1.0k	193.86	View chart
Exxon Mobil Corporation (XOM)	0.0	$202k	NEW	1.7k	117.21	View chart
Netflix (NFLX)	0.0	$202k	NEW	285.00	709.27	View chart
Shell Spon Ads (SHEL)	0.0	$201k		3.0k	65.95	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$201k	NEW	1.9k	106.12	View chart
Banco Santander Adr (SAN)	0.0	$77k	+11%	15k	5.10	View chart
Manhattan Bridge Capital (LOAN)	0.0	$74k		13k	5.57	View chart
Lloyds Banking Group Sponsored Adr (LYG)	0.0	$54k	+7%	17k	3.12	View chart
Mizuho Financial Group Sponsored Adr (MFG)	0.0	$43k	-4%	10k	4.18	View chart
Banco Bradesco S A Sp Adr Pfd New (BBD)	0.0	$37k	+29%	14k	2.66	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$31k	NEW	13k	2.44	View chart

Past Filings by Riversedge Advisors

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

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
Riversedge Advisors 2020 Q4 filed Feb. 12, 2021

View all past filings

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