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 214 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 13.5 $83M +14% 264k 314.80
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Ishares Tr Core Msci Intl (IDEV) 9.1 $56M +6% 680k 82.48
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.1 $50M +11% 670k 74.07
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Spdr Series Trust State Street Spd (SPYG) 5.9 $36M 341k 106.70
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.7 $29M +10% 152k 191.56
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.3 $27M 1.1M 24.04
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.3 $27M -7% 494k 53.76
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Spdr Series Trust State Street Spd (SPYV) 4.3 $27M -3% 466k 56.81
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Apple (AAPL) 4.2 $26M +2% 94k 271.86
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $17M -3% 273k 62.47
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Ishares Tr Core S&p Scp Etf (IJR) 2.8 $17M +22% 141k 120.18
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.6 $16M 324k 50.29
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Ishares Tr Core Msci Eafe (IEFA) 2.5 $16M -19% 175k 89.46
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Vanguard Index Fds Growth Etf (VUG) 2.4 $15M 30k 487.85
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Vanguard Index Fds Value Etf (VTV) 1.7 $11M 56k 190.99
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.6 $9.9M -2% 102k 97.76
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.5 $9.2M +7% 191k 48.32
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Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.2 $7.6M -13% 197k 38.73
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NVIDIA Corporation (NVDA) 1.1 $6.5M +6% 35k 186.50
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.9 $5.3M -3% 23k 235.99
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Microsoft Corporation (MSFT) 0.9 $5.3M -4% 11k 483.61
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Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.8 $5.0M 108k 46.81
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Grayscale Coindesk Crypto Usd Shs (GDLC) 0.8 $4.6M NEW 112k 41.32
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Alphabet Cap Stk Cl A (GOOGL) 0.7 $4.1M +9% 13k 313.01
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Palantir Technologies Cl A (PLTR) 0.6 $4.0M 22k 177.75
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $3.4M -5% 11k 302.12
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Amazon (AMZN) 0.5 $3.0M +6% 13k 230.83
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Alphabet Cap Stk Cl C (GOOG) 0.5 $2.9M +6% 9.3k 313.79
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Ishares Tr Broad Usd High (USHY) 0.5 $2.8M -5% 74k 37.39
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Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.4M 3.4k 685.00
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $2.3M 79k 29.61
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $2.1M -18% 43k 49.65
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Broadcom (AVGO) 0.3 $2.0M +5% 5.7k 346.11
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.9M -7% 9.0k 211.79
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Tesla Motors (TSLA) 0.3 $1.6M +3% 3.6k 449.72
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.6M 13k 123.26
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Ishares Tr National Mun Etf (MUB) 0.3 $1.6M -6% 15k 107.11
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.6M +10% 3.1k 502.65
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Vanguard World Inf Tech Etf (VGT) 0.2 $1.5M 2.0k 753.64
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Meta Platforms Cl A (META) 0.2 $1.5M -15% 2.2k 660.09
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $1.4M +2% 4.6k 303.89
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Vaneck Etf Trust High Yld Munietf (HYD) 0.2 $1.3M -6% 25k 51.12
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Johnson & Johnson (JNJ) 0.2 $1.2M +13% 5.9k 206.97
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JPMorgan Chase & Co. (JPM) 0.2 $1.2M -8% 3.8k 322.26
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $1.1M 3.6k 323.00
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.1M 3.3k 335.31
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Abbvie (ABBV) 0.2 $1.1M +4% 4.7k 228.51
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Moody's Corporation (MCO) 0.2 $1.0M 2.0k 510.85
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $974k -18% 1.6k 627.17
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Select Sector Spdr Tr State Street Fin (XLF) 0.2 $953k 17k 54.77
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Spdr Series Trust State Street Spd (HYMB) 0.2 $949k -2% 38k 24.94
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Bristol Myers Squibb (BMY) 0.1 $842k +90% 16k 53.94
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Eli Lilly & Co. (LLY) 0.1 $804k +58% 748.00 1074.68
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Costco Wholesale Corporation (COST) 0.1 $782k -14% 907.00 862.18
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $775k -3% 6.4k 121.29
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Capital One Financial (COF) 0.1 $753k +19% 3.1k 242.36
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $741k 9.8k 75.44
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Bank of America Corporation (BAC) 0.1 $707k +3% 13k 55.00
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Wal-Mart Stores (WMT) 0.1 $700k +22% 6.3k 111.42
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Spdr Series Trust State Street Spd (LGLV) 0.1 $689k -3% 3.9k 175.56
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Expedia Group Com New (EXPE) 0.1 $688k +8% 2.4k 283.31
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Citigroup Com New (C) 0.1 $682k +13% 5.8k 116.69
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McDonald's Corporation (MCD) 0.1 $661k -6% 2.2k 305.63
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Merck & Co (MRK) 0.1 $654k +6% 6.2k 105.26
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Micron Technology (MU) 0.1 $649k +13% 2.3k 285.41
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Chevron Corporation (CVX) 0.1 $640k -8% 4.2k 152.40
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $617k +5% 4.2k 146.58
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Exxon Mobil Corporation (XOM) 0.1 $603k +17% 5.0k 120.35
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Victory Portfolios Ii Vcshs Intl Volty (CIL) 0.1 $596k -3% 11k 53.98
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Visa Com Cl A (V) 0.1 $593k -19% 1.7k 350.67
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Asml Holding N V N Y Registry Shs (ASML) 0.1 $561k +23% 524.00 1069.86
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $556k -2% 7.1k 78.67
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Pepsi (PEP) 0.1 $545k +52% 3.8k 143.53
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Chubb (CB) 0.1 $540k +65% 1.7k 312.12
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Ge Aerospace Com New (GE) 0.1 $529k +24% 1.7k 308.05
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Lincoln Electric Holdings (LECO) 0.1 $512k +7% 2.1k 239.64
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Intuitive Surgical Com New (ISRG) 0.1 $510k 901.00 566.36
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Astrazeneca Sponsored Adr (AZN) 0.1 $501k +11% 5.4k 91.93
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Home Depot (HD) 0.1 $488k -7% 1.4k 344.11
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TJX Companies (TJX) 0.1 $478k +104% 3.1k 153.61
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Synchrony Financial (SYF) 0.1 $469k 5.6k 83.43
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Spdr Series Trust State Street Spd (SHM) 0.1 $467k 9.7k 47.99
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Abbott Laboratories (ABT) 0.1 $466k 3.7k 125.30
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Novartis Sponsored Adr (NVS) 0.1 $465k +6% 3.4k 137.87
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Travelers Companies (TRV) 0.1 $450k +10% 1.6k 290.01
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Rbc Cad (RY) 0.1 $450k +6% 2.6k 170.49
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Hca Holdings (HCA) 0.1 $443k +38% 949.00 466.86
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Mueller Industries (MLI) 0.1 $437k +17% 3.8k 114.80
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Intel Corporation (INTC) 0.1 $437k +4% 12k 36.90
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Devon Energy Corporation (DVN) 0.1 $428k 12k 36.63
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Lam Research Corp Com New (LRCX) 0.1 $425k +14% 2.5k 171.18
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Mastercard Incorporated Cl A (MA) 0.1 $424k -28% 743.00 571.16
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Centene Corporation (CNC) 0.1 $423k NEW 10k 41.15
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Netflix (NFLX) 0.1 $418k +866% 4.5k 93.76
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UnitedHealth (UNH) 0.1 $410k +9% 1.2k 330.22
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FedEx Corporation (FDX) 0.1 $409k +30% 1.4k 288.91
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Servicenow (NOW) 0.1 $405k +858% 2.6k 153.19
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Booking Holdings (BKNG) 0.1 $402k +70% 75.00 5355.33
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Goldman Sachs (GS) 0.1 $398k -4% 453.00 878.32
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $395k -17% 3.7k 106.71
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Edison International (EIX) 0.1 $393k NEW 6.6k 60.02
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Huron Consulting (HURN) 0.1 $387k 2.2k 172.91
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Amphenol Corp Cl A (APH) 0.1 $385k +4% 2.9k 135.14
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Newmont Mining Corporation (NEM) 0.1 $380k +33% 3.8k 99.85
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General Dynamics Corporation (GD) 0.1 $379k +9% 1.1k 336.74
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Hldgs (UAL) 0.1 $377k +22% 3.4k 111.82
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Lockheed Martin Corporation (LMT) 0.1 $373k NEW 772.00 483.50
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Marriott Intl Cl A (MAR) 0.1 $357k +2% 1.1k 310.30
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PG&E Corporation (PCG) 0.1 $356k +31% 22k 16.07
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Blackstone Group Inc Com Cl A (BX) 0.1 $353k +20% 2.3k 154.12
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Zoom Communications Cl A (ZM) 0.1 $352k NEW 4.1k 86.29
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Philip Morris International (PM) 0.1 $349k 2.2k 160.38
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Shell Spon Ads (SHEL) 0.1 $349k +4% 4.7k 73.48
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Banco Santander Sa Adr (SAN) 0.1 $345k +3% 29k 11.73
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Comfort Systems USA (FIX) 0.1 $344k +40% 368.00 933.29
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Ishares Core Msci Emkt (IEMG) 0.1 $343k 5.1k 67.22
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Atlassian Corporation Cl A (TEAM) 0.1 $343k NEW 2.1k 162.14
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At&t (T) 0.1 $339k -6% 14k 24.84
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Constellation Energy (CEG) 0.1 $339k 959.00 353.10
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Us Bancorp Del Com New (USB) 0.1 $338k NEW 6.3k 53.36
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D.R. Horton (DHI) 0.1 $337k +75% 2.3k 144.03
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Hartford Financial Services (HIG) 0.1 $337k +5% 2.4k 137.80
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Fox Corp Cl A Com (FOXA) 0.1 $337k +16% 4.6k 73.07
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Northern Trust Corporation (NTRS) 0.1 $336k +41% 2.5k 136.59
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Arista Networks Com Shs (ANET) 0.1 $332k +45% 2.5k 131.03
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $332k -12% 701.00 473.50
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Toronto Dominion Bk Ont Com New (TD) 0.1 $332k +5% 3.5k 94.20
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Airbnb Com Cl A (ABNB) 0.1 $331k +22% 2.4k 135.72
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $329k 1.5k 219.75
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Accenture Plc Ireland Shs Class A (ACN) 0.1 $329k NEW 1.2k 268.30
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Toyota Motor Corp Ads (TM) 0.1 $320k +3% 1.5k 214.06
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Ametek (AME) 0.1 $320k 1.6k 205.24
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Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.1 $315k +5% 20k 15.86
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Coca-Cola Company (KO) 0.1 $314k +6% 4.5k 69.90
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Medpace Hldgs (MEDP) 0.1 $313k +30% 558.00 561.65
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $310k 3.2k 96.04
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Sony Group Corp Sponsored Adr (SONY) 0.1 $310k 12k 25.60
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Snowflake Com Shs (SNOW) 0.1 $308k +6% 1.4k 219.36
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Oracle Corporation (ORCL) 0.1 $308k -7% 1.6k 194.91
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Palo Alto Networks (PANW) 0.0 $307k +30% 1.7k 184.20
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Texas Pacific Land Corp (TPL) 0.0 $306k +176% 1.1k 287.15
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Bank of New York Mellon Corporation (BK) 0.0 $306k +9% 2.6k 116.09
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Natera (NTRA) 0.0 $304k NEW 1.3k 229.09
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Technipfmc (FTI) 0.0 $301k +21% 6.8k 44.56
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $298k -3% 9.1k 32.75
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $297k 435.00 681.79
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Sap Se Spon Adr (SAP) 0.0 $296k -14% 1.2k 242.91
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $295k +12% 629.00 468.76
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Phillips 66 (PSX) 0.0 $294k +46% 2.3k 129.02
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Eaton Corp SHS (ETN) 0.0 $292k 917.00 318.51
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Regeneron Pharmaceuticals (REGN) 0.0 $286k NEW 371.00 771.87
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Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $285k 2.5k 113.78
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Delta Air Lines Inc Del Com New (DAL) 0.0 $283k NEW 4.1k 69.40
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Ishares Msci Gbl Gold Mn (RING) 0.0 $281k 3.8k 73.64
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Adobe Systems Incorporated (ADBE) 0.0 $278k -46% 795.00 349.99
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $274k +6% 12k 23.31
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O'reilly Automotive (ORLY) 0.0 $273k -18% 3.0k 91.21
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Otis Worldwide Corp (OTIS) 0.0 $273k 3.1k 87.35
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Intuit (INTU) 0.0 $268k +2% 404.00 662.69
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Qualcomm (QCOM) 0.0 $260k +17% 1.5k 171.04
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Automatic Data Processing (ADP) 0.0 $259k -4% 1.0k 257.28
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Hdfc Bank Sponsored Ads (HDB) 0.0 $258k +13% 7.1k 36.54
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Pulte (PHM) 0.0 $258k +16% 2.2k 117.26
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Unilever Spon Adr New 0.0 $257k NEW 3.9k 65.40
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Chipotle Mexican Grill (CMG) 0.0 $256k NEW 6.9k 37.00
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Lyft Cl A Com (LYFT) 0.0 $255k +8% 13k 19.37
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Prologis (PLD) 0.0 $254k NEW 2.0k 127.66
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Wells Fargo & Company (WFC) 0.0 $250k +5% 2.7k 93.18
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Danaher Corporation (DHR) 0.0 $249k NEW 1.1k 228.99
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General Motors Company (GM) 0.0 $247k -9% 3.0k 81.32
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Ge Vernova (GEV) 0.0 $246k -23% 376.00 653.57
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Charles Schwab Corporation (SCHW) 0.0 $243k -11% 2.4k 99.91
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Sandisk Corp (SNDK) 0.0 $242k NEW 1.0k 237.38
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Walt Disney Company (DIS) 0.0 $241k NEW 2.1k 113.77
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Blackrock (BLK) 0.0 $236k +12% 220.00 1071.88
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $234k NEW 1.1k 205.60
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International Business Machines (IBM) 0.0 $234k NEW 790.00 296.38
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Cummins (CMI) 0.0 $232k NEW 454.00 510.45
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Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $231k -7% 4.9k 47.56
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Ubs Group SHS (UBS) 0.0 $230k -5% 5.0k 46.31
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Bhp Group Sponsored Ads (BHP) 0.0 $228k NEW 3.8k 60.37
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Biogen Idec (BIIB) 0.0 $227k NEW 1.3k 175.99
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Halliburton Company (HAL) 0.0 $226k NEW 8.0k 28.26
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Pinnacle Financial Partners (PNFP) 0.0 $226k 2.4k 95.41
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Valero Energy Corporation (VLO) 0.0 $225k +3% 1.4k 162.78
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Ubiquiti (UI) 0.0 $224k 405.00 553.35
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British Amern Tob Sponsored Adr (BTI) 0.0 $224k NEW 4.0k 56.62
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Gartner (IT) 0.0 $223k NEW 883.00 252.28
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ConocoPhillips (COP) 0.0 $223k NEW 2.4k 93.62
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $221k NEW 1.4k 160.97
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American Express Company (AXP) 0.0 $220k NEW 596.00 369.78
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Best Buy (BBY) 0.0 $219k +22% 3.3k 66.93
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Roper Industries (ROP) 0.0 $219k NEW 492.00 445.13
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Hubspot (HUBS) 0.0 $214k NEW 532.00 401.30
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Fortinet (FTNT) 0.0 $213k NEW 2.7k 79.41
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Western Digital (WDC) 0.0 $213k NEW 1.2k 172.27
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Ishares Tr Core S&p Ttl Stk (ITOT) 0.0 $213k 1.4k 148.67
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Leidos Holdings (LDOS) 0.0 $212k NEW 1.2k 180.40
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Caterpillar (CAT) 0.0 $211k NEW 369.00 572.87
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Icici Bank Adr (IBN) 0.0 $208k -4% 7.0k 29.80
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Genuine Parts Company (GPC) 0.0 $208k 1.7k 122.96
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J.B. Hunt Transport Services (JBHT) 0.0 $206k NEW 1.1k 194.43
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Illumina (ILMN) 0.0 $205k NEW 1.6k 131.16
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $203k NEW 6.2k 32.62
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $203k -38% 699.00 290.22
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United Therapeutics Corporation (UTHR) 0.0 $202k NEW 414.00 487.25
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BorgWarner (BWA) 0.0 $200k NEW 4.4k 45.06
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Sumitomo Mitsui Finl Group I Sponsored Adr (SMFG) 0.0 $198k NEW 10k 19.33
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Adt (ADT) 0.0 $182k +10% 23k 8.07
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Vale S A Sponsored Ads (VALE) 0.0 $169k NEW 13k 13.03
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $155k +6% 21k 7.32
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $154k +4% 29k 5.30
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $105k +7% 32k 3.33
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Ambev Sa Sponsored Adr (ABEV) 0.0 $43k -3% 17k 2.47
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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