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 216 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Value Etf (VTV) 11.9 $74M +571% 375k 196.20
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Ishares Tr Core Msci Intl (IDEV) 8.5 $53M -7% 629k 83.57
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Vanguard Index Fds Large Cap Etf (VV) 7.1 $44M -44% 148k 298.85
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Vanguard Bd Index Fds Total Bnd Mrkt (BND) 6.6 $41M -17% 555k 73.64
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Spdr Series Trust State Street Spd (SPYG) 5.2 $32M -3% 330k 97.91
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Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.4 $27M 1.1M 24.75
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Spdr Series Trust State Street Spd (SPYV) 4.2 $26M 458k 56.58
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Apple (AAPL) 3.8 $24M 93k 253.79
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 3.3 $21M -22% 382k 54.05
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 2.8 $18M 272k 64.08
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Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.7 $17M 330k 49.89
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Ishares Tr Core Msci Eafe (IEFA) 2.5 $16M -2% 171k 90.53
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Vanguard Index Fds Growth Etf (VUG) 2.2 $13M +3% 31k 436.79
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J P Morgan Exchange Traded F Active Bond Etf (JBND) 1.9 $12M NEW 221k 53.77
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Grayscale Bitcoin Mini Tr Et Shs New (BTC) 1.8 $11M +88% 370k 29.99
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Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.7 $10M 100k 101.74
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Ishares Tr Core S&p Scp Etf (IJR) 1.3 $8.3M -52% 67k 124.31
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $8.3M -71% 43k 191.92
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American Centy Etf Tr Avantis Emgmkt (AVEM) 1.1 $6.7M NEW 83k 80.58
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Vaneck Etf Trust Real Assets Etf (RAAX) 1.1 $6.5M NEW 160k 40.71
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Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.0 $6.4M -29% 134k 48.05
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Fidelity Covington Trust Enhanced Small (FESM) 1.0 $6.4M NEW 169k 38.00
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NVIDIA Corporation (NVDA) 1.0 $6.2M +2% 36k 174.40
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Ishares Tr Msci Intl Vlu Ft (IVLU) 1.0 $6.0M NEW 150k 39.68
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Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.8 $5.1M 22k 229.04
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Spdr Index Shs Fds State Street Spd (SPEM) 0.8 $5.0M 106k 46.91
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Alphabet Cap Stk Cl A (GOOGL) 0.6 $3.8M 13k 287.56
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Microsoft Corporation (MSFT) 0.6 $3.6M -10% 9.8k 370.17
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Amazon (AMZN) 0.6 $3.5M +28% 17k 208.27
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Palantir Technologies Cl A (PLTR) 0.5 $3.3M 23k 146.28
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Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.5 $3.2M -4% 11k 302.24
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J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB) 0.5 $2.9M NEW 60k 47.82
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Alphabet Cap Stk Cl C (GOOG) 0.4 $2.7M 9.3k 286.87
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $2.4M 80k 30.50
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Ishares Tr Core S&p500 Etf (IVV) 0.3 $2.1M -4% 3.3k 653.14
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Broadcom (AVGO) 0.3 $1.9M +10% 6.3k 309.52
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.3 $1.9M -3% 8.7k 217.24
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Ishares Tr Broad Usd High (USHY) 0.3 $1.8M -33% 49k 36.84
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Tesla Motors (TSLA) 0.3 $1.8M +34% 4.9k 371.75
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Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.3 $1.6M +4% 4.9k 337.95
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $1.6M 42k 38.42
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Johnson & Johnson (JNJ) 0.2 $1.5M 6.0k 244.42
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.2 $1.5M 13k 113.11
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Ishares Tr National Mun Etf (MUB) 0.2 $1.4M -11% 13k 106.15
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Vanguard World Inf Tech Etf (VGT) 0.2 $1.4M 2.0k 697.60
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Costco Wholesale Corporation (COST) 0.2 $1.4M +49% 1.4k 996.65
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Meta Platforms Cl A (META) 0.2 $1.3M +4% 2.3k 572.13
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.3M -11% 2.8k 479.20
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Putnam Etf Trust Franklin Muni Hi (FTMH) 0.2 $1.3M NEW 114k 11.53
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Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $1.1M 3.6k 313.82
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Chevron Corporation (CVX) 0.2 $1.1M +27% 5.3k 206.89
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Exxon Mobil Corporation (XOM) 0.2 $1.1M +28% 6.4k 169.67
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Franklin Templeton Etf Tr High Yield Corp (FLHY) 0.2 $1.1M NEW 44k 24.14
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Moody's Corporation (MCO) 0.2 $1.0M +15% 2.4k 436.25
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Bristol Myers Squibb (BMY) 0.2 $1.0M +8% 17k 60.65
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Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $1.0M -4% 3.2k 320.83
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Abbvie (ABBV) 0.2 $1.0M -2% 4.6k 217.51
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JPMorgan Chase & Co. (JPM) 0.2 $982k -11% 3.3k 294.13
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Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.2 $971k +22% 7.8k 124.46
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Select Sector Spdr Tr State Street Fin (XLF) 0.1 $859k 17k 49.37
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Wal-Mart Stores (WMT) 0.1 $857k +9% 6.9k 124.29
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Spdr Series Trust State Street Spd (HYMB) 0.1 $845k -10% 34k 24.80
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Merck & Co (MRK) 0.1 $785k +5% 6.5k 120.29
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Micron Technology (MU) 0.1 $778k 2.3k 337.84
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $770k -17% 1.3k 597.68
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Eli Lilly & Co. (LLY) 0.1 $757k +10% 823.00 919.77
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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.1 $757k 9.8k 77.11
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Asml Hldg Nv N Y Registry Shs (ASML) 0.1 $746k +7% 565.00 1320.83
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McDonald's Corporation (MCD) 0.1 $712k +5% 2.3k 310.76
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Spdr Series Trust State Street Spd (LGLV) 0.1 $692k 3.9k 178.12
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Visa Com Cl A (V) 0.1 $658k +28% 2.2k 302.22
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Citigroup Com New (C) 0.1 $656k 5.8k 113.41
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Devon Energy Corporation (DVN) 0.1 $603k +2% 12k 50.32
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HSBC HLDGS Spon Adr New (HSBC) 0.1 $596k +2% 7.2k 82.49
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Lam Research Corp Com New (LRCX) 0.1 $588k +10% 2.8k 213.66
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Expedia Group Com New (EXPE) 0.1 $573k +2% 2.5k 230.89
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Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $549k +3% 4.4k 125.46
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Astrazeneca Ord (AZN) 0.1 $545k NEW 2.8k 197.22
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Chubb (CB) 0.1 $544k -3% 1.7k 325.93
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Lincoln Electric Holdings (LECO) 0.1 $534k 2.1k 249.08
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TJX Companies (TJX) 0.1 $530k +6% 3.3k 159.71
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Novartis Sponsored Adr (NVS) 0.1 $528k +2% 3.5k 152.75
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Netflix (NFLX) 0.1 $525k +22% 5.5k 96.15
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Ge Aerospace Com New (GE) 0.1 $523k +7% 1.8k 283.79
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FedEx Corporation (FDX) 0.1 $519k +2% 1.5k 356.25
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Comfort Systems USA (FIX) 0.1 $510k 370.00 1378.99
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Texas Pacific Land Corp (TPL) 0.1 $506k 1.1k 474.44
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Bank of America Corporation (BAC) 0.1 $499k -20% 10k 48.75
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Edison International (EIX) 0.1 $497k +3% 6.8k 73.18
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PG&E Corporation (PCG) 0.1 $487k +25% 28k 17.57
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Lockheed Martin Corporation (LMT) 0.1 $471k 780.00 604.21
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Technipfmc (FTI) 0.1 $470k 6.8k 69.13
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Spdr Series Trust State Street Spd (SHM) 0.1 $464k 9.7k 47.83
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Abbott Laboratories (ABT) 0.1 $457k +19% 4.5k 102.66
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Hca Holdings (HCA) 0.1 $455k 961.00 473.24
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Intuitive Surgical Com New (ISRG) 0.1 $454k +9% 985.00 460.99
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Shell Spon Ads (SHEL) 0.1 $454k +2% 4.9k 93.00
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Travelers Companies (TRV) 0.1 $451k 1.5k 291.63
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Ge Vernova (GEV) 0.1 $445k +35% 510.00 872.90
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At&t (T) 0.1 $444k +12% 15k 28.99
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Intel Corporation (INTC) 0.1 $439k -15% 9.9k 44.13
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Rbc Cad (RY) 0.1 $430k 2.7k 161.78
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Verizon Communications (VZ) 0.1 $427k NEW 8.5k 50.20
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Newmont Mining Corporation (NEM) 0.1 $426k +3% 3.9k 108.25
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Mueller Industries (MLI) 0.1 $424k 3.8k 110.80
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Home Depot (HD) 0.1 $415k -10% 1.3k 328.90
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Procter & Gamble Company (PG) 0.1 $410k NEW 2.8k 144.45
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Phillips 66 (PSX) 0.1 $404k -2% 2.2k 182.17
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Goldman Sachs (GS) 0.1 $399k +4% 472.00 845.36
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Amphenol Corp Cl A (APH) 0.1 $392k +8% 3.1k 126.35
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General Dynamics Corporation (GD) 0.1 $387k 1.1k 343.23
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Airbnb Com Cl A (ABNB) 0.1 $385k +25% 3.0k 126.28
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Ametek (AME) 0.1 $380k +13% 1.8k 214.30
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Booking Holdings (BKNG) 0.1 $379k +20% 90.00 4210.32
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $376k -4% 3.5k 106.50
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Delta Air Lines Com New (DAL) 0.1 $374k +38% 5.6k 66.48
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Philip Morris International (PM) 0.1 $372k +3% 2.2k 165.32
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Hartford Financial Services (HIG) 0.1 $359k +8% 2.7k 135.23
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Coca-Cola Company (KO) 0.1 $357k +4% 4.7k 76.04
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Eaton Corp SHS (ETN) 0.1 $354k +7% 990.00 357.67
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Pulte (PHM) 0.1 $350k +35% 3.0k 117.61
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Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) 0.1 $348k +3% 21k 16.97
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Oracle Corporation (ORCL) 0.1 $348k +49% 2.4k 147.12
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Valero Energy Corporation (VLO) 0.1 $347k 1.4k 247.08
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Northern Trust Corporation (NTRS) 0.1 $347k 2.5k 139.57
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Sandisk Corp (SNDK) 0.1 $345k -46% 543.00 635.34
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Halliburton Company (HAL) 0.1 $343k +10% 8.8k 38.99
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Ishares Core Msci Emkt (IEMG) 0.1 $338k -5% 4.8k 69.75
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Danaher Corporation (DHR) 0.1 $337k +63% 1.8k 189.64
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Toronto Dominion Bk Ont Com New (TD) 0.1 $336k +2% 3.6k 93.31
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Us Bancorp Com New (USB) 0.1 $334k 6.4k 52.01
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Western Digital (WDC) 0.1 $334k 1.2k 270.49
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Banco Santander Sa Adr (SAN) 0.1 $330k 29k 11.28
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State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.1 $329k +16% 506.00 650.09
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Ubiquiti (UI) 0.1 $328k +2% 415.00 790.29
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UnitedHealth (UNH) 0.1 $328k -2% 1.2k 270.48
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Synchrony Financial (SYF) 0.1 $326k -14% 4.8k 68.02
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Vanguard Specialized Funds Div App Etf (VIG) 0.1 $322k 1.5k 215.03
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ConocoPhillips (COP) 0.1 $321k +2% 2.4k 132.00
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Ciena Corp Com New (CIEN) 0.1 $320k NEW 824.00 388.23
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Toyota Motor Corp Ads (TM) 0.1 $318k +3% 1.5k 206.09
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Blackrock (BLK) 0.1 $316k +49% 329.00 961.75
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Bhp Billiton Sponsored Ads (BHP) 0.1 $316k +15% 4.3k 72.74
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Hldgs (UAL) 0.1 $316k 3.4k 92.07
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Capital One Financial (COF) 0.1 $315k -44% 1.7k 182.43
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Bank of New York Mellon Corporation (BK) 0.1 $314k 2.6k 118.63
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Ishares Tr Msci Eafe Etf (EFA) 0.1 $313k 3.2k 97.14
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Marriott Intl Cl A (MAR) 0.0 $301k -20% 919.00 327.14
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Marsh & McLennan Companies (MRSH) 0.0 $295k NEW 1.7k 173.45
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Linde SHS (LIN) 0.0 $287k NEW 578.00 495.76
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Huron Consulting (HURN) 0.0 $285k 2.2k 127.49
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Fortinet (FTNT) 0.0 $284k +29% 3.5k 81.72
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Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $284k -5% 8.6k 32.95
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O'reilly Automotive (ORLY) 0.0 $281k 3.0k 92.31
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Biogen Idec (BIIB) 0.0 $280k +18% 1.5k 183.33
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Regeneron Pharmaceuticals (REGN) 0.0 $277k -3% 359.00 772.64
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Centene Corporation (CNC) 0.0 $272k -19% 8.3k 32.74
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Caterpillar (CAT) 0.0 $269k +2% 380.00 708.46
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Pepsi (PEP) 0.0 $268k -54% 1.7k 155.32
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Fox Corp Cl A Com (FOXA) 0.0 $267k 4.6k 58.40
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Adobe Systems Incorporated (ADBE) 0.0 $265k +36% 1.1k 243.08
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Cigna Corp (CI) 0.0 $263k NEW 987.00 266.75
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Prologis (PLD) 0.0 $262k 2.0k 132.18
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Mastercard Incorporated Cl A (MA) 0.0 $257k -30% 514.00 500.04
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Emcor (EME) 0.0 $256k NEW 346.00 738.77
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Intuit (INTU) 0.0 $255k +46% 590.00 432.50
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Natera (NTRA) 0.0 $250k -5% 1.3k 199.99
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Abrdn Precious Metals Basket Physcl Precs Met (GLTR) 0.0 $249k 1.1k 218.72
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Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) 0.0 $249k -2% 12k 21.66
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salesforce (CRM) 0.0 $247k NEW 1.3k 186.67
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General Motors Company (GM) 0.0 $247k +9% 3.3k 74.50
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Cummins (CMI) 0.0 $245k 456.00 538.02
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Omni (OMC) 0.0 $244k NEW 3.2k 75.31
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Constellation Energy (CEG) 0.0 $243k -9% 871.00 279.11
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British Amern Tob Sponsored Adr (BTI) 0.0 $243k +4% 4.1k 58.47
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BorgWarner (BWA) 0.0 $241k 4.4k 54.26
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Arista Networks Com Shs (ANET) 0.0 $235k -24% 1.9k 122.78
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Kla Corp Com New (KLAC) 0.0 $234k NEW 159.00 1472.41
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International Business Machines (IBM) 0.0 $233k +21% 960.00 242.51
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Freeport Mcmoran CL B (FCX) 0.0 $232k NEW 3.9k 58.78
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Pinnacle Finl Partners (PNFP) 0.0 $231k NEW 2.7k 86.14
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Walt Disney Company (DIS) 0.0 $230k +12% 2.4k 96.38
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Enbridge (ENB) 0.0 $228k NEW 4.2k 54.14
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Equinix (EQIX) 0.0 $226k NEW 230.00 980.24
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J.B. Hunt Transport Services (JBHT) 0.0 $224k 1.1k 212.00
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Marathon Petroleum Corp (MPC) 0.0 $223k NEW 913.00 244.18
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BP Sponsored Adr (BP) 0.0 $222k NEW 4.7k 47.00
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Rio Tinto Sponsored Adr (RIO) 0.0 $221k NEW 2.4k 93.29
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Shopify Cl A Sub Vtg Shs (SHOP) 0.0 $220k +35% 1.9k 118.62
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Blackstone Group Inc Com Cl A (BX) 0.0 $219k -16% 1.9k 114.97
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Zoom Communications Cl A (ZM) 0.0 $216k -34% 2.7k 80.39
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Vale S A Sponsored Ads (VALE) 0.0 $215k +4% 14k 15.91
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Sony Group Corp Sponsored Adr (SONY) 0.0 $214k -14% 10k 20.70
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SLB Com Stk (SLB) 0.0 $213k NEW 4.1k 51.39
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Advanced Micro Devices (AMD) 0.0 $211k NEW 1.0k 203.43
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Kinder Morgan (KMI) 0.0 $209k NEW 6.2k 33.53
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Raytheon Technologies Corp (RTX) 0.0 $209k NEW 1.1k 192.83
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Servicenow (NOW) 0.0 $207k -25% 2.0k 104.55
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Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) 0.0 $207k +2% 11k 19.75
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Honeywell International (HON) 0.0 $207k NEW 914.00 226.13
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Ross Stores (ROST) 0.0 $206k NEW 953.00 216.63
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Teradyne (TER) 0.0 $206k NEW 696.00 296.46
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Medpace Hldgs (MEDP) 0.0 $205k -23% 427.00 480.19
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Uber Technologies (UBER) 0.0 $205k NEW 2.8k 71.93
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State Street Corporation (STT) 0.0 $205k NEW 1.6k 126.56
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Neurocrine Biosciences (NBIX) 0.0 $204k NEW 1.6k 131.74
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Sap Se Spon Adr (SAP) 0.0 $204k -2% 1.2k 171.21
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Steel Dynamics (STLD) 0.0 $203k NEW 1.1k 180.00
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GSK Sponsored Adr (GSK) 0.0 $203k NEW 3.7k 55.19
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Gilead Sciences (GILD) 0.0 $202k NEW 1.4k 139.32
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Vanguard Index Fds Mid Cap Etf (VO) 0.0 $201k 699.00 287.18
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Mizuho Financial Group Sponsored Adr (MFG) 0.0 $169k 21k 7.94
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Lloyds Banking Group Sponsored Adr (LYG) 0.0 $148k 29k 5.03
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Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $118k +2% 32k 3.65
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Adt (ADT) 0.0 $93k -37% 14k 6.57
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Ambev Sa Sponsored Adr (ABEV) 0.0 $64k +27% 22k 2.92
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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