Riversedge Advisors
Latest statistics and disclosures from Riversedge Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IEFA, SCHX, UITB, SPYG, SPYV, and represent 44.69% of Riversedge Advisors's stock portfolio.
- Added to shares of these 10 stocks: AAPL (+$8.7M), UITB (+$6.8M), JMUB, IEFA, EMXC, USHY, VBK, ASML, VWO, IWF.
- Started 10 new stock positions in IWF, IEMG, ASML, QCOM, BLDR, BBD, ETN, GBTC, ADP, TPL.
- Reduced shares in these 10 stocks: IGSB, SCHX, VTEB, SCHA, VEA, BND, RSP, CALF, VIOV, V.
- Sold out of its position in BND.
- Riversedge Advisors was a net buyer of stock by $20M.
- Riversedge Advisors has $406M in assets under management (AUM), dropping by 11.15%.
- Central Index Key (CIK): 0001787663
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Portfolio Holdings for Riversedge Advisors
Riversedge Advisors holds 88 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core Msci Eafe (IEFA) | 13.5 | $55M | +4% | 739k | 74.22 |
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| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 10.6 | $43M | 694k | 62.06 |
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| Victory Portfolios Ii Core Intermediat (UITB) | 7.1 | $29M | +30% | 625k | 46.38 |
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| Spdr Ser Tr Prtflo S&p500 Gw (SPYG) | 6.8 | $28M | 375k | 73.15 |
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| Spdr Ser Tr Prtflo S&p500 Vl (SPYV) | 6.6 | $27M | 538k | 50.10 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 5.5 | $22M | 571k | 39.02 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.4 | $18M | 105k | 169.37 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 4.0 | $16M | -2% | 327k | 49.24 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 3.9 | $16M | -2% | 317k | 50.17 |
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| Apple (AAPL) | 3.9 | $16M | +123% | 91k | 171.48 |
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| Ishares Msci Emrg Chn (EMXC) | 3.5 | $14M | +14% | 250k | 57.57 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 2.6 | $11M | +2% | 255k | 41.77 |
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| Pacer Fds Tr Pacer Us Small (CALF) | 2.6 | $11M | 216k | 49.16 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.1 | $8.4M | -6% | 166k | 50.60 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.9 | $7.6M | 22k | 344.19 |
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| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.7 | $6.8M | -2% | 77k | 88.42 |
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| Ishares Tr Broad Usd High (USHY) | 1.4 | $5.8M | +8% | 158k | 36.59 |
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| Vanguard Index Fds Value Etf (VTV) | 1.3 | $5.4M | 33k | 162.86 |
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| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 1.3 | $5.3M | 27k | 197.10 |
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| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 1.1 | $4.4M | -2% | 121k | 36.19 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 1.0 | $4.2M | -36% | 82k | 51.28 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.9 | $3.7M | +11% | 14k | 260.72 |
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| J P Morgan Exchange Traded F Municipal Etf (JMUB) | 0.9 | $3.5M | +164% | 70k | 50.74 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.9 | $3.5M | 136k | 25.69 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.8 | $3.2M | +4% | 61k | 52.26 |
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| Microsoft Corporation (MSFT) | 0.7 | $2.8M | +8% | 6.6k | 420.73 |
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| Ishares Tr National Mun Etf (MUB) | 0.6 | $2.5M | -4% | 23k | 107.60 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.6 | $2.3M | +9% | 12k | 191.89 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.1M | +4% | 2.4k | 903.70 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $1.8M | 24k | 75.98 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $1.6M | 3.0k | 525.76 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.3M | 15k | 84.44 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $1.2M | +3% | 7.9k | 150.93 |
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| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.1M | -2% | 2.2k | 524.37 |
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| Spdr Ser Tr Ssga Us Lrg Etf (LGLV) | 0.3 | $1.1M | -6% | 7.1k | 155.74 |
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| Amazon (AMZN) | 0.3 | $1.1M | +12% | 5.9k | 180.38 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $931k | 3.4k | 270.83 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $791k | +18% | 1.9k | 420.52 |
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| Moody's Corporation (MCO) | 0.2 | $760k | 1.9k | 393.03 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $738k | +4% | 4.8k | 152.26 |
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| Select Sector Spdr Tr Financial (XLF) | 0.2 | $733k | 17k | 42.12 |
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| Johnson & Johnson (JNJ) | 0.2 | $707k | +13% | 4.5k | 158.19 |
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| Victory Portfolios Ii Vcshs Intl Volty (CIL) | 0.2 | $659k | 15k | 43.16 |
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| Abbvie (ABBV) | 0.2 | $634k | +3% | 3.5k | 182.09 |
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| Costco Wholesale Corporation (COST) | 0.2 | $619k | +5% | 845.00 | 732.31 |
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| Spdr Ser Tr Nuveen Blmbrg Sh (SHM) | 0.2 | $618k | 13k | 47.44 |
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| Meta Platforms Cl A (META) | 0.1 | $604k | +13% | 1.2k | 485.58 |
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| Chevron Corporation (CVX) | 0.1 | $580k | +3% | 3.7k | 157.75 |
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| McDonald's Corporation (MCD) | 0.1 | $564k | +3% | 2.0k | 281.94 |
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| salesforce (CRM) | 0.1 | $558k | -4% | 1.9k | 301.18 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $500k | 1.9k | 259.91 |
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| Lincoln Electric Holdings (LECO) | 0.1 | $473k | 1.9k | 255.44 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $433k | 901.00 | 480.48 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $411k | +3% | 2.1k | 200.32 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $407k | +11% | 3.2k | 128.40 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $402k | -16% | 3.8k | 104.73 |
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| Abbott Laboratories (ABT) | 0.1 | $392k | -24% | 3.4k | 113.65 |
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| Bank of America Corporation (BAC) | 0.1 | $369k | -15% | 9.7k | 37.92 |
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| Home Depot (HD) | 0.1 | $369k | +11% | 961.00 | 383.70 |
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| Merck & Co (MRK) | 0.1 | $345k | +5% | 2.6k | 131.95 |
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| Devon Energy Corporation (DVN) | 0.1 | $343k | +3% | 6.8k | 50.18 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $336k | +26% | 2.5k | 136.05 |
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| Visa Com Cl A (V) | 0.1 | $331k | -34% | 1.2k | 278.99 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $314k | +5% | 786.00 | 399.09 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $310k | NEW | 319.00 | 970.47 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.1 | $308k | 1.3k | 239.73 |
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| Bristol Myers Squibb (BMY) | 0.1 | $292k | +4% | 5.4k | 54.23 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $290k | 12k | 25.25 |
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| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $290k | NEW | 860.00 | 337.17 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $288k | +4% | 571.00 | 504.60 |
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| Broadcom (AVGO) | 0.1 | $283k | +17% | 213.00 | 1327.34 |
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| Coca-Cola Company (KO) | 0.1 | $274k | +7% | 4.5k | 61.19 |
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| Marriott Intl Cl A (MAR) | 0.1 | $267k | +2% | 1.1k | 252.38 |
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| Eaton Corp SHS (ETN) | 0.1 | $265k | NEW | 846.00 | 312.68 |
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| Genuine Parts Company (GPC) | 0.1 | $262k | 1.7k | 154.93 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $258k | 3.2k | 79.86 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 0.1 | $243k | 6.8k | 35.71 |
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| Qualcomm (QCOM) | 0.1 | $226k | NEW | 1.3k | 169.31 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $225k | 429.00 | 523.37 |
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| Automatic Data Processing (ADP) | 0.1 | $219k | NEW | 876.00 | 249.80 |
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| Builders FirstSource (BLDR) | 0.1 | $218k | NEW | 1.0k | 208.55 |
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| Huron Consulting (HURN) | 0.1 | $216k | 2.2k | 96.62 |
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| Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC) | 0.1 | $209k | NEW | 3.3k | 63.17 |
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| Texas Pacific Land Corp (TPL) | 0.1 | $206k | NEW | 356.00 | 578.07 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $203k | NEW | 3.9k | 51.60 |
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| Banco Santander Adr (SAN) | 0.0 | $59k | +19% | 12k | 4.84 |
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| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $38k | +31% | 15k | 2.59 |
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| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $30k | NEW | 11k | 2.86 |
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Past Filings by Riversedge Advisors
SEC 13F filings are viewable for Riversedge Advisors going back to 2019
- 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
- Riversedge Advisors 2020 Q3 filed Nov. 12, 2020
- Riversedge Advisors 2020 Q2 filed Aug. 3, 2020