Riversedge Advisors

Riversedge Advisors as of March 31, 2025

Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 118 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 9.0 $41M 551k 73.45
Ishares Tr Core Msci Intl (IDEV) 7.9 $35M 512k 68.89
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 6.4 $29M 360k 80.37
Vanguard Index Fds Large Cap Etf (VV) 6.4 $29M 112k 257.03
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 6.2 $28M 542k 51.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 5.6 $25M 1.1M 22.08
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 5.2 $24M 136k 173.23
Schwab Strategic Tr Intl Eqty Etf (SCHF) 5.0 $22M 1.1M 19.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 4.7 $21M 464k 45.26
Ishares Tr Core Msci Eafe (IEFA) 4.5 $20M 264k 75.65
Apple (AAPL) 4.4 $20M 89k 222.13
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $14M 282k 50.83
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.9 $13M 260k 49.62
Vanguard Index Fds Growth Etf (VUG) 2.0 $8.8M 24k 370.82
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 2.0 $8.8M 181k 48.82
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.5 $6.9M 293k 23.43
Ishares Tr Core S&p Scp Etf (IJR) 1.5 $6.7M 65k 104.57
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.3 $6.0M 72k 83.91
Vanguard Index Fds Value Etf (VTV) 1.3 $5.9M 34k 172.74
Ishares Msci Emrg Chn (EMXC) 1.1 $4.8M 87k 55.09
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.0 $4.5M 24k 186.36
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 1.0 $4.5M 114k 39.37
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.8 $3.7M 15k 251.78
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.7 $2.9M 63k 46.81
Victory Portfolios Ii Victoryshares Sm (SFLO) 0.6 $2.7M 111k 24.53
Spdr Ser Tr Nuveen Bloomberg (HYMB) 0.6 $2.5M 99k 25.22
Microsoft Corporation (MSFT) 0.6 $2.5M 6.6k 375.41
NVIDIA Corporation (NVDA) 0.5 $2.4M 22k 108.38
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.5 $2.4M 13k 186.28
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.5 $2.1M 79k 26.58
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.5 $2.1M 57k 36.49
Ishares Tr National Mun Etf (MUB) 0.4 $1.9M 18k 105.44
Ishares Tr Broad Usd High (USHY) 0.4 $1.9M 51k 36.81
Ishares Tr Core S&p500 Etf (IVV) 0.4 $1.8M 3.2k 561.85
Vaneck Etf Trust High Yld Munietf (HYD) 0.4 $1.8M 35k 51.18
Palantir Technologies Cl A (PLTR) 0.4 $1.7M 21k 84.40
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.4M 8.9k 154.63
Amazon (AMZN) 0.3 $1.3M 6.8k 190.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $1.3M 2.4k 532.58
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.3 $1.2M 25k 50.00
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.2M 13k 92.83
Vanguard World Inf Tech Etf (VGT) 0.3 $1.1M 2.1k 542.46
Spdr Ser Tr Ssga Us Lrg Etf (LGLV) 0.2 $1.0M 6.0k 174.05
Meta Platforms Cl A (META) 0.2 $957k 1.7k 576.36
Costco Wholesale Corporation (COST) 0.2 $951k 1.0k 945.36
Moody's Corporation (MCO) 0.2 $922k 2.0k 465.69
Dimensional Etf Trust Internatnal Val (DFIV) 0.2 $921k 23k 39.36
Alphabet Cap Stk Cl C (GOOG) 0.2 $917k 5.9k 156.23
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $897k 3.5k 255.56
Select Sector Spdr Tr Financial (XLF) 0.2 $867k 17k 49.81
Harbor Etf Trust Internatnal Comp (OSEA) 0.2 $783k 30k 26.54
Abbvie (ABBV) 0.2 $770k 3.7k 209.52
JPMorgan Chase & Co. (JPM) 0.2 $714k 2.9k 245.27
Johnson & Johnson (JNJ) 0.2 $704k 4.2k 165.86
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $693k 2.5k 274.85
Chevron Corporation (CVX) 0.2 $692k 4.1k 167.28
McDonald's Corporation (MCD) 0.1 $637k 2.0k 312.43
Visa Com Cl A (V) 0.1 $606k 1.7k 350.45
Victory Portfolios Ii Vcshs Intl Volty 0.1 $578k 13k 45.33
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $564k 12k 47.60
Broadcom (AVGO) 0.1 $529k 3.2k 167.43
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $516k 3.1k 166.00
Texas Pacific Land Corp (TPL) 0.1 $490k 370.00 1324.02
Abbott Laboratories (ABT) 0.1 $485k 3.7k 132.64
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $480k 3.6k 132.23
Spdr Ser Tr Portfolio S&p500 (SPYM) 0.1 $455k 6.9k 65.76
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $453k 882.00 513.79
Home Depot (HD) 0.1 $442k 1.2k 366.50
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $431k 4.1k 105.61
Intuitive Surgical Com New (ISRG) 0.1 $429k 867.00 495.27
Exxon Mobil Corporation (XOM) 0.1 $429k 3.6k 118.94
Bank of America Corporation (BAC) 0.1 $407k 9.8k 41.73
Devon Energy Corporation (DVN) 0.1 $398k 11k 37.40
Sap Se Spon Adr (SAP) 0.1 $384k 1.4k 268.44
Mastercard Incorporated Cl A (MA) 0.1 $372k 678.00 548.42
Netflix (NFLX) 0.1 $356k 382.00 932.53
Asml Holding N V N Y Registry Shs (ASML) 0.1 $354k 534.00 662.63
HSBC HLDGS Spon Adr New (HSBC) 0.1 $352k 6.1k 57.43
Lincoln Electric Holdings (LECO) 0.1 $350k 1.9k 189.16
Shell Spon Ads (SHEL) 0.1 $345k 4.7k 73.28
At&t (T) 0.1 $337k 12k 28.28
Bristol Myers Squibb (BMY) 0.1 $332k 5.4k 60.99
Astrazeneca Sponsored Adr 0.1 $331k 4.5k 73.50
Huron Consulting (HURN) 0.1 $321k 2.2k 143.45
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $310k 11k 27.57
Eli Lilly & Co. (LLY) 0.1 $310k 375.00 825.91
Coca-Cola Company (KO) 0.1 $308k 4.3k 71.63
Automatic Data Processing (ADP) 0.1 $307k 1.0k 305.59
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $303k 839.00 361.22
Tesla Motors (TSLA) 0.1 $299k 1.2k 259.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $293k 524.00 559.81
UnitedHealth (UNH) 0.1 $292k 558.00 524.02
ConocoPhillips (COP) 0.1 $279k 2.7k 105.01
Ishares Tr Msci Eafe Etf (EFA) 0.1 $278k 3.4k 81.73
O'reilly Automotive (ORLY) 0.1 $267k 186.00 1432.58
Novartis Sponsored Adr (NVS) 0.1 $264k 2.4k 111.48
Marriott Intl Cl A (MAR) 0.1 $257k 1.1k 238.24
Novo-nordisk A S Adr (NVO) 0.1 $257k 3.7k 69.44
Citigroup Com New (C) 0.1 $239k 3.4k 71.00
Sony Group Corp Sponsored Adr (SONY) 0.1 $237k 9.3k 25.39
Eaton Corp SHS (ETN) 0.1 $230k 846.00 271.83
Linde SHS (LIN) 0.1 $225k 483.00 465.64
Toyota Motor Corp Ads (TM) 0.0 $223k 1.3k 176.53
salesforce (CRM) 0.0 $218k 814.00 268.36
Ishares Core Msci Emkt (IEMG) 0.0 $218k 4.0k 53.98
Rbc Cad (RY) 0.0 $209k 1.9k 112.72
Hartford Financial Services (HIG) 0.0 $208k 1.7k 123.73
Adobe Systems Incorporated (ADBE) 0.0 $207k 539.00 383.53
Oracle Corporation (ORCL) 0.0 $202k 1.4k 139.80
Genuine Parts Company (GPC) 0.0 $201k 1.7k 119.14
Blackstone Group Inc Com Cl A (BX) 0.0 $201k 1.4k 139.75
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $194k 14k 13.63
Banco Santander Adr (SAN) 0.0 $147k 22k 6.70
Vale S A Sponsored Ads (VALE) 0.0 $105k 11k 9.98
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $101k 18k 5.51
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $89k 23k 3.82
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $55k 25k 2.23
Ambev Sa Sponsored Adr (ABEV) 0.0 $45k 19k 2.33