Riversedge Advisors

Riversedge Advisors as of June 30, 2025

Portfolio Holdings for Riversedge Advisors

Riversedge Advisors holds 126 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Large Cap Etf (VV) 12.1 $62M 218k 285.30
Ishares Tr Core Msci Intl (IDEV) 8.9 $46M 599k 76.04
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 8.4 $43M 587k 73.63
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 6.6 $34M 352k 95.32
Spdr Series Trust Prtflo S&p500 Vl (SPYV) 5.2 $26M 504k 52.34
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 5.1 $26M 528k 49.46
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.8 $25M 1.1M 22.10
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.6 $24M 131k 181.74
Ishares Tr Core Msci Eafe (IEFA) 3.7 $19M 224k 83.48
Apple (AAPL) 3.5 $18M 87k 205.17
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 3.2 $16M 285k 57.01
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 2.9 $15M 304k 49.03
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 2.7 $14M 574k 24.44
Vanguard Index Fds Growth Etf (VUG) 2.4 $12M 28k 438.39
Ishares Tr Core S&p Scp Etf (IJR) 2.2 $11M 104k 109.29
Vanguard Index Fds Value Etf (VTV) 1.7 $8.9M 50k 176.74
Vanguard Admiral Fds Smlcp 600 Val (VIOV) 1.7 $8.8M 103k 85.57
Vanguard Charlotte Fds Total Int Bd Etf (BNDX) 1.7 $8.5M 172k 49.51
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.0 $5.0M 198k 25.30
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 1.0 $4.9M 24k 208.47
Spdr Index Shs Fds Portfolio Emg Mk (SPEM) 0.9 $4.7M 110k 42.74
Microsoft Corporation (MSFT) 0.9 $4.5M 9.1k 497.43
Grayscale Bitcoin Mini Tr Et Shs New (BTC) 0.8 $4.2M 89k 47.75
NVIDIA Corporation (NVDA) 0.8 $4.0M 25k 157.99
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.7 $3.4M 12k 276.95
Palantir Technologies Cl A (PLTR) 0.6 $3.0M 22k 136.32
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.5 $2.8M 46k 61.21
Ishares Tr Broad Usd High (USHY) 0.5 $2.8M 74k 37.51
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.4 $2.2M 81k 27.67
Ishares Tr Core S&p500 Etf (IVV) 0.4 $2.2M 3.5k 620.95
Amazon (AMZN) 0.4 $2.1M 9.5k 219.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.4 $2.0M 10k 195.02
Alphabet Cap Stk Cl A (GOOGL) 0.3 $1.8M 10k 176.22
Ishares Tr National Mun Etf (MUB) 0.3 $1.7M 17k 104.48
Meta Platforms Cl A (META) 0.3 $1.5M 2.0k 738.09
Ishares Tr S&p 500 Grwt Etf (IVW) 0.3 $1.5M 13k 110.10
Vanguard World Inf Tech Etf (VGT) 0.3 $1.4M 2.1k 663.21
Vaneck Etf Trust High Yld Munietf (HYD) 0.3 $1.3M 27k 50.21
Alphabet Cap Stk Cl C (GOOG) 0.2 $1.2M 6.9k 177.40
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $1.1M 2.3k 485.77
Broadcom (AVGO) 0.2 $1.1M 4.0k 275.65
Spdr Series Trust Nuveen Ice High (HYMB) 0.2 $1.0M 42k 24.78
Ishares Tr Rus 2000 Grw Etf (IWO) 0.2 $1.0M 3.6k 285.89
Moody's Corporation (MCO) 0.2 $1.0M 2.0k 501.59
Costco Wholesale Corporation (COST) 0.2 $1.0M 1.0k 989.95
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $964k 4.3k 226.49
JPMorgan Chase & Co. (JPM) 0.2 $913k 3.2k 289.91
Select Sector Spdr Tr Financial (XLF) 0.2 $911k 17k 52.37
Spdr Series Trust Ssga Us Lrg Etf (LGLV) 0.2 $862k 4.9k 174.60
Tesla Motors (TSLA) 0.2 $827k 2.6k 317.66
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $743k 2.4k 303.95
Abbvie (ABBV) 0.1 $700k 3.8k 185.60
Johnson & Johnson (JNJ) 0.1 $654k 4.3k 152.77
McDonald's Corporation (MCD) 0.1 $625k 2.1k 292.20
Visa Com Cl A (V) 0.1 $615k 1.7k 355.06
Netflix (NFLX) 0.1 $583k 435.00 1339.13
Victory Portfolios Ii Vcshs Intl Volty 0.1 $574k 11k 50.51
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) 0.1 $558k 4.9k 114.43
Chevron Corporation (CVX) 0.1 $554k 3.9k 143.19
Home Depot (HD) 0.1 $523k 1.4k 366.65
Intuitive Surgical Com New (ISRG) 0.1 $507k 932.00 543.41
Spdr Series Trust Portfolio S&p500 (SPYM) 0.1 $503k 6.9k 72.69
Bank of America Corporation (BAC) 0.1 $502k 11k 47.32
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $499k 879.00 567.89
Abbott Laboratories (ABT) 0.1 $497k 3.7k 136.01
Spdr Series Trust Nuveen Ice Short (SHM) 0.1 $465k 9.7k 47.83
Ishares Tr Shrt Nat Mun Etf (SUB) 0.1 $433k 4.1k 106.34
Sap Se Spon Adr (SAP) 0.1 $429k 1.4k 304.10
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $412k 3.6k 113.41
HSBC HLDGS Spon Adr New (HSBC) 0.1 $388k 6.4k 60.79
Lincoln Electric Holdings (LECO) 0.1 $384k 1.9k 207.32
Texas Pacific Land Corp (TPL) 0.1 $377k 357.00 1055.59
Mastercard Incorporated Cl A (MA) 0.1 $369k 656.00 562.27
At&t (T) 0.1 $367k 13k 28.94
Capital One Financial (COF) 0.1 $366k 1.7k 212.76
Ishares Tr Rus 1000 Grw Etf (IWF) 0.1 $356k 838.00 424.73
Citigroup Com New (C) 0.1 $337k 4.0k 85.11
Asml Holding N V N Y Registry Shs (ASML) 0.1 $337k 420.00 801.39
Novartis Sponsored Adr (NVS) 0.1 $336k 2.8k 121.01
Automatic Data Processing (ADP) 0.1 $319k 1.0k 308.46
Ishares Core Msci Emkt (IEMG) 0.1 $308k 5.1k 60.03
Huron Consulting (HURN) 0.1 $307k 2.2k 137.54
Marriott Intl Cl A (MAR) 0.1 $303k 1.1k 273.26
Constellation Energy (CEG) 0.1 $302k 935.00 322.60
Coca-Cola Company (KO) 0.1 $302k 4.3k 70.74
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $295k 9.8k 30.14
Ishares Tr Msci Eafe Etf (EFA) 0.1 $288k 3.2k 89.40
Intuit (INTU) 0.1 $285k 362.00 788.20
Astrazeneca Sponsored Adr 0.1 $284k 4.1k 69.88
Rbc Cad (RY) 0.1 $283k 2.2k 131.55
Eaton Corp SHS (ETN) 0.1 $283k 792.00 356.99
Sony Group Corp Sponsored Adr (SONY) 0.1 $282k 11k 26.03
Shell Spon Ads (SHEL) 0.1 $280k 4.0k 70.41
Synchrony Financial (SYF) 0.1 $278k 4.2k 66.74
Oracle Corporation (ORCL) 0.1 $271k 1.2k 218.62
Unilever Spon Adr New 0.1 $271k 4.4k 61.17
Exxon Mobil Corporation (XOM) 0.1 $270k 2.5k 107.81
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.1 $267k 433.00 617.38
Hartford Financial Services (HIG) 0.1 $261k 2.1k 126.87
Blackstone Group Inc Com Cl A (BX) 0.1 $260k 1.7k 149.56
Goldman Sachs (GS) 0.1 $258k 365.00 706.99
Devon Energy Corporation (DVN) 0.0 $253k 8.0k 31.81
O'reilly Automotive (ORLY) 0.0 $252k 2.8k 90.13
Vanguard Index Fds Mid Cap Etf (VO) 0.0 $247k 884.00 279.83
Icici Bank Adr (IBN) 0.0 $246k 7.3k 33.64
Philip Morris International (PM) 0.0 $242k 1.3k 182.09
Travelers Companies (TRV) 0.0 $236k 884.00 267.46
Bristol Myers Squibb (BMY) 0.0 $235k 5.1k 46.29
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) 0.0 $230k 3.9k 58.59
Linde SHS (LIN) 0.0 $229k 488.00 469.18
Eli Lilly & Co. (LLY) 0.0 $228k 293.00 779.53
Adobe Systems Incorporated (ADBE) 0.0 $224k 578.00 386.88
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.0 $223k 7.6k 29.21
Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) 0.0 $221k 16k 13.72
Servicenow (NOW) 0.0 $220k 214.00 1028.08
Toronto Dominion Bk Ont Com New (TD) 0.0 $220k 3.0k 73.45
Axon Enterprise (AXON) 0.0 $213k 257.00 827.94
Banco Santander Adr (SAN) 0.0 $212k 26k 8.30
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.0 $211k 741.00 284.39
Toyota Motor Corp Ads (TM) 0.0 $208k 1.2k 172.26
Genuine Parts Company (GPC) 0.0 $205k 1.7k 121.31
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $200k 979.00 204.60
Lloyds Banking Group Sponsored Adr (LYG) 0.0 $109k 26k 4.25
Mizuho Financial Group Sponsored Adr (MFG) 0.0 $94k 17k 5.56
Banco Bradesco S A Sp Adr Pfd New (BBD) 0.0 $86k 28k 3.09
Ambev Sa Sponsored Adr (ABEV) 0.0 $51k 21k 2.41