Riversedge Advisors as of Sept. 30, 2025
Portfolio Holdings for Riversedge Advisors
Riversedge Advisors holds 198 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Vanguard Index Fds Large Cap Etf (VV) | 11.9 | $71M | 232k | 307.86 | |
| Ishares Tr Core Msci Intl (IDEV) | 8.6 | $51M | 637k | 80.17 | |
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 7.5 | $45M | 603k | 74.37 | |
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 6.1 | $36M | 347k | 104.51 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 4.9 | $29M | 535k | 54.18 | |
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 4.5 | $27M | 482k | 55.33 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 4.4 | $26M | 137k | 189.70 | |
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 4.3 | $26M | 1.1M | 23.28 | |
| Apple (AAPL) | 3.9 | $24M | 92k | 254.63 | |
| Ishares Tr Core Msci Eafe (IEFA) | 3.2 | $19M | 217k | 87.31 | |
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 2.8 | $17M | 284k | 59.92 | |
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 2.7 | $16M | 322k | 50.07 | |
| Vanguard Index Fds Growth Etf (VUG) | 2.4 | $14M | 30k | 479.62 | |
| Ishares Tr Core S&p Scp Etf (IJR) | 2.3 | $14M | 116k | 118.83 | |
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 2.0 | $12M | 451k | 26.34 | |
| Grayscale Bitcoin Mini Tr Et Shs New (BTC) | 1.9 | $12M | 226k | 50.63 | |
| Vanguard Index Fds Value Etf (VTV) | 1.7 | $10M | 55k | 186.49 | |
| Vanguard Admiral Fds Smlcp 600 Val (VIOV) | 1.7 | $9.9M | 104k | 95.22 | |
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 1.5 | $8.8M | 178k | 49.46 | |
| NVIDIA Corporation (NVDA) | 1.0 | $6.1M | 33k | 186.58 | |
| Microsoft Corporation (MSFT) | 1.0 | $6.0M | 12k | 517.96 | |
| Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) | 0.9 | $5.5M | 23k | 233.78 | |
| Spdr Index Shs Fds Portfolio Emg Mk (SPEM) | 0.9 | $5.1M | 109k | 46.81 | |
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.7 | $4.4M | 157k | 27.90 | |
| Palantir Technologies Cl A (PLTR) | 0.7 | $4.2M | 23k | 182.42 | |
| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 0.6 | $3.5M | 12k | 297.62 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.6 | $3.4M | 53k | 65.00 | |
| Ishares Tr Broad Usd High (USHY) | 0.5 | $3.0M | 79k | 37.78 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.9M | 12k | 243.09 | |
| Amazon (AMZN) | 0.5 | $2.7M | 12k | 219.58 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.4 | $2.3M | 3.5k | 669.25 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $2.3M | 79k | 29.11 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.4 | $2.1M | 8.7k | 243.54 | |
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.3 | $2.0M | 9.7k | 208.71 | |
| Meta Platforms Cl A (META) | 0.3 | $1.9M | 2.6k | 734.38 | |
| Broadcom (AVGO) | 0.3 | $1.8M | 5.4k | 329.91 | |
| Ishares Tr National Mun Etf (MUB) | 0.3 | $1.7M | 16k | 106.49 | |
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.3 | $1.6M | 13k | 120.72 | |
| Tesla Motors (TSLA) | 0.3 | $1.6M | 3.5k | 444.72 | |
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $1.5M | 2.0k | 746.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.4M | 2.8k | 502.74 | |
| Grayscale Ethereum Mini Tr E Shs New (ETH) | 0.2 | $1.4M | 36k | 39.18 | |
| Vaneck Etf Trust High Yld Munietf (HYD) | 0.2 | $1.3M | 26k | 50.90 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.3M | 4.1k | 315.44 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.3M | 4.5k | 279.29 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.2 | $1.2M | 1.9k | 612.31 | |
| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.2 | $1.1M | 3.6k | 320.05 | |
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.1M | 3.3k | 328.17 | |
| Abbvie (ABBV) | 0.2 | $1.0M | 4.5k | 231.52 | |
| Costco Wholesale Corporation (COST) | 0.2 | $983k | 1.1k | 925.20 | |
| Spdr Series Trust Nuveen Ice High (HYMB) | 0.2 | $973k | 39k | 24.93 | |
| Johnson & Johnson (JNJ) | 0.2 | $971k | 5.2k | 185.44 | |
| Moody's Corporation (MCO) | 0.2 | $968k | 2.0k | 476.48 | |
| Select Sector Spdr Tr Financial (XLF) | 0.2 | $937k | 17k | 53.87 | |
| Vanguard Admiral Fds SMLCP 600 GRTH (VIOG) | 0.1 | $804k | 6.6k | 121.76 | |
| Spdr Series Trust Ssga Us Lrg Etf (LGLV) | 0.1 | $727k | 4.1k | 178.18 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $721k | 9.8k | 73.46 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.1 | $715k | 4.0k | 178.73 | |
| Visa Com Cl A (V) | 0.1 | $714k | 2.1k | 341.40 | |
| Chevron Corporation (CVX) | 0.1 | $710k | 4.6k | 155.30 | |
| McDonald's Corporation (MCD) | 0.1 | $705k | 2.3k | 303.90 | |
| Bank of America Corporation (BAC) | 0.1 | $642k | 12k | 51.59 | |
| Home Depot (HD) | 0.1 | $622k | 1.5k | 405.20 | |
| Victory Portfolios Ii Vcshs Intl Volty (CIL) | 0.1 | $588k | 11k | 51.60 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $588k | 1.0k | 569.04 | |
| Spdr Series Trust Portfolio S&p500 (SPLG) | 0.1 | $573k | 7.3k | 78.34 | |
| Netflix (NFLX) | 0.1 | $553k | 461.00 | 1198.92 | |
| Capital One Financial (COF) | 0.1 | $552k | 2.6k | 212.58 | |
| Procter & Gamble Company (PG) | 0.1 | $548k | 3.6k | 153.64 | |
| Wal-Mart Stores (WMT) | 0.1 | $529k | 5.1k | 103.07 | |
| Adobe Systems Incorporated (ADBE) | 0.1 | $526k | 1.5k | 352.75 | |
| Citigroup Com New (C) | 0.1 | $521k | 5.1k | 101.50 | |
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $513k | 7.2k | 70.98 | |
| Abbott Laboratories (ABT) | 0.1 | $503k | 3.8k | 133.94 | |
| Merck & Co (MRK) | 0.1 | $490k | 5.8k | 83.93 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $483k | 4.3k | 112.76 | |
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $480k | 4.5k | 106.79 | |
| Oracle Corporation (ORCL) | 0.1 | $480k | 1.7k | 281.24 | |
| Expedia Group Com New (EXPE) | 0.1 | $476k | 2.2k | 213.75 | |
| Spdr Series Trust Nuveen Ice Short (SHM) | 0.1 | $472k | 9.8k | 48.22 | |
| Lincoln Electric Holdings (LECO) | 0.1 | $467k | 2.0k | 235.83 | |
| Ge Aerospace Com New (GE) | 0.1 | $414k | 1.4k | 300.84 | |
| Devon Energy Corporation (DVN) | 0.1 | $411k | 12k | 35.06 | |
| At&t (T) | 0.1 | $411k | 15k | 28.24 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $410k | 423.00 | 968.09 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $407k | 3.2k | 128.24 | |
| O'reilly Automotive (ORLY) | 0.1 | $396k | 3.7k | 107.81 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $395k | 884.00 | 447.23 | |
| UnitedHealth (UNH) | 0.1 | $392k | 1.1k | 345.44 | |
| Synchrony Financial (SYF) | 0.1 | $392k | 5.5k | 71.05 | |
| Travelers Companies (TRV) | 0.1 | $391k | 1.4k | 279.17 | |
| Roblox Corp Cl A (RBLX) | 0.1 | $383k | 2.8k | 138.52 | |
| Sap Se Spon Adr (SAP) | 0.1 | $382k | 1.4k | 267.21 | |
| Intel Corporation (INTC) | 0.1 | $379k | 11k | 33.55 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $377k | 804.00 | 468.58 | |
| Goldman Sachs (GS) | 0.1 | $376k | 472.00 | 795.69 | |
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $374k | 4.9k | 76.72 | |
| Bristol Myers Squibb (BMY) | 0.1 | $369k | 8.2k | 45.10 | |
| Linde SHS (LIN) | 0.1 | $367k | 772.00 | 475.00 | |
| Rbc Cad (RY) | 0.1 | $366k | 2.5k | 147.32 | |
| Philip Morris International (PM) | 0.1 | $360k | 2.2k | 162.18 | |
| Eli Lilly & Co. (LLY) | 0.1 | $360k | 472.00 | 763.00 | |
| Texas Pacific Land Corp (TPL) | 0.1 | $360k | 386.00 | 932.98 | |
| Pepsi (PEP) | 0.1 | $351k | 2.5k | 140.45 | |
| General Dynamics Corporation (GD) | 0.1 | $350k | 1.0k | 341.15 | |
| Eaton Corp SHS (ETN) | 0.1 | $342k | 915.00 | 374.25 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $342k | 12k | 28.79 | |
| Amphenol Corp Cl A (APH) | 0.1 | $339k | 2.7k | 123.75 | |
| Ishares Core Msci Emkt (IEMG) | 0.1 | $337k | 5.1k | 65.92 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.1 | $336k | 1.1k | 293.74 | |
| Micron Technology (MU) | 0.1 | $335k | 2.0k | 167.32 | |
| PNC Financial Services (PNC) | 0.1 | $334k | 1.7k | 200.93 | |
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $329k | 5.3k | 62.22 | |
| Huron Consulting (HURN) | 0.1 | $328k | 2.2k | 146.77 | |
| Mueller Industries (MLI) | 0.1 | $328k | 3.2k | 101.11 | |
| Shell Spon Ads (SHEL) | 0.1 | $326k | 4.6k | 71.53 | |
| Blackstone Group Inc Com Cl A (BX) | 0.1 | $324k | 1.9k | 170.82 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $323k | 1.5k | 215.85 | |
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $314k | 9.4k | 33.37 | |
| Constellation Energy (CEG) | 0.1 | $312k | 949.00 | 328.91 | |
| Automatic Data Processing (ADP) | 0.1 | $308k | 1.1k | 293.56 | |
| Hartford Financial Services (HIG) | 0.1 | $308k | 2.3k | 133.39 | |
| Ge Vernova (GEV) | 0.1 | $303k | 493.00 | 614.90 | |
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $301k | 3.2k | 93.38 | |
| Mitsubishi Ufj Finl Group In Sponsored Ads (MUFG) | 0.1 | $300k | 19k | 15.94 | |
| Snowflake Com Shs (SNOW) | 0.1 | $299k | 1.3k | 225.55 | |
| Banco Santander Adr (SAN) | 0.0 | $298k | 28k | 10.48 | |
| Chubb (CB) | 0.0 | $295k | 1.0k | 282.25 | |
| Hca Holdings (HCA) | 0.0 | $292k | 685.00 | 426.20 | |
| Marriott Intl Cl A (MAR) | 0.0 | $291k | 1.1k | 260.49 | |
| Ametek (AME) | 0.0 | $291k | 1.5k | 187.94 | |
| Lam Research Corp Com New (LRCX) | 0.0 | $290k | 2.2k | 133.90 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.0 | $289k | 434.00 | 665.89 | |
| Uber Technologies (UBER) | 0.0 | $283k | 2.9k | 97.97 | |
| Otis Worldwide Corp (OTIS) | 0.0 | $280k | 3.1k | 91.42 | |
| Coca-Cola Company (KO) | 0.0 | $279k | 4.2k | 66.31 | |
| Toyota Motor Corp Ads (TM) | 0.0 | $277k | 1.5k | 191.09 | |
| Unilever Spon Adr New (UL) | 0.0 | $276k | 4.7k | 59.28 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $273k | 557.00 | 490.38 | |
| Intuit (INTU) | 0.0 | $269k | 394.00 | 683.36 | |
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $268k | 3.4k | 79.95 | |
| Lyft Cl A Com (LYFT) | 0.0 | $267k | 12k | 22.01 | |
| Ubiquiti (UI) | 0.0 | $267k | 404.00 | 660.58 | |
| Hldgs (UAL) | 0.0 | $267k | 2.8k | 96.50 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $263k | 2.8k | 95.47 | |
| Bank of New York Mellon Corporation (BK) | 0.0 | $263k | 2.4k | 108.96 | |
| AutoZone (AZO) | 0.0 | $262k | 61.00 | 4290.25 | |
| Palo Alto Networks (PANW) | 0.0 | $261k | 1.3k | 203.62 | |
| FedEx Corporation (FDX) | 0.0 | $257k | 1.1k | 235.86 | |
| PG&E Corporation (PCG) | 0.0 | $255k | 17k | 15.08 | |
| Servicenow (NOW) | 0.0 | $254k | 276.00 | 920.28 | |
| Arista Networks Com Shs (ANET) | 0.0 | $253k | 1.7k | 145.71 | |
| Fox Corp Cl A Com (FOXA) | 0.0 | $249k | 4.0k | 63.06 | |
| Pulte (PHM) | 0.0 | $249k | 1.9k | 132.13 | |
| Verisign (VRSN) | 0.0 | $248k | 887.00 | 279.57 | |
| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.0 | $248k | 2.5k | 99.03 | |
| Ishares Msci Gbl Gold Mn (RING) | 0.0 | $247k | 3.8k | 64.71 | |
| salesforce (CRM) | 0.0 | $242k | 1.0k | 237.00 | |
| Airbnb Com Cl A (ABNB) | 0.0 | $242k | 2.0k | 121.42 | |
| Newmont Mining Corporation (NEM) | 0.0 | $241k | 2.9k | 84.31 | |
| Tapestry (TPR) | 0.0 | $238k | 2.1k | 113.22 | |
| Booking Holdings (BKNG) | 0.0 | $238k | 44.00 | 5399.27 | |
| Everest Re Group (EG) | 0.0 | $237k | 677.00 | 350.23 | |
| Northern Trust Corporation (NTRS) | 0.0 | $234k | 1.7k | 134.60 | |
| Genuine Parts Company (GPC) | 0.0 | $234k | 1.7k | 138.60 | |
| eBay (EBAY) | 0.0 | $233k | 2.6k | 90.95 | |
| Blackrock (BLK) | 0.0 | $228k | 196.00 | 1164.39 | |
| Valero Energy Corporation (VLO) | 0.0 | $227k | 1.3k | 170.23 | |
| D.R. Horton (DHI) | 0.0 | $227k | 1.3k | 169.47 | |
| Zscaler Incorporated (ZS) | 0.0 | $225k | 750.00 | 299.66 | |
| Verizon Communications (VZ) | 0.0 | $224k | 5.1k | 43.95 | |
| Icici Bank Adr (IBN) | 0.0 | $221k | 7.3k | 30.23 | |
| Pinnacle Financial Partners (PNFP) | 0.0 | $221k | 2.4k | 93.79 | |
| Technipfmc (FTI) | 0.0 | $221k | 5.6k | 39.45 | |
| TJX Companies (TJX) | 0.0 | $220k | 1.5k | 144.53 | |
| Medpace Hldgs (MEDP) | 0.0 | $219k | 426.00 | 514.16 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $218k | 730.00 | 297.91 | |
| Comfort Systems USA (FIX) | 0.0 | $216k | 262.00 | 825.18 | |
| Vanguard Index Fds Mcap Gr Idxvip (VOT) | 0.0 | $216k | 734.00 | 293.79 | |
| Ubs Group SHS (UBS) | 0.0 | $215k | 5.3k | 41.00 | |
| Qualcomm (QCOM) | 0.0 | $215k | 1.3k | 166.34 | |
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $215k | 471.00 | 456.00 | |
| Marsh & McLennan Companies (MMC) | 0.0 | $215k | 1.1k | 201.53 | |
| Wells Fargo & Company (WFC) | 0.0 | $213k | 2.5k | 83.82 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $212k | 6.2k | 34.16 | |
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $211k | 11k | 19.25 | |
| Phillips 66 (PSX) | 0.0 | $211k | 1.6k | 136.04 | |
| Molina Healthcare (MOH) | 0.0 | $211k | 1.1k | 191.36 | |
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $208k | 1.4k | 145.63 | |
| General Motors Company (GM) | 0.0 | $204k | 3.3k | 60.97 | |
| Extra Space Storage (EXR) | 0.0 | $204k | 1.4k | 140.94 | |
| Best Buy (BBY) | 0.0 | $202k | 2.7k | 75.62 | |
| Kinder Morgan (KMI) | 0.0 | $201k | 7.1k | 28.31 | |
| Adt (ADT) | 0.0 | $178k | 20k | 8.71 | |
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $133k | 20k | 6.70 | |
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $126k | 28k | 4.54 | |
| Banco Bradesco S A Sp Adr Pfd New (BBD) | 0.0 | $99k | 29k | 3.38 | |
| Ambev Sa Sponsored Adr (ABEV) | 0.0 | $40k | 18k | 2.23 |
