Riverbend Wealth Management, LLC Purchases in Q4 2025

Riverbend Wealth Management, LLC

  • $161 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
4.54K
+ 39.73%
$142.79 - $150.05 $648K - $681K
16K $2.37B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15K
+ 48.96%
$37.61 - $39.41 $566K - $593K
45.8K $1.81B
LLY
Eli Lilly & CO

Healthcare
78
+ 4.56%
$799.57 - $1025.28 $62.4K - $80K
1.79K $1.92B
MS
Morgan Stanley

Financial Services
3.13K
+ 187.07%
$151.86 - $169.92 $475K - $531K
4.8K $852M
Ge Vernova Inc
867
New
N/A
867 $567M
AAPL
Apple Inc.

Technology
562
+ 2.42%
$245.27 - $275.25 $138K - $155K
23.8K $6.47B
MRK
Merck & Co., Inc.

Healthcare
2.07K
+ 13.64%
$82.49 - $92.93 $171K - $193K
17.3K $1.82B
EMB
Ishares Tr

ETFs
5.56K
New
$94.63 - $97.03 $526K - $540K
5.56K $536M
RTX
Raytheon Technologies Corp

Industrials
2.32K
+ 62.51%
$157.0 - $179.44 $365K - $417K
6.04K $1.11B
IAU
Ishares Gold Trust

ETFs
4.68K
+ 63.32%
$72.65 - $82.5 $340K - $386K
12.1K $979M
GS
Goldman Sachs Group Inc

Financial Services
430
New
$744.6 - $838.97 $320K - $361K
430 $378M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.82K
+ 4.96%
$87.0 - $90.6 $333K - $346K
80.8K $7.23B
IXUS
Ishares Tr

ETFs
4.36K
New
$81.21 - $85.27 $354K - $372K
4.36K $369M
VT
Vanguard Total World Stk Index

ETFs
2.26K
New
$135.16 - $141.78 $306K - $321K
2.26K $319M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
6.84K
New
$41.14 - $42.95 $281K - $294K
6.84K $298M
GOOG
Alphabet Inc.

Communication Services
6
+ 0.14%
$237.49 - $291.74 $1.42K - $1.75K
4.2K $1.32B
C
Citigroup Inc

Financial Services
570
+ 3.77%
$93.93 - $102.87 $53.5K - $58.6K
15.7K $1.83B
AVDV
American Centy ETF Tr Avantis

ETFs
3.04K
New
$87.37 - $90.92 $266K - $277K
3.04K $286M
RECS
Columbia ETF Tr I

ETFs
6.76K
+ 41.65%
$39.39 - $41.32 $266K - $279K
23K $938M
MCK
Mckesson Corp

Healthcare
346
New
$738.06 - $859.37 $255K - $297K
346 $284M
Alps ETF Tr
11.2K
+ 7.07%
N/A
170K $4.42B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.39K
New
$31.28 - $33.46 $262K - $281K
8.39K $277M
ASML
Asml Holding Nv

Technology
246
New
$936.19 - $1075.45 $230K - $265K
246 $263M
FLRN
Spdr Bloomberg Investment Grad

ETFs
8.19K
New
$30.72 - $30.86 $252K - $253K
8.19K $252M
VCIT
Vanguard Intermediate Term Cor

ETFs
3.02K
+ 13.88%
$83.45 - $84.82 $252K - $256K
24.8K $2.07B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.79K
+ 38.61%
$42.71 - $43.27 $247K - $251K
20.8K $885M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.48K
+ 36.11%
$57.9 - $61.26 $201K - $213K
13.1K $798M
CRH.L
Crh PLC

Basic Materials
1.54K
+ 22.56%
N/A
8.38K $1.05B
AXP
American Express CO

Financial Services
169
+ 4.05%
$316.26 - $372.77 $53.4K - $63K
4.34K $1.61B
SCHW
Schwab Charles Corp

Financial Services
2.2K
New
$91.91 - $97.71 $202K - $215K
2.2K $220M
NEE
Nextera Energy Inc

Utilities
2.68K
New
$78.18 - $86.03 $210K - $231K
2.68K $215M
QQQ
Invesco Qqq Trust, Series 1

ETFs
155
+ 1.83%
$589.5 - $635.77 $91.4K - $98.5K
8.65K $5.31B
AOA
Ishares Tr Core Aggressive All

ETFs
2.35K
New
$86.51 - $90.12 $203K - $211K
2.35K $210M
IRBO
Ishares Robotics & Artificial

ETFs
4.24K
New
N/A
4.24K $204M
ALL
Allstate Corp

Financial Services
969
New
$190.0 - $214.3 $184K - $208K
969 $202M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
661
New
$280.66 - $305.09 $186K - $202K
661 $201M
JNJ
Johnson & Johnson

Healthcare
424
+ 8.78%
$185.98 - $199.58 $78.9K - $84.6K
5.25K $1.09B
SPAB
Spdr Portfolio Aggregate Bond

ETFs
7.14K
+ 35.44%
$25.75 - $26.12 $184K - $186K
27.3K $703M
Dimensional ETF Trust
2.09K
+ 16.8%
N/A
14.5K $1.07B
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
4.22K
+ 44.29%
$36.33 - $37.89 $153K - $160K
13.7K $528M
WMT
Walmart Inc.

Consumer Defensive
562
+ 4.58%
$101.18 - $109.03 $56.9K - $61.3K
12.8K $1.43B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
3.47K
+ 48.17%
$45.63 - $46.44 $158K - $161K
10.7K $487M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
3.13K
+ 46.38%
$51.27 - $51.8 $161K - $162K
9.89K $494M
AMGN
Amgen Inc

Healthcare
147
+ 6.76%
$290.13 - $341.71 $42.6K - $50.2K
2.32K $759M
BAC
Bank Of America Corp

Financial Services
1.15K
+ 4.74%
$48.65 - $54.11 $55.9K - $62.2K
25.4K $1.4B
CRM
Salesforce, Inc.

Technology
250
+ 8.87%
$235.69 - $263.41 $58.9K - $65.9K
3.07K $813M
JPM
Jpmorgan Chase & CO

Financial Services
296
+ 4.54%
$294.11 - $320.41 $87.1K - $94.8K
6.82K $2.2B
DGRO
Ishares Core Dividend Growth E

ETFs
977
+ 1.92%
$66.93 - $69.17 $65.4K - $67.6K
51.8K $3.6B
Pimco ETF Tr
5.35K
+ 7.73%
N/A
74.5K $1.99B
Activity Summary
Buys All Purchases 120 New Holdings 17 Increased Positions 103 Sells All Sells 16 Reductions 16 Sold out 0 Options Calls 0 Puts 3
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