Riverbend Wealth Management, LLC Incresed Positions 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
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
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
AMZN
Amazon Com Inc

Consumer Cyclical
1.26K
+ 10.14%
$213.04 - $254.0 $269K - $321K
13.7K $3.17B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.82K
+ 4.96%
$87.0 - $90.6 $333K - $346K
80.8K $7.23B
C
Citigroup Inc

Financial Services
570
+ 3.77%
$93.93 - $102.87 $53.5K - $58.6K
15.7K $1.83B
RECS
Columbia ETF Tr I

ETFs
6.76K
+ 41.65%
$39.39 - $41.32 $266K - $279K
23K $938M
Alps ETF Tr
11.2K
+ 7.07%
N/A
170K $4.42B
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
QQQ
Invesco Qqq Trust, Series 1

ETFs
155
+ 1.83%
$589.5 - $635.77 $91.4K - $98.5K
8.65K $5.31B
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
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.13K
+ 5.03%
$56.0 - $57.6 $119K - $123K
44.4K $2.54B
VEU
Vanguard Ftse All World Ex Us

ETFs
1.58K
+ 29.85%
$70.2 - $73.89 $111K - $117K
6.86K $505M
CEG
Constellation Energy Corp

Utilities
160
+ 6.25%
$335.74 - $401.43 $53.7K - $64.2K
2.72K $961M
RSP
Invesco S&P 500 Equal Weight E

ETFs
496
+ 4.05%
$185.12 - $192.11 $91.8K - $95.3K
12.7K $2.44B
EFV
Msci Eafe Value ETF

ETFs
752
+ 4.35%
$66.73 - $70.99 $50.2K - $53.4K
18K $1.29B
DIVO
Amplify ETF Tr Amplify Cwp Enh

ETFs
2.37K
+ 46.29%
$43.6 - $45.68 $103K - $108K
7.48K $333M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
384
+ 2.1%
$137.47 - $143.13 $52.8K - $55K
18.7K $2.68B
TMO
Thermo Fisher Scientific Inc.

Healthcare
50
+ 6.61%
$524.58 - $588.02 $26.2K - $29.4K
806 $467M
LQD
Ishares Iboxx $ Investment Gra

ETFs
939
+ 33.9%
$110.25 - $112.92 $104K - $106K
3.71K $409M
AMD
Advanced Micro Devices Inc

Technology
112
+ 8.02%
$164.01 - $264.33 $18.4K - $29.6K
1.51K $323M
XOM
Exxon Mobil Corp

Energy
342
+ 5.21%
$110.64 - $119.78 $37.8K - $41K
6.9K $831M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
220
+ 15.15%
$160.66 - $181.39 $35.3K - $39.9K
1.67K $348M
BMY
Bristol Myers Squibb CO

Healthcare
321
+ 3.99%
$42.6 - $49.08 $13.7K - $15.8K
8.36K $451M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
1.61K
+ 5.09%
$54.74 - $57.0 $88.2K - $91.9K
33.3K $1.87B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.79K
+ 40.98%
$49.98 - $50.22 $89.7K - $90.1K
6.17K $305M
CSCO
Cisco Systems, Inc.

Technology
365
+ 5.83%
$67.46 - $78.0 $24.6K - $28.5K
6.63K $510M
PEP
Pepsico Inc

Consumer Defensive
457
+ 9.52%
$138.84 - $153.71 $63.4K - $70.2K
5.26K $755M
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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