Riverbend Wealth Management, LLC Portfolio Holdings

Riverbend Wealth Management, LLC

  • $112 Billion
  • Q4 2024

Riverbend Wealth Management, LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $112 Billion distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $8.53B, Wisdomtree Tr Us Quality Divid with a value of $6.18B, Apple Inc. with a value of $5.59B, Invesco Qqq Trust, Series 1 with a value of $4.19B, and Microsoft Corp with a value of $3.32B.

Examining the 13F form we can see an increase of $112B in the current position value.

Riverbend Wealth Management, LLC is based out at Myrtle Beach, SC

Below you can find more details about Riverbend Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $52.7 Billion
Technology: $17.9 Billion
Financial Services: $10.5 Billion
Healthcare: $6.04 Billion
Communication Services: $5.97 Billion
Consumer Cyclical: $5.68 Billion
Consumer Defensive: $3.31 Billion
Energy: $2.62 Billion
Other: $3.63 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$94.4B
$315 Million 0.28% of portfolio
6,018
Q4 2024 New
$224B
$312 Million 0.28% of portfolio
599
Q4 2024 New
$125B
$299 Million 0.27% of portfolio
2,997
Q4 2024 New
$5.2B
$306 Million 0.27% of portfolio
8,154
Q4 2024 New
$106B
$279 Million 0.25% of portfolio
1,310
Q4 2024 New
$88.5B
$274 Million 0.24% of portfolio
2,524
Q4 2024 New
$24.9B
$258 Million 0.23% of portfolio
2,276
Q4 2024 New
$192B
$260 Million 0.23% of portfolio
711
Q4 2024 New
$48.3B
$252 Million 0.22% of portfolio
1,410
Q4 2024 New
$462B
$248 Million 0.22% of portfolio
260
Q4 2024 New
$138B
$234 Million 0.21% of portfolio
1,029
Q4 2024 New
$120B
$237 Million 0.21% of portfolio
2,955
Q4 2024 New
$46.9B
$241 Million 0.21% of portfolio
121
Q4 2024 New
$93.7B
$223 Million 0.2% of portfolio
601
Q4 2024 New
$36.1B
$222 Million 0.2% of portfolio
2,025
Q4 2024 New
$237B
$209 Million 0.19% of portfolio
1,647
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $112 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 07, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 114 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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