Riverbend Wealth Management, LLC Purchases in Q4 2024

Riverbend Wealth Management, LLC

  • $112 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
Dimensional ETF Trust
9.58K
New
N/A
9.58K $599M
FITB
Fifth Third Bancorp

Financial Services
14.2K
New
$41.76 - $48.44 $591K - $686K
14.2K $599M
Blackrock Inc
567
New
N/A
567 $590M
ADBE
Adobe Inc.

Technology
1.32K
New
$437.39 - $552.96 $578K - $730K
1.32K $587M
PEP
Pepsico Inc

Consumer Defensive
3.57K
New
$151.29 - $176.1 $540K - $628K
3.57K $544M
ABBV
Abb Vie Inc.

Healthcare
3K
New
$164.99 - $203.87 $495K - $611K
3K $534M
MCD
Mcdonalds Corp

Consumer Cyclical
1.8K
New
$288.47 - $316.54 $519K - $569K
1.8K $523M
IFRA
Ishares Tr

ETFs
11.2K
New
$45.94 - $51.71 $513K - $577K
11.2K $519M
NEE
Nextera Energy Inc

Utilities
7.1K
New
$69.77 - $85.43 $495K - $606K
7.1K $511M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
18K
New
$28.24 - $29.18 $509K - $526K
18K $511M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
4K
New
$121.89 - $135.52 $488K - $542K
4K $500M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
5K
New
$99.2 - $108.47 $496K - $542K
5K $498M
IWN
Ishares Russell2000 Val ETF

ETFs
3K
New
$162.69 - $181.35 $488K - $544K
3K $493M
CSCO
Cisco Systems, Inc.

Technology
8.2K
New
$52.45 - $60.02 $430K - $492K
8.2K $486M
GD
General Dynamics Corp

Industrials
1.83K
New
$260.28 - $314.03 $476K - $574K
1.83K $485M
LMT
Lockheed Martin Corp

Industrials
962
New
$479.66 - $614.62 $461K - $591K
962 $471M
LNG
Cheniere Energy, Inc.

Energy
2.17K
New
$181.07 - $225.92 $393K - $491K
2.17K $470M
AMGN
Amgen Inc

Healthcare
1.78K
New
$258.78 - $328.31 $460K - $584K
1.78K $469M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.48K
New
$176.42 - $186.91 $438K - $464K
2.48K $443M
BMY
Bristol Myers Squibb CO

Healthcare
7.69K
New
$51.92 - $59.94 $399K - $461K
7.69K $436M
SNX
Td Synnex Corp

Technology
3.7K
New
$114.71 - $125.79 $424K - $465K
3.7K $435M
TXN
Texas Instruments Inc

Technology
2.28K
New
N/A
2.28K $429M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1K
New
$417.69 - $450.94 $419K - $452K
1K $427M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.6K
New
$26.93 - $84.95 $420K - $1.33M
15.6K $426M
RTX
Raytheon Technologies Corp

Industrials
3.66K
New
$114.45 - $127.21 $419K - $466K
3.66K $426M
VUG
Vanguard Growth ETF

ETFs
989
New
$378.79 - $428.11 $375K - $423K
989 $406M
NVO
Novo Nordisk A S

Healthcare
4.66K
New
$85.0 - $120.04 $396K - $559K
4.66K $401M
LOW
Lowes Companies Inc

Consumer Cyclical
1.56K
New
$244.52 - $284.07 $382K - $444K
1.56K $386M
PLW
Invesco 1 30 Laddered Treasury

ETFs
14.2K
New
N/A
14.2K $385M
IAU
Ishares Gold Trust

ETFs
7.28K
New
$48.37 - $52.65 $352K - $384K
7.28K $361M
PSX
Phillips 66

Energy
3.14K
New
$110.35 - $138.93 $346K - $436K
3.14K $360M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
8.67K
New
$41.17 - $43.34 $357K - $376K
8.67K $358M
DECK
Deckers Outdoor Corp

Consumer Cyclical
1.75K
New
$152.04 - $211.12 $266K - $370K
1.75K $356M
KO
Coca Cola CO

Consumer Defensive
5.62K
New
$61.74 - $71.71 $347K - $403K
5.62K $351M
UBER
Uber Technologies, Inc

Technology
5.57K
New
$59.93 - $86.34 $334K - $480K
5.57K $336M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.75K
New
$183.23 - $199.79 $321K - $350K
1.75K $325M
MO
Altria Group, Inc.

Consumer Defensive
6.02K
New
$49.06 - $57.74 $295K - $347K
6.02K $315M
TMO
Thermo Fisher Scientific Inc.

Healthcare
599
New
$501.29 - $612.85 $300K - $367K
599 $312M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
12.3K
New
$24.94 - $26.14 $307K - $322K
12.3K $308M
UBSI
United Bankshares Inc

Financial Services
8.15K
New
$35.53 - $43.29 $290K - $353K
8.15K $306M
COP
Conocophillips

Energy
3K
New
$95.12 - $114.72 $285K - $344K
3K $299M
MUB
Ishares National Muni Bond ETF

ETFs
2.79K
New
$105.78 - $108.7 $295K - $303K
2.79K $297M
RECS
Columbia ETF Tr I

ETFs
8.15K
New
$33.61 - $36.42 $274K - $297K
8.15K $282M
ADI
Analog Devices Inc

Technology
1.31K
New
$206.35 - $236.48 $270K - $310K
1.31K $279M
DUK
Duke Energy Corp

Utilities
2.52K
New
$105.76 - $120.76 $267K - $305K
2.52K $274M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.3K
New
$113.92 - $127.38 $262K - $293K
2.3K $265M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
486
New
$521.84 - $558.82 $254K - $272K
486 $262M
CAT
Caterpillar Inc

Industrials
711
New
$360.37 - $416.88 $256K - $296K
711 $260M
TROW
Price T Rowe Group Inc

Financial Services
2.28K
New
$106.48 - $124.69 $242K - $284K
2.28K $258M
Activity Summary
Buys All Purchases 114 New Holdings 114 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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