Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $412 Million
  • Q3 2024

Riversedge Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $412 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $41.6M, Usaa ETF Tr Core Intermediate with a value of $31.9M, Spdr Portfolio with a value of $30.5M, Spdr Portfolio S&P 500 Value E with a value of $28.6M, and Ishares Tr with a value of $25M.

Examining the 13F form we can see an increase of $16.3M in the current position value, from $396M to 412M.

Below you can find more details about Riversedge Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $412 Million
ETFs: $365 Million
Technology: $30.1 Million
Healthcare: $3.55 Million
Financial Services: $3.48 Million
Communication Services: $3.27 Million
Consumer Cyclical: $2.94 Million
Energy: $1.55 Million
Industrials: $1.32 Million
Other: $1.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.6 Million 10.1% of portfolio
612,981
Q3 2024 Reduced 3.11%
$0
$31.9 Million 7.74% of portfolio
665,386
Q3 2024 Added 22.48%
$0
$30.5 Million 7.4% of portfolio
367,674
Q3 2024 Reduced 0.44%
$0
$28.6 Million 6.94% of portfolio
540,478
Q3 2024 Added 1.11%
$0
$25 Million 6.08% of portfolio
320,860
Q3 2024 Reduced 13.55%
$0
$22.9 Million 5.56% of portfolio
557,347
Q3 2024 Reduced 1.19%
$0
$22.5 Million 5.45% of portfolio
125,426
Q3 2024 Added 6.71%
$4.15T
$21.5 Million 5.22% of portfolio
92,255
Q3 2024 Added 0.43%
$0
$19.6 Million 4.76% of portfolio
515,301
Q3 2024 Added 19.17%
$0
$16.8 Million 4.07% of portfolio
325,384
Q3 2024 Added 1.66%
$0
$16 Million 3.88% of portfolio
261,310
Q3 2024 Added 1.48%
$0
$14.9 Million 3.62% of portfolio
282,466
Q3 2024 Reduced 0.14%
$0
$13.6 Million 3.31% of portfolio
285,134
Q3 2024 Added 1.61%
$0
$8.49 Million 2.06% of portfolio
22,104
Q3 2024 Added 0.06%
$0
$7.57 Million 1.84% of portfolio
148,172
Q3 2024 Reduced 2.76%
$0
$6.72 Million 1.63% of portfolio
72,642
Q3 2024 Reduced 3.32%
$0
$6.51 Million 1.58% of portfolio
126,988
Q3 2024 Added 66.44%
$0
$5.38 Million 1.31% of portfolio
30,820
Q3 2024 Added 1.0%
$0
$5.27 Million 1.28% of portfolio
25,421
Q3 2024 Reduced 0.78%
$0
$4.72 Million 1.14% of portfolio
114,243
Q3 2024 Reduced 1.12%
$0
$3.92 Million 0.95% of portfolio
14,658
Q3 2024 Added 0.6%
$0
$3.4 Million 0.83% of portfolio
129,612
Q3 2024 Added 0.01%
$0
$3.33 Million 0.81% of portfolio
62,667
Q3 2024 Added 3.6%
$3.27T
$2.95 Million 0.72% of portfolio
6,850
Q3 2024 Reduced 1.69%
$349B
$2.86 Million 0.69% of portfolio
23,579
Q3 2024 Reduced 0.53%
$0
$2.57 Million 0.62% of portfolio
12,792
Q3 2024 Added 3.5%
$0
$2.37 Million 0.57% of portfolio
21,797
Q3 2024 Added 1.58%
$0
$1.94 Million 0.47% of portfolio
24,126
Q3 2024 Added 1.14%
$0
$1.71 Million 0.41% of portfolio
2,961
Q3 2024 Added 0.17%
$1.17T
$1.4 Million 0.34% of portfolio
8,418
Q3 2024 Reduced 0.24%
$0
$1.22 Million 0.3% of portfolio
12,725
Q3 2024 Added 0.08%
$0
$1.23 Million 0.3% of portfolio
2,098
Q3 2024 Reduced 3.23%
$2.33T
$1.12 Million 0.27% of portfolio
6,014
Q3 2024 Reduced 2.53%
$0
$1.11 Million 0.27% of portfolio
6,563
Q3 2024 Reduced 0.47%
$597B
$941,000 0.23% of portfolio
2,045
Q3 2024 Added 0.84%
$0
$962,000 0.23% of portfolio
3,388
Q3 2024 Added 0.18%
$88B
$917,000 0.22% of portfolio
1,934
Q3 2024 Added 0.42%
$1.2T
$890,000 0.22% of portfolio
5,327
Q3 2024 Added 0.17%
$424B
$771,000 0.19% of portfolio
870
Q3 2024 Added 1.4%
$0
$788,000 0.19% of portfolio
17,398
Q3 2023 Added 0.46%
$1.37T
$779,000 0.19% of portfolio
1,362
Q3 2024 Added 5.83%
$381B
$721,000 0.18% of portfolio
4,452
Q3 2024 Added 2.44%
$162B
$708,000 0.17% of portfolio
19,036
Q3 2024 Added 83.6%
$0
$714,000 0.17% of portfolio
2,524
Q3 2024 Added 0.2%
$318B
$702,000 0.17% of portfolio
3,555
Q3 2024 Added 2.45%
$0
$596,000 0.14% of portfolio
13,117
Q3 2024 Reduced 3.25%
$0
$593,000 0.14% of portfolio
12,326
Q3 2024 Added 8.51%
$344B
$525,000 0.13% of portfolio
1,920
Q3 2024 Added 6.79%
$282B
$547,000 0.13% of portfolio
3,718
Q3 2024 Added 0.16%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $412 Million
  • Prior Value $396 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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