Riversedge Advisors, LLC Purchases in Q3 2024

Riversedge Advisors, LLC

  • $412 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UITB
Usaa ETF Tr Core Intermediate

ETFs
122K
+ 22.48%
$45.71 - $48.29 $5.58M - $5.9M
665K $31.9M
DFIV
Dimensional ETF Tr

ETFs
82.9K
+ 19.17%
$34.66 - $38.38 $2.87M - $3.18M
515K $19.6M
RSP
Invesco S&P 500 Equal Weight E

ETFs
7.88K
+ 6.71%
$162.83 - $179.16 $1.28M - $1.41M
125K $22.5M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
50.7K
+ 66.44%
$50.15 - $51.27 $2.54M - $2.6M
127K $6.51M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
5.96K
+ 1.11%
$48.51 - $52.86 $289K - $315K
540K $28.6M
AAPL
Apple Inc.

Technology
393
+ 0.43%
$207.23 - $234.82 $81.4K - $92.3K
92.3K $21.5M
SCHA
Schwab Strategic Tr Us Small C

ETFs
5.33K
+ 1.66%
$46.9 - $51.96 $250K - $277K
325K $16.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.53K
+ 1.61%
$41.9 - $48.26 $190K - $218K
285K $13.6M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.82K
+ 1.48%
$56.04 - $62.99 $214K - $241K
261K $16M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
11.3K
+ 6.78%
$36.06 - $37.66 $406K - $424K
177K $6.67M
PLTR
Palantir Technologies Inc.

Technology
8.67K
+ 83.6%
$24.09 - $37.95 $209K - $329K
19K $708K
VBR
Vanguard Small Cap Value ETF

ETFs
433
+ 3.5%
$179.99 - $201.6 $77.9K - $87.3K
12.8K $2.57M
VBK
Vanguard Small Cap Growth ETF

ETFs
88
+ 0.6%
$240.48 - $267.94 $21.2K - $23.6K
14.7K $3.92M
BMY
Bristol Myers Squibb CO

Healthcare
5.05K
New
$39.66 - $51.75 $200K - $261K
5.05K $261K
UNH
Unitedhealth Group Inc

Healthcare
387
New
$488.01 - $604.18 $189K - $234K
387 $226K
VUG
Vanguard Growth ETF

ETFs
14
+ 0.06%
$341.08 - $391.94 $4.78K - $5.49K
22.1K $8.49M
SAP
Sap Se

Technology
944
New
$197.21 - $231.0 $186K - $218K
944 $216K
BX
Blackstone Inc.

Financial Services
1.38K
New
$120.77 - $159.66 $167K - $221K
1.38K $211K
TSLA
Tesla, Inc.

Consumer Cyclical
792
New
$191.76 - $263.26 $152K - $209K
792 $207K
NFLX
Netflix Inc

Communication Services
285
New
$598.55 - $722.26 $171K - $206K
285 $202K
BLDR
Builders First Source, Inc.

Industrials
1.04K
New
$132.6 - $201.83 $138K - $211K
1.04K $202K
XOM
Exxon Mobil Corp

Energy
1.73K
New
$109.72 - $119.0 $189K - $205K
1.73K $202K
HYD
Vaneck High Yield Muni ETF

ETFs
2.18K
+ 3.6%
$51.46 - $53.07 $112K - $116K
62.7K $3.33M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
1.89K
New
$72.18 - $107.33 $136K - $203K
1.89K $200K
SCHV
Schwab Strategic Tr Us Large C

ETFs
271
+ 1.14%
$73.43 - $80.37 $19.9K - $21.8K
24.1K $1.94M
META
Meta Platforms, Inc.

Communication Services
75
+ 5.83%
$453.41 - $572.44 $34K - $42.9K
1.36K $779K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
17
+ 0.84%
$405.19 - $478.57 $6.89K - $8.14K
2.05K $941K
MCO
Moodys Corp

Financial Services
8
+ 0.42%
$421.49 - $494.67 $3.37K - $3.96K
1.93K $917K
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12
+ 0.01%
$25.38 - $26.27 $305 - $315
130K $3.4M
ABBV
Abb Vie Inc.

Healthcare
85
+ 2.45%
$163.84 - $199.33 $13.9K - $16.9K
3.56K $702K
MCD
Mcdonalds Corp

Consumer Cyclical
33
+ 2.0%
$245.82 - $304.51 $8.11K - $10K
1.69K $513K
IVV
Ishares Core S&P 500 ETF

ETFs
5
+ 0.17%
$520.18 - $576.82 $2.6K - $2.88K
2.96K $1.71M
HD
Home Depot, Inc.

Consumer Cyclical
74
+ 7.99%
$333.64 - $405.2 $24.7K - $30K
1K $405K
JNJ
Johnson & Johnson

Healthcare
106
+ 2.44%
$145.48 - $167.38 $15.4K - $17.7K
4.45K $721K
MUB
Ishares National Muni Bond ETF

ETFs
340
+ 1.58%
$106.13 - $108.7 $36.1K - $37K
21.8K $2.37M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
6
+ 0.18%
$256.4 - $289.78 $1.54K - $1.74K
3.39K $962K
CRM
Salesforce, Inc.

Technology
122
+ 6.79%
$238.42 - $276.53 $29.1K - $33.7K
1.92K $525K
JPM
Jpmorgan Chase & CO

Financial Services
206
+ 9.38%
$194.9 - $224.8 $40.1K - $46.3K
2.4K $506K
AVGO
Broadcom Inc.

Technology
2.32K
+ 976.79%
$136.27 - $1745.86 $315K - $4.04M
2.55K $440K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
967
+ 8.51%
$47.01 - $48.2 $45.5K - $46.6K
12.3K $593K
COST
Costco Wholesale Corp

Consumer Defensive
12
+ 1.4%
$801.83 - $917.05 $9.62K - $11K
870 $771K
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.08%
$84.77 - $97.13 $848 - $971
12.7K $1.22M
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 1.13%
$416.14 - $494.01 $3.75K - $4.45K
808 $396K
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.2%
$255.18 - $283.2 $1.28K - $1.42K
2.52K $714K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
320
+ 2.81%
$25.45 - $29.53 $8.14K - $9.45K
11.7K $341K
ADP
Automatic Data Processing Inc

Industrials
16
+ 1.85%
$233.44 - $279.45 $3.74K - $4.47K
879 $243K
ABT
Abbott Laboratories

Healthcare
22
+ 0.67%
$100.07 - $118.13 $2.2K - $2.6K
3.33K $379K
ABEV
Ambev S.A.

Consumer Defensive
12.7K
New
$2.04 - $2.44 $25.9K - $30.9K
12.7K $30K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.11%
$475.2 - $527.7 $475 - $528
875 $461K
Activity Summary
Buys All Purchases 65 New Holdings 11 Increased Positions 54 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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