Riversedge Advisors, LLC Purchases in Q4 2024

Riversedge Advisors, LLC

  • $418 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.46%
$521.84 - $558.82 $2.09K - $2.24K
879 $473K
ABT
Abbott Laboratories

Healthcare
127
+ 3.82%
$111.93 - $119.39 $14.2K - $15.2K
3.45K $390K
ASML
Asml Holding Nv

Technology
76
+ 25.94%
$658.43 - $872.27 $50K - $66.3K
369 $255K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 2.64%
$442.29 - $483.08 $23.9K - $26.1K
2.1K $951K
CVX
Chevron Corp

Energy
132
+ 3.55%
$141.15 - $162.53 $18.6K - $21.5K
3.85K $557K
VV
Vanguard Large Cap ETF

ETFs
5
+ 0.39%
$260.27 - $280.65 $1.3K - $1.4K
1.29K $348K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.23%
$567.81 - $607.81 $568 - $608
433 $253K
MCO
Moodys Corp

Financial Services
17
+ 0.88%
$454.04 - $500.88 $7.72K - $8.51K
1.95K $923K
XOM
Exxon Mobil Corp

Energy
190
+ 11.01%
$105.51 - $125.37 $20K - $23.8K
1.92K $206K
SAN
Banco Santander, S.A.

Financial Services
2.15K
+ 14.25%
$4.49 - $5.05 $9.64K - $10.8K
17.2K $78K
Victory Portfolios Ii
6.25K
+ 1.58%
N/A
403K $0
MCD
Mcdonalds Corp

Consumer Cyclical
87
+ 5.16%
$288.47 - $316.54 $25.1K - $27.5K
1.77K $513K
DVN
Devon Energy Corp

Energy
994
+ 13.55%
$30.52 - $42.96 $30.3K - $42.7K
8.33K $272K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
2.31K
+ 1.82%
$50.02 - $51.24 $116K - $119K
129K $6.48M
ABBV
Abb Vie Inc.

Healthcare
84
+ 2.36%
$164.99 - $203.87 $13.9K - $17.1K
3.64K $646K
SCHA
Schwab Strategic Tr Us Small C

ETFs
320K
+ 98.42%
$25.33 - $51.16 $8.11M - $16.4M
646K $16.7M
NVO
Novo Nordisk A S

Healthcare
245
+ 6.95%
$85.0 - $120.04 $20.8K - $29.4K
3.77K $324K
VTV
Vanguard Value ETF

ETFs
125
+ 0.41%
$168.32 - $181.87 $21K - $22.7K
30.9K $5.24M
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
1.24K
+ 1.08%
$38.37 - $42.82 $47.5K - $53K
115K $4.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.09K
+ 0.87%
$174.22 - $187.62 $189K - $204K
127K $22.2M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
3.67K
+ 0.68%
$51.09 - $55.27 $188K - $203K
544K $27.8M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.53K
+ 0.89%
$44.04 - $49.49 $111K - $125K
288K $12.7M
DFIV
Dimensional ETF Tr

ETFs
4.13K
+ 0.8%
$34.86 - $37.97 $144K - $157K
519K $18.4M
VEA
Vanguard Ftse Developed Market

ETFs
3.93K
+ 1.39%
$47.57 - $52.44 $187K - $206K
286K $13.7M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
573K
+ 102.75%
$18.41 - $40.87 $10.5M - $23.4M
1.13M $20.9M
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Riversedge Advisors, LLC Portfolio

Follow Riversedge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Riversedge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riversedge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email