Riversedge Advisors, LLC Purchases in Q3 2025

Riversedge Advisors, LLC

  • $578 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
BBY
Best Buy CO Inc

Consumer Cyclical
2.68K
New
$64.12 - $78.46 $172K - $210K
2.68K $202K
KMI
Kinder Morgan, Inc.

Energy
7.09K
New
$26.23 - $28.5 $186K - $202K
7.09K $200K
COF
Capital One Financial Corp

Financial Services
874
+ 50.75%
$207.29 - $229.74 $181K - $201K
2.6K $551K
C
Citigroup Inc

Financial Services
1.18K
+ 29.69%
$85.57 - $103.49 $101K - $122K
5.13K $520K
ADT
Adt Inc.

Industrials
20.4K
New
$8.27 - $8.85 $169K - $181K
20.4K $178K
USHY
Ishares Tr Broad Usd High Yiel

ETFs
4.12K
+ 5.55%
$37.14 - $37.85 $153K - $156K
78.5K $2.96M
DVN
Devon Energy Corp

Energy
3.77K
+ 47.32%
$31.75 - $36.99 $120K - $139K
11.7K $411K
CVX
Chevron Corp

Energy
704
+ 18.2%
$145.57 - $161.83 $102K - $114K
4.57K $710K
TRV
Travelers Companies, Inc.

Financial Services
517
+ 58.48%
$250.62 - $279.43 $130K - $144K
1.4K $391K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
879
+ 31.43%
$89.32 - $107.82 $78.5K - $94.8K
3.68K $396K
BMY
Bristol Myers Squibb CO

Healthcare
3.11K
+ 61.29%
$43.31 - $48.98 $134K - $152K
8.17K $368K
LLY
Eli Lilly & CO

Healthcare
179
+ 61.09%
$625.65 - $812.69 $112K - $145K
472 $360K
HSBC
Hsbc Holdings PLC

Financial Services
842
+ 13.19%
$60.27 - $70.98 $50.7K - $59.8K
7.23K $512K
PM
Philip Morris International Inc.

Consumer Defensive
894
+ 67.37%
$157.77 - $183.27 $141K - $164K
2.22K $360K
GS
Goldman Sachs Group Inc

Financial Services
107
+ 29.32%
$696.56 - $806.32 $74.5K - $86.3K
472 $375K
SYF
Synchrony Financial

Financial Services
1.35K
+ 32.45%
$67.53 - $76.86 $91.2K - $104K
5.51K $391K
V
Visa Inc.

Financial Services
361
+ 20.85%
$332.09 - $358.86 $120K - $130K
2.09K $714K
HD
Home Depot, Inc.

Consumer Cyclical
110
+ 7.72%
$357.4 - $423.42 $39.3K - $46.6K
1.54K $621K
VIG
Vanguard Dividend Appreciation

ETFs
515
+ 52.6%
N/A
1.49K $272K
AZN
Astrazeneca PLC

Healthcare
823
+ 20.29%
$68.72 - $82.11 $56.6K - $67.6K
4.88K $374K
VO
Vanguard Mid Cap ETF

ETFs
258
+ 29.19%
$279.83 - $293.74 $72.2K - $75.8K
1.14K $335K
SAN
Banco Santander, S.A.

Financial Services
2.94K
+ 11.53%
$8.27 - $10.48 $24.3K - $30.8K
28.4K $298K
LECO
Lincoln Electric Holdings Inc

Industrials
128
+ 6.92%
$210.22 - $247.76 $26.9K - $31.7K
1.98K $466K
RY
Royal Bank Of Canada

Financial Services
328
+ 15.23%
$128.46 - $148.6 $42.1K - $48.7K
2.48K $365K
MCD
Mcdonalds Corp

Consumer Cyclical
181
+ 8.46%
$291.67 - $316.99 $52.8K - $57.4K
2.32K $705K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.73K
+ 16.95%
$13.29 - $16.05 $36.2K - $43.7K
18.8K $299K
ASML
Asml Holding Nv

Technology
3
+ 0.71%
$689.63 - $968.09 $2.07K - $2.9K
423 $409K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
402
+ 5.81%
$72.65 - $78.68 $29.2K - $31.6K
7.32K $573K
NVS
Novartis Ag

Healthcare
397
+ 14.32%
$113.5 - $129.73 $45.1K - $51.5K
3.17K $406K
TM
Toyota Motor Corp

Consumer Cyclical
242
+ 20.03%
$167.86 - $202.79 $40.6K - $49.1K
1.45K $277K
BX
Blackstone Inc.

Financial Services
153
+ 8.79%
$152.77 - $188.68 $23.4K - $28.9K
1.89K $323K
SONY
Sony Group Corp

Technology
1.05K
+ 9.71%
$23.92 - $30.07 $25.2K - $31.6K
11.9K $342K
ETN
Eaton Corp PLC

Industrials
123
+ 15.53%
$342.99 - $392.76 $42.2K - $48.3K
915 $342K
TD
Toronto Dominion Bank

Financial Services
356
+ 11.89%
$72.55 - $79.95 $25.8K - $28.5K
3.35K $267K
SHEL
Shell PLC

Energy
584
+ 14.69%
$69.82 - $73.93 $40.8K - $43.2K
4.56K $326K
HIG
Hartford Financial Services Group, Inc.

Financial Services
249
+ 12.1%
$119.73 - $134.7 $29.8K - $33.5K
2.31K $307K
SUB
Ishares Short Term National Mu

ETFs
418
+ 10.26%
$106.17 - $107.3 $44.4K - $44.9K
4.49K $479K
T
At&T Inc.

Communication Services
1.87K
+ 14.76%
$26.94 - $29.62 $50.4K - $55.4K
14.6K $410K
MFG
Mizuho Financial Group Inc

Financial Services
2.91K
+ 17.16%
$5.42 - $6.85 $15.8K - $19.9K
19.9K $133K
NOW
Service Now, Inc.

Technology
62
+ 28.97%
$850.86 - $1044.69 $52.8K - $64.8K
276 $253K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.23%
$617.65 - $666.84 $618 - $667
434 $289K
LYG
Lloyds Banking Group PLC

Financial Services
2.13K
+ 8.31%
$4.03 - $4.63 $8.6K - $9.88K
27.8K $126K
CIL
Victory Portfolios Ii Shs Intl

ETFs
39
+ 0.34%
$49.54 - $52.16 $1.93K - $2.03K
11.4K $588K
BBD
Bank Bradesco

Financial Services
1.47K
+ 5.28%
$2.75 - $3.39 $4.05K - $4.99K
29.4K $99K
CEG
Constellation Energy Corp

Utilities
14
+ 1.5%
$298.82 - $354.89 $4.18K - $4.97K
949 $312K
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
64
+ 0.66%
$47.76 - $48.46 $3.06K - $3.1K
9.78K $471K
ABT
Abbott Laboratories

Healthcare
100
+ 2.74%
$120.51 - $136.62 $12.1K - $13.7K
3.75K $502K
UL
Unilever PLC

Consumer Defensive
234
+ 5.29%
$58.43 - $65.01 $13.7K - $15.2K
4.66K $276K
Ishares Bitcoin Trust ETF
7.18K
+ 15.68%
N/A
52.9K $0
Activity Summary
Buys All Purchases 167 New Holdings 74 Increased Positions 93 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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