Riversedge Advisors, LLC Incresed Positions 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
VUG
Vanguard Growth ETF

ETFs
14
+ 0.06%
$341.08 - $391.94 $4.78K - $5.49K
22.1K $8.49M
HYD
Vaneck High Yield Muni ETF

ETFs
2.18K
+ 3.6%
$51.46 - $53.07 $112K - $116K
62.7K $3.33M
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
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
12
+ 0.01%
$25.38 - $26.27 $305 - $315
130K $3.4M
MCO
Moodys Corp

Financial Services
8
+ 0.42%
$421.49 - $494.67 $3.37K - $3.96K
1.93K $917K
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
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.2%
$255.18 - $283.2 $1.28K - $1.42K
2.52K $714K
ISRG
Intuitive Surgical Inc

Healthcare
9
+ 1.13%
$416.14 - $494.01 $3.75K - $4.45K
808 $396K
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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1
+ 0.11%
$475.2 - $527.7 $475 - $528
875 $461K
VV
Vanguard Large Cap ETF

ETFs
3
+ 0.23%
$236.92 - $263.4 $711 - $790
1.29K $339K
SAN
Banco Santander, S.A.

Financial Services
1.58K
+ 11.7%
$4.37 - $5.16 $6.9K - $8.15K
15.1K $76K
HYLB
Xtrackers Usd High Yield Corp

ETFs
109
+ 1.58%
$35.26 - $36.92 $3.84K - $4.02K
7.01K $258K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.23%
$517.38 - $573.86 $517 - $574
432 $247K
BBD
Bank Bradesco

Financial Services
3.12K
+ 29.15%
$2.18 - $2.92 $6.8K - $9.1K
13.8K $36K
LYG
Lloyds Banking Group PLC

Financial Services
1.16K
+ 7.24%
$2.73 - $3.17 $3.18K - $3.69K
17.2K $53K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
33
+ 1.17%
$147.95 - $191.05 $4.88K - $6.3K
2.85K $494K
IEMG
Ishares Inc

ETFs
42
+ 1.06%
$53.64 - $53.64 $2.25K - $2.25K
3.99K $214K
OSEA
Harbor ETF Tr Harbor Intl Comp
108K
+ 20.7%
N/A
631K $0
ADBE
Adobe Inc.

Technology
23
+ 6.22%
$508.13 - $586.55 $11.7K - $13.5K
393 $203K
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
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