Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $418 Million
  • Q4 2024

Riversedge Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $418 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 $42.4M, Usaa ETF Tr Core Intermediate with a value of $32M, Spdr Portfolio with a value of $31.9M, Spdr Portfolio S&P 500 Value E with a value of $27.8M, and Apple Inc. with a value of $23.2M.

Examining the 13F form we can see an increase of $5.91M in the current position value, from $412M to 418M.

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

Portfolio value $418 Million
ETFs: $363 Million
Technology: $36.1 Million
Financial Services: $4.4 Million
Communication Services: $3.84 Million
Consumer Cyclical: $3.66 Million
Healthcare: $2.76 Million
Energy: $1.66 Million
Industrials: $1.15 Million
Other: $1.18 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.97T
$23.2 Million 5.56% of portfolio
92,823
Q4 2024 Added 0.62%
$316B
$3.22 Million 0.77% of portfolio
23,986
Q4 2024 Added 1.73%
$2.97T
$3.12 Million 0.75% of portfolio
7,402
Q4 2024 Added 8.06%
$1.05T
$1.63 Million 0.39% of portfolio
8,631
Q4 2024 Added 2.53%
$2.17T
$1.56 Million 0.37% of portfolio
7,095
Q4 2024 Added 17.97%
$173B
$1.44 Million 0.35% of portfolio
19,086
Q4 2024 Added 0.26%
$1.08T
$1.08 Million 0.26% of portfolio
5,697
Q4 2024 Added 6.95%
$650B
$951,000 0.23% of portfolio
2,099
Q4 2024 Added 2.64%
$91.9B
$923,000 0.22% of portfolio
1,951
Q4 2024 Added 0.88%
$1.48T
$861,000 0.21% of portfolio
1,460
Q4 2024 Added 7.2%
$467B
$840,000 0.2% of portfolio
917
Q4 2024 Added 5.4%
$982B
$691,000 0.17% of portfolio
3,500
Q4 2024 Added 22.81%
$306B
$676,000 0.16% of portfolio
2,024
Q4 2024 Added 5.42%
$361B
$646,000 0.15% of portfolio
3,639
Q4 2024 Added 2.36%
$434B
$641,000 0.15% of portfolio
4,433
Q4 2024 Reduced 0.43%
$755B
$619,000 0.15% of portfolio
2,585
Q4 2024 Added 7.62%
$306B
$557,000 0.13% of portfolio
3,850
Q4 2024 Added 3.55%
$229B
$513,000 0.12% of portfolio
1,773
Q4 2024 Added 5.16%
$203B
$443,000 0.11% of portfolio
849
Q4 2024 Added 5.07%
$353B
$433,000 0.1% of portfolio
9,866
Q4 2024 Added 4.65%
$956B
$424,000 0.1% of portfolio
1,051
Q4 2024 Added 32.7%
$9.94B
$400,000 0.1% of portfolio
362
Q4 2024 Added 1.69%
$576B
$430,000 0.1% of portfolio
1,362
Q4 2024 Added 14.45%
$403B
$435,000 0.1% of portfolio
1,119
Q4 2024 Added 11.9%
$238B
$390,000 0.09% of portfolio
3,453
Q4 2024 Added 3.82%
$124B
$318,000 0.08% of portfolio
5,632
Q4 2024 Added 11.55%
$12B
$346,000 0.08% of portfolio
1,850
Q4 2021 Added 2.78%
$205B
$324,000 0.08% of portfolio
3,768
Q4 2024 Added 6.95%
$90B
$301,000 0.07% of portfolio
1,080
Q4 2024 Added 3.15%
$2.6B
$277,000 0.07% of portfolio
2,234
Q4 2023 New
$23.5B
$272,000 0.07% of portfolio
8,330
Q4 2024 Added 13.55%
$336B
$281,000 0.07% of portfolio
1,145
Q4 2024 Added 21.29%
$435B
$257,000 0.06% of portfolio
289
Q4 2024 Added 1.4%
$111B
$246,000 0.06% of portfolio
1,429
Q4 2024 Added 3.4%
$290B
$255,000 0.06% of portfolio
369
Q4 2024 Added 25.94%
$231B
$234,000 0.06% of portfolio
4,742
Q4 2024 New
$130B
$268,000 0.06% of portfolio
916
Q4 2024 Added 4.21%
$309B
$264,000 0.06% of portfolio
4,247
Q4 2024 Reduced 6.7%
$115B
$260,000 0.06% of portfolio
784
Q4 2024 Reduced 5.77%
$238B
$225,000 0.05% of portfolio
3,602
Q4 2024 Added 18.37%
$457B
$206,000 0.05% of portfolio
1,916
Q4 2024 Added 11.01%
$166B
$222,000 0.05% of portfolio
1,848
Q4 2024 New
$84.6B
$206,000 0.05% of portfolio
174
Q4 2024 New
$355B
$225,000 0.05% of portfolio
2,664
Q4 2024 Added 40.95%
$159B
$141,000 0.03% of portfolio
12,065
Q4 2024 New
$106B
$78,000 0.02% of portfolio
17,220
Q4 2024 Added 14.25%
$64.1M
$75,000 0.02% of portfolio
13,231
Q2 2024 New
$71.8B
$73,000 0.02% of portfolio
15,078
Q4 2024 Added 45.95%
$59.9B
$54,000 0.01% of portfolio
20,078
Q4 2024 Added 16.43%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $418 Million
  • Prior Value $412 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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