Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $412 Million
  • Q3 2024

Riversedge Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $412 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 $41.6M, Usaa ETF Tr Core Intermediate with a value of $31.9M, Spdr Portfolio with a value of $30.5M, Spdr Portfolio S&P 500 Value E with a value of $28.6M, and Ishares Tr with a value of $25M.

Examining the 13F form we can see an increase of $16.3M in the current position value, from $396M to 412M.

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

Portfolio value $412 Million
ETFs: $365 Million
Technology: $30.1 Million
Healthcare: $3.55 Million
Financial Services: $3.48 Million
Communication Services: $3.27 Million
Consumer Cyclical: $2.94 Million
Energy: $1.55 Million
Industrials: $1.32 Million
Other: $1.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.15T
$21.5 Million 5.22% of portfolio
92,255
Q3 2024 Added 0.43%
$3.27T
$2.95 Million 0.72% of portfolio
6,850
Q3 2024 Reduced 1.69%
$349B
$2.86 Million 0.69% of portfolio
23,579
Q3 2024 Reduced 0.53%
$1.17T
$1.4 Million 0.34% of portfolio
8,418
Q3 2024 Reduced 0.24%
$2.33T
$1.12 Million 0.27% of portfolio
6,014
Q3 2024 Reduced 2.53%
$597B
$941,000 0.23% of portfolio
2,045
Q3 2024 Added 0.84%
$88B
$917,000 0.22% of portfolio
1,934
Q3 2024 Added 0.42%
$1.2T
$890,000 0.22% of portfolio
5,327
Q3 2024 Added 0.17%
$424B
$771,000 0.19% of portfolio
870
Q3 2024 Added 1.4%
$1.37T
$779,000 0.19% of portfolio
1,362
Q3 2024 Added 5.83%
$381B
$721,000 0.18% of portfolio
4,452
Q3 2024 Added 2.44%
$162B
$708,000 0.17% of portfolio
19,036
Q3 2024 Added 83.6%
$318B
$702,000 0.17% of portfolio
3,555
Q3 2024 Added 2.45%
$344B
$525,000 0.13% of portfolio
1,920
Q3 2024 Added 6.79%
$282B
$547,000 0.13% of portfolio
3,718
Q3 2024 Added 0.16%
$1.07T
$494,000 0.12% of portfolio
2,850
Q3 2024 Added 1.17%
$711B
$506,000 0.12% of portfolio
2,402
Q3 2024 Added 9.38%
$97.1B
$440,000 0.11% of portfolio
2,552
Q3 2024 Added 976.79%
$190B
$396,000 0.1% of portfolio
808
Q3 2024 Added 1.13%
$406B
$405,000 0.1% of portfolio
1,000
Q3 2024 Added 7.99%
$197B
$419,000 0.1% of portfolio
3,523
Q3 2024 Reduced 0.93%
$11B
$355,000 0.09% of portfolio
1,850
Q4 2021 Added 2.78%
$356B
$374,000 0.09% of portfolio
9,428
Q3 2024 Reduced 0.43%
$201B
$379,000 0.09% of portfolio
3,326
Q3 2024 Added 0.67%
$8.95B
$314,000 0.08% of portfolio
356
Q1 2024 New
$272B
$327,000 0.08% of portfolio
4,552
Q3 2024 Reduced 1.77%
$524B
$327,000 0.08% of portfolio
1,190
Q3 2024 Reduced 4.57%
$20.5B
$286,000 0.07% of portfolio
7,336
Q3 2024 Added 3.57%
$136B
$275,000 0.07% of portfolio
832
Q3 2024 Reduced 3.37%
$123B
$261,000 0.06% of portfolio
5,049
Q3 2024 New
$123B
$243,000 0.06% of portfolio
879
Q3 2024 Added 1.85%
$286B
$244,000 0.06% of portfolio
293
Q3 2024 Reduced 18.38%
$92.9B
$260,000 0.06% of portfolio
1,047
Q3 2024 Reduced 0.66%
$16.6B
$235,000 0.06% of portfolio
1,688
Q2 2021 New
$252B
$235,000 0.06% of portfolio
2,077
Q3 2024 Reduced 18.2%
$2.54B
$243,000 0.06% of portfolio
2,234
Q4 2023 New
$443B
$202,000 0.05% of portfolio
1,726
Q3 2024 New
$415B
$202,000 0.05% of portfolio
285
Q3 2024 New
$226B
$200,000 0.05% of portfolio
1,890
Q3 2024 New
$297B
$216,000 0.05% of portfolio
944
Q3 2024 New
$125B
$211,000 0.05% of portfolio
1,382
Q3 2024 New
$23.2B
$202,000 0.05% of portfolio
1,044
Q3 2024 New
$219B
$200,000 0.05% of portfolio
3,043
Q3 2024 Added 1.84%
$208B
$203,000 0.05% of portfolio
393
Q3 2024 Added 6.22%
$473B
$226,000 0.05% of portfolio
387
Q3 2024 New
$756B
$208,000 0.05% of portfolio
235
Q3 2024 Reduced 5.24%
$1.46T
$207,000 0.05% of portfolio
792
Q3 2024 New
$75.4B
$76,000 0.02% of portfolio
15,072
Q3 2024 Added 11.7%
$63.6M
$73,000 0.02% of portfolio
13,231
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $412 Million
  • Prior Value $396 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 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