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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.6 Million 10.1% of portfolio
612,981
Q3 2024 Reduced 3.11%
$0
$31.9 Million 7.74% of portfolio
665,386
Q3 2024 Added 22.48%
$0
$30.5 Million 7.4% of portfolio
367,674
Q3 2024 Reduced 0.44%
$0
$28.6 Million 6.94% of portfolio
540,478
Q3 2024 Added 1.11%
$0
$25 Million 6.08% of portfolio
320,860
Q3 2024 Reduced 13.55%
$0
$22.9 Million 5.56% of portfolio
557,347
Q3 2024 Reduced 1.19%
$0
$22.5 Million 5.45% of portfolio
125,426
Q3 2024 Added 6.71%
$0
$19.6 Million 4.76% of portfolio
515,301
Q3 2024 Added 19.17%
$0
$16.8 Million 4.07% of portfolio
325,384
Q3 2024 Added 1.66%
$0
$16 Million 3.88% of portfolio
261,310
Q3 2024 Added 1.48%
$0
$14.9 Million 3.62% of portfolio
282,466
Q3 2024 Reduced 0.14%
$0
$13.6 Million 3.31% of portfolio
285,134
Q3 2024 Added 1.61%
$0
$8.49 Million 2.06% of portfolio
22,104
Q3 2024 Added 0.06%
$0
$7.57 Million 1.84% of portfolio
148,172
Q3 2024 Reduced 2.76%
$0
$6.72 Million 1.63% of portfolio
72,642
Q3 2024 Reduced 3.32%
$0
$6.67 Million 1.62% of portfolio
177,248
Q3 2024 Added 6.78%
$0
$5.38 Million 1.31% of portfolio
30,820
Q3 2024 Added 1.0%
$0
$5.27 Million 1.28% of portfolio
25,421
Q3 2024 Reduced 0.78%
$0
$4.72 Million 1.14% of portfolio
114,243
Q3 2024 Reduced 1.12%
$0
$3.92 Million 0.95% of portfolio
14,658
Q3 2024 Added 0.6%
$0
$3.4 Million 0.83% of portfolio
129,612
Q3 2024 Added 0.01%
$0
$3.33 Million 0.81% of portfolio
62,667
Q3 2024 Added 3.6%
$0
$2.57 Million 0.62% of portfolio
12,792
Q3 2024 Added 3.5%
$0
$2.37 Million 0.57% of portfolio
21,797
Q3 2024 Added 1.58%
$0
$1.94 Million 0.47% of portfolio
24,126
Q3 2024 Added 1.14%
$0
$1.71 Million 0.41% of portfolio
2,961
Q3 2024 Added 0.17%
$0
$1.22 Million 0.3% of portfolio
12,725
Q3 2024 Added 0.08%
$0
$1.23 Million 0.3% of portfolio
2,098
Q3 2024 Reduced 3.23%
$0
$1.11 Million 0.27% of portfolio
6,563
Q3 2024 Reduced 0.47%
$0
$962,000 0.23% of portfolio
3,388
Q3 2024 Added 0.18%
$0
$788,000 0.19% of portfolio
17,398
Q3 2023 Added 0.46%
$0
$714,000 0.17% of portfolio
2,524
Q3 2024 Added 0.2%
$0
$596,000 0.14% of portfolio
13,117
Q3 2024 Reduced 3.25%
$0
$593,000 0.14% of portfolio
12,326
Q3 2024 Added 8.51%
$0
$461,000 0.11% of portfolio
875
Q3 2024 Added 0.11%
$0
$423,000 0.1% of portfolio
3,989
Q3 2024 Reduced 1.75%
$0
$341,000 0.08% of portfolio
11,689
Q3 2024 Added 2.81%
$0
$318,000 0.08% of portfolio
848
Q3 2024 Reduced 1.4%
$0
$339,000 0.08% of portfolio
1,288
Q3 2024 Added 0.23%
$0
$269,000 0.07% of portfolio
3,225
Q4 2023 Reduced 21.26%
$0
$258,000 0.06% of portfolio
7,009
Q3 2024 Added 1.58%
$0
$247,000 0.06% of portfolio
432
Q3 2024 Added 0.23%
$0
$214,000 0.05% of portfolio
3,993
Q3 2024 Added 1.06%

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
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