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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.4 Million 10.14% of portfolio
1,827,314
Q4 2024 Added 198.1%
$0
$32 Million 7.66% of portfolio
695,989
Q4 2024 Added 4.6%
$0
$31.9 Million 7.63% of portfolio
362,947
Q4 2024 Reduced 1.29%
$0
$27.8 Million 6.66% of portfolio
544,149
Q4 2024 Added 0.68%
$0
$22.4 Million 5.36% of portfolio
318,443
Q4 2024 Reduced 0.75%
$0
$22.2 Million 5.31% of portfolio
126,513
Q4 2024 Added 0.87%
$0
$20.9 Million 5.0% of portfolio
1,130,027
Q4 2024 Added 102.75%
$0
$18.4 Million 4.41% of portfolio
519,429
Q4 2024 Added 0.8%
$0
$16.7 Million 4.0% of portfolio
645,618
Q4 2024 Added 98.42%
$0
$14.5 Million 3.46% of portfolio
260,862
Q4 2024 Reduced 0.17%
$0
$13.7 Million 3.28% of portfolio
286,398
Q4 2024 Added 1.39%
$0
$12.7 Million 3.03% of portfolio
287,661
Q4 2024 Added 0.89%
$0
$9.03 Million 2.16% of portfolio
22,003
Q4 2024 Reduced 0.46%
$0
$7.35 Million 1.76% of portfolio
146,599
Q4 2024 Reduced 1.06%
$0
$7.12 Million 1.7% of portfolio
193,424
Q4 2024 Added 9.13%
$0
$6.77 Million 1.62% of portfolio
72,516
Q4 2024 Reduced 0.17%
$0
$5.32 Million 1.27% of portfolio
25,338
Q4 2024 Reduced 0.33%
$0
$5.24 Million 1.25% of portfolio
30,945
Q4 2024 Added 0.41%
$0
$4.43 Million 1.06% of portfolio
115,481
Q4 2024 Added 1.08%
$0
$4.4 Million 1.05% of portfolio
15,697
Q4 2024 Added 7.09%
$0
$3.41 Million 0.82% of portfolio
65,668
Q4 2024 Added 4.79%
$0
$3.4 Million 0.81% of portfolio
130,596
Q4 2024 Added 441.31%
$0
$3.31 Million 0.79% of portfolio
129,527
Q4 2024 Reduced 0.07%
$0
$2.82 Million 0.67% of portfolio
14,231
Q4 2024 Added 11.25%
$0
$2.41 Million 0.58% of portfolio
22,618
Q4 2024 Added 3.77%
$0
$1.74 Million 0.42% of portfolio
2,953
Q4 2024 Reduced 0.27%
$0
$1.66 Million 0.4% of portfolio
59,544
Q4 2024 New
$0
$1.31 Million 0.31% of portfolio
2,110
Q4 2024 Added 0.57%
$0
$1.29 Million 0.31% of portfolio
12,740
Q4 2024 Added 0.12%
$0
$1.06 Million 0.25% of portfolio
6,392
Q4 2024 Reduced 2.61%
$0
$1.01 Million 0.24% of portfolio
15,701
Q4 2024 New
$0
$978,000 0.23% of portfolio
3,400
Q4 2024 Added 0.35%
$0
$840,000 0.2% of portfolio
17,398
Q3 2023 Added 0.46%
$0
$827,000 0.2% of portfolio
11,508
Q4 2024 New
$0
$733,000 0.18% of portfolio
2,530
Q4 2024 Added 0.24%
$0
$644,000 0.15% of portfolio
12,008
Q4 2024 Added 200.73%
$0
$563,000 0.13% of portfolio
11,895
Q4 2024 Reduced 3.5%
$0
$547,000 0.13% of portfolio
13,103
Q4 2024 Reduced 0.11%
$0
$510,000 0.12% of portfolio
4,837
Q4 2024 Added 21.26%
$0
$476,000 0.11% of portfolio
6,915
Q4 2024 New
$0
$473,000 0.11% of portfolio
879
Q4 2024 Added 0.46%
$0
$348,000 0.08% of portfolio
1,293
Q4 2024 Added 0.39%
$0
$338,000 0.08% of portfolio
842
Q4 2024 Reduced 0.71%
$0
$298,000 0.07% of portfolio
11,221
Q4 2024 Reduced 4.0%
$0
$253,000 0.06% of portfolio
433
Q4 2024 Added 0.23%
$0
$243,000 0.06% of portfolio
3,225
Q4 2023 Reduced 21.26%

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
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