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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88B
$917,000 0.22% of portfolio
1,934
Q3 2024 Added 0.42%
$162B
$708,000 0.17% of portfolio
19,036
Q3 2024 Added 83.6%
$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%
$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%
$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%
$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
$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
$75.4B
$76,000 0.02% of portfolio
15,072
Q3 2024 Added 11.7%
$29.9B
$30,000 0.01% of portfolio
12,675
Q3 2024 New
$45.9B
$53,000 0.01% of portfolio
17,244
Q3 2024 Added 7.24%
$61.8B
$43,000 0.01% of portfolio
10,331
Q3 2024 Reduced 4.69%

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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