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 $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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