Riverbend Wealth Management, LLC Purchases in Q1 2025

Riverbend Wealth Management, LLC

  • $112 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Pimco ETF Tr
51.6K
New
N/A
51.6K $1.36B
SLB
Schlumberger Limited

Energy
13.7K
New
$38.4 - $43.74 $525K - $598K
13.7K $572M
UBER
Uber Technologies, Inc

Technology
5.75K
+ 103.31%
$63.17 - $81.49 $363K - $468K
11.3K $824M
MRK
Merck & Co., Inc.

Healthcare
6.18K
+ 84.46%
$83.01 - $101.02 $513K - $624K
13.5K $1.21B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
6.28K
New
$48.06 - $53.73 $302K - $337K
6.28K $306M
TTEK
Tetra Tech Inc

Industrials
10.2K
New
$28.26 - $42.58 $288K - $434K
10.2K $298M
FCX
Freeport Mcmoran Inc

Basic Materials
7.37K
New
$34.5 - $43.01 $254K - $317K
7.37K $279M
EQT
Eqt Corp

Energy
4.67K
New
$46.16 - $54.25 $216K - $254K
4.67K $250M
IWF
Ishares Russell 1000 Gr ETF

ETFs
646
New
$360.07 - $417.26 $233K - $270K
646 $233M
Alps ETF Tr
7.13K
+ 6.67%
N/A
114K $2.95B
SOXX
Ishares Semiconductor ETF

ETFs
1.08K
New
$188.17 - $235.81 $204K - $256K
1.08K $204M
C
Citigroup Inc

Financial Services
2.69K
+ 24.56%
$67.23 - $84.63 $181K - $227K
13.6K $968M
CVX
Chevron Corp

Energy
367
+ 6.14%
$146.71 - $167.97 $53.8K - $61.6K
6.34K $1.06B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
6.84K
+ 22.89%
$29.34 - $31.31 $201K - $214K
36.7K $1.09B
AMGN
Amgen Inc

Healthcare
221
+ 12.43%
$258.59 - $327.36 $57.1K - $72.3K
2K $623M
NVO
Novo Nordisk A S

Healthcare
3.33K
+ 71.43%
$69.3 - $90.95 $230K - $302K
7.98K $554M
UNH
Unitedhealth Group Inc

Healthcare
224
+ 9.54%
$461.52 - $548.18 $103K - $123K
2.57K $1.35B
JNJ
Johnson & Johnson

Healthcare
215
+ 4.66%
$142.06 - $167.7 $30.5K - $36.1K
4.83K $801M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
2.16K
+ 5.52%
$44.41 - $45.98 $95.7K - $99.1K
41.2K $1.88B
ADBE
Adobe Inc.

Technology
504
+ 38.15%
$377.84 - $464.11 $190K - $234K
1.83K $700M
ABBV
Abb Vie Inc.

Healthcare
66
+ 2.2%
$169.2 - $216.66 $11.2K - $14.3K
3.06K $642M
Dimensional ETF Trust
1.78K
+ 18.54%
N/A
11.4K $696M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
2.64K
+ 14.67%
$28.37 - $29.61 $75K - $78.2K
20.7K $606M
HOUS
Anywhere Real Estate Inc.

Real Estate
26.9K
+ 81.12%
$2.78 - $3.92 $74.6K - $105K
60K $200M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
196
+ 40.33%
$507.05 - $563.67 $99.4K - $110K
682 $350M
LLY
Eli Lilly & CO

Healthcare
34
+ 3.16%
$725.72 - $929.72 $24.7K - $31.6K
1.11K $916M
XOM
Exxon Mobil Corp

Energy
158
+ 2.72%
$105.44 - $118.93 $16.7K - $18.8K
5.97K $710M
RECS
Columbia ETF Tr I

ETFs
2.53K
+ 31.06%
$32.64 - $36.08 $82.6K - $91.3K
10.7K $355M
IAU
Ishares Gold Trust

ETFs
3
+ 0.04%
$49.74 - $58.96 $149 - $177
7.29K $430M
KO
Coca Cola CO

Consumer Defensive
231
+ 4.11%
$60.81 - $72.32 $14K - $16.7K
5.85K $419M
PEP
Pepsico Inc

Consumer Defensive
508
+ 14.25%
$142.64 - $156.42 $72.5K - $79.5K
4.07K $611M
RTX
Raytheon Technologies Corp

Industrials
35
+ 0.96%
$114.1 - $135.66 $3.99K - $4.75K
3.7K $490M
MDT
Medtronic PLC

Healthcare
335
+ 11.34%
$79.84 - $94.5 $26.7K - $31.7K
3.29K $296M
MO
Altria Group, Inc.

Consumer Defensive
167
+ 2.78%
$50.81 - $60.02 $8.49K - $10K
6.19K $371M
VCIT
Vanguard Intermediate Term Cor

ETFs
359
+ 1.95%
$79.17 - $82.04 $28.4K - $29.5K
18.8K $1.54B
JPM
Jpmorgan Chase & CO

Financial Services
90
+ 1.32%
$225.19 - $279.95 $20.3K - $25.2K
6.89K $1.69B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
1.46K
+ 9.34%
$27.01 - $28.54 $39.4K - $41.6K
17.1K $477M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
125
+ 12.48%
$408.78 - $448.82 $51.1K - $56.1K
1.13K $473M
COP
Conocophillips

Energy
278
+ 9.28%
$88.6 - $105.85 $24.6K - $29.4K
3.28K $344M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
903
+ 10.42%
$40.79 - $42.32 $36.8K - $38.2K
9.57K $402M
PSX
Phillips 66

Energy
108
+ 3.44%
$113.93 - $131.55 $12.3K - $14.2K
3.25K $401M
DUK
Duke Energy Corp

Utilities
22
+ 0.87%
$105.87 - $121.97 $2.33K - $2.68K
2.55K $311M
HIG
Hartford Financial Services Group, Inc.

Financial Services
46
+ 2.27%
$106.31 - $123.73 $4.89K - $5.69K
2.07K $256M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.06K
+ 8.62%
$24.73 - $25.62 $26.3K - $27.2K
13.4K $342M
NEE
Nextera Energy Inc

Utilities
572
+ 8.06%
$66.96 - $76.16 $38.3K - $43.6K
7.67K $544M
DLR
Digital Realty Trust, Inc.

Real Estate
573
+ 40.64%
$142.1 - $183.56 $81.4K - $105K
1.98K $284M
PG
Procter & Gamble CO

Consumer Defensive
132
+ 2.91%
$158.56 - $176.26 $20.9K - $23.3K
4.67K $795M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
198
+ 1.43%
$76.94 - $78.28 $15.2K - $15.5K
14K $1.1B
GD
General Dynamics Corp

Industrials
47
+ 2.57%
$241.94 - $272.58 $11.4K - $12.8K
1.87K $511M
Activity Summary
Buys All Purchases 82 New Holdings 10 Increased Positions 72 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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