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
TMO
Thermo Fisher Scientific Inc.

Healthcare
68
+ 11.35%
$497.6 - $606.74 $33.8K - $41.3K
667 $332M
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 6.92%
$890.62 - $1076.86 $16K - $19.4K
278 $262M
IXUS
Ishares Tr

ETFs
2
+ 0.06%
$65.06 - $72.31 $130 - $145
3.53K $246M
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
10.7K
New
$1.15 - $2.33 $12.3K - $24.8K
10.7K $12.3M
FSMD
Fidelity Covington Tr Small Mi

ETFs
1.58K
+ 6.32%
$38.04 - $43.22 $60.2K - $68.4K
26.6K $1.04B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
113
+ 2.11%
$44.72 - $46.25 $5.05K - $5.23K
5.47K $252M
MUB
Ishares National Muni Bond ETF

ETFs
95
+ 3.41%
$104.71 - $107.69 $9.95K - $10.2K
2.88K $304M
HON
Honeywell International Inc

Industrials
32
+ 3.11%
$202.75 - $226.52 $6.49K - $7.25K
1.06K $225M
BAC
Bank Of America Corp

Financial Services
999
+ 4.44%
$39.61 - $47.74 $39.6K - $47.7K
23.5K $981M
CAT
Caterpillar Inc

Industrials
37
+ 5.2%
$326.75 - $407.63 $12.1K - $15.1K
748 $247M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
89
+ 3.86%
$102.49 - $119.96 $9.12K - $10.7K
2.39K $250M
SPY
Spdr S&P 500 ETF Trust

ETFs
65
+ 3.2%
$551.42 - $612.93 $35.8K - $39.8K
2.1K $1.17B
META
Meta Platforms, Inc.

Communication Services
8
+ 0.31%
$576.36 - $736.67 $4.61K - $5.89K
2.58K $1.49B
CRH.L
Crh PLC

Basic Materials
95
+ 1.45%
N/A
6.63K $584M
UBSI
United Bankshares Inc

Financial Services
12
+ 0.15%
$34.03 - $39.27 $408 - $471
8.17K $283M
TFC
Truist Financial Corp

Financial Services
151
+ 1.03%
$39.48 - $48.15 $5.96K - $7.27K
14.8K $608M
TROW
Price T Rowe Group Inc

Financial Services
212
+ 9.31%
$91.57 - $116.93 $19.4K - $24.8K
2.49K $229M
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 4.3%
$4295.4 - $5141.88 $34.4K - $41.1K
194 $892M
Blackrock Inc
20
+ 3.53%
N/A
587 $555M
ITOT
Ishares Core S&P Total U.S. St

ETFs
87
+ 1.12%
$120.29 - $134.6 $10.5K - $11.7K
7.86K $959M
FITB
Fifth Third Bancorp

Financial Services
2
+ 0.01%
$37.48 - $44.96 $75 - $89.9
14.2K $555M
VGT
Vanguard Information Technolog

ETFs
159
+ 8.87%
$542.38 - $646.34 $86.2K - $103K
1.95K $1.06B
AXP
American Express CO

Financial Services
159
+ 4.1%
$255.39 - $325.87 $40.6K - $51.8K
4.04K $1.09B
GOOG
Alphabet Inc.

Communication Services
208
+ 5.53%
$156.06 - $207.71 $32.5K - $43.2K
3.97K $621M
CRM
Salesforce, Inc.

Technology
332
+ 11.48%
$268.36 - $359.95 $89.1K - $120K
3.22K $865M
AMZN
Amazon Com Inc

Consumer Cyclical
410
+ 3.54%
$190.26 - $242.06 $78K - $99.2K
12K $2.28B
MSFT
Microsoft Corp

Technology
196
+ 2.5%
$375.39 - $447.2 $73.6K - $87.7K
8.05K $3.02B
QQQ
Invesco Qqq Trust, Series 1

ETFs
22
+ 0.27%
$468.34 - $539.52 $10.3K - $11.9K
8.17K $3.83B
NVDA
Nvidia Corp

Technology
836
+ 4.75%
$106.98 - $149.43 $89.4K - $125K
18.4K $2B
GOOGL
Alphabet Inc.

Communication Services
457
+ 3.49%
$154.33 - $206.19 $70.5K - $94.2K
13.5K $2.09B
AVGO
Broadcom Inc.

Technology
1.02K
+ 10.07%
$167.43 - $244.7 $170K - $249K
11.1K $1.86B
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
Track This Portfolio

Track Riverbend Wealth Management, LLC Portfolio

Follow Riverbend Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Riverbend Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riverbend Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email