Riverbend Wealth Management, LLC Incresed Positions in Q2 2025

Riverbend Wealth Management, LLC

  • $132 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
4.03K
+ 21.84%
$94.31 - $157.99 $380K - $636K
22.5K $3.55B
AVGO
Broadcom Inc.

Technology
337
+ 3.03%
$146.29 - $275.65 $49.3K - $92.9K
11.4K $3.15B
Alps ETF Tr
40.3K
+ 35.37%
N/A
154K $3.99B
MSFT
Microsoft Corp

Technology
65
+ 0.81%
$354.56 - $497.45 $23K - $32.3K
8.11K $4.03B
QQQ
Invesco Qqq Trust, Series 1

ETFs
478
+ 5.85%
$416.06 - $551.64 $199K - $264K
8.65K $4.77B
IVV
Ishares Core S&P 500 ETF

ETFs
145
+ 1.16%
$498.8 - $620.9 $72.3K - $90K
12.6K $7.82B
EQT
Eqt Corp

Energy
9.66K
+ 206.74%
$46.11 - $60.44 $445K - $584K
14.3K $836M
NFLX
Netflix Inc

Communication Services
1
+ 0.08%
$855.86 - $1339.13 $856 - $1.34K
1.22K $1.63B
META
Meta Platforms, Inc.

Communication Services
82
+ 3.18%
$484.66 - $738.09 $39.7K - $60.5K
2.66K $1.96B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
2.21K
+ 2.94%
$71.28 - $83.74 $157K - $185K
77.2K $6.46B
Pimco ETF Tr
16.4K
+ 31.76%
N/A
68K $1.8B
AMZN
Amazon Com Inc

Consumer Cyclical
339
+ 2.83%
$167.32 - $223.3 $56.7K - $75.7K
12.3K $2.7B
JEPI
J P Morgan Exchange Traded Fd

ETFs
7.51K
+ 22.55%
$51.14 - $57.0 $384K - $428K
40.8K $2.32B
LLY
Eli Lilly & CO

Healthcare
551
+ 49.68%
$713.71 - $898.95 $393K - $495K
1.66K $1.29B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
8.64K
+ 45.86%
$29.12 - $35.84 $252K - $310K
27.5K $985M
JPM
Jpmorgan Chase & CO

Financial Services
187
+ 2.71%
$210.28 - $289.91 $39.3K - $54.2K
7.08K $2.05B
C
Citigroup Inc

Financial Services
1.51K
+ 11.05%
$58.13 - $85.12 $87.5K - $128K
15.1K $1.29B
VGT
Vanguard Information Technolog

ETFs
118
+ 6.05%
$470.37 - $663.28 $55.5K - $78.3K
2.07K $1.37B
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 4.12%
$4164.15 - $5789.24 $33.3K - $46.3K
202 $1.17B
UBER
Uber Technologies, Inc

Technology
338
+ 2.99%
$64.62 - $93.3 $21.8K - $31.5K
11.7K $1.09B
AXP
American Express CO

Financial Services
149
+ 3.69%
$231.39 - $318.98 $34.5K - $47.5K
4.19K $1.33B
SPY
Spdr S&P 500 ETF Trust

ETFs
191
+ 9.1%
$496.48 - $617.85 $94.8K - $118K
2.29K $1.41B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.06K
+ 6.03%
$114.78 - $133.31 $121K - $141K
18.6K $2.48B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
4.3K
+ 11.72%
$27.3 - $31.8 $117K - $137K
41K $1.3B
RECS
Columbia ETF Tr I

ETFs
4.12K
+ 38.6%
$29.4 - $36.79 $121K - $152K
14.8K $545M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
4.4K
+ 45.93%
$41.1 - $42.37 $181K - $186K
14K $590M
VO
Vanguard Mid Cap ETF

ETFs
258
+ 4.85%
$228.54 - $279.83 $59K - $72.2K
5.58K $1.56B
IWF
Ishares Russell 1000 Gr ETF

ETFs
313
+ 48.45%
$320.42 - $424.58 $100K - $133K
959 $407M
WMT
Walmart Inc.

Consumer Defensive
554
+ 4.66%
$81.79 - $99.98 $45.3K - $55.4K
12.4K $1.22B
BAC
Bank Of America Corp

Financial Services
841
+ 3.58%
$34.39 - $47.46 $28.9K - $39.9K
24.4K $1.15B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
2.27K
+ 36.16%
$43.53 - $54.46 $98.8K - $124K
8.55K $466M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
5.48K
+ 40.96%
$24.98 - $25.66 $137K - $141K
18.9K $483M
DGRO
Ishares Core Dividend Growth E

ETFs
399
+ 0.78%
$55.22 - $63.94 $22K - $25.5K
51.6K $3.3B
KO
Coca Cola CO

Consumer Defensive
1.98K
+ 33.91%
$68.37 - $73.9 $136K - $147K
7.84K $554M
GOOG
Alphabet Inc.

Communication Services
185
+ 4.66%
$146.58 - $180.01 $27.1K - $33.3K
4.16K $737M
Dimensional ETF Trust
737
+ 6.49%
N/A
12.1K $812M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
2.15K
+ 33.35%
$28.94 - $35.94 $62.2K - $77.3K
8.6K $309M
Blackrock Inc
32
+ 5.45%
N/A
619 $649M
FCX
Freeport Mcmoran Inc

Basic Materials
1.23K
+ 16.65%
$29.15 - $44.46 $35.8K - $54.6K
8.6K $373M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
155
+ 13.75%
$376.48 - $440.65 $58.4K - $68.3K
1.28K $565M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
760
+ 2.45%
$46.92 - $55.01 $35.7K - $41.8K
31.7K $1.72B
FSMD
Fidelity Covington Tr Small Mi

ETFs
430
+ 1.61%
$34.67 - $41.47 $14.9K - $17.8K
27.1K $1.12B
VEU
Vanguard Ftse All World Ex Us

ETFs
740
+ 17.13%
$54.19 - $67.22 $40.1K - $49.7K
5.06K $340M
VUG
Vanguard Growth ETF

ETFs
21
+ 2.12%
$329.49 - $438.4 $6.92K - $9.21K
1.01K $443M
IXUS
Ishares Tr

ETFs
633
+ 17.95%
$62.37 - $77.63 $39.5K - $49.1K
4.16K $322M
DLR
Digital Realty Trust, Inc.

Real Estate
60
+ 3.03%
$136.11 - $177.69 $8.17K - $10.7K
2.04K $356M
ELV
Elevance Health, Inc.

Healthcare
229
+ 49.57%
$372.27 - $452.69 $85.2K - $104K
691 $269M
CAT
Caterpillar Inc

Industrials
49
+ 6.55%
$273.94 - $388.21 $13.4K - $19K
797 $310M
IFRA
Ishares Tr

ETFs
349
+ 3.22%
$40.97 - $49.19 $14.3K - $17.2K
11.2K $551M
Activity Summary
Buys All Purchases 110 New Holdings 25 Increased Positions 85 Sells All Sells 20 Reductions 20 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