Riverbend Wealth Management, LLC New Holdings in Q4 2024

Riverbend Wealth Management, LLC

  • $112 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
14.4K
New
$570.51 - $610.59 $8.24M - $8.82M
14.4K $8.53B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
76.3K
New
$80.93 - $85.66 $6.17M - $6.54M
76.3K $6.18B
AAPL
Apple Inc.

Technology
22.3K
New
$221.69 - $259.02 $4.95M - $5.78M
22.3K $5.59B
QQQ
Invesco Qqq Trust, Series 1

ETFs
8.15K
New
$481.22 - $538.17 $3.92M - $4.39M
8.15K $4.19B
MSFT
Microsoft Corp

Technology
7.85K
New
$406.35 - $454.46 $3.19M - $3.57M
7.85K $3.32B
DGRO
Ishares Core Dividend Growth E

ETFs
53.6K
New
$60.73 - $64.94 $3.25M - $3.48M
53.6K $3.29B
Alps ETF Tr
107K
New
N/A
107K $2.73B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
6K
New
$442.29 - $483.08 $2.65M - $2.9M
6K $2.72B
AMZN
Amazon Com Inc

Consumer Cyclical
11.6K
New
$180.88 - $232.93 $2.09M - $2.7M
11.6K $2.54B
GOOGL
Alphabet Inc.

Communication Services
13.1K
New
$161.86 - $196.66 $2.12M - $2.57M
13.1K $2.48B
NVDA
Nvidia Corp

Technology
17.6K
New
$117.0 - $148.88 $2.06M - $2.62M
17.6K $2.36B
AVGO
Broadcom Inc.

Technology
10.1K
New
$159.67 - $250.0 $1.61M - $2.52M
10.1K $2.34B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
17.8K
New
$126.68 - $134.74 $2.26M - $2.4M
17.8K $2.28B
JEPI
J P Morgan Exchange Traded Fd

ETFs
33.3K
New
$57.53 - $60.83 $1.92M - $2.03M
33.3K $1.92B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
39K
New
$44.87 - $46.86 $1.75M - $1.83M
39K $1.75B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
31.2K
New
$54.15 - $58.81 $1.69M - $1.83M
31.2K $1.7B
JPM
Jpmorgan Chase & CO

Financial Services
6.8K
New
$205.18 - $250.29 $1.4M - $1.7M
6.8K $1.64B
META
Meta Platforms, Inc.

Communication Services
2.57K
New
$554.08 - $632.68 $1.42M - $1.63M
2.57K $1.51B
VCIT
Vanguard Intermediate Term Cor

ETFs
18.5K
New
$80.13 - $83.77 $1.48M - $1.55M
18.5K $1.48B
VO
Vanguard Mid Cap ETF

ETFs
5.36K
New
$261.5 - $284.63 $1.4M - $1.52M
5.36K $1.42B
NFLX
Netflix Inc

Communication Services
1.42K
New
$687.65 - $936.56 $976K - $1.33M
1.42K $1.26B
UNH
Unitedhealth Group Inc

Healthcare
2.35K
New
$485.52 - $625.25 $1.14M - $1.47M
2.35K $1.2B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.03K
New
$567.81 - $607.81 $1.15M - $1.24M
2.03K $1.19B
AXP
American Express CO

Financial Services
3.88K
New
$267.35 - $305.57 $1.04M - $1.18M
3.88K $1.16B
VGT
Vanguard Information Technolog

ETFs
1.79K
New
$571.78 - $647.97 $1.03M - $1.16M
1.79K $1.12B
WMT
Walmart Inc.

Consumer Defensive
12.1K
New
$79.1 - $95.7 $953K - $1.15M
12.1K $1.09B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.8K
New
$77.02 - $78.58 $1.06M - $1.09M
13.8K $1.07B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
30.7K
New
$33.92 - $36.6 $1.04M - $1.12M
30.7K $1.06B
FSMD
Fidelity Covington Tr Small Mi

ETFs
25K
New
$40.75 - $44.85 $1.02M - $1.12M
25K $1.03B
MA
Mastercard Inc

Financial Services
1.9K
New
$491.3 - $536.15 $931K - $1.02M
1.9K $1B
ITOT
Ishares Core S&P Total U.S. St

ETFs
7.78K
New
$124.26 - $134.12 $966K - $1.04M
7.78K $1B
BAC
Bank Of America Corp

Financial Services
22.5K
New
$39.22 - $47.77 $883K - $1.08M
22.5K $991M
CRM
Salesforce, Inc.

Technology
2.89K
New
$270.87 - $367.87 $783K - $1.06M
2.89K $969M
HD
Home Depot, Inc.

Consumer Cyclical
2.41K
New
$385.02 - $431.37 $928K - $1.04M
2.41K $944M
BKNG
Booking Holdings Inc.

Consumer Cyclical
186
New
$4100.99 - $5300.34 $763K - $986K
186 $927M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
29.9K
New
$29.73 - $30.81 $888K - $920K
29.9K $910M
CVX
Chevron Corp

Energy
5.97K
New
$141.15 - $162.53 $843K - $971K
5.97K $869M
LLY
Eli Lilly & CO

Healthcare
1.08K
New
$727.2 - $932.06 $782K - $1M
1.08K $832M
IYY
Ishares Tr

ETFs
5.4K
New
$138.14 - $149.13 $746K - $805K
5.4K $773M
C
Citigroup Inc

Financial Services
10.9K
New
$61.31 - $72.5 $671K - $793K
10.9K $772M
PG
Procter & Gamble CO

Consumer Defensive
4.53K
New
$161.05 - $179.7 $730K - $815K
4.53K $764M
MRK
Merck & Co., Inc.

Healthcare
7.32K
New
$96.31 - $114.76 $705K - $839K
7.32K $729M
GOOG
Alphabet Inc.

Communication Services
3.76K
New
$163.08 - $198.16 $614K - $746K
3.76K $717M
JNJ
Johnson & Johnson

Healthcare
4.61K
New
$143.34 - $165.86 $661K - $765K
4.61K $669M
TFC
Truist Financial Corp

Financial Services
14.6K
New
$41.51 - $48.1 $607K - $703K
14.6K $634M
XOM
Exxon Mobil Corp

Energy
5.82K
New
$105.51 - $125.37 $614K - $729K
5.82K $627M
IVE
Ishares S&P 500 Value ETF

ETFs
3.2K
New
$189.5 - $206.17 $606K - $659K
3.2K $610M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
5K
New
$118.0 - $127.04 $590K - $635K
5K $608M
CRH.L
Crh PLC

Basic Materials
6.54K
New
N/A
6.54K $605M
Activity Summary
Buys All Purchases 114 New Holdings 114 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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