Riverbend Wealth Management, LLC Reduced Holdings in Q1 2025

Riverbend Wealth Management, LLC

  • $112 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-1.99K
- 13.77%
$554.06 - $615.85 $1.1M - $1.22M
12.4K $6.99B
AAPL
Apple Inc.

Technology
-586
- 2.63%
$209.68 - $247.1 $123K - $145K
21.7K $4.83B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-11.8K
- 38.57%
$32.42 - $36.13 $384K - $428K
18.8K $622M
MCD
Mcdonalds Corp

Consumer Cyclical
-955
- 53.11%
$279.74 - $321.29 $267K - $307K
843 $263M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-1.3K
- 1.71%
$78.0 - $84.37 $102K - $110K
75K $5.99B
MA
Mastercard Inc

Financial Services
-376
- 19.84%
$504.67 - $576.31 $190K - $217K
1.52K $832M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-584
- 4.33%
$169.43 - $182.84 $98.9K - $107K
12.9K $2.24B
NFLX
Netflix Inc

Communication Services
-201
- 14.16%
$828.4 - $1058.6 $167K - $213K
1.22K $1.14B
LMT
Lockheed Martin Corp

Industrials
-194
- 20.17%
$423.19 - $506.29 $82.1K - $98.2K
768 $343M
AMD
Advanced Micro Devices Inc

Technology
-496
- 11.86%
$96.63 - $129.55 $47.9K - $64.3K
3.69K $379M
TXN
Texas Instruments Inc

Technology
-465
- 20.38%
N/A
1.82K $326M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 1.2%
$347.25 - $424.87 $10.1K - $12.3K
2.38K $872M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-220
- 0.71%
$51.3 - $56.76 $11.3K - $12.5K
31K $1.64B
VO
Vanguard Mid Cap ETF

ETFs
-35
- 0.65%
$251.87 - $277.95 $8.82K - $9.73K
5.32K $1.38B
WMT
Walmart Inc.

Consumer Defensive
-174
- 1.44%
$84.5 - $105.05 $14.7K - $18.3K
11.9K $1.04B
LOW
Lowes Companies Inc

Consumer Cyclical
-53
- 3.39%
$222.66 - $268.42 $11.8K - $14.2K
1.51K $352M
FICO
Fair Isaac Corp

Technology
-8
- 6.61%
$1695.35 - $2030.47 $13.6K - $16.2K
113 $208M
IFRA
Ishares Tr

ETFs
-320
- 2.87%
$44.8 - $49.25 $14.3K - $15.8K
10.8K $489M
ELV
Elevance Health, Inc.

Healthcare
-139
- 23.13%
$365.9 - $436.25 $50.9K - $60.6K
462 $201M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-8
- 0.32%
$168.16 - $186.21 $1.35K - $1.49K
2.48K $423M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
-1.18K
- 15.5%
$29.14 - $32.97 $34.5K - $39K
6.45K $206M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-285
- 1.6%
$126.11 - $135.06 $35.9K - $38.5K
17.5K $2.26B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-29
- 0.09%
$56.17 - $59.71 $1.63K - $1.73K
33.3K $1.9B
IWD
Ishares Russell 1000 Val ETF

ETFs
-34
- 1.94%
$182.82 - $196.21 $6.22K - $6.67K
1.72K $324M
CSCO
Cisco Systems, Inc.

Technology
-169
- 2.06%
$58.74 - $64.87 $9.93K - $11K
8.03K $495M
VEU
Vanguard Ftse All World Ex Us

ETFs
-28
- 0.64%
$56.51 - $62.98 $1.58K - $1.76K
4.32K $262M
BMY
Bristol Myers Squibb CO

Healthcare
-307
- 3.99%
$53.9 - $63.11 $16.5K - $19.4K
7.39K $450M
LNG
Cheniere Energy, Inc.

Energy
-30
- 1.38%
$209.32 - $253.66 $6.28K - $7.61K
2.14K $496M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-1
- 0.02%
$442.66 - $534.52 $443 - $535
6K $3.2B
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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