Riverbend Wealth Management, LLC Portfolio Holdings

Riverbend Wealth Management, LLC

  • $112 Billion
  • Q1 2025

Riverbend Wealth Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $112 Billion distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $6.99B, Wisdomtree Tr Us Quality Divid with a value of $5.99B, Apple Inc. with a value of $4.83B, Invesco Qqq Trust, Series 1 with a value of $3.83B, and Berkshire Hathaway Inc Class B with a value of $3.2B.

Examining the 13F form we can see an decrease of $490M in the current position value, from $112B to 112B.

Riverbend Wealth Management, LLC is based out at Myrtle Beach, SC

Below you can find more details about Riverbend Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $112 Billion
ETFs: $50.5 Billion
Technology: $15.8 Billion
Financial Services: $10.7 Billion
Healthcare: $7.37 Billion
Communication Services: $5.34 Billion
Consumer Cyclical: $4.67 Billion
Energy: $3.83 Billion
Consumer Defensive: $3.5 Billion
Other: $4.52 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $112 Billion
  • Prior Value $112 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 10 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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