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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.99 Billion 6.26% of portfolio
12,449
Q1 2025 Reduced 13.77%
$0
$5.99 Billion 5.36% of portfolio
74,995
Q1 2025 Reduced 1.71%
$3.42T
$4.83 Billion 4.32% of portfolio
21,732
Q1 2025 Reduced 2.63%
$0
$3.83 Billion 3.43% of portfolio
8,172
Q1 2025 Added 0.27%
$694B
$3.2 Billion 2.86% of portfolio
6,001
Q1 2025 Reduced 0.02%
$0
$3.16 Billion 2.83% of portfolio
51,183
Q1 2025 Reduced 4.43%
$2.95T
$3.02 Billion 2.7% of portfolio
8,046
Q1 2025 Added 2.5%
Alps ETF Tr
-
$2.95 Billion 2.64% of portfolio
-
Q1 2025 Added 6.67%
$1.88T
$2.28 Billion 2.04% of portfolio
11,985
Q1 2025 Added 3.54%
$0
$2.26 Billion 2.02% of portfolio
17,530
Q1 2025 Reduced 1.6%
$0
$2.24 Billion 2.0% of portfolio
12,918
Q1 2025 Reduced 4.33%
$957B
$2.09 Billion 1.87% of portfolio
13,546
Q1 2025 Added 3.49%
$271B
$2 Billion 1.79% of portfolio
18,441
Q1 2025 Added 4.75%
$0
$1.9 Billion 1.7% of portfolio
33,303
Q1 2025 Reduced 0.09%
$0
$1.88 Billion 1.68% of portfolio
41,201
Q1 2025 Added 5.52%
$78B
$1.86 Billion 1.66% of portfolio
11,105
Q1 2025 Added 10.07%
$0
$1.64 Billion 1.47% of portfolio
30,974
Q1 2025 Reduced 0.71%
$0
$1.54 Billion 1.38% of portfolio
18,812
Q1 2025 Added 1.95%
$1.25T
$1.49 Billion 1.33% of portfolio
2,577
Q1 2025 Added 0.31%
$0
$1.38 Billion 1.23% of portfolio
5,321
Q1 2025 Reduced 0.65%
Pimco ETF Tr
-
$1.36 Billion 1.22% of portfolio
-
Q1 2025 New
$385B
$1.35 Billion 1.21% of portfolio
2,573
Q1 2025 Added 9.54%
$216B
$1.21 Billion 1.08% of portfolio
13,493
Q1 2025 Added 84.46%
$0
$1.17 Billion 1.05% of portfolio
2,098
Q1 2025 Added 3.2%
$504B
$1.14 Billion 1.02% of portfolio
1,218
Q1 2025 Reduced 14.16%
$0
$1.1 Billion 0.98% of portfolio
14,021
Q1 2025 Added 1.43%
$0
$1.09 Billion 0.98% of portfolio
36,705
Q1 2025 Added 22.89%
$199B
$1.09 Billion 0.97% of portfolio
4,036
Q1 2025 Added 4.1%
$0
$1.06 Billion 0.95% of portfolio
1,952
Q1 2025 Added 8.87%
$266B
$1.06 Billion 0.95% of portfolio
6,341
Q1 2025 Added 6.14%
$264B
$1.04 Billion 0.93% of portfolio
11,876
Q1 2025 Reduced 1.44%
$0
$1.04 Billion 0.93% of portfolio
26,628
Q1 2025 Added 6.32%
$320B
$981 Million 0.88% of portfolio
23,511
Q1 2025 Added 4.44%
$132B
$968 Million 0.87% of portfolio
13,632
Q1 2025 Added 24.56%
$0
$959 Million 0.86% of portfolio
7,862
Q1 2025 Added 1.12%
$854B
$916 Million 0.82% of portfolio
1,109
Q1 2025 Added 3.16%
$202B
$892 Million 0.8% of portfolio
194
Q1 2025 Added 4.3%
$369B
$872 Million 0.78% of portfolio
2,380
Q1 2025 Reduced 1.2%
$269B
$865 Million 0.77% of portfolio
3,224
Q1 2025 Added 11.48%
$160B
$824 Million 0.74% of portfolio
11,314
Q1 2025 Added 103.31%
$523B
$832 Million 0.74% of portfolio
1,519
Q1 2025 Reduced 19.84%
$409B
$801 Million 0.72% of portfolio
4,828
Q1 2025 Added 4.66%
$385B
$795 Million 0.71% of portfolio
4,665
Q1 2025 Added 2.91%
$0
$735 Million 0.66% of portfolio
5,400
Q4 2024 New
$440B
$710 Million 0.64% of portfolio
5,973
Q1 2025 Added 2.72%
$174B
$700 Million 0.63% of portfolio
1,825
Q1 2025 Added 38.15%
Dimensional ETF Trust
-
$696 Million 0.62% of portfolio
-
Q1 2025 Added 18.54%
$345B
$642 Million 0.57% of portfolio
3,064
Q1 2025 Added 2.2%
$979B
$621 Million 0.56% of portfolio
3,972
Q1 2025 Added 5.53%

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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