Riverbend Wealth Management, LLC Incresed Positions in Q3 2025

Riverbend Wealth Management, LLC

  • $143 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
318
+ 1.39%
$202.38 - $256.87 $64.4K - $81.7K
23.2K $5.91B
GOOGL
Alphabet Inc.

Communication Services
152
+ 1.23%
$174.36 - $254.72 $26.5K - $38.7K
12.5K $3.03B
NVDA
Nvidia Corp

Technology
722
+ 3.21%
$153.3 - $186.58 $111K - $135K
23.2K $4.33B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
7.44K
+ 19.89%
$45.26 - $46.63 $337K - $347K
44.9K $2.07B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.87K
+ 21.65%
$81.75 - $84.54 $316K - $327K
21.7K $1.83B
GOOG
Alphabet Inc.

Communication Services
41
+ 0.99%
$175.16 - $255.24 $7.18K - $10.5K
4.2K $1.02B
MSFT
Microsoft Corp

Technology
211
+ 2.6%
$491.09 - $535.64 $104K - $113K
8.32K $4.31B
ITOT
Ishares Core S&P Total U.S. St

ETFs
1K
+ 9.64%
$135.0 - $146.02 $136K - $147K
11.4K $1.66B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
3.25K
+ 11.84%
$36.04 - $38.78 $117K - $126K
30.7K $1.19B
CRH.L
Crh PLC

Basic Materials
58
+ 0.86%
N/A
6.84K $820M
ABBV
Abb Vie Inc.

Healthcare
41
+ 1.24%
$184.85 - $231.54 $7.58K - $9.49K
3.35K $776M
JNJ
Johnson & Johnson

Healthcare
24
+ 0.5%
$155.17 - $185.42 $3.72K - $4.45K
4.83K $896M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
1.96K
+ 14.51%
$78.11 - $79.07 $153K - $155K
15.5K $1.22B
Alps ETF Tr
4.13K
+ 2.68%
N/A
158K $4.14B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
68
+ 1.12%
$459.11 - $506.91 $31.2K - $34.5K
6.14K $3.09B
MRK
Merck & Co., Inc.

Healthcare
740
+ 5.12%
$77.6 - $87.37 $57.4K - $64.7K
15.2K $1.28B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.09K
+ 18.13%
$102.4 - $103.88 $112K - $114K
7.13K $737M
RECS
Columbia ETF Tr I

ETFs
1.42K
+ 9.59%
$36.82 - $40.35 $52.2K - $57.3K
16.2K $655M
GD
General Dynamics Corp

Industrials
41
+ 2.14%
$293.92 - $341.0 $12.1K - $14K
1.95K $666M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.09K
+ 12.73%
$54.35 - $59.32 $59.1K - $64.5K
9.64K $570M
EFV
Msci Eafe Value ETF

ETFs
437
+ 2.59%
$62.79 - $68.42 $27.4K - $29.9K
17.3K $1.17B
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.48K
+ 3.61%
$55.61 - $57.37 $82K - $84.6K
42.3K $2.41B
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 1.37%
$357.4 - $423.42 $10K - $11.9K
2.08K $842M
IAU
Ishares Gold Trust

ETFs
60
+ 0.82%
$61.62 - $72.77 $3.7K - $4.37K
7.39K $538M
Dimensional ETF Trust
316
+ 2.61%
N/A
12.4K $892M
FSMD
Fidelity Covington Tr Small Mi

ETFs
130
+ 0.48%
$41.29 - $44.71 $5.37K - $5.81K
27.2K $1.2B
TMO
Thermo Fisher Scientific Inc.

Healthcare
35
+ 4.85%
$404.94 - $499.99 $14.2K - $17.5K
756 $366M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
66
+ 11.66%
$567.77 - $614.76 $37.5K - $40.6K
632 $387M
PSX
Phillips 66

Energy
60
+ 1.77%
$118.37 - $139.46 $7.1K - $8.37K
3.46K $470M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
1.31K
+ 25.98%
$45.6 - $46.92 $59.8K - $61.5K
6.36K $297M
PEP
Pepsico Inc

Consumer Defensive
172
+ 3.72%
$133.81 - $152.16 $23K - $26.2K
4.8K $674M
LHX
L3 Harris Technologies, Inc.

Industrials
9
+ 0.88%
$252.18 - $305.41 $2.27K - $2.75K
1.04K $316M
CEG
Constellation Energy Corp

Utilities
125
+ 5.14%
$298.82 - $354.89 $37.4K - $44.4K
2.56K $842M
IVE
Ishares S&P 500 Value ETF

ETFs
96
+ 2.96%
$194.44 - $206.51 $18.7K - $19.8K
3.34K $689M
MO
Altria Group, Inc.

Consumer Defensive
117
+ 1.87%
$57.75 - $67.68 $6.76K - $7.92K
6.39K $422M
CVX
Chevron Corp

Energy
50
+ 1.3%
$145.57 - $161.83 $7.28K - $8.09K
3.9K $606M
Pimco ETF Tr
1.21K
+ 1.78%
N/A
69.2K $1.86B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
1.04K
+ 7.43%
$41.8 - $43.15 $43.4K - $44.8K
15K $641M
COM
Direxion Shs ETF Tr Auspice Br

ETFs
942
+ 4.42%
$27.47 - $28.76 $25.9K - $27.1K
22.3K $639M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
956
+ 16.49%
$50.85 - $51.35 $48.6K - $49.1K
6.75K $346M
TFC
Truist Financial Corp

Financial Services
189
+ 1.26%
$42.83 - $47.07 $8.09K - $8.9K
15.1K $693M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
916
+ 10.65%
$34.97 - $37.43 $32K - $34.3K
9.52K $354M
XOM
Exxon Mobil Corp

Energy
75
+ 1.16%
$105.83 - $117.22 $7.94K - $8.79K
6.56K $740M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.28K
+ 6.81%
$25.21 - $25.99 $32.4K - $33.4K
20.1K $521M
MDT
Medtronic PLC

Healthcare
107
+ 3.17%
$87.67 - $95.74 $9.38K - $10.2K
3.49K $332M
VEU
Vanguard Ftse All World Ex Us

ETFs
224
+ 4.43%
$66.38 - $71.68 $14.9K - $16.1K
5.28K $377M
IVW
Ishares S&P 500 Growth ETF

ETFs
133
+ 7.15%
$108.97 - $121.65 $14.5K - $16.2K
1.99K $241M
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
608
+ 9.23%
$44.82 - $46.28 $27.3K - $28.1K
7.2K $331M
AMZN
Amazon Com Inc

Consumer Cyclical
126
+ 1.02%
$211.65 - $238.24 $26.7K - $30K
12.5K $2.73B
Activity Summary
Buys All Purchases 86 New Holdings 7 Increased Positions 79 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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