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
MA
Mastercard Inc

Financial Services
26
+ 1.69%
$550.18 - $598.96 $14.3K - $15.6K
1.56K $887M
CNP
Centerpoint Energy Inc

Utilities
341
+ 5.92%
$35.77 - $39.16 $12.2K - $13.4K
6.1K $237M
AMGN
Amgen Inc

Healthcare
62
+ 2.94%
$271.18 - $309.22 $16.8K - $19.2K
2.17K $613M
EXC
Exelon Corp

Utilities
354
+ 7.64%
$42.73 - $45.54 $15.1K - $16.1K
4.99K $224M
LQD
Ishares Iboxx $ Investment Gra

ETFs
165
+ 6.33%
$107.66 - $112.36 $17.8K - $18.5K
2.77K $309M
DUK
Duke Energy Corp

Utilities
91
+ 4.7%
$116.31 - $125.93 $10.6K - $11.5K
2.03K $251M
WFC
Wells Fargo & Company

Financial Services
102
+ 2.85%
$77.05 - $85.16 $7.86K - $8.69K
3.69K $309M
ED
Consolidated Edison Inc

Utilities
169
+ 8.42%
$95.57 - $105.36 $16.2K - $17.8K
2.18K $219M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
302
+ 7.41%
$49.78 - $50.75 $15K - $15.3K
4.38K $222M
IDEV
Ishares Core Msci Intl Develop

ETFs
32
+ 0.93%
$74.68 - $80.26 $2.39K - $2.57K
3.47K $278M
TMUS
T Mobile Us, Inc.

Communication Services
52
+ 5.88%
$226.02 - $259.01 $11.8K - $13.5K
937 $224M
LLY
Eli Lilly & CO

Healthcare
50
+ 3.01%
$625.65 - $812.69 $31.3K - $40.6K
1.71K $1.31B
ADI
Analog Devices Inc

Technology
1
+ 0.08%
$220.68 - $255.63 $221 - $256
1.22K $299M
MUB
Ishares National Muni Bond ETF

ETFs
11
+ 0.38%
$103.24 - $106.68 $1.14K - $1.17K
2.88K $306M
UBSI
United Bankshares Inc

Financial Services
12
+ 0.15%
$35.03 - $38.73 $420 - $465
8.19K $305M
DLR
Digital Realty Trust, Inc.

Real Estate
48
+ 2.35%
$161.21 - $180.02 $7.74K - $8.64K
2.09K $362M
META
Meta Platforms, Inc.

Communication Services
13
+ 0.49%
$695.21 - $791.73 $9.04K - $10.3K
2.67K $1.96B
BMY
Bristol Myers Squibb CO

Healthcare
12
+ 0.15%
$43.31 - $48.98 $520 - $588
8.04K $363M
PG
Procter & Gamble CO

Consumer Defensive
63
+ 1.36%
$150.47 - $161.22 $9.48K - $10.2K
4.7K $722M
HON
Honeywell International Inc

Industrials
13
+ 1.15%
$207.7 - $240.4 $2.7K - $3.13K
1.15K $242M
KO
Coca Cola CO

Consumer Defensive
162
+ 2.07%
$65.67 - $71.67 $10.6K - $11.6K
8K $530M
ELV
Elevance Health, Inc.

Healthcare
63
+ 9.12%
$274.66 - $395.76 $17.3K - $24.9K
754 $244M
FCX
Freeport Mcmoran Inc

Basic Materials
98
+ 1.14%
$35.34 - $47.21 $3.46K - $4.63K
8.7K $341M
EQT
Eqt Corp

Energy
300
+ 2.09%
$49.19 - $59.19 $14.8K - $17.8K
14.6K $797M
ADBE
Adobe Inc.

Technology
29
+ 1.77%
$333.65 - $392.1 $9.68K - $11.4K
1.67K $588M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
43
+ 3.05%
$159.87 - $247.68 $6.87K - $10.7K
1.45K $258M
CRM
Salesforce, Inc.

Technology
75
+ 2.74%
$231.66 - $273.65 $17.4K - $20.5K
2.82K $668M
NVO
Novo Nordisk A S

Healthcare
433
+ 5.12%
$45.38 - $71.7 $19.6K - $31K
8.88K $493M
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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