Riverbend Wealth Management, LLC Reduced Holdings in Q3 2025

Riverbend Wealth Management, LLC

  • $143 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NFLX
Netflix Inc

Communication Services
-14
- 1.15%
$1147.87 - $1297.18 $16.1K - $18.2K
1.21K $1.44B
BKNG
Booking Holdings Inc.

Consumer Cyclical
-6
- 2.97%
$5364.25 - $5815.92 $32.2K - $34.9K
196 $1.06B
TXN
Texas Instruments Inc

Technology
-29
- 1.56%
N/A
1.83K $337M
LNG
Cheniere Energy, Inc.

Energy
-24
- 1.09%
$222.68 - $244.28 $5.34K - $5.86K
2.17K $510M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-96
- 7.49%
$435.72 - $463.74 $41.8K - $44.5K
1.19K $550M
CSCO
Cisco Systems, Inc.

Technology
-60
- 0.95%
$66.2 - $71.79 $3.97K - $4.31K
6.26K $428M
JPM
Jpmorgan Chase & CO

Financial Services
-553
- 7.82%
$282.78 - $316.06 $156K - $175K
6.52K $2.06B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-109
- 4.33%
$182.33 - $194.5 $19.9K - $21.2K
2.41K $469M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-172
- 4.21%
$49.43 - $54.52 $8.5K - $9.38K
3.92K $212M
HIG
Hartford Financial Services Group, Inc.

Financial Services
-10
- 0.46%
$119.73 - $134.7 $1.2K - $1.35K
2.17K $289M
VO
Vanguard Mid Cap ETF

ETFs
-214
- 3.84%
$279.83 - $293.74 $59.9K - $62.9K
5.37K $1.58B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-1.46K
- 3.57%
$31.79 - $33.42 $46.5K - $48.9K
39.5K $1.32B
HOUS
Anywhere Real Estate Inc.

Real Estate
-15.9K
- 58.4%
$3.64 - $10.94 $58K - $174K
11.4K $120M
VIG
Vanguard Dividend Appreciation

ETFs
-68
- 2.07%
N/A
3.22K $694M
LOW
Lowes Companies Inc

Consumer Cyclical
-80
- 5.18%
$215.01 - $273.02 $17.2K - $21.8K
1.46K $368M
MS
Morgan Stanley

Financial Services
-33
- 1.94%
$139.09 - $161.16 $4.59K - $5.32K
1.67K $266M
LMT
Lockheed Martin Corp

Industrials
-1
- 0.14%
$410.74 - $499.21 $411 - $499
726 $362M
VTI
Vanguard Total Stock Market Et

ETFs
-3
- 0.22%
$303.93 - $329.86 $912 - $990
1.36K $446M
IFRA
Ishares Tr

ETFs
-72
- 0.64%
$49.77 - $52.82 $3.58K - $3.8K
11.1K $588M
FITB
Fifth Third Bancorp

Financial Services
-220
- 1.55%
$40.91 - $46.28 $9K - $10.2K
13.9K $621M
CAT
Caterpillar Inc

Industrials
-58
- 7.28%
$390.92 - $477.15 $22.7K - $27.7K
739 $353M
WMT
Walmart Inc.

Consumer Defensive
-167
- 1.34%
$94.4 - $104.27 $15.8K - $17.4K
12.3K $1.26B
UBER
Uber Technologies, Inc

Technology
-57
- 0.49%
$86.91 - $99.57 $4.95K - $5.68K
11.6K $1.14B
AXP
American Express CO

Financial Services
-14
- 0.33%
$294.27 - $342.31 $4.12K - $4.79K
4.17K $1.39B
SPY
Spdr S&P 500 ETF Trust

ETFs
-82
- 3.58%
$617.65 - $666.84 $50.6K - $54.7K
2.21K $1.47B
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-44
- 0.14%
$53.93 - $57.58 $2.37K - $2.53K
31.7K $1.79B
Blackrock Inc
-5
- 0.81%
N/A
614 $716M
RTX
Raytheon Technologies Corp

Industrials
-16
- 0.43%
$144.19 - $167.33 $2.31K - $2.68K
3.72K $622M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-33
- 0.27%
$181.56 - $190.33 $5.99K - $6.28K
12.2K $2.32B
BAC
Bank Of America Corp

Financial Services
-131
- 0.54%
$44.92 - $52.42 $5.88K - $6.87K
24.2K $1.25B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-268
- 1.44%
$132.9 - $142.03 $35.6K - $38.1K
18.3K $2.58B
DGRO
Ishares Core Dividend Growth E

ETFs
-739
- 1.43%
$64.12 - $68.08 $47.4K - $50.3K
50.8K $3.46B
VGT
Vanguard Information Technolog

ETFs
-9
- 0.43%
$656.44 - $753.15 $5.91K - $6.78K
2.06K $1.54B
C
Citigroup Inc

Financial Services
-17
- 0.11%
$85.57 - $103.49 $1.45K - $1.76K
15.1K $1.53B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-159
- 1.84%
$546.99 - $602.2 $87K - $95.7K
8.49K $5.1B
IVV
Ishares Core S&P 500 ETF

ETFs
-353
- 2.8%
$620.67 - $670.08 $219K - $237K
12.2K $8.19B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-175
- 0.23%
$84.28 - $89.46 $14.7K - $15.7K
77K $6.85B
AVGO
Broadcom Inc.

Technology
-174
- 1.52%
$264.74 - $369.57 $46.1K - $64.3K
11.3K $3.72B
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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