Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $440 Million
  • Q1 2025

Riversedge Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $440 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $40.5M, Ishares Core Msci Intl Develop with a value of $35.3M, Spdr Portfolio with a value of $28.9M, Vanguard Large Cap ETF with a value of $28.7M, and Spdr Portfolio S&P 500 Value E with a value of $27.7M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $418M to 440M.

Below you can find more details about Riversedge Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $440 Million
ETFs: $387 Million
Technology: $28.9 Million
Financial Services: $6.06 Million
Healthcare: $4.17 Million
Consumer Cyclical: $4.09 Million
Communication Services: $3.94 Million
Energy: $2.63 Million
Consumer Defensive: $1.3 Million
Other: $1.31 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.5 Million 9.21% of portfolio
551,003
Q1 2025 Added 4,688.0%
$0
$35.3 Million 8.02% of portfolio
511,906
Q1 2025 Added 3,160.34%
$0
$28.9 Million 6.58% of portfolio
359,669
Q1 2025 Reduced 0.9%
$0
$28.7 Million 6.53% of portfolio
111,681
Q1 2025 Added 8,537.35%
$0
$27.7 Million 6.3% of portfolio
542,275
Q1 2025 Reduced 0.34%
$0
$25.3 Million 5.75% of portfolio
1,145,220
Q1 2025 Reduced 37.33%
$0
$23.5 Million 5.35% of portfolio
135,882
Q1 2025 Added 7.41%
$0
$22.2 Million 5.06% of portfolio
1,123,658
Q1 2025 Reduced 0.56%
$0
$21 Million 4.78% of portfolio
464,378
Q1 2025 Added 61.43%
$0
$20 Million 4.55% of portfolio
264,431
Q1 2025 Reduced 16.96%
$3.24T
$19.7 Million 4.48% of portfolio
88,574
Q1 2025 Reduced 4.58%
$0
$14.3 Million 3.26% of portfolio
282,293
Q1 2025 Reduced 1.43%
$0
$12.9 Million 2.93% of portfolio
259,465
Q1 2025 Added 76.99%
$0
$8.82 Million 2.01% of portfolio
180,650
Q1 2025 New
$0
$8.85 Million 2.01% of portfolio
23,865
Q1 2025 Added 8.46%
$0
$6.87 Million 1.56% of portfolio
293,045
Q1 2025 Reduced 54.61%
$0
$6.05 Million 1.38% of portfolio
72,052
Q1 2025 Reduced 0.64%
$0
$5.89 Million 1.34% of portfolio
34,120
Q1 2025 Added 10.26%
$0
$4.78 Million 1.09% of portfolio
86,839
Q1 2025 Reduced 66.71%
$0
$4.54 Million 1.03% of portfolio
24,335
Q1 2025 Reduced 3.96%
$0
$4.48 Million 1.02% of portfolio
113,810
Q1 2025 Reduced 1.45%
$0
$3.65 Million 0.83% of portfolio
14,500
Q1 2025 Reduced 7.63%
$0
$2.5 Million 0.57% of portfolio
99,030
Q1 2025 Reduced 23.54%
$3.52T
$2.47 Million 0.56% of portfolio
6,575
Q1 2025 Reduced 11.17%
$355B
$2.43 Million 0.55% of portfolio
22,376
Q1 2025 Reduced 6.71%
$0
$2.37 Million 0.54% of portfolio
12,704
Q1 2025 Reduced 10.73%
$0
$2.09 Million 0.47% of portfolio
78,537
Q1 2025 Reduced 39.86%
$0
$1.9 Million 0.43% of portfolio
18,015
Q1 2025 Reduced 20.35%
$0
$1.86 Million 0.42% of portfolio
50,512
Q1 2025 Reduced 73.89%
$0
$1.79 Million 0.41% of portfolio
3,194
Q1 2025 Added 8.16%
$0
$1.79 Million 0.41% of portfolio
34,938
Q1 2025 Reduced 46.8%
$259B
$1.73 Million 0.39% of portfolio
20,555
Q1 2025 Added 7.7%
$993B
$1.38 Million 0.31% of portfolio
8,892
Q1 2025 Added 3.02%
$648B
$1.26 Million 0.29% of portfolio
2,357
Q1 2025 Added 12.29%
$2.21T
$1.29 Million 0.29% of portfolio
6,784
Q1 2025 Reduced 4.38%
$0
$1.23 Million 0.28% of portfolio
24,582
Q1 2025 Reduced 80.99%
$0
$1.18 Million 0.27% of portfolio
12,754
Q1 2025 Added 0.11%
$0
$1.15 Million 0.26% of portfolio
2,113
Q1 2025 Added 0.14%
$0
$1.05 Million 0.24% of portfolio
6,009
Q1 2025 Reduced 5.99%
$1.5T
$956,000 0.22% of portfolio
1,660
Q1 2025 Added 13.7%
$445B
$951,000 0.22% of portfolio
1,006
Q1 2025 Added 9.71%
$1.08T
$917,000 0.21% of portfolio
5,871
Q1 2025 Added 3.05%
$89B
$921,000 0.21% of portfolio
1,979
Q1 2025 Added 1.44%
$0
$920,000 0.21% of portfolio
23,393
Q1 2025 Reduced 95.5%
$0
$866,000 0.2% of portfolio
17,398
Q3 2023 Added 0.46%
$0
$896,000 0.2% of portfolio
3,509
Q1 2025 Added 3.21%
$334B
$770,000 0.18% of portfolio
3,677
Q1 2025 Added 1.04%
$782B
$714,000 0.16% of portfolio
2,911
Q1 2025 Added 12.61%
$276B
$691,000 0.16% of portfolio
4,135
Q1 2025 Added 7.4%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $440 Million
  • Prior Value $418 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
Track This Portfolio

Track Riversedge Advisors, LLC Portfolio

Follow Riversedge Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Riversedge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Riversedge Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email