Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $504 Million
  • Q2 2025

Riversedge Advisors, LLC has filed its 13F form on July 09, 2025 for Q2 2025 where it was disclosed a total value porftolio of $504 Million distributed in 126 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Large Cap ETF with a value of $62.1M, Ishares Core Msci Intl Develop with a value of $45.5M, Vanguard Bd Index Fd Inc Total with a value of $43.2M, Spdr Portfolio with a value of $33.5M, and Spdr Portfolio S&P 500 Value E with a value of $26.4M.

Examining the 13F form we can see an increase of $64.1M in the current position value, from $440M to 504M.

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

Portfolio value $504 Million
ETFs: $442 Million
Technology: $33.5 Million
Financial Services: $8.38 Million
Consumer Cyclical: $5.44 Million
Communication Services: $5.41 Million
Healthcare: $3.44 Million
Consumer Defensive: $1.87 Million
Energy: $1.73 Million
Other: $1.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.1 Million 12.33% of portfolio
217,692
Q2 2025 Added 94.92%
$0
$45.5 Million 9.04% of portfolio
598,627
Q2 2025 Added 16.94%
$0
$43.2 Million 8.57% of portfolio
586,553
Q2 2025 Added 6.45%
$0
$33.5 Million 6.66% of portfolio
351,671
Q2 2025 Reduced 2.22%
$0
$26.4 Million 5.23% of portfolio
503,703
Q2 2025 Reduced 7.11%
$0
$26.1 Million 5.19% of portfolio
528,209
Q2 2025 Added 13.75%
$0
$24.6 Million 4.89% of portfolio
1,113,654
Q2 2025 Reduced 0.89%
$0
$23.7 Million 4.71% of portfolio
130,495
Q2 2025 Reduced 3.96%
$0
$18.7 Million 3.71% of portfolio
223,604
Q2 2025 Reduced 15.44%
$3.44T
$17.9 Million 3.56% of portfolio
87,449
Q2 2025 Reduced 1.27%
$0
$16.3 Million 3.23% of portfolio
285,258
Q2 2025 Added 1.05%
$0
$14.9 Million 2.96% of portfolio
303,926
Q2 2025 Added 17.14%
$0
$14 Million 2.78% of portfolio
573,799
Q2 2025 Reduced 49.9%
$0
$12.4 Million 2.46% of portfolio
28,248
Q2 2025 Added 18.37%
$0
$11.4 Million 2.26% of portfolio
104,113
Q2 2025 Added 61.3%
$0
$8.85 Million 1.76% of portfolio
103,387
Q2 2025 Added 43.49%
$0
$8.53 Million 1.69% of portfolio
172,375
Q2 2025 Reduced 4.58%
$0
$5.02 Million 1.0% of portfolio
198,224
Q2 2025 Reduced 32.36%
$0
$4.9 Million 0.97% of portfolio
23,506
Q2 2025 Reduced 3.41%
$0
$4.69 Million 0.93% of portfolio
109,794
Q2 2025 Reduced 3.53%
$3.81T
$4.52 Million 0.9% of portfolio
9,093
Q2 2025 Added 38.3%
$433B
$3.98 Million 0.79% of portfolio
25,188
Q2 2025 Added 12.57%
$0
$3.41 Million 0.68% of portfolio
12,319
Q2 2025 Reduced 15.04%
$304B
$2.98 Million 0.59% of portfolio
21,870
Q2 2025 Added 6.4%
$0
$2.79 Million 0.55% of portfolio
74,352
Q2 2025 Added 47.2%
$0
$2.25 Million 0.45% of portfolio
81,306
Q2 2025 Added 3.53%
$0
$2.16 Million 0.43% of portfolio
3,485
Q2 2025 Added 9.11%
$2.37T
$2.09 Million 0.41% of portfolio
9,529
Q2 2025 Added 40.46%
$0
$1.99 Million 0.39% of portfolio
10,196
Q2 2025 Reduced 19.74%
$1.14T
$1.76 Million 0.35% of portfolio
10,012
Q2 2025 Added 12.6%
$0
$1.72 Million 0.34% of portfolio
16,488
Q2 2025 Reduced 8.48%
$0
$1.45 Million 0.29% of portfolio
13,174
Q2 2025 Added 3.29%
$1.58T
$1.47 Million 0.29% of portfolio
1,997
Q2 2025 Added 20.3%
$0
$1.34 Million 0.27% of portfolio
26,657
Q2 2025 Reduced 23.7%
$0
$1.37 Million 0.27% of portfolio
2,068
Q2 2025 Reduced 2.13%
$1.18T
$1.23 Million 0.24% of portfolio
6,924
Q2 2025 Added 17.94%
$117B
$1.11 Million 0.22% of portfolio
4,029
Q2 2025 Added 27.42%
$622B
$1.12 Million 0.22% of portfolio
2,310
Q2 2025 Reduced 1.99%
$0
$1.05 Million 0.21% of portfolio
42,366
Q2 2025 Reduced 57.22%
$0
$1.03 Million 0.21% of portfolio
3,617
Q2 2025 Added 3.08%
$413B
$1 Million 0.2% of portfolio
1,015
Q2 2025 Added 0.89%
$94B
$1.01 Million 0.2% of portfolio
2,016
Q2 2025 Added 1.87%
$1.25T
$964,000 0.19% of portfolio
4,257
Q2 2025 Added 36.97%
$0
$911,000 0.18% of portfolio
17,398
Q3 2023 Added 0.46%
$870B
$913,000 0.18% of portfolio
3,150
Q2 2025 Added 8.21%
$0
$861,000 0.17% of portfolio
4,936
Q2 2025 Reduced 17.86%
$964B
$826,000 0.16% of portfolio
2,602
Q2 2025 Added 125.87%
$0
$742,000 0.15% of portfolio
2,444
Q2 2025 Reduced 3.09%
$337B
$700,000 0.14% of portfolio
3,773
Q2 2025 Added 2.61%

Summary

  • Portfolio
  • No. of Stocks 126
  • Current Value $504 Million
  • Prior Value $440 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 09, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 18 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 46 stocks
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