Riversedge Advisors, LLC Incresed Positions in Q1 2025

Riversedge Advisors, LLC

  • $440 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
539K
+ 4688.0%
$71.17 - $73.66 $38.4M - $39.7M
551K $40.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
496K
+ 3160.34%
$63.77 - $71.36 $31.6M - $35.4M
512K $35.3M
VV
Vanguard Large Cap ETF

ETFs
110K
+ 8537.35%
$253.32 - $282.66 $28M - $31.2M
112K $28.7M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
177K
+ 61.43%
$42.5 - $46.71 $7.51M - $8.25M
464K $21M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
113K
+ 76.99%
$49.25 - $50.66 $5.56M - $5.72M
259K $12.9M
RSP
Invesco S&P 500 Equal Weight E

ETFs
9.37K
+ 7.41%
$169.43 - $182.84 $1.59M - $1.71M
136K $23.5M
VTV
Vanguard Value ETF

ETFs
3.18K
+ 10.26%
$167.73 - $179.21 $533K - $569K
34.1K $5.89M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
258
+ 12.29%
$442.66 - $534.52 $114K - $138K
2.36K $1.26M
PLTR
Palantir Technologies Inc.

Technology
1.47K
+ 7.7%
$64.98 - $124.62 $95.5K - $183K
20.6K $1.73M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
962
+ 36.11%
$80.53 - $147.57 $77.5K - $142K
3.63K $479K
V
Visa Inc.

Financial Services
366
+ 26.87%
$306.92 - $362.71 $112K - $133K
1.73K $605K
CVX
Chevron Corp

Energy
285
+ 7.4%
$146.71 - $167.97 $41.8K - $47.9K
4.14K $691K
DVN
Devon Energy Corp

Energy
2.3K
+ 27.59%
$33.15 - $38.55 $76.2K - $88.6K
10.6K $397K
ABBV
Abb Vie Inc.

Healthcare
38
+ 1.04%
$169.2 - $216.66 $6.43K - $8.23K
3.68K $770K
MCD
Mcdonalds Corp

Consumer Cyclical
265
+ 14.95%
$279.74 - $321.29 $74.1K - $85.1K
2.04K $636K
SHEL
Shell PLC

Energy
1.11K
+ 30.79%
$62.84 - $73.29 $69.7K - $81.3K
4.71K $345K
HSBC
Hsbc Holdings PLC

Financial Services
1.38K
+ 29.14%
$48.68 - $61.58 $67.3K - $85.1K
6.12K $351K
COST
Costco Wholesale Corp

Consumer Defensive
89
+ 9.71%
$890.62 - $1076.86 $79.3K - $95.8K
1.01K $951K
SAP
Sap Se

Technology
287
+ 25.07%
$241.4 - $293.69 $69.3K - $84.3K
1.43K $384K
NFLX
Netflix Inc

Communication Services
93
+ 32.18%
$828.4 - $1058.6 $77K - $98.4K
382 $356K
ASML
Asml Holding Nv

Technology
165
+ 44.72%
$662.63 - $776.99 $109K - $128K
534 $353K
META
Meta Platforms, Inc.

Communication Services
200
+ 13.7%
$576.36 - $736.67 $115K - $147K
1.66K $956K
JPM
Jpmorgan Chase & CO

Financial Services
326
+ 12.61%
$225.19 - $279.95 $73.4K - $91.3K
2.91K $714K
ABT
Abbott Laboratories

Healthcare
204
+ 5.91%
$111.1 - $140.22 $22.7K - $28.6K
3.66K $485K
TPL
Texas Pacific Land Corp

Energy
8
+ 2.21%
$1180.08 - $1431.01 $9.44K - $11.4K
370 $490K
SAN
Banco Santander, S.A.

Financial Services
4.72K
+ 27.43%
$4.46 - $7.14 $21.1K - $33.7K
21.9K $147K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
12
+ 6.9%
$1187.71 - $1432.58 $14.3K - $17.2K
186 $266K
IVV
Ishares Core S&P 500 ETF

ETFs
241
+ 8.16%
$554.06 - $615.85 $134K - $148K
3.19K $1.79M
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.18K
+ 18.04%
$11.66 - $14.98 $25.4K - $32.6K
14.2K $194K
KO
Coca Cola CO

Consumer Defensive
57
+ 1.34%
$60.81 - $72.32 $3.47K - $4.12K
4.3K $308K
SPY
Spdr S&P 500 ETF Trust

ETFs
91
+ 21.02%
$551.42 - $612.93 $50.2K - $55.8K
524 $293K
ADP
Automatic Data Processing Inc

Industrials
88
+ 9.61%
$286.85 - $318.64 $25.2K - $28K
1K $306K
EFA
Ishares Tr Msci Eafe ETF

ETFs
180
+ 5.58%
$74.85 - $84.89 $13.5K - $15.3K
3.41K $278K
LYG
Lloyds Banking Group PLC

Financial Services
3.17K
+ 15.78%
$2.58 - $3.9 $8.18K - $12.4K
23.2K $88K
MFG
Mizuho Financial Group Inc

Financial Services
3.17K
+ 21.02%
$4.83 - $6.04 $15.3K - $19.1K
18.2K $100K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
26
+ 0.23%
$25.81 - $28.52 $671 - $742
11.2K $310K
HD
Home Depot, Inc.

Consumer Cyclical
88
+ 7.86%
$347.25 - $424.87 $30.6K - $37.4K
1.21K $442K
MCO
Moodys Corp

Financial Services
28
+ 1.44%
$437.8 - $527.48 $12.3K - $14.8K
1.98K $921K
RY
Royal Bank Of Canada

Financial Services
6
+ 0.32%
$108.81 - $123.4 $653 - $740
1.85K $208K
ISRG
Intuitive Surgical Inc

Healthcare
18
+ 2.12%
$476.63 - $610.45 $8.58K - $11K
867 $429K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3
+ 0.34%
$507.05 - $563.67 $1.52K - $1.69K
882 $453K
ETN
Eaton Corp PLC

Industrials
62
+ 7.91%
$271.83 - $371.23 $16.9K - $23K
846 $229K
BX
Blackstone Inc.

Financial Services
10
+ 0.7%
$136.53 - $186.74 $1.37K - $1.87K
1.44K $201K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
109
+ 3.21%
$254.58 - $302.92 $27.7K - $33K
3.51K $896K
IVW
Ishares S&P 500 Growth ETF

ETFs
14
+ 0.11%
$92.45 - $106.69 $1.29K - $1.49K
12.8K $1.18M
AVGO
Broadcom Inc.

Technology
378
+ 13.58%
$167.43 - $244.7 $63.3K - $92.5K
3.16K $529K
TSLA
Tesla, Inc.

Consumer Cyclical
101
+ 9.61%
$222.15 - $428.22 $22.4K - $43.3K
1.15K $298K
VGT
Vanguard Information Technolog

ETFs
3
+ 0.14%
$542.38 - $646.34 $1.63K - $1.94K
2.11K $1.15M
GOOG
Alphabet Inc.

Communication Services
174
+ 3.05%
$156.06 - $207.71 $27.2K - $36.1K
5.87K $917K
Activity Summary
Buys All Purchases 74 New Holdings 22 Increased Positions 52 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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