Riversedge Advisors, LLC Incresed Positions in Q4 2024

Riversedge Advisors, LLC

  • $418 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
568
+ 0.62%
$221.69 - $259.02 $126K - $147K
92.8K $23.2M
SCHV
Schwab Strategic Tr Us Large C

ETFs
106K
+ 441.31%
$25.79 - $80.4 $2.75M - $8.56M
131K $3.4M
SCHX
Schwab Strategic Tr Us Large C

ETFs
1.21M
+ 198.1%
$22.4 - $68.28 $27.2M - $82.9M
1.83M $42.4M
PLTR
Palantir Technologies Inc.

Technology
50
+ 0.26%
$36.46 - $82.38 $1.82K - $4.12K
19.1K $1.44M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.04K
+ 7.09%
$264.18 - $304.19 $274K - $316K
15.7K $4.4M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
16.2K
+ 9.13%
$36.54 - $37.53 $591K - $607K
193K $7.12M
AMZN
Amazon Com Inc

Consumer Cyclical
1.08K
+ 17.97%
$180.88 - $232.93 $196K - $252K
7.1K $1.56M
IEMG
Ishares Inc

ETFs
8.02K
+ 200.73%
N/A
12K $644K
NVDA
Nvidia Corp

Technology
407
+ 1.73%
$117.0 - $148.88 $47.6K - $60.6K
24K $3.22M
VBR
Vanguard Small Cap Value ETF

ETFs
1.44K
+ 11.25%
$197.36 - $217.3 $284K - $313K
14.2K $2.82M
TSLA
Tesla, Inc.

Consumer Cyclical
259
+ 32.7%
$213.65 - $479.86 $55.3K - $124K
1.05K $424K
AVGO
Broadcom Inc.

Technology
232
+ 9.09%
$159.67 - $250.0 $37K - $58K
2.78K $645K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
650
+ 22.81%
$172.07 - $207.36 $112K - $135K
3.5K $691K
GOOG
Alphabet Inc.

Communication Services
370
+ 6.95%
$163.08 - $198.16 $60.3K - $73.3K
5.7K $1.08M
MSFT
Microsoft Corp

Technology
552
+ 8.06%
$406.35 - $454.46 $224K - $251K
7.4K $3.12M
CRM
Salesforce, Inc.

Technology
104
+ 5.42%
$270.87 - $367.87 $28.2K - $38.3K
2.02K $676K
JPM
Jpmorgan Chase & CO

Financial Services
183
+ 7.62%
$205.18 - $250.29 $37.5K - $45.8K
2.59K $619K
V
Visa Inc.

Financial Services
172
+ 14.45%
$273.87 - $320.91 $47.1K - $55.2K
1.36K $430K
UITB
Usaa ETF Tr Core Intermediate

ETFs
30.6K
+ 4.6%
$45.83 - $48.07 $1.4M - $1.47M
696K $32M
SUB
Ishares Short Term National Mu

ETFs
848
+ 21.26%
$104.94 - $106.2 $89K - $90.1K
4.84K $510K
TPL
Texas Pacific Land Corp

Energy
6
+ 1.69%
$915.49 - $1730.0 $5.49K - $10.4K
362 $400K
HYD
Vaneck High Yield Muni ETF

ETFs
3K
+ 4.79%
$51.09 - $53.06 $153K - $159K
65.7K $3.41M
META
Meta Platforms, Inc.

Communication Services
98
+ 7.2%
$554.08 - $632.68 $54.3K - $62K
1.46K $861K
VGT
Vanguard Information Technolog

ETFs
12
+ 0.57%
$571.78 - $647.97 $6.86K - $7.78K
2.11K $1.31M
IVW
Ishares S&P 500 Growth ETF

ETFs
15
+ 0.12%
$94.43 - $105.47 $1.42K - $1.58K
12.7K $1.29M
COST
Costco Wholesale Corp

Consumer Defensive
47
+ 5.4%
$873.59 - $994.69 $41.1K - $46.8K
917 $840K
SAP
Sap Se

Technology
201
+ 21.29%
$218.13 - $255.54 $43.8K - $51.4K
1.15K $281K
BAC
Bank Of America Corp

Financial Services
438
+ 4.65%
$39.22 - $47.77 $17.2K - $20.9K
9.87K $433K
BMY
Bristol Myers Squibb CO

Healthcare
583
+ 11.55%
$51.92 - $59.94 $30.3K - $34.9K
5.63K $318K
NFLX
Netflix Inc

Communication Services
4
+ 1.4%
$687.65 - $936.56 $2.75K - $3.75K
289 $257K
ISRG
Intuitive Surgical Inc

Healthcare
41
+ 5.07%
$471.27 - $550.62 $19.3K - $22.6K
849 $443K
MUB
Ishares National Muni Bond ETF

ETFs
821
+ 3.77%
$105.78 - $108.7 $86.8K - $89.2K
22.6K $2.41M
MAR
Marriott International Inc

Consumer Cyclical
33
+ 3.15%
$246.06 - $292.59 $8.12K - $9.66K
1.08K $301K
BX
Blackstone Inc.

Financial Services
47
+ 3.4%
$148.45 - $199.05 $6.98K - $9.36K
1.43K $246K
HD
Home Depot, Inc.

Consumer Cyclical
119
+ 11.9%
$385.02 - $431.37 $45.8K - $51.3K
1.12K $435K
MFG
Mizuho Financial Group Inc

Financial Services
4.75K
+ 45.95%
$4.05 - $5.26 $19.2K - $25K
15.1K $73K
SHEL
Shell PLC

Energy
559
+ 18.37%
$60.63 - $70.23 $33.9K - $39.3K
3.6K $225K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
774
+ 40.95%
$82.28 - $117.52 $63.7K - $91K
2.66K $225K
ADP
Automatic Data Processing Inc

Industrials
37
+ 4.21%
$280.08 - $307.97 $10.4K - $11.4K
916 $268K
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.24%
$280.04 - $302.45 $1.68K - $1.81K
2.53K $733K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
12
+ 0.35%
$278.19 - $315.36 $3.34K - $3.78K
3.4K $978K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4
+ 0.46%
$521.84 - $558.82 $2.09K - $2.24K
879 $473K
ABT
Abbott Laboratories

Healthcare
127
+ 3.82%
$111.93 - $119.39 $14.2K - $15.2K
3.45K $390K
ASML
Asml Holding Nv

Technology
76
+ 25.94%
$658.43 - $872.27 $50K - $66.3K
369 $255K
CVX
Chevron Corp

Energy
132
+ 3.55%
$141.15 - $162.53 $18.6K - $21.5K
3.85K $557K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
54
+ 2.64%
$442.29 - $483.08 $23.9K - $26.1K
2.1K $951K
VV
Vanguard Large Cap ETF

ETFs
5
+ 0.39%
$260.27 - $280.65 $1.3K - $1.4K
1.29K $348K
MCO
Moodys Corp

Financial Services
17
+ 0.88%
$454.04 - $500.88 $7.72K - $8.51K
1.95K $923K
SPY
Spdr S&P 500 ETF Trust

ETFs
1
+ 0.23%
$567.81 - $607.81 $568 - $608
433 $253K
Activity Summary
Buys All Purchases 76 New Holdings 8 Increased Positions 68 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 1
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