Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $412 Million
  • Q3 2024

Riversedge Advisors, LLC has filed its 13F form on October 16, 2024 for Q3 2024 where it was disclosed a total value porftolio of $412 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $41.6M, Usaa ETF Tr Core Intermediate with a value of $31.9M, Spdr Portfolio with a value of $30.5M, Spdr Portfolio S&P 500 Value E with a value of $28.6M, and Ishares Tr with a value of $25M.

Examining the 13F form we can see an increase of $16.3M in the current position value, from $396M to 412M.

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

Portfolio value $412 Million
ETFs: $365 Million
Technology: $30.1 Million
Healthcare: $3.55 Million
Financial Services: $3.48 Million
Communication Services: $3.27 Million
Consumer Cyclical: $2.94 Million
Energy: $1.55 Million
Industrials: $1.32 Million
Other: $1.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.91T
$21.5 Million 5.22% of portfolio
92,255
Q3 2024 Added 0.43%
$3.16T
$2.95 Million 0.72% of portfolio
6,850
Q3 2024 Reduced 1.69%
$360B
$2.86 Million 0.69% of portfolio
23,579
Q3 2024 Reduced 0.53%
$1.15T
$1.4 Million 0.34% of portfolio
8,418
Q3 2024 Reduced 0.24%
$2.28T
$1.12 Million 0.27% of portfolio
6,014
Q3 2024 Reduced 2.53%
$590B
$941,000 0.23% of portfolio
2,045
Q3 2024 Added 0.84%
$87.8B
$917,000 0.22% of portfolio
1,934
Q3 2024 Added 0.42%
$1.18T
$890,000 0.22% of portfolio
5,327
Q3 2024 Added 0.17%
$406B
$771,000 0.19% of portfolio
870
Q3 2024 Added 1.4%
$1.36T
$779,000 0.19% of portfolio
1,362
Q3 2024 Added 5.83%
$377B
$721,000 0.18% of portfolio
4,452
Q3 2024 Added 2.44%
$157B
$708,000 0.17% of portfolio
19,036
Q3 2024 Added 83.6%
$320B
$702,000 0.17% of portfolio
3,555
Q3 2024 Added 2.45%
$333B
$525,000 0.13% of portfolio
1,920
Q3 2024 Added 6.79%
$289B
$547,000 0.13% of portfolio
3,718
Q3 2024 Added 0.16%
$1.08T
$494,000 0.12% of portfolio
2,850
Q3 2024 Added 1.17%
$714B
$506,000 0.12% of portfolio
2,402
Q3 2024 Added 9.38%
$94.2B
$440,000 0.11% of portfolio
2,552
Q3 2024 Added 976.79%
$189B
$396,000 0.1% of portfolio
808
Q3 2024 Added 1.13%
$398B
$405,000 0.1% of portfolio
1,000
Q3 2024 Added 7.99%
$198B
$419,000 0.1% of portfolio
3,523
Q3 2024 Reduced 0.93%
$10.8B
$355,000 0.09% of portfolio
1,850
Q4 2021 Added 2.78%
$360B
$374,000 0.09% of portfolio
9,428
Q3 2024 Reduced 0.43%
$199B
$379,000 0.09% of portfolio
3,326
Q3 2024 Added 0.67%
$9.34B
$314,000 0.08% of portfolio
356
Q1 2024 New
$267B
$327,000 0.08% of portfolio
4,552
Q3 2024 Reduced 1.77%
$515B
$327,000 0.08% of portfolio
1,190
Q3 2024 Reduced 4.57%
$22.2B
$286,000 0.07% of portfolio
7,336
Q3 2024 Added 3.57%
$136B
$275,000 0.07% of portfolio
832
Q3 2024 Reduced 3.37%
$120B
$261,000 0.06% of portfolio
5,049
Q3 2024 New
$121B
$243,000 0.06% of portfolio
879
Q3 2024 Added 1.85%
$284B
$244,000 0.06% of portfolio
293
Q3 2024 Reduced 18.38%
$89.3B
$260,000 0.06% of portfolio
1,047
Q3 2024 Reduced 0.66%
$16.5B
$235,000 0.06% of portfolio
1,688
Q2 2021 New
$251B
$235,000 0.06% of portfolio
2,077
Q3 2024 Reduced 18.2%
$2.59B
$243,000 0.06% of portfolio
2,234
Q4 2023 New
$450B
$202,000 0.05% of portfolio
1,726
Q3 2024 New
$392B
$202,000 0.05% of portfolio
285
Q3 2024 New
$226B
$200,000 0.05% of portfolio
1,890
Q3 2024 New
$282B
$216,000 0.05% of portfolio
944
Q3 2024 New
$125B
$211,000 0.05% of portfolio
1,382
Q3 2024 New
$22.5B
$202,000 0.05% of portfolio
1,044
Q3 2024 New
$230B
$200,000 0.05% of portfolio
3,043
Q3 2024 Added 1.84%
$200B
$203,000 0.05% of portfolio
393
Q3 2024 Added 6.22%
$480B
$226,000 0.05% of portfolio
387
Q3 2024 New
$743B
$208,000 0.05% of portfolio
235
Q3 2024 Reduced 5.24%
$1.3T
$207,000 0.05% of portfolio
792
Q3 2024 New
$75.4B
$76,000 0.02% of portfolio
15,072
Q3 2024 Added 11.7%
$64.1M
$73,000 0.02% of portfolio
13,231
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $412 Million
  • Prior Value $396 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 16, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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