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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.45T
$17.9 Million 3.56% of portfolio
87,449
Q2 2025 Reduced 1.27%
$3.77T
$4.52 Million 0.9% of portfolio
9,093
Q2 2025 Added 38.3%
$416B
$3.98 Million 0.79% of portfolio
25,188
Q2 2025 Added 12.57%
$293B
$2.98 Million 0.59% of portfolio
21,870
Q2 2025 Added 6.4%
$2.32T
$2.09 Million 0.41% of portfolio
9,529
Q2 2025 Added 40.46%
$1.14T
$1.76 Million 0.35% of portfolio
10,012
Q2 2025 Added 12.6%
$1.58T
$1.47 Million 0.29% of portfolio
1,997
Q2 2025 Added 20.3%
$1.17T
$1.23 Million 0.24% of portfolio
6,924
Q2 2025 Added 17.94%
$113B
$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%
$417B
$1 Million 0.2% of portfolio
1,015
Q2 2025 Added 0.89%
$91.4B
$1.01 Million 0.2% of portfolio
2,016
Q2 2025 Added 1.87%
$1.22T
$964,000 0.19% of portfolio
4,257
Q2 2025 Added 36.97%
$855B
$913,000 0.18% of portfolio
3,150
Q2 2025 Added 8.21%
$1.05T
$826,000 0.16% of portfolio
2,602
Q2 2025 Added 125.87%
$331B
$700,000 0.14% of portfolio
3,773
Q2 2025 Added 2.61%
$575B
$614,000 0.12% of portfolio
1,731
Q2 2025 Added 0.17%
$220B
$624,000 0.12% of portfolio
2,139
Q2 2025 Added 4.96%
$530B
$582,000 0.12% of portfolio
435
Q2 2025 Added 13.87%
$294B
$554,000 0.11% of portfolio
3,869
Q2 2025 Reduced 6.43%
$220B
$496,000 0.1% of portfolio
3,654
Q2 2025 Reduced 0.08%
$380B
$522,000 0.1% of portfolio
1,425
Q2 2025 Added 18.06%
$181B
$506,000 0.1% of portfolio
932
Q2 2025 Added 7.5%
$383B
$501,000 0.1% of portfolio
10,600
Q2 2025 Added 8.62%
$256B
$388,000 0.08% of portfolio
6,383
Q2 2025 Added 4.23%
$358B
$428,000 0.08% of portfolio
1,410
Q2 2025 Reduced 1.54%
$12.9B
$383,000 0.08% of portfolio
1,850
Q4 2021 Added 2.78%
$320B
$412,000 0.08% of portfolio
3,636
Q2 2025 Added 0.28%
$182B
$336,000 0.07% of portfolio
3,958
Q2 2025 Added 17.73%
$7.23B
$377,000 0.07% of portfolio
357
Q2 2025 Reduced 3.51%
$195B
$366,000 0.07% of portfolio
12,681
Q2 2025 Added 6.35%
$280B
$336,000 0.07% of portfolio
420
Q2 2025 Reduced 21.35%
$83.4B
$366,000 0.07% of portfolio
1,722
Q2 2025 New
$533B
$368,000 0.07% of portfolio
656
Q2 2025 Reduced 3.24%
$251B
$335,000 0.07% of portfolio
2,773
Q2 2025 Added 17.15%
$216B
$285,000 0.06% of portfolio
362
Q2 2025 New
$148B
$282,000 0.06% of portfolio
792
Q2 2025 Reduced 6.38%
$218B
$283,000 0.06% of portfolio
4,057
Q2 2025 Reduced 9.88%
$126B
$318,000 0.06% of portfolio
1,033
Q2 2025 Added 2.89%
$88.6B
$302,000 0.06% of portfolio
1,109
Q2 2025 Added 2.69%
$2.73B
$307,000 0.06% of portfolio
2,234
Q4 2023 New
$29.8B
$282,000 0.06% of portfolio
10,835
Q2 2025 Added 16.24%
$104B
$301,000 0.06% of portfolio
935
Q2 2025 New
$253B
$279,000 0.06% of portfolio
3,976
Q2 2025 Reduced 15.6%
$185B
$283,000 0.06% of portfolio
2,153
Q2 2025 Added 16.13%
$301B
$301,000 0.06% of portfolio
4,262
Q2 2025 Reduced 0.98%
$738B
$228,000 0.05% of portfolio
293
Q2 2025 Reduced 21.87%
$239B
$258,000 0.05% of portfolio
365
Q2 2025 New
$62.5B
$236,000 0.05% of portfolio
884
Q2 2025 New

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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