Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $418 Million
  • Q4 2024

Riversedge Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $418 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 $42.4M, Usaa ETF Tr Core Intermediate with a value of $32M, Spdr Portfolio with a value of $31.9M, Spdr Portfolio S&P 500 Value E with a value of $27.8M, and Apple Inc. with a value of $23.2M.

Examining the 13F form we can see an increase of $5.91M in the current position value, from $412M to 418M.

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

Portfolio value $418 Million
ETFs: $363 Million
Technology: $36.1 Million
Financial Services: $4.4 Million
Communication Services: $3.84 Million
Consumer Cyclical: $3.66 Million
Healthcare: $2.76 Million
Energy: $1.66 Million
Industrials: $1.15 Million
Other: $1.18 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.89T
$23.2 Million 5.56% of portfolio
92,823
Q4 2024 Added 0.62%
$311B
$3.22 Million 0.77% of portfolio
23,986
Q4 2024 Added 1.73%
$2.96T
$3.12 Million 0.75% of portfolio
7,402
Q4 2024 Added 8.06%
$1.02T
$1.63 Million 0.39% of portfolio
8,631
Q4 2024 Added 2.53%
$2.16T
$1.56 Million 0.37% of portfolio
7,095
Q4 2024 Added 17.97%
$167B
$1.44 Million 0.35% of portfolio
19,086
Q4 2024 Added 0.26%
$1.05T
$1.08 Million 0.26% of portfolio
5,697
Q4 2024 Added 6.95%
$669B
$951,000 0.23% of portfolio
2,099
Q4 2024 Added 2.64%
$92.3B
$923,000 0.22% of portfolio
1,951
Q4 2024 Added 0.88%
$1.5T
$861,000 0.21% of portfolio
1,460
Q4 2024 Added 7.2%
$464B
$840,000 0.2% of portfolio
917
Q4 2024 Added 5.4%
$936B
$691,000 0.17% of portfolio
3,500
Q4 2024 Added 22.81%
$298B
$676,000 0.16% of portfolio
2,024
Q4 2024 Added 5.42%
$370B
$646,000 0.15% of portfolio
3,639
Q4 2024 Added 2.36%
$431B
$641,000 0.15% of portfolio
4,433
Q4 2024 Reduced 0.43%
$776B
$619,000 0.15% of portfolio
2,585
Q4 2024 Added 7.62%
$310B
$557,000 0.13% of portfolio
3,850
Q4 2024 Added 3.55%
$227B
$513,000 0.12% of portfolio
1,773
Q4 2024 Added 5.16%
$203B
$443,000 0.11% of portfolio
849
Q4 2024 Added 5.07%
$370B
$433,000 0.1% of portfolio
9,866
Q4 2024 Added 4.65%
$925B
$424,000 0.1% of portfolio
1,051
Q4 2024 Added 32.7%
$11B
$400,000 0.1% of portfolio
362
Q4 2024 Added 1.69%
$593B
$430,000 0.1% of portfolio
1,362
Q4 2024 Added 14.45%
$406B
$435,000 0.1% of portfolio
1,119
Q4 2024 Added 11.9%
$242B
$390,000 0.09% of portfolio
3,453
Q4 2024 Added 3.82%
$127B
$318,000 0.08% of portfolio
5,632
Q4 2024 Added 11.55%
$12B
$346,000 0.08% of portfolio
1,850
Q4 2021 Added 2.78%
$205B
$324,000 0.08% of portfolio
3,768
Q4 2024 Added 6.95%
$91B
$301,000 0.07% of portfolio
1,080
Q4 2024 Added 3.15%
$3.17B
$277,000 0.07% of portfolio
2,234
Q4 2023 New
$23.7B
$272,000 0.07% of portfolio
8,330
Q4 2024 Added 13.55%
$322B
$281,000 0.07% of portfolio
1,145
Q4 2024 Added 21.29%
$436B
$257,000 0.06% of portfolio
289
Q4 2024 Added 1.4%
$114B
$246,000 0.06% of portfolio
1,429
Q4 2024 Added 3.4%
$282B
$255,000 0.06% of portfolio
369
Q4 2024 Added 25.94%
$239B
$234,000 0.06% of portfolio
4,742
Q4 2024 New
$131B
$268,000 0.06% of portfolio
916
Q4 2024 Added 4.21%
$308B
$264,000 0.06% of portfolio
4,247
Q4 2024 Reduced 6.7%
$117B
$260,000 0.06% of portfolio
784
Q4 2024 Reduced 5.77%
$240B
$225,000 0.05% of portfolio
3,602
Q4 2024 Added 18.37%
$464B
$206,000 0.05% of portfolio
1,916
Q4 2024 Added 11.01%
$164B
$222,000 0.05% of portfolio
1,848
Q4 2024 New
$86.3B
$206,000 0.05% of portfolio
174
Q4 2024 New
$351B
$225,000 0.05% of portfolio
2,664
Q4 2024 Added 40.95%
$157B
$141,000 0.03% of portfolio
12,065
Q4 2024 New
$107B
$78,000 0.02% of portfolio
17,220
Q4 2024 Added 14.25%
$64.1M
$75,000 0.02% of portfolio
13,231
Q2 2024 New
$71.4B
$73,000 0.02% of portfolio
15,078
Q4 2024 Added 45.95%
$63.1B
$54,000 0.01% of portfolio
20,078
Q4 2024 Added 16.43%

Summary

  • Portfolio
  • No. of Stocks 100
  • Current Value $418 Million
  • Prior Value $412 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 8 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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