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
$153B
$270,000 0.05% of portfolio
4,426
Q2 2025 New
$256B
$241,000 0.05% of portfolio
1,327
Q2 2025 New
$21.5B
$253,000 0.05% of portfolio
7,962
Q2 2025 Reduced 25.08%
$120B
$260,000 0.05% of portfolio
1,741
Q2 2025 Added 20.99%
$39.2B
$261,000 0.05% of portfolio
2,058
Q2 2025 Added 22.5%
$642B
$271,000 0.05% of portfolio
1,241
Q2 2025 Reduced 14.18%
$119B
$245,000 0.05% of portfolio
7,309
Q2 2025 New
$452B
$270,000 0.05% of portfolio
2,508
Q2 2025 Reduced 30.45%
$5.99B
$252,000 0.05% of portfolio
2,797
Q2 2025 Added 1,403.76%
$102B
$234,000 0.05% of portfolio
5,066
Q2 2025 Reduced 6.79%
$31.8B
$277,000 0.05% of portfolio
4,163
Q2 2025 New
$173B
$223,000 0.04% of portfolio
578
Q2 2025 Added 7.24%
$143B
$211,000 0.04% of portfolio
25,499
Q2 2025 Added 16.21%
$169B
$220,000 0.04% of portfolio
16,073
Q2 2025 Added 12.86%
$233B
$208,000 0.04% of portfolio
1,208
Q2 2025 Reduced 4.51%
$194B
$220,000 0.04% of portfolio
214
Q2 2025 New
$136B
$219,000 0.04% of portfolio
2,994
Q2 2025 New
$51.2B
$212,000 0.04% of portfolio
257
Q2 2025 New
$29.8B
$86,000 0.02% of portfolio
27,901
Q2 2025 Added 13.49%
$72.6B
$94,000 0.02% of portfolio
16,962
Q2 2025 Reduced 7.04%
$71.7B
$109,000 0.02% of portfolio
25,680
Q2 2025 Added 10.47%
$37.5B
$50,000 0.01% of portfolio
20,950
Q2 2025 Added 8.02%

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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