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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$62.1 Million 12.33% of portfolio
217,692
Q2 2025 Added 94.92%
$0
$45.5 Million 9.04% of portfolio
598,627
Q2 2025 Added 16.94%
$0
$43.2 Million 8.57% of portfolio
586,553
Q2 2025 Added 6.45%
$0
$33.5 Million 6.66% of portfolio
351,671
Q2 2025 Reduced 2.22%
$0
$26.4 Million 5.23% of portfolio
503,703
Q2 2025 Reduced 7.11%
$0
$26.1 Million 5.19% of portfolio
528,209
Q2 2025 Added 13.75%
$0
$24.6 Million 4.89% of portfolio
1,113,654
Q2 2025 Reduced 0.89%
$0
$23.7 Million 4.71% of portfolio
130,495
Q2 2025 Reduced 3.96%
$0
$18.7 Million 3.71% of portfolio
223,604
Q2 2025 Reduced 15.44%
$0
$16.3 Million 3.23% of portfolio
285,258
Q2 2025 Added 1.05%
$0
$14.9 Million 2.96% of portfolio
303,926
Q2 2025 Added 17.14%
$0
$14 Million 2.78% of portfolio
573,799
Q2 2025 Reduced 49.9%
$0
$12.4 Million 2.46% of portfolio
28,248
Q2 2025 Added 18.37%
$0
$11.4 Million 2.26% of portfolio
104,113
Q2 2025 Added 61.3%
$0
$8.85 Million 1.76% of portfolio
103,387
Q2 2025 Added 43.49%
$0
$8.87 Million 1.76% of portfolio
50,160
Q2 2025 Added 47.01%
$0
$5.02 Million 1.0% of portfolio
198,224
Q2 2025 Reduced 32.36%
$0
$4.9 Million 0.97% of portfolio
23,506
Q2 2025 Reduced 3.41%
$0
$4.69 Million 0.93% of portfolio
109,794
Q2 2025 Reduced 3.53%
$0
$3.41 Million 0.68% of portfolio
12,319
Q2 2025 Reduced 15.04%
$0
$2.79 Million 0.55% of portfolio
74,352
Q2 2025 Added 47.2%
$0
$2.25 Million 0.45% of portfolio
81,306
Q2 2025 Added 3.53%
$0
$2.16 Million 0.43% of portfolio
3,485
Q2 2025 Added 9.11%
$0
$1.99 Million 0.39% of portfolio
10,196
Q2 2025 Reduced 19.74%
$0
$1.72 Million 0.34% of portfolio
16,488
Q2 2025 Reduced 8.48%
$0
$1.45 Million 0.29% of portfolio
13,174
Q2 2025 Added 3.29%
$0
$1.34 Million 0.27% of portfolio
26,657
Q2 2025 Reduced 23.7%
$0
$1.37 Million 0.27% of portfolio
2,068
Q2 2025 Reduced 2.13%
$0
$1.05 Million 0.21% of portfolio
42,366
Q2 2025 Reduced 57.22%
$0
$1.03 Million 0.21% of portfolio
3,617
Q2 2025 Added 3.08%
$0
$911,000 0.18% of portfolio
17,398
Q3 2023 Added 0.46%
$0
$861,000 0.17% of portfolio
4,936
Q2 2025 Reduced 17.86%
$0
$742,000 0.15% of portfolio
2,444
Q2 2025 Reduced 3.09%
$0
$558,000 0.11% of portfolio
4,877
Q2 2025 New
$0
$574,000 0.11% of portfolio
11,365
Q2 2025 Reduced 10.9%
$0
$502,000 0.1% of portfolio
6,915
Q4 2024 New
$0
$499,000 0.1% of portfolio
879
Q2 2025 Reduced 0.34%
$0
$433,000 0.09% of portfolio
4,074
Q2 2025 Reduced 0.22%
$0
$464,000 0.09% of portfolio
9,718
Q2 2025 Reduced 17.96%
$0
$353,000 0.07% of portfolio
838
Q2 2025 Reduced 0.12%
$0
$288,000 0.06% of portfolio
3,225
Q2 2025 Reduced 5.29%
$0
$294,000 0.06% of portfolio
9,775
Q2 2025 Reduced 13.09%
$0
$247,000 0.05% of portfolio
884
Q2 2025 New
$0
$267,000 0.05% of portfolio
433
Q2 2025 Reduced 17.37%
$0
$275,000 0.05% of portfolio
5,128
Q2 2025 Added 27.18%
$0
$210,000 0.04% of portfolio
741
Q2 2025 New
$0
$178,000 0.04% of portfolio
979
Q2 2025 New
$0
$222,000 0.04% of portfolio
7,616
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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