Riversedge Advisors, LLC Portfolio Holdings

Riversedge Advisors, LLC

  • $440 Million
  • Q1 2025

Riversedge Advisors, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $440 Million distributed in 118 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Total with a value of $40.5M, Ishares Core Msci Intl Develop with a value of $35.3M, Spdr Portfolio with a value of $28.9M, Vanguard Large Cap ETF with a value of $28.7M, and Spdr Portfolio S&P 500 Value E with a value of $27.7M.

Examining the 13F form we can see an increase of $21.7M in the current position value, from $418M to 440M.

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

Portfolio value $440 Million
ETFs: $387 Million
Technology: $28.9 Million
Financial Services: $6.06 Million
Healthcare: $4.17 Million
Consumer Cyclical: $4.09 Million
Communication Services: $3.94 Million
Energy: $2.63 Million
Consumer Defensive: $1.3 Million
Other: $1.31 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.26T
$19.7 Million 4.48% of portfolio
88,574
Q1 2025 Reduced 4.58%
$3.51T
$2.47 Million 0.56% of portfolio
6,575
Q1 2025 Reduced 11.17%
$359B
$2.43 Million 0.55% of portfolio
22,376
Q1 2025 Reduced 6.71%
$261B
$1.73 Million 0.39% of portfolio
20,555
Q1 2025 Added 7.7%
$993B
$1.38 Million 0.31% of portfolio
8,892
Q1 2025 Added 3.02%
$648B
$1.26 Million 0.29% of portfolio
2,357
Q1 2025 Added 12.29%
$2.22T
$1.29 Million 0.29% of portfolio
6,784
Q1 2025 Reduced 4.38%
$1.5T
$956,000 0.22% of portfolio
1,660
Q1 2025 Added 13.7%
$446B
$951,000 0.22% of portfolio
1,006
Q1 2025 Added 9.71%
$1.1T
$917,000 0.21% of portfolio
5,871
Q1 2025 Added 3.05%
$335B
$770,000 0.18% of portfolio
3,677
Q1 2025 Added 1.04%
$788B
$714,000 0.16% of portfolio
2,911
Q1 2025 Added 12.61%
$281B
$691,000 0.16% of portfolio
4,135
Q1 2025 Added 7.4%
$409B
$703,000 0.16% of portfolio
4,244
Q1 2025 Reduced 4.26%
$606B
$605,000 0.14% of portfolio
1,728
Q1 2025 Added 26.87%
$221B
$636,000 0.14% of portfolio
2,038
Q1 2025 Added 14.95%
$235B
$485,000 0.11% of portfolio
3,657
Q1 2025 Added 5.91%
$323B
$479,000 0.11% of portfolio
3,626
Q1 2025 Added 36.11%
$377B
$442,000 0.1% of portfolio
1,207
Q1 2025 Added 7.86%
$447B
$428,000 0.1% of portfolio
3,606
Q1 2025 Added 88.2%
$362B
$407,000 0.09% of portfolio
9,759
Q1 2025 Reduced 1.08%
$356B
$384,000 0.09% of portfolio
1,432
Q1 2025 Added 25.07%
$238B
$351,000 0.08% of portfolio
6,124
Q1 2025 Added 29.14%
$242B
$345,000 0.08% of portfolio
4,711
Q1 2025 Added 30.79%
$203B
$337,000 0.08% of portfolio
11,924
Q1 2025 New
$536B
$356,000 0.08% of portfolio
382
Q1 2025 Added 32.18%
$562B
$371,000 0.08% of portfolio
678
Q1 2025 New
$312B
$353,000 0.08% of portfolio
534
Q1 2025 Added 44.72%
$229B
$330,000 0.08% of portfolio
4,502
Q1 2025 New
$767B
$309,000 0.07% of portfolio
375
Q1 2025 New
$284B
$292,000 0.07% of portfolio
558
Q1 2025 New
$313B
$308,000 0.07% of portfolio
4,304
Q1 2025 Added 1.34%
$1.03T
$298,000 0.07% of portfolio
1,152
Q1 2025 Added 9.61%
$255B
$263,000 0.06% of portfolio
2,367
Q1 2025 New
$479B
$202,000 0.05% of portfolio
1,446
Q1 2025 New
$254B
$223,000 0.05% of portfolio
1,265
Q1 2025 New
$268B
$218,000 0.05% of portfolio
814
Q1 2025 Reduced 59.78%

Summary

  • Portfolio
  • No. of Stocks 118
  • Current Value $440 Million
  • Prior Value $418 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 22 stocks
  • Additional Purchases 52 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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