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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$17.9 Million 3.56% of portfolio
87,449
Q2 2025 Reduced 1.27%
$3.95T
$4.52 Million 0.9% of portfolio
9,093
Q2 2025 Added 38.3%
$456B
$3.98 Million 0.79% of portfolio
25,188
Q2 2025 Added 12.57%
$367B
$2.98 Million 0.59% of portfolio
21,870
Q2 2025 Added 6.4%
$2.26T
$2.09 Million 0.41% of portfolio
9,529
Q2 2025 Added 40.46%
$1.21T
$1.76 Million 0.35% of portfolio
10,012
Q2 2025 Added 12.6%
$1.78T
$1.47 Million 0.29% of portfolio
1,997
Q2 2025 Added 20.3%
$1.24T
$1.23 Million 0.24% of portfolio
6,924
Q2 2025 Added 17.94%
$621B
$1.12 Million 0.22% of portfolio
2,310
Q2 2025 Reduced 1.99%
$439B
$1 Million 0.2% of portfolio
1,015
Q2 2025 Added 0.89%
$1.27T
$964,000 0.19% of portfolio
4,257
Q2 2025 Added 36.97%
$859B
$913,000 0.18% of portfolio
3,150
Q2 2025 Added 8.21%
$1.08T
$826,000 0.16% of portfolio
2,602
Q2 2025 Added 125.87%
$351B
$700,000 0.14% of portfolio
3,773
Q2 2025 Added 2.61%
$452B
$653,000 0.13% of portfolio
4,278
Q2 2025 Added 0.8%
$551B
$614,000 0.12% of portfolio
1,731
Q2 2025 Added 0.17%
$545B
$582,000 0.12% of portfolio
435
Q2 2025 Added 13.87%
$302B
$554,000 0.11% of portfolio
3,869
Q2 2025 Reduced 6.43%
$229B
$496,000 0.1% of portfolio
3,654
Q2 2025 Reduced 0.08%
$405B
$522,000 0.1% of portfolio
1,425
Q2 2025 Added 18.06%
$381B
$501,000 0.1% of portfolio
10,600
Q2 2025 Added 8.62%
$259B
$388,000 0.08% of portfolio
6,383
Q2 2025 Added 4.23%
$323B
$428,000 0.08% of portfolio
1,410
Q2 2025 Reduced 1.54%
$324B
$412,000 0.08% of portfolio
3,636
Q2 2025 Added 0.28%
$203B
$366,000 0.07% of portfolio
12,681
Q2 2025 Added 6.35%
$295B
$336,000 0.07% of portfolio
420
Q2 2025 Reduced 21.35%
$548B
$368,000 0.07% of portfolio
656
Q2 2025 Reduced 3.24%
$257B
$335,000 0.07% of portfolio
2,773
Q2 2025 Added 17.15%
$201B
$285,000 0.06% of portfolio
362
Q2 2025 New
$233B
$283,000 0.06% of portfolio
4,057
Q2 2025 Reduced 9.88%
$258B
$279,000 0.06% of portfolio
3,976
Q2 2025 Reduced 15.6%
$306B
$301,000 0.06% of portfolio
4,262
Q2 2025 Reduced 0.98%
$608B
$228,000 0.05% of portfolio
293
Q2 2025 Reduced 21.87%
$254B
$258,000 0.05% of portfolio
365
Q2 2025 New
$261B
$241,000 0.05% of portfolio
1,327
Q2 2025 New
$684B
$271,000 0.05% of portfolio
1,241
Q2 2025 Reduced 14.18%
$442B
$270,000 0.05% of portfolio
2,508
Q2 2025 Reduced 30.45%
$265B
$208,000 0.04% of portfolio
1,208
Q2 2025 Reduced 4.51%

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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