Riversedge Advisors, LLC Portfolio Holdings by Sector
Riversedge Advisors, LLC
- $440 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
BND IDEV SPYG VV SPYV SCHX RSP SCHF 46 stocks |
$386,454
87.91% of portfolio
|
18
|
26
|
2
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL SONY 2 stocks |
$19,910
4.53% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ADBE ORCL 4 stocks |
$4,610
1.05% of portfolio
|
3
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM 3 stocks |
$3,469
0.79% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$3,248
0.74% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV JNJ BMY AZN LLY NVS 6 stocks |
$2,706
0.62% of portfolio
|
4
|
2
|
3
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC HSBC C RY MUFG SAN 7 stocks |
$2,259
0.51% of portfolio
|
6
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN BABA 2 stocks |
$1,769
0.4% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX XOM SHEL 3 stocks |
$1,464
0.33% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B HIG 2 stocks |
$1,462
0.33% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
TPL DVN COP 3 stocks |
$1,166
0.27% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$976
0.22% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$951
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$921
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$693
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$636
0.14% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP CRM 2 stocks |
$602
0.14% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA TM 2 stocks |
$521
0.12% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$485
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY GPC 2 stocks |
$467
0.11% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$442
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$429
0.1% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$356
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
ASML 1 stocks |
$353
0.08% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Tools & Accessories | Industrials
LECO 1 stocks |
$349
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T 1 stocks |
$337
0.08% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Consulting Services | Industrials
HURN 1 stocks |
$320
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO 1 stocks |
$308
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$306
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$292
0.07% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$257
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
NVO 1 stocks |
$257
0.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
MFG LYG BBD 3 stocks |
$242
0.06% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN 1 stocks |
$229
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
BX 1 stocks |
$201
0.05% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
VALE 1 stocks |
$105
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
ABEV 1 stocks |
$45
0.01% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|