Riverbend Wealth Management, LLC Top Holdings and 13F Report (2025) About Riverbend Wealth Management, LLCInvestment ActivityRiverbend Wealth Management, LLC has $112.26 million in total holdings as of December 31, 2024.Riverbend Wealth Management, LLC owns shares of 114 different stocks, but just 53 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $8,527,413WisdomTree U.S. Quality Dividend Growth Fund $6,180,465Apple $5,593,764Invesco QQQ $4,185,440Microsoft $3,317,544 Sector AllocationMap of 500 Largest Holdings ofRiverbend Wealth Management, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$8,527,41314,4377.6%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$6,180,46576,2975.5%ManufacturingAAPLApple$5,593,76422,3185.0%Computer and TechnologyQQQInvesco QQQ$4,185,4408,1503.7%FinanceMSFTMicrosoft$3,317,5447,8503.0%Computer and TechnologyDGROiShares Core Dividend Growth ETF$3,288,61753,5582.9%ETFALPS ETF TR$2,726,830106,8302.4%SMITH CORE PLUSBRK.BBerkshire Hathaway$2,720,7766,0022.4%FinanceAMZNAmazon.com$2,539,49611,5752.3%Retail/WholesaleGOOGLAlphabet$2,481,22313,0892.2%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$2,369,95713,5022.1%ETFNVDANVIDIA$2,364,35617,6052.1%Computer and TechnologyAVGOBroadcom$2,344,97610,0892.1%Computer and TechnologyVYMVanguard High Dividend Yield ETF$2,277,94217,8152.0%ETFJEPIJPMorgan Equity Premium Income ETF$1,918,77033,3321.7%ETFFBNDFidelity Total Bond ETF$1,753,40639,0451.6%ETFFLQMFranklin U.S. Mid Cap Multifactor Index ETF$1,695,18631,1941.5%ETFJPMJPMorgan Chase & Co.$1,635,2496,7991.5%FinanceMETAMeta Platforms$1,505,5282,5691.3%Computer and TechnologyVCITVanguard Intermediate-Term Corporate Bond ETF$1,483,15718,4531.3%ETFVOVanguard Mid-Cap ETF$1,424,5915,3561.3%ETFNFLXNetflix$1,264,7801,4191.1%Consumer DiscretionaryUNHUnitedHealth Group$1,198,2102,3491.1%MedicalSPYSPDR S&P 500 ETF Trust$1,193,2412,0331.1%FinanceAXPAmerican Express$1,156,6863,8771.0%FinanceVGTVanguard Information Technology ETF$1,123,3521,7931.0%ETFWMTWalmart$1,090,71012,0501.0%Retail/WholesaleBSVVanguard Short-Term Bond ETF$1,070,09513,8231.0%ETFDFACDimensional U.S. Core Equity 2 ETF$1,061,36230,6780.9%ETFFSMDFidelity Small-Mid Multifactor ETF$1,032,76425,0460.9%ETFMAMastercard$1,002,7021,8950.9%Business ServicesITOTiShares Core S&P Total U.S. Stock Market ETF$1,001,5397,7750.9%ETFBACBank of America$990,59522,5120.9%FinanceCRMSalesforce$969,1122,8920.9%Computer and TechnologyHDHome Depot$944,3542,4090.8%Retail/WholesaleBKNGBooking$926,6751860.8%Retail/WholesaleBUFRFT Vest Laddered Buffer ETF$910,14729,8690.8%ETFCVXChevron$868,6395,9740.8%EnergyLLYEli Lilly and Company$831,9951,0750.7%MedicalIYYiShares Dow Jones U.S. ETF$772,6865,4000.7%ETFCCitigroup$771,63310,9440.7%FinancePGProcter & Gamble$764,1844,5330.7%Consumer StaplesMRKMerck & Co., Inc.$729,2547,3150.6%MedicalGOOGAlphabet$717,4553,7640.6%Computer and TechnologyJNJJohnson & Johnson$668,8974,6130.6%MedicalTFCTruist Financial$634,40414,6240.6%FinanceXOMExxon Mobil$626,7675,8150.6%EnergyIVEiShares S&P 500 Value ETF$610,4343,1980.5%ETFSUSAiShares MSCI USA ESG Select ETF$607,9505,0000.5%ETFCRH PLC$604,8976,5380.5%ORDDIMENSIONAL ETF TRUST$598,9369,5840.5%WORLD EQUITY ETFFITBFifth Third Bancorp$598,68614,1600.5%FinanceBLACKROCK INC$589,5415670.5%COMADBEAdobe$587,4231,3210.5%Computer and TechnologyPEPPepsiCo$543,5953,5660.5%Consumer StaplesABBVAbbVie$533,9812,9980.5%MedicalMCDMcDonald's$523,3721,7980.5%Retail/WholesaleIFRAiShares U.S. Infrastructure ETF$519,00111,1670.5%ETFNEENextEra Energy$510,7057,0960.5%UtilitiesCOMDirexion Auspice Broad Commodity Strategy ETF$510,67618,0100.5%ETFAMDAdvanced Micro Devices$505,1414,1810.4%Computer and TechnologyIJJiShares S&P Mid-Cap 400 Value ETF$499,8404,0000.4%ETFNOBLProShares S&P 500 Aristocrats ETF$497,7505,0000.4%ETFIWNiShares Russell 2000 Value ETF$492,5103,0000.4%ETFCSCOCisco Systems$485,6918,1950.4%Computer and TechnologyGDGeneral Dynamics$484,5531,8270.4%AerospaceLMTLockheed Martin$470,6739620.4%AerospaceCHENIERE ENERGY INC$470,3042,1730.4%COM NEWAMGNAmgen$468,6871,7780.4%MedicalQUALiShares MSCI USA Quality Factor ETF$443,0922,4840.4%ETFBMYBristol-Myers Squibb$435,5407,6920.4%MedicalSNXTD SYNNEX$434,9633,6960.4%Computer and TechnologyTXNTexas Instruments$429,2962,2820.4%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$427,2671,0020.4%FinanceSCHDSchwab US Dividend Equity ETF$426,34815,6010.4%ETFRTXRTX$425,8893,6630.4%AerospaceVUGVanguard Growth ETF$405,9259890.4%ETFNVONovo Nordisk A/S$401,4724,6550.4%MedicalLOWLowe's Companies$385,6231,5620.3%Retail/WholesaleINVESCO EXCH TRADED FD TR II$384,50214,2030.3%EQUAL WEGT 0-30IAUiShares Gold Trust$360,6317,2840.3%FinancePSXPhillips 66$360,2823,1380.3%EnergyDFCFDimensional Core Fixed Income ETF$358,0698,6660.3%ETFDECKDeckers Outdoor$355,8141,7520.3%Retail/WholesaleKOCoca-Cola$350,5105,6200.3%Consumer StaplesUBERUber Technologies$335,6825,5650.3%Computer and TechnologyIWDiShares Russell 1000 Value ETF$324,7771,7540.3%ETFMOAltria Group$314,8516,0180.3%Consumer StaplesTMOThermo Fisher Scientific$312,4735990.3%MedicalSPABSPDR Portfolio Aggregate Bond ETF$308,21912,3180.3%ETFUBSIUnited Bankshares$306,2118,1540.3%FinanceCOPConocoPhillips$298,5912,9970.3%EnergyMUBiShares National Muni Bond ETF$297,3742,7870.3%ETFRECSColumbia Research Enhanced Core ETF$282,2408,1490.3%ETFADIAnalog Devices$278,6531,3100.2%Computer and TechnologyDUKDuke Energy$273,8082,5240.2%UtilitiesIJRiShares Core S&P Small-Cap ETF$265,4992,3030.2%ETFVOOVanguard S&P 500 ETF$261,8624860.2%ETFCATCaterpillar$259,9097110.2%IndustrialsTROWT. Rowe Price Group$257,7082,2760.2%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. 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