Riversedge Advisors, LLC Top Holdings and 13F Report (2024) About Riversedge Advisors, LLCInvestment ActivityRiversedge Advisors, LLC has $440.88 million in total holdings as of September 30, 2024.Riversedge Advisors, LLC owns shares of 100 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.19% of the portfolio was purchased this quarter.About 5.55% of the portfolio was sold this quarter.This quarter, Riversedge Advisors, LLC has purchased 92 new stocks and bought additional shares in 54 stocks.Riversedge Advisors, LLC sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Schwab US Large-Cap ETF $41,590,765VictoryShares Core Intermediate Bond ETF $31,891,951SPDR Portfolio S&P 500 Growth ETF $30,494,904SPDR Portfolio S&P 500 Value ETF $28,569,648iShares Core MSCI EAFE ETF $25,043,091 Largest New Holdings this Quarter VICTORY PORTFOLIOS II $10,620,221 HoldingBristol-Myers Squibb $261,235 HoldingUnitedHealth Group $226,370 HoldingSAP $216,270 HoldingBlackstone $211,583 Holding Largest Purchases this Quarter VICTORY PORTFOLIOS II 396,721 shares (about $10.62M)VictoryShares Core Intermediate Bond ETF 122,109 shares (about $5.85M)Dimensional International Value ETF 82,884 shares (about $3.16M)Harbor International Compounders ETF 108,167 shares (about $3.13M)JPMorgan Municipal ETF 50,690 shares (about $2.60M) Largest Sales this Quarter iShares Core MSCI EAFE ETF 50,288 shares (about $3.92M)Schwab US Large-Cap ETF 19,660 shares (about $1.33M)Schwab International Equity ETF 6,693 shares (about $275.22K)Vanguard S&P Small-Cap 600 Value ETF 2,494 shares (about $230.60K)Vanguard Tax-Exempt Bond ETF 4,205 shares (about $214.96K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRiversedge Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHXSchwab US Large-Cap ETF$41,590,765$1,333,931 ▼-3.1%612,9819.4%ETFUITBVictoryShares Core Intermediate Bond ETF$31,891,951$5,852,684 ▲22.5%665,3867.2%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$30,494,904$135,607 ▼-0.4%367,6746.9%ETFSPYVSPDR Portfolio S&P 500 Value ETF$28,569,648$314,887 ▲1.1%540,4786.5%ETFIEFAiShares Core MSCI EAFE ETF$25,043,091$3,924,973 ▼-13.5%320,8605.7%ETFSCHFSchwab International Equity ETF$22,918,103$275,216 ▼-1.2%557,3475.2%ETFRSPInvesco S&P 500 Equal Weight ETF$22,471,354$1,412,320 ▲6.7%125,4265.1%ETFAAPLApple$21,495,304$91,569 ▲0.4%92,2554.9%Computer and TechnologyDFIVDimensional International Value ETF$19,622,662$3,156,223 ▲19.2%515,3014.5%ETFOSEAHarbor International Compounders ETF$18,245,341$3,129,271 ▲20.7%630,6724.1%ETFSCHASchwab US Small-Cap ETF$16,757,268$274,340 ▲1.7%325,3843.8%ETFEMXCiShares MSCI Emerging Markets ex China ETF$15,968,654$233,501 ▲1.5%261,3103.6%ManufacturingVEAVanguard FTSE Developed Markets ETF$14,917,003$20,754 ▼-0.1%282,4663.4%ETFVWOVanguard FTSE Emerging Markets ETF$13,643,643$216,521 ▲1.6%285,1343.1%ETFVICTORY PORTFOLIOS II$10,620,221$10,620,221 ▲New Holding396,7212.4%VICTORYSHARES SMVUGVanguard Growth ETF$8,486,309$5,375 ▲0.1%22,1041.9%ETFVTEBVanguard Tax-Exempt Bond ETF$7,574,566$214,960 ▼-2.8%148,1721.7%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$6,716,522$230,597 ▼-3.3%72,6421.5%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$6,673,396$423,827 ▲6.8%177,2481.5%ETFJMUBJPMorgan Municipal ETF$6,510,675$2,598,876 ▲66.4%126,9881.5%ETFVTVVanguard Value ETF$5,380,195$53,418 ▲1.0%30,8201.2%ETFVTWGVanguard Russell 2000 Growth ETF$5,268,531$41,657 ▼-0.8%25,4211.2%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,715,951$53,581 ▼-1.1%114,2431.1%ETFVBKVanguard Small-Cap Growth ETF$3,919,143$23,529 ▲0.6%14,6580.9%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$3,404,898$315 ▲0.0%129,6120.8%ETFHYDVanEck High Yield Muni ETF$3,325,738$115,586 ▲3.6%62,6670.8%ETFMSFTMicrosoft$2,947,596$50,776 ▼-1.7%6,8500.7%Computer and TechnologyNVDANVIDIA$2,863,432$15,301 ▼-0.5%23,5790.6%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,568,416$86,939 ▲3.5%12,7920.6%ETFMUBiShares National Muni Bond ETF$2,367,780$36,934 ▲1.6%21,7970.5%ETFSCHVSchwab U.S. Large-Cap Value ETF$1,939,022$21,780 ▲1.1%24,1260.4%ETFIVViShares Core S&P 500 ETF$1,708,247$2,885 ▲0.2%2,9610.4%ETFGOOGLAlphabet$1,396,128$3,317 ▼-0.2%8,4180.3%Computer and TechnologyVGTVanguard Information Technology ETF$1,230,543$41,057 ▼-3.2%2,0980.3%ETFIVWiShares S&P 500 Growth ETF$1,218,417$957 ▲0.1%12,7250.3%ETFAMZNAmazon.com$1,120,654$29,069 ▼-2.5%6,0140.3%Retail/WholesaleLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,110,642$5,246 ▼-0.5%6,5630.3%ETFIWOiShares Russell 2000 Growth ETF$962,245$1,704 ▲0.2%3,3880.2%ETFBRK.BBerkshire Hathaway$941,232$7,824 ▲0.8%2,0450.2%FinanceMCOMoody's$917,857$3,797 ▲0.4%1,9340.2%FinanceGOOGAlphabet$890,539$1,505 ▲0.2%5,3270.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$788,4880.0%17,3980.2%ETFMETAMeta Platforms$779,663$42,933 ▲5.8%1,3620.2%Computer and TechnologyCOSTCostco Wholesale$770,983$10,634 ▲1.4%8700.2%Retail/WholesaleJNJJohnson & Johnson$721,544$17,180 ▲2.4%4,4520.2%MedicalVTIVanguard Total Stock Market ETF$714,583$1,416 ▲0.2%2,5240.2%ETFPLTRPalantir Technologies$708,139$322,450 ▲83.6%19,0360.2%Business ServicesABBVAbbVie$702,106$16,787 ▲2.4%3,5550.2%MedicalCILVictoryShares International Volatility Wtd ETF$596,034$20,039 ▼-3.3%13,1170.1%ManufacturingSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$593,355$46,550 ▲8.5%12,3260.1%FinanceCVXChevron$547,487$884 ▲0.2%3,7180.1%Oils/EnergyCRMSalesforce$525,523$33,393 ▲6.8%1,9200.1%Computer and TechnologyMCDMcDonald's$513,312$10,047 ▲2.0%1,6860.1%Retail/WholesaleJPMJPMorgan Chase & Co.$506,522$43,440 ▲9.4%2,4020.1%FinanceTSMTaiwan Semiconductor Manufacturing$494,960$5,731 ▲1.2%2,8500.1%Computer and TechnologyVOOVanguard S&P 500 ETF$461,940$528 ▲0.1%8750.1%ETFAVGOBroadcom$440,150$399,274 ▲976.8%2,5520.1%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$423,586$7,539 ▼-1.7%3,9890.1%ETFNVONovo Nordisk A/S$419,484$3,929 ▼-0.9%3,5230.1%MedicalHDHome Depot$405,212$29,986 ▲8.0%1,0000.1%Retail/WholesaleISRGIntuitive Surgical$396,946$4,421 ▲1.1%8080.1%MedicalABTAbbott Laboratories$379,231$2,508 ▲0.7%3,3260.1%MedicalBACBank of America$374,111$1,627 ▼-0.4%9,4280.1%FinanceLECOLincoln Electric$355,2370.0%1,8500.1%Industrial ProductsSCHESchwab Emerging Markets Equity ETF$341,093$9,338 ▲2.8%11,6890.1%ETFVVVanguard Large-Cap ETF$339,084$790 ▲0.2%1,2880.1%ETFVVisa$327,140$15,670 ▼-4.6%1,1900.1%Business ServicesKOCoca-Cola$327,140$5,893 ▼-1.8%4,5520.1%Consumer StaplesIWFiShares Russell 1000 Growth ETF$318,435$4,506 ▼-1.4%8480.1%ETFTPLTexas Pacific Land$314,7280.0%3560.1%Oils/EnergyDVNDevon Energy$286,985$9,897 ▲3.6%7,3360.1%Oils/EnergyETNEaton$275,758$9,612 ▼-3.4%8320.1%Industrial ProductsEFAiShares MSCI EAFE ETF$269,7230.0%3,2250.1%FinanceBMYBristol-Myers Squibb$261,235$261,235 ▲New Holding5,0490.1%MedicalMARMarriott International$260,335$1,741 ▼-0.7%1,0470.1%Consumer DiscretionaryHYLBXtrackers USD High Yield Corporate Bond ETF$258,782$4,024 ▲1.6%7,0090.1%ETFSPYSPDR S&P 500 ETF Trust$247,764$574 ▲0.2%4320.1%FinanceASMLASML$244,142$54,994 ▼-18.4%2930.1%Computer and TechnologyADPAutomatic Data Processing$243,303$4,429 ▲1.9%8790.1%Business ServicesHURNHuron Consulting Group$242,8360.0%2,2340.1%Business ServicesMRKMerck & Co., Inc.$235,871$52,466 ▼-18.2%2,0770.1%MedicalGPCGenuine Parts$235,7800.0%1,6880.1%Retail/WholesaleIEMGiShares Core MSCI Emerging Markets ETF$229,221$2,411 ▲1.1%3,9930.1%ETFUNHUnitedHealth Group$226,370$226,370 ▲New Holding3870.1%MedicalSAPSAP$216,270$216,270 ▲New Holding9440.0%Computer and TechnologyBXBlackstone$211,583$211,583 ▲New Holding1,3820.0%FinanceLLYEli Lilly and Company$208,196$11,517 ▼-5.2%2350.0%MedicalTSLATesla$207,211$207,211 ▲New Holding7920.0%Auto/Tires/TrucksADBEAdobe$203,488$11,909 ▲6.2%3930.0%Computer and TechnologyBLDRBuilders FirstSource$202,390$202,390 ▲New Holding1,0440.0%Retail/WholesaleXOMExxon Mobil$202,302$202,302 ▲New Holding1,7260.0%Oils/EnergyNFLXNetflix$202,142$202,142 ▲New Holding2850.0%Consumer DiscretionarySHELShell$200,686$3,627 ▲1.8%3,0430.0%Oils/EnergyBABAAlibaba Group$200,567$200,567 ▲New Holding1,8900.0%Retail/WholesaleSANBanco Santander$76,867$8,053 ▲11.7%15,0720.0%FinanceLOANManhattan Bridge Capital$73,6970.0%13,2310.0%FinanceLYGLloyds Banking Group$53,801$3,632 ▲7.2%17,2440.0%FinanceMFGMizuho Financial Group$43,184$2,123 ▼-4.7%10,3310.0%FinanceBBDBanco Bradesco$36,735$8,291 ▲29.1%13,8100.0%FinanceABEVAmbev$30,927$30,927 ▲New Holding12,6750.0%Consumer StaplesShowing 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. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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