Riversedge Advisors, LLC Top Holdings and 13F Report (2024)

About Riversedge Advisors, LLC

Investment Activity

Riversedge Advisors, LLC has $442.33 million in total holdings as of September 30, 2024.
Riversedge Advisors, LLC owns shares of 99 different stocks, but just 19 companies or ETFs make up 80% of its holdings.
Approximately 14.30% of the portfolio was purchased this quarter.
About 0.58% of the portfolio was sold this quarter.
This quarter, Riversedge Advisors, LLC has purchased 100 new stocks and bought additional shares in 68 stocks.
Riversedge Advisors, LLC sold shares of 18 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Schwab US Large-Cap ETF: $42,357,132
VictoryShares Core Intermediate Bond ETF: $31,987,654
SPDR Portfolio S&P 500 Growth ETF: $31,903,004
SPDR Portfolio S&P 500 Value ETF: $27,827,793
Apple: $23,290,584

Largest New Holdings this Quarter

Schwab U.S. Large-Cap Growth ETF: $1,659,491 Holding
iShares Core MSCI International Developed Markets ETF: $1,012,243 Holding
Vanguard Total Bond Market ETF: $827,564 Holding
SPDR Portfolio S&P 500 ETF: $476,719 Holding
HSBC: $234,539 Holding

Largest Purchases this Quarter

Schwab US Large-Cap ETF: 1,214,333 shares (about $28.15M)
Schwab International Equity ETF: 572,680 shares (about $10.59M)
Schwab US Small-Cap ETF: 320,234 shares (about $8.28M)
Schwab U.S. Large-Cap Value ETF: 106,470 shares (about $2.78M)
Apple: 10,668 shares (about $2.41M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF: 4,727 shares (about $415.50K)
iShares Core MSCI EAFE ETF: 2,417 shares (about $169.87K)
Vanguard Tax-Exempt Bond ETF: 1,573 shares (about $78.85K)
Harbor International Compounders ETF: 2,387 shares (about $61.70K)
Vanguard Growth ETF: 101 shares (about $41.45K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHX Schwab US Large-Cap ETF	$42,357,132	$28,148,235 ▲	198.1%	1,827,314	9.6%	ETF
UITB VictoryShares Core Intermediate Bond ETF	$31,987,654	$1,406,514 ▲	4.6%	695,989	7.2%	ETF
SPYG SPDR Portfolio S&P 500 Growth ETF	$31,903,004	$415,503 ▼	-1.3%	362,947	7.2%	ETF
SPYV SPDR Portfolio S&P 500 Value ETF	$27,827,793	$187,735 ▲	0.7%	544,149	6.3%	ETF
AAPL Apple	$23,290,584	$2,414,076 ▲	11.6%	102,923	5.3%	Computer and Technology
IEFA iShares Core MSCI EAFE ETF	$22,380,142	$169,867 ▼	-0.8%	318,443	5.1%	ETF
RSP Invesco S&P 500 Equal Weight ETF	$22,168,839	$190,475 ▲	0.9%	126,513	5.0%	ETF
SCHF Schwab International Equity ETF	$20,905,508	$10,594,584 ▲	102.8%	1,130,027	4.7%	ETF
DFIV Dimensional International Value ETF	$18,429,341	$146,461 ▲	0.8%	519,429	4.2%	ETF
SCHA Schwab US Small-Cap ETF	$16,695,681	$8,281,251 ▲	98.4%	645,618	3.8%	ETF
OSEA Harbor International Compounders ETF	$16,241,167	$61,704 ▼	-0.4%	628,285	3.7%	ETF
EMXC iShares MSCI Emerging Markets ex China ETF	$14,464,798	$24,842 ▼	-0.2%	260,862	3.3%	Manufacturing
VEA Vanguard FTSE Developed Markets ETF	$13,695,566	$188,028 ▲	1.4%	286,398	3.1%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$12,668,596	$111,289 ▲	0.9%	287,661	2.9%	ETF
VICTORY PORTFOLIOS II	$10,743,207	$166,625 ▲	1.6%	402,971	2.4%	VICTORYSHARES SM
VUG Vanguard Growth ETF	$9,030,719	$41,454 ▼	-0.5%	22,003	2.0%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$7,349,009	$78,855 ▼	-1.1%	146,599	1.7%	ETF
USHY iShares Broad USD High Yield Corporate Bond ETF	$7,116,061	$595,114 ▲	9.1%	193,424	1.6%	ETF
VIOV Vanguard S&P Small-Cap 600 Value ETF	$6,767,787	$11,759 ▼	-0.2%	72,516	1.5%	ETF
JMUB JPMorgan Municipal ETF	$6,484,445	$115,997 ▲	1.8%	129,301	1.5%	ETF
VTWG Vanguard Russell 2000 Growth ETF	$5,324,444	$17,441 ▼	-0.3%	25,338	1.2%	ETF
VTV Vanguard Value ETF	$5,238,917	$21,162 ▲	0.4%	30,945	1.2%	ETF
SPEM SPDR Portfolio Emerging Markets ETF	$4,431,013	$47,502 ▲	1.1%	115,481	1.0%	ETF
VBK Vanguard Small-Cap Growth ETF	$4,395,997	$290,975 ▲	7.1%	15,697	1.0%	ETF
HYD VanEck High Yield Muni ETF	$3,408,825	$155,782 ▲	4.8%	65,668	0.8%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$3,404,631	$2,775,667 ▲	441.3%	130,596	0.8%	ETF
HYMB SPDR Nuveen Bloomberg High Yield Municipal Bond ETF	$3,313,306	$2,174 ▼	-0.1%	129,527	0.7%	ETF
NVDA NVIDIA	$3,221,141	$54,657 ▲	1.7%	23,986	0.7%	Computer and Technology
MSFT Microsoft	$3,119,989	$232,671 ▲	8.1%	7,402	0.7%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$2,820,279	$285,179 ▲	11.2%	14,231	0.6%	ETF
MUB iShares National Muni Bond ETF	$2,409,931	$87,477 ▲	3.8%	22,618	0.5%	ETF
IVV iShares Core S&P 500 ETF	$1,738,457	$4,710 ▼	-0.3%	2,953	0.4%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$1,659,491	$1,659,491 ▲	New Holding	59,544	0.4%	ETF
GOOGL Alphabet	$1,633,772	$40,319 ▲	2.5%	8,631	0.4%	Computer and Technology
AMZN Amazon.com	$1,556,649	$237,172 ▲	18.0%	7,095	0.4%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$1,443,474	$3,781 ▲	0.3%	19,086	0.3%	CL A
VGT Vanguard Information Technology ETF	$1,312,020	$7,462 ▲	0.6%	2,110	0.3%	ETF
IVW iShares S&P 500 Growth ETF	$1,293,543	$1,523 ▲	0.1%	12,740	0.3%	ETF
GOOG Alphabet	$1,084,868	$70,458 ▲	6.9%	5,697	0.2%	Computer and Technology
LGLV SPDR SSGA US Large Cap Low Volatility Index ETF	$1,056,070	$28,252 ▼	-2.6%	6,392	0.2%	ETF
IDEV iShares Core MSCI International Developed Markets ETF	$1,012,243	$1,012,243 ▲	New Holding	15,701	0.2%	ETF
IWO iShares Russell 2000 Growth ETF	$978,720	$3,454 ▲	0.4%	3,400	0.2%	ETF
BRK.B Berkshire Hathaway	$951,435	$24,477 ▲	2.6%	2,099	0.2%	Finance
MCO Moody's	$923,545	$8,047 ▲	0.9%	1,951	0.2%	Finance
META Meta Platforms	$854,845	$57,380 ▲	7.2%	1,460	0.2%	Computer and Technology
XLF Financial Select Sector SPDR Fund	$840,857		0.0%	17,398	0.2%	ETF
COST Costco Wholesale	$840,345	$43,071 ▲	5.4%	917	0.2%	Retail/Wholesale
BND Vanguard Total Bond Market ETF	$827,564	$827,564 ▲	New Holding	11,508	0.2%	ETF
VTI Vanguard Total Stock Market ETF	$733,111	$1,739 ▲	0.2%	2,530	0.2%	ETF
TSM Taiwan Semiconductor Manufacturing	$691,215	$128,369 ▲	22.8%	3,500	0.2%	Computer and Technology
CRM Salesforce	$676,684	$34,770 ▲	5.4%	2,024	0.2%	Computer and Technology
ABBV AbbVie	$646,622	$14,926 ▲	2.4%	3,639	0.1%	Medical
AVGO Broadcom	$645,379	$53,782 ▲	9.1%	2,784	0.1%	Computer and Technology
JNJ Johnson & Johnson	$641,153	$2,748 ▼	-0.4%	4,433	0.1%	Medical
IEMG iShares Core MSCI Emerging Markets ETF	$627,078	$418,557 ▲	200.7%	12,008	0.1%	ETF
JPM JPMorgan Chase & Co.	$619,755	$43,874 ▲	7.6%	2,585	0.1%	Finance
SHM SPDR Nuveen Barclays Short Term Municipal Bond ETF	$563,693	$20,425 ▼	-3.5%	11,895	0.1%	Finance
CVX Chevron	$557,587	$19,117 ▲	3.6%	3,850	0.1%	Oils/Energy
CIL VictoryShares International Volatility Wtd ETF	$547,890	$585 ▼	-0.1%	13,103	0.1%	Manufacturing
MCD McDonald's	$513,839	$25,214 ▲	5.2%	1,773	0.1%	Retail/Wholesale
SUB iShares Short-Term National Muni Bond ETF	$510,246	$89,454 ▲	21.3%	4,837	0.1%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$476,719	$476,719 ▲	New Holding	6,915	0.1%	ETF
VOO Vanguard S&P 500 ETF	$473,870	$2,156 ▲	0.5%	879	0.1%	ETF
ISRG Intuitive Surgical	$443,144	$21,400 ▲	5.1%	849	0.1%	Medical
HD Home Depot	$435,292	$46,291 ▲	11.9%	1,119	0.1%	Retail/Wholesale
BAC Bank of America	$433,604	$19,250 ▲	4.6%	9,866	0.1%	Finance
V Visa	$430,413	$54,355 ▲	14.5%	1,362	0.1%	Business Services
TSLA Tesla	$424,436	$104,595 ▲	32.7%	1,051	0.1%	Auto/Tires/Trucks
TPL Texas Pacific Land	$400,058	$6,631 ▲	1.7%	362	0.1%	Oils/Energy
ABT Abbott Laboratories	$390,625	$14,367 ▲	3.8%	3,453	0.1%	Medical
VV Vanguard Large-Cap ETF	$348,809	$1,349 ▲	0.4%	1,293	0.1%	ETF
LECO Lincoln Electric	$346,820		0.0%	1,850	0.1%	Industrial Products
IWF iShares Russell 1000 Growth ETF	$338,251	$2,410 ▼	-0.7%	842	0.1%	ETF
NVO Novo Nordisk A/S	$324,123	$21,075 ▲	7.0%	3,768	0.1%	Medical
BMY Bristol-Myers Squibb	$318,546	$32,974 ▲	11.5%	5,632	0.1%	Medical
MAR Marriott International	$301,312	$9,207 ▲	3.2%	1,080	0.1%	Consumer Discretionary
SCHE Schwab Emerging Markets Equity ETF	$298,819	$12,463 ▼	-4.0%	11,221	0.1%	ETF
SAP SAP	$281,910	$49,488 ▲	21.3%	1,145	0.1%	Computer and Technology
HURN Huron Consulting Group	$277,597		0.0%	2,234	0.1%	Business Services
DVN Devon Energy	$272,628	$32,532 ▲	13.5%	8,330	0.1%	Oils/Energy
ADP Automatic Data Processing	$268,201	$10,833 ▲	4.2%	916	0.1%	Business Services
KO Coca-Cola	$264,449	$18,992 ▼	-6.7%	4,247	0.1%	Consumer Staples
ETN Eaton	$260,186	$15,930 ▼	-5.8%	784	0.1%	Industrial Products
NFLX Netflix	$257,591	$3,565 ▲	1.4%	289	0.1%	Consumer Discretionary
ASML ASML	$255,747	$52,674 ▲	25.9%	369	0.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$253,813	$586 ▲	0.2%	433	0.1%	Finance
BX Blackstone	$246,340	$8,102 ▲	3.4%	1,429	0.1%	Finance
EFA iShares MSCI EAFE ETF	$243,857		0.0%	3,225	0.1%	Finance
HSBC HSBC	$234,539	$234,539 ▲	New Holding	4,742	0.1%	Finance
BABA Alibaba Group	$225,881	$65,628 ▲	41.0%	2,664	0.1%	Retail/Wholesale
SHEL Shell	$225,665	$35,021 ▲	18.4%	3,602	0.1%	Oils/Energy
RY Royal Bank of Canada	$222,702	$222,702 ▲	New Holding	1,848	0.1%	Finance
ORLY O'Reilly Automotive	$206,329	$206,329 ▲	New Holding	174	0.0%	Retail/Wholesale
XOM Exxon Mobil	$206,109	$20,439 ▲	11.0%	1,916	0.0%	Oils/Energy
MUFG Mitsubishi UFJ Financial Group	$141,402	$141,402 ▲	New Holding	12,065	0.0%	Finance
SAN Banco Santander	$78,523	$9,795 ▲	14.3%	17,220	0.0%	Finance
MFG Mizuho Financial Group	$73,731	$23,213 ▲	45.9%	15,078	0.0%	Finance
LYG Lloyds Banking Group	$54,612	$7,708 ▲	16.4%	20,078	0.0%	Finance
LOAN Manhattan Bridge Capital	$13,231		0.0%	13,231	0.0%	Finance
HYLB Xtrackers USD High Yield Corporate Bond ETF	$0	$258,782 ▼	-100.0%	0	0.0%	ETF

Showing largest 100 holdings. View all holdings.

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Riversedge Advisors, LLC Top Holdings and 13F Report (2024)

About Riversedge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Riversedge Advisors, LLC Top Holdings and 13F Report (2024)

About Riversedge Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRiversedge Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools