Riversedge Advisors, LLC Top Holdings and 13F Report (2024) → Bible Shocker: Have You Seen Elon Musk’s Miracle? (From InvestorPlace) (Ad) About Riversedge Advisors, LLCInvestment ActivityRiversedge Advisors, LLC has $405.70 million in total holdings as of March 31, 2024.Riversedge Advisors, LLC owns shares of 88 different stocks, but just 16 companies or ETFs make up 80% of its holdings.Approximately 6.57% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Riversedge Advisors, LLC has purchased 79 new stocks and bought additional shares in 49 stocks.Riversedge Advisors, LLC sold shares of 24 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core MSCI EAFE ETF $54,856,795Schwab US Large-Cap ETF $43,075,707VictoryShares Core Intermediate Bond ETF $29,003,687SPDR Portfolio S&P 500 Growth ETF $27,450,343SPDR Portfolio S&P 500 Value ETF $26,936,207 Largest New Holdings this Quarter ASML $309,580 HoldingiShares Russell 1000 Growth ETF $289,964 HoldingEaton $264,527 HoldingQUALCOMM $225,524 HoldingAutomatic Data Processing $218,824 Holding Largest Purchases this Quarter Apple 50,488 shares (about $8.66M)VictoryShares Core Intermediate Bond ETF 146,488 shares (about $6.79M)JPMorgan Municipal ETF 43,510 shares (about $2.21M)iShares Core MSCI EAFE ETF 29,363 shares (about $2.18M)iShares MSCI Emerging Markets ex China ETF 31,389 shares (about $1.81M) Largest Sales this Quarter iShares 1-5 Year Investment Grade Corporate Bond ETF 47,939 shares (about $2.46M)Schwab US Large-Cap ETF 11,313 shares (about $702.08K)Vanguard Tax-Exempt Bond ETF 11,533 shares (about $583.57K)Schwab US Small-Cap ETF 10,093 shares (about $496.98K)Vanguard FTSE Developed Markets ETF 8,945 shares (about $448.77K) 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 PortfolioSectorIEFAiShares Core MSCI EAFE ETF$54,856,795$2,179,321 ▲4.1%739,11113.5%ETFSCHXSchwab US Large-Cap ETF$43,075,707$702,085 ▼-1.6%694,09810.6%ETFUITBVictoryShares Core Intermediate Bond ETF$29,003,687$6,794,114 ▲30.6%625,3497.1%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$27,450,343$17,556 ▲0.1%375,2616.8%ETFSPYVSPDR Portfolio S&P 500 Value ETF$26,936,207$50,701 ▲0.2%537,6496.6%ETFSCHFSchwab International Equity ETF$22,268,412$57,906 ▼-0.3%570,6925.5%ETFRSPInvesco S&P 500 Equal Weight ETF$17,766,206$252,192 ▼-1.4%104,8964.4%ETFSCHASchwab US Small-Cap ETF$16,095,890$496,980 ▼-3.0%326,8864.0%ETFVEAVanguard FTSE Developed Markets ETF$15,922,649$448,771 ▼-2.7%317,3743.9%ETFAAPLApple$15,664,985$8,657,651 ▲123.6%91,3523.9%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$14,365,154$1,807,065 ▲14.4%249,5253.5%ManufacturingVWOVanguard FTSE Emerging Markets ETF$10,669,616$291,638 ▲2.8%255,4372.6%ETFCALFPacer US Small Cap Cash Cows 100 ETF$10,596,113$206,128 ▼-1.9%215,5432.6%ETFVTEBVanguard Tax-Exempt Bond ETF$8,398,225$583,569 ▼-6.5%165,9732.1%ETFVUGVanguard Growth ETF$7,617,379$55,415 ▼-0.7%22,1311.9%ETFVIOVVanguard S&P Small-Cap 600 Value ETF$6,822,078$187,186 ▼-2.7%77,1551.7%ETFUSHYiShares Broad USD High Yield Corporate Bond ETF$5,764,646$473,365 ▲8.9%157,5471.4%ETFVTVVanguard Value ETF$5,376,309$28,500 ▲0.5%33,0121.3%ETFVTWGVanguard Russell 2000 Growth ETF$5,308,552$31,142 ▲0.6%26,9331.3%ETFSPEMSPDR Portfolio Emerging Markets ETF$4,367,871$94,021 ▼-2.1%120,6931.1%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$4,192,765$2,458,318 ▼-37.0%81,7621.0%ManufacturingVBKVanguard Small-Cap Growth ETF$3,712,169$392,388 ▲11.8%14,2380.9%ETFJMUBJPMorgan Municipal ETF$3,549,720$2,207,698 ▲164.5%69,9590.9%ETFHYMBSPDR Nuveen Bloomberg High Yield Municipal Bond ETF$3,483,458$54,925 ▼-1.6%135,5960.9%ETFHYDVanEck High Yield Muni ETF$3,182,269$140,527 ▲4.6%60,8930.8%ETFMSFTMicrosoft$2,797,442$221,305 ▲8.6%6,6490.7%Computer and TechnologyMUBiShares National Muni Bond ETF$2,461,857$129,549 ▼-5.0%22,8800.6%ETFVBRVanguard Small-Cap Value ETF$2,303,967$198,218 ▲9.4%12,0070.6%ETFNVDANVIDIA$2,129,127$97,600 ▲4.8%2,3560.5%Computer and TechnologySCHVSchwab U.S. Large-Cap Value ETF$1,814,414$9,422 ▲0.5%23,8800.4%ETFIVViShares Core S&P 500 ETF$1,573,602$11,041 ▼-0.7%2,9930.4%ETFIVWiShares S&P 500 Growth ETF$1,273,981$3,462 ▲0.3%15,0870.3%ETFGOOGLAlphabet$1,198,837$35,619 ▲3.1%7,9430.3%Computer and TechnologyVGTVanguard Information Technology ETF$1,134,733$28,840 ▼-2.5%2,1640.3%ETFLGLVSPDR SSGA US Large Cap Low Volatility Index ETF$1,105,944$76,782 ▼-6.5%7,1010.3%ETFAMZNAmazon.com$1,065,685$116,345 ▲12.3%5,9080.3%Retail/WholesaleIWOiShares Russell 2000 Growth ETF$930,856$1,083 ▲0.1%3,4370.2%ETFBRK.BBerkshire Hathaway$790,578$125,315 ▲18.8%1,8800.2%FinanceMCOMoody's$760,120$8,647 ▲1.2%1,9340.2%FinanceGOOGAlphabet$738,156$31,518 ▲4.5%4,8480.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$732,8140.0%17,3980.2%ETFJNJJohnson & Johnson$707,245$83,522 ▲13.4%4,4710.2%MedicalCILVictoryShares International Volatility Wtd ETF$658,810$3,107 ▼-0.5%15,2660.2%ManufacturingABBVAbbVie$633,486$19,301 ▲3.1%3,4790.2%MedicalCOSTCostco Wholesale$618,803$32,222 ▲5.5%8450.2%Retail/WholesaleSHMSPDR Nuveen Barclays Short Term Municipal Bond ETF$618,114$5,266 ▼-0.8%13,0290.2%FinanceMETAMeta Platforms$603,576$70,409 ▲13.2%1,2430.1%Computer and TechnologyCVXChevron$580,189$20,349 ▲3.6%3,6780.1%Oils/EnergyMCDMcDonald's$563,874$17,762 ▲3.3%2,0000.1%Retail/WholesaleCRMSalesforce$558,388$24,697 ▼-4.2%1,8540.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$500,327$9,097 ▲1.9%1,9250.1%ETFLECOLincoln Electric$472,5640.0%1,8500.1%Industrial ProductsVOOVanguard S&P 500 ETF$432,916$1,441 ▲0.3%9010.1%ETFJPMJPMorgan Chase & Co.$411,047$14,022 ▲3.5%2,0520.1%FinanceNVONovo Nordisk A/S$407,413$41,602 ▲11.4%3,1730.1%MedicalSUBiShares Short-Term National Muni Bond ETF$401,627$79,906 ▼-16.6%3,8350.1%ETFABTAbbott Laboratories$391,859$126,604 ▼-24.4%3,4480.1%MedicalBACBank of America$369,390$68,334 ▼-15.6%9,7410.1%FinanceHDHome Depot$368,739$36,836 ▲11.1%9610.1%Retail/WholesaleMRKMerck & Co., Inc.$345,321$17,550 ▲5.4%2,6170.1%MedicalDVNDevon Energy$342,675$10,136 ▲3.0%6,8290.1%Oils/EnergyTSMTaiwan Semiconductor Manufacturing$335,635$70,202 ▲26.4%2,4670.1%Computer and TechnologyVVisa$330,605$176,323 ▼-34.8%1,1850.1%Business ServicesISRGIntuitive Surgical$313,685$16,363 ▲5.5%7860.1%MedicalASMLASML$309,580$309,580 ▲New Holding3190.1%Computer and TechnologyVVVanguard Large-Cap ETF$308,051$3,836 ▲1.3%1,2850.1%ETFBMYBristol-Myers Squibb$292,206$11,280 ▲4.0%5,3880.1%MedicalSCHESchwab Emerging Markets Equity ETF$290,042$4,924 ▲1.7%11,4870.1%ETFIWFiShares Russell 1000 Growth ETF$289,964$289,964 ▲New Holding8600.1%ETFADBEAdobe$288,127$11,606 ▲4.2%5710.1%Computer and TechnologyAVGOBroadcom$282,724$41,148 ▲17.0%2130.1%Computer and TechnologyKOCoca-Cola$274,420$19,335 ▲7.6%4,4850.1%Consumer StaplesMARMarriott International$266,761$7,319 ▲2.8%1,0570.1%Consumer DiscretionaryETNEaton$264,527$264,527 ▲New Holding8460.1%Industrial ProductsGPCGenuine Parts$261,5220.0%1,6880.1%Auto/Tires/TrucksEFAiShares MSCI EAFE ETF$257,5640.0%3,2250.1%FinanceHYLBX-trackers USD High Yield Corporate Bond ETF$242,587$1,000 ▼-0.4%6,7930.1%ETFQCOMQUALCOMM$225,524$225,524 ▲New Holding1,3320.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$224,527$523 ▲0.2%4290.1%FinanceADPAutomatic Data Processing$218,824$218,824 ▲New Holding8760.1%Business ServicesBLDRBuilders FirstSource$217,726$217,726 ▲New Holding1,0440.1%Retail/WholesaleHURNHuron Consulting Group$215,8490.0%2,2340.1%Business ServicesGRAYSCALE BITCOIN TR BTC$208,461$208,461 ▲New Holding3,3000.1%SHS REP COM UTTPLTexas Pacific Land$205,793$205,793 ▲New Holding3560.1%Oils/EnergyIEMGiShares Core MSCI Emerging Markets ETF$203,205$203,205 ▲New Holding3,9380.1%ETFSANBanco Santander$58,545$9,540 ▲19.5%12,0960.0%FinanceLYGLloyds Banking Group$37,956$9,168 ▲31.8%14,6550.0%FinanceBBDBanco Bradesco$30,313$30,313 ▲New Holding10,5990.0%FinanceBNDVanguard Total Bond Market ETF$0$373,891 ▼-100.0%00.0%ETFShowing 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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
