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Size ($ in 1000's)
At 03/31/2024: $405,705
At 12/31/2023: $365,012
Riversedge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Riversedge Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Riversedge Advisors LLC top holdings by largest position size, as per the latest 13f filing made by Riversedge Advisors LLC.
In the Riversedge Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Riversedge Advisors LLC in that top holding, then the share count change between reporting periods, and finally the Riversedge Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (IEFA) |
739,111 |
+29,363 |
$54,857 | | IEFA | 739,111 | +29,363 | $54,857 | | SCHWAB STRATEGIC TR |
694,098 |
-11,313 |
$43,076 | | SCHX | 694,098 | -11,313 | $43,076 | | VICTORY PORTFOLIOS II |
625,349 |
+146,488 |
$29,004 | | UITB | 625,349 | +146,488 | $29,004 | | SPDR SER TR (SPYG) |
375,261 |
+240 |
$27,450 | | SPYG | 375,261 | +240 | $27,450 | | SPDR SER TR (SPYV) |
537,649 |
+1,012 |
$26,936 | | SPYV | 537,649 | +1,012 | $26,936 | | SCHWAB STRATEGIC TR |
570,692 |
-1,484 |
$22,268 | | SCHF | 570,692 | -1,484 | $22,268 | | INVESCO EXCHANGE TRADED FD T (RSP) |
104,896 |
-1,489 |
$17,766 | | RSP | 104,896 | -1,489 | $17,766 | | SCHWAB STRATEGIC TR |
326,886 |
-10,093 |
$16,096 | | SCHA | 326,886 | -10,093 | $16,096 | | VANGUARD TAX MANAGED FDS (VEA) |
317,374 |
-8,945 |
$15,923 | | VEA | 317,374 | -8,945 | $15,923 | | APPLE INC |
91,352 |
+50,488 |
$15,665 | | AAPL | 91,352 | +50,488 | $15,665 | | ISHARES INC (EMXC) |
249,525 |
+31,389 |
$14,365 | | EMXC | 249,525 | +31,389 | $14,365 | | VANGUARD INTL EQUITY INDEX F (VWO) |
255,437 |
+6,982 |
$10,670 | | VWO | 255,437 | +6,982 | $10,670 | | PACER FDS TR |
215,543 |
-4,193 |
$10,596 | | CALF | 215,543 | -4,193 | $10,596 | | VANGUARD MUN BD FDS (VTEB) |
165,973 |
-11,533 |
$8,398 | | VTEB | 165,973 | -11,533 | $8,398 | | VANGUARD INDEX FDS (VUG) |
22,131 |
-161 |
$7,617 | | VUG | 22,131 | -161 | $7,617 | | VANGUARD ADMIRAL FDS INC (VIOV) |
77,155 |
-2,117 |
$6,822 | | VIOV | 77,155 | -2,117 | $6,822 | | ISHARES TR (USHY) |
157,547 |
+12,937 |
$5,765 | | USHY | 157,547 | +12,937 | $5,765 | | VANGUARD INDEX FDS (VTV) |
33,012 |
+175 |
$5,376 | | VTV | 33,012 | +175 | $5,376 | | VANGUARD SCOTTSDALE FDS (VTWG) |
26,933 |
+158 |
$5,309 | | VTWG | 26,933 | +158 | $5,309 | | SPDR INDEX SHS FDS (SPEM) |
120,693 |
-2,598 |
$4,368 | | SPEM | 120,693 | -2,598 | $4,368 | | ISHARES TR (IGSB) |
81,762 |
-47,939 |
$4,193 | | IGSB | 81,762 | -47,939 | $4,193 | | VANGUARD INDEX FDS (VBK) |
14,238 |
+1,505 |
$3,712 | | VBK | 14,238 | +1,505 | $3,712 | | J P MORGAN EXCHANGE TRADED F (JMUB) |
69,959 |
+43,510 |
$3,550 | | JMUB | 69,959 | +43,510 | $3,550 | | SPDR SER TR (HYMB) |
135,596 |
-2,138 |
$3,483 | | HYMB | 135,596 | -2,138 | $3,483 | | VANECK ETF TRUST (HYD) |
60,893 |
+2,689 |
$3,182 | | HYD | 60,893 | +2,689 | $3,182 | | MICROSOFT CORP |
6,649 |
+526 |
$2,797 | | MSFT | 6,649 | +526 | $2,797 | | ISHARES TR (MUB) |
22,880 |
-1,204 |
$2,462 | | MUB | 22,880 | -1,204 | $2,462 | | VANGUARD INDEX FDS (VBR) |
12,007 |
+1,033 |
$2,304 | | VBR | 12,007 | +1,033 | $2,304 | | NVIDIA CORPORATION |
2,356 |
+108 |
$2,129 | | NVDA | 2,356 | +108 | $2,129 | | SCHWAB STRATEGIC TR |
23,880 |
+124 |
$1,814 | | SCHV | 23,880 | +124 | $1,814 | | ISHARES TR (IVV) |
2,993 |
-21 |
$1,574 | | IVV | 2,993 | -21 | $1,574 | | ISHARES TR (IVW) |
15,087 |
+41 |
$1,274 | | IVW | 15,087 | +41 | $1,274 | | ALPHABET INC |
7,943 |
+236 |
$1,199 | | GOOGL | 7,943 | +236 | $1,199 | | VANGUARD WORLD FD (VGT) |
2,164 |
-55 |
$1,135 | | VGT | 2,164 | -55 | $1,135 | | SPDR SER TR (LGLV) |
7,101 |
-493 |
$1,106 | | LGLV | 7,101 | -493 | $1,106 | | AMAZON COM INC |
5,908 |
+645 |
$1,066 | | AMZN | 5,908 | +645 | $1,066 | | ISHARES TR (IWO) |
3,437 |
+4 |
$931 | | IWO | 3,437 | +4 | $931 |  BERKSHIRE HATHAWAY INC DEL |
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$791 | | BRK.B | 1,880 | +298 | $791 | | MOODYS CORP |
1,934 |
+22 |
$760 | | MCO | 1,934 | +22 | $760 | | ALPHABET INC |
4,848 |
+207 |
$738 | | GOOG | 4,848 | +207 | $738 | | SELECT SECTOR SPDR TR (XLF) |
17,398 |
UNCH |
$733 | | XLF | 17,398 | UNCH | $733 | | JOHNSON & JOHNSON |
4,471 |
+528 |
$707 | | JNJ | 4,471 | +528 | $707 | | VICTORY PORTFOLIOS II |
15,266 |
-72 |
$659 | | CIL | 15,266 | -72 | $659 | | ABBVIE INC |
3,479 |
+106 |
$633 | | ABBV | 3,479 | +106 | $633 | | COSTCO WHSL CORP NEW |
845 |
+44 |
$619 | | COST | 845 | +44 | $619 | | SPDR SER TR (SHM) |
13,029 |
-111 |
$618 | | SHM | 13,029 | -111 | $618 | | META PLATFORMS INC |
1,243 |
+145 |
$604 | | META | 1,243 | +145 | $604 | | CHEVRON CORP NEW |
3,678 |
+129 |
$580 | | CVX | 3,678 | +129 | $580 | | MCDONALDS CORP |
2,000 |
+63 |
$564 | | MCD | 2,000 | +63 | $564 | | SALESFORCE INC |
1,854 |
-82 |
$558 | | CRM | 1,854 | -82 | $558 |
See Full List: All Stocks Held By Riversedge Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Riversedge Advisors LLC
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