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Entity | Shares/Amount Change | Position Value Change |
UITB |
+478,861 | +$22,463 | EMXC |
+218,136 | +$12,087 | JMUB |
+26,449 | +$1,348 | HD |
+865 | +$300 | NVO |
+2,849 | +$295 | MRK |
+2,484 | +$271 | KO |
+4,169 | +$246 | HURN |
+2,234 | +$230 | AVGO |
+182 | +$203 | SPY |
+428 | +$203 |
Entity | Shares/Amount Change | Position Value Change |
IEMG |
-21,334 | -$1,015 | XOM |
-2,373 | -$279 | TPL |
-119 | -$217 | QCOM |
-1,804 | -$200 |
Entity | Shares/Amount Change | Position Value Change |
SCHA |
+60,545 | +$4,469 | VEA |
+42,094 | +$3,205 | SCHX |
+23,776 | +$5,294 | IEFA |
+7,925 | +$4,769 | SCHF |
+5,266 | +$1,896 | VIOV |
+4,228 | +$1,234 | MSFT |
+1,533 | +$854 | BAC |
+1,447 | +$113 | VTWG |
+1,253 | +$751 | VTV |
+1,132 | +$536 |
Entity | Shares/Amount Change | Position Value Change |
VWO |
-285,159 | -$10,712 | BND |
-210,661 | -$14,681 | IGSB |
-176,908 | -$8,628 | USHY |
-172,621 | -$5,754 | HYMB |
-66,383 | -$1,377 | VTEB |
-33,101 | -$1,068 | HYD |
-22,212 | -$941 | MUB |
-8,785 | -$759 | SCHE |
-6,353 | -$142 |
Size ($ in 1000's)
At 12/31/2023: $365,012 At 09/30/2023: $339,007
Riversedge Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Riversedge Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by Riversedge Advisors LLC to be as follows, presented in the
table below with each row detailing each Riversedge Advisors LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-Riversedge Advisors LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by Riversedge Advisors LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
ISHARES TR (IEFA) |
709,748 |
+7,925 |
$49,931 | IEFA | 709,748 | +7,925 | $49,931 | SCHWAB STRATEGIC TR |
705,411 |
+23,776 |
$39,785 | SCHX | 705,411 | +23,776 | $39,785 | SPDR SER TR (SPYV) |
536,637 |
-1,377 |
$25,023 | SPYV | 536,637 | -1,377 | $25,023 | SPDR SER TR (SPYG) |
375,021 |
+642 |
$24,399 | SPYG | 375,021 | +642 | $24,399 | VICTORY PORTFOLIOS II |
478,861 |
+478,861 |
$22,463 | UITB | 478,861 | +478,861 | $22,463 | SCHWAB STRATEGIC TR |
572,176 |
+5,266 |
$21,148 | SCHF | 572,176 | +5,266 | $21,148 | INVESCO EXCHANGE TRADED FD T (RSP) |
106,385 |
-3,445 |
$16,788 | RSP | 106,385 | -3,445 | $16,788 | SCHWAB STRATEGIC TR |
336,979 |
+60,545 |
$15,919 | SCHA | 336,979 | +60,545 | $15,919 | VANGUARD TAX MANAGED FDS (VEA) |
326,319 |
+42,094 |
$15,631 | VEA | 326,319 | +42,094 | $15,631 | ISHARES INC (EMXC) |
218,136 |
+218,136 |
$12,087 | EMXC | 218,136 | +218,136 | $12,087 | PACER FDS TR |
219,736 |
-6,279 |
$10,554 | CALF | 219,736 | -6,279 | $10,554 | VANGUARD INTL EQUITY INDEX F (VWO) |
248,455 |
-285,159 |
$10,211 | VWO | 248,455 | -285,159 | $10,211 | VANGUARD MUN BD FDS (VTEB) |
177,506 |
-33,101 |
$9,062 | VTEB | 177,506 | -33,101 | $9,062 | APPLE INC |
40,864 |
+164 |
$7,868 | AAPL | 40,864 | +164 | $7,868 | VANGUARD ADMIRAL FDS INC (VIOV) |
79,272 |
+4,228 |
$7,016 | VIOV | 79,272 | +4,228 | $7,016 | VANGUARD INDEX FDS (VUG) |
22,292 |
-252 |
$6,930 | VUG | 22,292 | -252 | $6,930 | ISHARES TR (IGSB) |
129,701 |
-176,908 |
$6,650 | IGSB | 129,701 | -176,908 | $6,650 | ISHARES TR (USHY) |
144,610 |
-172,621 |
$5,257 | USHY | 144,610 | -172,621 | $5,257 | VANGUARD SCOTTSDALE FDS (VTWG) |
26,775 |
+1,253 |
$4,914 | VTWG | 26,775 | +1,253 | $4,914 | VANGUARD INDEX FDS (VTV) |
32,837 |
+1,132 |
$4,909 | VTV | 32,837 | +1,132 | $4,909 | SPDR INDEX SHS FDS (SPEM) |
123,291 |
-683 |
$4,366 | SPEM | 123,291 | -683 | $4,366 | SPDR SER TR (HYMB) |
137,734 |
-66,383 |
$3,485 | HYMB | 137,734 | -66,383 | $3,485 | VANGUARD INDEX FDS (VBK) |
12,733 |
+861 |
$3,078 | VBK | 12,733 | +861 | $3,078 | VANECK ETF TRUST (HYD) |
58,204 |
-22,212 |
$3,005 | HYD | 58,204 | -22,212 | $3,005 | ISHARES TR (MUB) |
24,084 |
-8,785 |
$2,611 | MUB | 24,084 | -8,785 | $2,611 | MICROSOFT CORP |
6,123 |
+1,533 |
$2,303 | MSFT | 6,123 | +1,533 | $2,303 | VANGUARD INDEX FDS (VBR) |
10,974 |
-1,567 |
$1,975 | VBR | 10,974 | -1,567 | $1,975 | SCHWAB STRATEGIC TR |
23,756 |
-1,921 |
$1,665 | SCHV | 23,756 | -1,921 | $1,665 | ISHARES TR (IVV) |
3,014 |
+27 |
$1,439 | IVV | 3,014 | +27 | $1,439 | J P MORGAN EXCHANGE TRADED F (JMUB) |
26,449 |
+26,449 |
$1,348 | JMUB | 26,449 | +26,449 | $1,348 | ISHARES TR (IVW) |
15,046 |
-672 |
$1,130 | IVW | 15,046 | -672 | $1,130 | NVIDIA CORPORATION |
2,248 |
+318 |
$1,113 | NVDA | 2,248 | +318 | $1,113 | SPDR SER TR (LGLV) |
7,594 |
+32 |
$1,101 | LGLV | 7,594 | +32 | $1,101 | ALPHABET INC |
7,707 |
-901 |
$1,077 | GOOGL | 7,707 | -901 | $1,077 | VANGUARD WORLD FDS (VGT) |
2,219 |
-204 |
$1,074 | VGT | 2,219 | -204 | $1,074 | ISHARES TR (IWO) |
3,433 |
+15 |
$866 | IWO | 3,433 | +15 | $866 | AMAZON COM INC |
5,263 |
-1,058 |
$800 | AMZN | 5,263 | -1,058 | $800 | MOODYS CORP |
1,912 |
-62 |
$747 | MCO | 1,912 | -62 | $747 | ALPHABET INC |
4,641 |
-781 |
$654 | GOOG | 4,641 | -781 | $654 | SELECT SECTOR SPDR TR (XLF) |
17,398 |
UNCH |
$654 | XLF | 17,398 | UNCH | $654 | VICTORY PORTFOLIOS II |
15,338 |
-1,241 |
$639 | CIL | 15,338 | -1,241 | $639 | SPDR SER TR (SHM) |
13,140 |
-5,647 |
$628 | SHM | 13,140 | -5,647 | $628 | JOHNSON & JOHNSON |
3,943 |
+396 |
$618 | JNJ | 3,943 | +396 | $618 | MCDONALDS CORP |
1,937 |
+306 |
$574 | MCD | 1,937 | +306 | $574 | BERKSHIRE HATHAWAY INC DEL |
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$564 | BRK.B | 1,582 | -134 | $564 | COSTCO WHSL CORP NEW |
801 |
+1 |
$529 | COST | 801 | +1 | $529 | CHEVRON CORP NEW |
3,549 |
-662 |
$529 | CVX | 3,549 | -662 | $529 | ABBVIE INC |
3,373 |
-326 |
$523 | ABBV | 3,373 | -326 | $523 | SALESFORCE INC |
1,936 |
-417 |
$509 | CRM | 1,936 | -417 | $509 | ABBOTT LABS |
4,562 |
+715 |
$502 | ABT | 4,562 | +715 | $502 | ISHARES TR (SUB) |
4,598 |
-103 |
$485 | SUB | 4,598 | -103 | $485 | VISA INC |
1,817 |
-313 |
$473 | V | 1,817 | -313 | $473 | VANGUARD INDEX FDS (VTI) |
1,890 |
+221 |
$448 | VTI | 1,890 | +221 | $448 | LINCOLN ELEC HLDGS INC |
1,850 |
UNCH |
$402 | LECO | 1,850 | UNCH | $402 | VANGUARD INDEX FDS (VOO) |
898 |
-18 |
$392 | VOO | 898 | -18 | $392 | BANK AMERICA CORP |
11,543 |
+1,447 |
$389 | BAC | 11,543 | +1,447 | $389 | META PLATFORMS INC |
1,098 |
-235 |
$389 | META | 1,098 | -235 | $389 | VANGUARD BD INDEX FDS (BND) |
5,083 |
-210,661 |
$374 | BND | 5,083 | -210,661 | $374 | JPMORGAN CHASE & CO |
1,982 |
+282 |
$337 | JPM | 1,982 | +282 | $337 | ADOBE INC |
548 |
+4 |
$327 | ADBE | 548 | +4 | $327 | DEVON ENERGY CORP NEW |
6,627 |
+38 |
$300 | DVN | 6,627 | +38 | $300 | HOME DEPOT INC |
865 |
+865 |
$300 | HD | 865 | +865 | $300 | NOVO NORDISK A S |
2,849 |
+2,849 |
$295 | NVO | 2,849 | +2,849 | $295 | SCHWAB STRATEGIC TR |
11,292 |
-6,353 |
$280 | SCHE | 11,292 | -6,353 | $280 | VANGUARD INDEX FDS (VV) |
1,269 |
+4 |
$277 | VV | 1,269 | +4 | $277 | MERCK & CO INC |
2,484 |
+2,484 |
$271 | MRK | 2,484 | +2,484 | $271 | BRISTOL MYERS SQUIBB CO |
5,180 |
-511 |
$266 | BMY | 5,180 | -511 | $266 | INTUITIVE SURGICAL INC |
745 |
-152 |
$251 | ISRG | 745 | -152 | $251 | COCA COLA CO |
4,169 |
+4,169 |
$246 | KO | 4,169 | +4,169 | $246 | ISHARES TR (EFA) |
3,225 |
-871 |
$243 | EFA | 3,225 | -871 | $243 | DBX ETF TR (HYLB) |
6,821 |
-2,859 |
$242 | HYLB | 6,821 | -2,859 | $242 | GENUINE PARTS CO |
1,688 |
UNCH |
$234 | GPC | 1,688 | UNCH | $234 | MARRIOTT INTL INC NEW |
1,028 |
+2 |
$232 | MAR | 1,028 | +2 | $232 | HURON CONSULTING GROUP INC |
2,234 |
+2,234 |
$230 | HURN | 2,234 | +2,234 | $230 | BROADCOM INC |
182 |
+182 |
$203 | AVGO | 182 | +182 | $203 | SPDR S&P 500 ETF TR (SPY) |
428 |
+428 |
$203 | SPY | 428 | +428 | $203 | TAIWAN SEMICONDUCTOR MFG LTD |
1,951 |
+1,951 |
$203 | TSM | 1,951 | +1,951 | $203 | BANCO SANTANDER S.A. |
10,125 |
+10,125 |
$42 | SAN | 10,125 | +10,125 | $42 | LLOYDS BANKING GROUP PLC |
11,115 |
+11,115 |
$27 | LYG | 11,115 | +11,115 | $27 | ISHARES INC |
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$0 (exited) | IEMG | 0 | -21,334 | $0 | QUALCOMM INC |
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$0 (exited) | QCOM | 0 | -1,804 | $0 | TEXAS PACIFIC LAND CORPORATI |
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$0 (exited) | TPL | 0 | -119 | $0 | EXXON MOBIL CORP |
0 |
-2,373 |
$0 (exited) | XOM | 0 | -2,373 | $0 |
See Summary: Riversedge Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Riversedge Advisors LLC
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