Holdings Channel
EntityShares/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
EntityShares/Amount
Change
Position Value
Change
IEMG -21,334-$1,015
XOM -2,373-$279
TPL -119-$217
QCOM -1,804-$200
EntityShares/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
EntityShares/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

All Stocks Held By Riversedge Advisors LLC
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.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
ISHARES TR (IEFA) 709,748 +7,925 $49,931
     IEFA709,748+7,925$49,931
SCHWAB STRATEGIC TR 705,411 +23,776 $39,785
     SCHX705,411+23,776$39,785
SPDR SER TR (SPYV) 536,637 -1,377 $25,023
     SPYV536,637-1,377$25,023
SPDR SER TR (SPYG) 375,021 +642 $24,399
     SPYG375,021+642$24,399
VICTORY PORTFOLIOS II 478,861 +478,861 $22,463
     UITB478,861+478,861$22,463
SCHWAB STRATEGIC TR 572,176 +5,266 $21,148
     SCHF572,176+5,266$21,148
INVESCO EXCHANGE TRADED FD T (RSP) 106,385 -3,445 $16,788
     RSP106,385-3,445$16,788
SCHWAB STRATEGIC TR 336,979 +60,545 $15,919
     SCHA336,979+60,545$15,919
VANGUARD TAX MANAGED FDS (VEA) 326,319 +42,094 $15,631
     VEA326,319+42,094$15,631
ISHARES INC (EMXC) 218,136 +218,136 $12,087
     EMXC218,136+218,136$12,087
PACER FDS TR 219,736 -6,279 $10,554
     CALF219,736-6,279$10,554
VANGUARD INTL EQUITY INDEX F (VWO) 248,455 -285,159 $10,211
     VWO248,455-285,159$10,211
VANGUARD MUN BD FDS (VTEB) 177,506 -33,101 $9,062
     VTEB177,506-33,101$9,062
APPLE INC 40,864 +164 $7,868
     AAPL40,864+164$7,868
VANGUARD ADMIRAL FDS INC (VIOV) 79,272 +4,228 $7,016
     VIOV79,272+4,228$7,016
VANGUARD INDEX FDS (VUG) 22,292 -252 $6,930
     VUG22,292-252$6,930
ISHARES TR (IGSB) 129,701 -176,908 $6,650
     IGSB129,701-176,908$6,650
ISHARES TR (USHY) 144,610 -172,621 $5,257
     USHY144,610-172,621$5,257
VANGUARD SCOTTSDALE FDS (VTWG) 26,775 +1,253 $4,914
     VTWG26,775+1,253$4,914
VANGUARD INDEX FDS (VTV) 32,837 +1,132 $4,909
     VTV32,837+1,132$4,909
SPDR INDEX SHS FDS (SPEM) 123,291 -683 $4,366
     SPEM123,291-683$4,366
SPDR SER TR (HYMB) 137,734 -66,383 $3,485
     HYMB137,734-66,383$3,485
VANGUARD INDEX FDS (VBK) 12,733 +861 $3,078
     VBK12,733+861$3,078
VANECK ETF TRUST (HYD) 58,204 -22,212 $3,005
     HYD58,204-22,212$3,005
ISHARES TR (MUB) 24,084 -8,785 $2,611
     MUB24,084-8,785$2,611
MICROSOFT CORP 6,123 +1,533 $2,303
     MSFT6,123+1,533$2,303
VANGUARD INDEX FDS (VBR) 10,974 -1,567 $1,975
     VBR10,974-1,567$1,975
SCHWAB STRATEGIC TR 23,756 -1,921 $1,665
     SCHV23,756-1,921$1,665
ISHARES TR (IVV) 3,014 +27 $1,439
     IVV3,014+27$1,439
J P MORGAN EXCHANGE TRADED F (JMUB) 26,449 +26,449 $1,348
     JMUB26,449+26,449$1,348
ISHARES TR (IVW) 15,046 -672 $1,130
     IVW15,046-672$1,130
NVIDIA CORPORATION 2,248 +318 $1,113
     NVDA2,248+318$1,113
SPDR SER TR (LGLV) 7,594 +32 $1,101
     LGLV7,594+32$1,101
ALPHABET INC 7,707 -901 $1,077
     GOOGL7,707-901$1,077
VANGUARD WORLD FDS (VGT) 2,219 -204 $1,074
     VGT2,219-204$1,074
ISHARES TR (IWO) 3,433 +15 $866
     IWO3,433+15$866
AMAZON COM INC 5,263 -1,058 $800
     AMZN5,263-1,058$800
MOODYS CORP 1,912 -62 $747
     MCO1,912-62$747
ALPHABET INC 4,641 -781 $654
     GOOG4,641-781$654
SELECT SECTOR SPDR TR (XLF) 17,398 UNCH $654
     XLF17,398UNCH$654
VICTORY PORTFOLIOS II 15,338 -1,241 $639
     CIL15,338-1,241$639
SPDR SER TR (SHM) 13,140 -5,647 $628
     SHM13,140-5,647$628
JOHNSON & JOHNSON 3,943 +396 $618
     JNJ3,943+396$618
MCDONALDS CORP 1,937 +306 $574
     MCD1,937+306$574
BERKSHIRE HATHAWAY INC DEL      $564
     BRK.B1,582-134$564
COSTCO WHSL CORP NEW 801 +1 $529
     COST801+1$529
CHEVRON CORP NEW 3,549 -662 $529
     CVX3,549-662$529
ABBVIE INC 3,373 -326 $523
     ABBV3,373-326$523
SALESFORCE INC 1,936 -417 $509
     CRM1,936-417$509
ABBOTT LABS 4,562 +715 $502
     ABT4,562+715$502
ISHARES TR (SUB) 4,598 -103 $485
     SUB4,598-103$485
VISA INC 1,817 -313 $473
     V1,817-313$473
VANGUARD INDEX FDS (VTI) 1,890 +221 $448
     VTI1,890+221$448
LINCOLN ELEC HLDGS INC 1,850 UNCH $402
     LECO1,850UNCH$402
VANGUARD INDEX FDS (VOO) 898 -18 $392
     VOO898-18$392
BANK AMERICA CORP 11,543 +1,447 $389
     BAC11,543+1,447$389
META PLATFORMS INC 1,098 -235 $389
     META1,098-235$389
VANGUARD BD INDEX FDS (BND) 5,083 -210,661 $374
     BND5,083-210,661$374
JPMORGAN CHASE & CO 1,982 +282 $337
     JPM1,982+282$337
ADOBE INC 548 +4 $327
     ADBE548+4$327
DEVON ENERGY CORP NEW 6,627 +38 $300
     DVN6,627+38$300
HOME DEPOT INC 865 +865 $300
     HD865+865$300
NOVO NORDISK A S 2,849 +2,849 $295
     NVO2,849+2,849$295
SCHWAB STRATEGIC TR 11,292 -6,353 $280
     SCHE11,292-6,353$280
VANGUARD INDEX FDS (VV) 1,269 +4 $277
     VV1,269+4$277
MERCK & CO INC 2,484 +2,484 $271
     MRK2,484+2,484$271
BRISTOL MYERS SQUIBB CO 5,180 -511 $266
     BMY5,180-511$266
INTUITIVE SURGICAL INC 745 -152 $251
     ISRG745-152$251
COCA COLA CO 4,169 +4,169 $246
     KO4,169+4,169$246
ISHARES TR (EFA) 3,225 -871 $243
     EFA3,225-871$243
DBX ETF TR (HYLB) 6,821 -2,859 $242
     HYLB6,821-2,859$242
GENUINE PARTS CO 1,688 UNCH $234
     GPC1,688UNCH$234
MARRIOTT INTL INC NEW 1,028 +2 $232
     MAR1,028+2$232
HURON CONSULTING GROUP INC 2,234 +2,234 $230
     HURN2,234+2,234$230
BROADCOM INC 182 +182 $203
     AVGO182+182$203
SPDR S&P 500 ETF TR (SPY) 428 +428 $203
     SPY428+428$203
TAIWAN SEMICONDUCTOR MFG LTD 1,951 +1,951 $203
     TSM1,951+1,951$203
BANCO SANTANDER S.A. 10,125 +10,125 $42
     SAN10,125+10,125$42
LLOYDS BANKING GROUP PLC 11,115 +11,115 $27
     LYG11,115+11,115$27
ISHARES INC $0 (exited)
     IEMG0-21,334$0
QUALCOMM INC $0 (exited)
     QCOM0-1,804$0
TEXAS PACIFIC LAND CORPORATI $0 (exited)
     TPL0-119$0
EXXON MOBIL CORP 0 -2,373 $0 (exited)
     XOM0-2,373$0

See Summary: Riversedge Advisors LLC Top Holdings
See Details: Top 10 Stocks Held By Riversedge Advisors LLC

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