Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Jul 26, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 92
- +4 vs. Q1 2024
- Portfolio value
- $410.1M
- +$4.41M (+1.1%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 632,641 | $40.6M | 9.9% | −61,457−8.9% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 369,309 | $29.6M | 7.2% | −5,952−1.6% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 371,148 | $27.0M | 6.6% | −367,963−49.8% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 534,521 | $26.1M | 6.4% | −3,128−0.6% | Reduced | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 543,277 | $25.0M | 6.1% | −82,072−13.1% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 564,040 | $21.7M | 5.3% | −6,652−1.2% | Reduced | – |
| AAPLApple Inc. | Stock | 91,862 | $19.3M | 4.7% | +510+0.6% | Added | History |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 117,543 | $19.3M | 4.7% | +12,647+12.1% | Added | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 432,417 | $15.5M | 3.8% | +432,417 | New | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 257,489 | $15.2M | 3.7% | +7,964+3.2% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 320,057 | $15.2M | 3.7% | −6,829−2.1% | Reduced | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 522,505 | $14.5M | 3.5% | +522,505 | New | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 282,859 | $14.0M | 3.4% | −34,515−10.9% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 280,609 | $12.3M | 3.0% | +25,172+9.9% | Added | – |
| Pacer US Small Cap Cash Cows ETF69374H857 | ETF | 228,847 | $9.97M | 2.4% | +13,304+6.2% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,090 | $8.26M | 2.0% | −41−0.2% | Reduced | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 149,299 | $7.65M | 1.9% | +67,537+82.6% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 152,377 | $7.64M | 1.9% | −13,596−8.2% | Reduced | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 75,136 | $6.29M | 1.5% | −2,019−2.6% | Reduced | – |
| iShares Tr46435U853 | BROAD USD HIGH | 165,991 | $6.02M | 1.5% | +8,444+5.4% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 25,622 | $4.90M | 1.2% | −1,311−4.9% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,514 | $4.89M | 1.2% | −2,498−7.6% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 115,541 | $4.35M | 1.1% | −5,152−4.3% | Reduced | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 76,298 | $3.84M | 0.9% | +6,339+9.1% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 14,570 | $3.64M | 0.9% | +332+2.3% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 129,600 | $3.30M | 0.8% | −5,996−4.4% | Reduced | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 60,489 | $3.12M | 0.8% | −404−0.7% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 6,968 | $3.11M | 0.8% | +319+4.8% | Added | History |
| NVDANVIDIA Corp | Stock | 23,705 | $2.93M | 0.7% | +145+0.6% | AddedConverted for a 10-for-1 split | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 21,457 | $2.29M | 0.6% | −1,423−6.2% | Reduced | – |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 12,359 | $2.26M | 0.6% | +352+2.9% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 23,855 | $1.77M | 0.4% | −25−0.1% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,956 | $1.62M | 0.4% | −37−1.2% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 8,438 | $1.54M | 0.4% | +495+6.2% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,168 | $1.25M | 0.3% | +4+0.2% | Added | – |
| AMZNAmazon Com Inc | Stock | 6,170 | $1.19M | 0.3% | +262+4.4% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,715 | $1.18M | 0.3% | −2,372−15.7% | Reduced | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 6,594 | $1.01M | 0.2% | −507−7.1% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 5,318 | $975.3K | 0.2% | +470+9.7% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,382 | $888.0K | 0.2% | −55−1.6% | Reduced | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,028 | $825.2K | 0.2% | +148+7.9% | Added | History |
| MCOMoodys Corp | Stock | 1,926 | $810.7K | 0.2% | −8−0.4% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 858 | $729.4K | 0.2% | +13+1.5% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $715.2K | 0.2% | 00.0% | Unchanged | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,519 | $673.9K | 0.2% | +594+30.9% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,287 | $648.9K | 0.2% | +44+3.5% | Added | History |
| JNJJohnson & Johnson | Stock | 4,346 | $635.3K | 0.2% | −125−2.8% | Reduced | History |
| ABBVAbbVie Inc. | Stock | 3,470 | $595.2K | 0.1% | −9−0.3% | Reduced | History |
| CVXChevron Corp | Stock | 3,712 | $580.6K | 0.1% | +34+0.9% | Added | History |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 13,558 | $570.0K | 0.1% | −1,708−11.2% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,359 | $536.0K | 0.1% | −1,670−12.8% | Reduced | – |
| NVONovo Nordisk A S | ADR | 3,556 | $507.6K | 0.1% | +383+12.1% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 2,817 | $489.6K | 0.1% | +350+14.2% | Added | History |
| CRMSalesforce, Inc. | Stock | 1,798 | $462.3K | 0.1% | −56−3.0% | Reduced | History |
| JPMJPMorgan Chase & Co | Stock | 2,196 | $444.1K | 0.1% | +144+7.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 874 | $437.2K | 0.1% | −27−3.0% | Reduced | – |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,060 | $424.5K | 0.1% | +225+5.9% | Added | – |
| MCDMcDonalds Corp | Stock | 1,653 | $421.4K | 0.1% | −347−17.3% | Reduced | History |
| AVGOBroadcom Inc. | Stock | 237 | $381.1K | 0.1% | +24+11.3% | Added | History |
| BACBank of America Corp | Stock | 9,469 | $376.6K | 0.1% | −272−2.8% | Reduced | History |
| ASMLASML Holding NV | ADR | 359 | $367.2K | 0.1% | +40+12.5% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 799 | $355.4K | 0.1% | +13+1.7% | Added | History |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $349.0K | 0.1% | 00.0% | Unchanged | History |
| ABTAbbott Laboratories | Stock | 3,304 | $343.3K | 0.1% | −144−4.2% | Reduced | History |
| DVNDevon Energy Corp | Stock | 7,083 | $335.7K | 0.1% | +254+3.7% | Added | History |
| VVisa Inc. | Stock | 1,247 | $327.2K | 0.1% | +62+5.2% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,285 | $320.7K | 0.1% | 00.0% | Unchanged | – |
| HDHome Depot, Inc. | Stock | 926 | $318.9K | 0.1% | −35−3.6% | Reduced | History |
| MRKMerck & Co., Inc. | Stock | 2,539 | $314.3K | 0.1% | −78−3.0% | Reduced | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 860 | $313.6K | 0.1% | 00.0% | Unchanged | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,369 | $302.0K | 0.1% | −118−1.0% | Reduced | – |
| KOCoca Cola Co | Stock | 4,634 | $295.0K | 0.1% | +149+3.3% | Added | History |
| QCOMQualcomm Inc | Stock | 1,424 | $283.7K | 0.1% | +92+6.9% | Added | History |
| ETNEaton Corp plc | Stock | 861 | $270.0K | 0.1% | +15+1.8% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 10,368 | $262.6K | 0.1% | +10,368 | New | History |
| TPLTexas Pacific Land Corp | Stock | 356 | $261.2K | 0.1% | 00.0% | Unchanged | History |
| MARMarriott International Inc | Stock | 1,054 | $254.9K | 0.1% | −3−0.3% | Reduced | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $252.6K | 0.1% | 00.0% | Unchanged | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 6,900 | $244.7K | 0.1% | +107+1.6% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 431 | $234.3K | 0.1% | +2+0.5% | Added | History |
| GPCGenuine Parts Co | Stock | 1,688 | $233.5K | 0.1% | 00.0% | Unchanged | History |
| LLYEli Lilly & Co | Stock | 248 | $224.5K | 0.1% | +248 | New | History |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $220.0K | 0.1% | 00.0% | Unchanged | History |
| SHELShell plc | ADR | 2,988 | $215.7K | 0.1% | +2,988 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 3,951 | $211.5K | 0.1% | +13+0.3% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 863 | $206.0K | 0.1% | −13−1.5% | Reduced | History |
| ADBEAdobe Inc. | Stock | 370 | $205.6K | 0.1% | −201−35.2% | Reduced | History |
| SANBanco Santander, S.A. | ADR | 13,493 | $62.5K | <0.1% | +1,397+11.5% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 10,839 | $45.8K | <0.1% | +10,839 | New | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 16,080 | $43.9K | <0.1% | +1,425+9.7% | Added | History |
| BBDBank Bradesco | SP ADR PFD NEW | 10,693 | $24.0K | <0.1% | +94+0.9% | Added | History |
| LOANManhattan Bridge Capital, Inc | REIT | 13,231 | $13.2K | <0.1% | +13,231 | New | History |
Sold out since Q1 2024 (3)
Positions held at the end of Q1 2024 that are gone from this filing.
| Security | Class | Shares in Q1 2024 | Value in Q1 2024 | % of portfolio in Q1 2024 | History |
|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 5,388 | $292.2K | 0.1% | History |
| BLDRBuilders FirstSource, Inc. | Stock | 1,044 | $217.7K | 0.1% | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 3,300 | $208.5K | 0.1% | History |