Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 15, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 99
- −1 vs. Q3 2024
- Portfolio value
- $442.3M
- +$1.40M (+0.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 1,827,314 | $42.4M | 9.6% | −11,629−0.6% | ReducedConverted for a 3-for-1 split | – |
| Victory Portfolios II92647N527 | CORE BD ETF | 695,989 | $32.0M | 7.2% | +30,603+4.6% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 362,947 | $31.9M | 7.2% | −4,727−1.3% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 544,149 | $27.8M | 6.3% | +3,671+0.7% | Added | – |
| AAPLApple Inc. | Stock | 92,823 | $23.2M | 5.3% | +568+0.6% | Added | History |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 318,443 | $22.4M | 5.1% | −2,417−0.8% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 126,513 | $22.2M | 5.0% | +1,087+0.9% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 1,130,027 | $20.9M | 4.7% | +15,333+1.4% | AddedConverted for a 2-for-1 split | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 519,429 | $18.4M | 4.2% | +4,128+0.8% | Added | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 645,618 | $16.7M | 3.8% | −5,150−0.8% | ReducedConverted for a 2-for-1 split | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 628,285 | $16.2M | 3.7% | −2,387−0.4% | Reduced | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 260,862 | $14.5M | 3.3% | −448−0.2% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 286,398 | $13.7M | 3.1% | +3,932+1.4% | Added | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 287,661 | $12.7M | 2.9% | +2,527+0.9% | Added | – |
| Victory Portfolios II92647X822 | VICT SMA CAP ETF | 402,971 | $10.7M | 2.4% | +6,250+1.6% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 22,003 | $9.03M | 2.0% | −101−0.5% | Reduced | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 146,599 | $7.35M | 1.7% | −1,573−1.1% | Reduced | – |
| iShares Tr46435U853 | BROAD USD HIGH | 193,424 | $7.12M | 1.6% | +16,176+9.1% | Added | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 72,516 | $6.77M | 1.5% | −126−0.2% | Reduced | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 129,301 | $6.48M | 1.5% | +2,313+1.8% | Added | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 25,338 | $5.32M | 1.2% | −83−0.3% | Reduced | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 30,945 | $5.24M | 1.2% | +125+0.4% | Added | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 115,481 | $4.43M | 1.0% | +1,238+1.1% | Added | – |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 15,697 | $4.40M | 1.0% | +1,039+7.1% | Added | – |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 65,668 | $3.41M | 0.8% | +3,001+4.8% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 130,596 | $3.40M | 0.8% | +58,218+80.4% | AddedConverted for a 3-for-1 split | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 129,527 | $3.31M | 0.7% | −85−0.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 23,986 | $3.22M | 0.7% | +407+1.7% | Added | History |
| MSFTMicrosoft Corp | Stock | 7,402 | $3.12M | 0.7% | +552+8.1% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 14,231 | $2.82M | 0.6% | +1,439+11.2% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 22,618 | $2.41M | 0.5% | +821+3.8% | Added | – |
| iShares Core S&P 500 ETF464287200 | ETF | 2,953 | $1.74M | 0.4% | −8−0.3% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 59,544 | $1.66M | 0.4% | +59,544 | New | – |
| GOOGLAlphabet Inc. | Stock | 8,631 | $1.63M | 0.4% | +213+2.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 7,095 | $1.56M | 0.4% | +1,081+18.0% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 19,086 | $1.44M | 0.3% | +50+0.3% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,110 | $1.31M | 0.3% | +12+0.6% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 12,740 | $1.29M | 0.3% | +15+0.1% | Added | – |
| GOOGAlphabet Inc. | Stock | 5,697 | $1.08M | 0.2% | +370+6.9% | Added | History |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 6,392 | $1.06M | 0.2% | −171−2.6% | Reduced | – |
| iShares Tr46435G326 | CORE MSCI INTL | 15,701 | $1.01M | 0.2% | +15,701 | New | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,400 | $978.7K | 0.2% | +12+0.4% | Added | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,099 | $951.4K | 0.2% | +54+2.6% | Added | History |
| MCOMoodys Corp | Stock | 1,951 | $923.5K | 0.2% | +17+0.9% | Added | History |
| METAMeta Platforms, Inc. | Stock | 1,460 | $854.8K | 0.2% | +98+7.2% | Added | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $840.9K | 0.2% | 00.0% | Unchanged | – |
| COSTCostco Wholesale Corp | Stock | 917 | $840.3K | 0.2% | +47+5.4% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 11,508 | $827.6K | 0.2% | +11,508 | New | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,530 | $733.1K | 0.2% | +6+0.2% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 3,500 | $691.2K | 0.2% | +650+22.8% | Added | History |
| CRMSalesforce, Inc. | Stock | 2,024 | $676.7K | 0.2% | +104+5.4% | Added | History |
| ABBVAbbVie Inc. | Stock | 3,639 | $646.6K | 0.1% | +84+2.4% | Added | History |
| AVGOBroadcom Inc. | Stock | 2,784 | $645.4K | 0.1% | +232+9.1% | Added | History |
| JNJJohnson & Johnson | Stock | 4,433 | $641.2K | 0.1% | −19−0.4% | Reduced | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,008 | $627.1K | 0.1% | +8,015+200.7% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 2,585 | $619.8K | 0.1% | +183+7.6% | Added | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 11,895 | $563.7K | 0.1% | −431−3.5% | Reduced | – |
| CVXChevron Corp | Stock | 3,850 | $557.6K | 0.1% | +132+3.6% | Added | History |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 13,103 | $547.9K | 0.1% | −14−0.1% | Reduced | – |
| MCDMcDonalds Corp | Stock | 1,773 | $513.8K | 0.1% | +87+5.2% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,837 | $510.2K | 0.1% | +848+21.3% | Added | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,915 | $476.7K | 0.1% | +6,915 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 879 | $473.9K | 0.1% | +4+0.5% | Added | – |
| ISRGIntuitive Surgical Inc | COM NEW | 849 | $443.1K | 0.1% | +41+5.1% | Added | History |
| HDHome Depot, Inc. | Stock | 1,119 | $435.3K | 0.1% | +119+11.9% | Added | History |
| BACBank of America Corp | Stock | 9,866 | $433.6K | 0.1% | +438+4.6% | Added | History |
| VVisa Inc. | Stock | 1,362 | $430.4K | 0.1% | +172+14.5% | Added | History |
| TSLATesla, Inc. | Stock | 1,051 | $424.4K | 0.1% | +259+32.7% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 362 | $400.1K | 0.1% | +6+1.7% | Added | History |
| ABTAbbott Laboratories | Stock | 3,453 | $390.6K | 0.1% | +127+3.8% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 1,293 | $348.8K | 0.1% | +5+0.4% | Added | – |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $346.8K | 0.1% | 00.0% | Unchanged | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 842 | $338.3K | 0.1% | −6−0.7% | Reduced | – |
| NVONovo Nordisk A S | ADR | 3,768 | $324.1K | 0.1% | +245+7.0% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 5,632 | $318.5K | 0.1% | +583+11.5% | Added | History |
| MARMarriott International Inc | Stock | 1,080 | $301.3K | 0.1% | +33+3.2% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 11,221 | $298.8K | 0.1% | −468−4.0% | Reduced | – |
| SAPSAP SE | ADR | 1,145 | $281.9K | 0.1% | +201+21.3% | Added | History |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $277.6K | 0.1% | 00.0% | Unchanged | History |
| DVNDevon Energy Corp | Stock | 8,330 | $272.6K | 0.1% | +994+13.5% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 916 | $268.2K | 0.1% | +37+4.2% | Added | History |
| KOCoca Cola Co | Stock | 4,247 | $264.4K | 0.1% | −305−6.7% | Reduced | History |
| ETNEaton Corp plc | Stock | 784 | $260.2K | 0.1% | −48−5.8% | Reduced | History |
| NFLXNetflix Inc | Stock | 289 | $257.6K | 0.1% | +4+1.4% | Added | History |
| ASMLASML Holding NV | ADR | 369 | $255.7K | 0.1% | +76+25.9% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 433 | $253.8K | 0.1% | +1+0.2% | Added | History |
| BXBlackstone Inc. | COM | 1,429 | $246.3K | 0.1% | +47+3.4% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $243.9K | 0.1% | 00.0% | Unchanged | – |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 4,742 | $234.5K | 0.1% | +4,742 | New | History |
| BABAAlibaba Group Holding Ltd | ADR | 2,664 | $225.9K | 0.1% | +774+41.0% | Added | History |
| SHELShell plc | ADR | 3,602 | $225.7K | 0.1% | +559+18.4% | Added | History |
| RYRoyal Bank of Canada | Stock | 1,848 | $222.7K | 0.1% | +1,848 | New | History |
| ORLYO Reilly Automotive Inc | Stock | 174 | $206.3K | <0.1% | +174 | New | History |
| XOMExxonMobil Holdings Corp | COM | 1,916 | $206.1K | <0.1% | +190+11.0% | Added | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 12,065 | $141.4K | <0.1% | +12,065 | New | History |
| SANBanco Santander, S.A. | ADR | 17,220 | $78.5K | <0.1% | +2,148+14.3% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 15,078 | $73.7K | <0.1% | +4,747+45.9% | Added | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 20,078 | $54.6K | <0.1% | +2,834+16.4% | Added | History |
| LOANManhattan Bridge Capital, Inc | REIT | 13,231 | $13.2K | <0.1% | 00.0% | Unchanged | History |
Options (1)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
| Security | Class | Puts | Calls |
|---|---|---|---|
| AAPLApple Inc. | Stock | $45.8K | – |
Sold out since Q3 2024 (9)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| DBX ETF Tr233051432 | XTRACK USD HIGH | 7,009 | $258.8K | 0.1% | – |
| MRKMerck & Co., Inc. | Stock | 2,077 | $235.9K | 0.1% | History |
| GPCGenuine Parts Co | Stock | 1,688 | $235.8K | 0.1% | History |
| UNHUnitedHealth Group Inc | Stock | 387 | $226.4K | 0.1% | History |
| LLYEli Lilly & Co | Stock | 235 | $208.2K | <0.1% | History |
| ADBEAdobe Inc. | Stock | 393 | $203.5K | <0.1% | History |
| BLDRBuilders FirstSource, Inc. | Stock | 1,044 | $202.4K | <0.1% | History |
| BBDBank Bradesco | SP ADR PFD NEW | 13,810 | $36.7K | <0.1% | History |
| ABEVAmbev S.A. | SPONSORED ADR | 12,675 | $30.9K | <0.1% | History |