Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Jul 9, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 126
- +8 vs. Q1 2025
- Portfolio value
- $511.3M
- +$62.9M (+14.0%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABEVAmbev S.A. | SPONSORED ADR | 20,950 | $50.5K | <0.1% | +1,556+8.0% | Added | History |
| BBDBank Bradesco | SP ADR PFD NEW | 27,901 | $86.2K | <0.1% | +3,317+13.5% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 16,962 | $94.3K | <0.1% | −1,285−7.0% | Reduced | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 25,680 | $109.1K | <0.1% | +2,433+10.5% | Added | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 979 | $200.3K | <0.1% | +979 | New | – |
| GPCGenuine Parts Co | Stock | 1,688 | $204.8K | <0.1% | 00.0% | Unchanged | History |
| TMToyota Motor Corp | ADS | 1,208 | $208.1K | <0.1% | −57−4.5% | Reduced | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 741 | $210.7K | <0.1% | +741 | New | – |
| SANBanco Santander, S.A. | ADR | 25,499 | $211.6K | <0.1% | +3,556+16.2% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 257 | $212.8K | <0.1% | +257 | New | History |
| TDToronto Dominion Bank | Stock | 2,994 | $219.9K | <0.1% | +2,994 | New | History |
| NOWServiceNow, Inc. | Stock | 214 | $220.0K | <0.1% | +214 | New | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 16,073 | $220.5K | <0.1% | +1,832+12.9% | Added | History |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 7,616 | $222.5K | <0.1% | +7,616 | New | – |
| ADBEAdobe Inc. | Stock | 578 | $223.6K | <0.1% | +39+7.2% | Added | History |
| LLYEli Lilly & Co | Stock | 293 | $228.4K | <0.1% | −82−21.9% | Reduced | History |
| LINLinde PLC | Stock | 488 | $229.0K | <0.1% | +5+1.0% | Added | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 3,925 | $230.0K | <0.1% | +3,925 | New | History |
| BMYBristol Myers Squibb Co | Stock | 5,066 | $234.5K | <0.1% | −369−6.8% | Reduced | History |
| TRVTravelers Companies, Inc. | Stock | 884 | $236.4K | <0.1% | +884 | New | History |
| PMPhilip Morris International Inc. | Stock | 1,327 | $241.6K | <0.1% | +1,327 | New | History |
| IBNIcici Bank Ltd | ADR | 7,309 | $245.9K | <0.1% | +7,309 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 884 | $247.4K | <0.1% | +884 | New | – |
| ORLYO Reilly Automotive Inc | Stock | 2,797 | $252.1K | <0.1% | 00.0% | UnchangedConverted for a 15-for-1 split | History |
| DVNDevon Energy Corp | Stock | 7,962 | $253.3K | <0.1% | −2,666−25.1% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 365 | $258.1K | 0.1% | +365 | New | History |
| BXBlackstone Inc. | COM | 1,741 | $260.4K | 0.1% | +302+21.0% | Added | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,058 | $261.1K | 0.1% | +378+22.5% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 433 | $267.3K | 0.1% | −91−17.4% | Reduced | History |
| XOMExxonMobil Holdings Corp | COM | 2,508 | $270.4K | 0.1% | −1,098−30.4% | Reduced | History |
| ULUnilever PLC | SPON ADR NEW | 4,426 | $270.8K | 0.1% | +4,426 | New | History |
| ORCLOracle Corp | Stock | 1,241 | $271.3K | 0.1% | −205−14.2% | Reduced | History |
| SYFSynchrony Financial | COM | 4,163 | $277.8K | 0.1% | +4,163 | New | History |
| SHELShell plc | ADR | 3,976 | $279.9K | 0.1% | −735−15.6% | Reduced | History |
| SONYSony Group Corp | SPONSORED ADR | 10,835 | $282.0K | 0.1% | +1,514+16.2% | Added | History |
| ETNEaton Corp plc | Stock | 792 | $282.7K | 0.1% | −54−6.4% | Reduced | History |
| RYRoyal Bank of Canada | Stock | 2,153 | $283.2K | 0.1% | +299+16.1% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,057 | $283.5K | 0.1% | −445−9.9% | Reduced | History |
| INTUIntuit Inc. | Stock | 362 | $285.3K | 0.1% | +362 | New | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $288.3K | 0.1% | −180−5.3% | Reduced | – |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,775 | $294.6K | 0.1% | −1,472−13.1% | Reduced | – |
| KOCoca Cola Co | Stock | 4,262 | $301.5K | 0.1% | −42−1.0% | Reduced | History |
| CEGConstellation Energy Corp | Stock | 935 | $301.6K | 0.1% | +935 | New | History |
| MARMarriott International Inc | Stock | 1,109 | $303.0K | 0.1% | +29+2.7% | Added | History |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $307.3K | 0.1% | 00.0% | Unchanged | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,128 | $307.8K | 0.1% | +1,096+27.2% | Added | – |
| ADPAutomatic Data Processing Inc | Stock | 1,033 | $318.6K | 0.1% | +29+2.9% | Added | History |
| NVSNovartis AG | ADR | 2,773 | $335.6K | 0.1% | +406+17.2% | Added | History |
| ASMLASML Holding NV | ADR | 420 | $336.6K | 0.1% | −114−21.3% | Reduced | History |
| CCitigroup Inc | Stock | 3,958 | $336.9K | 0.1% | +596+17.7% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 838 | $355.9K | 0.1% | −1−0.1% | Reduced | – |
| COFCapital One Financial Corp | Stock | 1,722 | $366.4K | 0.1% | +1,722 | New | History |
| TAT&T Inc. | Stock | 12,681 | $367.0K | 0.1% | +757+6.3% | Added | History |
| MAMastercard Inc | Stock | 656 | $368.9K | 0.1% | −22−3.2% | Reduced | History |
| TPLTexas Pacific Land Corp | Stock | 357 | $376.8K | 0.1% | −13−3.5% | Reduced | History |
| LECOLincoln Electric Holdings Inc | COM | 1,850 | $383.5K | 0.1% | 00.0% | Unchanged | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 6,383 | $388.0K | 0.1% | +259+4.2% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 3,636 | $412.4K | 0.1% | +10+0.3% | Added | History |
| SAPSAP SE | ADR | 1,410 | $428.8K | 0.1% | −22−1.5% | Reduced | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,074 | $433.2K | 0.1% | −9−0.2% | Reduced | – |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,718 | $464.8K | 0.1% | −2,127−18.0% | Reduced | – |
| ABTAbbott Laboratories | Stock | 3,654 | $497.0K | 0.1% | −3−0.1% | Reduced | History |
| Vanguard S&P 500 ETF922908363 | ETF | 879 | $499.2K | 0.1% | −3−0.3% | Reduced | – |
| BACBank of America Corp | Stock | 10,600 | $501.6K | 0.1% | +841+8.6% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 6,915 | $502.6K | 0.1% | 00.0% | Unchanged | – |
| ISRGIntuitive Surgical Inc | COM NEW | 932 | $506.5K | 0.1% | +65+7.5% | Added | History |
| HDHome Depot, Inc. | Stock | 1,425 | $522.5K | 0.1% | +218+18.1% | Added | History |
| CVXChevron Corp | Stock | 3,869 | $554.0K | 0.1% | −266−6.4% | Reduced | History |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 4,877 | $558.1K | 0.1% | +4,877 | New | – |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 11,365 | $574.0K | 0.1% | −1,390−10.9% | Reduced | – |
| NFLXNetflix Inc | Stock | 435 | $582.5K | 0.1% | +53+13.9% | Added | History |
| VVisa Inc. | Stock | 1,731 | $614.6K | 0.1% | +3+0.2% | Added | History |
| MCDMcDonalds Corp | Stock | 2,139 | $625.0K | 0.1% | +101+5.0% | Added | History |
| JNJJohnson & Johnson | Stock | 4,278 | $653.5K | 0.1% | +34+0.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 3,773 | $700.3K | 0.1% | +96+2.6% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 2,444 | $742.8K | 0.1% | −78−3.1% | Reduced | – |
| TSLATesla, Inc. | Stock | 2,602 | $826.6K | 0.2% | +1,450+125.9% | Added | History |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 4,936 | $861.8K | 0.2% | −1,073−17.9% | Reduced | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $911.1K | 0.2% | 00.0% | Unchanged | – |
| JPMJPMorgan Chase & Co | Stock | 3,150 | $913.2K | 0.2% | +239+8.2% | Added | History |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,257 | $964.2K | 0.2% | +1,149+37.0% | Added | History |
| COSTCostco Wholesale Corp | Stock | 1,015 | $1.00M | 0.2% | +9+0.9% | Added | History |
| MCOMoodys Corp | Stock | 2,016 | $1.01M | 0.2% | +37+1.9% | Added | History |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,617 | $1.03M | 0.2% | +108+3.1% | Added | – |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 42,366 | $1.05M | 0.2% | −56,664−57.2% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 4,029 | $1.11M | 0.2% | +867+27.4% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,310 | $1.12M | 0.2% | −47−2.0% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 6,924 | $1.23M | 0.2% | +1,053+17.9% | Added | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 26,657 | $1.34M | 0.3% | −8,281−23.7% | Reduced | – |
| Vanguard Information Technology ETF92204A702 | ETF | 2,068 | $1.37M | 0.3% | −45−2.1% | Reduced | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,174 | $1.45M | 0.3% | +420+3.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 1,997 | $1.47M | 0.3% | +337+20.3% | Added | History |
| iShares Tr464288414 | NATIONAL MUN ETF | 16,488 | $1.72M | 0.3% | −1,527−8.5% | Reduced | – |
| GOOGLAlphabet Inc. | Stock | 10,012 | $1.76M | 0.3% | +1,120+12.6% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 10,196 | $1.99M | 0.4% | −2,508−19.7% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 9,529 | $2.09M | 0.4% | +2,745+40.5% | Added | History |
| iShares Core S&P 500 ETF464287200 | ETF | 3,485 | $2.16M | 0.4% | +291+9.1% | Added | – |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 81,306 | $2.25M | 0.4% | +2,769+3.5% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 74,352 | $2.79M | 0.5% | +23,840+47.2% | Added | – |
| IBITiShares Bitcoin Trust ETF | ETF | 45,769 | $2.80M | 0.5% | −16,752−26.8% | Reduced | History |
Sold out since Q1 2025 (10)
Positions held at the end of Q1 2025 that are gone from this filing.
| Security | Class | Shares in Q1 2025 | Value in Q1 2025 | % of portfolio in Q1 2025 | History |
|---|---|---|---|---|---|
| iShares Inc46434G764 | MSCI EMRG CHN | 86,839 | $4.78M | 1.1% | – |
| Victory Portfolios II92647X822 | VICT SMA CAP ETF | 110,540 | $2.71M | 0.6% | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 24,582 | $1.23M | 0.3% | – |
| Dimensional ETF Trust25434V807 | INTERNATNAL VAL | 23,393 | $920.7K | 0.2% | – |
| Harbor ETF Trust41151J885 | INTERNATNAL COMP | 29,510 | $783.0K | 0.2% | – |
| UNHUnitedHealth Group Inc | Stock | 558 | $292.4K | 0.1% | History |
| COPConocoPhillips | Stock | 2,657 | $279.0K | 0.1% | History |
| NVONovo Nordisk A S | ADR | 3,703 | $257.1K | 0.1% | History |
| CRMSalesforce, Inc. | Stock | 814 | $218.4K | <0.1% | History |
| VALEVale S.A. | SPONSORED ADS | 10,557 | $105.4K | <0.1% | History |