Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Oct 9, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 198
- +72 vs. Q2 2025
- Portfolio value
- $596.7M
- +$85.4M (+16.7%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABEVAmbev S.A. | SPONSORED ADR | 17,794 | $39.7K | <0.1% | −3,156−15.1% | Reduced | History |
| BBDBank Bradesco | SP ADR PFD NEW | 29,374 | $99.3K | <0.1% | +1,473+5.3% | Added | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 27,813 | $126.3K | <0.1% | +2,133+8.3% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 19,872 | $133.1K | <0.1% | +2,910+17.2% | Added | History |
| ADTADT Inc. | COM | 20,439 | $178.0K | <0.1% | +20,439 | New | History |
| KMIKinder Morgan, Inc. | Stock | 7,092 | $200.8K | <0.1% | +7,092 | New | History |
| BBYBest Buy Co Inc | Stock | 2,676 | $202.4K | <0.1% | +2,676 | New | History |
| EXRExtra Space Storage Inc. | COM | 1,447 | $203.9K | <0.1% | +1,447 | New | History |
| GMGeneral Motors Co | COM | 3,346 | $204.0K | <0.1% | +3,346 | New | History |
| iShares Tr464287150 | CORE S&P TTL STK | 1,431 | $208.4K | <0.1% | +1,431 | New | – |
| MOHMolina Healthcare, Inc. | COM | 1,101 | $210.7K | <0.1% | +1,101 | New | History |
| PSXPhillips 66 | Stock | 1,553 | $211.3K | <0.1% | +1,553 | New | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 10,977 | $211.3K | <0.1% | +10,977 | New | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 6,218 | $212.4K | <0.1% | +6,218 | New | History |
| WFCWells Fargo & Company | Stock | 2,545 | $213.3K | <0.1% | +2,545 | New | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,065 | $214.6K | <0.1% | +1,065 | New | History |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 471 | $214.8K | <0.1% | +471 | New | History |
| QCOMQualcomm Inc | Stock | 1,293 | $215.1K | <0.1% | +1,293 | New | History |
| UBSUBS Group AG | Stock | 5,252 | $215.3K | <0.1% | +5,252 | New | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 734 | $215.6K | <0.1% | −7−0.9% | Reduced | – |
| FIXComfort Systems USA Inc | COM | 262 | $216.2K | <0.1% | +262 | New | History |
| VEEVVeeva Systems Inc | Stock | 730 | $217.5K | <0.1% | +730 | New | History |
| MEDPMedpace Holdings, Inc. | COM | 426 | $219.0K | <0.1% | +426 | New | History |
| TJXTJX Companies Inc | Stock | 1,525 | $220.4K | <0.1% | +1,525 | New | History |
| FTITechnipFMC plc | COM | 5,589 | $220.5K | <0.1% | +5,589 | New | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 2,357 | $221.1K | <0.1% | +2,357 | New | History |
| IBNIcici Bank Ltd | ADR | 7,313 | $221.1K | <0.1% | +4+0.1% | Added | History |
| VZVerizon Communications Inc | Stock | 5,104 | $224.3K | <0.1% | +5,104 | New | History |
| ZSZscaler, Inc. | Stock | 750 | $224.7K | <0.1% | +750 | New | History |
| DHIHorton D R Inc | COM | 1,337 | $226.6K | <0.1% | +1,337 | New | History |
| VLOValero Energy Corp | Stock | 1,336 | $227.4K | <0.1% | +1,336 | New | History |
| BLKBlackRock, Inc. | Stock | 196 | $228.2K | <0.1% | +196 | New | History |
| EBAYeBay Inc | COM | 2,566 | $233.4K | <0.1% | +2,566 | New | History |
| GPCGenuine Parts Co | Stock | 1,688 | $234.0K | <0.1% | 00.0% | Unchanged | History |
| NTRSNorthern Trust Corp | COM | 1,741 | $234.3K | <0.1% | +1,741 | New | History |
| EGEverest Group, Ltd. | COM | 677 | $237.1K | <0.1% | +677 | New | History |
| BKNGBooking Holdings Inc. | Stock | 44 | $237.6K | <0.1% | +44 | New | History |
| TPRTapestry, Inc. | COM | 2,105 | $238.3K | <0.1% | +2,105 | New | History |
| NEMNEWMONT Corp | Stock | 2,853 | $240.5K | <0.1% | +2,853 | New | History |
| ABNBAirbnb, Inc. | Stock | 1,990 | $241.6K | <0.1% | +1,990 | New | History |
| CRMSalesforce, Inc. | Stock | 1,022 | $242.2K | <0.1% | +1,022 | New | History |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 3,810 | $246.5K | <0.1% | +3,810 | New | – |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,500 | $247.6K | <0.1% | +2,500 | New | – |
| VRSNVerisign Inc | COM | 887 | $248.0K | <0.1% | +887 | New | History |
| PHMPultegroup Inc | COM | 1,883 | $248.8K | <0.1% | +1,883 | New | History |
| FOXAFox Corp | CL A COM | 3,953 | $249.3K | <0.1% | +3,953 | New | History |
| ANETArista Networks, Inc. | Stock | 1,739 | $253.4K | <0.1% | +1,739 | New | History |
| NOWServiceNow, Inc. | Stock | 276 | $254.0K | <0.1% | +62+29.0% | Added | History |
| PCGPG&E Corp | Stock | 16,874 | $254.5K | <0.1% | +16,874 | New | History |
| FDXFedEx Corp | Stock | 1,089 | $256.9K | <0.1% | +1,089 | New | History |
| PANWPalo Alto Networks Inc | Stock | 1,282 | $261.0K | <0.1% | +1,282 | New | History |
| AZOAutoZone Inc | COM | 61 | $261.7K | <0.1% | +61 | New | History |
| BNYBank of New York Mellon Corp | Stock | 2,410 | $262.6K | <0.1% | +2,410 | New | History |
| SCHWSchwab Charles Corp | Stock | 2,758 | $263.3K | <0.1% | +2,758 | New | History |
| UALUnited Airlines Holdings, Inc. | COM | 2,762 | $266.5K | <0.1% | +2,762 | New | History |
| UIUbiquiti Inc. | COM | 404 | $266.9K | <0.1% | +404 | New | History |
| LYFTLyft, Inc. | CL A COM | 12,127 | $266.9K | <0.1% | +12,127 | New | History |
| TDToronto Dominion Bank | Stock | 3,350 | $267.8K | <0.1% | +356+11.9% | Added | History |
| INTUIntuit Inc. | Stock | 394 | $269.2K | <0.1% | +32+8.8% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 557 | $273.1K | <0.1% | +557 | New | History |
| ULUnilever PLC | SPON ADR NEW | 4,660 | $276.2K | <0.1% | +234+5.3% | Added | History |
| TMToyota Motor Corp | ADS | 1,450 | $277.1K | <0.1% | +242+20.0% | Added | History |
| KOCoca Cola Co | Stock | 4,204 | $278.8K | <0.1% | −58−1.4% | Reduced | History |
| OTISOtis Worldwide Corp | Stock | 3,062 | $279.9K | <0.1% | +3,062 | New | History |
| UBERUber Technologies, Inc | Stock | 2,889 | $283.0K | <0.1% | +2,889 | New | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 434 | $289.0K | <0.1% | +1+0.2% | Added | History |
| LRCXLam Research Corp | Stock | 2,162 | $289.5K | <0.1% | +2,162 | New | History |
| AMEAmetek Inc | COM | 1,546 | $290.6K | <0.1% | +1,546 | New | History |
| MARMarriott International Inc | Stock | 1,116 | $290.7K | <0.1% | +7+0.6% | Added | History |
| HCAHCA Healthcare, Inc. | COM | 685 | $291.9K | <0.1% | +685 | New | History |
| CBChubb Ltd | Stock | 1,044 | $294.7K | <0.1% | +1,044 | New | History |
| SANBanco Santander, S.A. | ADR | 28,439 | $298.0K | <0.1% | +2,940+11.5% | Added | History |
| SNOWSnowflake Inc. | Stock | 1,325 | $298.9K | 0.1% | +1,325 | New | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 18,798 | $299.6K | 0.1% | +2,725+17.0% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $301.1K | 0.1% | 00.0% | Unchanged | – |
| GEVGE Vernova Inc. | Stock | 493 | $303.1K | 0.1% | +493 | New | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,307 | $307.7K | 0.1% | +249+12.1% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,050 | $308.2K | 0.1% | +17+1.6% | Added | History |
| CEGConstellation Energy Corp | Stock | 949 | $312.1K | 0.1% | +14+1.5% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,423 | $314.4K | 0.1% | −352−3.6% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,494 | $322.5K | 0.1% | +515+52.6% | Added | – |
| BXBlackstone Inc. | COM | 1,894 | $323.5K | 0.1% | +153+8.8% | Added | History |
| SHELShell plc | ADR | 4,560 | $326.2K | 0.1% | +584+14.7% | Added | History |
| MLIMueller Industries Inc | COM | 3,242 | $327.8K | 0.1% | +3,242 | New | History |
| HURNHuron Consulting Group Inc. | Stock | 2,234 | $327.9K | 0.1% | 00.0% | Unchanged | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 5,282 | $328.6K | 0.1% | +1,357+34.6% | Added | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,660 | $333.5K | 0.1% | +1,660 | New | History |
| MUMicron Technology Inc | Stock | 2,002 | $335.0K | 0.1% | +2,002 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 1,142 | $335.5K | 0.1% | +258+29.2% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,107 | $336.7K | 0.1% | −21−0.4% | Reduced | – |
| APHAmphenol Corp | CL A | 2,741 | $339.2K | 0.1% | +2,741 | New | History |
| SONYSony Group Corp | SPONSORED ADR | 11,887 | $342.2K | 0.1% | +1,052+9.7% | Added | History |
| ETNEaton Corp plc | Stock | 915 | $342.4K | 0.1% | +123+15.5% | Added | History |
| GDGeneral Dynamics Corp | Stock | 1,027 | $350.4K | 0.1% | +1,027 | New | History |
| PEPPepsiCo Inc | Stock | 2,497 | $350.7K | 0.1% | +2,497 | New | History |
| TPLTexas Pacific Land Corp | Stock | 386 | $360.1K | 0.1% | +29+8.1% | Added | History |
| LLYEli Lilly & Co | Stock | 472 | $360.1K | 0.1% | +179+61.1% | Added | History |
| PMPhilip Morris International Inc. | Stock | 2,221 | $360.2K | 0.1% | +894+67.4% | Added | History |
| RYRoyal Bank of Canada | Stock | 2,481 | $365.5K | 0.1% | +328+15.2% | Added | History |
| LINLinde PLC | Stock | 772 | $366.7K | 0.1% | +284+58.2% | Added | History |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.