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 |
|---|---|---|---|---|---|---|---|
| BMYBristol Myers Squibb Co | Stock | 8,171 | $368.5K | 0.1% | +3,105+61.3% | Added | History |
| AZNAstraZeneca PLC | SPONSORED ADR | 4,880 | $374.4K | 0.1% | +823+20.3% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 472 | $375.6K | 0.1% | +107+29.3% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 804 | $376.7K | 0.1% | −34−4.1% | Reduced | – |
| INTCIntel Corp | Stock | 11,297 | $379.0K | 0.1% | +11,297 | New | History |
| SAPSAP SE | ADR | 1,431 | $382.4K | 0.1% | +21+1.5% | Added | History |
| RBLXRoblox Corp | Stock | 2,766 | $383.1K | 0.1% | +2,766 | New | History |
| TRVTravelers Companies, Inc. | Stock | 1,401 | $391.1K | 0.1% | +517+58.5% | Added | History |
| SYFSynchrony Financial | COM | 5,514 | $391.8K | 0.1% | +1,351+32.5% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 1,135 | $392.1K | 0.1% | +1,135 | New | History |
| ISRGIntuitive Surgical Inc | COM NEW | 884 | $395.4K | 0.1% | −48−5.2% | Reduced | History |
| ORLYO Reilly Automotive Inc | Stock | 3,676 | $396.3K | 0.1% | +879+31.4% | Added | History |
| NVSNovartis AG | ADR | 3,170 | $406.5K | 0.1% | +397+14.3% | Added | History |
| ASMLASML Holding NV | ADR | 423 | $409.5K | 0.1% | +3+0.7% | Added | History |
| TAT&T Inc. | Stock | 14,553 | $411.0K | 0.1% | +1,872+14.8% | Added | History |
| DVNDevon Energy Corp | Stock | 11,730 | $411.2K | 0.1% | +3,768+47.3% | Added | History |
| GEGeneral Electric Co | Stock | 1,376 | $414.0K | 0.1% | +1,376 | New | History |
| LECOLincoln Electric Holdings Inc | COM | 1,978 | $466.5K | 0.1% | +128+6.9% | Added | History |
| SPDR Series Trust78468R739 | ST NUVE TERM ETF | 9,782 | $471.7K | 0.1% | +64+0.7% | Added | – |
| EXPEExpedia Group, Inc. | Stock | 2,229 | $476.4K | 0.1% | +2,229 | New | History |
| ORCLOracle Corp | Stock | 1,705 | $479.5K | 0.1% | +464+37.4% | Added | History |
| iShares Tr464288158 | SHRT NAT MUN ETF | 4,492 | $479.7K | 0.1% | +418+10.3% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 4,279 | $482.5K | 0.1% | +1,771+70.6% | Added | History |
| MRKMerck & Co., Inc. | Stock | 5,839 | $490.1K | 0.1% | +5,839 | New | History |
| ABTAbbott Laboratories | Stock | 3,754 | $502.8K | 0.1% | +100+2.7% | Added | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 7,225 | $512.8K | 0.1% | +842+13.2% | Added | History |
| CCitigroup Inc | Stock | 5,133 | $521.0K | 0.1% | +1,175+29.7% | Added | History |
| ADBEAdobe Inc. | Stock | 1,492 | $526.3K | 0.1% | +914+158.1% | Added | History |
| WMTWalmart Inc. | Stock | 5,132 | $528.9K | 0.1% | +5,132 | New | History |
| PGProcter & Gamble Co | Stock | 3,567 | $548.0K | 0.1% | +3,567 | New | History |
| COFCapital One Financial Corp | Stock | 2,596 | $551.9K | 0.1% | +874+50.8% | Added | History |
| NFLXNetflix Inc | Stock | 461 | $552.7K | 0.1% | +26+6.0% | Added | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,317 | $573.2K | 0.1% | +402+5.8% | Added | – |
| MAMastercard Inc | Stock | 1,033 | $587.8K | 0.1% | +377+57.5% | Added | History |
| Victory Portfolios II92647N840 | VCSHS INTL VOLTY | 11,404 | $588.4K | 0.1% | +39+0.3% | Added | – |
| HDHome Depot, Inc. | Stock | 1,535 | $622.0K | 0.1% | +110+7.7% | Added | History |
| BACBank of America Corp | Stock | 12,445 | $642.1K | 0.1% | +1,845+17.4% | Added | History |
| MCDMcDonalds Corp | Stock | 2,320 | $705.1K | 0.1% | +181+8.5% | Added | History |
| CVXChevron Corp | Stock | 4,573 | $710.2K | 0.1% | +704+18.2% | Added | History |
| VVisa Inc. | Stock | 2,092 | $714.2K | 0.1% | +361+20.9% | Added | History |
| BABAAlibaba Group Holding Ltd | ADR | 4,000 | $714.9K | 0.1% | +364+10.0% | Added | History |
| Vanguard Star FDS921909768 | VG TL INTL STK F | 9,816 | $721.1K | 0.1% | +9,816 | New | – |
| SPDR Series Trust78468R804 | ST STR R1K LOWV | 4,082 | $727.3K | 0.1% | −854−17.3% | Reduced | – |
| Vanguard Admiral FDS Inc921932794 | SMLCP 600 GRTH | 6,600 | $803.6K | 0.1% | +1,723+35.3% | Added | – |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 17,398 | $937.2K | 0.2% | 00.0% | Unchanged | – |
| MCOMoodys Corp | Stock | 2,031 | $967.7K | 0.2% | +15+0.7% | Added | History |
| JNJJohnson & Johnson | Stock | 5,235 | $970.8K | 0.2% | +957+22.4% | Added | History |
| SPDR Series Trust78464A284 | ST NUVE HIGH ETF | 39,015 | $972.6K | 0.2% | −3,351−7.9% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 1,062 | $982.6K | 0.2% | +47+4.6% | Added | History |
| ABBVAbbVie Inc. | Stock | 4,529 | $1.05M | 0.2% | +756+20.0% | Added | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,298 | $1.08M | 0.2% | +854+34.9% | Added | – |
| iShares Russell 2000 Growth ETF464287648 | ETF | 3,555 | $1.14M | 0.2% | −62−1.7% | Reduced | – |
| Vanguard S&P 500 ETF922908363 | ETF | 1,910 | $1.17M | 0.2% | +1,031+117.3% | Added | – |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | ADR | 4,546 | $1.27M | 0.2% | +289+6.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 4,120 | $1.30M | 0.2% | +970+30.8% | Added | History |
| VanEck ETF Trust92189H409 | HIGH YLD MUNIETF | 26,313 | $1.34M | 0.2% | −344−1.3% | Reduced | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 36,250 | $1.42M | 0.2% | +36,250 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 2,826 | $1.42M | 0.2% | +516+22.3% | Added | History |
| Vanguard Information Technology ETF92204A702 | ETF | 2,029 | $1.51M | 0.3% | −39−1.9% | Reduced | – |
| TSLATesla, Inc. | Stock | 3,499 | $1.56M | 0.3% | +897+34.5% | Added | History |
| iShares S&P 500 Growth ETF464287309 | ETF | 13,143 | $1.59M | 0.3% | −31−0.2% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 15,932 | $1.70M | 0.3% | −556−3.4% | Reduced | – |
| AVGOBroadcom Inc. | Stock | 5,382 | $1.78M | 0.3% | +1,353+33.6% | Added | History |
| METAMeta Platforms, Inc. | Stock | 2,631 | $1.93M | 0.3% | +634+31.7% | Added | History |
| Vanguard Morningstar Small-Cap Value ETF922908611 | ETF | 9,721 | $2.03M | 0.3% | −475−4.7% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 8,741 | $2.13M | 0.4% | +1,817+26.2% | Added | History |
| Schwab U.S. Large-Cap Value ETF808524409 | ETF | 78,854 | $2.30M | 0.4% | −2,452−3.0% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 3,451 | $2.31M | 0.4% | −34−1.0% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 12,230 | $2.69M | 0.5% | +2,701+28.3% | Added | History |
| GOOGLAlphabet Inc. | Stock | 11,846 | $2.88M | 0.5% | +1,834+18.3% | Added | History |
| iShares Tr46435U853 | BROAD USD HIGH | 78,475 | $2.96M | 0.5% | +4,123+5.5% | Added | – |
| IBITiShares Bitcoin Trust ETF | ETF | 52,947 | $3.44M | 0.6% | +7,178+15.7% | Added | History |
| Vanguard Morningstar Small-Cap Growth ETF922908595 | ETF | 11,782 | $3.51M | 0.6% | −537−4.4% | Reduced | – |
| PLTRPalantir Technologies Inc. | Stock | 22,754 | $4.15M | 0.7% | +884+4.0% | Added | History |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 157,191 | $4.39M | 0.7% | −41,033−20.7% | Reduced | – |
| SPDR Index Shs FDS78463X509 | ST PORT MARK ETF | 109,278 | $5.12M | 0.9% | −516−0.5% | Reduced | – |
| Vanguard Scottsdale FDS92206C623 | VNG RUS2000GRW | 23,422 | $5.48M | 0.9% | −84−0.4% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 11,498 | $5.96M | 1.0% | +2,405+26.4% | Added | History |
| NVDANVIDIA Corp | Stock | 32,526 | $6.07M | 1.0% | +7,338+29.1% | Added | History |
| Vanguard Total International Bond ETF92203J407 | ETF | 177,922 | $8.80M | 1.5% | +5,547+3.2% | Added | – |
| Vanguard Admiral FDS Inc921932778 | SMLCP 600 VAL | 103,909 | $9.89M | 1.7% | +522+0.5% | Added | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 54,990 | $10.3M | 1.7% | +4,830+9.6% | Added | – |
| BTCGrayscale Bitcoin Mini Trust ETF | ETF | 226,288 | $11.5M | 1.9% | +137,354+154.4% | Added | History |
| Schwab U.S. Large-Cap ETF808524201 | ETF | 450,558 | $11.9M | 2.0% | −123,241−21.5% | Reduced | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 115,656 | $13.7M | 2.3% | +11,543+11.1% | Added | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 29,898 | $14.3M | 2.4% | +1,650+5.8% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 321,734 | $16.1M | 2.7% | +17,808+5.9% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 283,719 | $17.0M | 2.8% | −1,539−0.5% | Reduced | – |
| iShares Core MSCI Eafe ETF46432F842 | ETF | 216,810 | $18.9M | 3.2% | −6,794−3.0% | Reduced | – |
| AAPLApple Inc. | Stock | 92,230 | $23.5M | 3.9% | +4,781+5.5% | Added | History |
| Schwab International Equity ETF808524805 | ETF | 1,105,513 | $25.7M | 4.3% | −8,141−0.7% | Reduced | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 137,184 | $26.0M | 4.4% | +6,689+5.1% | Added | – |
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 481,870 | $26.7M | 4.5% | −21,833−4.3% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 534,917 | $29.0M | 4.9% | +6,708+1.3% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 346,517 | $36.2M | 6.1% | −5,154−1.5% | Reduced | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 602,845 | $44.8M | 7.5% | +16,292+2.8% | Added | – |
| iShares Tr46435G326 | CORE MSCI INTL | 637,225 | $51.1M | 8.6% | +38,598+6.4% | Added | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 231,471 | $71.3M | 11.9% | +13,779+6.3% | Added | – |
Sold out since Q2 2025 (2)
Positions held at the end of Q2 2025 that are gone from this filing.