Riversedge Advisors, LLC
- SEC CIK
- 0001787663
- Latest filing
- Jul 16, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Jan 7, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 214
- +16 vs. Q3 2025
- Portfolio value
- $615.0M
- +$18.3M (+3.1%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| ABEVAmbev S.A. | SPONSORED ADR | 17,253 | $42.6K | <0.1% | −541−3.0% | Reduced | History |
| BBDBank Bradesco | SP ADR PFD NEW | 31,529 | $105.0K | <0.1% | +2,155+7.3% | Added | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 29,039 | $153.9K | <0.1% | +1,226+4.4% | Added | History |
| MFGMizuho Financial Group Inc | SPONSORED ADR | 21,151 | $154.8K | <0.1% | +1,279+6.4% | Added | History |
| VALEVale S.A. | SPONSORED ADS | 12,938 | $168.6K | <0.1% | +12,938 | New | History |
| ADTADT Inc. | COM | 22,549 | $182.0K | <0.1% | +2,110+10.3% | Added | History |
| SMFGSumitomo Mitsui Financial Group, Inc. | SPONSORED ADR | 10,259 | $198.3K | <0.1% | +10,259 | New | History |
| BWABorgwarner Inc | COM | 4,443 | $200.2K | <0.1% | +4,443 | New | History |
| UTHRUnited Therapeutics Corp | COM | 414 | $201.7K | <0.1% | +414 | New | History |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 699 | $202.9K | <0.1% | −443−38.8% | Reduced | – |
| Schwab U.S. Large-Cap Growth ETF808524300 | ETF | 6,236 | $203.4K | <0.1% | +6,236 | New | – |
| ILMNIllumina, Inc. | COM | 1,562 | $204.9K | <0.1% | +1,562 | New | History |
| JBHTHunt J B Transport Services Inc | COM | 1,057 | $205.5K | <0.1% | +1,057 | New | History |
| GPCGenuine Parts Co | Stock | 1,688 | $207.6K | <0.1% | 00.0% | Unchanged | History |
| IBNIcici Bank Ltd | ADR | 6,993 | $208.4K | <0.1% | −320−4.4% | Reduced | History |
| CATCaterpillar Inc | Stock | 369 | $211.4K | <0.1% | +369 | New | History |
| LDOSLeidos Holdings, Inc. | COM | 1,174 | $211.8K | <0.1% | +1,174 | New | History |
| iShares Tr464287150 | CORE S&P TTL STK | 1,431 | $212.7K | <0.1% | 00.0% | Unchanged | – |
| WDCWestern Digital Corp | COM | 1,238 | $213.3K | <0.1% | +1,238 | New | History |
| FTNTFortinet, Inc. | Stock | 2,687 | $213.4K | <0.1% | +2,687 | New | History |
| HUBSHubSpot Inc | COM | 532 | $213.5K | <0.1% | +532 | New | History |
| ROPRoper Technologies Inc | Stock | 492 | $219.0K | <0.1% | +492 | New | History |
| BBYBest Buy Co Inc | Stock | 3,273 | $219.1K | <0.1% | +597+22.3% | Added | History |
| AXPAmerican Express Co | Stock | 596 | $220.4K | <0.1% | +596 | New | History |
| SHOPShopify Inc. | Stock | 1,373 | $221.0K | <0.1% | +1,373 | New | History |
| COPConocoPhillips | Stock | 2,379 | $222.7K | <0.1% | +2,379 | New | History |
| ITGartner Inc | COM | 883 | $222.8K | <0.1% | +883 | New | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 3,953 | $223.8K | <0.1% | +3,953 | New | History |
| UIUbiquiti Inc. | COM | 405 | $224.1K | <0.1% | +1+0.2% | Added | History |
| VLOValero Energy Corp | Stock | 1,382 | $225.0K | <0.1% | +46+3.4% | Added | History |
| PNFPPinnacle Financial Partners, Inc. | COM | 2,364 | $225.5K | <0.1% | +7+0.3% | Added | History |
| HALHalliburton Co | Stock | 7,993 | $225.9K | <0.1% | +7,993 | New | History |
| BIIBBiogen Inc. | COM | 1,288 | $226.7K | <0.1% | +1,288 | New | History |
| BHPBHP Group Ltd | ADR | 3,771 | $227.7K | <0.1% | +3,771 | New | History |
| UBSUBS Group AG | Stock | 4,955 | $229.5K | <0.1% | −297−5.7% | Reduced | History |
| BITBBitwise Bitcoin ETF | SHS BEN INT | 4,860 | $231.1K | <0.1% | −422−8.0% | Reduced | History |
| CMICummins Inc | Stock | 454 | $231.7K | <0.1% | +454 | New | History |
| IBMInternational Business Machines Corp | Stock | 790 | $234.1K | <0.1% | +790 | New | History |
| GLTRabrdn Precious Metals Basket ETF Trust | PHYSCL PRECS MET | 1,139 | $234.2K | <0.1% | +1,139 | New | History |
| BLKBlackRock, Inc. | Stock | 220 | $235.8K | <0.1% | +24+12.2% | Added | History |
| DISWalt Disney Co | Stock | 2,117 | $240.9K | <0.1% | +2,117 | New | History |
| SNDKSandisk Corp | COM | 1,018 | $241.7K | <0.1% | +1,018 | New | History |
| SCHWSchwab Charles Corp | Stock | 2,436 | $243.4K | <0.1% | −322−11.7% | Reduced | History |
| GEVGE Vernova Inc. | Stock | 376 | $245.7K | <0.1% | −117−23.7% | Reduced | History |
| GMGeneral Motors Co | COM | 3,032 | $246.6K | <0.1% | −314−9.4% | Reduced | History |
| DHRDanaher Corp | Stock | 1,089 | $249.4K | <0.1% | +1,089 | New | History |
| WFCWells Fargo & Company | Stock | 2,685 | $250.2K | <0.1% | +140+5.5% | Added | History |
| PLDPrologis, Inc. | REIT | 1,988 | $253.8K | <0.1% | +1,988 | New | History |
| LYFTLyft, Inc. | CL A COM | 13,145 | $254.6K | <0.1% | +1,018+8.4% | Added | History |
| CMGChipotle Mexican Grill Inc | COM | 6,929 | $256.4K | <0.1% | +6,929 | New | History |
| ULUnilever PLC | SPON ADR NEW | 3,925 | $256.7K | <0.1% | +3,925 | New | History |
| PHMPultegroup Inc | COM | 2,199 | $257.9K | <0.1% | +316+16.8% | Added | History |
| HDBHDFC Bank Ltd | SPONSORED ADS | 7,072 | $258.4K | <0.1% | +854+13.7% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 1,006 | $258.8K | <0.1% | −44−4.2% | Reduced | History |
| QCOMQualcomm Inc | Stock | 1,519 | $259.8K | <0.1% | +226+17.5% | Added | History |
| INTUIntuit Inc. | Stock | 404 | $267.7K | <0.1% | +10+2.5% | Added | History |
| OTISOtis Worldwide Corp | Stock | 3,120 | $272.5K | <0.1% | +58+1.9% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 2,990 | $272.7K | <0.1% | −686−18.7% | Reduced | History |
| BBVABanco Bilbao Vizcaya Argentaria, S.A. | SPONSORED ADR | 11,734 | $273.5K | <0.1% | +757+6.9% | Added | History |
| ADBEAdobe Inc. | Stock | 795 | $278.2K | <0.1% | −697−46.7% | Reduced | History |
| iShares Inc46434G855 | MSCI GBL GOLD MN | 3,810 | $280.6K | <0.1% | 00.0% | Unchanged | – |
| DALDelta Air Lines, Inc. | COM NEW | 4,072 | $282.6K | <0.1% | +4,072 | New | History |
| VanEck ETF Trust92189F791 | JUNIOR GOLD MINE | 2,500 | $284.4K | <0.1% | 00.0% | Unchanged | – |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 371 | $286.4K | <0.1% | +371 | New | History |
| ETNEaton Corp plc | Stock | 917 | $292.1K | <0.1% | +2+0.2% | Added | History |
| PSXPhillips 66 | Stock | 2,275 | $293.5K | <0.1% | +722+46.5% | Added | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 629 | $294.9K | <0.1% | +72+12.9% | Added | History |
| SAPSAP SE | ADR | 1,219 | $296.1K | <0.1% | −212−14.8% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 435 | $296.6K | <0.1% | +1+0.2% | Added | History |
| Schwab Emerging Markets Equity ETF808524706 | ETF | 9,091 | $297.7K | <0.1% | −332−3.5% | Reduced | – |
| FTITechnipFMC plc | COM | 6,765 | $301.4K | <0.1% | +1,176+21.0% | Added | History |
| NTRANatera, Inc. | COM | 1,327 | $304.0K | <0.1% | +1,327 | New | History |
| BNYBank of New York Mellon Corp | Stock | 2,633 | $305.7K | <0.1% | +223+9.3% | Added | History |
| TPLTexas Pacific Land Corp | Stock | 1,067 | $306.4K | <0.1% | −91−7.9% | ReducedConverted for a 3-for-1 split | History |
| PANWPalo Alto Networks Inc | Stock | 1,667 | $307.1K | <0.1% | +385+30.0% | Added | History |
| ORCLOracle Corp | Stock | 1,578 | $307.6K | 0.1% | −127−7.4% | Reduced | History |
| SNOWSnowflake Inc. | Stock | 1,405 | $308.2K | 0.1% | +80+6.0% | Added | History |
| SONYSony Group Corp | SPONSORED ADR | 12,096 | $309.7K | 0.1% | +209+1.8% | Added | History |
| iShares MSCI Eafe ETF464287465 | ETF | 3,225 | $309.7K | 0.1% | 00.0% | Unchanged | – |
| MEDPMedpace Holdings, Inc. | COM | 558 | $313.4K | 0.1% | +132+31.0% | Added | History |
| KOCoca Cola Co | Stock | 4,487 | $313.7K | 0.1% | +283+6.7% | Added | History |
| MUFGMitsubishi Ufj Financial Group Inc | SPONSORED ADS | 19,876 | $315.2K | 0.1% | +1,078+5.7% | Added | History |
| AMEAmetek Inc | COM | 1,557 | $319.6K | 0.1% | +11+0.7% | Added | History |
| TMToyota Motor Corp | ADS | 1,494 | $319.8K | 0.1% | +44+3.0% | Added | History |
| ACNAccenture plc | Stock | 1,225 | $328.7K | 0.1% | +1,225 | New | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 1,498 | $329.2K | 0.1% | +4+0.3% | Added | – |
| ABNBAirbnb, Inc. | Stock | 2,439 | $331.0K | 0.1% | +449+22.6% | Added | History |
| TDToronto Dominion Bank | Stock | 3,523 | $331.9K | 0.1% | +173+5.2% | Added | History |
| iShares Russell 1000 Growth ETF464287614 | ETF | 701 | $331.9K | 0.1% | −103−12.8% | Reduced | – |
| ANETArista Networks, Inc. | Stock | 2,535 | $332.2K | 0.1% | +796+45.8% | Added | History |
| NTRSNorthern Trust Corp | COM | 2,460 | $336.0K | 0.1% | +719+41.3% | Added | History |
| FOXAFox Corp | CL A COM | 4,610 | $336.9K | 0.1% | +657+16.6% | Added | History |
| HIGHartford Insurance Group, Inc. | Stock | 2,445 | $336.9K | 0.1% | +138+6.0% | Added | History |
| DHIHorton D R Inc | COM | 2,342 | $337.3K | 0.1% | +1,005+75.2% | Added | History |
| USBUS Bancorp DE | COM NEW | 6,335 | $338.0K | 0.1% | +6,335 | New | History |
| CEGConstellation Energy Corp | Stock | 959 | $338.6K | 0.1% | +10+1.1% | Added | History |
| TAT&T Inc. | Stock | 13,653 | $339.1K | 0.1% | −900−6.2% | Reduced | History |
| TEAMAtlassian Corp | CL A | 2,115 | $342.9K | 0.1% | +2,115 | New | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 5,109 | $343.4K | 0.1% | +20.0% | Added | – |
| FIXComfort Systems USA Inc | COM | 368 | $343.5K | 0.1% | +106+40.5% | Added | History |
Sold out since Q3 2025 (25)
Positions held at the end of Q3 2025 that are gone from this filing.
| Security | Class | Shares in Q3 2025 | Value in Q3 2025 | % of portfolio in Q3 2025 | History |
|---|---|---|---|---|---|
| Schwab U.S. Large-Cap ETF808524201 | ETF | 450,558 | $11.9M | 2.0% | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 157,191 | $4.39M | 0.7% | – |
| ETHGrayscale Ethereum Staking Mini ETF | SHS NEW | 36,250 | $1.42M | 0.2% | History |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 7,317 | $573.2K | 0.1% | – |
| PGProcter & Gamble Co | Stock | 3,567 | $548.0K | 0.1% | History |
| RBLXRoblox Corp | Stock | 2,766 | $383.1K | 0.1% | History |
| LINLinde PLC | Stock | 772 | $366.7K | 0.1% | History |
| PNCPNC Financial Services Group, Inc. | Stock | 1,660 | $333.5K | 0.1% | History |
| UBERUber Technologies, Inc | Stock | 2,889 | $283.0K | <0.1% | History |
| ULUnilever PLC | SPON ADR NEW | 4,660 | $276.2K | <0.1% | History |
| AZOAutoZone Inc | COM | 61 | $261.7K | <0.1% | History |
| VRSNVerisign Inc | COM | 887 | $248.0K | <0.1% | History |
| CRMSalesforce, Inc. | Stock | 1,022 | $242.2K | <0.1% | History |
| TPRTapestry, Inc. | COM | 2,105 | $238.3K | <0.1% | History |
| EGEverest Group, Ltd. | COM | 677 | $237.1K | <0.1% | History |
| EBAYeBay Inc | COM | 2,566 | $233.4K | <0.1% | History |
| ZSZscaler, Inc. | Stock | 750 | $224.7K | <0.1% | History |
| VZVerizon Communications Inc | Stock | 5,104 | $224.3K | <0.1% | History |
| VEEVVeeva Systems Inc | Stock | 730 | $217.5K | <0.1% | History |
| Vanguard Morningstar Mid-Cap Growth ETF922908538 | ETF | 734 | $215.6K | <0.1% | – |
| ALNYAlnylam Pharmaceuticals, Inc. | COM | 471 | $214.8K | <0.1% | History |
| MRSHMarsh & McLennan Companies, Inc. | Stock | 1,065 | $214.6K | <0.1% | History |
| MOHMolina Healthcare, Inc. | COM | 1,101 | $210.7K | <0.1% | History |
| EXRExtra Space Storage Inc. | COM | 1,447 | $203.9K | <0.1% | History |
| KMIKinder Morgan, Inc. | Stock | 7,092 | $200.8K | <0.1% | History |